201 XA Roadmap - Sched - XA Roadmap.pdf · and you should not rely on any content herein in making any decision. ... •PTF bundle specific to Enterprise Financials ... Mgt. Infor

XA ROADMAP

Ross Freeman, Product Manager

Infor

Copyright © 2017. Infor. All Rights Reserved. www.infor.com

FULL DISCLAIMER

This presentation reflects the direction Infor may take with regard to the

products or services described herein, all of which is subject to change

without notice. This presentation is not a commitment to you in any way

and you should not rely on any content herein in making any decision.

Infor is not committing to develop or deliver any specified enhancement,

upgrade, product, service or functionality, even if such is described

herein. Many factors can affect Infor’s product development plans and

the nature, content and timing of future product releases, all of which

remain in the sole discretion of Infor. This presentation, in whole or in

part, may not be incorporated into any agreement. Infor expressly

disclaims any liability with respect to this presentation.


AGENDA

• Extending

• Enhancing

• Enabling

• The Path Forward

EXTENDING

Adding Scope to XA


XA SUITE TODAY

Financial Performance Management

Supplier Exchange

Supply Chain Execution

Configure/Price/Quote (CPQ)

Infor Reporting

Business Analytics (Upgrade Pending)

Activity Deck

Enterprise Asset Management (EAM)

Mobility

Infor CRM

Product Lifecycle

Management (Upgrade Pending)

Business Vault

Core XA

Xi Platform

aka

“Infor OS”


6Copyright © 2015. Infor. All Rights Reserved. www.infor.comInfor Confidential

XA ADOPTION OF XI PLATFORM

Collaboration Process integration

Security API gatewayExtensibility DocumentsAnalytics Reporting

Infor Ming.leHomepages

Mashups

Infor Ming.le

InforFederation Services

InforION

InforION API

Infor BiInfor

Skyvault

InforDocument

Mgt.

Infor Local.ly

Infor SoHo

UX


INFOR INTERFACE – NET-LINK


COMPLETE USER INTERFACE

• Requires System i Workspace for IDF Level 1

• New Menu system

• Full Infor interface

• Step 1 – Net-Link with System iWorkspace for “Business Users”

• Step 2 – Add full Ming.le support and Single Sign On


XA Cloud Footprint

Si Workspace

CRMi

Visual Planner

XA CloudCurrent version XA

System i CloudHosted on our dedicated System i cloud

F9 Reporting

Power Suite

ION Process

Infor Ming.le™


INFOR LOCAL.LY OBJECTIVES

Requirement

standardization

Avoid

redundant rework

Accelerate

release cycles

Monitor the regulatory &

statutory environment


Infor Local.ly components

Corporate

Accounting

Framework

GFC

Tax

calculations

Tax Engine

Electronic

messages

GEMS

Localized

reports

Reporting

Mexico

SAT reporting

eAccounting

ENHANCEMENTS

Already Delivered for 9.2


ENHANCEMENTS DELIVERED

• Financials

• GL

• AP, AR and Cash

• Security

• Hack Proofing

• Operations

• Fix While Active

• Master Data Replication

• Smaller fix packs

• Dedicated fix packs

• Reduced global environment


ENTERPRISE GENERAL LEDGER

Corporate Ledger

12 periods, July to June FY

GAAP chart of Accounts

Sales Ledger

12 periods, calendar FY

Sales Chart of Accounts

USD Book

EUR Book

MXP Book

QTY Book

IFRS Ledger

13 periods, Feb to Jan FY

IFRS chart of Accounts

USD Book

EUR Book

Journals

Transaction


ENTERPRISE AP/AR/CASH


ENTERPRISE FINANCIALS

• Enterprise financials Includes GL, AP, AR and Cash

• Enterprise AP and AR

• Benchmarked against competing solutions – LX, Dynamics AX and JD Edwards

• Customer advisory committee – Polaris, MTD, Asahi Glass

• Built from existing IFM base

• Transactions shortened and simplified

• IDF maximized

• Consistent, strong security

• IFM Conversion utilities available


Cloud OperationsDevOps

Information SecurityOffice

Global DemoEnvironment

Performance Benchmark Center

Reference Architecture

INFOR LABS PROVIDES WORLD CLASS SUPPORT SERVICES

ENHANCEMENTS

Coming for 9.2+


ENHANCEMENT TEAMS

• Enterprise Financials

• Scheduled Issues/Receipts

• User Interface – Net-Link, SoHo, Xi


ENTERPRISE GL/AP/AR/CASH


EFIN ENHANCEMENT PRIORITIES

• Enhancements as prioritized will be delivered throughout FY 2018

• Local.ly adoption will be embedded in the EFin priorities

We do not expect to deliver Local.ly for IFM. Existing localizations will mostly be maintained until Local.ly is ready


SCHEDULED ISSUES AND RECEIPTS

• Affects most of XA Materials Transactions

• Pick/Ship

• Pack

• Manufacturing Issue/Receipt

• Repetitive Manufacturing

• Purchasing

• Planning

• Pre-requisite for over 50 enhancement requests

• Improved materials visibility and planning

• Finer and more flexible inventory control

• ~ 20 enhancements to be delivered this fiscal year

• Remaining to be delivered as possible


ENHANCING NET-LINK FISCAL 2018

• Net-Link can display ANY view or card created in Power-Link

• Subsets

• Adding workbenches

• Adding downloads

• Infor Xi controls

• Other upgrades


In-context menu in column heading support temporary subsets

UNDER CONSTRUCTION


In-context menu in column heading support temporary subsets

UNDER CONSTRUCTION


UNDER CONSTRUCTION


UNDER CONSTRUCTION


Cascaded subsets are supported for refining filtering

UNDER CONSTRUCTION


NET-LINK ENHANCEMENTS

• Other enhancements to catch up to – and exceed - Power-Link

• Net-Link already has Xi Platform capability

• Net-Link is the go-forward user interface

• Net-Link is the Infor interface for XA

• Deliveries as available throughout FY 18

• Contingent upon demands of the Security Office


DID YOU KNOW?

• You can deploy Net-Link with IDF Level 1 and Level 2? - NOW

• No HPS

• No auxiliary server

• Infor SoHo User Interface

• Stepping stone to Ming.le

• Zero footprint

• Low bandwidth

• Eliminate RDP/Citrix

• HTML 5

• Can display any view


LET ME BE PERFECTLY CLEAR…

Net-Link is production readyNet-Link is a complete interface

You don’t have to go Xi yet“Business Users” can adopt today

Walk before you run – transition to Net-Link with IDF Level 1 and Level 2

ENABLING

Making it real in the field


ENABLING CUSTOMER ROLLOUTS

• 9.2.1 Upgrades

• Enterprise Financials at 9.2.1

• Net-Link for business users

• Xi Platform

• Extend Suite

• System Administration

• Cloud


ENTERPRISE FINANCIALS

• Bug fix and stabilization – Nearing Completion

• PTF bundle specific to Enterprise Financials - Available

• 9.2.1 service pack - Available


9.2 UPGRADES

• PTF Bundles for 9.2

• Three available for Single byte

• Delivering second and third bundles for double byte shortly

• 9.2.1 (October to December delivery)

• 9.2.1 enhancement pack (single and double byte) - Available

• 9.2.1 full install


ENTERPRISE FINANCIALS ADOPTION

• Education and EPAK upgrades

• Dedicated PTF bundle for Enterprise Financials

• ION enabled for Enterprise Financials


NET-LINK COMPONENTS

• Net-Link

• Included in Essentials and Power Suite bundles

• Requires System i Manager (ICC-EXA-SIM)

• Provides modernized menu structure

• Communicates with Ming.le

• Requires System i Workspace (ICC-EXA-SIW)

• Renders IDF Level 1 without HPS

• Provides Ming.le link for IDF Level 1 screens

All XA customers who have Net-Link alone or bundled are entitled to SIM and SIW at no charge


XI PLATFORM

• Xi Platform certified for XA

• Vastly simplified install, server count reduced

• Licensing simplified – licensed by user

Collaboration Process integration

Security API gatewayExtensibility DocumentsAnalytics Reporting

Infor Ming.leHomepages

Mashups

Infor Ming.le

InforFederation Services

InforION

InforION API

Infor BiInfor

Skyvault

InforDocument

Mgt.

Infor Local.ly

Infor SoHo

UX


EXTEND SUITE

• Considering specific PTF bundles for extend integrations if needed due to significant development activity

• Targeted implementation partners

Business Vault

Core XA


SYSTEM ADMINISTRATION

• 96% of PTFs do not require dedicated mode

• PTF documentation improved to make visible

• PUI tool provides PTF management

• Interim PTF bundles

• Reduced impact of Global environment

• Enterprise Financials bring financial security into standard XA security management


CLOUD

• Administration

• Security

• Provisioning

• Upgrades

• Communication

• Net-Link


CLOUD SUITES FROM INFOR

• CloudSuites by Industry

• CloudSuites for medium sized customers


VISIT OUR INFOR AREA AND SEE YVONNE AND BONNIE TO LEARN WHAT ELSE WE OFFER TO OPTIMIZE YOUR INFOR INVESTMENT

• Infor Independent User Community

• Infor Reference Program

• Global Enhancement Request System

• Concierge.infor.com

THE PATH FORWARD

Planned Releases


FY 18 DEVELOPMENT

• Extend

• Under consideration

• Enhancement

• Enterprise Financials

• Net-Link and Xi User Interface

• Scheduled Issues

• Customer Funded Development

• Cloud

• Enablement

• Simpler upgrades

• Updated training support

• Cloud


CUSTOMER FUNDED DEVELOPMENT

• If you want something, let us know

• We’ll see if it can be done, and if it makes sense to put it into the solution

• Do other customers want it?

• Does it conflict with needed function?

• Does it conform to our standards?

• This will be in addition to the existing roadmap, not in place of it

• Looking for medium to medium/large projects

• ION integrations

• Core enhancements


YOUR OPPORTUNITIES

• 9.2.1 Upgrades

• Enterprise Financials Adoption

• Net-Link adoption

• Xi Platform Adoption

• Extend Suite Adoption

• Cloud


RELEASE 10

Deferred until all planned enhancements are delivered

Announcements after all 9.2 planned enhancements are well under way

9.3 will package all 9.2 released enhancements
