MéxicoReunión de Usuarios2008

Enterprise Performace Manager

Diciembre 10, Hotel Marquis Reforma, México D.F.

Traditional Business Intelligence

Analyze

Monitor

Print Reporting

Data Mining

OLAP Visualization

Dashboards & Scorecards

Data Consolidation & Cleansing

Data Warehouses Data Marts

Alerts & Notifications

Key Performance Indicators

Enterprise Performance Management

Long-term planning

Short-term planning

MonitorAnalysis

Act

Continuous Performance Improvement

Model•Plan•Set quantitative goals•Communicate•What is important•What is expected

Measure

•Collect and organize data•Create KPIs•Monitor

Inform

•Reach users•Display•Notify

Act•Collaborate•Decide•Control•Require accountability•Revise plans and models

Continuous Performance Improvement

Model•Plan•Set quantitative goals•Communicate•What is important•What is expected

Measure

•Collect and organize data•Create KPIs•Monitor

Inform

•Reach users•Display•Notify

Act•Collaborate•Decide•Control•Require accountability•Revise plans and models

• PerformancePoint • Epicor Replication Server

• Epicor EPM Server

• Epicor Cube Connect

• Epicor EPM Performance Canvas• SharePoint• Mobile• In-application

• Business Activity Queries (BAQs)

• Dashboards• Enterprise Search• Microsoft

Management Reporter

• Excel• Crystal• PerformancePoint

• Email• Epicor ERP

Modules• Epicor EPM

Technologies that will have the greatest impact on business over next two to five years

Source: Aberdeen Group, February 2008

Epicor EPM Strategy Goals

• Make it easy for customers to acquire and use

• Make it easy for end users as opposed to technicians

• Deliver business insight in real-time and in-context

• Develop a compelling building-block EPM solution– From the basics through advanced analytics

• Concentrate on industry-specific content

• Standardize on a single platform– Simple Deployment & Management of EPM Content

– Standard, Modular, and Customizable Data Warehouse

– Lay the Foundation for a complete EPM Product Suite

Epicor Enterprise Performance Management (EPM)

• Plug and Play Business Insight• Over 500 packaged KPIs

• Epicor Performance Canvas

• Epicor Cube Connect

• Comprehensive Decision Support Where and When You Need it

• Epicor Replication Server

• Role-based Dashboards

• Epicor Productivity Pyramid

• Epicor Mobile

• Advanced Analytic Applications• Budgeting, planning, forecasting, etc.

Epicor Replication Server

Epicor Replication Server

Production 1

Production 2Company 1Company 1

Company 2

Company 3

Company 1

Company 2

Company 1

Company 2

Company 3

• Real-time replication of production data to any number of

other environments or cloud services

• Seamless user experience

Epicor EPM Server

What is Epicor EPM Server

• What’s Included– Data warehouse

– Epicor Cube Connect• Editor

• Manager

– Epicor EPM Integrator

– EPM Management Console (MMC snap-in)

• Administration

• Scheduling

– EPM Content Pack • Deployment

• Packager

Deployment

Management

Customization

Packaged

Content

EPM Server Management Console

• Central Management of EPM Server

• Easy scheduling and monitoring

• Central management of users and user groups

Epicor Cube Connect

• Business Glossary with predefined KPIs

• Rules based wizard to customize KPIs, measures and dimensions

• Templates for many business areas

• Easy deployment

• Support for both SQL 2005 and 2008 Analysis server

Epicor EPM Performance Canvas

What is Epicor EPM Performance Canvas?

What is Epicor EPM Performance Canvas?

• Canvases are visual displays

• Display the information needed to achieve specific objectives

• Fit on a single computer screen

• Enable to monitoring information at a glance

• Have small, concise, clear, and intuitive display mechanisms

• Are customizable

Performance Canvas Types

• Strategic

– High level “executive” level performance monitoring

• Operational

– Day-to-day low-level operational monitoring

• Analytical

– Gateway to further analysis

Performance Canvas Components

•Data Filter UI•Select Dimension Members from a HierarchySlicer

•Any dashboard display Element (Graph or Table)•Gems can be shared between dashboardsGem

•A Complete Dashboard•Constructed from Gems & SlicersCanvas

Example Sales Canvas

GemsSlicers

Epicor Mobile Canvas “Information To-Go”

Mobile views can serached upon and accessed in

word-sized graphs and drillable in

a mobile browser of choice:

Windows Mobile, Symbian,

BlackBerry, iPhone

and others.

DEMOEpicor EPM Performance Canvas and Cube Connect

Epicor EPM Content Packs

• Pre-built content packs

• Full visualization of your business process

• Easy to deploy and customize

• SQL 2005 & SQL 2008 Analysis Server

Data Mart

EPM Canvases & Gems

ETL

User Cubes

... etc...

EPM Content Pack

Cube

1..*

Visualizations 1..*

Epicor EPM Content Packs

• Sales Management – Perform trend analysis and monitoring of the entire Sales Pipeline. Includes

supporting OLAP Cubes and dashboards such as Campaign Pipeline Analysis  and Sales Quota  Performance suitable for frequent operational performance monitoring as well as detailed trend analysis views of Quotes, Orders, and Sales by  Territory, Plant, Customer, Campaign/Event, Salesperson, Part and more. May be deployed against a single company or against many for cross-company analysis of sales trends and performance.

• Production Management– Perform trend analysis and monitoring of production management business

processes. Includes supporting OLAP Cubes and dashboards such as Quality Analysis, Plant Performance, and Open Job Analysis suitable for frequent operational performance monitoring as well as detailed trend analysis views of RMA, Non-Conformance, DMR, Projects, Jobs, Materials, and Manufacturing Lead Time by Plant, Warehouse, Customer, Campaign/Event, Salesperson, Work Center, Part and many more.  May be deployed against a single company or against many for cross-company analysis of sales trends and performance.

Epicor EPM Content Packs

• Material Management– Perform analysis and monitoring of material management business processes

including purchasing, shipping, and inventory control. Includes supporting OLAP Cubes and dashboards such as Inventory On-Hand Analysis, Customer & Supplier Shipping Performance, and Inventory Turn suitable for frequent operational performance monitoring as well as detailed trend analysis views of Inventory Transactions by Buyer & Approver, Job & Assembly, Part, Plant, Warehouse and many more. May be deployed against a single company or against many for cross-company analysis of sales trends and performance.

• Financial Management– Perform trend analysis and monitoring of key financial information. Includes

supporting OLAP Cubes and dashboards such as Open Accounts Payable, Open Accounts Receivable, and Cashflow Analysis suitable for operational performance monitoring as well as detailed historical analysis views of AP, AR, GL, and Cashflow information by Currency, Customer, Chart of Accounts, Control Code/Type, GL Code, Job & Assembly, Project, and many more. May be deployed against a single company or against many for cross-company analysis of sales trends and performance.

Epicor In-Application EPM

Epicor Business Activity Query (BAQ)

• Provides the basis for ad-hoc and delivered queries

• Embedded capability throughout the application– Dashboards, BPM, searches,

Portal views, reports

• Intuitive for casual users– Wizard driven, tree views

• Powerful enough for IT– Free form queries

• Test before production– Analyze, check, run queries

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.

Epicor Role-Based Dashboards

• Essential In-Application Views of Key Information – In context and real-time

– Over 100 out of the box

• Driven by the User– Completely personalized

• Specific to the Role– Only shows what you need

• Fully Interactive Drill-Around– Access all parts of the

application securely

• Offline Disconnected Support

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.

Epicor Actionable Business Insight

• In-context, In-application– Combines role-specific

tasks with in-context business insights

– Real-time rendering

• Driven by the user– Easily personalized

• Specific to the data point– Updates graphs based

on transaction or master data context

– Fully extensible

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.

Epicor EPM Financial and Operational Reporting

Reporting Options

• Crystal Reporters XI and Crystal 2008

• General Ledger Financial Report Writer

• Advanced financial reporting with Microsoft Management Reporter

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.

Microsoft Management Reporter

• Cross-enterprise business view

• Easy and secure report distribution

• Strong support for regulatory compliance

• Enhanced partnership with IT

Key Features

• Easy creation and customization

• Advanced financial intelligence

• Multiple ways to access reports

• Enterprise-grade statutory consolidation functionality

• Integration with Epicor General Ledger

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.

Epicor EPM Advanced Analytic Applications

Performance Point Server 2007

• Microsoft Office PerformancePoint Server 2007 is an integrated performance management application that enables you to monitor, analyze, and plan your business.

By providing flexible, easy-to-use tools for building dashboards, plans, and budgets, Office PerformancePoint Server 2007 can help everyone across your organization make informed business decisions that align with companywide objectives.

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.

Performance Point Server 2007

• Overview

– metrics, key performance indicators (KPIs), and reports delivered to every desktop through intuitive scorecards, dashboards

• Planning

– Plan your business (budgeting)

• Monitoring progress

• Analytics

– Analyze what is driving variances

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.

PPS Monitoring Capabilities

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.

Summary

• A packaged EPM solution. The hard work is done.

• Reach all users with a choice of user experiences.

• Continuous performance improvement.

– Real-time, in-context information.

– Constant awareness throughout the organization.

– Better collaboration among decision makers.

– Faster speed to action.

Model Measure Inform Act

2008 ANZ CUSTOMER SUMMIT © 2008 Epicor Software Corporation. Future Dates, Releases, and Release Content Subject to Change.