Xa Erp Roadmap

XA Roadmap 2012

Ross Freeman, XA Product Manager

Agenda

Product Direction

Release 9.1

9.1 Additional Roadmap

Release 10

Summary and Questions

Copyright © 2012 Infor. All rights reserved. Confidential. 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. 3

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. Neither Infor nor its affiliates are 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 and its affiliates

expressly disclaim any liability with respect to this presentation.

Product Direction

Product Direction – Focus Areas

Infor 10

Industries

ION

Cloud

User Interface

Globalization



Infor 10 – What It Means

Infor believes that one ERP cannot handle all industries, technologies, countries, etc.

Infor ERP products have spent 30 years perfecting industry functionality

Infor strategy is to present the right ERP for each customer, and provide a complete industry solution around it.

Infor makes a complete long term commitment to Infor 10 products Infor Technology Continuing Core Development Industry Assignments with Marketing Participation New Accounts in assigned industries/platforms/countries Long Term Support

An Infor 10 ERP (like XA) is a long term go-forward product for Infor

Copyright © 2012 Infor. All rights reserved. 6

Infor 10 – What It Means

Infor 10 is shared development

An XA customer now can access Development from a much larger team

Infor 10 technology alone has over 600 developers


Infor 10 and System i

Infor is the largest System i partner in the world

Infor is the largest System i Manufacturing ERP vendor in the world Almost 40% of the global market

System i solutions represent a large percentage of Infor’s revenue

IBM believes System i is a growth platform again

System i is a strategic growth market for Infor and IBM together

Infor 10 fully includes System i

Charles Phillips fully understands System i

Infor has a long term commitment to the System i


Industries – What Do They Mean to XA?

XA is assigned to certain industries

Development will focus on the assigned industries

Core Development

Complete Power-Link version of XA

Add specific industry functionality if required in core

Industry Suites

Integrate other Infor products using ION to build a complete industry suite

Deploy industry suites with a common user interface (Workspace) and a common platform (ION)

Use other Infor products for required industry functionality

XA will be proposed for new accounts in assigned industries


Specialized By Industry


General Manufacturing Automotive

Chemicals Food & Beverage

Aerospace & Defense High Tech Industrial Equipment &

Machinery

Distribution Equipment, Service

Management, & Rental Fashion

Healthcare Hospitality Public Sector


Industry Suite

Infor10 ION

Infor10 ION

XA/US

Process Experience Intelligence

Customer Relationship Management

SupplyWEB

Social Enterprise Mobility

Business Vault

Auto Connect

Suite

Services

XA has a cloud offering now

Various levels of managed services also available

XA is participating in hybrid cloud

Some applications on premise, some not

Cloud licensing models in design

IBM PureFlex is a cloud enabling machine, XA is already certified on the platform


Cloud Suite


Hybrid Cloud Deployment

Infor10 ION

Infor10 ION

XA Mexico



SupplyWEB


Business Vault

XA / France

XA in Infor Workspace


Global Deployment – Centralized/Decentralized

Infor10 ION

Infor10 ION

XA/US



SupplyWEB


Business Vault

XA / France

Decentralized

Centralized

Release 9.1

Release 9.1 – New Support Policy

Release 9.1 is the first Infor 10 release for XA

Release 9.1 falls under the new Infor support policy

Release 9.1 will be fully supported by Infor for seven years from its GA date of March

2012



Release 9.1 – Net Change From Release 7.8

Core Enhancements

EPDM Completion

Material Logistics

ION Support

Infor Workspace

IDF Report Writer

Procurement Management Multi-source and UI Uplift

Environment Replication

EPAK Content

Knowledge Zone

New Applications

EGLi - Enterprise General Ledger for i

IFM AP and AR Support

CRMi ION integrations

Road Warrior EAM SupplyWEB

Other integrations Cognos 8.4 and 10.1 F9 Corporate

Performance Management

Product Configurator Field Service

Posting Multiple Journals from a Single Event

Copyright © 2011 Infor. All rights reserved.

Corporate

Ledger

Sales Ledger

GAAP

Chart of Accounts

USD Book

EUR Book

MXP Book

QTY Book

Budget Book

Period Table

12 Periods

July-June

Calendar

Period Table

Jan-Dec IFRS Ledger

IFRS Compliant

Chart of Accounts

USD Book

Period Table

12 Periods

July-June

EUR Book

Journals Journals


Infor ION Process

Automated task monitoring in

relation to promised completion

and proactive alerting of

exceptions.

ION EVENT MANAGEMENT

Automated document routing

and approvals via workflows

across multiple Infor and non-

Infor applications.

ION WORKFLOW

Intuitive, browser-based

interface used to easily

configure and monitor all Infor

ION services.

ION DESK

ION PULSE Managing and follow Information

ION CONNECT

Communication and secure

sharing of data across on-

premise and cloud

applications.


IDF Report Writer

Copyright © 2012 Infor. All rights reserved. Confidential. 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. 22

What Is Environment Replication?

In any multi-environment system, master data must be maintained consistently across environments

Sometimes transaction data is also needed

In the old days, this required manual synchronization Inefficient

Inaccurate

Previous synchronization methods were hard to set up and maintain

Environment replication is a simple method for maintaining data across environments ION with Business Vault

System-Link direct

CRMi – Now Core XA

Infor Road Warrior

Available from the Apple App Store

Download a demonstration version to your iPad

Search for “Infor Road Warrior”



XA Service Management

25

XA Service

Management

Contracts

Knowledge

Base

Field

Service

Operations

Serial

Number

Management

Inventory

Management

Incident

Management

RMA and

Repair

Management

Customer

Claims

Vendor

Claims

Incident recording

Internal and external

Call centre

Recall

Retrofit

Customer notice

Warranty Management

Primary

Extended

Repair

Service Contracts

Repair order Mgmt

Integrated quote process

Spare Part Orders

Credit processing

Dispatch of technicians

Service Order Management

Preventive Maintenance Schedule

Integrated warehouse

Non-integrated warehouse

Warranty Cost Tracking

KPIs

Forecasting

Status Reporting

Dashboards

Lifecycle management

Item traceability

Automated process

Financial Settlement

Automated process

Financial Settlement

BuyDesign

Channel Sales (Quoting / Ordering)

Other

Enterprise

Systems

BuyDesign

Storefront (Online Ordering)

XA

CSM

EPDM

Product

Knowledge

XA Configurator: Extend Your Enterprise


• Electronics

• Medical Devices

• Apparel

• Furniture

• Signage

• Eyewear

• Lighting

• Jewelry

• Racking Systems

• Aerospace

• CTO/BTO/ATO

Flex2D Routings

BOM

Docs Render

Flex3D

Price

Configurator

Modular Flexible Easy Powerful Integrated

• Configure

• Quote

• Order

9.1 – Additional Roadmap

2012 Initiatives

ION integrations

Globalization Deployment

Serial Track and Trace

Cloud Deployment

ION Integrations

Infor Mobile Shop floor

Activity Desk

SalesForce.com

Infor Business Intelligence Publish all the documents to Business Vault

Operational Reporting and Context Analytics

Infor Business Intelligence

Others as time permits - TBD PLM

CPM and F9

Warehouse Management+Bar Code

Enterprise Search

Copyright © 2009 Infor. All rights reserved. www.infor.com. 30

Serial Track and Trace

Complete as-built serial number structure (serial in serial within a BOM)

Multi Level Serialized Packages

Auto Generation

Track and Trace Forwards/Backwards

Full FDA compliance

Cloud Deployment

IBM PureFlex support

Performance Enhancements for Remote Deployments

Cloud Appropriate Licensing

Additional managed services options



XA Globalization

Provide centralized application services to provide a single view of the enterprise

Loosely connect distributed applications to simplify implementation and management

Provide tooling to manage diverse applications

XA Global Environment

Centralized Applications - Available Infor Workspace – single sign on across all Infor applications/

instances

Workflow - processes flow across the enterprise

Event Management – events are visible across the enterprise

Road Warrior – Single view of the customer

Centralized Applications – Late 2012 Business Vault – single data repository

Context Analytics – view consolidated data across instances

Operational Reporting – timely and consistent actionable information

Business Intelligence – single version of the truth across the enterprise

Mobile applications

Shop Floor – Single access to the global production process

Activity Desk – Mobile access to Events and Workflows

Others…

Copyright © 2012 Infor or Lawson. All rights reserved. Confidential. This presentation reflects the direction Infor or Lawson may take with regard to the

products or services described herein, all of which is subject to change without notice. 33


Distributed Core Applications

Multiple instances of XA for different business units

Multiple instances of other Infor applications (SupplyWEB, EAM…)

Multiple servers or multiple environments on a single server

Cloud deployment option for any given application instance

Multiple Book General Ledger

Multiple instances of other ERPs

Dynamics AX, etc.

Infor supplied ION integrations in many cases

Other integrations – if the other application can speak XML, it can speak Infor

Spin up temporary or business unit distributed instances


Supporting XA Features

Environment Replication

Replicate XA data from one instance to another – eliminate manual work

Master data control via native System-Link and ION

Material Logistics

Enable all cross environment fulfillment transactions

Enable all cross border/currency/business unit transactions

Multi-site item

Multiple Ledger and Book General Ledger application

Language and Localization




Administrative Applications

ION Desk

Design your enterprise integration

Design your enterprise workflows and event management

Hybrid cloud – link on premise applications to cloud applications




Loosely Coupled Applications

Infor10 ION

Infor10 ION

XA/US



SupplyWEB


Business Vault

XA France SAP France?

Distributed

Transaction

Applications

Centralized

Applications

Administration

Cloud Deployment

IBM PureFlex support

Performance Enhancements for Remote Deployments

Cloud Appropriate Licensing

Additional managed services options



9.1 at end of 2012

Global deployment model built and proven

Cloud deployment model built and proven

New IDF applications built and proven

EGLi

STTi

ION integrated Infor applications fully fielded

The building blocks of industry suites

Business Vault and reporting built

Infor Mobile applications

SalesForce.com

Etc.

Release 10

2013 and Beyond

2013 Priorities

Complete IFM AP and AR in IDF

Complete last Materials transactions in IDF

Formal build out of industry suites

Industrial Equipment

Industrial Manufacturing

Automotive

High Tech

Aerospace

Continue Infor technology rollout

Ramp up to Release 10



Release 10 Objectives

Deploy only the future technology

Infor UI with XA capability - discontinue all incompatible UI

ION architecture with IDF architecture – discontinue all prior architectures

Deploy Industry Suites

Deploy in the Cloud

Deploy Globally

Improve Efficiency

Improve Support position

Summary and Questions

XA is a go forward solution for Infor with a long life and strong development roadmap

Development has delivered many enhancements and integrations in the last 3 years

Expect a high rate of product enhancement in the future, including Infor and core XA

Summary

Documents

Xa Erp Roadmap