Corporate Overview August 2016 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 1 Customers & employees 90,000 15,000+ 49 4,734 Infor customers new offices added across 21 countries in the last 12 months Infor Confidential employees 13 EAP member institutions representing over 50 colleges and schools new employees in the last 24 months Copyright © 2016. Infor. All Rights Reserved. www.infor.com 3 Innovation 193 9,179 1,159 $800M+ new products new developers Infor Confidential new features 1,147 new integrations in R&D investment Copyright © 2016. Infor. All Rights Reserved. www.infor.com 4 Services 5,300+ employees in Infor Services 6,114 education courses available 2,600+ go-lives 1,500+ partners Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 5 Specialized by industry 18 of top 20 aerospace companies 20 of top 20 automotive suppliers 10 of top 10 pharmaceutical companies 17 of top 20 industrial distributors 4 of the top 5 brewers 21 of the 25 largest U.S. healthcare delivery networks 10 of the top 10 high tech companies 6 of the 10 largest global hotel brands Infor Confidential 7,000+ industrial machinery manufacturers More than 5,500 industrial manufacturing customers 6 of the top 10 global luxury brands 15 of the top 20 global retailers 18 of the 20 largest U.S. cities 21 of the top 30 global banks Copyright © 2016. Infor. All Rights Reserved. www.infor.com 6 90,000+ customers in strategic verticals Powering many of the world’s most iconic brands MANUFACTURING Infor Confidential DISTRIBUTION HEALTHCARE SERVICES EQUIPMENT SERVICE, MGMT., RENTAL CONSUMER PRODUCTS HOSPITALITY PUBLIC SECTOR Copyright © 2016. Infor. All Rights Reserved. www.infor.com 7 Disruptive industry impact There truly is a new big player in town. … With very deep pockets and a real commitment to build ‘beautiful’ applications for the 21st century, Infor is one to watch.” Retail Systems Research ….the future means innovation, business models, culture change, and helping the enterprise buyer’s workforce evolve toward a more customer-centric world. Infor’s invest strategy is building towards this future.” Michael Krigsman CXOTalk Retail Systems Research, “Infor is for Real” , Paula Rosenblum, July 19, 2016 http://www.rsrresearch.com/research/infor-is-for-real?utm_medium=email&utm_source=RPW-7-19-16&utm_campaign=RPW_7_19_16 Michael Krigsman, CXOTalk, Infor COO: ‘Our customers kick ass’, July 18, 2016 http://www.zdnet.com/article/infor-our-customers-kick-ass/ Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 8 Disruptive industry impact …many large software vendors seem to move with the speed and frequency of the Earth’s tectonic plates. Infor’s moving way faster.” It's clear that Infor is on the move. Its investments in its technology platform are increasingly being adopted by its customers” Brian Sommer Tech Ventive IDC Brian Sommer, Tech Ventive, “Infor’s cloud evolution continues – big enhancements in financials”, April 7, 2016, http://diginomica.com/2016/04/07/infors-cloud-evolution-continues-big-enhancements-in-financials/ Christopher Holmes, John Santagate, Robert Parker, Simon Ellis, Kimberly Knickle, IDC. “Perspective: Infor Innovation Summit 2016,” Doc # US41243616. May 26, 2016 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 9 Infor strategy Industry Design Science Internet Network Last mile features No mods Content Multi-enterprise Design thinking Predictive analytics Global cloud Social business Digital transformation User-centered experiences Machine learning Optimization Open source XML integration Elastic supercomputer Commerce cloud Clinical exchange Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 10 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 11 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 12 PLM Science Apps EAM Localizations CloudSuite configurations CRM CPQ Analytics EPM Marketing Ecommerce HCM Finance Supply Chain Warehousing Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 13 Industry Core Best-in-class with industry editions Manufacturing & Distribution Healthcare Public Sector Hospitality Retail ERP PLM SCP Service Management ERP Point of Use Recall Management Clinical Integration HIE ERP Community Development Utility Billing Permitting AIS Financials HMS CRS Revenue Management Service Industry Financials Merchandising Store Operations Planning and Replenishment HCM CRM EAM HR Payroll Talent Management Learning WFM HRSD Talent Science SFA Marketing MRM Rhythm Personalization Service Case Mgmt. Asset Registry Maintenance Planning & Execution Project Management Sustainability Performance Management Supply Chain Execution Budgeting / Planning Expense Management ARC Cost Allocation Consolidation WMS TMS Yard Management Labor Management Warehouse Mobility Xi Platform Infor Cloud Services Amazon Web Services™ Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 14 Aerospace & Defense Public Sector Automotive Industrial Machinery Business Industrial Corporate Hospitality Distribution Healthcare Equipment Rental HCM Food & Beverage Infor Confidential Facilities Fashion Copyright © 2016. Infor. All Rights Reserved. www.infor.com 15 Aerospace & Defense Retail Automotive Rental Business Public Sector Clinical Industrial Machinery Chemicals Industrial Corporate Hospitality Distribution High-tech Equipment Rental Healthcare Facilities HCM Food & Beverage Fashion Federal Indicates new Infor CloudSuite offerings Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 16 Cloud momentum 7,000+ 62m+ 10,000+ 103 12 18,000 unique Cloud customers countries connecting to the Infor cloud Infor Confidential users AWS regions (aka data centers) around the world upgrades new customers Copyright © 2016. Infor. All Rights Reserved. www.infor.com 17 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 18 Infor Xi architecture In Context IAPI Integration • Documentation • Analytics • Learning • One API for Suite • REST support • Stateless • Open Source Cloud Architected Postgres • Linux • Apache ESB • • • • • User Experience • • • • • Infor Confidential Soho design standards HTML5 Social | Infor Ming.leTM Mobile Responsive • Multi Tenancy Amazon Web Services Auto scaling Auto provisioning Zero downtime upgrades Commerce Enabled Commerce cloud • Multi-enterprise business processes • Collaboration and payments • Enterprise Service Bus • Publish and subscribe • XML business documents Regulations & Compliance HIPAA • ITAR • FISMA • Local.ly • Science BusinessVault / SkyVault • Predictive analytics • Scale out Big Data • Optimizations • Copyright © 2016. Infor. All Rights Reserved. www.infor.com 19 Infor Xi platform Infor SoHo Infor Ming.le Infor Ming.le Homepages Mashups Infor Federation Services Infor ION Infor ION API Infor Bi Infor Skyvault Infor Document Mgt. Infor Local.ly UX Collaboration Extensibility Security Process integration API gateway Analytics Documents Reporting Infor Cloud Services – Docker-based elastic grid Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 20 Manufacturing suites Infor Confidential Aerospace & Defense Food & Beverage Industrial Automotive Fashion Business Industrial Machinery Equipment Distribution Copyright © 2016. Infor. All Rights Reserved. www.infor.com 21 Services suites Infor Confidential Healthcare Public Sector Financials & Supply Management HCM Corporate Copyright © 2016. Infor. All Rights Reserved. www.infor.com 22 Infor Labs Infor Confidential Dev Ops Cloud Operations Information Security Office Reference Architecture Release Certification Performance Benchmark Center Global Demo Environment Copyright © 2016. Infor. All Rights Reserved. www.infor.com 23 Software as a Service On Premise Hosted SaaS Applications Applications Applications Data Data Data Middleware Middleware Middleware O/S O/S O/S Servers Servers Servers Storage Storage Storage Networking Networking Networking Customer owns data Infor Confidential Subscribe Copyright © 2016. Infor. All Rights Reserved. www.infor.com 24 Cloud solutions outperform on premise 40% 36% 3X 30% 25% 24% 20% 18% improvement in profit margins 21% 17% 16% 10% 7% 0% Decrease in time it takes Decrease in cycle time to make decisions of key processes Improvements in complete, on-time delivery Improvements in profit margins Cloud Source: Aberdeen Group, “The Benefits of Cloud ERP: It’s About Transforming Your Business Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 25 Typical TCO comparison: on-premise vs. Cloud Reduce total cost of ownership by leveraging Infor Cloud options to eliminate your need for traditional IT infrastructure and reduce variability associated with managing these systems Annual Savings Cost Areas Hardware • • • • Services • Periodic technical upgrades, transition to cloud Infrastructure Risk Conservative Likely CloudSuite • • • • • Servers Virtual Machine Licenses Storage Backup hardware Database maintenance cost OS maintenance cost Hardware maintenance Real Estate, power and cooling Infrastructure license and maintenance • Disaster recovery IT Resources • Technical IT resources that support Infor applications (e.g., DBAs, System Admins, App Admins, Infrastructure, Level 1 Help Desk) Application Maintenance • Infor annual application maintenance, patching, customizations New Licenses • Additional on-premise software purchases Saas Subscription Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 26 Professional Services Support Training Certification Technology Partners Channel Partners ■ Infor CloudSuites Open source Auto s A&D Corporate Business Hospitality HCM Rhythm Fashion F&B Equipment Distribution Healthcare Public Sector Infor Application Services EAM XM HCM LMS HRSD LTM TS MRM Factory Track SCM ERPC ERPB Financials Supplier Exchange Infor Base Services Database ION Shared Storage Document Storage IFS Printing Automotive Exchange 3rd Party Tooling Batch Admin Access Logging Portal d/EPM/BI/BV Local.ly File Transfer Monitoring Mobile AWS Services EC2 Auto Scaling Route 53 EBS RDS SQS CloudFormation Cloud Watch ELB VPC S3 Glacier DynamoDB CloudTrail Cloud HSM IAM Regions Availability zones Workspace s Content delivery POPs Your journey to Infor CloudSuite Infor Confidential 01 Meet the Infor Cloud Experts 02 Discover your Options 03 Prove the Value 04 Lead with Best Practices 05 Feel Secure: Technical Infrastructure Workshop 06 Set up for Success Copyright © 2016. Infor. All Rights Reserved. www.infor.com 28 The rise of experience INTRODUCING Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 30 Marketing Engagement Service CUSTOMER Sales Infor Confidential CloudSuite Commerce cloud Commerce Copyright © 2016. Infor. All Rights Reserved. www.infor.com 31 #convergedcommerce Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 32 First in converged commerce Multi-channel marketing Award-winning UX CloudSuite integration Embedded science Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 33 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 34 Robust Broadest solution in the market – complete back office platform Talent Management Single & multi-tenant SaaS Science-driven Talent Science Global HR HR Service Delivery CloudSuite HCM HCM Analytics Learning Management Payroll Socially-enabled Modern UX Industry analytics, benchmarks, and dashboards Flexible deployment approach – Implementation Accelerators Proven 5,000 customers 50M paychecks monthly Workforce Management Infor Confidential 30 million applicants annually Copyright © 2016. Infor. All Rights Reserved. www.infor.com 35 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 36 Manage Your Assets Buildings Facilities Capital Equipment Tools Vehicle Fleets IT Manage Your Maintenance Strategies Manage Sustainability Reactive Inspection Preventive Energy Integration Reliability Condition-based Proactive CO2 Emissions Predictive Analytics KPIs Benchmarking Ports Airports Manage Your Business Process Labor & Contractors Material Management Scheduling Call Center Capital Projects Procurement Warehousing Regulatory Compliance Budgets Space Management Planning PLC SCADA Ecosystem Rolling Assets Infor Confidential Roads Tunnels Mobile Workflow Alerts Social Copyright © 2016. Infor. All Rights Reserved. www.infor.com 37 Real benefits of asset management 20.1% 5–15% 20% production capacity increase production downtime decrease 10–20% 28.2% 19.4% 10–30% 25% 6–11% energy efficiency increase overtime decrease labor cost decrease productivity increase storeroom inventory decrease maintenance material cost decrease energy cost decrease 25–50% contractor cost decrease Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 38 The age of connected intelligence Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 39 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 40 CloudSuite Financials & Supply Management What’s so exciting? Reinvented general ledger Market-leading last-mile functionality In-context analytics in user work streams Revolutionary user experience Cloud and mobile Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 41 In-Context analytics in user workstreams Role-based content Alerts and notifications Common reports, one click away Infor Confidential Complexity made consumable Copyright © 2016. Infor. All Rights Reserved. www.infor.com 42 Supply chain–continuous visibility Factory Infor Confidential Ocean Port Warehouse Truck Dealer Workshop Customer Site Copyright © 2016. Infor. All Rights Reserved. www.infor.com 43 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 44 Predictive maintenance Sensors Infor Confidential Infor IoT Science & Predictive Learning Infor Ming.leTM EAM Maintenance Copyright © 2016. Infor. All Rights Reserved. www.infor.com 45 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 46 Predictive maintenance Healthcare Infor Confidential Hospitality Facilities Public Sector Copyright © 2016. Infor. All Rights Reserved. www.infor.com 47 The future belongs to networked companies Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 48 The power of networks Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 49 The business network Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 50 Complexity Enterprise Enterprise % 80 Infor Confidential of the data needed to effectively run a global supply chain resides with partners Suppliers Manufacturing Distribution Channels / Customers Copyright © 2016. Infor. All Rights Reserved. www.infor.com 51 GT Nexus Single technology platform Largest single network Fused financial & physical supply chains Banks Financial supply chain Sellers Community Applications Platform A robust global community of companies, including category leaders from every major industry vertical A suite of business applications that fuse financial and physical supply chain processes A network platform capable of modeling the relationships between companies Infor Confidential Physical supply chain Copyright © 2016. Infor. All Rights Reserved. www.infor.com 52 Global trade & supply chain orchestration Infor Confidential $100bn in goods managed on the platform 18,000+ suppliers and factories $40bn direct procurement spend 750 buying agents 28,000+ businesses on the network 40 financial institutions 100,000+ users worldwide 13,000+ carriers 11 million containers managed 95%+ ocean capacity 350 global enterprises across industries 70% of volume truck and air Copyright © 2016. Infor. All Rights Reserved. www.infor.com 53 Global commerce requires multi-enterprise ERP Commerce cloud Single version of the truth The Enterprise SUPPLIERS CUSTOMERS LOGISTICS SERVICES PROVIDERS Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 54 The GT Nexus solution set SELLERS 1 Unique platform that integrates network and applications BUYERS 2 Procure-to-pay Supply collaboration LOGISTICS PROVIDERS Supply chain finance Factory management Inventory management Transportation management Infor Confidential FINANCIAL INSTITUTIONS SUPPLY CHAIN INTELLIGENCE The only platform that integrates physical and financial solutions 3 Largest network in the cloud Copyright © 2016. Infor. All Rights Reserved. www.infor.com 55 When will it arrive? The science approach Shanghai Ning Bo 1 day 1 Loaded on truck Infor Confidential 2 days 2 Los Angeles 1 day 3 12 days 4 Arrived Loaded Vessel POL on vessel departed 2 days 5 Topeka 2 days 6 Arrived Loaded POD on truck 7 Arrived Copyright © 2016. Infor. All Rights Reserved. www.infor.com 56 GT Nexus commerce cloud Retail Consumer Infor Confidential Apparel & Footwear Life Sciences Suppliers & Financial High Tech Discrete Logistics Providers Process Copyright © 2016. Infor. All Rights Reserved. www.infor.com 57 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 58 THE HOOK & LOOP MISSION Deliver experiences people love. Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 59 Hook & Loop is here to imagine and develop better ways of working. DESIGN STRATEGY TECHNOLOGY Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 61 THE MISSION To create end-to-end solutions that help enterprises outpace digital disruption and unlock growth opportunities Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 62 DIGITAL AS A SERVICE Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 63 Create differentiation / IP New capabilities Operational Efficiency Run better Infor Confidential Customer Engagement Employee Engagement New revenue stream Copyright © 2016. Infor. All Rights Reserved. www.infor.com 64 CUSTOMERS OPERATIONS EMPLOYEES Digital as a Service H&L Digital Platforms Solutions Strategize / Design / Assemble / Run ION API / Infor Ming.le / CX / IoT / SkyVault CloudSuites / Commerce Cloud / Non-Infor Systems DIGITAL ENGAGEMENT DIGITAL ENABLEMENT DIGITAL BACKEND The enterprise / The brand Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 65 An end-to-end digital solution in the cloud Strategize Design Assemble Run Focus on company mission and define the vision for digital transformation Define components and create experiences based on business and user needs Leverage products and platforms to assemble digital cloud services Manage digital products and provide continuous support, updates, and deployment Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 66 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 67 Infor Services Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 68 Infor Services transformation Education Consulting Cloud Ops Support Infor Confidential Customer Success Copyright © 2016. Infor. All Rights Reserved. www.infor.com 69 Infor Services portfolio Advisory Services Deployment Services Education Services Managed Services Support Services Business consulting Implementation and upgrades Classroom and virtual training Application management services Infor cloud support center Cloud migration End user training Post production support Cloud Command Center (3C) Data migration Education subscription Process monitoring Flexible support options – essential, premium, and elite Value engineering Organizational change management Digital transformation Testing automation Data lifecycle management Performance optimization Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 70 Infor Education Alliance program Centers of Excellence Classroom integration Scholar interns Infor Confidential Infor- and industry-ready talent Product certification Skills marketplace Copyright © 2016. Infor. All Rights Reserved. www.infor.com 71 Infor Transformation CloudSuite Dynamic Science Labs Amazon + open source New management team 400 new products Hook & Loop R&D 1,500 new engineers New strategy Integration Product assessment Consolidation 2002-2007 2007-2010 FY 2003 Revenue: $73 million Infor Confidential December 2010 Innovation Phase Today FY 2015 Revenue: $2.8 billion Copyright © 2016. Infor. All Rights Reserved. www.infor.com 72 Leadership team Charles Phillips Duncan Angove @cpinfor @d_angove Chief Executive Officer During Phillips' seven-and-a-halfyear tenure, Oracle tripled in size and successfully acquired 70 companies. Prior to Oracle, Phillips was a managing director in the technology group at Morgan Stanley, where he was an Institutional Investor All Star for 10 consecutive years. Before his 18year career on Wall Street, Phillips was a captain in the US Marine Corps in the 2nd Battalion, 10th Marines artillery unit. Infor Confidential President, Products Prior to Infor, Angove was general manager of the retail global business unit at Oracle Corporation, where he ran development, consulting, and sales and marketing and led Oracle to the number one market position in retail applications. Preceding his accomplishments at Oracle, Angove was a member of Retek’s executive management team, where he took the company public. Stephan Scholl President, Sales & Services Scholl’s leadership and passion in helping customers modernize and transform their business has allowed Infor to emerge as the third largest enterprise software company in the world. Prior to joining Infor in December 2010, Scholl established Oracle Corporation’s tax and utilities global business unit as the market leader with responsibility for sales, consulting, development, and marketing. From 2006 to 2009, Scholl ran Oracle’s North America consulting group, one of the company’s largest organizations. Pam Murphy Chief Operating Officer @PamMurphyinTech Murphy joined Infor in 2010 as Senior Vice President of Corporate Operations. She has been with Infor since December 2010. Prior to Infor, she spent 11 years at Oracle Corporation, where she was responsible for a wide range of operational and financial functions, which included running global sales operations, running consulting operations for Europe, the Middle East and Africa, and running field finance function for Oracle’s global business units. Prior to Oracle, Murphy was with Andersen Consulting and Arthur Andersen (now Accenture) where she provided strategy, direction, and counsel to existing and potential clients. Soma Somasundaram EVP, Global Product Development Somasundaram has 30 years of experience in enterprise resource planning, supply chain, and financial applications. Soma has been with Infor since the company was founded and has continually applied his comprehensive understanding of the IT industry to play an integral role in the growth and development of the company. He also makes sure that Infor’s unique technology platform creates seamless connections between all applications, giving customers unmatched flexibility. He also brings global business experience to Infor, having worked in many countries around the globe, including India, Germany, Australia, the UK, and the US. Copyright © 2016. Infor. All Rights Reserved. www.infor.com 73 Product strategy feature walls Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 74 CloudSuite Automotive, Aerospace & Defense, Electronics, Industrial, IM&E (LN Solution Platform) Core Features Order management Channel sales portal Product configurator Infor CRM integration Billing overhaul Sales analytics Global Trade Compliance Field service & depot Mobile field service Territory management Resource management Serial genealogy Project Services Expanded MRO Manufacturing Repetitive Manufacturing* Shop Supervisor workbench Shop order splitting Infor PLM Accelerate Barcoding Time and attendance Production analytics Quality tracking on serial ID Industry Features Finance and GRC 50+ workflows User and process monitoring Multiple countries in base Complex multi-currency Automated cash application Authorization management* US GAAP Improvements Quality Statistical Process Control Non-conformance Corrective Action Plans Quarantined inventory FMEA* Quality Analytics Procurement Supplier collaboration Landed cost Strategic sourcing Vendor rating Procurement Analytics Requisition workbench Automotive OEM / Suppliers Supplier Collaboration UN / EDIFACT messaging Handling units Kanban / barcoding / labelling Line assembly control Rescheduling released orders Self billing 3-way match Retro billing Pick up sheets Honda certification* Aerospace and defense Contract flow-down clauses Project netting / Commingling Borrow, Loan and Payback First Article Inspection DD250 / SF1034 / SF1443 Government audit support Gov. Furnished Property Supplier progress payments Earned Value Export control* Authorizations* ITAR Minority Business Reporting* Employee Skills Validation* SAB74 Revenue Recognition Confidential *Infor Coming soon Platform High tech electronics Vendor Managed Inventory Corporate purchase contracts Manufacturing Part Numbers Approved Vendor List Reference designators Customer furnished property ROHS / WEEE Industrial manufacturing As-built / as-maintained Warranty contracts Rule based maintenance Claim management Installment billing IoT for telemetrics Resource Management* User experience Infor Ming.le Workflow Content Role Based Homepages Role based workbenches ‘Clearwork’ Workbenches 508 Compliance (In-Context) Analytics Quality and procurement A&D phase 2 Procurement, Vendor Management Integrations Configure Price Quote Infor CRM PLM (Accelerate) Local.ly Electronic Bank Messages Expense management Industrial machinery and equipment ETO/MTO Project Management Shop floor activity tracking Maintenance Management Service planning optimization Warranty and claim management Progress billing Inventory tracking and control Mobile field service Resource Management* Cloud enablement Extensibility Multi tenancy Postgress DB Copyright © 2016. Infor. All Rights Reserved. www.infor.com 75 CloudSuite Food & Beverage, Fashion, Equipment, Distribution, Chemicals (M3 Solution Platform) Core Features Platform Sales Significantly enhanced Equipment Quotation Management Inventory management New concept for FG Allocation priority Quality Management v2 Special Price Agreements (Ship & Debit) New Sales Hub, improved search, cash-desk integration & keyboard shortcuts New Cash Desk Mashup increase usability Payment terms on customer order line Shipment tests. Rules based COA-configuration New Customer Order matrix management for Fashion Improved back order prevention Trade promotion management for distribution New Price/Margin Simulation Service & rental Calculated tests Lab.order & Spec. report print CO-returns/quality Supply chain New Mass close, replace items Enh change CO’s, delete New Aggregated maintenance of a PO & DO by style, Color across/ within orders Support new freight calculation process also for inbound & outbound deliveries and shipments Enhanced “move” of WO transactions Enhanced time reporting Attribute-based services Detentions & Accessorials support New Project Portal Mashup (New SKU) Enhanced parts supply to field service vans Farmer & Grower Contracts for grains, fruit & vegetables (livestock?) Supply chain rebuild / Inventory by-pass 6 day week rental price calculation Auto-create leasing from EQM Contracts with advanced pricing. Settlement process establishing final prices Payment of net due to farmer New Mobile Field Service Farm-lot data and growth history Target Buying Assistant Procurement Manufacturing Full-screen multi MO-reporting of receipt into stock Full-screen MO-reporting of materials issues and returns using advanced distribution logic. SWB-Material workbench filter based on %-age of Sales Time SWB-Min coverage calc using Safety stock days New style composition by part/color Micro verticals Equipment, Fashion, Food & Beverage, Chemicals, Distribution, Manufacturing Finance / R&S Infor bi/analytics New countries supported Russia & Turkey (via Local.ly) Improvements to existing countries – Malaysia, Czech, Slovakia, Canada, India, France, Italy, Mexico, Portugal Business Intelligence, Analytics, In context, Drillback Enhanced and expanded industry analytics for all: Fashion, Food & Beverage, Manufacturing, Distribution, Equipment Accounting identity extended to 10 char for improved analysis New module for Financial Audit and Accounting (FAA) New module for Environmental Tax Management (ETM) Integrations User Experience Xi enabled with Ming.le, IDM,IES & ION workflow H5 client comparative with Smart Office CloudSuites Fashion, Food & Beverage, Distribution Enterprise & Equipment Rental CloudSuite M3 for UpgradeX PLM Optiva, M3 CLM, Supplier Exchange, Infor BI, Infor dEPM, Infor e-commerce, Infor SCE/WMS, Infor CPQ, Fashion PLM, Advanced Planner, Infor EAM, Demand+ New solutions Grower Contract Management, Mobile Field Service, Fashion Product Lifecycle Management, Fresh Food Planner, Quality Module, Customer Lifecycle Management, CRM for Equipment, Report Manager, Sales Hub New PO Matrix handling for Fashion Supplier Rebates Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 76 CloudSuite Industrial & Business (SyteLine Solution Platform) * Coming soon Core Features Industry Features Platform Human Resources 360 Employee Form On boarding process template Injuries & reporting for workers comp Employee self service PO Requisitions to self service* Molding industry pack – NEW Resources–tooling Alternative BOMs Co-jobs and co-projects User experience New Mobile Field Service & Scheduling* Responsive Design & Drag & Drop* Ming.le Role Based Home Pages* Business analytics, executive dashboard metrics Inventory – pick/pack/ship Support for EDI advanced ship notice (ASN) Freight & miscellaneous charges Ship Non-Inventory items Unship shipments & Default packaging information to the shipment Default packaging information to the shipment Document number on transactions* Financials EFT formats & banking & bank statements* Multi Currency PO to AP and CO to AR* SEPA direct debits & DAS2 fiscal reporting Analysis dimension & attributes Multi-org Single instance multi site option Confidential *Infor Coming soon Printing & packaging industry pack – enhancements User defined operations types & codes User defined times & materials Custom formulas Flexible workbenches Quick estimates Process industry pack – NEW Formulations Split BOM & batching for multiple pack configuration Multiple unit of measure conversions – density & volume Yield management Automotive industry pack – enhancements Infor Automotive Exchange Additional enhancements to blanket orders New OEE – Operational Equipment Effectiveness* Compliance 508 (disability) compliance–VPAT, WCAG FISMA/NIST/FedRamp–ATO Germany financials certification France financials certification* FDA compliance Integrations Infor SCE (ION) Infor CRM (ION) Infor PLM Accelerate (ION) Infor XM (ION) – Time Sheets & Expenses Cloud enablement Multi tenancy, automation, administration, IFS New Reporting using Data Views & Report Forms* Getting Started Wizard* Copyright © 2016. Infor. All Rights Reserved. www.infor.com 77 CloudSuite Wholesale Distribution (SX.e Solution Platform) Core Features Order Entry No Cancel/No Return Item Original Promise date 3rd Party Freight Pre-Invoice Exceptions Inquiry Invoicing Exceptions Order Origin Order Origin – Stock Order Speed Entry Multi-Line Speed Entry Single-Line Product Restrictions Delivery Document Ranges International/Export Hold Accounting AP Invoice Center-Auto Receive PO/DO Bill PO/DO Add-ons to Tied OE/DO AP Inquiry – AP Aging Buckets BACS Payments – International Customer Setup – Extended Instructions AR Ship To Improvements – Create Date AR Period Analysis – Ship To Totals Industry Features Pricing Product Micro Verticals Region Pricing Price Override Tolerance Limits Highest Price Manual Rebates Pricing & Rebate record creation performance enhanced Shared Rebates Rebate reconciliation pending enhancements Invoice type included on rebate credit memos New SA Pricing Science Report Hazardous Material items Environmental Handling Fee Product creation from catalog records Surplus Stock Report enhancements Product and Vendor Product fields expanded Tiers and Preferences usage and replenishment Customer reservation not replenished Industrial, Electrical, Building Materials, Plumbing, HVAC, Pipe, Valves & Fittings, Fluid Power Inventory Management Alternate Product Price Physical Count Improvements IC – Harmonize Code/Country of Origin PO Exception Report Enhancements Usage Based on Requested Ship Date Value Add VA Entry Cut Allocation VA integrated w/CPQ Negative VA order totals prevented Vendor nonstock returns unit of measure Miscellaneous Notes-Required Note Warning Notes-Reorder Pages & Documents Supplier Link now Product Data Import Inventory Surplus – PO/RM or WT/RM Keyword search string size increased Exporting records from grids Validation added for XML reserved characters User Experience 10x enabled with Ming.le & ION workflow 10x Infor SoHo Styling WebUI SX.e Infor SoHo Styling CenPOS(MT& HTML5) Single Sign on (Active Directory Federation Services) Speed Order Entry CloudSuites CSD Infor BI/Analytics Infor Business Intelligence with Infor Distribution Business Analytics Integrations Inforce, ICB, Infor CRM, Supplier Exchange, Infor BI, Infor Reporting, Infor SCE/WMS, Infor CPQ, Infor Lawson Enterprise Financials, Interaction Advisor, TWL, StoreRoom, Taxware, Shipping Interface, CenPOS, Infor Ming.le, BillTrust, Unforms, MaxRecall, Unibar New Solutions Project Job Management, OrderPoint, Proof of Delivery Warehouse Management Module added to Core Sx.e Entry Level warehouse management solution Allows tracking quantity at Bin Location Confidential *Infor Coming soon Copyright © 2016. Infor. All Rights Reserved. www.infor.com 78 CloudSuite Financials & Supply Management (Lawson Solution Platform) Industry Features Platform Workforce budgeting Define headcount requirements Model salary adjustments Determine position requirements Assessing room for increasing or decreasing staff Healthcare Powerful and flexible platform Mobility of financial management applications Workforce Budgeting Healthcare specific analytics Capital Planning Overall features Role-specific landing pages Role-specific menu navigation Role-specific actions Predefined wizards Real-time, in-context analytics Security profiles Alerts and Notifications Public sector (non-federal) Powerful and flexible platform Workforce Budgeting Capital Planning User experience Infor Ming.le Workflow Content Role Based Homepages Role based workbenches Supports the most recent version of Infor ION CE Proven integrations with Infor Lawson Clinical Bridge Multi-tenant cloud and on-premise deployment options Core Features Budgeting and planning In Memory Grid Technology On the fly forecasting Access from anywhere on any device Real time decisions Support for Task Management and Workflow Workbook wizards Decision packages Enhanced capabilities Grant management Accounts payable invoice automation Cash management Treasury management Close management Reconciliation management Student activity management Extended mobility GLN standards Mobile applications Financial consolidations Production of consolidated financial statements Near real time summarization of business performance Intercompany elimination entries Translation of reporting entity statements prepared using different accounting methods Infor Confidential Field Level auditing Strategy management Tactical and operational plans Scenario-based analysis and comparison Performance measures Results tracking to evaluate performance against plans Capital planning Assessment of capital investments Cost allocations Identify cost objects regardless of origin Aggregate costs to cost objects, and then leverage cost drivers to allocate overhead All industries Powerful and flexible platform Mobility of financial management applications Workforce Budgeting Industry specific analytics and KPI’s Hospitality Retail Professional services Non-profit Media and entertainment Banking Insurance Financial services Service industries (Non-project invoicing) Infor bi/analytics Infor Reporting, Business Intelligence, Analytics Enhanced and expanded industry analytics for Healthcare Integrations Infor Cloud Suite Financials 11 Lawson (S3) Enterprise Applications 10 XA Syteline 9 Infor Process Automation Infor Mingle & Infor ION Infor Enterprise Search Infor Enterprise Asset Management (EAM) Supply Chain Execution (SCE) *New Infor Science Labs Opportunities *Infor Document Management Cloud enablement Extensibility Single tenancy Extensibility framework expansions: Unlimited custom fields Global ledger with unlimited attributes for rollups and reporting Copyright © 2016. Infor. All Rights Reserved. www.infor.com 79 Infor CloudSuite HCM Core Features Global HR Org & Person Structure Supervisory Structure Skills, Credentials, Licenses Jobs & Work Assignments Benefits Administration Absence Management Occupational Health Position Budgeting Employee Relations Off-boarding Country Localizations Talent Management Competency Framework Talent Acquisition & Onboarding Behavioral & Skills Fit Analysis Team Fit Compensation Management Development Planning Goals & Performance Succession Planning Learning Optimization Total Rewards* Team Flight Risk* Payroll Pay & Deductions Gross to Net Checks W2, Tax & ACH Talent Science Behavioral Assessment Strategic Leadership Insights Applicant Tracking Career Path Fit Behavioral Onboarding HCM Analytics Healthcare analytics HR KPIs Learning Management Learning Content Management System / Content Creator Advanced Certification Ad Hoc Reports Mobile Learning Confidential *Infor Coming soon Workforce Management Time & Attendance Scheduling Optimization Workloads Assignments Leave Management & Accruals Mobility HR Service Delivery Knowledgebase Case Management Client Toolsets Industry Features Platform Healthcare Central staffing Workload measurement Nurse patient assignment* Leadership Competencies Behavioral Profiles User experience Infor Ming.le™ Business Collaboration Role Based Homepages Mobile HCM Public Sector Teacher Contract Pay Collective Agreements Labor Relations Leadership Competencies Behavioral Profiles Retail Top performer scheduling Fair scheduling Hospitality Tips & Tokes Industrial manufacturing Labor cross-charging (In-Context) Analytics HCM Analytics Infor BI Infor Reporting Skyvault* Integrations CloudSuite FSM Infor M3 BSI MHC 3rd Party Inter-operability: • Multiple with Talent Science • Background check vendors • Resume Parsing • WOTC • ATC • Learning Content Cloud enablement Extensibility Multi tenancy Global hosting Copyright © 2016. 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All Rights Reserved. www.infor.com 80 Public Sector Core Features Industry Features Financials & Supply Management Financial Management Budgeting & Planning Payroll Purchase Order & Requisitioning Analytics Enterprise Asset Management Hierarchical Asset Management Network Asset Management Linear and Roadway Asset Management Work Order Management Advanced Depreciation Models Human Capital Management Talent Science HR Management Payroll Learning Management Workforce Management Utility Billing Meter Management Water/Waste Water Billing Storm Water Billing Trade Waste Billing Call Center Community Development Planning Permitting Licensing Case Management GIS Billing CRM Call Center Requests for Service/Complaints 311 Outreach Campaigns Confidential *Infor Coming soon Public Safety 911 Call Center CAD (Computer Aided Dispatch) State Government Financial Management Budgeting & Planning HR Management Learning Management Workforce Management Permitting, Licensing, Case Management Asset Management, Work Management Municipal Government Financial Management Budgeting & Planning Talent Science HR Service Analytics for Public Sector Public Safety (CAD) Permitting, Licensing, Case Management Asset Management, Work Management Utility Billing Platform Infor Ming.le™ Social Business Infor Mobile Apps Infor Smart Office™ User Productivity Analytics Pervasive, Embedded Business Intelligence Business Vault, Business Intelligence Infor Business Cloud™ Hybrid, SaaS, Infor Sky Vault™ Infor ION® Integration, Workflows & Alerts K-12 & Higher Education HR Management Learning Management Workforce Management Financial Management Budgeting & Planning Health & Human Services Supply Chain Management Enterprise Asset Management Warehousing and Transportation Financial Management Budgeting & Planning US Federal Clinical Integration Health Information Exchange Customer Relationship Management Asset Management, Work Management Transportation & Utilities Financial Management Budgeting & Planning Expense Management Permitting, Licensing, Case Management Asset Management, Work Management Utility Billing Copyright © 2016. 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All Rights Reserved. www.infor.com 81 CloudSuite Healthcare (Finance and Supply Management) Core Features Industry Features Platform Social collaboration Mobile apps Desktop productivity Workflow, alerts & analytics Clinical integration Complex event processing Business intelligence Health data Operational data Landmark Technology Runtime Infor Landmark Administrator Infor Process Automation Infor Spreadsheet Designer Infor Notifications Infor ION Connector Infor Ming.le Enterprise Infor ION PROCESS Grid Edition Infor ION CONNECT3P 3rd party connectivity Grid Edition Infor Reporting & Analytic Foundation Infor BI Consumer Infor BI Professional Infor Mobile Dashboards Financial Analytics Financial Core Analytics Supply Management Analytics Role-specific landing pages Enhanced Capabilities Add on Modules: New req widgets- gets supplies to clinicians faster Role-specific menu navigation Grant management Procurement Role-specific actions Predefined wizards Accounts payable invoice automation Cash management Strategic Sourcing / Supplier Portal EDI for Supply Chain Management Real-time landing page data -quick decisions reducing the chance for Health System credit holds due to lack of information Field level auditing Treasury management Point of Use Real-time, in-context analytics Close management Recall Management Security profiles Reconciliation management Mobile Supply Chain Management Alerts and notifications Student activity management Surgical Instrument Management Supplier Portal Clinical Interoperability Extended mobility GLN standards Data Exchange Mobile applications Financials Person Matching Aggregation Enterprise Performance Planning Compliance Cost of Care Grant Accounting Finance Close Management Financials Student Activity Management Payroll Expenses Cloverleaf Clinical bridge Human Capital Talent Expanded GL account string- explore strategic imperatives like cost per patient Project reporting improvements -improved tracking vs. budget for Health System grants and projects Improved budget change workflow- simplifies complex Health System approval processes Simplified labor distribution- Increases a hospitals Corp Accounting and Supply Chain employee productivity and eliminates need for customizations SCM & Warehousing Integration- visibility across hospital systems and inventory activity across supply chain EAM integration- greater ability to schedule and manage Health System assets such as mobile medical equipment, Linear Accelerator’s or PET/CT systems Supply Chain HR Procurement Workforce Assets Fulfillment Inclusive of case details on bill only- capture physician, nurse, procedure and case detail on requisitions Engagement Reqs now include add-on freight ability to enter add-on cost to a req approval process and be edited vs budgets Referrals Patient Communication Marketing Confidential *Infor Coming soon Copyright © 2016. 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All Rights Reserved. www.infor.com 82 Infor Enterprise Asset Management (EAM) Core Features Industry Features Mobility Support for Phones Support for Tablets Support Disconnected/Connected Casual User Access Materials Management Stock Room & Warehouse Management ABC, EOQ analysis Integration to ERP, extension to iProcure Materials Marketplace Linear Asset Management Update Linear Referencing Straight Line Diagram Dynamic segmentation of cost, work, and tasks Integration to GIS Quality, Compliance & Regulation Support for 21 CFR Part 11 Full Audit Trail 508 and FISMA compliance State of Good Repair ISO 14224, ISO 55000, PAS-55 Asset Performance Management Risk Management Reliability Management Operator Checklist Condition Assessment Work & Preventive Maintenance PM Scheduling, Maintenance Patterning Casual user access, Contractor Portal Work scheduling (basic to advanced) Mobile field extensions built Verticalized Configuration Infor R&D Delivered – Healthcare, Enterprise, Hospitality, *Transit (Bus) Partner Delivered – Transit, Airports, Power Generation, Facilities, Radio Asset Management, Micro-Brewery Infor Services Delivered – Horizontal Asset Management, Oil & Gas, Manufacturing, Pharmaceutical, Chemical, Life Sciences Inspection Management Work and Activity Checklists Qualitative and quantitative Inspection support Calibration Module Real-time integration to SCADA/PLC and automation monitoring systems Extensibility framework Screen cloning, designing, creation Support 14 languages + lunar calendar User defined fields, unlimited custom fields Java script support, custom page support, web services tier fully accessible Oil & Gas Support for field mobile needs ISO and PAS Standards Management of Change flows Linear management, component structure support and hierarchy Confidential *Infor Coming soon Facilities Management Pre-configured deployment of CloudSuite Facilities Management model Pre-seeded data sets Pre-built workflow Support for Professional and Casual User Access Key Management, Space Management, Move Management, CAD Integration Platform Transit & Transportation Operator Checklist State of Good Repair Linear Asset Management Maintenance Patterning Maintenance Kiosk Pharmaceutical & Life Science Calibration Management Audit Trail and Electronic Signature PM Revision Control Access Controls w/ Real-time Reporting methods Healthcare Support for J-CHO audit and CMS Guideline standards Designed for facilities, landscape, hardscape, biomedical, and fleet management needs Prebuilt configuration and seeded data for vertical approach User experience Infor Ming.le Workflow Content Role Based Homepages 508 Compliance FISMA Compliance Business Intelligence Analytics Predefined Asset Reporting Widgets Predefined Cubes Support for dashboards and in-context BI Widgets Full deployment of web architected reporting tool Integrations Prebuilt connectors to common Infor ERP and extensions Prebuilt connectors to 3rd party ERP ION and Web Services Cloud enablement Extensibility Framework Multi tenancy, Single Tenancy Postgress DB Copyright © 2016. Infor. All Rights Reserved. www.infor.com 83 Videos Travis Perkins video: https://vimeo.com/inforvideoteam/review/172811309/e6e54efed4 CloudSuite video: https://vimeo.com/inforvideoteam/review/170523126/7d193419ed Whole foods video: https://vimeo.com/inforvideoteam/review/172984360/9bd69eb563 Platform Animation: https://vimeo.com/inforvideoteam/review/174138506/b4b93f6945 HL Digital video: https://vimeo.com/inforvideoteam/review/173971157/db235e5a57 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 84 INFDTP1482386-en-US-0816-3 Infor Confidential Copyright © 2016. Infor. All Rights Reserved. www.infor.com 85