SYTL-1001 Houston Hays -...

1Copyright ©2015 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.


Achieve Fast and Easy Upgrades for CloudSuite Industrial (SyteLine)SYTL-1001Alan HaysInfor Consulting Services


Full disclaimerThis 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.


Discussion topics

Disruptive changes, issues and pains weighing on industrial manufacturing

Infor CloudSuite Industrial (SyteLine): A path to the future

Why Upgrade?

Upgrade X: Your path to the cloud

Best practices to ensure successful and easy upgrades

Implementation Accelerators (IAs)


GOAL Sustain growth and maintain customers:new products, new markets

Disruptive changes in Industrial Manufacturing

Customer Influence• Informed customers• Earned loyalty• Frequent communication• Increased customization

Product evolution• Connected products• Additive Manufacturing• 3rd party participation• Increased technology

Shifting markets• Constrained growth• Next shoring• Serviceability and recycling• Shortened lifecycles

Quality challenges • Increased complexity• Supply volatility• Shorter development time• Increased regulations


Your critical business issues• How do I manage my …• 15 plants, 40 distribution centers, 15,000 items, 8,000 people, etc…• …and upgrade my ERP environment?

• Running 5-10 different ERP systems via acquisitions• 150 custom modifications to the go forward ERP solution (10+ years old)• Other significant pain points:• Must improve service and lower costs• How do I get more utilization out of my plant and people?• How do I bring new products to market faster?• How can I change my business faster than my competitors? • ...and can my software keep up

7Copyright ©2015 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice. 7

Why Upgrade? A viable solution


Best in Class mid-Market organizations run on the latest version of their ERP software58%

Source: AberdeenGroup: 2014, The Value of Upgrading ERP: Maintaining Modern Technology


Why Upgrade?Modern ERP platforms deliver enhanced functionality

Benefits AchievedThrough Use of ERP

UpgradedVersion of ERP

OlderVersion of ERP

Impact of Upgrade

Reduction in operating costs 13% 10% 3%

Reduction in administration costs 14% 9% 5%

Improvement in complete and on-time shipments 22% 15% 7%

Improvement in key inventory turns 52% 36% 16%

Reduction in inventory 17% 9% 8%

Improvement in cycle time and key business processes 22% 13% 9%

Improvement in internal schedule compliance 17% 14% 3%

Source: Aberdeen


Why upgrade to latest release?To modernize & stay competitive

Retire legacy modifications and reduce TCO

• Reduce system code modifications.

• Standardize on a simple but powerful platform.

• Optimize processes without functional tradeoffs.

• Better User Support through being on the latest platform and functionality

Tap into market-leading innovation

• Capitalize on Infor’s continued investment in innovation.

• Take advantage of modern technologies that can change the way you work.

• Benefit from Infor’s thought leadership and vision around the role of technology in your business.

Get industry-driven solutionsthat bend without breaking

• Benefit from robust micro-vertical functionality out of the box.

• Added value from having access to latest software.

• Easily adopt extension applications to support changing demands


Why Upgrade toCloudSuite Industrial (SyteLine) v9?

• Enhanced user experience• Business Intelligence • Innovative Technology

• Infor Ming.le™

• Infor ION • Infor Mongoose

• Browser & mobile form factors• Single instance multi site• Fast deployment & time-to-value, low TCO• Unique industry capabilities


Top 5 reasons to upgrade CloudSuite Industrial (SyteLine) v9

Pain Point Sample Feature Value Statement

Inability to accessdata and make decisions quickly

• New User Experience• 360 forms• CloudSuite BI

Enhanced navigation and easy access to information allows you to move at the speed of business

Tied to a desktop or Citrix

• Web/browser deployment• Mobile access anywhere/anytime

Provides better control, visibility, and management of theentire enterprise

Manage global financial operations

• Multi-books• Extended Unit codes• IFRS certification• Local.ly integration

The true meaning of scalability – a single ERP solution to fit your needs with global functionality. Flexibility not only with organic growth but with M&As as well

Systems highly customized & difficult

to maintain

• Enhanced multi-site• Industry capabilities built into the core and industry packs

Upgrades continue to become less intrusive and easier to take on. This enables companies to focus on operational improvements rather than IT headaches

Required enterprise capabilities from best of breed solutions

• ION and other integrations• Factory Track, CPQ, CRM, PLM, CADLink, XM, EAM, SCE

Access to Infor Enterprise portfolio empowers a company to grow and extend your solution capabilities.


Infor SyteLine path to the futureA focus on value and choice


Upgrade options for SyteLine customers

Choice & Value

OPTION 1Upgrade to latest 10x version on premise

Infor CloudSuite Industrial (SyteLine)

OPTION 2UpgradeX path to the cloud • Infor CloudSuite Industrial• Infor CloudSuite Aerospace & Defense• Infor CloudSuite Automotive• Infor CloudSuite Industrial Enterprise


Comparison of upgrade options Upgrade

on premise UpgradeX

Solution On Premise Infor CloudSuite Industrial

Infor Industry CloudSuite

Deployment On premise Perpetual license Cloud deployment with SaaS per user pricing

Functionality Latest version Latest version on full next-generation business platform

Technology Latest technologyMinimize mods

Latest technology in the cloudModifications / customizations not necessary

Management Customer’s responsibility

Infor’s responsibility(Ensures latest solution / tech at lowest TCO)


Comparison of upgrade options Infor CloudSuite Industrial (SyteLine)

Upgrade on premise UpgradeX

SolutionOn Premise

Infor CloudSuiteIndustrial

Infor Industry CloudSuite

Offering CloudSuite Industrial (SyteLine) on Premise

Infor CloudSuite IndustrialIncludes ERP, APS, Service, Quality, Workbench Suite, RFQ, Doc-Trak & Infor Campus

Additional industry suites• CloudSuite Aerospace & Defense• CloudSuite Automotive• CloudSuite Industrial Enterprise• CloudSuite Food & Beverage

Industry Capabilities

Core industry functionality

Tailored to typical SyteLinemanufacturing customer

• Pre-defined industry suites• Complete business process for respective micro-verticals


Cloud Adoption Paths

(Re) InvestStrategic selection of industry specific solution to enable future business model

ExpandAugment on premise ERP with extension app in the Cloud

ModernizeTransition from legacy ERP to modern Cloud/10x


Why Upgrade? Why UpgradeX in the Cloud to CloudSuite Industrial

CapabilitiesSyteLine

v6.x or earlierSyteLine

V7.x or v8.xUpgrade to

CSI (SyteLine)CloudSuite Industrial

Complete Microsoft .Net ERP solution No Included Included IncludedMongoose Development Framework No Included Included IncludedRoHS & REACH Governance & Compliance No No Included IncludedPromotion/Pricing & Rebates No No Included IncludedAPS (Advanced Planning & Scheduling) Optional Optional Optional IncludedService Management Optional Optional Optional IncludedQuality Management Optional Optional Optional IncludedDoc-Trak Optional Optional Optional IncludedInfor ION – Integration solution No Optional Optional OptionalInfor Ming.le™ - Business Collaboration No Optional Optional OptionalCloudSuite BI & Vendor/Customer Portals No No (v7) &

Optional (v8) Optional Optional

Infor Factory Track No No Optional OptionalInfor BI & Reporting No No Optional OptionalEmployee Self Service No No Optional OptionalAuto &/or Supplier Exchange No No Optional Optional


UpgradeX ProgramYour path to Infor CloudSuite


UpgradeXProgram overview

LN

SyteLine

M3

Lawson (S3)

SolutionsYour path to Infor CloudSuite:• Value engineering and ROI analysis

• Your modernized solution in the Cloud

• Upgrade or Migration by Consulting Services

• Training from Infor Education

• Comprehensive Support


The UpgradeX Approach: A clear, simple path

Minimize RiskMitigate disruption to the business

with structured, disciplined planning and execution.

Define ValueQuantify performance improvement areas to ensure upgrade investment yields

compelling returns.

Planwhere you need to be

Executechange that is needed

Understandwhere you are today


Team of experts to get you safely there

Infor ConsultingServices

ROADMAPGlobal network of proven domain experts to deliver Infor solutions and technology innovations to customers

Infor Labs

DEPLOYMENTDelivers a full portfolio of Cloud-based solutions, including individual applications and full suite deployments

InforSupport

OPERATIONSProvides support that is specialized, personalized, proactive, and accountable throughout your software’s entire life cycle

InforEducation

TRAININGVariety of courses and formats to help you get the most from your software– from implementation to everyday use

InforPartners

Infor ValueEngineering

DISCOVERYBenchmarking, business process and benefits analysis, solution architecture, and business cases to help you realize the value of your investments

Infor Partner


Art of the Possible

Change Management & Education

AMS & Hosting

Data Migration

CloudServices

Offerings to Transform your Business


What Can I Do?(In the Cloud)


Enabled Extensions in CloudSuite§Form: creating, copying, and extending at the user, group, and site level

§ IDOs: creation and extending§Application database schema: table creation and table extension (column addition)

§Application Event System: creation of event handlers and actions, triggers, and extension of event handlers with alternative actions

§Not supported: T-SQL coding (triggers, stored procedures, user-defined functions)


Upgrading Extensions in CloudSuite§FormSync execution will occur automatically during the processing of a service pack or upgrade processing

§Vendor changes will be brought forward, and a log created so you can review and revise the change as needed

§Enforced naming prefix to ensure no name collisions occur during upgrades:

§ New Form§ New IDOs§ Name Properties when extending IDOs§ New Tables§ New Columns


Supported Integration in CloudSuite § Inbound Synchronous

§ Synchronous access to the IDO Request Interface§ Provide query, update and method invoke (FCRUD) over any IDO

§ Inbound Asynchronous§ ION§ IDO Request XML over HTTP

§Outbound (Cloud Suite contacting external applications)§ ION§ Adding calls to web services

§ By adding .Net code as an IDO extension class, you can call out from CloudSuite to external application web services.


Supported Integration in CloudSuite §User Interface Integration Options

§ Infor Ming.le ™ provides context messaging between Cloud Suite and other applications that are configured to run in Infor Ming.le

§ Any Mongoose form can be embedded in a browser frame in external applications that can provide this capability

§Mongoose forms can be extended to embed external application web content in Browser or User Control form components

§Because direct access to databases in the MT cloud is not supported, any technique involving ODBC or similar direct access to the databases is not supported


Best Practice – Form Extensions§Keep a record (maybe in some forms/IDOs/tables you add to the application) of the non-trivial extensions you make to forms, to facilitate any testing you may want to do after upgrades.§Where possible/practical make your changes additive only:§Add new components to a new tab, if the form has a notebook. This will bypass any layout adjustments post-upgrade.

§Add new event handlers rather than modifying existing ones.§Add new methods to form scripts rather than modifying code within a method

§Consider using the new form wizard’s option to extend a base form rather than directly designing a vendor form


Best Practice Upgrade Tips§ If you completely alter the logic or purpose of a form, it may be better to copy it to a different name. If you do so, there will be no further synchronizations of changes made to it by Infor, which is a double-edged sword

§Ensure you have set up the notifications for FormSync prompt cases

§For server-side logic, leverage the IDO metadata mechanisms now available (validators, child delete rules), the Application Event System, or IDO Extension Classes, rather than T-SQL


Implementation Accelerators


Cloud Delivery approach

Infor Labs: CloudSuite

Infor Labs & ICS: complex made simple

Industry business processes & documentation

Pre-configured solution instance

Projecttemplates and tools

Consulting packages & Add-ons

ICS: Implementation Accelerators &

Consulting Packages

Customers globally

2600

Averagehistorical uptime

99.9%

Applications in the cloud

40+

Years experience in the cloud

10+

Million users

25


Implementation Accelerators Tailored to Your Industry

Delivering Business BenefitTraditional Implementation Approach

ImplementationAccelerators

Longer andexpensive

implementations

Industry content

Process flow and test scripts

Pre-configured application

Faster time to value

Lower cost

Reduced risk


Implementation AcceleratorsIndustry Content / Directed Approach / Business Process focused

Business process repository / portal

• Engagement portal that presents all the relevant content in an easy-to-use manner

• Multi-level business processes

• Provides guidance and support from project kick-off to go-live

Pre-configured application

• The IA includes a set of gold companies to jump-start the project

• Business processes have been tested and validated by Infor and others

• Can start testing the business processes with customer data in days or weeks

Tools, Templates & Methodology

• Implementation Methodology to fit rapid rollout

• Data Migration tools to simplify the data conversion process

• Templates to capture data, project issues, and implementation check-lists


One Engagement Portal and Business Process Repository that presents all the relevant information for rapid implementation of Industry focused Infor solutions.

IA2.0 Example

https://iaweb.infor.com/internal/ia-industrial/


Multi-level Industry Business Processes


Decision drivers to move to the cloud

Predictable, long-term TCO,Quickly deployed

Cost savings through elimination of maintenance, hardware, disaster recovery, O/S licenses..

Always on current applications and technologySingle point of accountability

Redirection of IT staff to strategic initiatives and projects

Improved performance and availability backed by industry leading SLAs

Capitalize on Infor innovation and maintenance investmentOptimized business processes

CloudSuite & Implementation Accelerators


Summary


Summary

Upgrade to latest version• Newest functionality

• Minimized modifications

• Latest technology

• Additional integrations

Advanceto the cloud• All on premise advantages

• Free up IT resources

• Trade maintenancefor subscription

• Always on latest release

• Best in class disaster recovery and data security

Achieve morewith UpgradeX

• Quantify the value and ROI

• Expertise with deployment

• Full curriculum of training

• Advanced support with dedicated resources


Questions?

Alan Hays+1.404.630.6619 (mobile)[email protected]

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