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1 Copyright ©2014 Infor. All rights reserved.

1

Infor CPM – d/EPM (Roadmap)

Dhruv Parekh, Solution Consultant, Infor

Disclaimer

This document reflects the direction Infor may take with regard to the specific

product(s) described in this document, all of which is subject to change by Infor in its

sole discretion, with or without notice to you. This document is not a commitment to

you in any way and you should not rely on this document or any of its content in

making any decision. Infor is not committing to develop or deliver anything described

herein.

By the numbers

56% 77%

70,000 Infor customers

globally

2,000+ Infor CPM/EPM customers

CFOs looking to

go to cloud 2

Finance orgs rank

BI and EPM solutions

top priority 1

3,000+ Infor BI/Analytics customers

260+ Infor Approva

Compliance customers

1 Gartner “ Tech Trends for CFOs and Controllers Convergence 2013”

2 KPMG “Research Summary: Intelligent Finance Organizations”

CPM History

FDC

1990

PM10

AUG 2007

CPM

10.3

AUG 2011 NOV 2012

MPC

Performance Management Product Timeline

1996

CPM

10.4.0

JUL 2013

CPM

10.4.1

PM Timeline: Future

CPM

10.4.1

CPM

10.4.2

d/EPM

10.5

CPM

10.4.3

d/EPM

10.6

CPM

10.4.4

d/EPM

10.7

CPM

10…..

d/EPM

10…

2014

Infor Dynamic

Enterprise

Performance

Management

Pure planning

applications

Pure analytics

solutions

Custom

solutions

Time to

value

Requires

expert

knowledge

No planning

capabilities

Fragmented

Business

process

Limited

flexibility

Limited

Analytical

capabilities

100% fit to

customer’s

business

Flexible and

adaptable

Quickly gain

insight

Highly

visual

End-user

Centric

configuration

Immediate

Business

value

Infor dynamic

enterprise

performance

management

d/EPM

Single integrated platform for:

Analytics

Financial Performance Management

Compliance

Analytics

Key components include an architecture for web dashboards as well

as mobile iPad dashboards; a web front-end for data visualization; a self-

service front end to analyze any data by any business user; a real-time,

in memory database for multidimensional analysis; a modeling and ETL

layer; and a fully integrated Excel interface for ad-hoc analysis or

cell-based reporting

Centralization of data; simplified integration to business applications;

delivery of dashboards and business insights through a variety channels;

mobile accessibility; consumer-inspired UI; in-context transaction

processing; prediction and statistical forecasting

Business intelligence platform

What it includes What it delivers

Key components includes sales and operations, production, financial, supply

chain, and human capital analytics

Packaged analytic content for key business challenges, such as workforce

turnover and supply chain optimization

Business analytics

Key components include asset management, automotive, aerospace &

defense, equipment maintenance, fashion, food & beverage, hospitality,

healthcare, and public sector analytics packs

Tailored content for key verticals; less customization; faster time to value

Industry analytics

Financial performance management

Budget and plan using powerful forecasting and prediction capabilities

Planning, budgeting, and forecasting in a single system; predictive modeling;

operational planning; development of sub-plans for workforce budgets and

sales plans

Budgeting and planning


Link strategic goals to operational plans and results

Tactical and operational plans; execution plans; performance measures;

results tracking to evaluate performance against your plans

Strategy management

Financial consolidations

Consolidate multiple sets of books seamlessly

Production of consolidated financial statements; intercompany elimination

entries; translation of reporting entity statements prepared using different

accounting methods into the same currency and accounting method

Compliance

Key risk and performance indicators, dashboards, and reporting

KRI tracking; automated management reporting with configurable

dashboards; personalized reports for each role or user; risk scoring; follow-

up prioritization


Segregation of duties (SOD) monitoring

SOD best practice implementation; workflow routing and approvals;

automated and proactive monitoring

Transaction monitoring

Proactive monitoring for transaction anomalies; monitoring for all types of

business transactions across multiple platforms and applications; out of the

box business rules; monitoring for Infor, Oracle, and SAP solutions

Application security and access monitoring

Proactive monitoring of user access rights as well as implementation

and monitoring of best practices for monitoring of best practices for user

access privileges

Risk identification and exception management

Inspection of 100% of data and transactions; automatic identification

of exceptions; alerting capabilities; progress tracking via dashboards

and reports

Current Infor CPM

Relational Data Store

Strategy Management

Financial Consolidation

Budgeting & Planning

• Workforce Budgeting

Reporting

Integrations

Current Infor BI

In-Memory OLAP

Planning


Dashboards

Analytics

Infor d/EPM

In-Memory Database Architecture

Strategy Management


• Workforce Budgeting


Reports

Dashboards

Analytics

Integrations

New

Updated

New

Updated

Updated

CPM -> d/EPM

In Memory OLAP Server

Design and Data Integration Connect, load,

automate, push/pull

Repository

Meta Data Storage

Security

Permissions

Application Management

Analytics, budgeting

and forecasting

Application Studio BI and PM

application building,

reporting, printing

Dashboards Dashboards, analytics,

budgeting and forecasting

on the Web and Mobile Office Plus

Analytics, budgeting

and modeling in Excel Processes

Pla

tform

A

pplic

atio

ns

d/EPM Custom BI

Pre packaged Custom extensions Custom extensions

Analytics Budgeting &

Planning Consolidation

Strategy

Management … Custom Sub-Plans Custom or ICS Implementations

http://myportal.infor.com/emailsupport/emaildata/uploadedimages/spreadsheets_Grey_768px.png

Infor BI Technology Platform – Cloud, Mobile, Web, In-Memory Architecture

Enterprise Applications

Infor Dynamic Enterprise Performance Management

Workforce

Budgeting

Planning,

Budgeting and

Forecasting

Strategy

Management

Business

Analytics

Capital

Planning

Financial

Consolidation

Common Solution Platform

Compliance

New

Public Sector

Budgeting

Budgeting for

Healthcare

Sales & Operations

Planning

EPM + Analytics -- Tailored for Micro Verticals

Project

Costing Ledger

Industry Analytics

Mfg, HC, PS,

Hospitality

Healthcare

True Cost

New New


16


16



Prebuilt Business

Logic

Configuration vs.

Customization

Extendable with Subplans

Integrated with existing

modules

Web configuration

BI Dashboards

Financial core

Balance sheet Profit & loss

Sales planning

(Sales, costs, cash, production)

Optional usage of “intercompany”, “schedules”, and additional segments

Optional cost center usage on account level

Financial focus

Commenting

Immediate

writeback and

aggregation

Advanced data

spreading

functionality

Currency

conversion

Standard concept

for sub-plan

extensions

Workflow,…

….and extendable

Integrated platform

Consolidation Centrally manage structures

and load and export data

Direct

connections

Budgeting

and planning Planning relevant business

modeling based on structures

imported from consolidation

Workforce

budgeting Load business modeling setup

from budgeting and planning

and load back sub-plan data to

financial core

ION based

Detailed Subplan Detailed time periods, cost

breakdown, industry specific

Detailed Subplan Detailed time periods, cost

breakdown, industry specific

… and extendable

Business user driven “configuration” = Business Modeling

Business

Modeling

Planning Cycle

Business Modeling:

The user provides his specific business

definitions within the scope of the application

in a guided, web-based modeling workflow.

Planning cycle:

A planning cycle reflects on specific

planning phase (e.g. yearly a multi-year plan)

of an organization and represents the

combination of all business modeling

information.

Budgeting & Planning Home

Detail by segment

Driver based cost allocations

Workforce budgeting detail

Cash flow

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28 Copyright ©2014 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.


Financial Consolidation • Close your books quickly, confidently and globally

• Automate the consolidation process, including:

• Currency translation

• Inter-company eliminations

• Post-closing journal entries across multiple locations and legal entities

• Centralize the audit, controls

• Adhere to GAAP, IFRS, SOX

• Validated by External Auditors

Consolidation methods, exchange and intercompany


Strategy Management

Strategy Management • Representation of organization’s strategic plan or mission

• Goals and objectives

• Tactics to achieve those goals

• Assign responsibility for each goal/tactic

• Create and compare scenarios (target, best case…)

• Measure results – per responsible person/unit/time

• Link strategy to budget and planning.

Strategy Management

Detailed view of goals and tactics

Making innovation

work for you

Roadmap 2014-2015

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.

2014 - 2015 Themes

• Continue CPM enhancements

• Enhance underlying BI technology platform

• Expand d/EPM capabilities

• Budgeting & Planning

• Enhanced Consolidation capabilities

• Vertical industry d/EPM templates

• Multi-tenant Cloud offering for d/EPM platform

• Continued Functionality Updates

• Customer Requested Feature Enhancements

• Overall Product Quality and Stability

• Latest Platform Versions Support

This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole

discretion, with or without notice to you. This document is not a commitment to you in any way and you should not rely on this document or any of its content in making

any decision. Infor is not committing to develop or deliver anything described herein.

FDC

1990

PM10

AUG 2007

CPM

10.3

AUG 2011 NOV 2012

MPC

Performance Management Product Timeline

1996

CPM

10.4.0

JUL 2013

CPM

10.4.1

CPM

10.4.2

d/EPM

10.6

2014


Infor CPM

Roadmap Highlights

CPM 10.4.2 – June 2014 • WFB- Action Group

• Custom calculation groups

• Show Name and Description

• Enable show a member's name and description concatenated together in a single field

• Smart total calc

• Don’t total statistical accounts, average instead

• Workforce Action Group Management

• Allowing the administrator to manage & group workforce views as well as create new custom views

CPM 10.4.2 – June 2014 - Continued • Show Journal ID in list

• UI rework

• Editable calcs

• Allow calcs to be changed, rather than rebuilt. Will save on implementation times

• WFB - Lawson HR integration

• Certify integration with Lawson HR.

• Improve Account import

• Improvements for integrations that allow formulas, etc. to be preserved.

CPM 10.4.3 – March 2015

• WFB Updates

• Decouple version from position definitions & step & grade

• View Manager writeback options

• Enable the View Manager writeback options, esp. all leaves

• AppStudio report with Drill-thru

• Deliver sample report

• Formatted text

• Provide more complete and formatted text for reporting, budgeting, etc

Future CPM Releases • Application – Workforce Budgeting

• Ability to set spread methods in action and position assignments

• Option to disable changes of default string attribute values in position assignment

• Action definitions with effective dates Reporting & Analysis

• Improved text formatting for better reporting

• Process & Performance Improvements

• Option to only copy data for leaf members under a selected consolidation member

• Consolidation performance improvement for restricted users

EPM Office Integration • Go directly from CPM to final Word / PowerPoint reports/charts

CPM

Word

PowerPoint

EPM Dialog

Select Table / Chart

Select Report

Show Data

MS Word with EPM Add-In

Ability to preview the data

Apply Word formatting

Report creates section / table in Word


Infor d/EPM

Roadmap Highlights

d/EPM Roadmap Summary

d/EPM

BI

• Basic and IFS Authentication

• Multiple Planning Scenarios

• Debit/Credit Display/Import

• Usability + Performance

Improvements

• Consolidation Improvements

d/EPM Finance Core

BI Platform

• Auditing Improvements

• Exasol Driver

• Dashboards for iPhone

• New: Capital Planning • Ad-hoc Data Entry

• Generic Cash Flow

Module for Budgeting

• Usability + Improvements

• Financial Consolidation

Updates

Jul. ’14 10.5.1 Dec. ’14 10.6

Sep. ’15 11.0 Dec. ‘15 Mar. ’15 10.7

• Visualization Plug-In

• Header/Footer Area

• New Native Q&A Mobile App (for Motion Dashboards)

• New: Business Modeling Integrated Budgeting for Finance,

Healthcare and Public Sector

• Budgeting and Consolidation

Improvements

• Multi-Tenant Cloud Budgeting &

Consolidation

• Slice Object (cross-join report object)

• New visualization Plug-Ins (HTML

Editor,…)

• Document Attachments

• Android read only

• Attribute Hierarchies

• Finance Core Improvements

• Enhanced Business Modeling

• Predictive Planning

• Cross Industry Capital Planning

• Embedded Ming.le and ION Workflow

• Mutli-tenant Cloud

• FISMA + 508

• Relational Reporting

Improvements

• Distributed In-Memory Grid

• Android

This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole discretion, with or without notice to you. This document is not a commitment to

you in any way and you should not rely on this document or any of its content in making any decision. Infor is not committing to develop or deliver anything described herein.

CPM & d/EPM – Final Thoughts

• CPM roadmap continues

• d/EPM is Maintenance upgrade for existing CPM customers

• Choose to upgrade anytime – or remain on CPM

• Contact you sales representative for details

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