M3 user group update March Henrik Billgren VP Product Management

Transcription

1 M3 user group update March 2014 Henrik Billgren VP Product Management 1

2 Agenda M3 Sales this FY Infor Strategy and what it means to M3 13.x Splash of Industry highlights H5 Improvements 13.2 My selected core features and summary What s next? 2

3 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 any specified enhancement, upgrade, product or functionality, even if such is described in this document. 3

4 Top Products by License Revenue: Q2 FY14 YTD 4

5 Top Products by License Revenue: Q3 FY14 YTD 5

6 Example recent New M3 customers Equipment USA Manufacturing USA Fashion Bangladesh Equipment Saudi Arabia Food & Beverage Australia Fashion USA Food & Beverage USA Food & Beverage Belgium F&B Malaysia Chemicals USA Distribution Australia Fashion Sweden Equipment France Equipment USA Food & Beverage USA Manufacturing USA Distribution Australia Food & Beverage Singapore Equipment Norway Chemicals Thailand Equipment USA Fashion Sweden Food & Beverage USA Equipment USA Fashion USA Food & Beverage USA Equipment USA Fashion USA Distribution Australia 6

7 Infor Strategy and what it means to M3 7

8 What it Means to M3 Industry Focus Expanded and deepened Industry focus, Full suites and IA Infor 10X ION ION enabled & BOD s, Loosely coupled Integrations, Workflow, BI and Cloud More investments M3 Beautiful social & Prod UX New thin Client H5, Social business in Infor Ming.le and SO 8

9 M3 Specialized by industry M3 M3 M3 M3 Aerospace & Defense Automotive Chemicals Distribution Equipment Fashion M3 M3 Food & Beverage Healthcare High Tech Hospitality Industrial Manufacturing Public Sector 9

10 Soho User Experience Infor Ming.le Social Business Motion Micro-vertical Mobile Apps Analytics Pervasive, Embedded Business Intelligence Micro-vertical Suites F&B and Chemicals Equipment Fashion Distribution Manufacturing Financials Budget Planning & Consolidation Asset Mgmt & Sustainability HR Shared Services Workforce Scheduling Product Life Cycle Management Inbound/Outbo und Marketing Marketing Resource Mgmt Governance Risk & Compliance Expense Management Technology Time & Attendance Procurement HR & Payroll e-commerce Social S&OP Talent Management Salesforce & Inforce Supply Chain Planning Learning Management Service Management Warehouse & Transportation Mgmt Local.ly Cloud Based Localizations Tax Reporting, Accounting, Bank Messages Mongoose Rapid Application Development ION Integration, Workflow, Alerts, Business Vault, Business Intelligence Business Cloud Hybrid, SaaS, Sky Vault 10

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12 Publish and subscribe All powered by ION and loosely coupled Warehouse Management Loosely coupled integration Road Warrior makes apps upgrade-proof M3 Workflow, alerts, and master data management PLM XML document based integration Oagis and Internet standards Real time repository SCE EAM Business Document Social Space Business Vault Sales Dashboard Integrations Workflow & Alerts Business Intelligence Local.ly 12

13 Infor best in class solutions for M3 customers delivered thru ION 13

14 TM 14

15 Infor Ming.le brings social collaboration, analytics and business process management into one single platform Applications People Act faster Contextual work TM Analytics at the core Data Machines Work anywhere 15

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20 Use Infor Ming.le with Smart Office Ming.le add-on for Smart Office Web access to the ming.le platform View alerts, tasks, posts etc directly in ISO Drillback to ISO mforms Will open M3 form in ISO Available for M and later Limitations Cannot share from M3 panels Cannot upload attachments (fix pack for Ming.le) 20

21 M3 13.x Splash of Industry developments 21

22 M3 13.x - Backdrop not just new version but a new platform to enable customers to take on new business engine functionality annually and easily by downloading on top of 13.1, not upgrading. And It is our Infor10x platform 22

23 M3 13.x Release Cycle Generic Strands BOD s Certified Integrations Mobile Apps local.ly Infor BI Infor Reporting Ming.le M M Base M M M New functionality New functionality New functionality M Base M Base M Base May 2013 Feb 2014 Feb 2015 Feb 2016 New functionality is cumulative 23

24 Equipment highlights M3 13.x New equipment cost/revenue summary and new Equipment Transaction Register Enhanced sales price and discount handling Enhanced and consistent credit limit management Cash management extended to all order flows and new end-of-day processing Introduced support for US sales tax without the need for Vertex Significantly enhanced Equipment Quotation Management New Equipment reservations New warranty parts storage solution Enhanced Core management setup, processing and accounting New warranty claim management solution Parts marketing programs/rebates CRM for Equipment Auto-create a project from WO s Enhanced Caterpillar Interfaces Analytics content for Equipment Solution for Dealers 24

25 Equipment M highlights New capabilities Parts marketing programs/rebates CRM for Equipment Auto-create a project from WO s Caterpillar Interfaces Analytics content Improved processes Warranty claims Enhanced rental utilization with Service considerations Serial # added to M3 Projects Internal service pricing Enhancements to the Core process Ability to Ship when work orders are still open Streamline the hose process 25

26 CRM for Equipment Integrated, Productive end-to-end CRM for M3 Identify Preparation Propose Negotiate Close CLM EQM BE 26

27 Distribution highlights M3 13.x Special Price Agreements (Ship & Debit) Prepayment Control on sales order Enable possibility for Early orders for promotions Promotion management greatly improved Improved Back order prevention New version of Counter sales, improved search, cash-desk integration & KB shortcuts New Cash Desk Mashup to increase usability Enhanced Inbound receipts Pack & Ship Improvement for load building Picking and Inventory control improvements Upgraded version of Counter Sales for Distribution More flexible Prepayment solution Cash Desk improvements New special rebate agreements 27

28 Distribution M highlights New Counter Sales for Distribution version Introduction of separate Order basket, Connect Counter Sales to new Cash desk mashup to improve speed & usability, Simpler process to order Specials (BTO), Include Prepayment controls detailed below More flexible Prepayment solution Prepay all or % before release for picking or purchase order etc Cash Desk improvements Ability to move cash around cash desks and back to Safe. Plus ability to simply manage petty cash within cash desk processes New special rebate agreements Including customer(s)/supplier, purchase price, discounts etc, New rebate calculation rules, Claim through special purchase price (derogation 1) 28

29 Fashion highlights M3 13.x Kit generation method based on quantity size breakdown Kit in purchase and auto kit price calculation Improved visibility of aggregated content and more aggr. levels. Supply chain connected orders upstream change of dates Foundation improvements for further development color and size in characteristics Improved visibility of kits in matrix in CO and stock overview Bulk Order enhancements for make-to-order, make-to-stock Staging of packages in receipt process Item Creation program MM077 capability to browse on Z-axis Integration to 3rd party freight forwarders (freight charges and package value) Mass update of multiple CO lines Improved Batch Allocation capabilities Quick de-allocation full order- style, style-color Integration with Infor Graphical PCM New product - PLM for Fashion solution 29

30 Fashion M highlights Integration with Infor PCM For fashion customers who sell custom apparel, enabled M3 to work together with the Graphical Infor Product Configurator when entering sales orders Mass Update / Aggregated maintenance Update of multiple CO order lines (style-style/color) Improved Batch Allocation capabilities Batch allocation for DO,CO, keep existing, only de-allocate, more selections, and more Inbound Shipment and tracking capabilities Improved capabilities to track the inbound deliveries from suppliers New PLM for Fashion Integrated PLM & Planning to support the fast fashion strategy, phase 1 PDM 30

31 Infor Fashion PLM Made for speed Work the way you live Follow up Drag & Drop Comments Contextual And much more. 31

32 F&B and Chemical highlights M3 13.x Customer Channels with new ship-to customer ID Auto-closing and rejection rules with info on CO-documents Freight costs model generate internal accounting transactions Receive the same lot twice from PO and multiple lab-requests per lot Lot blending and tank cleaning Lot management strict rotation, lot-numbering rules etc Phase 1 for inbound deliveries and shipments Manufacturing Back-flush labor- and process-time at put-away Purchase order ASN supporting F&B with Catch Weight, expiry dates Payment terms on customer order line New Fresh Food Planning Application New Lab- and quality control module Freight/Transport management (Outbound) Full screen MO reporting Interface to Infor Advanced Planner 32

33 Food & Beverage / Process M highlights Lab- and quality control module Enhancements such as, integration of inspections with attributes, API-interfaces to collaborate with LIMs, PLM, MES and external parties, standard as well as CUSTOM-specs Freight/Transport Including interface to 3rd party system for auto-carrier selection during order process. Allow storage of selected carrier and rates for later use in sales invoicing and on freight invoice for matching and self-billing Simplified MO reporting (Item Pack step 1) Schedule No based, full screen entry of materials & labor. Report one material and spread across multiple selected MO according to rules New Fresh Food Planning Application Enabling online visibility of up-to-date demand and supply together with ability to interactively plan 33

34 *QMS - Lab- and Quality Control Process Specify Acquire Test Approve Sell Quality & Characteristics Facility, whs, supplier, manuf., origin, customer Grouped specs Inherit spec from bulk Lot- or non-lot controlled Purchase, Manufacture, re-test Generate request at MO-release or at Receipt Attach & Modify spec. Send spec. to supplier Receive goods for PO/MO Frequency rules Test sequences Mandatory / optional Test during manufacturing process Test after goods receipt Capture results Auto / Manual approval Approval rules Approve against multiple specifications Approve request Approve spec Approve/reclassify lot Create customer order Attach customer spec Adjust specification on order Match customer specification against available lots Link Spec. Test to M3-attribute model Link Order Spec. Test to PO/MOattributes Load results into Lotattributes Link to CO-attributes Allocate order to lots using attributes APIs to import/export Specifications PLM, LIMs, Supplier, Customer APIs to Export Labrequests LIMs, Supplier, MES APIs to import/export test results. LIMs, Supplier, MES APIs to import/export request/spec results LIMs * New module that can be used as an alternative to existing LIC 34

35 Manufacturing highlights M3 13.x Supply Chain Orders - upstream changes of dates Flexible Lot numbering & improved status handling Warehouse Mobility improvements, more coverage, simplified processes Enhanced product replacement capabilities in Sales Orders New Picking Workload Overview function Quickly switch a PO proposal to a DO proposal Supplier Exchange ION Integration Harmonization of Users across M3 Auto Reporting of MO Operation times based on qty produced Attribute Controlled Kits Improved Location based inventory checks (StockTakes) Integration with Infor Graphical PCM New Lab- and quality control module Freight/Transport management (Outbound) Full screen MO reporting 35

36 Infor Product Configuration Management M3 Sales Order Entry> Easy Configuration of Complex Products Multi-Channel Quoting and Ordering Dynamic Images, Drawings, and Models Compelling Proposals M3 BE OIS100 OIS101 Configured Product? Anytime, Anywhere Access Configure Product (PCM) Sales Order Line & Configuration PCM Server Planned GA Feb

37 H5 Improvements 37

38 Multibrowser means M3 on an ipad 38 38

39 Web Mashups Everywhere is wherever you want to be 39

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41 User Menus now moved to horizontal position (Infor Standard) and is available at any time for the user 41

42 New configurable Role/User defined Start page(s)

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44 Configurable from 3x2=6 to just 1x1=1 Widget 44

45 Easily maintain the widgets per start page, just click 45

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48 Before - Typical M3 List panel 48

49 Simplified panels for user, hiding configuration and presenting more information 49

50 Panel selections, sorting and content can be expanded when needed 50

51 Panel navigation moved and reduced in size to again increase useable information area 51

52 Clicking the icon opens the possibility to make adjustments 52

53 Detail panels also improved to reduce space and improve the look and feel 53

54 New H5 - with personalization Clearer, Simpler, Easier 54

55 New H5 - Contextual with personalization Clearer, Simpler, Easier 55

56 M Summary 2011/12, 456 ideas /13, 541 ideas = Total % (361) have already or will influence the future of M3 (in 10.1 or 13.1) 116 customers voted My selected core features 56

57 Ad Hoc Reporting - Advanced Selections based on related (joined) table fields Several customers using the first versions of Ad hoc reporting requested the capability to select which records should be printed based on fields from related tables In 13.2 we introduce Add selections from driver & related tables Ability to add un-limited number of selections Use conditions like Equals, Less then, Less then or equals, Greater then, Greater than or equals, Does not equal. Combine blocks of conditions to form AND/OR selections. NB. To prevent these reports from affecting the batch environment it is possible to run them against a mirrored database 57

58 Infor M3 Report Manager New application to generate, view, manage, extend and distribute M3 reports directly in Smart Office and in H5/Mingle Report Manager replaces Lawson Smart Reports Business benefits Realize the hidden value of standard M3 reports Lower implementation costs Improved business agility Highlights M3 std reports and adhoc reports Structural design of reports Deliver reports in Excel or PDF Report catalog and archive Report browsing and searching Customize reports without programming Available Copyright for Infor. M3 All Rights 10.1 Reserved. and later 58

59 M3 Report Manager Pilot Project We have been very impressed with M3 Report Manager which is a long awaited improvement to the M3 reporting functionality. We have run a successful pilot project and decided to roll it out in production immediately. With MRM we efficiently get the right reports at our users desktop with valuable data in Excel or pdf format Flemming Sorensen, CIO, DAT-Schaub DAT-Schaub in Denmark, F&B on M3 10.1, pilot project performed in less than 5 weeks 59

60 M3 Customer Lifecycle Management Work with your prospects, customers, contacts, activities, opportunities, quotations, orders, deliveries, financial statistics, etc. Wherever, whenever, in collaboration with all your co-workers 60

61 New more configurable list panel CMS005 One Master table List program based on one master table Filter & Selection 8 Filters 3 Selections Sorting orders Standard index User defined index View definition 30 columns positions Aggregation with Drill Down Records can be aggregated based on the sorting order Master Table - xxxxxxx Sorting Orders View Definitions Selections Filters Aggregations Sub Totals Heading 1 Heading 2 Heading 3 Heading 4 Heading 5 Heading 6 Sub total Subtotal lines can be added based on the sorting order Field Data from all fields in master table can be selected in the list Fields.. XXXXXXX..... Related Fields. ZZZZZZZZ Calculated Fields Currency conversion Dates Logical formula Heading Heading can be changed on multiple languages Related tables Display data from related tables to the master, incl. sys. table CSYTAB Calculate fields Calculate with data from any field in master or related tables Currencies Convert any value field to local or foreign currency Dates Calculate number of days between different dates Logical formula Display or hide data or constants based on a logical formula In M functions use this new standard 61

62 M Highlights Improved H5 user Experience, effective navigation, modernized panels & sequencing plus personalization Reduce need for modification, New List Panel, Custom Tables, Application Messages, Mashup, Ad Hoc Reporting and Report Manager Complete Equipment Dealer solution New Laboratory and quality control module New CRM for Equipment based on CLM Enhanced Freight/Transport management (Outbound) New state of the art PLM solution for Fashion Country support for India & Brazil More ION Integrations and BOD enablement Over 200 IMPROVEMENTS 62

63 Std Migration by Env ICS Std Migration Tools for M3 13.X Source Db All data Migration Toolkits available and ready to go now M Migration by Phase V10 RPG V11 RPG V12 RPG V12 Java M3 5.2 MMM toolkit MMM toolkit MMM toolkit MMM or TU toolkit MMM or TU toolkit M Div By Div Source Db M Delta Migration M3 7.1 MMM or TU toolkit Source Db M MMM or TU toolkit No step migrations migrate directly from source to target Replication M

64 How to Find M3 information Go to Xtreme Documentation - use BROWSE In top M3 node M3 Release Summary (for applicable M3 version, 13.1, 13.2 etc) M3 Compatibility Overview (for compatibility and available countries/languages) Map of M3 structure used on Download Center and Xtreme Doc M3 > Business Engine Products > _Common 15.x M3 BE net change overview (ppt) M3 BE Release Notes (document with net change info) Sign Up (button) to Kbase article for latest Release Information 64

65 What s next? 65

66 The M3 journey continues. M3 7.1 M improvements 800 M ,000 M ,nnn M3 13.x M M Infor M3 Infor 10x Accelerated Roadmap

67 Industry Dashboards per process using widgets Financial view of Inventory 1.Finance 2.Sales 3.Warehouse 4.Production 5.Procurement 6.Equipment 67

68 M (Infor 10x) Solution Message to customers M3 is receiving more investment than for many years New Platform for faster time to market ION and Infor Ming.le enabled Increased usability and less need for modifications 1000 Improvements for all customers over version certified ION process integrations and growing New applications for all our industries Simple upgrade from all older M3 versions 68

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