Epicor iscala Product. Petra Kristoficova

Transcription

1 Epicor iscala Product Strategy Petra Kristoficova Manager, Product Marketing v

2 Safe Harbor Statement FORWARD LOOKING STATEMENTS: This Presentation may contain certain statements that may constitute forward looking statements under the Private Securities Litigation Reform Act of These forward looking statements may include statements regarding future product releases, future functionality, revenues, cash flows, growth prospects, installed base of customers, the launch of new products and other statements that are not historical fact. These forward looking statements are based on currently available competitive, financial and economic data together with management's views and assumptions regarding future events and business performance at the time the statements are made and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in the forward looking statements. Such risks and uncertainties include but are not limited to changes in the demand for Epicor's products; the timely availability and market acceptance of new products and upgrades; the impact of competitive products and pricing; the discovery of undetected software errors; changes in the financial condition of Epicor's customers; and other factors discussed in Epicor's filings with the Securities and Exchange Commission, including Epicor s S 4 Registration Statement filed on January 11, 2012 and our future filings, including our quarterly reports on Form 10 Q. As a result of these factors the business or prospects expected by Epicor as part of this announcement may not occur. Epicor undertakes no obligation to revise or update publicly any forward looking statements.

3 What are we going to talk about? 1 Epicor iscala Overview & Product Strategy 2 Epicor iscala Maintenance & Support 3 iscala What s coming 4 Epicor ICE for iscala The next big thing 5 Extend Solutions Getting the most out of iscala 6 A Call to Action 7 Questions and Answers

4 Epicor Product Strategy and Vision PROTECT Continued investment in and support of Epicor s current products and solutions EXTEND Standardization of key applications and infrastructure to deliver additional value across Epicor s current products and solutions CONVERGE Ongoing evolution of applications to a superset product, offering best of all Epicor s products and solutions

5 Epicor Product Strategy and Vision PROTECT Continued investment in and support of Epicor s current products and solutions

6 Protecting your Investment

7 Epicor iscala Maintenance Development Procedures Epicor issue regular maintenance releases (HotFix) every 2 weeks iscala 2.3 SR3 (maintenance release every 6 weeks) iscala 2.3 SR2 (maintenance release every 6 weeks) iscala 2.3 SR1 (maintenance release every 6 weeks) Schema changes not normally permitted Limited enhancements permitted Special one offs called FixKits available on request Schema changes are not permitted Enhancements/new functionality not normally permitted

8 Supporting Our Customers Delivery of numerous enhancements and Country Specific Functionality (CSF) features: iscala 2.3 SR1 385 enhancements and CSF features iscala 2.3 SR2 222 enhancements and CSF features iscala 2.3 SR3 130 enhancements and CSF features and counting

9 iscala for Brazil Delivery of support for revised legal requirements Multiple database schema changes Changes to the iscala Advanced Tax Engine (ATE) Supporting our customers on their current release (iscala 2.3 SR2) Pilot project for Epicor iscala Development New development methodology New way of working with customers to improve delivery

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11 Global Trends Increased electronic audit and traceability requirements Movement to electronic submission of reports Certify/authorize business documents & transactions Tougher security and compliance regimes require tighter controls ERP certification and approval is more common in around the world Adoption of regional standards in banking such as SEPA in Europe 2012 Epicor Software Corporation

12 New Development Methodologies Introduction of SCRUM Agile development Focus on: Interaction ti with customers & partners Shorter development projects Story development Proto types & concept reviews Dynamic teams to better utilize our resources Better service for our customers

13 Epicor Development Process Scrum framework

14 Epicor iscala: What Next?

15 A new dawn for iscala

16 Future Releases, Release Content and Dates Subject to Change Epicor iscala Roadmap: November 2012 Epicor EPM Performance Canvas 4 x New Content Packs Sales. Fin. Mfg. & Inv. iscala 2.3 SR2 Brazil SP 1 Epicor Mobile Field Service Support for Android and ios Devices Epicor XL Connect AP/PL Content Pack AR/SL C P k AR/SL Content Pack Epicor AFR A Epicor Mobile Field Service 9.05 Service Order Entry via Handheld Customer Requests Epicor XL Connect Inventory Content Pack Statistics Content Pack Statistics Content Pack Epicor HCM Integration to iscala Payroll E l D I Employee Data In Payroll Data Out Epicor iscala Collect 4.2 iscala NEXT Platform Enhancements Performance Improvements UI Improvements Localisations & CSFs q Customer Requests Security & Governance Enhancements Integration to Epicor ICE 3.0 Epicor ICE 3.0 for iscala Phase II Content Service Cycle Inventory iscala NEXT SP 1 Localisations & CSFs Customer Requests Epicor Mobile Sales Assistant x Epicor ICE 3.0 for iscala Phase I Content Fi Finance Sales Cycle Purchase Cycle Epicor Storefront months to Dec 6 months to 9 months to June 12 months to Sep 2012 Mar Epicor Software Corporation

17 Future Releases, Release Content and Dates Subject to Change iscala 3.0 Development Themes Localization & Globalisation Brazilian CSF uplift & key localisations Security & Governance Performance ce& Platform Improvements Usability Improvements Phase II Mobility Epicor Mobile Lease Management Customer Requests 2012 Epicor Software 2012 Epicor Corporation Software Corporation

18 Future Releases, Release Content and Dates Subject to Change Country Specific Functionality (CSFs) Merge of iscala 2.3 SR2 Brazil into iscala NEXT Support for new Banking interfaces: SEPA Phase II Customer Payments, MT 9xx Interfaces using Service Connect Multiple TAX/VAT Enhancements VAT/Tax Archiving and Reporting Harmonized Nomenclature Classification based VAT/TAX Calculation Support for AP invoicing by customs declarations Localizations for Baltics, Russia and Scandinavia Localizations for Romania

19 Future Releases, Release Content and Dates Subject to Change Sales and Customer Management Enhancements to the AdvancedCredit Control functions Phase III: Improvements to the picking module Improved warehouse security and controls Case Management and RMA handling Sales Call off contracts * Introduction of additional Action Screens * Inventory and sales management Integration to Epicor Mobile Sales Assistant * * Resource & Demand Dependent Sales Force Mobilization

20 Lease Management Future Releases, Release Content and Dates Subject to Change Lease Management billing enhancement Variable interest for finance leases New efficiency i options: Improved integration to Asset Management Improved delivery planning capabilities Completion of revenue recognition and deferrals Building on the Revenue Recognition Module Leave Management Service Connect integration package Import, update and export of Lease Contracts

21 Service and Aftermarket Future Releases, Release Content and Dates Subject to Change Major gains coming from COM+ Restructuring Introduction of additional Warehouse Controls Transport Management Improvements Uplift of existing Sales Order functionality Service Connect Integration Package for Service Contracts Import and export of Service Contracts Expansion of integration to Epicor Mobile Field Service Case Management / RMA handling * Resource & Demand Dependent Support for iscala Bin Management * * Resource dependent

22 Purchase to Pay Future Releases, Release Content and Dates Subject to Change Requisition and procurement enhancements * Expanded Multi level requisition approvals Payment tprocedures: New security constraints focused on Financial Service Centres Payment approval validation controls * Resource & Demand Dependent * Resource dependent

23 Usability Improvements Future Releases, Release Content and Dates Subject to Change Completion of the Sales Order Grid introduced in iscala 2.3 SR3 Expanded to Sales Order Enquiry Several additional fields added to the Grid Introduction of new Grid based screens: Purchase Order Entry, Enquiry and Delivery screens Order Header Customization Improved usability Performance Improvements Introduction of support for multi tasking gestures * * Resource & Demand Dependent

24 Future Releases, Release Content and Dates Subject to Change Platform Improvements Integration to Crystal Reports 2011 Replace Crystal XI reporting and print engine Support for the latest Microsoft Platforms: SQL Server 2012 Server 2012 Windows 8 Multi level Snap Searches Link multiple Snap Searches In context ad hoc on screen enquiries q Drill down/drill up capabilities 2012 Epicor Software Corporation

25 Platform Improvements Next phase of Grid 2.0 development supporting multigrid screens Improved audit capabilities Integration with Epicor DBAudit * COM+ Restructuring Performance Improvements Stability improvements Integration to Epicor ICE for iscala Future Releases, Release Content and Dates Subject to Change * Resource & Demand Dependent

26 Epicor ICE for iscala: Evolution through a technology revolution

27 Gartner Magic Quadrant This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Epicor Software Corporation. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. Source: Gartner, Inc., Magic Quadrant for Single Instance ERP for Product Centric Midmarket Companies, June 27, 2012 (Christian Hestermann, Chris Pang, Nigel Montgomery)

28 Future Releases, Release Content and Dates Subject to Change

29 Future Releases, Release Content and Dates Subject to Change Epicor Internet Components Environment (ICE): Enabling Platform Epicor ICE brings next generation capabilities* to Epicor solutions Easily integrate disparate data Tailor solutions just for YOU Enable business... Anywhere! Boost productivity Enterprise search Office applications & SharePoint Manage unstructured data with Epicor Social Enterprise

30 Abstracting Technology Future Releases, Release Content and Dates Subject to Change

31 Future Releases, Release Content and Dates Subject to Change Epicor ICE Connect Power of SOA Secure bi directional interaction between current distribution solution and ICE Content pack: Schema API Service Connect Runtime Sample Workflows Sample BAQs and Dashboards 2012 Epicor Software Corporation

32 ICE Value to You Future Releases, Release Content and Dates Subject to Change Get even more out of iscala Predefined Content Packs for key functional business areas/users Sales Purchase Inventory Finance Web based screens for iscala Epicor (Updatable) BAQs Epicor Mobile Access Information Worker & Microsoft Integration Enterprise search

33 Have your cake and eat it

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35 Extend Solutions: Getting more outofof iscala.

36 Future Releases, Release Content and Dates Subject to Change Reportering & Business Intelligence (BI) Epicor Enterprise Performance Management (EPM) Integration Prepackaged Content Packs Cubes, Canvases, KPIs Focus on four Key areas Financial Management & Control Quoting and Sales Inventory Management & Warehousing Manufacturing Planned GA: November 2012

37 Future Releases, Release Content and Dates Subject to Change Epicor XLConnect for iscala Prepackaged content packs for Epicor XLConnect for iscala General Ledger (GL) and Financial Management Sales Ledger (SL) / Accounts Receivable (AR) Purchase Ledger (PL) / Accounts Payable (AP) Planned GA October 2012

38 Future Releases, Release Content and Dates Subject to Change Epicor Mobile Field Service (EMFS) EMFS integration Uplift Support for EMFS Introduce support for Android and ios devices Minor improvements and enhancements Planned GA: November 2012

39 A Call to Action We need you

40 Epicor needs you BE PROACTIVE We need customers to help: Test iscala 3.0 be a Beta customer or Early Adopter Actively review enhancements & new functionality Provide us with feedback: New functionality/capabilities Localisations Gaps and software issues Join an iscala Special Interest Group (SIG)

41 Future Releases, Release Content and Dates Subject to Change Epicor iscala Strategic Product Roadmap

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