Infor Marketing Resource Management Value Realization Services

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1 Infor Marketing Resource Management Value Realization Services Executive summary You made the right decision by choosing Infor Marketing Resource Management the best-in-class marketing resource management (MRM) tool to manage your strategic marketing from the nuts and bolts to sophisticated optimization across departments. Infor is a Leader for its broad MRM vision and capabilities, its increasing market traction, and its improved viability as part of Infor. Infor is moving from its traditional vision for MRM of improving operational efficiency toward a vision that leverages insights for optimization and planning to close the loop. Source: Gartner Marketing Resource Management Magic Quadrant, February 2012 Now you can also benefit from one-on-one, customized support services provided by the same people who brought you Infor Marketing Resource Management. Infor Value Realization Services provides you with the support services you need to ensure your Infor MRM application operates efficiently, and you have the advice you need on how to improve the value of your MRM capabilities and drive home more return on investment of marketing dollars. Table of Contents 1 Executive Summary 2 Infor Value Realization Services (VRS) approach 2 Service offerings 5 Infor Marketing Resource Management VRS packages Infor Marketing Management offers a wide range of flexible VRS options designed to support you in the way that best fits your business needs. This brochure provides you with an overview of the options.

2 Infor Value Realization Services (VRS) approach A good fit always feels better. That s why Infor Marketing Management has structured the MRM VRS capabilities to help you to tailor the service level to meet your business needs. Four levels of support service menus, with further customization available, ensure that you get the maximum business value for every dollar spent. As your needs grow so can your service level. Your VRS selections may include the following: Discuss and review major pain points that your team has been experiencing with MRM. Perform an analysis on any operational and performance issues. Perform analysis and monitoring on the user adoption plus perceived and actual value. Provide expert assistance with configuring modifications to MRM application. Provide an expert resource for the development of MRM training materials and approaches. Working together, we will review your current situation to determine the service package that best meets your needs. These service packages have various levels of support services included, based on the type of support we have found that our customers typically require. Of course, customizing by adding services is as simple as picking from the clearly defined menu. As your needs may vary year-by-year, this approach allows you to always have the best fit. Service offerings Infor Marketing Management will customize our VRS scope to provide you with a tailored service that meets your specific needs. Your VRS service can include any of the following: Monthly Adoption Analysis and Reporting Report and analyze system usage based on system performance measures. Identify users who need additional system training, based on reports and performance measures. System Process Analysis and Design Conduct interviews, small group sessions, and/or workshops to understand the impact of new processes on the current configuration of the system. Define new processes to be configured. User Training Provide new user training. Retrain existing users as identified by Monthly Adoption Analysis and Reporting. Provide one-on-one user training. Provide group user training. 2 Infor Marketing Management Proprietary and Confidential

3 Train-the-trainer Provide functional system training. Provide facilitator training on how to conduct training sessions for end users. Work with key system users to identify best practices and provide user feedback and input into future configuration requirements and system enhancements. MRM Product Roadmap Preview/Review Review new functionality that is planned for the next release of Infor Marketing Resource Management. Provide a direct dialogue with MRM Product Development to influence new product features and capabilities. Change-cycle Management and User Adoption Services Provide Readiness Assessment or Current Status Assessment Develop an Adoption Plan. Assist with execution. Quarterly peer group review Assess key performance metrics of customer to other MRM customers (Customer Comparison). Outline capabilities that might provide additional value. The client-directed hours can be used to perform any of the following services: Strategic Quarterly Business Review Solution Design Workshop Implementation roadmap Key metrics Best practices Process definition and documentation Case study development Infor Marketing Management Proprietary and Confidential 3

4 Functional Design workshops System configuration Update system configuration including custom fields and custom field values. Create public calendar views. Create dashboard charts. Create e-form templates. Create campaign templates. Create signoff workflows. Manage folder structure of Marketing Knowledge Center. Create new analytic reports and dashboards. Perform user maintenance (Add, change, Delete). Archive campaigns. System testing Technical Customizations, product enhancements Performance metrics Data analysis Upgrades SSO Infrastructure support Reporting & Analysis Out-of-Box Reports definition and development Custom Reports definition and development 4 Infor Marketing Management Proprietary and Confidential

5 Infor Marketing Resource Management VRS packages Standard VRS packages include: Bronze Support Package: Includes 8 hours/month of client directed MRM Consulting time plus Silver Support Package: Includes 12 hours/month of client directed MRM Consulting time Includes Monthly Adoption Analysis and Reporting Gold Support Package: Includes 24 hours/month of client directed MRM Consulting time Includes Monthly Adoption Analysis and Reporting Quarterly Peer Group Assessment Quarterly System Process Analysis and Design Workshops Platinum Support Package: Includes 40 hours/month of client directed MRM Consulting time Includes Monthly Adoption Analysis and Reporting Quarterly Train-the-Trainer sessions Quarterly Peer Group Assessment Quarterly System Process Analysis and Design Workshops Quarterly MRM Product Roadmap preview/review The packages outlined above describe typical service packages that our customers have found valuable. Infor can work with you to bundle any of our support service together, creating a tailored service that addresses all your support needs. For more information, connect with Infor Marketing Management on on LinkedIn or visit our blog. Infor Marketing Management Proprietary and Confidential 5

6 641 Avenue of the Americas New York, NY infor.com About Infor Infor is fundamentally changing the way information is published and consumed in the enterprise, helping 70,000 customers in 200 plus countries improve operations, drive growth, and quickly adapt to changes in business demands. To learn more about Infor, please visit 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. Copyright 2014 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners. This document is provided for informational purposes only and does not constitute a commitment to you in any way. The information, products and services described herein are subject to change at any time without notice. INFDTP EN-US

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