discover your path to innovation inforsflex upgrade...
TRANSCRIPT
Copyright © 2009 Infor. All rights reserved. www.infor.com.
Kevin Piotrowski (Solution Marketing)Kari Miller (Product Management)
Discover Your Path to InnovationInfor s Flex Upgrade Program for ERP System 21
A Clear Path Forward for Every Customer
2 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Disclaimer
This presentation, in whole or part, does not constitute an offer of any kind and may not be incorporated into any contractual agreement with Infor or its subsidiaries and affiliates. The Infor Flex and Infor Financing programs are available for a limited period and subject to change at any time, with or without notice to you. Restrictions apply. This presentation reflects the direction Infor may take with regard to the specific product(s) described herein, all of which is subject to change by Infor in its sole discretion, with or without notice to you.
3 Copyright © 2009 Infor. All rights reserved. www.infor.com.
The Reality of Many Companies
We re on an old version of a product that is no longer meeting our changing business needs
We want to upgrade to the latest version for one or more reasonsWe ve outgrown the functionality available in our version of the productOur custom modifications are brittle and expensive to maintainWe just made an acquisition and need a more robust solutionWe need software that continues to deliver value over the long-haul
We want to make a change, but shudder at the thought of the time, energy, expense and risk of a major upgrade
4 Copyright © 2009 Infor. All rights reserved. www.infor.com.
A Clear Path Forward
Infor has designed a program that makes it painless, fast and cost effective for you to upgrade
Address your business s need to changeProtect your existing investment in software
This programGives you choicesIs financially compelling, quick to implement and low riskOn your timeline, not oursProvides a path to adopt new Infor innovations, without disrupting your business
Infor Flex: A Clear Path Forward
5 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Introducing Infor Flex Upgrade
A Clear Path Forward
Infor Flex Upgrade
Path to newest application version
Fast, cost-effective implementation
Minimal or zero license fees
No incremental maintenance fees
Special incentive pricing
Access to new innovation
On your timeline, not ours
6 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Infor Flex Upgrade: Customer Value
New features/ functions
Take advantage of the millions we ve invested to engineer your software for your industry
Nextgeneration technology
Access Infor s new application components that feature best-of-the-best functionality, without disrupting your business
Low risk Upgrade based on the needs of your business, and on your timeline, not ours
Value formaintenance
Avoid high costs of new systems, new support contracts, and new vendors who don t know your business
Speed tovalue
Leverage the fastest implementations in the industry proven methodology based on 70,000 implementations worldwide
7 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Infor Flex Upgrade Program
License Promotions
Modest, streamlined License fees (to cover 3rd party costs) for existing users
Additional seats of your current Infor solution Available with Special Incentive pricing
Additional modules and extended applications available with Special Incentive pricing.
Maintenance Fees
No incremental maintenance fees for current products/users
Implementation Analysis
Fixed fee 5-day assessment and scoping (optional)
Professional Services
Discounted implementation fees based on scoping
Leverage Infor s Fast Start methodology
Compelling AMS discounts to reduce cost and technology migration risk
Infor Flex UpgradeUpgrade your Infor software to the latest version
8 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Infor ERP System 21 Aurora A Flex Upgrade Option
Proven solution built on the IBM System i platform
25+ year heritage built specifically for manufacturing companies
Discrete manufacturersProcess manufacturersDistribution
Large international footprint
Offers a true mixed mode manufacturing environment including Discrete, Batch, Repetitive, and Service.
Robust roadmap embracing Infor Open SOA & Infor MyDay
9 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Top Reasons to Upgrade to ERP System 21 Aurora
Path forward for SOAOver 450 enhancementsImproved UsabilityImproved EfficiencyImproved Inventory ControlShorten Supply Chain Cycle TimesShorten Month End Close
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Flex Upgrade Details for ERP S21 Aurora Kari Miller
HistoryRoadmapStarter KitsFinancingSummaryQ & A
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Infor ERP System 21 Enhancement Evolution
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System21 V3.2 System21 V3.5 Aurora V1.2 Aurora V2.X Aurora V2.4Extended GLRepetitive
ManufacturingScheduled
ManufacturingCash Management
Multi plant
Euro Compliance
Millennium Compliance
Multi-point Planning
Automotive
Modernized UI
RPG ILE
Enterprise Functionality
Localizations in core
Order Capture
Product Life Cycle Management
Merge of Drinks
Functionality
UI refined
Ease of Use
Compliance and Control
New Inquiries
Enhanced Order
Capture
Equipment Servicing
Customer Driven
Enhancements
CRM i Edition
Double Byte
Enablement
Simplified Chinese
Customer Driven
Enhancements
<------------------------------------------------------over 450 enhancements -------------------------------------------------------------
1995 2009
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Component 2 Component 4
Picture area
Component 3Component 1Summary
CRM i Edition
General Availability
Key milestonesCentral data store for all prospect, contact and customer information
Campaign management
Opportunity management
Order/Quote management
13 Copyright © 2009 Infor. All rights reserved. www.infor.com.
IBM i 6.1 Readiness
System21 VersionsPre V3.5.2 SP4 PSO
V3.5 SP4 and 5 end 2009
AuroraV1.2V2.1V2.2V2.3
Go to Infor 365 on-line for complete updates
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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.
15 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Timeline
Q3
2010 2011 2012
Q4 Q1 Q2 Q3 Q4
2009
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
2013
Infor ERP System21 Aurora Project Roadmap
15 Copyright © 2008 Infor. All rights reserved. www.infor.com.
MyDayProject 2
OptivaIntegrationProject 3
Infor Decisions; Advanced GLProject 4
Evolve
Feature Packs/Releases
MDM; Webstore; PricingProject 5
Aurora 2.5
Aurora 2.4
Aurora 2.3
CRM i Edition
Project 1International BankingProject 6
Advanced Costing
Project 7
Advanced PurchasingProject 8
16 Copyright © 2008 Infor. All rights reserved. www.infor.com.16 Copyright © 2008 Infor. All rights reserved. www.infor.com.
Component 2 Component 4
Picture area
Component 3Summary
Aurora 2.4 Core and Style
Globalization
DBCS support
Simplified Chinese translation
China legal & fiscal compliance
Value
Expanded global coverageReduce manufacturing cost
Improved financial reporting
17 Copyright © 2008 Infor. All rights reserved. www.infor.com.17 Copyright © 2008 Infor. All rights reserved. www.infor.com.
Component 4
Picture area
Component 3Component 1Summary
Aurora 2.4 Core and Style
Compliance
Legal & Fiscal compliance upgrades
Latest middleware and OS upgrades
Value
Improved Global Coverage
Improved Statutory Reporting
IT Risk Mitigation
18 Copyright © 2008 Infor. All rights reserved. www.infor.com.18 Copyright © 2008 Infor. All rights reserved. www.infor.com.
Component 2 Component 4
Picture area
Component 3Component 1Summary
Project 2
MyDay Planned
Key MilestonesAR & AP Roles
Purchasing Roles
Sales Roles
SOA Infrastructure
BOD s
19 Copyright © 2008 Infor. All rights reserved. www.infor.com.19 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Infor Open SOAPredefined Content Minimal Disruption Future Integrations
Infor MyDay: Making it Easier to Get Your Job Done Every Day
Infor DecisionsInfor Decisions
Easy AccessReal-time AnswersDaily Action
PurchasingManager
Daily Questions I Need to AnswerHow much have we purchased from each supplier?How many orders need to be reviewed and approved?What purchase orders need immediate approval? Which vendors are on hold?
20 Copyright © 2008 Infor. All rights reserved. www.infor.com.20 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Infor Open SOAPredefined Content Minimal Disruption Future Integrations
Infor Decisions: The Analysis You Need for Better Decisions
Infor DecisionsInfor Decisions
In-depth AnalysisBetter InsightConfident Decisions
PurchasingManager
How do I know if delivery performance is improvingWhich suppliers historically deliver on time, late, early?Which suppliers historically short ship and over ship items?Which items are historically delivered on time, late, early?Which items are historically short shipped or over shipped?
21 Copyright © 2008 Infor. All rights reserved. www.infor.com.21 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Infor Open SOAPredefined Content Minimal Disruption Future Integrations
Improving Performance across the Organization
Infor Infor MyDayMyDay
You ll have an easier time getting your job done and
Infor DecisionsInfor Decisions
be more confident in your business decisions.
PurchasingManager
22 Copyright © 2008 Infor. All rights reserved. www.infor.com.22 Copyright © 2008 Infor. All rights reserved. www.infor.com.
Component 2 Component 4
Picture area
Component 3Summary
Project 4
Infor Advanced General LedgerAllows single set of transactions in multiple books
Calendars
Chart of Accounts
Currencies
Adjustments
Multiple BooksStatutory
Tax
ValueCompliance
Adapt to Change
Merger/acquisition
Regulatory
23 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Timeline
Q3
2010 2011 2012
Q4 Q1 Q2 Q3 Q4
2009
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
2013
Infor ERP System21 Aurora Project Roadmap
23 Copyright © 2008 Infor. All rights reserved. www.infor.com.
MyDayProject 2
OptivaIntegrationProject 3
Infor Decisions; Advanced GLProject 4
Evolve
Feature Packs/Releases
MDM; Webstore; PricingProject 5
Aurora 2.5
Aurora 2.4
Aurora 2.3
CRM i Edition
Project 1International BankingProject 6
Advanced Costing
Project 7
Advanced PurchasingProject 8
24 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Supported Upgrade Levels for S21 Aurora 2.3
Pre System21 V3.5.2 (Latest Service Pack)
System21 V3.5.2 (Latest Service Pack)
System21 Aurora V1.2 (Latest Service Pack)
System21 Aurora V2.1 (Latest Service Pack)
System21 Aurora V2.2 (Latest Service Pack)
S21 Aurora 2.3
Note: for additional information related to conversion support and method please reference the installation guide available on the Support 365 website / documentation section for ERP S21
25 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Introducing Infor Flex Upgrade
A Clear Path Forward
Infor Flex UpgradePath to newest application version
Available for all versions of System21
Available to all eligible customers on
maintenance
Full module suite for minimal or no
license fee
Discounted Additional UsersDiscounted Extension Solutions
Path to newest application versionFlex Upgrade Starter Kit
Optional Fixed Fee 5 day upfront scoping reviewStarter Kit
Based on existing configurationFinancing Available
26 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Starter Kit Services Included
Optional AssessmentProject Scoping ReviewCurrent System Findings and Recommendations
Functional WorkshopsHands On
Net Change (Differences) New Features and FunctionsManufacturing FinancialsDistributionTechnical
Workspace
Project ManagementProject PlanIssue Resolution
Risk Mitigation
Technical UpgradeSystem21 Installation & Configuration
Single Server Workspace Installation & Configuration
MigrationSingle DatabaseSingle Company Business Models
Customizations (Bespoke)Up to 20 days
Testing and CutoverSupport Pilot TestingProduction Cutover
Aligning Strategy with Solution Design
27 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Introducing Infor Financing
An Easy Way to Pay
Makes it easy for qualifying customers to payAllows you to spread out the costs of your investment over timeAll-inclusive program supports license, maintenance and services costs
Enables you to drive critical business initiativesPreserves your cash flowTurns a capital expense into an operational expense
Visit www.infor.com/customers/financing for details
Currently Offering 0% Payment Option for Qualified Customers
Currently Available in North America
28 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Next Steps
In this economic climate, we all need to make the most of our available budgets while maximizing our return on those investments
Let Infor show you how upgrading to Infor ERP System21 can help you
Improve organizational efficiencyImproved Statutory Compliance/ReportingReduce Order Cycle TimeReduce Month End Closing timeImprove Inventory ControlImprove Cash Control
Contact your Infor Sales Representative today
29 Copyright © 2009 Infor. All rights reserved. www.infor.com.
ERP System 21 Aurora Flex Upgrade Summary
Protecting your investmentCommitted to System21Leverages current knowledge base
Modernizing the solution in an evolutionary way for maximum user productivity
SOA EnablementCRM i EditionInfor MyDayInfor Evolve Components
Lowering total cost of ownershipCost effective upgrade offeringComponentized enhancementsCost Effective Financing
30 Copyright © 2009 Infor. All rights reserved. www.infor.com.
Additional Contact information
Kari Miller; Sr. Director, Product ManagementOffice: +1 813.349.3867Email: [email protected]
Robert Keeley; Director, Professional ServicesOffice: +1 440.209.9992Email: [email protected]
Stan Croy; Sr. Manager, Professional ServicesOffice: +1 734.623.4060Email: [email protected]
Kevin Piotrowski; Director Solution Marketing, System iOffice: +1 734.623.4042 Email: [email protected]
31 Copyright © 2009 Infor. All rights reserved. www.infor.com.31 Copyright © 2009 Infor. All rights reserved. www.infor.com.
To Learn More
Questions?
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Q&A
Q: When will this program begin?A: Immediately.
Q: Which products will be sold at Special Incentives?A: Additional seats of existing products and any additional Infor modules, extensions, or products, such as EAM,
PM or SCM.
Q: What if a customer is content on their current release? A: That s fine. We will continue to support customers and in no way plan to push customers to the latest releases
if they do not want to upgrade or switch applications. This is a benefit and an option, but in no way are we forcing customers to upgrade.
Q: How long will this program last?A: We do not have a set termination date
Q: Who do I contact if I have questions? A: Your sales representative