Dynamic Enterprise Performance Management

Infor d/EPM
 M O R E T H A N T E C H N O L O G Y:

A partner invested
in your success
Infor is an enterprise software provider and strategic technology
partner for more than 90,000 organizations worldwide.

Our software is purpose-built for specific industries, providing complete suites

that are designed to support progress—for individuals, for businesses,
and across networks. We believe in the beauty of work, the importance
of relationships, and the power of ideas to drive significant positive change.

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 Leading the way.
With over 5,000 product, technical, implementation,
and industry experts that support customers in 168
countries, our goal is to ensure your success with all
new markets, industries, or strategies you wish
to pursue. Your success is the yardstick by which
we measure our own.

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 Industry
Unique industry needs, purpose-built solutions
At Infor, we understand that one size fits all software doesn’t meet your business requirements. That’s why we focus on
building software for key verticals that have specialized needs. We are proud to count amongst our customers:

18 of top 20 20 of top 20 More than 2,000 17 of top 20 7,000+ industrial 6 of the top 10 15 of the top 20
aerospace automotive chemical industrial machinery global luxury global retailers
companies suppliers manufacturing distributors manufacturers brands
customers

14 of the top 15 21 of the 25 largest 10 of the top 10 6 of the 10 largest More than 18 of the 20 largest 21 of the top 30
food & beverage U.S. healthcare delivery high tech global hotel brands 5,500 industrial U.S. cities global banks
manufacturers networks companies manufacturing
customers

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 Infor d/EPM by the numbers

80 4,500 20
countries customers languages

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 Two in three CFOs say that
their companies do not yet
have the capabilities for
agile decision making,
scenario planning,
or decentralized decision
support that is required
to remain competitive
in the coming years.”

December 2016

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 Planning and
reporting
Historically manual, time-consuming,
and error prone.

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 The finance role
is changing
Innovative new solutions have made critical
tasks faster, more accurate, and easier.
EPM solutions are helping CFOs and their
teams reduce errors and optimize reporting,
planning, budgeting, and consolidation.

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 Plan simpler.

Accurate Responsive Easy

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 EPM streamlines your financial operations

Limit manual Increase Link Deliver a faster, Empower

processes and organizational operational, more reliable stakeholders...
reduce errors alignment financial, close-to-
with analytics
and agility and strategic disclose to measure
planning process performance on
processes to a continuous basis –
drive execution monthly, weekly,
or daily.

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 Support for EPM in the cloud is growing
According to The Forrester WaveTM: Enterprise Performance Management, Q4 2016:

In 2016, nearly 80% By 2020, more than 80%

of customers implemented EPM of EPM solutions will be in the cloud.
solutions on premises.

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 Infor d/EPM

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 Infor d/EPM timeline

11.2

d/EPM 10.6

10.5.1

10.5

CPM+BI
10.4
PM10

< 2006 2007 2011 2014 Q2 2018

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 Infor d/EPM Budgeting & Planning

Financial Workforce Capital Strategy

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 Best-in-class enterprise performance management

Financial Workforce Capital Strategy

Integrated, driver- Workforce planning Bridging the gap Planning for the
based planning for and budgeting to link between operational long-term impacts
income statement, financial plans with strategy and the of capital assets on
balance sheet, strategic execution financial planning financial plans
and cash flow process and
execution

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 Infor d/EPM Financial Planning
Financial
Configurable design for
revenue and gross margin
planning
Flexible dimensions such
as product, market,
customer, etc
Infor Confidential
Workforce Capital Strategy
Best-practice framework Fully integrated with income Use planning for new and
for drivers and trends statement and general ledger existing assets, including
amortization and cash flow
Optional ‘pre-built’ Configurable by industry
planning, and impairments
integration with workforce (e.g. Professional Services,
and capital processes Manufacturing, etc.) Test multiple scenarios
with intelligent cash
allocations that use
different weights and rules
for collections and
payments
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 Infor d/EPM Financial Consolidation

Consolidate multiple sets of books quickly and easily from each of your legal entities,
process elimination entries, and generate a single set of accurate financial statements.

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 Infor d/EPM Workforce Planning

Infor Workforce Planning

Designed to help you optimize your
labor headcount, so you can
address growing workforce and talent
management challenges.
Workforce Planning enables you
to accurately forecast and manage
both direct and indirect labor needs
based on variable demand drivers.

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 Infor d/EPM Workforce Budgeting

Detail headcount requirements, model salary adjustments,

account for vacancies, and optimize your staffing levels

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 Infor d/EPM Strategy Management

Map-out Communicate Manage

strategic goals plans and portfolios …
objectives
Tie them to tactical Align business units, goals, and KPIs more
plans, monitor progress prioritize resources, efficiently and effectively
towards these goals, monitor and report using strategy maps
and take remedial action progress, and proactively and decision packages
address business issues

Success = Strategy + Execution

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 Infor d/EPM Capital Planning

Compare capital needs to long-term plans and business growth objectives

to help your business prioritize and plan for capital asset purchases.
Gain unprecedented insights into capitalized expenditures and uncover cost savings.
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 Infor d/EPM

Easy

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 Driving innovation in your industry

Manufacturing Banking Professional Retail

Services

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 Infor d/EPM in manufacturing

Strategy Operational Performance Additional

Management Planning Management Content
From top floor to shop floor– Align operations and Modern intelligent business Cross Functional alignment
every level of the business. business units and financial performance – to eliminate silos
management capabilities.

Setup Demand Planning Planning & Budgeting Workforce Budgeting

Scorecard Overview Supply Planning Inventory & Dist. Forecasting & Simulation Setup

Strategy Map Production Planning & Scheduling Reporting Capital Planning

Initiatives Sales & Operations Planning Analysis & Dashboarding Financial Consolidation

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 Mission critical Manufacturing insights

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 Infor d/EPM in Professional Services

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 Infor d/EPM in Banking

Infor d/EPM balance sheet planning helps banks accurately forecast

and plan NI margin using asset liability models to improve results.

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 Infor d/EPM in Retail

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 Infor d/EPM

Analyze
Best-in-Class BI and Analytics

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 Seamless integration with Infor ION

Infor ION Business Vault

Analytics | Reporting | Search | In-context BI
Easily integrates a wide range of
disparate systems, provide a simple
but powerful framework for managing
business process flows, workflows,
and alerts. Infor ION
The result is a unified data and
business process platform that can
reinvent the way end users and IT
XML XML XML XML
interact with core systems.

Application Cloud Motion Application

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 A.I.
Infor Coleman – Automates repetitive tasks Serves as an intelligent
a science-driven, and provides instant advisor, getting smarter
industry-first digital access to information via all the time
assistant voice or chat

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2018. Infor.
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 Accurate. Responsive. Easy.

Infor d/EPM combines world-class business intelligence, financial consolidations, and

business performance management capabilities to help you plan and manage more easily.

A single source Real-time Forecasting

of the truth
See all of your data,
from Infor or non-Infor
systems, in a single place.
decision-making on-the-fly
Create ‘what-if” scenarios Forecast on the fly,
so you can understand wherever you are; adjust
the impact of a change plans to accommodate
before you act. changing business or
market conditions.

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