Infor Event Manager Graham Emmel Business Solutions

Agenda § Business and Operational Challenges § What is an Event Management application? § Infor Event Management – Business Process § Customer / Solution examples §Q & A 2 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Some of today’s Operational challenges Integration requirements with multiple disparate systems and trading partners § Order fulfillment problems caused by late arrivals of inbound goods § Manufacturing delays caused by missing shipments § Improve visibility of stock levels across the enterprise to improve planning § Streamline business operation to satisfy customer service level agreements § More demanding customer base requires more real-time information § 3 Copyright © 2008 Infor. All rights reserved. www. infor. com.

What is Infor Event Management? Description Copyright © 2008 Infor. All rights reserved. www.

What is the Event Management Application? §A system that enables Manage by Exception § Determines Events from Exceptions § Evolution of Reporting § Automation of Manual tasks of Managing business activity § The ‘Extra set of Eyes’ § Analyst’s Names: EM, Visibility, BPM, Alerting 5 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Where is Infor’s Event Management targeted? § Event Management is a Process Management Technique …Manage by Exception, SPC (Statistical Process Control), not just alerting § Central definition of your ‘Business Rules’ or ‘Controls’ …. What is an outlier, an exception, outside my SLA (Service Level Agreement) § Definition of the Acceptable Response to the Exception …. who needs to do what, by when § Visibility to all Open Issues or Opportunities activity …. what (and who) are we doing about this problem § Learning and refining of your Process Execution …. where is my process consistently out of control 6 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Infor Event Management vs. Workflow Preventative Procedures Infor Workflow § Authority § Sequence § Limits Documented, with audit trails Applications Detective Manual transactions: accidental, malicious, fraudulent Data Inconsistencies, legacy data missing values… 7 Copyright © 2008 Infor. All rights reserved. www. infor. com. Infor Event Management § Test § Monitor § Notify

What Can Infor’s EM Do for Your Organization 1. 2. 3. 4. 5. 6. 7. Improving the efficiency of Process Managers Extending the life/ functionality of older applications Filling the gaps in existing applications functionality Creating a central control system Replacing the reporting conundrum Controlling data quality across systems Enabling Processes where reporting is failing Change the way you manage specific business processes 8 Copyright © 2008 Infor. All rights reserved. www. infor. com.

What Is The Event Management Application? 9 Copyright © 2008 Infor. All rights reserved.

Infor Event Management 10 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Finance Examples Invoice Not Paid by Terms § Invoice Discounts Approaching Terms § Invoice/PO Adjustments Above Threshold § § § Dollar Value or Percentage New Vendor not approved § 1099 Information / Tax ID § § New Customer § § 11 Notify Sales, etc. Duplicate Order / Invoice Copyright © 2008 Infor. All rights reserved. www. infor. com. § § § Credit Holds CC Expiration Date Expiring DSO § Notifications at 30/60/90 day intervals Credit Line Limit Approaching by percentage § Prior Period Journal Post § Budget / Actual variances outside of tolerance § § Tolerance is user defined Purchase Requisition Need Date Approaching § Vendor Performance Rating §

Monitors and Alerts – Manufacturing Supplier and Vendor Collaboration § § § Order Shipped Late Order Arrived Late Last X Orders Arrived Ontime Last X Orders Shipped Ontime Order Status Changed Manufacturing § § § 12 Raw Material Below Safety Stock Inventory Approaching Expiration Change Order Notifcation Large Scrap Transaction Manufacturing Time Longer than ExpectedPlanned Copyright © 2008 Infor. All rights reserved. www. infor. com. Manufacturing (Cont) § Order Promise Date Approaching § Un-Cancelled MRP Request § Mat’l Not Staged within X hours of Prod. Order Start § Order Lead Time Less than Standard

Monitors and Alerts – Distribution Receiving § § § Purchase Order Approaching Due Date Past Due Purchase Orders ASN / Receipts Approaching Due Date Past Due ASN / Receipts Carrier Issue – (reliability / performance of carrier) Vendor Late Putaway Product Requiring Putaway § Delayed Putaway – (product not putaway within ‘X’ amount of time) § Picking § 13 Outbound Order Not Picked – (order not picked with ‘X’ time before expected ship date) Copyright © 2008 Infor. All rights reserved. www. infor. com. Shipping § Outbound Order Not Allocated / Processed § Outbound Loading Approaching Departure Date § Outbound Order Not Shipped by Expected Date § Outbound Order Late Delivery Inventory Management / Replenishment § Product Reorder Alert § Product On Hold for Excess Time Period § Monitor Inventory Adjustments

Infor Event Management Business Process Overview Copyright © 2008 Infor. All rights reserved. www.

EM Adapter Overview Two Types of out of the box adapters § Relational § Allows Database Adapter data access to any ODBC-compliant data source § Real-Time Adapter § Enables subscription to messages from an information bus or EAI platform 15 Copyright © 2008 Infor. All rights reserved. www. infor. com.

EM Relational Database Adapter ERP Data Warehouse Any ODBC Compliant Source The Database adapter easily connects to any ODBCcompliant database using ODBC connections and SQL select statements. 16 Copyright © 2008 Infor. All rights reserved. www. infor. com. Detect

EM Real-Time Adapter IBM MQ Series MSMQ Tibco RV Biz. Talk BEA E-Link Vitria Sonic MQ SAP IDOC SAP BAPI/RFC The Real-Time adapter subscribes to messages from information bus and EAI sources through straightforward XML metadata mapping. 17 Copyright © 2008 Infor. All rights reserved. www. infor. com. Detect

Exception Desk Offers Persistent Tracking The exception desk provides a very informative and intuitive workplace. Views can be created to categorize exceptions, and color palettes are personal. 18 Copyright © 2008 Infor. All rights reserved. www. infor. com. Track

View Details of the Exception Full details of the exception and reason for its

Personalized Visibility Through Filters Track Using personalized filters, users can quickly move between different views of exception data. 20 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Powerful Triggering Capabilities A major benefit is the ability for business users to subscribe to their own exceptions. This is an easy and intuitive process that requires no programming. 21 Copyright © 2008 Infor. All rights reserved. www. infor. com. Detect

Key Differentiator: Detection Triggers Detect Events / Object Examples § Occurs § Cancellation / De-commit / Hold § Does not occur § Shipment / Receipt / Off of hold § Counts § Issues By Product / Customer / Operation § Impending Occurrence § Impending Receipt / Maintenance/ Task § Paired Events (Duration) § Order to shipment / On Hold to Off Hold § Attribute Comparison § Ship Qty vs Order Qty / Price vs Quote Metrics / Attributes Metric Examples § Compare to Fixed Threshold § Yield / Return Levels /Profit Margin § Compare to another Variable § Revenue vs Plan / Forecast Boolean Logic Boolean Example § If X then Y, else Z or If A then B, § Order greater than $X and priority higher else C than Y is unallocated and inventory available else where. . . 23 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Real-time, Multi-Channel Notification When an alert is triggered, EM can notify you via e-mail, phone, fax or handheld device in real-time. Notifications can be role-based, content-based, based on action/nonaction or embedded escalation. 24 Copyright © 2008 Infor. All rights reserved. www. infor. com. Notification

Examine History of Escalations Escalation rules can be defined to reflect the criticality of the exception, with automatic notification. Escalations are tracked an audit is retained. 25 Copyright © 2008 Infor. All rights reserved. www. infor. com. Track

Participate in Collaborative Exception Resolution Initiate and keep track of the collaborative interactions that take place during exception resolution. 27 Copyright © 2008 Infor. All rights reserved. www. infor. com. Collaborate

Use Collaboration Forms to Exchange Information and Close the Loop by Updating Source System Data Users can initiate transaction calls to other systems directly from Infor Event Management. For example, a user can update an order, initiate a cross-plant transfer or release an Collaborative forms can be customized to request relevant order from hold directly from their web browser. information. 28 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Analyze Trends and Root Causes Using Built-in Analytics Learn “Prevention is better than cure” and the in-built analytics are valuable tools to aid problem identification and resolution. Choose from a variety of data representation including bar charts and trend-lines. 30 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Drill Down to Reveal Underlying Causes Learn Naturally, the analytics view supports drill down

Case Studies 32 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Del Monte Risk Management Supply Chain Risk Management Profile § $3. 4 billion § One of the largest premium quality food manufacturer “The implementation was surprisingly fast… just four days from the time the Infor team came on site to when we had an operational system we could use. ” Andy Woje. Wodka Business Systems and Decision Support Del Monte Foods 33 Copyright © 2008 Infor. All rights reserved. www. infor. com. Business Challenge § Order fulfillment accuracy § Short orders § Customer service level Solution § Infor Event Management Results § Increased order fulfillment accuracy § Reduced number of short orders § Enhanced customer services via proactive customer communication

Polo Ralph Lauren Risk Management Financial Controls and SOX Compliance Profile § $6. 0 billion § Global provider of premium lifestyle products Business Challenge § Days sales outstanding § Pricing and discount discrepancies § Missing/Obsolete code and tax data § Master data controls Solution § Infor Event Management Results § Significantly reduced days sales outstanding § Reduced number of manual discount overrides § Better data management of obsolete information § Better control of master data changes § Achieved better financial controls and SOX compliance via continuous controls monitoring 34 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Pfizer Risk Management Global Visibility of Inventory Issues and Resolution Business Challenge Profile § $125 billion § One of the largest global pharmaceutical company § Non real time information for Inventory, stock outs and short supply for premium products § Delays in root cause analysis for inventory problems § Manual exception reporting methods using spreadsheets on a weekly basis Solution § Infor Event Management Pharma Results Consumer Health Animal Health 35 Copyright © 2008 Infor. All rights reserved. www. infor. com. § Timeliness of inventory issues § Substantially less support time to resolve inventory problems § Faster react time § Global visibility of issues and resolution

Summary 36 Copyright © 2008 Infor. All rights reserved. www. infor. com.

Infor Event Management: Process 3. MEASURE 2. RESOLVE • Supply Chain Metrics • Collaboration • Web-based Analysis & Trending • Automated Escalation • Centralized Tracking 4. IMPROVE • Identify Recurring Problem Areas • Continuous Process Improvement 1. DETECT • Flexible Exception Detection • Real-Time Notification 37 Copyright © 2008 Infor. All rights reserved. www. infor. com.

What Makes Infor Event Management Different? There a lot of alerting and notification tools out there, why should our customer consider Infor Event Management over any others? § § § 38 Adaptability to any system: Many systems have built-in alerts and notifications, but they often are restricted to their own content Detect multi-system business discrepancies: We have the ability to look at multiple systems simultaneously and determine when things are going wrong based on information gleaned from both systems Very powerful detection capabilities: Beyond anything anyone else has, we have the ability to execute extremely complex detection business logic, including such things as time phasing and metrics evaluations Follow up on the “Alert”: We don’t just alert people, we make sure that the problem is solved and that we can measure what has happened to take future corrective action Extremely small technical footprint and ultra-high efficiency: Ability to process HUGE volumes with minimal resources, we have customers monitoring MILLIONS of daily transactions on single event management servers Copyright © 2008 Infor. All rights reserved. www. infor. com.