M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam

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M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
M3 Update and Strategy
May 2019
Ole Rasmussen, VP Product Management
M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
Full disclaimer
This presentation reflects the direction Infor may take with regard to the products or
services described herein, all of which is subject to change without notice. This
presentation is not a commitment to you in any way
and you should not rely on any content herein in making any decision.
Infor is not committing to develop or deliver any specified enhancement, upgrade,
product, service or functionality, even if such is described herein. Many factors can affect
Infor’s product development plans and the nature, content and timing of future product
releases, all of which remain in the sole discretion of Infor. This presentation, in whole or
in part, may not be incorporated into any agreement. Infor expressly disclaims any
liability with respect to this presentation.

                                        Copyright © 2018. Infor. All Rights Reserved. (2)
M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
Topics

01       Introduction                                                               Recent Updates

         Strategic Directions                                                       What's Next

         M3 Cloud Edition                                                           Summary

                                Copyright © 2018. Infor. All Rights Reserved. (3)
M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
M 3 To d a y

Infor M3 highlights

125              700+                              18>
New Customers    Improvements                      Integrations to Infor
Last 24 months   continuously                      Strategic Products
                 delivered via CE

150+             40%                               56%
M3 Cloud         Cloud customers                   Cloud customers are
Customers        provisioned multi                 net new
                 tenant

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M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
60 M3 New Names
               FY19 NEW CUSTOMERS – INFOR M3 CLOUD AND ON PREMISE                                                                                                                             26 countries
 Chemicals &              Distribution incl. Retail Distribution                              Food & Beverage                                             Fashion                       Manufacturing                             Other
 Life Science

   Chemical (FR)
                            Distribution (US)    Distribution/Retail (US)        F&B (NL)                F&B (IT)                       F&B (MY)          Fashion (US)       Manufacturing (US)       Manufacturing (SE)      Football Club (DE)
Migration from Aneal

Chemical & LS (US)                                                                                                                                                                                                              Services (JO)
                             Distribution (JP)     Distribution/Retail           F&B (JP)               F&B (US)                        F&B (DE)          Fashion (IT)      Manufacturing (ESP)       Manufacturing (US)
Migration from Baan
                                                         (Israel)

Pulp & Paper Mills (US)
                            Distribution (AU)    Distribution/Retail (IN)        F&B (NL)               F&B (FR)                        F&B (NL)          Fashion (SL)      Manufacturing (Israel)    Manufacturing (US)        Services (PL)
     New Division

                                                                                                                                                                                 CFP
 Chemicals (Canada)                              Distribution/Retail (AU)        F&B (FR)               F&B (PL)                    F&B (US)              Fashion (US)       Manufacturing (FR)      Manufacturing (Israel)
                            Distribution (US)
                                                                                                                                 PRISM migration       System21 migration

                                                                                  F&B (FR)
  Chemicals (China)                              Distribution/Retail (AU)                               F&B (FR)                        F&B (US)          Fashion (CA)       Manufacturing (DK)       Manufacturing (SE)
                                                                            Migration from Aneal

                 Equipment

                                                 Distribution/Retail (ID)        F&B (FR)               F&B (NO)                        F&B (DE)                             Manufacturing (US)       Manufacturing (US)

                Equipment (PT)

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                                                 Distribution/Retail (UK)        F&B (FI)               F&B (CH)                        F&B (NZ)                             Manufacturing (AT)      Manufacturing (ESP)
M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
Topics

         Introduction                                                               Recent Updates

02       Strategic Directions                                                       What's Next

         M3 Cloud Edition                                                           Summary

                                Copyright © 2018. Infor. All Rights Reserved. (8)
M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
Digital Transformation – the consumer

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M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
Digital solutions at a much faster pace

The pillars of digitalization
• API ecomomy – the connected enterprise
  –   Continously adding new APIs to M3
  –   Secure exposure through ION API
  –   API orchestration
  –   Infor IOT – handle your devices
• Big data – Infor Data Lake
  – Centralized repository for all your data and transactions
  – Near to infinite storage in the cloud
• AI Platform – Infor Coleman
  – Chat, talk to M3
  – Get guidance and recommendations for your business
  – Automate your business processes

                                                Copyright © 2018. Infor. All Rights Reserved. (11)
M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
INFOR STRATEGY
                                                                EAM

                                                        PLM                CRM

       Coleman Analytics                                                            Commerce
                                                                                    Network

        Localizations                                                                    Marketing

                         EPM                                                             E-commerce

                                  HCM                                              Supply Chain

                                                 Finance                   Industry Content

                                                              Production

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M3 Update and Strategy - May 2019 Ole Rasmussen, VP Product Management - Infoteam
AUGMENTS APPLICATIONS WITH COMMON SHARED SERVICES

UX                       iPAAS                                                   Security                Data Management

Portal                   Process Integration                                     Single Sign-on          Data Lake
In-context               Activity Monitoring                                     Users / Roles           Graph
Homepages                Workflow                                                Groups                  Data Catalogue
Search                   API Gateway                                             Auditing / Monitoring   Data Services APIs
Chat                     Orchestration                                           Risk & Compliance       Data Pipelines
Documents (IDM)          Mapping                                                 Insights                Archiving
Mobile (GO)              RPA

PAAS                     Coleman A.I.                                            IoT                     L10n

Dev Framework            Digital Assistant                                       IoT Portal              e-Auditing
Composite Apps           Automated Skills                                        Connectors              Tax Reporting
Soho UX Library          Contextual AI                                           Embedded EAM            Banking
Reports                  Image Recognition                                       Analytics               Statutory Reporting
Extensibility            AI Platform                                                                     Trade Stats Reporting
                                                                                                         e-Invoicing

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Secure

                             Resilient

Digital and ERP              Scalable

                             Open

ERP requirements         =   Big data, AI & IoT

in the world of              Working by “exception”
Digital Transformation       Structured workflows

                             Utilize latest innovations

                             ... and stay super current
Topics

         Introduction                                                                Recent Updates

         Strategic Directions                                                        What's Next

03       M3 Cloud Edition                                                            Summary

                                Copyright © 2018. Infor. All Rights Reserved. (18)
M3 Cloud Edition

M3 strategic directions
Multi tenant cloud suites
•   Complete industry suites w. integrations

Cloud proven technologies
•   Infor OS, IFS, thin client, security
•   Birst, extensibility, Mongoose

Single version of the software
•   Incremental development
•   Test automation
•   Continuous delivery of new features

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M3 Big Picture
                                                                                                                          On
On Premise                                                                                                                Premise               New On Premise M3
                                                                                                                          Packaging

M3 13.4   Regular improvements          – Config XML – H5 – MCPs – Tech

          2017                       2018                                2019                                                 2020                           2021

                                                                                                                M3 Cloud Edition – Continuous Incremental Updates
Cloud                            M3 Cloud Edition
                                 New Major Version                                                                                        M3 Cloud Edition
                                                                                                                                          Key properties
                                 MT CloudSuites , 33 +118*56%
                                 • Food & Beverage                                                                                        • Single Version
                                 • Distribution Enterprise
                                 • Fashion                                                                                                • Automated Updates
                                 • Equipment                                                                                              • Scalable
                                 M3 Cloud
                                                                                                                                          • Secure
                                 • Chemicals & Manufacturing
                                                                                                                                          • Extensible

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M3 Cloud Edition

Single version of the software

 • Continuous updates (monthly)
 • New capabilities available immediately; no waiting for next version
 • Customers can try new capabilities when they are ready
   – Controlled through Toggles & Parameters with the intention to not have impact on existing
     business processes

                               No More Upgrades

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M3 Cloud Super Set                                                                                                                                                                        Evolving

                                                                   Infor Birst – Business Intelligence Platform
                                                                               M3 Industry Analytics
                                                                                         M3 Cloud Edition
  Customer & Market              Inventory Management                                                      Product Data &                          Financial Accounting                  M3 Options
     Management                        & Planning
                                                                  Demand Planning
                                                                                                       Attribute Management                             AR/AP/GL               •   Demand Planner
                                                                                                                                                                               •   Scheduling workbench
                                                                                                                                                                               •   Planning Workbench
       Sales Order                       Warehouse              Production Planning &                      Plant & Equipment                          Risk & Cashflow          •   Customer Lifecycle
       Management                        Management                  Scheduling                                 Structure                              Management                  Management (Sept 2019)
                                                                                                                                                                               •   Mobile Field Service (Sept 2019)
                                                                   Manufacturing                                                                                               •   Graphical Lot Tracker
 Over the Counter Sales          Transport Management                                                     Work Management                        Internal Cost Accounting
                                                                    Execution                                                                                                  •   Inventory Planning
                                                                                                                                                                                   Workbench
      Rental & Lease                     Procurement                                                     Product & Equipment                          Multi Company            •   Sales Hub
                                                                Quality Management
       Management                        Management                                                            Costing                                Management               •   Equipment Quotation
                                                                                                                                                                                   Management
         Project                       Grower Contract                                                 Depot and Field Service                          Fixed Asset
                                                                Supply Chain Planning
       Management                       Management                                                         Management                                  Management

 Suite options                                   July 2019                                      June 2019                                                                    July 2019               June 2019

                                               Infor Supplier                                                                  Infor IBP &            Infor XM Expense
   Factory Track           Infor EAM                                 GT Nexus                    Infor CRM                                                                  Infor d/EPM              Infor HCM
                                                 Exchange                                                                   Planning Products           Management

                                                                                                                                                         May 2019            Aug 2019                July 2019
     Infor CPQ                                  Fashion PLM         Integration                                                       IDM
 - Product Configurator   Infor Rhythm                                                      Supplier Rebates                                             Infor GRC           PLM Optiva               Infor SCE
    - EQ, & 2D Design
                                                  (Pilots)       Framework for EDI                                                   Capture

 User Experience                                                                                                     Data                                                 Coleman
                              iPAAS                      IOT                Security                                                           Localizations                                          PAAS
       UX                                                                                                    Management
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                                                                                                                                                                             AI
M3 Cloud Edition

M3 Multi tenant Cloud & CloudSuites

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M3 Cloud Edition

  Major modernization areas
                       On premise / Single-tenant                                                                MT M3 Cloud Edition
  Modern BI              Infor BI/Data Warehouse Designer                                                  Birst / Data Lake with Industry Analytics

                              M3 Warehouse Mobility/                                                             Factory Track for M3
New MT Apps                M3 CLM/M3 MSF/Fashion PLM                                                    M3 CLM(MT)/M3 MSF(MT)/Fashion PLM(MT)
                                Mashup Designer /                                                         Extensibility tools, M3 personalization, Home
 Extensibility
 Extensibility          Java Modifications (Approval process)                                             Pages, Web SDK, App Builder & Mongoose

                         Several custom Integration methods                                             ION BODs (Std or customer configured in MEC)
ION Integration          including direct to MEC or SQL calls                                                         or APIs or sFTP

  Ming.le UI                        Smart Office                                                              Infor Ming.le & M3 Thin Client (H5)

                          Opentext / StreamServe including                                                  New solution: Infor IDM based on XML
 New Output                      Report Manager                                                         Note: Streamserve is supported but not included

   New EDI                       M3 EDI messages                                                           Infor EDI BODs to integrate with 3rd party

                                Several client tools:
Administration            LCM / MDP / WebServices / Logs
                                                                                                           M3CE administration interface in Ming.le

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Topics

         Introduction
                                            04                                       Recent Updates

         Strategic Directions                                                        What's Next

         M3 Cloud Edition                                                            Summary

                                Copyright © 2018. Infor. All Rights Reserved. (27)
What’s New M3 Release Summary 13.4

M3 Analytics v12                                                                                           M3 Analytics Industry Content
                                                                                                               Delivered With Birst

                                                                                                      Procurement                                                           Quality
                                                            Finance                    Sales                           Production        Equipment           Rental
                                                                                                      & Warehouse                                                         Management

                                                         316 Metrics              155 Metrics         168 Metrics      132 Metrics       200 Metrics        47 Metrics      7 Metrics

                                                                                            Sales        Procurement        Material         Contract                          Quality
                                                                Key Ratio                                                                                        Rental
                                                                                           Analysis        Analysis        Variances        Profitability                    Management

                                                                                                                                                                  *Approx Metric Numbers
                                                                 Invoice                                  Purchase         Operation        Equipment
                                                                                       Sales Orders
                                                                Accuracy                                   Orders          Analysis         Profitability

                                                                 General                 Delivery           Quality      Order Costing      Equipment
                                                                 Ledger                Performance        Inspection        Header          Reliability
    Industry Content “Out Of The Box”
                                                                Purchase                                                                      Labor
                                                                  Price                Sales Budget      Warehouse       Order Costing       Resource
                                                                Variance                                                                     Analysis
       Project Accelerator Concept
                                                                 Stock                                                    Work Center       Technician
                                                                Valuation                                                  Utilization     Performance
        Leading-Edge BI Platform
                                                                Credit
                                                                                                                                             Warranty
                                                             Management
                                                                                                                                              Claims
                                                             Performance

                                                                 AR
                                                              Operational
                                                               Metrics

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                                        Copyright © 2018. Infor. All Rights
                                                              Operational
                                                               Metrics
M3 13.4 Country Versions                                                                                                       54 Countries GA
                                                                                                                               27 Languages
Europe
• Austria          •   Estonia   •   Ireland      •   Netherlands • Slovakia                    • Switzerland
• Belgium          •   France    •   Italy        •   Norway      • Spain                       • Turkey                                     Languages:
• Czech republic   •   Germany   •   Latvia       •   Poland      • Sweden                      • United Kingdom                             Arabic
• Denmark          •   Greece    •   Lithuania    •   Portugal                                                                               Chinese (Simplified)
                                                                                                                                             Czech
• Finland          •   Hungary   •   Luxembourg   •   Russia                                                                                 Danish
                                                                                                                            Asia / Pacific   Dutch
                                                                                                                            • Australia      English (US)
                                                                                                                                             Estonian
                                                                                                                            • China          Finnish
Americas
                                                                                                                            • HongKong       French
• Argentina
                                                                                                                            • Indonesia      German
• Bolivia                                                                                                                                    Hebrew *
                                                                                                                            • Japan
• Brazil                                                                                                                                     Hungarian
                                                                                                                            • Malaysia
• Canada                                                                                                                                     Italian
                                                                                                                            • New Zealand    Japanese
• Chile
                                                                                                                            • Philipinnes    Korean
• Colombia                                                                                                                                   Latvia
                                                                                                                            • South Korea
• Mexico                                                                                                                                     Lithuanian
                                                                                                                            • Singapore      Norwegian
• USA
                                                                                                                            • Vietnam        Polish
• Uruguay                                                                                                                                    Portuguese
                                                                                                                            • Thailand
                                                                                                                                             Romanian
                                                                                                                                             Russian
                                                                                                                                             Spanish
  54 - General available (GA)                                                                                                                Swedish
                                                      India, Middle East & Africa                                                            Thai
  2 – Partner managed                                                                                                                        Turkish
                                                      • Algeria                                    • Qatar                                   Vietnamese
                                                      • Egypt                                      • Saudi Arabia
                                                      • India                                      • South Africa
                                                      • Israel                                     • United Arab Emirates
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New Configurable XML for Business documents
Certified for M3 13.4                                                                                              Benefits
• Focus on business documents                                                                                      • Easily extendable by customer
• 100+ Documents are available on 13.4                                                                             • Add new tables, fields etc by metadata
• More information in KB article 1912248                                                                           • Eliminates modifications in documents
                                                                                                                   • Easier to manage through layout structures
                                                                                                                   • Streamfiles will still be supported

                  Streamfile with hard                                                             Streamserve                         Invoice.
                  connection to                                                                                                          PDF
                  indicators in layout                                                              Layout controlled
                  and translation table                                                               by indicators
    OIS180                                                                                                                             Credit
                                                                                                                                      note.PDF
                                                                                                         Translations
    Invoice

                     OIS199PF
                                           CMS006
                                                                                                                                 StreamServe                  Invoice.
                                                                                                                                  StoryTeller                   PDF
  Credit note
                                                                                                                                       Layout
                                                                                                                                    controlled by              Credit
                    XML file including                                                                                                metadata                note.PDF
                    translations and
                    metadata
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Topics

         Introduction                                                                Recent Updates

         Strategic Directions
                                            05                                       What's Next

         M3 Cloud Edition                                                            Summary

                                Copyright © 2018. Infor. All Rights Reserved. (33)
M3 Investment

  Strategic Directions
                                                                                                        Next On Premise M3

     2017             2018                             2019                                   2020                2021

M3 Cloud Edition
New Major Version
                         KEY INDUSTRY                                INTEGRATIONS TO INFOR           INCREASING SOLUTION’S
• Single Version         FUNCTIONALITY                              BEST IN CLASS SOLUTIONS            GLOBAL COVERAGE

• Automated Updates
• Scalable
• Secure
• Extensible          USER EXPERIENCE FOR                                 IMPROVEMENTS TO             NEW TECHNOLOGIES, IOT,
                         THE DIGITAL AGE                                EXTENSIBILITY TOOLING        INDUSTRY BI AND BIG DATA

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M3 13.4

Plans for M3 13.4 H1 2019
Product Name                              Version   Tracked Feature                                                                                        Plan QTR
                                                                                                                                                           (FY)
M3 Integration for Local.ly Services 1.0            Integration from M3 13.4 to Local.ly Services Platform (CE) through Infor ION Enterprise Connector for FY19 Q4
Platform                                            e-Invoicing.
Infor Mobility for Field Service     16.1.0         Enhance configurable sync points. Support for viewing and structure As Build module.                   FY19 Q4
                                                    Additional support for cause of breakdown.
Infor OS                            12.0.30         For tracked features, refer to Infor OS release notes in Doco wiki site                                FY19 Q4
M3 Customer Lifecycle               16.1.0          Easy access to Document and Notebook on lists. Allow to customize mobility colors and company          FY19 Q4
Management                                          icons. Add new criteria Business Area in Sales Budget. Add new leads quick entry management.
                                                    Additional function of importing all quotes from M3 BE.
Opentext Extream                    16.4            M3 Support for latest OpenText StreamServe version with a set of instructions on how to move existing FY19 Q4
                                                    implementations from StreamServe 5.6.2 to Extream 16.4. Plus std layouts
M3 Integration for AvaTax           1.0             M3 integration to third party product AvaTax, used for sales tax in USA and Canada.                    FY19 Q4
Infor Supplier Rebate               11.0.0          Enhance AccountingEntity BOD mapping for on-prem compatibility.                                        FY19 Q4
                                                    Additional display of actual values for alerts. Restructure of user interface
                                                    Add link buttons to pre-filter reports per agreement, browser icons for each field of the main form
                                                    Implementation of DataView as home page. Accrual accumulation on incentive level
M3 Rental Market Metrics            1.0             New Analytics content based on American Rental Association Rental Metrics delivered via Birst          FY20 Q1
                                                    platform.
M3 Core Infrastructure and          13.4.0          Introducing support for Infor STS, Windows Server 2019 and SQL Server 2017,                            FY20 Q1
Technology - Platform refresh
M3 Core Infrastructure and          13.4.0       Amazon Corretto Open JDK.                                                                               FY20 Q1
Technology – Support for Open JDK                KB #2033057 here
M3 Business Engine BODs             15.5.0.0.(6) Accumulated corrections and enahncements                                                                FY19 Q4
M3 Business Engine                  15.1.4 MCP10 Corrections and country updates as of 2019-05-17. Including translation updates for the supported       FY20 Q1
                                                 languages.

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M3 Cloud Edition

M3 BE Extensibility

Private tenant specific code
• Loosely coupled server side code using Groovy
  framework separate from standard code
• Defined and triggered on standard & dynamic exit
  points, for example:
   – before/after panels on interactive programs
   – before/after certain methods on batch/autojobs
• Aware of current context i.e. can access programs
  parameters & resources, easy call of APIs
• Includes Tenant transportation capabilities
• Next steps:
   – Database extensions
   – More tooling

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M3 Cloud Edition

IDM Output Management for M3 CE

• M3 CE includes a built in output management module
• Business Documents and Reports (pdf and Excel)
• Based on new component within IDM
• Utilizing well known MS Word for template design
• Document generation and distribution defined within M3
• Templates and generated documents all stored in IDM
• Strong extensibility and flexibility thru Configurable XML
   – Related tables, add fields, calculations, etc.

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M3 Directions

The B2B M3 Portal Industry add-on Applications

• M3 Portal – a set of industry add-on
  applications for M3CE
• M3 Portal has focus on B2B self-service                                                          EQUIPMENT           SUPPLIER

  applications
• Well proven industry applications built for
  cloud
• First delivery planned Q3 2019                                                              ISSUE
                                                                                           MANAGEMENT          SALES         MANUFACTURING

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M3 Directions

M3 User Experience UX Vision (POC stage)

Our Goal → Best in class
•     New UI Architecture
•     Process based design
•     Responsive design
•     Full lifecycle configurability
•     Great look’n’feel

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Topics

         Introduction                                                                Recent Updates

         Strategic Directions                                                        What's Next

         M3 Cloud Edition
                                            06                                       Summary

                                Copyright © 2018. Infor. All Rights Reserved. (45)
Be Prepared

Why is 13.4 so important?

    Long life cycle             Utilize Infor OS
   M3 13.4 is the final 13.x   take advantage of Ming.le
           release             – ION – Workflow – IDM..

       Modernize                             Prepare
     Remove mods, use          M3 13.4 is the launchpad
   extensibility, use H5…      to Cloud or next on -prem

                                  Copyright © 2018. Infor. All Rights Reserved. (46)
M3 Strategy and Roadmap

Summary

    The world is changing

    Cloud is here

    We are investing in M3

    Be Prepared!

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Thank you

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