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Infor M3 Reporting Infoteam 15 Maj 2019 Maria Assarsjö [email protected]

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Infor M3 Reporting

In fo team 15 Maj 2019Mar ia Assars jö mar ia .assars [email protected]

Copyright © 2019. Infor. All Rights Reserved. (2)

Different Reporting Tools

Standardreports

User-definedviews, Export to xls

Financial ReportGenerator

Infor Search

SDK Mashup

Businessanalytics

InforBirst

Ad-hocreporting

Brukernavn
Presentasjonsnotater
Use this slide when presenting to Infor application customers (ERP, financials, EAM, etc.). Infor ION Intelligence offers a wide range of possibilities for existing customers Very simple: From whereever the customer comes, they can always go to the next level. All this is supported by ICS, trainings and the support organization. Overview: Reporting: Simple, basic, operational reporting for an (ERP or any other) Infor application Infor ION: Natural and simple add-ons to the application such as in-context BI, Workspace, ION and Business Vault; Making the overall experience better Infor ION Business Analytics: Pre-built analytical solutions with predefined content for reporting, analytics and dashboards; leveraging the ION BI platform; Fast ROI Infor ION BI applications for CPM: Pre-built solutions for budgeting, planning and statutory; Built on the same ION BI platform as ION Business Analytics; Simple way to extend possibilities for the customers Infor ION BI: Comprehensive BI and CPM platform that customers use to individualize their solution to whatever is needed.

Copyright © 2019. Infor. All Rights Reserved. (3)

Different Reporting Tools

Standardreports

User-definedviews, Export to xls

Financial ReportGenerator

InforSearch

SDK Mashup

Businessanalytics

InforBirst

Ad-hocreporting

Brukernavn
Presentasjonsnotater
Use this slide when presenting to Infor application customers (ERP, financials, EAM, etc.). Infor ION Intelligence offers a wide range of possibilities for existing customers Very simple: From whereever the customer comes, they can always go to the next level. All this is supported by ICS, trainings and the support organization. Overview: Reporting: Simple, basic, operational reporting for an (ERP or any other) Infor application Infor ION: Natural and simple add-ons to the application such as in-context BI, Workspace, ION and Business Vault; Making the overall experience better Infor ION Business Analytics: Pre-built analytical solutions with predefined content for reporting, analytics and dashboards; leveraging the ION BI platform; Fast ROI Infor ION BI applications for CPM: Pre-built solutions for budgeting, planning and statutory; Built on the same ION BI platform as ION Business Analytics; Simple way to extend possibilities for the customers Infor ION BI: Comprehensive BI and CPM platform that customers use to individualize their solution to whatever is needed.

Copyright © 2019. Infor. All Rights Reserved. (4)

Copyright © 2019. Infor. All Rights Reserved. (5)

Copyright © 2019. Infor. All Rights Reserved. (6)

Copyright © 2019. Infor. All Rights Reserved. (7)

Copyright © 2019. Infor. All Rights Reserved. (8)

Different Reporting Tools

Standardreports

User-definedviews, Export to xls

Financial ReportGenerator

Infor Search

SDK Mashup

Businessanalytics

InforBirst

Ad-hocreporting

Brukernavn
Presentasjonsnotater
Use this slide when presenting to Infor application customers (ERP, financials, EAM, etc.). Infor ION Intelligence offers a wide range of possibilities for existing customers Very simple: From whereever the customer comes, they can always go to the next level. All this is supported by ICS, trainings and the support organization. Overview: Reporting: Simple, basic, operational reporting for an (ERP or any other) Infor application Infor ION: Natural and simple add-ons to the application such as in-context BI, Workspace, ION and Business Vault; Making the overall experience better Infor ION Business Analytics: Pre-built analytical solutions with predefined content for reporting, analytics and dashboards; leveraging the ION BI platform; Fast ROI Infor ION BI applications for CPM: Pre-built solutions for budgeting, planning and statutory; Built on the same ION BI platform as ION Business Analytics; Simple way to extend possibilities for the customers Infor ION BI: Comprehensive BI and CPM platform that customers use to individualize their solution to whatever is needed.

Copyright © 2019. Infor. All Rights Reserved. (9)

Copyright © 2019. Infor. All Rights Reserved. (10)

Different Reporting Tools

Standardreports

User-definedviews, Export to xls

Financial ReportGenerator

Infor Search

SDK Mashup

Businessanalytics

InforBirst

Ad-hocreporting

Brukernavn
Presentasjonsnotater
Use this slide when presenting to Infor application customers (ERP, financials, EAM, etc.). Infor ION Intelligence offers a wide range of possibilities for existing customers Very simple: From whereever the customer comes, they can always go to the next level. All this is supported by ICS, trainings and the support organization. Overview: Reporting: Simple, basic, operational reporting for an (ERP or any other) Infor application Infor ION: Natural and simple add-ons to the application such as in-context BI, Workspace, ION and Business Vault; Making the overall experience better Infor ION Business Analytics: Pre-built analytical solutions with predefined content for reporting, analytics and dashboards; leveraging the ION BI platform; Fast ROI Infor ION BI applications for CPM: Pre-built solutions for budgeting, planning and statutory; Built on the same ION BI platform as ION Business Analytics; Simple way to extend possibilities for the customers Infor ION BI: Comprehensive BI and CPM platform that customers use to individualize their solution to whatever is needed.

Copyright © 2019. Infor. All Rights Reserved. (11)

Copyright © 2019. Infor. All Rights Reserved. (12)

Copyright © 2019. Infor. All Rights Reserved. (13)

Different Reporting Tools

Standardreports

User-definedviews, Export to xls

Financial ReportGenerator

Infor Search

SDK Mashup

Businessanalytics

InforBirst

Ad-hocreporting

Brukernavn
Presentasjonsnotater
Use this slide when presenting to Infor application customers (ERP, financials, EAM, etc.). Infor ION Intelligence offers a wide range of possibilities for existing customers Very simple: From whereever the customer comes, they can always go to the next level. All this is supported by ICS, trainings and the support organization. Overview: Reporting: Simple, basic, operational reporting for an (ERP or any other) Infor application Infor ION: Natural and simple add-ons to the application such as in-context BI, Workspace, ION and Business Vault; Making the overall experience better Infor ION Business Analytics: Pre-built analytical solutions with predefined content for reporting, analytics and dashboards; leveraging the ION BI platform; Fast ROI Infor ION BI applications for CPM: Pre-built solutions for budgeting, planning and statutory; Built on the same ION BI platform as ION Business Analytics; Simple way to extend possibilities for the customers Infor ION BI: Comprehensive BI and CPM platform that customers use to individualize their solution to whatever is needed.

Copyright © 2019. Infor. All Rights Reserved. (14)

Copyright © 2019. Infor. All Rights Reserved. (15)

Different Reporting Tools

Standardreports

User-definedviews, Export to xls

Financial ReportGenerator

Infor Search

SDK Mashup

Businessanalytics

InforBirst

Ad-hocreporting

Brukernavn
Presentasjonsnotater
Use this slide when presenting to Infor application customers (ERP, financials, EAM, etc.). Infor ION Intelligence offers a wide range of possibilities for existing customers Very simple: From whereever the customer comes, they can always go to the next level. All this is supported by ICS, trainings and the support organization. Overview: Reporting: Simple, basic, operational reporting for an (ERP or any other) Infor application Infor ION: Natural and simple add-ons to the application such as in-context BI, Workspace, ION and Business Vault; Making the overall experience better Infor ION Business Analytics: Pre-built analytical solutions with predefined content for reporting, analytics and dashboards; leveraging the ION BI platform; Fast ROI Infor ION BI applications for CPM: Pre-built solutions for budgeting, planning and statutory; Built on the same ION BI platform as ION Business Analytics; Simple way to extend possibilities for the customers Infor ION BI: Comprehensive BI and CPM platform that customers use to individualize their solution to whatever is needed.

Copyright © 2019. Infor. All Rights Reserved. (16)

M3 Ad-Hoc ReportingM3 Ad hoc Reporting is a tool that enables the

creation of operational reports and listings direct from the M3 application database.

M3 Ad hoc reporting is a tool within BE that enables the building of your own M3 report over any M3 standard or customer built M3 table.

With the Ad hoc reporting designer you can simulate at design before runtime

The output from the Ad hoc reporting tool is always an XML file that is created by a batch job.

Ad hoc report versions can be saved, then submitted online or through M3’s Job Scheduler

Pre-populated with M3 Table definitions and standard Sorting orders and Views

16

M3 Business Engine server

XML

MAIL&

PDF

3rd Party Products

Copyright © 2019. Infor. All Rights Reserved. (17)

Copyright © 2019. Infor. All Rights Reserved. (18)

Different Reporting Tools

Standardreports

User-definedviews, Export to xls

Financial ReportGenerator

Infor Search

SDK Mashup

Businessanalytics

InforBirst

Ad-hocreporting

Brukernavn
Presentasjonsnotater
Use this slide when presenting to Infor application customers (ERP, financials, EAM, etc.). Infor ION Intelligence offers a wide range of possibilities for existing customers Very simple: From whereever the customer comes, they can always go to the next level. All this is supported by ICS, trainings and the support organization. Overview: Reporting: Simple, basic, operational reporting for an (ERP or any other) Infor application Infor ION: Natural and simple add-ons to the application such as in-context BI, Workspace, ION and Business Vault; Making the overall experience better Infor ION Business Analytics: Pre-built analytical solutions with predefined content for reporting, analytics and dashboards; leveraging the ION BI platform; Fast ROI Infor ION BI applications for CPM: Pre-built solutions for budgeting, planning and statutory; Built on the same ION BI platform as ION Business Analytics; Simple way to extend possibilities for the customers Infor ION BI: Comprehensive BI and CPM platform that customers use to individualize their solution to whatever is needed.

Copyright © 2019. Infor. All Rights Reserved. (19)

M3 Analytics Industry ContentDelivered With Birst

Finance

316 Metrics

Key Ratio

Invoice Accuracy

General Ledger

Purchase Price

Variance

Stock Valuation

Credit Management Performance

AR Operational

Metrics

AP Operational

Metrics

Sales

155 Metrics

Sales Analysis

Sales Orders

Delivery Performance

Sales Budget

Procurement & Warehouse

168 Metrics

Procurement Analysis

Purchase Orders

Quality Inspection

Warehouse

Production

132 Metrics

Material Variances

Operation Analysis

Order Costing Header

Order Costing

Work CenterUtilization

Equipment

200 Metrics

Contract Profitability

Equipment Profitability

Equipment Reliability

LaborResource Analysis

Technician Performance

Warranty Claims

Rental

47 Metrics

Rental

Quality Management

7 Metrics

Quality Management

*Approx Metric Numbers

M3 Analytics v12 On Premise andSingle Tenant Cloud

Industry Content “Out Of The Box”

Project Accelerator Concept

Leading-Edge BI Platform

Copyright © 2018. Infor. All Rights Reserved. (20)

M3 Analytics For M3 Cloud

W h a t i s M 3 A n a l y t i c s

5CloudSuites

201Reports

5Domains

641Metrics

29Dashboards

75Dimensions

6Ad Hoc

996Attributes

16.1.3 May 2019

Copyright © 2019. Infor. All Rights Reserved. (21)

Different Reporting Tools

Standardreports

User-definedviews, Export to xls

Financial ReportGenerator

Infor Search

SDK Mashup

Businessanalytics

InforBirst

Ad-hocreporting

Brukernavn
Presentasjonsnotater
Use this slide when presenting to Infor application customers (ERP, financials, EAM, etc.). Infor ION Intelligence offers a wide range of possibilities for existing customers Very simple: From whereever the customer comes, they can always go to the next level. All this is supported by ICS, trainings and the support organization. Overview: Reporting: Simple, basic, operational reporting for an (ERP or any other) Infor application Infor ION: Natural and simple add-ons to the application such as in-context BI, Workspace, ION and Business Vault; Making the overall experience better Infor ION Business Analytics: Pre-built analytical solutions with predefined content for reporting, analytics and dashboards; leveraging the ION BI platform; Fast ROI Infor ION BI applications for CPM: Pre-built solutions for budgeting, planning and statutory; Built on the same ION BI platform as ION Business Analytics; Simple way to extend possibilities for the customers Infor ION BI: Comprehensive BI and CPM platform that customers use to individualize their solution to whatever is needed.

Copyright © 2019. Infor. All Rights Reserved. (22)

Birst: driving additional value throughout the business

Access data from multiple sourcesData

Who are our most compliant suppliers?KPIs &Dashboards

What products did we buy and from whom?Standard Reports

Which suppliers are of high value?Blending & Discovery

Why are these suppliers of high value?Descriptive Analytics

Which suppliers will become high value?Predictive Analytics

What actions do I need to take?Prescriptive Analytics

Valu

e

Intelligence

What has …?

Why did …?

What will …?

Brukernavn
Presentasjonsnotater
Driving Value throughout the business: Talk thru the slide:��When looking at the value that we help our customers drive from their data we tend to map it with Intelligence (X-Axis) or the level of intelligence they can drive and the Value that they can drive (from the Y-Axis) Data - At the very least we need to have access to data. The Birst technology allows us to bring together data from multiple sources, regardless of how it is hosted Cloud or on-premise. If VALUE STATEMENT – SCHNEIDER: Bring together over 200 ERP sources and were able to drive 5% savings on purchases – THIS AMOUNTS TO $500M Standard Reports – The first step most organisations go thru is the production of Standard Reports. These could be report packs that basically answer the key business questions that the business has always required. The Birst technology enables users to easily put together their own sets of standard reports, which can be shared amongst users and across departments. This s one of the key differences with Infor BI, in that end-users will be able to create their own reports without having to learn a complicated BI tool. VALUE STATEMENT – CITRIX: Bring together over 400+ data sources (internal & external) to drive reporting which helped them achieve a 99% on-time delivery, move from 5X increase in inventory turns to 12X whilst only having 1 Admin against 2000 end-users. KPIs & Dashboards – This is when we help organisations start to manage the business on an exception basis. Don’t send me a regular report, only send it to me when something has happened within the business to drive my attention. VALUE STATEMENT –RECKITT BENCKISER: A rapid deployment across 78 countries which saw them replace SAP/BOBJ as it was too heavy and slow. Delivering 1000’s of KPIs and dashboards enabling them to achieve: >$100M revenue Increase, a 5X acceleration in BI processes at a lower TCO. EXISTING CUSTOMER: As you can see, I have drawn a dotted line at this point. What is being delivered here with Birst could be achieved by Infor BI, however with Birst it is more end-user focussed. End users are able to produce standard report packs as opposed to end users having to be delivered standard report packs from power users. THIS IS ONE OF THE KEY DIFFERENCES. NET NEW CUSTOMER: If we look at the questions we can help organisations answer , it is very much rear-view mirror. I can’t do anything about that – what I really want to start doing is looking forward at what is going to happen in the future. Moving above the line – IS WHERE BIRST COMES INTO ITS OWN AND CAN HELP OUR CUSTOMERS DRIVE ADDITIONAL VALUE FROM THEIR DATA ASSETS WITH A MUCH LOWER TCO. Blending & Discovery – The Birst solution allows end-users to bring in their own additional data assets. These are typically data sets that are not owned by IT. So, in a CloudSuite world, these would be non-CloudSuite data assets. The value of doing this, is that end-users are now able to conduct data discovery exercises over multiple data sources. Typically, in a BI world, end-users would have to rely upon IT to do this. Descriptive Analytics – Starting to incorporate pre-defined statistical techniques to help answer more descriptive questions, where I am looking at patterns in data to uncover commonalities and outliers: What are the key attributes of my most profitable customers/products – how can I market better to my most profitable customers? How do I turn my less profitable customers into profitable customers? Which expense claims are fraudulent? CrossMark – Needed to understand relationships between different data assets. Using Birst meant analysts focused more on ad-hoc discovery as opposed to manipulating data. This is where I can start incorporating techniques such as Descriptive and Predictive Analytics: Predictive Analytics – Using techniques to drive questions about the future What is demand going to be like moving forwards – can I incorporate statistical forecasting techniques to predict demand and thereafter drive my supply chain? Who is likely to respond to a marketing campaign? Can I utilise techniques such as decision trees and regression to predict which customers are likely to respond to a marketing campaign? Which customers are likely to default on a loan? Use historic data to score customers for likelihood to default on a loan. Prescriptive Analytics – Enabling organisations to start understanding what actions to take moving forwards If we look at the questions we can help organisations answer , it is very much rear-view mirror. I can’t do anything about that – what I really want to start doing is looking forward at what is going to happen in the future. So we can see – as organisations get more BI savvy or BI competent – the Infor solution can grow with them. This is a solution that helps organisations answer the more complex question as their users pose them. Whilst I have drawn this chart on a scaled basis, it does not mean that you have to go step-by-step. Some of our customers are working with us today to simply do the Predictive stuff. However, what this chart shows is how the Infor BI solution can grow with you as you become more BI savvy and your users ask more complex questions of you. CITRIX Architect a Digital Supply Chain Provide real-time visibility (every 7 mins) Integrate 400+ data sources (internal & external) Deliver on time w/o increasing inventory 99% On-time Delivery 5X increase in Inventory Turns to 12+turns 35% reduction in Days in Supply Live in 90 days 1 IT FTE administers Birst for 2000 users Sunny D Understand promotion impact on margins Modernize BI across six business functions Unify data from eight legacy BI platforms 7% savings on expedited shipping 2% sales increase from “just in time” delivery 90% reduction in overtime costs Schneider Electric Unify PO information across 200+ ERPs 4% - 5% savings in direct and indirect materials Reckitt Benkiser Existing (BOBJ) solution too heavy and slow Deploy rapidly across 78 countries, with minimal IT involvement Separate BI instances by country with central BI for overall company analytics Centralized global data blended with data for each local market Increased revenue by optimizing sell-in to sell-through Rapid country “stamp, customize, go” deployment All reporting done in local markets Performance: 95% of queries return in < 1 s CrossMark Technical Challenges Data relationships at the intersect of products types, brands, regions, campaigns, inventory and sales (for 1000s of brands across 10,000 stores) Near real-time intraday data processing 1000+ end users who need easy-to-consume information Results Analysts focus on ad-hoc discovery, not manipulating data Crossmark delivers insights to retailers; locks in loyalty

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Thank you

Brukernavn
Presentasjonsnotater
Thank you.