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Template V.35, July 11, 2008 Copyright © 2008 Infor. All rights reserved. www.infor.com. Infor Event Manager Graham Emmel – Business Solutions Consultant.

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Presentation on theme: "Template V.35, July 11, 2008 Copyright © 2008 Infor. All rights reserved. www.infor.com. Infor Event Manager Graham Emmel – Business Solutions Consultant."— Presentation transcript:

1 Template V.35, July 11, 2008 Copyright © 2008 Infor. All rights reserved. Infor Event Manager Graham Emmel – Business Solutions Consultant

2 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Agenda  Business and Operational Challenges  What is an Event Management application?  Infor Event Management – Business Process  Customer / Solution examples  Q & A

3 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved.  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 Some of today’s Operational challenges

4 Template V.35, July 11, 2008 Copyright © 2008 Infor. All rights reserved. What is Infor Event Management? Description

5 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. 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

6 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. 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

7 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Infor Event Management vs. Workflow Procedures Applications Data Infor Workflow  Authority  Sequence  Limits Infor Event Management  Test  Monitor  Notify Manual transactions: accidental, malicious, fraudulent Documented, with audit trails Inconsistencies, legacy data missing values… Detective Preventative

8 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. What Can Infor’s EM Do for Your Organization 1.Improving the efficiency of Process Managers 2.Extending the life/ functionality of older applications 3.Filling the gaps in existing applications functionality 4.Creating a central control system 5.Replacing the reporting conundrum 6.Controlling data quality across systems 7.Enabling Processes where reporting is failing Change the way you manage specific business processes

9 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. What Is The Event Management Application?

10 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Infor Event Management

11 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Finance Examples  Invoice Not Paid by Terms  Invoice Discounts Approaching Terms  Invoice/PO Adjustments Above Threshold  Dollar Value or Percentage  New Vendor  Vendor not approved  1099 Information / Tax ID  New Customer  Notify Sales, etc.  Duplicate Order / Invoice  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

12 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. 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  Raw Material Below Safety Stock  Inventory Approaching Expiration  Change Order Notifcation  Large Scrap Transaction  Manufacturing Time Longer than Expected\Planned 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

13 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. 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  Outbound Order Not Picked – (order not picked with ‘X’ time before expected ship date) 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

14 Template V.35, July 11, 2008 Copyright © 2008 Infor. All rights reserved. Overview Infor Event Management Business Process

15 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. EM Adapter Overview Two Types of out of the box adapters  Relational Database Adapter  Allows data access to any ODBC-compliant data source  Real-Time Adapter  Enables subscription to messages from an information bus or EAI platform

16 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. EM Relational Database Adapter Data Warehouse ERP Any ODBC Compliant Source The Database adapter easily connects to any ODBC-compliant database using ODBC connections and SQL select statements. Detect

17 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. EM Real-Time Adapter The Real-Time adapter subscribes to messages from information bus and EAI sources through straight-forward XML metadata mapping. IBM MQ Series MSMQ Tibco RV BizTalk BEA E-Link Vitria Sonic MQ SAP IDOC SAP BAPI/RFC Detect

18 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. The exception desk provides a very informative and intuitive workplace. Views can be created to categorize exceptions, and color palettes are personal. Exception Desk Offers Persistent Tracking Track

19 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. View Details of the Exception Full details of the exception and reason for its creation are available in one view. Track

20 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Personalized Visibility Through Filters Using personalized filters, users can quickly move between different views of exception data. Track

21 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. 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. Powerful Triggering Capabilities Detect

22 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Powerful Triggering Capabilities Fifteen different triggering conditions are available to ensure that any business rule can be defined. These triggering conditions are robust and flexible, and are presented via the web browser in regular sentence structure so that end users can set their own triggering alert criteria. Detect

23 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Events / Object  Occurs  Does not occur  Counts  Impending Occurrence  Paired Events (Duration)  Attribute Comparison Metrics / Attributes  Compare to Fixed Threshold  Compare to another Variable Boolean Logic  If X then Y, else Z or If A then B, else C Examples  Cancellation / De-commit / Hold  Shipment / Receipt / Off of hold  Issues By Product / Customer / Operation  Impending Receipt / Maintenance/ Task  Order to shipment / On Hold to Off Hold  Ship Qty vs Order Qty / Price vs Quote Metric Examples  Yield / Return Levels /Profit Margin  Revenue vs Plan / Forecast Boolean Example  Order greater than $X and priority higher than Y is unallocated and inventory available else where... Key Differentiator: Detection Triggers Detect

24 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. When an alert is triggered, EM can notify you via , phone, fax or handheld device in real-time. Notifications can be role-based, content-based, based on action/non-action or embedded escalation. Notification Real-time, Multi-Channel Notification

25 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Examine History of Escalations Escalation rules can be defined to reflect the criticality of the exception, with automatic notification. Escalations are tracked and an audit is retained. Track

26 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Users can initiate transaction calls to other systems directly from Infor Event Manager. For example, a user can cancel an order, initiate a cross-plant transfer or release an order from hold directly from their web browser. Closing the Loop through Transaction Updates Collaborate

27 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Participate in Collaborative Exception Resolution Initiate and keep track of the collaborative interactions that take place during exception resolution. Collaborate

28 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Use Collaboration Forms to Exchange Information and Close the Loop by Updating Source System Data Collaborative forms can be customized to request relevant information. 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 order from hold directly from their web browser.

29 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Collaboration Across the Enterprise Collaborative forms facilitate more efficient communication between departments and business partners through configurable XML-based forms. The content of each collaborative form can be tailored to meet the business process requirements. Collaborate

30 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Analyze Trends and Root Causes Using Built-in Analytics “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. Learn

31 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Drill Down to Reveal Underlying Causes Naturally, the analytics view supports drill down for root-cause identification. Learn

32 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Case Studies Copyright © 2008 Infor. All rights reserved.

33 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. 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 Del Monte Risk Management Profile Supply Chain Risk Management “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 WojeWodka Business Systems and Decision Support Del Monte Foods  $3.4 billion  One of the largest premium quality food manufacturer

34 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Polo Ralph Lauren Risk Management Profile Financial Controls and SOX Compliance  $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

35 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Pfizer Risk Management Profile Global Visibility of Inventory Issues and Resolution  $125 billion  One of the largest global pharmaceutical company Business Challenge  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 Results  Timeliness of inventory issues  Substantially less support time to resolve inventory problems  Faster react time  Global visibility of issues and resolution Consumer Health Pharma Animal Health

36 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. Summary Copyright © 2008 Infor. All rights reserved.

37 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. 2. RESOLVE Collaboration Automated Escalation Centralized Tracking Infor Event Management: Process 1. DETECT Flexible Exception Detection Real-Time Notification 3. MEASURE Supply Chain Metrics Web-based Analysis & Trending 4. IMPROVE Identify Recurring Problem Areas Continuous Process Improvement

38 Template V.35, July 11, Copyright © 2008 Infor. All rights reserved. What Makes Infor Event Management Different?  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 There are a lot of alerting and notification tools out there, why should our customer consider Infor Event Management over any others?

39 Template V.35, July 11, 2008 Copyright © 2008 Infor. All rights reserved. Questions?


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