Infor Integrated Business Planning

Infor Supply Chain Management Supply Chain Execution Integrated Business Planning Sales & Operations Planning Demand Planning Warehouse Management Transportation Management Supply Planning Inventory Optimisation Supply Chain Design Labour Management Product Innovation Production Scheduling Billing & Invoicing Voice & Mobility Supply Chain Optimization Shaun Phillips: In this slide we describe the modular components of Infor SCM. We describe the modules as either Planning or Execution. Supply chain optimisation extends across both planning and execution. There are a wide range of household name customers that use these solutions. Here is just a sample (CLICK)

Integrated Business Planning Central application for all business and supply chain planning Includes Sales & Operations Planning Demand Supply Production Scheduling Financial Modeling Product Portfolio Management Workflow & Exception Management Risk Management One common data repository Shaun Phillips: As IBP is a suite of solutions, there really isn’t anything that it cannot do. Encompassing all planning functions, it provides unique capability such as true end-to-end what-if scenario analysis. All of the listed components share one common user experience, common security, workflow, exception & alerts etc… From a Technology standpoint: IBP is a single technology widely using the latest of Infor’s foundation tools such as; ION, Workspace Social Space Infor BI, Infor Mobile … and many others. Business Optimization Risk Management Strategic & Tactical Planning Financial Modeling Product Innovation Workflow & Exception Management Inventory Management Scenario Analysis KPI Monitoring Sense & Respond Holistic Optimization Predictive Analytics Demand Planning Supply Planning Production Scheduling

IBP – Scope of Function Sales & Operations Planning Demand Supply Governance Risk Management Sustainability Business Strategy Strategy Investment Financial Strategy Financial Forecast Operating Budget Cash Position Innovation NPD Portfolio Management Sales & Operations Planning Marketing Plan Sales Forecast Trade Promotions Sourcing Inventory Optimisation Procurement Demand Supply Execution POS, Orders Execution SCADA, ASNs Collaboration Customers Agents Suppliers Contract Mfg, 3PLs

Sales & Operations Planning Demand Supply Demand Forecasting Business Planning Production Planning Sales Planning Bring Demand and Supply into greater harmony.

Integrated Business Planning Suite S&OP Demand + Supply+ Finance Demand Supply Integrated (IBP) In this slide we show the individual components of the next generation of Infor Supply Chain Planning. The basic framework is the core, the box with the lighter shade of blue. The core consists of several sub-components, the two of most significance are 1. the S&OP data repository, the 2. new SCDM – Supply Chain Data Management. Every customer buying any component of the SCP suite will require the core. Existing customers of S&OP will be entitled to the ‘core’. However the core, on its own will serve no purpose. It will need at least one of the modules listed above. The S&OP module is the S&OP solution that we know today. To function S&OP will require several foundation products on which it is dependent. These are ION Process (including the Workflow engine and ION Desk), ION Collaboration Engine, and ION Content Assistant. These items are required inclusions with install of S&OP, and therefore will be bundled into the S&OP SKU Code for sales purposes. In addition to S&OP, or individually with S&OP, a customer may also opt to purchase one or more of the “extended modules”. For the purpose of this discussion only, I am referring to each module by the same name as it is in S&OP with a suffix of “+”. A plus module, is the same module as the module within S&OP, but with extended functionality enabled. It is not a new module. For example: From mid-2012, S&OP may be sold with ‘an extended Demand+ module’, this module will provide some of the features found in a true BoB demand planning tool. The first release of Demand+ will include the Bayesian statistics engine. This is the same statistics engine found in DP today. Over time we will be adding more BoB Demand Planning capabilities into Demand+. It may also be sold with an ‘extended Supply+ module’. The extended Supply module will provide inter-operability the existing Infor supply planning solutions, namely AP, RP, or Planning. Of course licenses are required of the chosen supply planning solution. The initial focus with this module will be to provide AP interoperability. As you may be aware, AP is currently a single user application without a browser based UI and with no explicit security. By embedding AP interoperability within Supply+, AP by default becomes multi-user, web-based, and secure. In the near future we will be providing Supply+ for RP, and Planning. It may also be sold with an ‘extended Schedule+ module’. The plan for the extended Schedule+ module, is that it will provide an alternative user experience for Advanced Scheduling and Scheduling. However in the immediate deliverables for 2012, ‘Schedule+’ will provide similar expereince to AS Webviewer. So this is what Supply Chain Planning will look like in 2012. Remember we have decided on the extended module names as yet, so the “+” is just a placeholder. Infor IBP (framework) Framework Items Plants BOMs Lanes Routes SCDM SCP Database Copyright © 2010 Infor. All rights reserved.

Infor IBP for Nissan S&OP Process Demand Supply Demand Forecasting Business Planning Production Planning S&OP Finance Demand Supply Sales Planning Supply+ Demand + Infor IBP (framework) Bring Demand and Supply into greater harmony. Framework Items Plants BOMs Lanes Routes SCDM SCP Database

Bring Demand and Supply into greater harmony. Infor IBP S&OP Process Demand Supply Demand Forecasting Business Planning Production Planning S&OP Finance Demand Supply Sales Planning Supply+ Demand + Infor IBP (framework) Bring Demand and Supply into greater harmony. Framework Items Plants BOMs Lanes Routes SCDM SCP Database

Infor IBP Demand+ Fully embedded Demand Planning capability within IBP Bayesian statistical engine with Level, Growth, Seasonality dimensions Track demand sensing & signals Manage by exception Unlimited hierarchies at Product or Location dimensions Multi-tier Product / Location hierarchical aggregation proration Unlimited user ‘measures’ to input different “market intelligence” streams Events Profiles Embedded predecessor / successor logic Scenario management Fully graphical and analytical

Typical Demand Planning Process enabled by Demand+ Workflow initiates start of new Demand Forecasting cycle Unconstrained statistical forecast generated by product by market based upon historical sales data Review forecast accuracy of last month actual vs. previous forecasts vs. budget / YTD forecast performance (volume & value) Market input of forecast overrides based upon know future events (any level of product / location hierarchy in any unit of measure) Capture assumptions – audit changes Significant events notified to any IBP participant – subscribe & push basis Forecasts approved by Demand Controllers published to S&OP as new baseline Demand Plan Receive constrained forecast – Gap published to markets

Typical Infor Demand+ Benefits Improved forecast accuracy 20-40% Increased on-time delivery performance up to 20% Reduction in finished goods inventory 10-30% Reduced inventory obsolescence 15% Reduced production costs up to 20% Reduced lead-time 5-10%

Bring Demand and Supply into greater harmony. Infor IBP S&OP Process Demand Supply Demand Forecasting Business Planning Production Planning S&OP Finance Demand Supply Sales Planning Supply+ Demand + Infor IBP (framework) Bring Demand and Supply into greater harmony. Framework Items Plants BOMs Lanes Routes SCDM SCP Database

Infor IBP S&OP Single operating plan profitably matching supply & demand What-if scenario planning incorporating financial analysis Create Compare Approve Process support Collaboration Embedded workflow management Alerts & exceptions Document all decisions including playbooks Robust, repeatable, auditable process

Typical Business Planning Process enabled by S&OP Workflow initiates acceptance of published demand plan & starts new Business Planning cycle Review of BP & MTBP Comparisons to previous plans, budgets etc. Volume / value Telescopic horizon By alternate hierarchies Create alternate scenarios Approve scenarios to publish to Production Planning Receive scenario business plan(s) for production & inventory from Supply+

Typical Infor S&OP Benefits Improved flexibility to respond to mix changes because the volume picture is under control Improved lead times and complete order fulfilment Inventory optimization, reduced obsolescence, and improved availability of inventories Reduced production delays and expediting costs More stable production rates and improved capacity utilization and performance predictability Increased organizational integration, shared risk management, and accountability

Bring Demand and Supply into greater harmony. Infor IBP S&OP Process Demand Supply Demand Forecasting Business Planning Production Planning S&OP Finance Demand Supply Sales Planning Supply+ Demand + Infor IBP (framework) Bring Demand and Supply into greater harmony. Framework Items Plants BOMs Lanes Routes SCDM SCP Database

Infor IBP Supply+ Fully embedded Supply Planning capability within IBP Advanced Manufacturing Planning for true supply chain optimization Simultaneous solving of Multiple Constraints Demand Manufacturing Inventory Materials Transportation Warehousing Optimal use of resources at maximised profit Scenario comparison between plans Fully graphical and analytical

Typical Production Planning Process enabled by Supply+ Workflow initiates start of new Production Planning cycle Published BP & MTBP received into Planning model Review production performance for previous period (adherence to plan, inventory targets) & YTD performance vs. budgets etc. Optimise production allocation and inventory projections by product by site for each scenario with constrained demand as necessary Run alternate solving scenarios on each scenario if required Publish scenarios back to S&OP for MTBP & BP Receives Sales Plan from S&OP Sales Plan Cycle for shorter term production allocation decisions

Typical Infor Supply+ Benefits Smarter sourcing decisions Trade off capacity, lead-time, supply chain costs for supply sources Better utilisation of production resources Intelligent ‘batching’ of production, stock building Reduced Lost Sales Stock build ahead of peaks, pro-active alternate options Reduced Wastage Smarter stock build decisions, expedite production sensitive to material life

Bring Demand and Supply into greater harmony. Infor IBP S&OP Process Demand Supply Demand Forecasting Business Planning Production Planning S&OP Finance Demand Supply Sales Planning Supply+ Demand + Infor IBP (framework) Bring Demand and Supply into greater harmony. Framework Items Plants BOMs Lanes Routes SCDM SCP Database