Infor FMS Masterpiece with Workspace & ION Tom Fox, Business Development Manager 19th February 2013

Masterpiece – A player in the new Infor Technology Stack New Infor technology stack offers two major new integration strategies Infor Workspace – New Web UI Framework that allows UI Applications to share Context information in a publish and subscribe fashion via messages Infor ION – New messaging framework providing the basis for integrations to many Applications as well as an avenue for Workflow and Event Management Masterpiece can now participate in both of these corporate frameworks First Iteration – Masterpiece initial release into the Infor Workspace framework – October 2012 Second iteration – ION Adoption – January 2013

Masterpiece in Infor10 Workspace First Release into the rich context aware environment Begin sharing context with other web applications (Contextual Applications) Shortcuts In-Context BI Bing Maps Position Masterpiece to integrate with new UI Applications that are being developed Context Assistant – associate electronic documents (PO, Invoice, etc.) with particular Masterpiece records More to come Masterpiece Web UI has been re-styled to conform with the new Infor “look and feel” Masterpiece Web UI has been modified to be able to send and receive messages via the Infor10 Workspace framework Meta Data driven and configurable mechanism for publishing screen context from web UI

Infor10 Workspace shell with Masterpiece Workspace Header With Contextual Applications Workspace Right Panel Collapsible Single Sign-on/Sign-out Top Level Navigation High level Navigation Menu Application Container Contextual Application Infor Application Area Where Masterpiece Web UI runs Context Sharing Common Look & Feel, Style across all components (Header, Left Panel, Right Panel, Application Area)

Masterpiece – new Menu Navigation

Masterpiece running in Infor10 Workspace With panes Expanded:

Masterpiece with Documentation Contextual Application

Masterpiece with Maps Contextual Application

Shortcuts contextual application integration Allows persistent bookmarking:

Masterpiece with In-Context BI Contextual Application

Browser Support for new Masterpiece Web UI Additional browser support Firefox – latest (currently 14) IE 9 IE 8 Future Chrome Safari

Analytics | Reporting | Search | In-context BI What is Infor ION Business Vault Analytics | Reporting | Search | In-context BI Application Motion Cloud We think the way to do this is simply and efficiently. We don’t have to look far for an example – the internet is this already. In our version – all the applications publish in XML – the language of the internet - and every business event and transaction produces an XML document – it publishes and is subscribed to by every application that uses that document. Its based on standards – OAGIS. Intenet is the most successful integrated application that scales the world – if one application goes down, the internet doesn’t go down, its very open and very resilient. This inverts the model for enterprise apps. We think they will move away from huge, complex middleware stacks. ION middleware is very simple – 3 CD’s – opposite of complex middleware. We don’t need the complexity of traditional middleware – just not needed for application integration. We have customers who buy ION with no Infor apps. It can do many different things beyond routing – we can route a copy of every document and every version of a document into an area called the BV – we can use that later for in-context BI – rich history of data in their organizations. Benefit we get is that we get “big data” for free – a rich data warehouse – we save it all – storage is cheap, networks fast, no need not to save this. We think this is the way enterprise applications will talk to each other going forward. A DIFFERENT APPROACH TO MIDDLEWARE

MIDDLEWARE Something that sits in “between” apps ERP EXT. APP very complicated, difficult to deploy not integrated to business apps very technical, not driven by business users large footprint can do “1000” things, but not the simplest ones

DIFFERENCE A business middleware that is easier to own at a lower cost easy to install, configure and activate it “just” works for Infor apps and Infor Cloud connects “non-infor” apps as well business process monitoring on-demand runs your business workflows can store data in a secure vault acts “at the right time, right place, right moment”

Infor ION Overview Infor ION is a platform that enables application integration and business process management Message delivery infrastructure Business Object Document sending from Masterpiece to other applications and processes Business Process Modeling Event Management (alerts, emails, etc.) Workflows Includes intuitive ION Management user interface Uses Infor Federation Services for security and user management

Infor ION Overview (cont) ION Features:

ION Connect Provides Connectivity between Integrating Systems Message Delivery (BODs) Connection Points Connecting Systems define database with Inbox and OutBox Connecting Systems define which Message types (BODs) are supported Document Flows Using Connection Points… define send and receive patterns ION Desk provides UI for ION Connect

ION Desk – Routing Modeler

ION Workflow Manage Complex Business Processes Task Flow Approval Flows Notifications Activation Policies for starting Workflows Engine examines Message Content for Activation determination ION Activity Deck provides UI for Users ION Desk provides administrative UI

ION Workflow

Sample Workflows and Activation Policies AP Approval samples Using different workflow features Drillbacks are configurable with Workflow Can add drillbacks to different work units Activity Deck provides good User Interface ION Desk tooling makes configuring Workflows very intuitive

ION Event Management Monitors Business Rules Alert Users when rules are met…..not met…..or are violated Engine examines Message Content ION Activity Deck provides UI for Users ION Desk provides administrative UI

Sample Event Management Monitors GL, AP and AR samples Monitor BODs for certain conditions Send Alert and email based on meeting conditions Optional drillback to Masterpiece UI for certain types of records ION Desk tooling enables easy creation and modification of Event Management Monitors Email can be sent to users within and outside of an organization (vendors, customers or colleagues)

Masterpiece ION Adoption To get you started with your Masterpiece implementation, the following business events have been delivered as sample events that can be imported into ION Desk. Account balance updated outside of a current period. Period activity is outside of a specified threshold. Supplier uses payment method of “cheque”. Payable invoice is paid prior to its due date. Payable invoice over specified amount is paid. Payable invoice has a status of ‘Hold.’ Payable invoice remains unapproved after ‘X’ days. Payable goes from Approved to Cancelled within one day. Payable has been paid with amount over one million dollars. Payable has a discount not taken over a certain amount.

Masterpiece ION Adoption Receivable payment is late. Receivable is in dispute or a write-off. And to get you started with your Masterpiece and ION Workflow implementation, the following workflow has been delivered in two separate ways as two samples that can be imported into ION Desk. AP Voucher Approval What additional Events would be valid for SAG? Email me any suggestions and I may have these included in the standard delivered pack

Masterpiece ION Adoption A BOD wizard will be created and maintained by the ION Factory which will be the central repository which will house information on: BODs which have already been developed and therefore are generally available BODs which have been funded by development and are in the process of being developed Whether the application subject to the to/from has been ION enabled (prerequisite)

Masterpiece ION Application Support Panels New list of utilities under Application Support

ION to Masterpiece Drillback Configuration The xml files define drillbacks between ION and Masterpiece From Event Management alerts From Workflow tasks and notifications Within Masterpiece UI mapping views to work units Supplied as part of Exporter installation Drillbacks are enabled when both Activity Deck and Masterpiece are running inside Infor Workspace

Masterpiece– Available Now

Infor Workspace for Masterpiece 4.0 Infor Blue 2.0 Single sign-on Context sensitivity Embedded KPIs Embedded apps Social media integration Available Now

Completed Technical Updates CICS 4.2 DB2 10 MS SQL Server 2008 R2 for MP 2.0 Datacom 12 zOS 1.13 ION Integration to Enable Workflow and Event Management Accounts Payable Accounts Receivable General Ledger AIX 6.1 Support Available Now Available Now

Masterpiece Roadmap In Process We have 3 levels of activity on our Roadmap: In Process = Infor Development is currently working on this item Planned = Infor Development has the requirements and resources scheduled for this item Proposed = Infor Development is researching requirements to determine required resources and timing In Process https://usdawrds1.infor.com/SitePages/InforSuite.aspx

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. Neither Infor nor Lawson is committing to develop or deliver any specified enhancement, upgrade, product, service, or functionality, even if such is described herein. Many factors can affect Infor or Lawson’s product development plans and the nature, content, and timing of future product releases, all of which remain in the sole discretion of Infor or Lawson. This presentation, in whole or in part, may not be incorporated into any agreement. Infor and Lawson expressly disclaim any liability with respect to this presentation.

Masterpiece Series Roadmap Technical updates Regulatory updates 1-2-3 Enhancements New support agents Masterpiece 4.01 Technical updates Regulatory updates 1-2-3 Enhancements 2012 2013 Infor Workspace Updated GUI Embedded KPIs Embedded apps Integrated to social media Infor ION Integration Publish Financial BODs ION Workflow & Event Management Infor ION Integration Subscribe to BODS ION integration to CPM -

In Process ION Integration to Enable Workflow and Event Management Purchasing – Planned for April 2013 Infor Expense Management Infor Enterprise Asset Management Development of new User Interface – UX 3.0

Masterpiece Workspace & ION Adoption DEMO & QUESTIONS https://usdawrds1.infor.com/SitePages/InforSuite.aspx