Annual Canadian UGM

2007 Visual User Group

Nov 21st 2007

Toronto, Ontario

Agenda

• Infor Visual Roadmap and 6.53• Shop9000 SharePoint Products

– Sharepoint Visual Collaboration Center– Sharepoint OPV– Sharepoint Quality– Reports Pro 2007

• Customer Profiles – best practices• Break out sessions

Breakout Sessions

RBC Rogers Staging

CRM becoming RMBest practices

Implementation/UpgradeManagement Reporting

Break Break Break

6.53 Deep DiveTechnology

Sharepoint Suite

MRP / Physical Count/Cycle Count

653 Lab

• Hands on Lab across from the bar

• Come play with 653

• 5:00 – 4 laptops - 15 minute sessions

• Speak to Ed at table to book the time slot

What’s New

• New Staff

• New Customers

• New Markets

• New Products, Services and Processes

New Staff

• Philip Landow – Shop9000 President

• Jane Chan – Resource Manager

• Focusing on staffing base service requirements

• Doug Kreller – Account Manager

• Focusing on base customer needs

Still going strong

• Lots of activity with new and base customers– Added

• 74 new customers in last 12 months

– Managed • Over 200 projects

Markets Served

• Now active with local support in – Montreal– Toronto– Edmonton– Calgary– Vancouver– Ottawa

David Mueller

• Visual 6.53; Personalized

Productivity Release

ExtendExtendExtending the Infor solution footprint

EvolveEvolveInnovative new solutions

EnrichEnrichEnriching existing Infor solutions

Infor Product Strategy

Enriched Infor

Solution

Enriched Infor

Solution

Infor Solution

Infor Solution

Extend EvolveEnrich

ERP

ERPInfor ERP

VISUAL

Summary

Maintain, support and advance major product lines

Industry standard SOA-enablement for increased interoperability

Increase usability through the Infor User Experience Center of Excellence

Commitment

Respond to changing business demands with new functionality

Leverage out-of-the-box best-in-class Infor solutions as well as 3rd party solutions

New role-based user experience based on well-defined personas

Extended Value

New innovative solutions for evolving business needs

Mix and match Infor and non-Infor solutions and components for continuous and non-disruptive innovation

Integrated and collaborative user experience

Drive Innovation

Customer ecosystemCustomer ecosystem

VISUAL CA

B D

Project Summary – Infor ERP VISUAL 6.5.3

EnrichEnrich

• Project: 6.5.3• Target: 1st Q 2008

– 50 + Enhancements

• Personalize• Productivity• Projects

“Version 6.5.3 is intended to allow the user to

personalize their VISUAL experience and meet many

regulatory requirements”

New Sharepoint Products

• VCC

• Quality

• OPV

• Shop Reports II

New Products

Visual E-Workshops / Seminars

New Service

• Professional Service Offering– Fixed Fee, Fixed Scope

• We recognize the need for improved products and services. We have the resources, tools and service programs to help.

• Each program is unique in its services and pricing. We have identified the need for these programs and want to respond to that need with the best possible pricing to you.

New Process

• Professional Services include:

Project Methodology– Fixed Fee– Fixed Scope

New Process

• Customer Care

Project Control.– Communication

 

 

DETAILED PROJECT HEALTH INDICATORSSUMMARY STATUS

 

Team PArticipation

 

8   Organizational Support

 

8   As Planned

Understanding

 

8   SOP Development

 

8    

On Schedule 

6   Technical Environment

 

8    

Scope Focus 

8  Homework/

Setup Progress

 

8    

 

Major Issues: 0   Parking Lot

Issues: 0   Other Issues: 0   Project

Schedule Variance: 0

  Average Schedule

Variance: +5 

   

 

Customer Profiles

• Silex

• Croven Crystals

• Filamat

• Magickwoods

International INFOR Outstanding Enterprise Solution

Lorne Gauer, President

Todd Stephens, Plant Manager

Outstanding Infor ImplementationAward Winner -

Silex specializes in the design, manufacture and supply of products for use in industrial applications leading to a quieter life. Products include industrial silencers, emission control products, insulation blankets, connectors, expansion bellows and exhaust accessories. Design performance, product quality and customer satisfaction are the basis for our success and we strive to continually improve our commitment to each one.

Why Change?

Preferred StatePreferred State

Current State

Visual Mfg Core

Visual Mfg AdvancedPhas

e I

Phase

II –

Advance

dPhase 3 – Re-inventing the Organization • For Growth• Scalable Solutions

Phase 1 - The Visual Foundation•CRM•Configurator•Quoting/Estimating•Shop Floor•Financials

The Change Model

The Opportunities• Be a Market Leader• Value Added Services• Grow the business

The Opportunities• Be a Market Leader• Value Added Services• Grow the business

Driving Force•Offshore Competition•Disconnected Systems•Managing Growth

Driving Force•Offshore Competition•Disconnected Systems•Managing Growth

Preferred State• Reduced Lead Times• Visibility – Real Time Analysis• Profitability Awareness• High User Adoption• Key Performance Indicator Tracking• Managing Change

Why Change?

Preferred StatePreferred State

Current State

Visual Mfg Core

Visual Mfg AdvancedPhas

e I

Phase

II –

Advance

dPhase 3 – Re-inventing the Organization • For Growth• Scalable Solutions

Phase 1 - The Visual Foundation•CRM•Configurator•Quoting/Estimating•Shop Floor•Financials

The Change Model

The Opportunities• Be a Market Leader• Value Added Services• Grow the business

The Opportunities• Be a Market Leader• Value Added Services• Grow the business

Driving Force•Offshore Competition•Disconnected Systems•Managing Growth

Driving Force•Offshore Competition•Disconnected Systems•Managing Growth

Preferred State• Reduced Lead Times• Visibility – Real Time Analysis• Profitability Awareness• High User Adoption• Key Performance Indicator Tracking• Managing Change

Enrich, Extend, Evolve

John Lambert, General Manager

Nash Velinovic, Plant Manager

Enrich, Extend, Evolve

Filamat Composites provides a cost-effective alternative to steel and other metal. We specialize in fiberglass tanks.

Most products made of steel or plastic can be made of fiberglass Resists destructive expansion of freezing water

Lightweight, generally 1/5 the weight of steel Exceptionally strong, can be designed to meet specific strength requirements

Can be formed into virtually any shape

Why Change?

Preferred StatePreferred State

Current State

Visual Mfg Core

Visual Mfg AdvancedPhas

e I

Phase

II –

Advance

dPhase 3 – Re-inventing the Organization • For Growth• Scalable Solutions

Phase 2 - The Visual -Scheduling- MRP- Quality- Customizations- Workflow

The Change Model

The Opportunities• Be a Market Leader• Value Added Services• Grow the business

The Opportunities• Be a Market Leader• Value Added Services• Grow the business

Driving Force•Offshore Competition•Disconnected Systems•Managing Growth

Driving Force•Offshore Competition•Disconnected Systems•Managing Growth

Preferred State• Reduced Lead Times• Visibility – Real Time Analysis• Profitability Awareness• High User Adoption• Key Performance Indicator Tracking• Managing Change

Best Phase 2

Robert Lex, Operations Manager

Siva Seevaratnam, MIS

Enrich, Extend, Evolve

MagickWoods produces bath furniture which is elegant yet functional. Our vanities are fully assembled and ready to

install when delivered, ensuring a solid quality construction which is among the most durable in the industry.

Why Change?

Preferred StatePreferred State

Current State

Visual Mfg Core

Visual Mfg AdvancedPhas

e I

Phase

II –

Advance

dPhase 3 – Re-inventing the Organization • For Growth• Scalable Solutions

Phase 2 - The Visual -Scheduling- MRP- Quality- Customizations- Workflow

The Change Model

The Opportunities• Be a Market Leader• Value Added Services• Grow the business

The Opportunities• Be a Market Leader• Value Added Services• Grow the business

Driving Force•Offshore Competition•Disconnected Systems•Managing Growth

Driving Force•Offshore Competition•Disconnected Systems•Managing Growth

Preferred State• Reduced Lead Times• Visibility – Real Time Analysis• Profitability Awareness• High User Adoption• Key Performance Indicator Tracking• Managing Change

Infor365 Online Supporthttp://www.infor365.com/login/login.aspx

• Optimize your support

• Log the on the website before you call

• If you need help let us know

What’s New

• New Staff

• New Customers

• New Markets

• New Products and Process’s

Breakout Sessions

RBC Rogers Staging

CRM becoming RMBest practices

Implementation/UpgradeManagement Reporting

Break Break Break

6.53 Deep DiveTechnology

Sharepoint Suite

MRP / Physical Count/Cycle Count