Infor ION in the real world by merino consulting services bv

www.merinoservices.com

Merino Consulting Services BV

ION in the real World


Agenda• Welcome and Introductions

• What is Infor ION?

• Deploying ION in your Organization

• Value of ION

• Implementation Strategy

• Business Involvement

• Merino examples

• Workflows

• Alerts

• Custom built integrations

• ION Monitoring

• Closure


Introduction


Introduction

• Strategic IT Initiative of USD 190 Million per year Merino Group

• Business Consulting firm and IT Solutions Provider providing

value-added services as a Partner-2-Progress

• Specializes in Design and Implementation of Merino Business

Solutions

• Core team of business and domain experts with first hand

experience of change management and Implementation, migration,

optimization and up gradation projects

• Global Presence : North America, Asia Pacific and EMEA

• ISO 9001:2008 Certified


Merino ION Service Teams

• Merino provides ION services for Infor

• Merino ION Service Teams for

• Implementation

• Trouble shooting

• Custom Development

• Education

• Merino ION Service Teams:

• Business consultants, Application Specialists and Technical

Specialist


What is Infor ION?


Infor ION


Business and application event monitoring

and proactive alerting of exceptions.

ION EVENT MANAGEMENT

Document routing and approvals via workflows

across multiple Infor and non-Infor

applications.

ION WORKFLOW

Browser-based interface used to easily

configure and monitor all Infor ION

services.

ION DESKION CONNECT

Communication and secure sharing of

data across on-premise and cloud

applications.

ION PULSEFollow & Subscribe on-demand to application “tweets®”

Infor ION Modules


Infor ION

• Middle-Ware

• Business Process Management

• Collaboration Management

• Business Intelligence


ION in the Real World


Infor ION…

• Is a business tool

• Is not “just technology”

• Should be implemented by ‘the business’ with the help of IT

and not the other way around

• ION does not only connect applications: let ION integrates and

connect your organization




Infor Ming.le

• Changes the way you work

• Helps communication in an organization

• Makes sure people are ‘directed’ to task

• Helps people work on what is important for an organization

• Makes sure people are informed

• Alerts people in case of exceptions

• Removes ‘surprises’ and makes sure people won’t forget tasks






How ION & Ming.le changes the way you work

• Contextual intelligence

• Real Time tasks and alerts versus Reports

• Working on tasks rather than working “data” in sessions

• Share or delegate tasks with colleagues and Business Partners


Application A sends a BOD. Application B receives the BOD. An event monitor is reading the BOD condition.

Application B publishes the BOD. The monitor condition evaluates to true and sends message to user. A workflow is

kicked off. Application A receives the BOD. The monitor condition evaluates to true and sends message to user.

In an employee portal somebody enters his hours for the day. The hours are send to the ERP system. In the ERP

system the hours are registered automatically. A message is sent to the employee that his hours sheet is being

routed for approval to his manager. A workflow is kicked off and the manager approves the hours on his iPad. The

ERP is updated automatically with the approval. The employee is being informed about the approval.


Infor ION – What makes it difficult?

• You need to know what is important for you…

• You need to define what exceptions possibly could occur in

your organization and how you would like people to respond to

them…

• You need to define what needs to be shared by who and to

who…

• ION helps you to organize your business in the believe that

there is nobody else but you who can actually organize

your own business best.



ION Content Packs

• Content Packs contains examples of workflows and alerts for

Infor applications (XA, LN, Syteline, etc.)

• Content Pack Alerts and Workflows can be used for training

purposes and for reference / inspiration…


Deploying ION in your

Organization


Approach

• Implementation

• ION as Tool vs ION as Strategy

• Project

• ION implementation Project

• ION as part of ERP/Application

implementation project

• Impact on Project Planning

• ION in the Design phase

• ION in the Build phase

• ION in the Deploy phase

• Resources involved

• Business Analysts (Key Users)

• Application Key Users

• Technical resources


Implementation

• ION as Strategy

• ION is brought in to improve operational efficiency and / or to have

people in the organization work according to business rules and

processes.

OR:

• ION as tool

• ION is brought in to connect two or multiple applications

• This is what defines the implementation Strategy


Infor ION implemented as Strategy

Design Build Deploy Go-LiveInitiate

Inform and Prepare

Organization

Definition of Enterprise

Architecture

(Design and) Document Processes

Design and document ‘Actors’

(integration points)

Develop Process

documentation and training

material

Build Integration (technical)

Test Business Processes (integrated)

Inform and train

organization(s)

Build and Maintain Workflows and Alerts

Build Integration

Infor ION Implemented as Tool


Infor ION implemented as Strategy

Design Build Deploy Go-LiveInitiate

Inform and Prepare

Organization

Definition of Enterprise

Architecture

(Design and) Document Processes

Design and document ‘Actors’

(integration points)

Develop Process

documentation and training

material

Build Integration (technical)

Test Business Processes (integrated)

Inform and train

organization(s)

Definition of Goals,

objectives and

scope

Definition of User

Interface, BPM

strategy,

Technology,

Integration

methodology and

canonical data

model

Documentation and

validation of

processes (in

scope)

Document all actors

that are involved in

the processes,

these are in and

external people,

machines,

applications..

Develop the

documentation:

work instructions,

training material,

process

descriptions etc.

Development of the

integrations in ION,

the workflows and

the alerts


The Value Merino can add

• Implement ION as a strategy with your organization

• Guide you through the enterprise architecture

• Train your people

• Business Process Management

• Practical ION support and training

• Build custom integrations and custom BODs

• Monitor and guard your ION and Enterprise Solution


Demonstration


Quotation List


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Document Flow


Document Flow Details


Document Flow Mapping Details


What is XSLT mapping?


Document from DB to Mapper:


Document from Mapper to LN


Monitor