Infor d/EPM Roadmap

August 2019
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Disclaimer
This document reflects the direction Infor may take with regard to the
specific product(s) described in this document, all of which is subject to
change by Infor in its sole discretion, with or without notice to you. This
document is not a commitment to you in any way and you should not rely on
this document or any of its content in making any decision. Infor is not
committing to develop or deliver any specified enhancement, upgrade,
product or functionality, even if such is described in this document. Infor is in
no way committing to the development or delivery of any specified
enhancement, upgrade, product or functionality.

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Agenda

01 History and summary

of Infor d/EPM

02 Infor d/EPM News and

Roadmap

03 Support and
Communities

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SECTION 01

History and overview

of Infor d/EPM

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 What is d/EPM?
Infor Dynamic Enterprise Performance Management
Combines modern intelligent business tools and financial performance
management capabilities into one EPM software solution. d/EPM
enables you to consistently report with confidence, measure past and
current performance, and forecast future activities.
Infor d/EPM is delivered in a fully enabled, cloud environment,
integrated with the Infor OS suite.

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6
 Infor d/EPM

Different Processes - Different Needs

Outlook Period Close

Yearly Budget Target Flash

Multi-Year Plan
Sales Plan Quarterly Update Operational Plan
Rolling Forecast

Different Different Different Different

Time Horizon Levels of Detail Reporting Needs Audience/Participants

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 Infor d/EPM

Infor d/EPM facts

4,500+ 1000+ Platform
customers worldwide communities On-Premise & Cloud
members

80 20 30+ years
countries languages in EPM Market

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 Infor d/EPM

History and milestones

Infor BI on classic Classic and Infor d/EPM Services

architecture Services Architecture
Architecture

1988 2006 2011 2012 2014 2015 2017 2018 2019

MIS AG founded as one 10.4 Infor CPM + Infor d/EPM Budgeting, MT Cloud for d/EPM 12.0.3 – GA Version 12.0.6 – GA
of the first BI companies Infor BI Consolidation and Strategy Platform of new d/EPM MT Version of
in Europe Management Platform Infor d/EPM
Infor purchases MIS 10.5 New Web UI - 11.0 First version of 12.0.2 - Single
– Infor PM10 Dashboards Services Architecture platform for Cloud and
On-Premise

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 Infor d/EPM

Vision statement
• Infor Dynamic Enterprise Performance Management or Infor d/EPM,
provides best-in-class, financial performance management suite.

• Infor d/EPM includes robust performance management solutions together

with rich business analytic capabilities.

• Infor will deliver the Infor d/EPM suite in a fully enabled, cloud
environment, integrated with the Infor OS suite.

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 Infor d/EPM

Budgeting & Planning Workforce Budgeting Financial Consolidation Workforce Planning

Create budgets and plans, short Create position / employee based Consolidate company books with Determine the optimal headcount
term, long term, bottom up, top budgets for salaries, employer currency conversions; eliminate – FTE for Indirect and Direct
down using a workbook paradigm. taxes and other employer based inter-company revenues and Labor taking into account drivers
benefits. expenses. and forecasts.

Infrastructure Connect, load, In-Memory Customization

Meta data configure Read-Write Excel, web, processes
 Infor d/EPM

Rich functionality
Budgeting & Planning Workforce Budgeting
Create budgets and plans, short Create position / employee based
term, long term, bottom up, top budgets for salaries, employer
down using a workbook paradigm. taxes and other employer based
benefits.
Financial Consolidation
Consolidate company books with
currency conversions; eliminate
inter-company revenues and
expenses.
Workforce Planning
Determine the optimal headcount
– FTE for Indirect and Direct
Labor taking into account drivers
and forecasts.

Infrastructure
Meta data Flexibility
Connect, load,
configure
In-Memory
Read-Write
Customization
Excel, web, processes
 Infor d/EPM Applications

Budgeting & Planning Workforce Budgeting Financial Consolidation Workforce Planning

Create budgets and plans, short Create position / employee based Consolidate company books with Determine the optimal headcount
term, long term, bottom up, top budgets for salaries, employer currency conversions; eliminate – FTE for Indirect and Direct
down using a workbook paradigm. taxes and other employer based inter-company revenues and Labor taking into account drivers
benefits. expenses. and forecasts.

Infrastructure Connect, load, In-Memory Customization

Meta data configure Read-Write Excel, web, processes

Infor d/EPM Platform

 Enterprise Performance Management with Infor d/EPM

Infor d/EPM Architecture

Infor Ming.le™ Excel Integration Mobile accessibility

Pre-packaged Modules Custom models

Budgeting & Planning Workforce Budgeting Capital Planning Custom Budgeting and Planning

Demand planning, marketing,

Financial Consolidation Workforce Planning Strategy Management project management, workforce,
funds, assets, etc

Modeling
Infor d/EPM Platform
Services

Infor Applications External Sources

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 Infor d/EPM

Differentiators

Mature product with rich functionality

Clean and modern UI

In-memory data platform optimized for performance management

Extensibility

Data integrations

Infor OS Integration

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 Infor d/EPM Differentiators

Budgeting & Planning

Pre-delivered Custom Advanced

Business cycle control
Workflow management
Multi-currency
Allocation
Forecasting and rolling forecasts
Complete custom model creation Application Engine process
development
Sub-plans for increased granularity
Integrate statistical capabilities
Integrate sub-plans to finance core
Part of complete Infor OS solution
Data driven customized models
On-premise and cloud options

Decision packages for initiatives

Unlimited versions

P&L, balance sheet, cash flow

Data integration

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 Infor d/EPM Differentiators

Workforce Budgeting
Pre-delivered Custom Advanced

Integrate HR data Complete custom model creation Application Engine processes

Calculate wages and benefits Data driven customized models Roll summary to financial accounts

What-if scenario planning On-premise and cloud options

Budget for vacant positions

Support fiscal and calendar setup

Step and grade including

progression rules

Budget at position or employee

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 Infor d/EPM Differentiators

Workforce Planning
Pre-delivered Custom Advanced

Optimize headcount vs. dollars Expand with custom models Create custom models

Integrate with HR data
Forecast required FTE
Direct and indirect labor
Integrate results with financial On-premise and cloud options
budget
Expand reporting and dashboards

Account for seasonality

Account for economic trends

Determine efficiency and utilization

metrics

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 Infor d/EPM differentiators

Clean and modern UI

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 Infor d/EPM differentiators
Extensibility
Reports and data entry
Embedded reporting and
custom data entry sheets to
make the product fit all
customer needs
Excel, web, mobile
Custom Workflow Custom Budgeting Non-financial Models
Adjust the workflow in a Custom modules - subplans Demand planning, marketing
flexible way or create integrated into d/EPM or fully campaigns, project management,
completely custom workflows custom applications workforce management, funds
and approval processes managements …
Reports, screens, In-Memory Data manipulation, machine
application logic Read-Write learning processes
Infor d/EPM Platform
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 THE INTELLIGENT CLOUD PLATFORM FOR THE
INFOR CLOUDSUITE AND DIGITAL TRANSFORMATION

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Infor d/EPM differentiators

AUGMENTS SAAS and IAAS WITH COMMON SHARED SERVICES

USER EXPERIENCE INTEGRATION SECURITY DATA MANAGEMENT

Portal Process Integration Single Sign-on Data Lake

In-context Activity Monitoring Users / Roles Graph
Homepages Workflow Groups Data Catalogue
Search API Gateway Auditing / Monitoring Data Services APIs
Chat Orchestration Governance Risk & Data Pipelines
Documents (IDM) Mapping Compliance (GRC) Archiving
Mobile (GO) Insights

APP. DEVELOPMENT COLEMAN A.I. IoT L10N

Dev Framework Digital Assistant IoT Portal e-Auditing

Composite Apps Automated Skills Connectors Tax Reporting
Soho UX Library Contextual AI Embedded EAM Banking
Reports Image Recognition Analytics Statutory Reporting
Extensibility AI Platform Trade Stats Reporting
Robotic Process Automation e-Invoicing
(RPA)

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SECTION 02

News and Roadmap

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 Infor d/EPM Roadmap

Main focus for version 12

SIMPLICITY EXCEL FREEDOM INTEGRATIONS

New administration tools – simpler, Support of windows, web, MacOS Standard integration points with
faster and more functional. and mobile versions of MS Excel. Infor products and more options with
Integration with d/EPM web. 3rd party solutions.

CLOUD PERFORMANCE INFOR OS

Support of ST, MT clouds and Performance, cloud architecture and Integration with Infor OS – Single
having On-Premise alternative with full safety with your data in the cloud Sign-On, Coleman, Data Lake
same architecture. integration.

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 Infor d/EPM Roadmap

d/EPM Platform Architecture

Infor BI 11 Infor d/EPM Platform 12
Infor Ming.le™ Office + Mobile Infor Ming.le™ Excel Integration Mobile

Dashboards Application Studio Dashboards Office Integration

Service WebServices Service Service

Application Application Application Admin

Application Service
Engine Studio Engine
Repository

Studio
Processes Service Service
Config

Core Services
Service
OLAP OLAP
Server Service Log
Service

Data Data Modeling Data Repository

Modeling Connections Service Connections Service

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 Infor d/EPM Roadmap

Roadmap themes

• Infor d/EPM Prepackaged Applications – Multi-Tenant cloud and improvements

– Financial Planning
– Workforce Budgeting
– Financial Consolidation
– Workforce Planning
• Data acquisition for cloud and web based modeling
• New Infor d/EPM Excel Integration with Microsoft Dynamic Array functions
• Infor OS Integration – Coleman A.I. and Coleman Digital Assistant
• Continued functionality improvements & enhancements
• Simplification of migration to v.12

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 Infor d/EPM Roadmap
Infor d/EPM Roadmap
June’19
12.0.5
• MT d/EPM Applications - CA
• Budgeting & Planning
• MT Custom Budgeting
• OLAP Modeling and Business
Modeling
• Automated user management
• Relational mappings in
Administration
August’19
12.0.6
• MT d/EPM Applications - GA
• Budgeting & Planning
• Workflow Overview report
• Custom sub-plans integration
• OLAP Modeling
• Import/Export
• Mappings management
• Data Lake Integration
• Application Engine
• OLAP Modeling
• Business Modeling
• Integrations
• Coleman D.A. Integration
• Infor d/EPM ION API support
• CSF Integration with MT
d/EPM Applications
• New OLAP Service
management
November’19 January-June’20
12.0.7 2020 H1
• Infor d/EPM Applications • Infor d/EPM Applications
• Workforce Budgeting in MT • Financial Consolidation
• Workforce Budgeting for larger • Activity based configuration
organizations
• Excel Integration
• Excel Integration GA
• Excel Online support
• Writeback and splashing
• Ad-Hoc reports
• Integration with Self-Service
• Office Plus reports migration
• Mac Support assistant
• Application Studio • Application Studio
• d/EPM Application migration • New chart features for
from v.11 to v.12 on-premise Application Studio
• Application Studio • Slices Improvements
Dependency Analyzer • Hide Rows/Columns
depending on their values
• Web-Extensions printing
• Coleman A.I. support
• Integrations
• M3 Integration with MT d/EPM • Integrations
Applications • LN Integration with MT d/EPM
Applications
• HCM Integration with MT
d/EPM Applications
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2020+
2020-2021
• Infor d/EPM Applications
• New Financial Consolidation
Improvements
• Configuration improvements
• Enterprise scale
• MS Office Integration
• Excel Integration with web
applications
• Word - PowerPoint Integration
• Application Studio
improvements for scripts
replacements
• Artificial Intelligence
• CFO workplace
• Dynamic workplaces
• Predictive planning and
forecasting
• Integrations
• STS Certification
• Integration with BI solutions
• Infor CPM migration to Infor
d/EPM
 Infor d/EPM Roadmap
Infor d/EPM Roadmap – Migration to V12
June’19
12.0.5
• MT d/EPM Applications - CA
• Budgeting & Planning
• MT Custom Budgeting
• OLAP Modeling and Business
Modeling
• Automated user management
• Relational mappings in
Administration
August’19
12.0.6
• MT d/EPM Applications - GA
• Budgeting & Planning
• Workflow Overview report
• Custom sub-plans integration
• OLAP Modeling
• Import/Export
• Mappings management
• Data Lake Integration
• Application Engine
• OLAP Modeling
• Business Modeling
• Integrations
• Coleman D.A. Integration
• Infor d/EPM ION API support
• CSF Integration with MT
d/EPM Applications
• New OLAP Service
management
November’19 January-June’20
12.0.7 2020 H1
• Infor d/EPM Applications • Infor d/EPM Applications
• Workforce Budgeting in MT • Financial Consolidation
• Workforce Budgeting for larger • Activity based configuration
organizations
• Excel Integration
• Excel Integration GA
• Excel Online support
• Writeback and splashing
• Ad-Hoc reports
• Integration with Self-Service
• Office Plus reports migration
• Mac Support assistant
• Application Studio • Application Studio
• d/EPM Application migration • New chart features for
from v.11 to v.12 on-premise Application Studio
• Application Studio • Slices Improvements
Dependency Analyzer • Hide Rows/Columns
depending on their values
• Web-Extensions printing
• Coleman A.I. support
• Integrations
• M3 Integration with MT d/EPM • Integrations
Applications • LN Integration with MT d/EPM
Applications
• HCM Integration with MT
d/EPM Applications
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2020+
2020-2021
• Infor d/EPM Applications
• New Financial Consolidation
Improvements
• Configuration improvements
• Enterprise scale
• MS Office Integration
• Excel Integration with web
applications
• Word - PowerPoint Integration
• Application Studio
improvements for scripts
replacements
• Artificial Intelligence
• CFO workplace
• Dynamic workplaces
• Predictive planning and
forecasting
• Integrations
• STS Certification
• Integration with BI solutions
• Infor CPM migration to Infor
d/EPM
 Infor d/EPM V12

Updated home page

New i mpr ove d home pa ge

• Sna ps hot of t a s k s

• Ta s k t i mel i ne / st at us

• I nt e r a c t i v e me nu

• Fa v or i t e s

• Res pons i v e – HTML5

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 Infor d/EPM V12

Task listing

Tas k l i s t f i l t er i ng

• By s t a t us

• By due da t e

• Uns ubmi t t ed

• Gr oup / Pe r s ona l

• Ot he r modul e t a s k s

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 Infor d/EPM V12

Updated data entry

Dat a e nt r y upda t e s

• I mpr ov e d pe r f or ma nc e

• Upda t e d UI

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 Infor d/EPM V12

Web administration

Web admi ni s t r a t i on

• Se r v i c e s

• Use r pe r mi s s i ons

• OLAP da t a ba s e s

• Acc e s s l ogs

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 Infor d/EPM V12

Web administration

Web admi ni s t r a t i on

• Bus i ne s s Mode l i ng

• OLAP Mode l i ng

• Rel a t i ona l Ma ppi ngs

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 Infor d/EPM Roadmap

12.0.2 features and enhancements

Olap Server Self-Service Administration
• Cell format driven by other than Measure • Expand / collapse hierarchies in ad-hoc • Olap Server Administration
dimension • Flexible drill-down on chart click • Application Settings for dashboard and report
• Olap content in upgrade packages • Detail reports catalogs
• Client library for replacing the native API • Locking • Deployment – unified Farm Expert
• Error logging for BV CE integration • UI Enhancements
Mobile
• Locking improvements • Modeling
• Stories on (iOS)
Framework • Browse meta data structures
• Edit content connections
• Application Studio and Application Engine editor • Delete objects
• Handoff & UI Pasteboard support
cloud clients • Create rules
• 3D touch for dashboards
• Passive mode of authentication Application Studio
• MDM app settings on Android
• SQL injection prevention • Global Actions (on-login, custom)
• Widgets in Favorites and Recents (iOS)
• Application Data Sources • Action temporary local variables
• Content locking Integrations
• Named ranges
• Exporting and composing BI Applications • Support new drill-back methods in Ming.le
• Syntax highlighting in formula editor
in Administration • BI Hero widget
• Reference highlighting
• Diagnostic commands for System Tenant • BI roles in IFS
• Calculated members in Slice
• Support CNG certificates • IFS on premise support
• Writeback, refresh and pop-out in
• FedRAMP • Support custom d/EPM Applications in Min.le WebExtensions
• Limit a user to a single session with the system • Oracle managed driver
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 Infor d/EPM Roadmap
12.0.3 features and enhancements
Olap Server
• Keep alive connection
• Stop long running operations
• Level based load
• DrillDownInSet function
• S3 storage for ST cloud
• LoginTrails file removal
• Better caching of sparse data
Office Integration
• Display of empty values
• UI improvements
Business Applications Administration
• Financial Planning Step configuration • Data access cube creation
upload • Application settings
• Workflow configuration upload • Log improvements
• Configure multiple organizations in
workflow
Application Studio
• Submitting data for organizations
• Calculate imported data in WFB • Row/column resizing improvements
• IFERROR function
• Improved data entry
• WB cursor direction setting per report
Application Engine
Services framework
• Protected processes
• Overwriting processes • Error reporting and scaling improvements
• Exporting processes • Keep alive
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 Infor d/EPM Roadmap

12.0.4 features and enhancements

Business Applications Application Studio
• Financial Planning Step configuration • Custom name for Select Element Dialog
download
• Workflow configuration download
• Group tasks & stay in workbook feature
Administration
• WB pay/benefit - values for different dates
• Create dimension and cube

• Distinction of data from approved

Decision Package in FTE Summary Services framework
• WFB Allocations Performance • Usage auditing
Improvements
• ION API scopes
• Performance improvements

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 Infor d/EPM Roadmap
12.0.5 features and enhancements
Business Applications
• Copy Workflow Configuration
• Buffered data entry
• Group tasks & stay in workbook feature
• Parameter driven generic data copy
process overall cycles
• New Auditor Role for Audit reports
• Strategy as optional setting in decision
packages
• Delete functionality for Workforce
Planning elements
Application Studio
• Action to enable/disable immediate
writeback
Application Engine Business Modeling
• Assign users to roles • Modeling and application configuration
• Create and delete roles • Create, edit and configure business
• Set permissions for roles objects
• Load data and structures from the
Integrations Integration DB
• Manage Integration and Staging • Import business objects from files
databases
• Edit and execute data load scripts
Administration
• Infor Data Lake connection
• Create attribute tables and attributes
• Dimension and fact Mappings and data
Dashboards load into Olap Server
• Warning for unsaved changes in • Olap DB export/import
dashboard widgets
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 Infor d/EPM: v12.0.6 What’s New
12.0.6 features and enhancements
Business Applications
• New workflow overview report
• Improvements in the commentary and
detailed data entry functionality
Administration
• Mappings administration improvements in
edit OLAP Database dashboard
• New OLAP Service Worker with improved
administration and stability
• Import and Export OLAP Cube values
to/from text file
Business Modeling Integrations
• Integration of custom sub plans into the • Enter, validate and save single or multiple
Budgeting and Planning application queries against Data Lake for OLAP objects
• Data Lake Integration in MT Cloud • Application Engine connection to Data Lake
in MT
Application Engine
• Coleman DA Integration to Infor d/EPM
• Data queries against Data Lake in MT
Cloud • Infor d/EPM functions in Infor ION API
• Coleman DA integration with Application
Engine
• New and improved functions for working
with elements and hierarchies
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SECTION 03

Support and
Communities

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 Infor d/EPM v12.0.6: Support and Communities

Support Information

Suppl e me nt a l Re s our c e s

I nf or Suppor t & Suppor t

Por t a l

I nf or Communi t i e s EPM
Use r Gr oup

Campus a nd Wi k i wi t h
Tr a i ni ngs

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 Infor d/EPM v12.0.6: Support and Communities

EPM User Group – 1000+ Members

• Benefits
– Live & WebEx meetings with news, presentations, and feedback from users like you!
– Online training videos.
– Forum with questions asked and answered.
– Sharing views to enhancements of Infor solutions.
• We welcome
– Registered users of Infor EPM products.
– CPM, Infor d/EPM, Application Studio, and related products.
– Beginners and Experienced Users.
• https://www.inforcommunities.com/p/co/ly/gid=271

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