Anaplan User Group 9192018 Mike Mueller Anaplan Platform

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Anaplan User Group 9/19/2018 Mike Mueller Anaplan Platform Owner PUBLIC Copyright © 2018 Rockwell

Anaplan User Group 9/19/2018 Mike Mueller Anaplan Platform Owner PUBLIC Copyright © 2018 Rockwell Automation, Inc. All Rights Reserved.

Rockwell Automation at a Glance $6. 3 B FISCAL 2017 SALES 80+ 22, 000

Rockwell Automation at a Glance $6. 3 B FISCAL 2017 SALES 80+ 22, 000 COUNTRIES EMPLOYEES WORLD’S LARGEST COMPANY DEDICATED TO INDUSTRIAL AUTOMATION AND INFORMATION for a broad AUTOMATION range SOLUTIONS of industries SERVIN G CUSTOMERS 114 YRS FOR ABOVE-MARKET GROWTH | PRODUCTIVITY | INTELLECTUAL CAPITAL PUBLIC § Innovation § Domain expertise § Culture of integrity & corporate responsibility VALUE CREATION Copyright © 2018 Rockwell Automation, Inc. All Rights Reserved. 2

PROCESS SFA Program Overview EXPECTATIONS Know Your Market Know Your Team Know Your Accounts

PROCESS SFA Program Overview EXPECTATIONS Know Your Market Know Your Team Know Your Accounts Plan for Growth (Share & $) Implement Plan and Drive Accountability Build and Manage a Healthy Funnel Drive Opportunities to Closure Evaluate Performance to Goal ACCT. MANAGER SALES MANAGER TERRITORY MANAGEMENT APPLICATIONS GOAL SETTING ACCOUNT & CONTACT MANAGEMENT ACCOUNT PLANNING LEAD MGMT. SALES PLANNING OPPORTUNITY MGMT. FORECASTING PERFORMANCE MANAGEMENT SALES COMMUNICATION AND COLLABORATION LEARNING & DEVELOPMENT PUBLIC Copyright © 2018 Rockwell Automation, Inc. All Rights Reserved. 3

Initial Anaplan Implementation • Global Deployment (Territory Management and Goal Setting) • North America,

Initial Anaplan Implementation • Global Deployment (Territory Management and Goal Setting) • North America, Latin America, Europe, Asia Pacific • Approx. 300 Sales Managers as Users • Approx. 4600 Territories Maintained and Over 10, 000 goals set per year Support Structure • • • Anaplan Platform Leader 1 Model Builders (hiring additional) 1 Project Manager 3 SMEs (Territory Management, Sales Incentive Goals, Sales Process Goals) 4 RPOCs (Regional Point of Contact) 2 Data Technicians

Our Anaplan Objective Main Objective: § One contemporary and collaborative application used globally that

Our Anaplan Objective Main Objective: § One contemporary and collaborative application used globally that supports a single Territory Management and Goal Setting business process and timeline § Discover new areas where Anaplan can be used to drive operational efficiency and enable our sales team to deliver better results Allows us to: § Complete the goal setting process faster § Reduce the overhead associated with multiple systems and processes § Make faster and better Territory Management decisions § Improve the user experience for Goal Setting and Territory Management PUBLIC Copyright © 2018 Rockwell Automation, Inc. All Rights Reserved. 5

The Rockwell Journey Incentive Comp POC Sales Forecasti ng Territory Optimizatio n Territory Management

The Rockwell Journey Incentive Comp POC Sales Forecasti ng Territory Optimizatio n Territory Management & Goal Setting – North America and Latin America PUBLIC Territory Management & Goal Setting – Europe, Asia and Global Industry Group Copyright © 2018 Rockwell Automation, Inc. All Rights Reserved. 6

System Architecture DEV GSTO: Where issue resolution and new functionality is built and tested

System Architecture DEV GSTO: Where issue resolution and new functionality is built and tested PROD GSTO: Model used by Sales Managers to do Territory Management and Goal Setting Data Staging: PUBLIC Copyright © 2018 Rockwell Automation, Inc. All Rights Reserved. 7