Epicor EPM Scalabruk 2009 Kolmrden Presented by Marcus

Epicor EPM Scalabruk 2009 Kolmården Presented by: Marcus Fagerdal Systems Engineer

Agenda • BI - Varför ? • Epicor EPM Performance Canvas • Epicor EPM Content Packs Epicor EMEA Customer Summit

Teknologier som kommer att ha den största inverkan på företag de närmaste 5 åren Source: Aberdeen Group, February 2008 Epicor EMEA Customer Summit

Rätt BI för varje roll i organisationen Epicor Performance Canvas Epicor EMEA Customer Summit Performance Point Services

Future Releases, Content and Dates Subject to Change Epicor Enterprise Performance Management (EPM) • • • Plug n Play Business Insight • Over 250 packaged KPIs • Epicor Performance Canvas • Epicor Cube Connect Comprehensive Decision Support Where and When You Need it • Epicor Replication Server • Role-based Dashboards • Epicor Productivity Pyramid • Epicor Mobile Advanced Analytic Applications • Budgeting, planning, forecasting, etc Epicor EMEA Customer Summit

Epicor EPM Building Blocks Epicor EMEA Customer Summit

Epicor Enterprise Performance Management (EPM) Strategic Technology and Applications Stack Management Reporter Allocations, Consolidations, Eliminations Operational and Financial Budgeting and Forecasting Sales/Demand Forecasting and Planning Governance, Risk, Compliance (GRC) Management Microsoft Office Share. Point Server with Performance. Point Services Key Performance Indicators (GEM’s) Monitoring / Analytics Ad-hoc Transactional Queries (Epicor Portal) Microsoft Office Share. Point Server Microsoft Excel Analysis Events and Notification (BPM) Scheduling and Distribution Embedded OLTP Reporting (SSRS) Embedded OLAP Reporting (SSRS) Epicor Business Glossary (Epicor Cube Connect) XML Schema (Epicor Portal) Transactional DB Applications (Epicor) Star Schema (Epicor Cube Connect) Operational Data Store (ODS) Replication Analytical DB (SSAS) ETL (SSIS) Microsoft SQL Server Epicor EMEA Customer Summit Microsoft Epicor Data Warehouse (EPM Server)

Performance Canvas Components Slicer • Gem • Canvas Epicor EMEA Customer Summit • • Data Filter UI Select Dimension Members from a Hierarchy Any dashboard display Element (Graph or Table) Gems can be shared between canvas A Complete Dashboard Constructed from Gems & Slicers

Example Sales Canvas Slicers Gem’s Epicor EMEA Customer Summit

Microsoft Share. Point Epicor Portal Epicor Performance Canvas Cube Connect i. Scala Transactional DB SQL Analytical DB SSAS Replication Cube Connect Operational Data Store Epicor EMEA Customer Summit

Mashboards Epicor EMEA Customer Summit

Scorecard • The Structure of balanced scorecard breaks down successively into: • Vision • Strategies • Tactical activities • Metrics Epicor EMEA Customer Summit

Epicor Mobile Canvas “Information To-Go” Mobile views can serached upon and accessed in word-sized graphs and drillable in a mobile browser of choice: Windows Mobile, Symbian, Black. Berry, i. Phone and others. Epicor EMEA Customer Summit

Epicor EPM Epicor EMEA Customer Summit

Epicor EPM Content Packs • Pre Built Content packs • Full visualization of your business process • Easy to deploy and customize • SQL 2005 & SQL 2008 Analysis Server Epicor EMEA Customer Summit

Financial Management Content Pack Perform trend analysis and monitoring of key financial information. • Open Accounts Payable, Open Accounts Receivable • • Cashflow Analysis suitable for operational performance monitoring Detailed historical analysis views • • Account Payable, Accounts Receivable, General Ledger Cashflow information by Currency, Customer, Chart of Accounts, Control Code/Type, GL Code, Job & Assembly, Project Epicor EMEA Customer Summit

Sales Management Content Pack Perform trend analysis and monitoring of the entire Sales Pipeline. • Campaign Pipeline Analysis • • Sales Quota Performance suitable for frequent operational performance monitoring Detailed trend analysis views • • Quotes, Orders Sales by Territory, Plant, Customer, Campaign/Event, Salesperson, Part Epicor EMEA Customer Summit

Production Management Content Pack Perform trend analysis and monitoring of production management business processes. • Quality Analysis, Plant Performance • • Open Job Analysis suitable for frequent operational performance monitoring Detailed trend analysis views • • RMA, Non-Conformance, DMR, Projects, Jobs, Materials Manufacturing Lead Time by Plant, Warehouse, Customer, Campaign/Event, Salesperson, Work Center, Part Epicor EMEA Customer Summit

Material Management Content Pack Perform analysis and monitoring of material management business processes • Purchasing, shipping • • Inventory control. Inventory On-Hand Analysis, Customer & Supplier Shipping Performance Inventory Turn suitable for frequent operational performance monitoring Detailed trend analysis views of • Inventory Transactions by Buyer & Approver, Job & Assembly, Part, Plant, Warehouse Epicor EMEA Customer Summit

EPM 2009 Presented by: Marcus Fagerdal Systems Engineer Questions? Contact: mfagerdal@epicor. com

The End. . . Epicor EMEA Customer Summit