Rockwell Automation at a glance Our strategy is

Rockwell Automation at a glance Our strategy is to bring The Connected Enterprise to life. We integrate control and information across the enterprise to help industrial companies and their people be more productive. $6. 7 B 23, 000 80+ FISCAL 2018 SALES EMPLOYEES COUNTRIES ABOVE-MARKET GROWTH | PRODUCTIVITY | INTELLECTUAL CAPITAL > VALUE CREATION INTERNAL | Copyright © 2019 Rockwell Automation, Inc. | 1

Agenda 1 Rockwell Anaplan Current State 2 Rockwell Anaplan Future Roadmap 3 INTERNAL | Copyright © 2019 Rockwell Automation, Inc. | 2 Forecasting Review and Demo in New UX 4 Territory Planning Review and Demo in New UX

Indicates Current Capability Anaplan - Progress to Date (2015 – Present) Sales Planning Capacity Planning Distributor Planning Dispute Management Partner Fee / Distributor Commission Sales Crediting (NA Only) Territory and Quota for 3000+ Sellers 600+ Rockwell Users Sales Incentives Compensation Planning Sales Coverage Incentive Compensation (Account Managers) Goal Setting 400+ Distributor Partner Users (SIP, SPG, Sales Process) Contests & SPIFs for Sales Account Segmentation Accruals Forecasting (Calculating and Validating) Territory Planning Sales Role Planning (Account Package Creation and Assignments) Attainment Measures Sales KPI Analytics Deal Desk & Pricing Sales Forecasting Sales Insights (IS Only) INTERNAL | Copyright © 2019 Rockwell Automation, Inc. | 3

Indicates Current Capability Indicates Pilot Anaplan – Roadmap FY 21 Sales Planning Indicates New Functionality Overlay Capacity Planning Distributor Planning Dispute Management Partner Fees / Distributor Commission Sales Crediting (NA – FY 20) (? ? – FY 21) Territory and Quota for 3000+ Sellers 600+ Rockwell Users Sales Incentives Compensation Planning Sales Coverage Incentive Compensation (Account Managers) Goal Setting (SIP, SPG, Sales Process) 400+ Distributor Partner Users Territory Planning Territory (Account Package Management Creation, Assignments, Optimization) Contests & SPIFs for Sales Account Segmentation Accruals Forecasting (Calculating and Validating) Predictive Insights Capabilities Attainment Measures Deal Desk & Pricing Sales KPI Analytics Sales Forecasting Sales Insights INTERNAL | Copyright © 2019 Rockwell Automation, Inc. | 4

Sales Forecasting for our Information Solutions Business Global VP Email to Regional Sales Leaders Manual Input to Excel File Posted on Microsoft Teams INTERNAL | Copyright © 2019 Rockwell Automation, Inc. | 5 Previously Forecast Calculated in Excel

Sales Forecasting for our Information Solutions Business Current State Jane, A key portion of our strategic framework is enabling the transformation of our organization to software and subscriptions. In order to ensure we are maintaining progress in this space we need to provide a monthly forecast which starts with accurate and timely opportunity data from all of you in Dynamics 365. We have created a view in highlighting all of the forecast relevant opportunities you are responsible for. Please review and update by MM/DD/YYYY. For more details on this process please check our IS Forecast Guide on Seismic. Thanks for your support and happy selling. Barry Johnson View & Update Your Forecast Relevant Opportunities Automated email with clear call to action Forecast Details Updated and Stored in Dynamics 365 INTERNAL | Copyright © 2019 Rockwell Automation, Inc. | 6 Forecast Overrides done by Regional and Global Sales Leaders, Insights into Weekly Changes and quarterly Forecast Accuracy

Previously Territory Planning ? No tracking to understand who has done the work other than through email Sales Managers adjust Account Packages based on experience Classic UX INTERNAL | Copyright © 2019 Rockwell Automation, Inc. | 8

Future State Territory Planning Account Segmentation Review – One click review and validation of account segment Account Package Evaluation - Scored Account Packages based on Account Package Type Characteristics INTERNAL | Copyright © 2019 Rockwell Automation, Inc. | 9 Territory Planning Progress – Ability to track progress being made during the planning process