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Infor Enterprise Asset Management (EAM) Sekhar Ogirala

Principal Business Consultat, Infor

IPN Sales / Pre Sales Workshop – 13-14 Nov 2014

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Topics

EAM Introduction

Positioning EAM

EAM competitors

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2

3

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What is Infor EAM?

4

Advanced

Integration

Assets Configuration

Infor EAM Solution Footprint

Standard

Integration

E-mail

Scada / Meters

Ms Project

GIS

Optimizer +

Upload Utility

Ms Excel

Main Assets

Tools – Fleets – IT & Communication Asets

Spare Assets

Processes

Purchasing Projects Stock

Functionalities

KPIs & Inbox

Warranties

Standard

W.O. Check Lists

Call Center

Custom Grids

Custom Tabs

Servicios

Preventivos

ION

Personnel

Qualifications

Multi-language

Multi-Org

Scheduling

Screen

Designer

Custom/ UD

Fields

WebServices

Promts

Permits

Repairable

Spares

Maintenance

Reactive Preventive Predictive Proactive

Budgets

Asset Rental Asset

Services

Asset

Inventory

Advanced Modules

Mobile Solutions Barcoding

RFID Open Cad EPAK Doc+

Calibration /

eSignature Sustainability Alerts Fleet Advanced

Reporting RPA

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Infor EAM

Asset register

Linear Assets

Asset Hierarchies

Depreciation

Locations (hierarchy)

GIS

Warranties / Claims

Fleets

Emergency WO

Corrective WO

Preventive Maintenance

Meters

Condition based

Bar Coding

Resources and Availability

Certifications

Graphical Scheduling

Automated Scheduling

Embedded Training

Health and Safety

Labor Management Wok Management Asset Management

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Serial / Lot Control

Inspection loops

Calibration

Routes

Permits

Recalls

Warehouse Management

Inventory control

Lot/serial number tracking

Issuing

Receiving

Materials Management Inspection Management

Hierarchies

Shutdown

Lock out

Costing

Bi-directional interface to MS Projects

Campaigns

Capital planning

Project Management

Infor EAM

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GL segments

Journal Vouchers

Labor transactions

Inventory transactions

Depreciation

Budgeting

Energy Consumption

Greenhouse emissions

Alert Management

Sub-metering

Carbon footprint

Energy Star

Utility Bills

Asset Sustainability Financial Integration

Sourcing

Requisitions

Purchase orders

Blanket Orders

Contracts

Approval workflows

Quotes

Procurement

Infor EAM

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Infor EAM

KPI and Dashboard

Inbox

Ad-hoc Reporting

Operational Reporting

Compliance Reporting

Audit trail

Messenger

Alerts

Call Center

Knowledgebase

Contracts

Service Level Agreements

Citizen Smartphone

Citizen Portal framework

Billing

Screen Configuration

Workflow

User-defined Screens

On-premise/Cloud

Interoperability

Multi-site

Multi Org

Multi-lingual

Flexible Call Center (Customer Care)

Reporting

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EAM Key Features..

• Integration with the back-office financials

• Tracking of all assets and sub-assets

• Creation of Asset Hierarchy, i.e. Location, Systems, functions, Assets..

• Managing Warranty, AMC, CMC, Warranty Claims, tracking spares & repair costs.

• Tracking of gate passes for equipment sent out for repairs.

• Asset transfer process

• Spares availability.

• Preventive Maintenance of assets; Reduce Equipment downtime.

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Positioning EAM

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EAM Market trends • Energy costs & emissions rising, increased regulations

• Enabling mobile workforces

• Outsourcing non-core business functions

• Mergers and acquisitions causing closer look at owned assets

• Higher attrition impacting knowledge retention

• Growth in service-oriented businesses

• Enterprise level system integration

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50% increase in warranty

cost recovery

EAM Drivers

4,900 + customers

10-15% energy savings providing

sustainability boosters

50% reductions in maintenance labor

costs and contractor costs

5% reductions in expensive

new equipment costs

20% Reduction in

maintenance materials

costs

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Business challenges we see

High asset costs

dilute margins

Lack insight into

asset health

Constantly

evolving rules

and regulations

Too much data

Too little clarity

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How Infor EAM meets this..

High asset costs

dilute margins

Lack insight into

asset health

Constantly

evolving rules

and regulations

Too much data

Too little clarity

If you changed text on prior business challenges slide, make sure to change hidden text here

Lessen risk of

compliance

related

violations

Increase

your ROA

Replace

guesswork

with facts

Pre-empt

asset

emergencies

15 Copyright © 2013. Infor. All Rights Reserved. www.infor.com

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EAM Value Drivers (Positioning)

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Predictive and condition based maintenance reduces asset failure

Increase

your ROA

“If there is a problem, it shows up easily.

We can often catch problems before they occur.”

Intelligent

Indicators

Mobile

Access

Dynamic

Inventory

Automatic

Actions

Early warnings of

asset conditions

Equips field for

immediate action

At first indication

of problem

Ensures never

short-handed

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Condition based maintenance (CBM) reduces lifecycle costs

Infor Difference

• Checklists power inspections and required follow-up

• Variances on pre-set limits generate corrective actions

• Meters time optimal maintenance

• Automated claims submissions

Increase

your ROA

Corrective

Actions

Optimal

Schedules

Quicker

Submissions

Inspections

& Follow-up

Automated

Warranties

Unlimited

Meters

Pre-Set

Limits

Integrated

Checklists

“We automated ... the complex dorm room inspection process ...

(and) the 42,000 work orders that we process yearly using Infor EAM.”

“With the EAM program we will have the tools needed to transfer from

a reactive maintenance program to a proactive maintenance program.”

Two customer quote options at bottom. Move preferred one into the white box.

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Energy & sustainability monitoring Increase

your ROA

Fully Integrated

Energy

Management

Energy Alerts

“With Infor EAM Asset Sustainability, we gained annual energy savings of $200,000 during

the first phase, and increased overall efficiency and maintenance productivity by 25%”

Energy Performance Management Sustainability Tracking & Reporting

Alerts Peer

Evaluation

Continuous

Commission

Energy Star

Integration

Performance

Forecasting

Emission

Factors

Project

Tracking

Trend

Analysis

Infor Difference: One integrated system improves awareness, action, alignment across the enterprise

+

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Mobile

Notifications

Customized

Actions

Information

Routing

Scheduled

Repairs

Real-time alerts trigger action Pre-empt

asset

emergencies

Terms

Infor Difference

• Pre-emptive repairs control emergency costs

• Sophisticated routing targets the right person

• Mobile notifications equip remote field staff

• Customized workflow tailors action to situation

Infor EAM provides timely, efficient notifications more quickly than many competitors.

Alerts are geared to customers’ most important requirements, enhancing their productivity and saving valuable time.

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Failure analytics help plan ahead Pre-empt

asset

emergencies

Infor EAM helps project asset failures in advance so repair work can be scheduled,

people assigned and parts ordered – before it becomes an emergency.

Infor Difference

• Time-based analytics prevent costly surprises

• Custom KPIs deliver right data to right person

• Exec dashboards highlight asset health and costs

• Report options ensure data quickly available

Failure

Projections

Reliability

Planning &

Analysis

User-Defined

Views

Custom

KPIs

Executive

Dashboards

“Infor EAM has allowed Pinnacle Foods to increase

operational uptime and provide visibility into our many plants.”

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ION

Workflow

Team

Collaboration

Performance

Alerts

Immediate response to performance deterioration

Pre-empt

asset

emergencies

Infor Difference

• Performance alerts trigger work order or inspections

• Team collaboration decreases resolution time

• ION Workflow ensures proper procedures which decreases resolution time

+ Performance Monitoring

+ =

“Infor EAM has allowed Pinnacle Foods to increase

operational uptime and provide visibility into our many plants.”

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Audit grade platform helps to ensure compliance

Reduce

compliance

risk

Defines approvals and

enforces processes

Workflow

Tracks changes to tasks,

materials and routes

Revision Control

Manages multiple

approval levels

E-Signatures

Logs historical records

and changes

Audit Trails

The business-specific capabilities built into Infor EAM allow us to easily meet our

customers’ quality requirements, as well as the strict regulations of the automotive

industry.”

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Limit risk with improved processes Reduce

compliance

risk

“Infor EAM’s functionality, configurability, ease of use,

and cost-effective price beat competitive products hands down.

Safety

Management

Safety

definitions

reduce risk

Inspection

Management

Inspections

auto-generate

corrective actions

21 CFR Part 11

Compliance

With secure

records &

e-signatures

Calibration

Systems

Complies with

regulatory

mandates

Approval

Workflow

Defines specific

sign-offs and

notifications

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Management of change Reduce

compliance

risk

Employee and asset health is jeopardized by lack of required sign-offs

Infor difference

• Centralized sign-off protects both employees and asset health

• Workflow and approvals are documented and repeatable

• Collaborative tools offer visibility through approval & rejection status

Centralized

sign-off

Repeatable

Processes

Collaborative

Tools

+

+

Environmental Health and Safety (EHS) Support with defined work processes, and work approval processes

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Have confidence in your decisions because they are supported by auditable data

Intelligent

Interface

KPIs

Inbox

Energy

Management

Reporting &

Analysis

Informed data-driven decisions Replace

guesswork

with facts

Infor Difference

• Historical data gives insight to

forecast capital expenditures

• Integrated energy management

monitors operations in real-time

• KPIs keep critical information at

your fingertips

• UI increases productivity with

ease of use and pushed content

Data Driven Decisions

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Management of change Replace

guesswork

with facts

Infor difference

• Centralized sign-off protects employee, asset health

• Work management defines, documents processes

• Workflow and approvals are repeatable and recorded

• EAM Mobile records asset modifications in the field

Infor EAM includes support for Environmental Health and Safety (EHS) with defined work and approval processes

Centralized

sign-off Work

Management

Workflow &

Collaboration

+

+

Mobile

Access

+

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Advanced reporting provides fully customized reports that meet your asset management needs

Comprehensive reporting system Replace

guesswork

with facts

Advanced

Reporting KPIs

Inbox

Integrated Warranty

Claims

Manual calculations and multiple systems delay reporting and accuracy

Team

Collaboration

Mobile

Access

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Transform information into actionable insights. Real time insight straight to your mobile device.

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Stay connected with

real-time alerts

Communicate, collaborate and

share information with colleagues

“Follow” key people

and objects

Easy access to all systems

Infor Ming.le makes collaboration natural and efficient.

Social business?

Essential business.

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Infor's plan was to deliver a

work experience that people

would love using, and IDC

believes Infor has done so.

SoHo looks great and

customers like it, especially

when they can make their 20-

year-old apps look and work

like modern apps.”

IDC1

“ “

Infor's products place the company among

the leaders in the enterprise asset

management (EAM) market. Consistent with

the micro-industry strategy, the Infor EAM

product has editions developed specifically

for particular applications and/or industries.

Infor appears to be successfully re-

inventing itself with a new executive

management, investors, strategy, products,

and customers.”

ARC Advisory Group2

Acknowledged by analysts

1IDC “Inforum 2013: Social and Beautiful Enterprise Applications with a Sharp Focus on Industry Verticals” Doc #241646, June 2013 2ARC Advisory Group, “Inforum 2013: Infor Delivers on Re-Inventing Itself,” Dick Slansky, May 17, 2013.

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One unified solution

From one provider

With end-to-end functionality

Wherever you need it

Easy to learn and use

Beautiful to look at

Cost effective to maintain

Only Infor

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EAM customers

Manufacturing Oil & Gas Distribution Life Sciences Food & Beverage

Need more or less columns? Select new layout from slide master

The customer logos in this slide are ONLY

to be used for 1:1 customer / prospect meetings (not large or public events)

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EAM customers

Retail Public Sector Healthcare Hospitality

Need more or less colums? Select new layout from slide master

The customer logos in this slide are ONLY

to be used for 1:1 customer / prospect meetings (not large or public events)

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EAM Competitors

35 Copyright © 2013. Infor. All Rights Reserved. www.infor.com

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Infor EAM Vs. SAP PM

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SAP PM Infor EAM

High level comparison

Strengths

Corporate Vendor of Choice (VOC)

Strong SAP partner network

Weakness

Weak product offering

Complicated implementation

Only Named user licensing

Complicated pricing model

Higher ongoing support cost

Strengths

Greater “Cost x Benefit” ratio

Ease of use

Faster implementation

Flexible licensing (Concurrent & Named)

Mobility (Native iOS, Android, BB, Windows apps

for Asset Management)

Specialized industry editions for EAM

Weakness

Branding

37 Copyright © 2013. Infor. All Rights Reserved. www.infor.com

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Infor EAM Vs. Oracle EAM

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Oracle eAM Infor EAM

High level comparison

Strengths

Corporate VOC

Upcoming completeness of solution

Flexibility in pricing

Weakness

Relatively weak acceptance among Oracle users

Complicated implementation

Named user licensing

Strengths

Greater “Cost x Benefit” ratio

Ease of use

Faster implementation

Flexible licensing (Concurrent & Named)

Mobility (Native iOS, Android, BB, Windows apps

for Asset Management)

Weakness

Branding

39 Copyright © 2013. Infor. All Rights Reserved. www.infor.com

39

Infor EAM Vs. IBM Maximo

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IBM Maximo Infor EAM

High level comparison

Strengths

Flexibility

Leader position

IBM GBS

Weakness

Complicated implementation

Named user license (Very strong LMO practice)

Complicated pricing model

Expensive service

Strengths

Greater “Cost x Benefit” ratio

Ease of use

Faster implementation

Flexible licensing (Concurrent & Named)

Mobility (Native iOS, Android, BB, Windows apps

for Asset Management)

Weakness

Branding