Intelligent ERP Birst + Infor =

Faster & Informed DecisionsMassimo Emilione

Practice Director – Products & Birst

I n t r o d u c t i o n s

T h e R i g h t T o o l f o r t h e r i g h t j o b

W h a t i s B i r s t ?

B i r s t D e m o

H o w t o I m p l e m e n t B i r s t

Q & A

Agenda

About AvaapAvaap is one of the largest management consulting and systems integration firms for organizations that rely on EHR and ERP enterprise software applications.

I n f o r a n d E p i c S p e c i f i cP r o d u c t I n n o v a t i o n s14 A v a a p C i t i z e n s400+ 2006

A v a a p B y T h e N u m b e r s

Awards & Accolades Industry Focus

Healthcare ERP and EHR

Manufacturing and Distribution

Retail

Public Sector

C o m p a n y F o u n d e d

Enterprise Experience

Legend

Years of Industry Experience

10 155

16+

Industry Membership

FOUNDATION MEMBER

Peer Review Highlights

40+Corporate Awards

G r e a t T e a m

BI

✓ Former Birst

Employees

✓ 11+ years of Birst

Experience

✓ 50+ years combined BI

Experience

Functional

✓ HR

✓ Finance

✓ Supply Chain

✓ Distribution

✓ Manufacturing

I n d u s t y a n d

a p p l i c a t i o n e x p e r t i s e

R e t a i l

M a n u f a c t u r i n g

H e a l t h c a r e

P u b l i c S e c t o r

E x p e r i e n c e d P a r t n e r

Meaningful Expertise

✓ #1 Alliance Partner

✓ Strategic focus on Infor

✓ Birst Sales & Service

Certified

✓ M3 expertise

Proven Implementations

Methodologies:

✓ Value-based Design

✓ Kimball Modeling

T a l e n t

Fa m i l yE x p e r i e n c ec u l t u r e A v a a p ’ s c u l t u r e i s p o w e r e d b y o u r p e o p l e

cul·turenounT h e a r t s a n d o t h e r m a n i f e s t a t i o n s o f h u m a n i n t e l l e c t u a l a c h i e v e m e n t r e g a r d e d c o l l e c t i v e l y .

Our “Culture Wheel” reflects the principles which drive us forward.

Agni

Vayu

Akash

Ap

Prithvi

Solutions – Services - Products

• Implementations

• Upgrades

• Business Process Analysis

• RICE Development

• ACE

• Dashboards by Value Based Design

• Infor M3

• CloudSuite Financials

• HCM/Global Human Resources

• EAM

• PLM

• Lawson

• ION

• Retail

• Birst

• Epic Installations

• Patient Portals

• Revenue Cycle Optimization

• CDI

• Affiliate Programming

• Clinical Optimization

• Physician Personalization

• Business Application Support

• System Admin

• System Monitoring

• Patch and RM

• Managed Services

End-to-end capabilities from advisory to support

I T S e r v i c e s I n f o r S o l u t i o n s E H R E x p e r i e n c e S u p p o r t E x e c u t i o n

AttachIT • Avaap Credit Card Processing for M3 • Avaap M3 API Data Engine • Avaap Tax Solution M3 • Avaap Test

Automation • IPA Analyzer • MOM Template Framework • ProviderSync • Requisition Dashboard • Security

Dashboard • v10 Scripted Installs

Avaap Products

Before We Get StartedSome Quick House Cleaning

What Department Do You Represent?

• Finance

• Human Resources

• Supply Chain

• IT

• Other

Do you know what Birst is?

• Own it

• Seen it

• Heard of it

• B-i-r-s-t

How Many of You Use the Following?

Excel spreadsheets

Access databases

Reports

Charts

KPIs/KVIs

93%

41%

85%

35%

28%0% 20% 40% 60% 80% 100%

What is the right tool for the job?Intelligent ERP using Infor Lawson + Birst

CloudSuite Reporting Options

CSF Tool V10 Equivalent Benefits Risks When to Use Typical User

DBExport Rngdbdump

LID Cmd line

▪ Export data into CSV

▪ Can tie multiple business classes

together via Excel

▪ Easier to use than ISD

▪ Can degrade performance

▪ Excel Pivoting & vlookups requires

expertise in Excel

▪ Selective extracts require expertise

in criteria syntax

▪ When List view is n/a

▪ When a full dump is needed

▪ Copying data between

environments

Export v10 – Systems Analyst

Export CSF – Business Analyst

Infor Spreadsheet

DesignerLawson Add-Ins

▪ Can pull information by business class

▪ Can filter and determine which fields

to bring in

▪ Can pull in related data from other

business classes

▪ Batch mode speeds up performance

▪ Exposes risks for inadvertent

changes

▪ Requires high knowledge of field

names & business classes

▪ ISD requires an addon to Excel

▪ Performing mass changes

▪ Review large amounts of data

from business class

Using Read Only Templates –

Core Business User

Creating Templates/Using

Change Templates –

Business Analyst

Infor Reporting

Landmark

Reporting

Report Studio

Batch Reporting

Canned Reports

▪ Prebuilt content

▪ Can be scheduled

▪ Can create distrib groups

▪ Export to pdf, excel, CSV

▪ Can build customize rpts (CSF only)

▪ Verifying completion is a manual

process

▪ Drill-back links & Customizations

require LPL experience (CSF only)

▪ Review standard reports

▪ When list view is n/a

▪ Review outcome of processes

transactions

Running – Core Business User

Customizing – System Analyst

d/EPM

IBI

App Studio

Scorecard

View Point

▪ Pre-built Standard Financial Reports

are available*

▪ Summarized data available in Cubes

*Trial Balance, Balance Sheet, Income Statement, Finance

Structure Analysis, Budget to Actuals, Project Summary

▪ Birst is go forward BI Platform

▪ dEPM & Cubes are needed due to

complex GL capabilities

▪ Requires extensive expertise

▪ Most data is summarized

▪ Using standard GL Financial

Reports

▪ When unable to build these

reports in Birst

Viewing – Core Business User

Designing – System Analyst

CloudSuite Reporting Options

CloudSuite Reporting Options

CSF Tool V10 Equivalent Benefits Risks When to Use Typical User

List Views List Views*

*Available in Smart Office &

LSF 10.0.5 +

▪ Real Time Data

▪ Can personalize, sort, & filter

fields

▪ Can Export to PDF/CSV

▪ Can drill down

▪ Easy to include pre-defined derived

fields

▪ Auditing capability on changes

▪ Can save reusable filters

▪ Easier to use than ISD

▪ Limited to only certain forms &

certain actions

▪ Exposes risks for inadvertent

changes

▪ Limited to criteria for filter on

the form

▪ Using derived field impedes

performance

▪ Can be slow

▪ Requires dumping to Excel to

perform group by

▪ Manage by exception look-

ups

▪ Quick searching

▪ Performing daily simple

transactions

▪ Reviewing Messages

▪ Not designed for full

reporting

Viewing –

Core Business User

Personalizing –

Business Analyst

Birst LBI

Reporting Services

Framework Services

Smart Notes

Scorecard

ViewPoint

▪ Make quicker decisions

▪ Faster time to value

▪ One source of the truth

▪ Easy exploration of ad-hoc data for

users

▪ Access via smart phone or web

▪ Pre-built content included

▪ Reduced IT reliance

▪ Built in ETL, Dashboard,

Reporting, & Visualization tools

▪ Requires some maintenance

▪ Requires refined skillset

▪ Adding new dimensions can

cause some rework

▪ Business Decisions need to

be made quickly

▪ Reviewing Trends

▪ Performing Analysis

▪ Seeing things as they occur

Viewing – Any User

Securing & Creating

Dashboard Content –

Business Analyst

Modeling – System Admin

CloudSuite Reporting Options

Access and Filter selective data from business classesList Views

Who are our most compliant suppliers?KPIs &

Dashboards

What products did we buy and from whom?d/EPM &

Infor Reports

Which suppliers are of high value?Blending & Discovery

Why are these suppliers of high value?Descriptive Analytics

Which suppliers will become high value?Predictive Analytics

What actions do I need to take?Prescriptive

Analytics

Val

ue

Intelligence

Ready, Set, Birst

Dump all available data into ExcelDB Export & ISD

AI Coleman

Birst

Infor Standard BI tools

DB Export/Import

Dump all available data into ExcelDB Export & ISD

• Ability to mass export/import data from business class or product line

• Typically used by technical users for syncing data between product lines

• Versions & Keys must match when syncing

• Exports can be zipped when working with large datasets

• dbexport -o identityAVAAP -C gen identity

• dbimport -i identityAVAAP -o -C gen

• dbexport -z lmghrdata.zip -C lmghr

• dbimport -z lmghrexcluded.zip -o -C lmghr

Infor Standard BI tools

Infor Spreadsheet Designer

Dump all available data into ExcelDB Export & ISD

Infor Standard BI tools

• Ability to pull data large amounts of editable data directly into Excel

• Security prevents unauthorized access of data and only accepts data changes allowed by the system

• Typically used by strong business users to modify or dump large amounts of data using Excel

List Views

Access and Filter selective data from business classesList Views

Infor Standard BI tools

• Similar to ISD, but does not require Excel

• Allows users to filter, sort, export data within the Infor application screen

• Users have ability to save re-usuable templates

• Conditional formatting allows for more interaction

• Typically used by any business users to use as exception based reporting

• Not recommended to do a full data dump.

Infor Reporting

What products did we buy and from whom?Infor Reporting

Infor Standard BI tools

• Prebuilt on demand operational reports that provide real-time data to business areas

• Reports can be scheduled and distributed

• Reports can be customized via Config Console

• Role based security enabled in reports

• Can be exported to PDF, CSV, or Excel

Infor Standard BI tools

d/EPM Financial Reports

What products did we buy and from whom?d/EPM

• Financial data has been sliced and diced into an in-memory data cube

• Standard financial reports available out of the box

• Allows access for users to explore financials and customize standard reports

• Reports can be filtered and ran on the fly

• *Trial Balance, Balance Sheet, Income Statement, Finance Structure Analysis, Budget to Actuals, Project Summary, & Project Analytics

Birst (ADR)T e c h n o l o g y

D a t a L a y e r Infor CloudSuite / Infor Applications External Sources

Business Definitions/Data Governance/Networked BIS e m a n t i c L a y e r

R e s u l t s I n

DiscoveryDashboards Mobile Reporting 3rd Party

Self-ServiceBusiness

Analytics

On the fly

data

Professional

ReportingExtendable

BirstA next-generation, cloud-based platform for networked business intelligence (BI)

V i s u a l i z a t i o n L a y e r

Birst

Who are our most compliant suppliers?KPIs &

Dashboards

The Future

AI Coleman

• A.I trained on diverse network, enterprise graph, and industry-specific data sets

• Conversational UX with chat, voice, and image recognition

• Embedded within Infor CloudSuite™ apps

• Deep domain and industry knowledge

• Get intuitive advice

What actions do I need to take?Prescriptive

Analytics

Did you have a good year last year?

• Low Turnover?

• Profitable?

• Small aging balance?

• Outstanding POs?

• Under budget?

• Contract compliance rate?

What Can't be Analyzed Can't be Improved.

Help business users make better, more valuable decisions

It’s more than just providing information or access to information

As of Feb 2018

As of Apr 2018

• Analytics deliver value by enabling better decisions

• Focus on the specific user needs

• What determines success

• Show metrics that the user can control

Common PerspectivesMost companies approach analytics with a reporting-centric mindset today, not a value-centric approach

Wall of Numbers

Detailed Reports with Filters

Dashboard DemoUsing Birst

A v a a p B i r s t D e m o

HR

✓Have we improved our

diversity in ’18?

✓What perks will decrease

turnover?

✓Any EE’s credential

expired?

AP

✓How much is due within next

30 days?

✓How many vendors are not

paid in 2018?

✓Any late invoices not

processed?

SCM

✓Which vendor has most

outstanding PO’s?

✓Which vendor deliveries the

most?

✓What POs are still late?

Implementing your BI Strategy…

When should you Implement Birst?

• With your current LSF 10

• As part of your CSF upgrade

• As part of you GHR upgrade

• We implemented CSF/GHR already but want to add Birst (Stand-alone BI Project)

Speed up Implementations with Infor Analytics (IA)

Prebuilt content is not a silver bullet

It still requires effort to set it up

There’s a good chance most content is not utilized/available and still requires custom effort

There are costs associated with the packages for S3 v10 customers

Lawson M3 Infor Data Lake

10.0.0 & 10.0.1

Uses IBI & DWD (GA)*

10.0.2 (GA) Fin & SCM only 12.0 uses DWD (GA) (ST & OP)†

11.0.1.1 (GA May 2019) 16.0 (GA Jan 2019) (MT) GA – Jan 2019

*not recommended anymore for new customers

†DWD is not recommended if customer plans to go to MT

Flow of data into Birst

Multi-Tenant*

Transport Technology

1. Landmark Replication Sets/Event Hub

2. Infor Ion

3. Birst Connect

1. 2.

3.

3.

Landmark

Server

Infor

Application

Infor Data

LakeBirst Reporting & Analytics

Infor

Application

On-Prem/ST

Birst Reporting & Analytics

Our Del iver y Model : A Remedy Tuned fo r Succ e s s

A v a a p ’ s A c c e l e r a t e d I m p l e m e n t a t i o n s

R e a l i z e I m m e d i a t e Va l u e

A g i l e D e v e l o p m e n tVa l u e - B a s e d D e s i g n

E n a b l e m e n t

D e s i g n e d a r o u n d i n d u s t r y s t a n d a r d s t o

r e d u c e p r o j e c t r i s k , d u r a t i o n a n d c o s t

Birst is…

A next-generation, cloud-based platform for networked business intelligence (BI) Making more informed and faster decisions by seeing complex data in a user friendly way

Q&AQuestions!

Massimo Emilione

Practice Director – Products & Birst

products@avaap.com

1-754-999-0650

AvaapBI@avaap.com