Infor Enterprise Performance

Management (EPM)
A fully integrated solution for planning, budgeting, forecasting,
and financial consolidation
Gain a real-time view
of your business
Performance management is a crucial success factor for virtually any business. As a series of business processes through which
an organization links strategy with operations, performance management acts as a key driver for strategic planning in today’s
uncertain business environment. Effective performance management offers valuable insight into how a company is performing
against objectives, and then helps to produce the actionable insights necessary to generate the desired business results.
Performance management can include everything from business strategy and goals to employees and their responsibilities,
systems, and technology.

While the basic principles of performance management are well-established, individual companies take various approaches to
manage their performance effectively. Many organizations still perform budgeting and planning in error-prone spreadsheet silos
that consume a significant amount of time, money, and resources on highly manual processes. Modern EPM software, however,
can help reduce errors and enable enterprise-wide collaboration with an integrated, closed-loop approach.

Infor Enterprise Performance Management® (EPM®) is such a solution. It delivers powerful features for complex business issues,
while providing a simple and intuitive user experience. Infor® EPM is available on-premises and in a multi- tenant environment
that tightly integrates with the Infor OS (Operating Service) cloud operating platform. This cloud-based performance solution
enables innovation without disruption, provides world-class security, and offers reliability without the need to divert IT resources
away from supporting a business’s strategic aims or burdening an organization with costly and never-ending upgrade cycles.
Contents

Improve visibility into Built on a modern

financial processes 4 technology architecture 10

Simplify and automate Implement a foundation

financial consolidation 5 for innovation 11

Elevate operational planning Drive informed decisions

and forecasting 6 with better insight 12

Enhance workforce budgeting Improve business performance 13

and planning 7

Leverage an unrivaled breadth

of applications 8
Improve visibility into financial processes
Infor EPM’s Budgeting & Planning module connects to your organization’s core ERP system (whether it’s an Infor CloudSuiteTM solution or third-party software)
to bring financial budgets and actuals together. The pre-built functionality implements best practices with a modern, consumer-grade user interface.

The Budgeting & Planning module supports planning of profit and loss, balance sheet, and cash-flow functionality combined with a powerful and user-friendly
modeling application as well as support for what-if scenario planning with unlimited iterations. For larger enterprises, workflow management, multiple currencies,
conversions rates, and basic or complex allocations are all supported.

Infor EPM's planning process is integrated with financial reporting

and analysis and workforce-related costs, so your organization’s
management team can gain improved visibility into all financial
processes, more accurate forecasts, better auditability, and the
power to handle whatever challenges come their way.

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Infor Enterprise Performance Management (EPM) 4

Simplify and automate financial consolidation
Infor EPM’s Financial Consolidation module enables your organization to consolidate multiple sets of books quickly and seamlessly from each of your legal
entities, process elimination entries, and generate a single set of financial statements. Financial Consolidation is fully integrated with Infor ERPs and can help
simplify and automate the tasks associated with consolidation, allowing you to spend more time on financial reporting and analysis.

Infor EPM's powerful capabilities enable collecting, consolidating,

and reporting accurate data from operating units worldwide, while
quickly delivering financial results to senior management. You can
improve data accuracy, avoid closing delays, improve auditability,
comply with regulations, and close books quickly and confidently.

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Infor Enterprise Performance Management (EPM) 5

Elevate operational planning and forecasting
Infor EPM’s integrated sales forecast and sales operational planning capabilities bring together your organization’s finance department and front-line
operations teams. You can get detailed information from your sales organizations whenever you need it, significantly reduce the time it takes to prepare
forecasts, and predict future performance more accurately.

Forecasting is tightly integrated with spreadsheets, budgeting, and ERP systems. It supports flexible rules for discounts and driver-based calculations,
with what-if scenario planning, statistical forecasting, and artificial intelligence (AI) components that provide predictions and analysis of existing trends.

Infor Integrated Business Planning (IBP) is built on the same

platform as EPM and provides organizations with advanced supply
demand planning capabilities to provide an overview
of demand and supply and connect the strategic plan with an
organization’s operational capabilities. It enables you to create
a more agile business process, so you can master globalization
of the supply chain—as well as improve cross-functional planning,
collaboration, promotions management—and establish more
flexible responsiveness to fluctuations in demand. By leveraging
advanced statistical forecasting and machine learning, you can
enable or enhance demand sensing and generate more accurate
predictions from existing trends.

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Infor Enterprise Performance Management (EPM) 6

Enhance workforce budgeting and planning
Your people are one of your organization's most important resources. It's essential that the costs associated with human resources be fully integrated
into EPM processes. Infor EPM enables the capture of detailed headcount requirements, models salary and benefits adjustments, can account for vacancies,
and can assess needs for headcount optimization. You can perform detailed analyses of workforce-related costs, budget for positions, and employees linked
to salary tables; as well as forecast future costs.

Infor EPM’s ability to integrate with existing human capital

management (HCM) systems means the solution can perform
cost allocation across departments, projects, and funds. Intuitive
reporting can be leveraged to create a detailed view of salary, pay,
or benefit costs.

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Infor Enterprise Performance Management (EPM) 7

Leverage an Financial planning, budgeting, Workforce budgeting and planning

unrivaled
and forecasting Build position/employee-based
Create budgets and plans, forecasts, budgets and plan employee counts

breadth of
and operational and strategic plans

applications
Infor EPM is a modern, mobile-enabled, financial
performance management and business intelligence
platform that provides a complete range of integrated Sales planning Capital expenses planning
enterprise performance management capabilities that Form sales plans with analysis Manage capital with documentation
lets you report with confidence, measure past and current of existing trends and packages, an overview of statuses,
performance, and forecast future activities. Infor EPM can team collaboration and approvals
be tightly integrated into all of an organization’s
enterprise data sources via the Infor OS data fabric;
and can leverage additional advanced industry analytics
capabilities with Infor Birst®.

In addition to the use cases discussed, Infor EPM also

offers the following capabilities:

Financial consolidation Financial reporting

Manage complex ownership Utilize formatted standard reporting
structures, multiple currencies, and flexible self-service reporting
and intercompany transactions

Infor Enterprise Performance Management (EPM) 8

Sales and operational planning
Fill the gap between operational planning and yearly/strategic planning

Supply-demand planning
Use the power of AI and machine learning to plan supply and demand

Projects forecasting
Produce various scenarios for project forecasts and analyze the execution

Risk management
Conduct project, campaigns, or business-risk management with reaction plans, action workflows,
and analysis of different versions and scenarios

Strategy management
Evolve your company strategy by connecting strategy with activities, measures, and metrics

Infor Enterprise Performance Management (EPM) 9

Build on a modern technology architecture
Infor EPM benefits from more than 30 years of development and innovation. With browser-based dashboards and mobile devices, users can access reports
The platform has recently been completely reengineered to use a modern and perform planning wherever they are. Native integration with Excel allows
services-based architecture that meets the needs of today’s modern cloud you to use Excel’s latest features, such as dynamic array—where users can import
applications. This modernization also benefits those organizations that choose Infor EPM data to their spreadsheets and use Excel to change the model and create
to run Infor EPM on-premises. powerful applications in an Excel-like designer. Infor EPM’s in-memory analytical
and planning model ensures that the model is immediately recalculated as soon
as changes are made.

Infor Enterprise Performance Management (EPM) 10

Implement a foundation for innovation
Infor OS is a cloud operating platform that seamlessly connects services to provide a Infor ION® and the Infor ION API gateways serve as a data hub for Infor EPM.
robust technology framework that serves as the foundation of innovation for the entire They are an essential part of Infor’s cloud strategy—making data easy to integrate
business ecosystem—and is provided to all cloud and on-premises customers of Infor with on-premises, hybrid, and cloud data sources with Infor EPM.
EPM. Using Infor OS means you can implement faster and benefit from all the
For multi-tenant, cloud Infor EPM customers, the Infor OS data fabric provides a single
technology stack innovations.
source of trusted data for the enterprise through data lake integration with Infor and
Infor OS integration provides a seamless user experience across all Infor applications third-party data sources, as well as utilizing the Infor Coleman® Digital Assistant for
and ERP solutions—including the ability to create personalized Homepages. AI-powered interactions.

Infor Enterprise Performance Management (EPM) 11

 Decisions in context Predictive analytics
Make decisions in the context of Use predictive analytics and
business plans collaboratively across powerful forecasting capabilities
teams, rather than manually to drive strategic, tactical,

Drive informed referencing reports in silos and operational decisions

decisions with
better insight
Insights on the go Extensible prepackaged content
Gain unprecedented insight into your business Give users insight into the business, Implement planning tools with
with an integrated suite of applications for planning, wherever they are—whether they’re prepackaged, industry-specific
consolidation, and analysis—combined with compliance visiting customers or working on the content that can be extended to meet
tools—all connected to your underlying systems. manufacturing floor your unique business requirements

Better investment decisions Proactive monitoring

Drive better investment decisions Pair with Infor GRC to automatically
across the business by better monitor systems for security
understanding the impact of plans breaches, segregation of duties
before developing budgets violations, or fraud

Infor Enterprise Performance Management (EPM) 12

Improve business
performance
Yesterday’s strategies and practices won’t always provide a clear path to solving today's disruptive and
complex challenges. If your organization is like most, you want to improve productivity. Infor Enterprise
Performance Management (EPM) is innovative enterprise performance management software that can
help you. Infor EPM delivers greater insight, so that you can make more informed financial decisions
across your enterprise. When combined with Infor Birst for advanced analytics and the Infor OS data
fabric for governed and trusted data management and API integration, Infor EPM provides a genuinely
unique business management platform.

Infor EPM provides your organization with the agile business and financial performance management
capabilities you need to thrive in today's challenging market conditions

LEARN MORE

Infor Enterprise Performance Management (EPM) 13

 l t f y b infor.com

About Infor
Infor is a global leader in business cloud software specialized by industry. Over 65,000 organizations in more than 175 countries rely on Infor’s 17,000 employees to help achieve their business goals. Visit www.infor.com.

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