epicor iscala - product strategy - scalaepicor iscala - product strategy.pdfepicor iscala roadmap:...

Epicor iScala – Product StrategyStrategyPetra KristoficovaManager, Product MarketingManager, Product Marketing

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Safe Harbor StatementFORWARD‐LOOKING STATEMENTS: This Presentation may contain certain statements that may constitute forward‐looking statements under the Private Securities Litigation Reform Act of 1995. These forward‐looking statements may include statements regarding future product releases, future functionality, revenues, cash flows, growth prospects, installed base of customers, the launch of new products and other statements that are not historical fact. These forward‐looking statements are based on currently available competitive, financial and economic data together with

t' i d ti di f t t d b i f t thmanagement's views and assumptions regarding future events and business performance at the time the statements are made and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in the forward‐looking statements. Such risks and uncertainties include but are not limited to changes in the demand for Epicor's products; the timelyuncertainties include but are not limited to changes in the demand for Epicor s products; the timely availability and market acceptance of new products and upgrades; the impact of competitive products and pricing; the discovery of undetected software errors; changes in the financial condition of Epicor's customers; and other factors discussed in Epicor's filings with the Securitiescondition of Epicor s customers; and other factors discussed in Epicor s filings with the Securities and Exchange Commission, including Epicor’s S‐4 Registration Statement filed on January 11, 2012 and our future filings, including our quarterly reports on Form 10‐Q. As a result of these factors the business or prospects expected by Epicor as part of this announcement may not occur. Epicor undertakes no obligation to revise or update publicly any forward‐looking statements.

© 2012 Epicor Software Corporation

What are we going to talk about?

1 Epicor iScala – Overview & Product Strategy

2 Epicor iScala – Maintenance & Support

3 iScala – What’s coming

4 Epicor ICE for iScala – The next big thing

5 Extend Solutions Getting the most out of iScala5 Extend Solutions – Getting the most out of iScala

6 A Call to Action

7 Questions and Answers

Epicor Product Strategy and Vision

CONVERGECONVERGEEXTENDEXTENDPROTECTPROTECT CONVERGECONVERGEEXTENDEXTENDPROTECTPROTECT

Continued investment in

Standardization of key applications

Ongoing evolution of applications to a

and support of Epicor’s current products and solutions

and infrastructure to deliver additional value across Epicor’s current

superset product, offering best of all Epicor’s products and solutionssolutions Epicor s current

products and solutions

and solutions


Epicor Product Strategy and Vision

PROTECTPROTECTPROTECTPROTECT

Continued investment in and support of Epicor’s current products and solutionssolutions


Protecting your Investment

© 2012 Epicor Software Corporation© 2012 Epicor Software Corporation

Epicor iScala – Maintenance Development ProceduresEpicor issue regular maintenance releases (HotFix) every 2Epicor issue regular maintenance releases (HotFix) every 2 weeks

iScala 2.3 SR3 (maintenance release every 6 weeks)( y )iScala 2.3 SR2 (maintenance release every 6 weeks)iScala 2.3 SR1 (maintenance release every 6 weeks)( y )Schema changes not normally permittedLimited enhancements permittedp

Special one‐offs called FixKits available on requestSchema changes are not permittedSchema changes are not permittedEnhancements/new functionality not normally permitted


Supporting Our CustomersDelivery of numerous enhancements and Country Specific Functionality (CSF) features:

iScala 2.3 SR1 – 385 enhancements and CSF features



and counting…and counting


iScala for BrazilDelivery of support for revised legal Delivery of support for revised legal requirementsrequirements

Multiple database schema changesMultiple database schema changes

Changes to the iScala Advanced Tax Engine Changes to the iScala Advanced Tax Engine Changes to the iScala Advanced Tax Engine Changes to the iScala Advanced Tax Engine (ATE)(ATE)

Supporting our customers on their current Supporting our customers on their current Supporting our customers on their currentSupporting our customers on their currentrelease (iScala 2.3 SR2)release (iScala 2.3 SR2)

Pilot project for Epicor iScala DevelopmentPilot project for Epicor iScala DevelopmentPilot project for Epicor iScala DevelopmentPilot project for Epicor iScala Development

New development methodologyNew development methodology

New way of working with customers to improveNew way of working with customers to improveNew way of working with customers to improve New way of working with customers to improve delivery delivery


Global TrendsGlobal TrendsIncreased electronic audit and traceability Increased electronic audit and traceability requirementsrequirements

Movement to electronic submission of reports

Certify/authorize business documents & transactions

Tougher security and compliance regimes require tighter controls

ERP certification and approval is more ERP certification and approval is more common in around the worldcommon in around the world

Adoption of regional standards in banking Adoption of regional standards in banking such as SEPA in Europesuch as SEPA in Europe


New Development Methodologies

Introduction of SCRUM

Agile developmentAgile development

Focus on:

I t ti ith t &Interaction with customers & partners

Shorter development projectsShorter development projects

“Story” development

Proto‐types & concept reviews

Dynamic teams to better utilize our resources

Better service for our


customers

Epicor Development Process – Scrum framework


What Next?

Epicor iScala: What Next?

A new dawn for iScala…


iScala…

Epicor iScala Roadmap: November 2012Future Releases, Release Content and Dates Subject to Change

Epicor EPM Performance Canvas

• 4 x New Content Packs

Epicor AFR 9.05.701A

Epicor Mobile Field Service

iScala NEXT• Platform Enhancements• Performance

Epicor ICE 3.0 for iScala• Phase II Content• Service Cycle

• Sales. Fin. Mfg. & Inv.

iScala 2.3 SR2 Brazil SP 1

9.05• Service Order Entry via Handheld

• Customer Requests

Improvements• UI Improvements• Localisations & CSFs• Customer Requests

• Inventory

iScala NEXT SP 1• Localisations & CSFs

Epicor Mobile Field Service 9.04.01

• Support for Android and iOS Devices

Epicor XL Connect• Inventory Content Pack• Statistics Content Pack

q• Security & Governance Enhancements

• Integration to Epicor ICE 3.0

• Customer Requests

Epicor Mobile Sales Assistant xiOS Devices

Epicor XL Connect• AP/PL Content PackAR/SL C P k

• Statistics Content Pack

Epicor HCM Integration to iScala Payroll

E l D I

3.0

Epicor ICE 3.0 for iScala• Phase I ContentFi• AR/SL Content Pack

Epicor iScala Collect 4.2

• Employee Data In• Payroll Data Out

• Finance• Sales Cycle• Purchase Cycle

Epicor Storefront 9.05

3 months to Dec Dec 20122012

6 months to

Mar 20129 months to June June

2013201312 months to Sep Sep

20132013


20122012 20132013 20132013

iScala 3.0 Development ThemesFuture Releases, Release Content and Dates Subject to Change

Localization & Globalisation

Security & Governance

Usability Improvements

Lease ManagementGlobalisation

‐ ‐ ‐

Brazilian CSF

Governance

‐ ‐ ‐

Performance &

Improvements – Phase II

‐ ‐ ‐

g

‐ ‐ ‐

Customer Brazilian CSF uplift & key localisations

e o a ce &Platform Improvements

Mobility –Epicor Mobile

Requests


Country Specific Functionality (CSFs)Future Releases, Release Content and Dates Subject to Change

Merge of iScala 2.3 SR2 Brazil into iScala NEXTSupport for new Banking interfaces:

SEPA Phase II – Customer Payments, MT‐9xx Interfaces using Service Connect

Multiple TAX/VAT EnhancementsVAT/Tax Archiving and Reporting Harmonized Nomenclature Classification based VAT/TAX Calculation

Support for AP invoicing by customs declarationsLocalizations for Baltics, Russia and ScandinaviaLocalizations for Romania


Sales and Customer ManagementFuture Releases, Release Content and Dates Subject to Change

Enhancements to the Advanced Credit Control functionsEnhancements to the Advanced Credit Control functions

Phase III: Improvements to the picking module

I d h i d lImproved warehouse security and controls

Case Management and RMA handling

Sales Call‐off contracts *

Introduction of additional Action Screens *

Inventory and sales management

Integration to Epicor Mobile Sales Assistant *Integration to Epicor Mobile Sales Assistant

Sales Force Mobilization* Resource & Demand Dependent


Lease ManagementFuture Releases, Release Content and Dates Subject to Change

Lease Management billing enhancementLease Management billing enhancement

Variable interest for finance leases

N ffi i iNew efficiency options:

Improved integration to Asset Management

Improved delivery planning capabilities

Completion of revenue recognition and deferrals

Building on the Revenue Recognition Module

Leave Management Service Connect integration packageLeave Management Service Connect integration package

Import, update and export of Lease Contracts


Service and AftermarketFuture Releases, Release Content and Dates Subject to Change

Major gains coming from COM+ RestructuringMajor gains coming from COM+ Restructuring

Introduction of additional Warehouse Controls

T M ITransport Management Improvements

Uplift of existing Sales Order functionality

Service Connect Integration Package for Service Contracts

Import and export of Service Contracts

Expansion of integration to Epicor Mobile Field Service

Case Management / RMA handlingCase Management / RMA handling

Support for iScala Bin Management ** Resource dependent

* Resource & Demand Dependent


Resource dependent

Purchase to PayFuture Releases, Release Content and Dates Subject to Change

Requisition and procurement enhancements *Requisition and procurement enhancements

Expanded Multi‐level requisition approvals

P t P dPayment Procedures:

New security constraints – focused on Financial Service Centres

Payment approval validation controls

* Resource dependent



Resource dependent

Usability ImprovementsFuture Releases, Release Content and Dates Subject to Change

Completion of the Sales Order Grid – introduced in iScala 2.3 SR3

Expanded to Sales Order EnquirySeveral additional fields added to the Grid

Introduction of new Grid‐based screens:Purchase Order Entry, Enquiry and Delivery screens

Order Header Customization –Improved usabilityPerformance Improvements

Introduction of support for multi‐tasking gestures *



Platform ImprovementsFuture Releases, Release Content and Dates Subject to Change

Integration to Crystal Reports 2011

Replace Crystal XI reporting and print engine

Support for the latest Microsoft Platforms:

SQL Server 2012

Server 2012

Windows 8

Multi‐level Snap Searches

Link multiple Snap Searches

In‐context ad hoc on‐screen enquiriesq

Drill‐down/Drill‐up capabilities


Platform ImprovementsFuture Releases, Release Content and Dates Subject to Change

Next phase of Grid 2.0 development supporting multi‐grid screens

Improved audit capabilities –p p

Integration with Epicor DBAudit *

COM+ Restructuring

Performance ImprovementsPerformance Improvements

Stability improvements

Integration to Epicor ICE forIntegration to Epicor ICE for iScala…



Evolution through a technology

Epicor ICE for iScala: Evolution through a technology revolution

Gartner Magic Quadrant

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Epicor Software Corporation.

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including

i f h bili fi fany warranties of merchantability or fitness for a particular purpose.

Source: Gartner, Inc., “Magic Quadrant for Single‐Instance ERP for Product‐Centric Midmarket Companies,” June 27, 2012 (Christian Hestermann, Chris Pang, Nigel Montgomery)


Future Releases, Release Content and Dates Subject to Change


Epicor Internet Components Environment (ICE):Future Releases, Release Content and Dates Subject to Change

Enabling Platform

Epicor ICE brings next generation capabilities* to Epicor solutionsEpicor ICE brings next generation capabilities to Epicor solutionsEasily integrate disparate data

Tailor solutions just for YOUj

Enable business . . . Anywhere!

Boost productivity p yEnterprise search

Office applications & SharePointpp

Manage unstructured data with Epicor Social Enterprise


Abstracting TechnologyFuture Releases, Release Content and Dates Subject to Change


Epicor ICE ConnectFuture Releases, Release Content and Dates Subject to Change

Power of SOA

Secure bi‐directional interaction between current distribution solution and ICE

Content pack:Schema

API

Service Connect Runtime

Sample Workflows

Sample BAQs and Dashboards


ICE Value to YouFuture Releases, Release Content and Dates Subject to Change

Get even more out of iScalaPredefined Content Packs for key functional business areas/users

Sales PurchaseInventoryInventoryFinance

Web‐based screens for iScalaEpicor (Updatable) BAQsEpicor Mobile AccessInformation Worker & Microsoft IntegrationEnterprise search


Have your cake and eat it…


and eat it…

Getting more out of iScala

Extend Solutions:Getting more out of iScala….

Reportering & Business Intelligence (BI)Future Releases, Release Content and Dates Subject to Change

Epicor Enterprise Performance Management (EPM) IntegrationPrepackaged Content Packs –Cubes, Canvases, KPIsFocus on four Key areas

Financial Management & Control Quoting and SalesInventory Management & y gWarehousingManufacturing

Planned GA: November 2012


Epicor XLConnect for iScalaFuture Releases, Release Content and Dates Subject to Change

Prepackaged content packs for Epicor XLConnect for iScalaEpicor XLConnect for iScala

General Ledger (GL) and Financial ManagementFinancial Management

Sales Ledger (SL) / Accounts bl ( )Receivable (AR)

Purchase Ledger (PL) / Accounts Payable (AP)

Planned GA – October 2012Planned GA October 2012


Epicor Mobile Field Service (EMFS)Future Releases, Release Content and Dates Subject to Change

EMFS integration Uplift

Support for EMFS 9 04 01Support for EMFS 9.04.01

Introduce support for Android and iOS devicesiOS devices

Minor improvements and h tenhancements

Planned GA: November 2012


We need you

A Call to ActionWe need you…

Epicor needs you…BE PROACTIVE ‐We need customers to help:Test iScala 3.0 – be a Beta customer or “Early Adopter”y p

Actively review enhancements & new functionality

Provide uswith feedback:Provide us with feedback:New functionality/capabilities

Localisations

Gaps and software issues

Join an iScala Special Interest Group (SIG)


Epicor iScala Strategic Product RoadmapFuture Releases, Release Content and Dates Subject to Change


2011 2012 2013 2014 2015

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