2011 North America Epicor User Summit MFG_PRINT_021811

Presented By:

February – April, 2011

Scott Hays, Director Product Marketing

Welcome


Safe Harbor Statement

FORWARD LOOKING STATEMENTS: This document includes descriptions of product

functionality that is not presently available. This press release contains certain

statements which may constitute forward-looking statements under the Private Securities

Litigation Reform Act of 1995. These forward-looking statements include statements

regarding future product releases, revenues, cash flows, growth prospects, installed base

of customers, the launch of Epicor 9 and other statements that are not historical fact.

These forward-looking statements are based on currently available competitive, financial

and economic data together with management'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 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 annual report on

Form 10-K for the year ended December 31, 2009. 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.

Agenda

9:10am – 10:30am Using Technology to Spark Innovation and Power Growth

10:30am – 11:00am Break

11:00am – 11:30am Peer Presentation: Customer Story

11:30am – 12:00pm How Epicor Global Services Ensure Your Ongoing Success

12:00pm – 1:00pm Networking Lunch

1:00pm – 2:00pm Break-Out: E9/Manufacturing/SCM or Enterprise/Clientele

2:00pm – 3:00pm Ask the Experts: E9/Manufacturing/SCM or Enterprise

3:00pm – 4:00pm Networking Event


Thank you to our Sponsors!

Premier Sponsors

Corporate Sponsors

Using Technology to Spark

Innovation and Power Growth


The Business World in 2009


The Business World in 2011


The

GrowthImperative


What the Best-in-Class are Focusing on

Taking steps to

reduce operational

costs

Improve business

processes and

execution

Developing new

products and

services

Efforts to

service and grow

customers


The Savings v Growth Dilemma

73% 67%

9% 22%

18%11%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Revenue Growth Cost Pressure

Higher No Change LowerSource: Conference Board 2010

CFO

CIO

CEO

Shareholders

Executives

are expected

to keep

recessionary

cost savings

while driving

still driving

revenue

growth

Conference Board Survey of Senior Business Executives

http://epicnet/sites/marketing/creative/Logos/Epicor/epicor_rgb_1000x600.jpg

Enabling Your Growth

Through Your Innovation



Epicor 9.05 – Focused on You

• Advanced Financial Reporting

• Advanced Allocations Engine

• Asset Management Engine

• Tax & Carbon Connect

• Expense Management

• Project Accounting

• Virtualization

Taking steps to reduce

operational costs

Financial Management



• Lead & Opportunity Management

• Case & Contact Management

• Enhanced Quality Assurance

• Maintenance Management

• EDI Demand Management

• Mobile Field Service

• Epicor Commerce

Efforts to service and

grow customers

CRM, Sales, Service Management



• Material Requirements Planning

• Lean Production Management

• Product Data Management

• Planning and Scheduling

• Sourcing and Forecasting

• Time Management

• Project Structuring

Developing new products and services

Production, Project and SCM



• Updatable Business Activity Queries

• Seamless SharePoint Integration

• Comprehensive Analytics

• Epicor Mobile Access

• Search Anywhere

• Easy to use BPM

• Dashboards

Improve business

processes and execution

Performance Management


Performance and Enhancements

Future Releases, Release Content and Dates Subject to Change

• Released Maintenance:

• Planned Maintenance:

Number Release Date

9.05.600 Service Pack March 2010

9.05.600a Patch April 2010

9.05.600b Patch May 2010

9.05.600c Patch July 2010

9.05.601/a Service Pack/Patch September 2010

9.05.602/a Service Pack/Patch November 2010

Number Release Date

9.05.603 Service Pack February 2010

9.05.604 Service Pack April 2011

9.05.605 Service Pack June 2011

9.05.606 Service Pack August 2011


Epicor 9.05.60x Performance Enhancements48194 In BO designer improve the feature of linking fields to help in performance on SQL Server 9.00.002 50461 XDocTypeCtrl :: GetList() method, add 2 fields from DocType table (Description &&

StorageType) 9.00.002 51783 GetList is not optimized under SuperSQL if a separate list dataset has not been defined 9.00.002 52290 ClassAttributeHandler does not memory cache info about

classes that have no attributes - so a back office call happens everytime to check for attributes. 9.00.002 52350 CallContext dataset metadata being marshalled 9.04.301 56375 The client

performance needs to be improved. 9.04.301 57407 Product Configurator <Copy/Paste functionality does not allow validations before the paste operation> 9.04.501 58242 Client performance

issues. 9.04.503 59249 Catchall for client performance bugs. 9.04.504 59929 Reports / Processes - Control the number of times KillTask actually writes to the database 9.04.504 60103 Web Forms -

SCR Entry on the EWA Matrix takes too long to load 9.04.504 60276 Make the Splash form come up as soon as possible after the user has logged in. 9.04.504 61688 Web Forms Labor Entry - Entry

of a Different Date from Default Causes Huge Data Download 9.04.504 61710 Web Forms Receipt Entry - Retrieving PO is Very Slow 9.04.504 61857 Web Forms - Client proxy files are downloaded

during form load 9.04.505 62183 Performance issue in sales order with EpiTreeView::treeLoader 9.04.505 Fixed at 9.05.600 62183 EpiControls - GLAccount control is causing OnChanged event to

be called twice 9.05.600 62191 General Framework <Add index to bzKeyFieldCache temp table to improve update performance> 9.05.600 64644 Performance enhancements for ICE 2.0.5 9.05.600

Fixed at 9.05.601 66158 GetList API - Add functionality to support foreign links similar to the functionality of GetRows 9.05.601 49323 Company initialization should be done when the company is

created and not upon changing companies 9.05.601 66154 EEPM Glossary Designer - Load time is slow when used with Epicor 9 source databases 9.05.601 71683 Implement .NET Open Client

compression enhancement that was put by Progress in 10.2A03 on the Client side 9.05.601 74007 EEPM Installation - Install (XMLA installer) 9.05.601 74183 BAQ Conversion - Improve

performance of cv\cvloaddata.w conversion routine 9.05.601 74537 Too much logic is added to the session constructor 9.05.601 75200 Improve performance of dependencies calculation during

SCS backup 9.05.601 75730 Web Forms - custom forms load combos twice on load 9.05.601 76261 EWA: cache class attribute 9.05.601 76327 BAQ - Remove the ALTER FUNC statement in BAQ

SQL statements for SQL database 9.05.601 76652 ICE Enterprise Search - Rebuilding ES index loses some table indexes and statistics 9.05.601 76871 Add compression option to User

Maintenance 9.05.601 77651 Create caching mechanism for BAQ-based datasources 9.05.601 Fixed at 9.05.602 78251 Web Forms - Script Performance in EWA (Framework.js & EpiControl.js)

9.05.700 76043 Use cached zData in lib/ClassAttribute 9.05.700. 54063 EA-Part Part - Remove PartLot from Part Maint/Tracker and create a new BO, UI and Tracker for Part Lot seperately. 66266

_SCR100 ReportMonitor Update slow affects report preview performance - specially if the customer has lots of patchfld records 51856 EA-SerialNumberCustomerTransfer Serial Number Customer

Transfer - ShipTo page limit break is not working, plus search has a very slow performance 62304 EA-SupplierPerformance Supplier Performance - No data is returned in SQL database. 64426 EA-

ProductConfiguratorDesigner Product Configurator Designer - add option to get details from the base part or generated part 64750 EA-RunConversionProgram Database conversion 6690 triples the

number of BookRel records 64855 EA-InvoiceEntryAR Invoice Entry AR Get Shipments will not auto-print packing slips 75390 EA-DemandEntry Demand Entry - Slow performance when saving a

new schedule 75694 EA-DemandEntry Demand Entry takes a long time to delete schedules and details 76498 EA-DemandEntry Demand Entry - Perfomance issue at loading the Matching screen

77080 EA-CreditCard Credit Card - Credit card conversion program (cvcd0001.p) is taking more than 24 hours to finish 67310 EA-ManagementReporter Management Reporter - Cannot use for all

plants at the same time 67475 EA-Customer Customer - Search territory combo should not be filtered based on user read-only territories 67717 EA-RunConversionProgram Database Conversion

6430 takes a long time to run. 67863 EA-PostingEngine Posting Engine - Issue with GL Journal Detail posting performance 63190 EA-InventoryWIPReconciliationRpt Inventory / WIP Reconciliation

Report - has slow performance 67612 EA-ProductConfigurator Product Configurator - Performance issues on KeepWhen if there are multiple subassemblies 67772 EA-DemandReviewReport

Demand Review Report - Slow performance when running this report 70566 EA-ProductConfigurator Product Configurator - Leaving a field takes 15 seconds when there are 800 inputs in the

configurator 68930 EA-AgedReceivables Aged Receivables - Slow Performance printing 30 pages with 153K customer's on DB 69397 EA-OpportunityQuoteEntry Opportunity / Quote Entry - Slow

performance when loading the search screen 73625 EA-DemandEntry Demand Entry - Slow performance when adding a detail 73728 EA-UOM UOM Conversion of Dimension creates too many

UOMClasses 73733 EA-UOM UOM - Price List UOM is set to Inventory UOM for converted Dimension tracked parts 73765 EA-InventoryWIPReconciliationRpt Inventory / WIP Reconciliation Report -

slow performance, takes 36 hours to print one day of transactions 74259 EA-RunConversionProgram Run Conversion Program GL upgrade is not re-assigniing JEDate based on Fiscal Year/Period

75079 EA-ProductConfigurator Product Configurator - Improve performance when using 70 or more sub configurators 75455 EA-ProjectEntry Project Entry - Project Analysis performance is taking

over 3 minutes on a customer db. 76184 EA-CustomerShipmentEntry Customer Shipment Entry - Performance issue when created pack by using Picked Orders 76606 EA-InvoiceEntryAR Invoice

Entry AR - Optionally do Get Shipments for completly shipped sales orders only 77644 EA-CashReceiptEntry Cash Receipt Entry Invoice Selection takes more than 10 minutes to process more than

1000 invoice 73944 EA-CashReceiptEntry Cash Receipt Entry - Review CashRecGetInvoices for performance enhancements 75033 EA-PostingEngine Posting Engine - General Performance SCR

76209 EA-JobEntry Job Entry - review performance 64193 _SCR100 Performance Improvement - Update slow running conversion programs such as UOM and others 70122 EA-

Time&MaterialsInvReview T & M Invoice Review. Print detail performance - report hangs on retrieving data. 60314 EA-InventoryTransfer Inventory Transfer - Slow performance on Part search 65843

EA-FulfillmentWorkBench Fulfillment Work Bench - Slow performance retreiving large amount of records 67653 EA-CustomerTracker Customer Tracker - Performance issue while loading some

Customers 70095 EA-AssetDepreciationRecalculation Asset Depreciation Recalculation - Performance - process is slow even just for one asset 72840 EA-SerialNumberAssignment Serial Number

Assignment - hangs up when trying to pull up jobs. 74904 EA-LaborEntry Labor Entry - Performance issue due to lack of index for serial numbers 75045 EA-EDI-Inbound EDI Inbound - Increase

performance in EDI workflow by removing schedule validations 75046 EA-EDI-Inbound EDI Inbound - Increase performance in EDI workflow by avoiding saving the demand contract information

75343 EA-ReceiptEntry Receipt Entry - Performance issues when receiving thousands of serial numbers 75924 EA-ExternalCompany External Company - Improve performance and streamline the

General Ledger data that is sent 76021 EA-StartActivity Start Activity - MES - Improve performance when "Serial Number Required..." is selected on an operation 76470 EA-ProcessMRP Process

MRP - Slow performance when using a non US date format culture 76485 EA-JobEntry Job Entry - Slow performance when loading jobs with almost 900 materials 76777 EA-HandheldMasterPack

Handheld Packout - Slow performance after entering a sales order number 77213 EA-GeneralLedgerReport General Ledger Report - Performance issue 77652 EA-ProductConfigurator Product

Configurator - Conversion program should include code to generate a list of subassembly configured parts 68323 EA-PayrollCheckEntry Printing a payroll register takes a long time 66922 EA-

FulfillmentWorkBench Fulfillment Work Bench - Slow Performance for Select and release for picking. 75917 EA-DemandEntry Demand Entry - Slow performance when saving a new schedule 76151

EA-ProjectAnalysisExport Project Analysis - Make revenue recognition generation optional based on flags 76712 EA-DataAdmin Data Administration Conversion - conversion cv/cvxa1655.p (Migrate

• OpenClient network compression (WAN)

• Up to 70% reduction in network traffic

• Super SQL enhancements and profiling

• Dashboard multi-threaded data “uptake” via UBAQ

• Cached doc types reduces roundtrips for attachment processing

• Replication trigger “tuning” and documentation

• Single BO calls

• Tuning quote to cash modules• Order entry

• Fulfillment

• Job entry

• Cash receipts

• Invoice process

• Po entry

• Improved upgrade process

• Printing framework

• Improved Web client

• Direct service calls from Service Connect

• Minimal client deployment (only downloads DLLs as needed)


Hardware Sizing and Virtualization Taskforce

• Goal: Configuration and

specification of hardware sizing for

new and existing customers

• Goal: Documentation to guide

implementation of Epicor ERP in

virtualized environments

• Goal: Series of new tools that

leverage our best resources and

our Partners skill sets

• Benefits: Head start for common

hardware sizing and typical

configurations

• Benefits: More comprehensive

documentation and guidelines

• Result: Greater upfront accuracy,

quicker deployment, lower costs

http://www.microsoft.com/virtualization/en/us/default.aspx


Performance Benchmarking

• Microsoft labs, Sammamish, WA, December 2010

• Epicor 9.05.602a supported up to 3000 concurrent users

• Results showed significant performance improvements

over 9.04.500 (1500 users) and 8.03.400 (1200 users)


• Availability, performance and configuration monitoring and analysis

• Automated root cause analysis minimizes downtime, avoids

bottlenecks, reduces costs

Hitachi IT Operations Analyzer

Excellent fit for all-in-one monitoring of servers, LAN, SAN and storage devices,

that minimizes IT environment downtime, reduces mean time to diagnose, and

cost-efficiently simplifies management of the infrastructure as it grows.


Extend Solutions and More Planned

Solution V8.03.4XX V9.04.XXX V9.05.XXX SaaS Option

Epicor Commerce

Epicor Precise Point of Sale Q1 2011

Epicor Tax Connect ST

Epicor Tax Connect UT 2011 2011

Epicor Tax Connect 1099

Epicor Secure Data Manager

Epicor Strategic Sourcing

Epicor Carbon Connect Q1 2011 Q1 2011

Epicor Knowledge Mentor

Epicor AFR & XBRL 2011

Epicor XL Connect 2011 In QA In QA

Epicor Information Worker

Epicor Service Connect

Epicor HCM 2011 2011 Q1 2011



Why Industry?

“Today’s increasing complexity of business

processes requires solutions that are tailored

to respective industry challenges.

Vendors…must provide preconfigured best-

practice packages to unlock access to new

enhanced capabilities.”Forrester Research, inc. 2010


Epicor for Aerospace and Defense Road Map

Building on the foundation of

Epicor 9.05 ERP:

• Project Management

• Revenue Recognition and Project Billing

• Asset Management

• Maintenance Mgt

• Mobile Field Service

• Enhanced Quality Mgt

• Advanced Financial Reporting

• Customer and Supplier managed inventory

• Lot and Serial traceability

• Engineering Change control

• EDI, Lean enhancements

Epicor 9.05.601

• Deferred Revenue

Accounting

• Contract Renewal

• Employee Training

• Industry specific

dashboards/reporting

Epicor 9.05.602

• US Government

forms

• WWAF integration

• Borrow/Payback

• Supplier Audits and

Surveys

• Industry Best

Practices

Epicor 9.05.603/604


enhancements

• Exostar Integration

• Field Service

enhancements

• Maintenance Mgt

enhancements

Epicor 9.1

• EVMS

• ITAR

• MRO enhancements

• Project Mgt

enhancements

• Contract Mgt

enhancements

Upgrade to newer versions when ready

Continued releases planned every 12-18 months

Future releases, dates and content are subject to change

Q3 2010 20122011Q4 2010


AgileShip Manifest

• Automate compliance for parcel, LTL,

& TL shipments

• Rate shipments, generate labels &

required documentation

• Verify US addresses for errors, zip +

4 correction, residential delivery

• Update Epicor with freight charges

and tracking dataYou reduce

each transaction

cost by

Reduce each

transaction

cost by

$10

A Complete Global Shipping Solution

Reduce

transportation

costs up to

30%Agile Export Agile Route Agile Manage


Flexible Business Process Management

http://www.freakingnews.com/images/app_images/walnut.jpg


The Benefits of Epicor for Your Industry

• Rapid implementation and adoption of

application modules

• Roadmaps with focused functionality

related to business and industry

• More efficient processes through best

practice models and end user procedures

• Assists compliance with regulatory and

reporting requirements

• Improves operational visibility and

support for transparency demands

• Heightened business performance

without compromise


The Cloud: Application Delivery Evolution


1. Complete choice and flexibility for

ERP deployment.

2. Rapid, secure, low cost access to

value-added EXTEND solutions.


Extending Microsoft’s Technology Architecture

Epicor Advanced Financial Planning*

Epicor Payment Connect*

Epicor Global Payroll*

Epicor Mobile Server*

Epicor Everywhere*

Epicor ERP Azure*

Epicor ERP Express Edition (multi-tenant SaaS)

Epicor Campaign Connect

Epicor Carbon Connect

Epicor Tax Connect

Epicor Commerce

Epicor HCM

Extending Microsoft’s Leading Cloud Platform

* Future products not yet released


Epicor HCM Comprehensive Functionality

Manager Self-Service

Employee Self-Service

Employment Data

Absence Tracking

Benefits Administration

Compensation Administration

Position Control

Tailoring Tools

Global Features

US Payroll

Payroll Connect*

Salary Planning

Performance Review

Training & Development

Succession Planning

Organization Charting

Standard Reports

Custom Reporting

Analytics

Workflow & Alerts

Recruitment Management

Candidate Self-Service


From HR… … to ERP… and everything in between …

Cloud Brings Flexibility and Choice to HCM

• Modular suite functionality

• SOA based components

• Full range of deployment options

• Flexibility to mix and match


The Benefits of Cloud Computing

• Enables rapid deployment and provisioning

of releases with minimal overhead

• Provides massive and instant scalability

through flexible elasticity

• Mitigates risk from being always available,

highly secure, and SLA backed

• More predictable costs as Cap Ex becomes

Op Ex and you only pay for what you use

• Promotes standardization through

consistent IT infrastructure and approach

• Delivers freedom of choice for deployment

and acquisition approach


Where does BI really make a difference?

In the context of what you are doing now

Based on your role within the business

And in always in real time


Epicor Actionable Analytics


• Rounds out Smarter BI stack

• Key Performance Indicators

• Extends business activity

monitoring to Business

Intelligence

• Uses best practice models

• Supports analytic integrity rules

• Integrates with BPM engine

• Links EPM Canvas to the Epicor

ROI Calculator

• Actual results update ROI values

and reflected in EPM Canvas

• Longer term goals influence daily

operational performance


The Benefits of Epicor EPM

• Supports real-time information with

anywhere, anytime, any device access

• Empowers users without compromising

security or straining IT resources

• Improves operational efficiency and

predictability through best practices

• Establishes a culture of high performance

that aligns users with objectives

• Reduces “shelf-ware” with rapid adoption

and implementation of BI enterprise wide

• Drives better business insights and

smarter decisions


Mission Critical Information Anywhere

Industrial &

Consumer

Energy

Oil & Gas

Distribution

& Logistics

Insurance

Services

Health Care

Services

Mobile HCM and Workforce Management

Mobile Enterprise Asset Management

Mobile Field Force Management

Mobile Sales Force Management

Mobile Transportation Management

• MES Shop Floor

• Asset Management

• Inventory Management

• Maintenance / Repair

• Pick Up / Collections

• Telematics

• Dispatching

• Direct Store Delivery

• Claims & Evidence

• Loss Adjustment

• Patient / Aged Care

• Electronic Records

Ind

ustr

yH

ori

zo

nta

lV

ert

ica

l


Epicor Enterprise Mobility

• Epicor Mobile: Mission critical apps available now

• Fully featured Field Service app

– English, Spanish, Dutch, Swedish, Chinese versions

• Fully featured Sales Assistant app

– CRM sales and distribution field workers

• Additional fully featured applications

• Time and Expense Management app

• EXTEND across Epicor product lines

• Support for semi-rugged lower cost devices

and multiple operating platforms

• On-demand SaaS version for server/devices

• Epicor Commerce: Mobile edition



There’s Smart Phones…..


The Benefits of Epicor Enterprise Mobility

• Maximizes worker uptime by enabling

more tasks per day

• Enables smarter work by delivering

essential information at the point of work

• Reduces costs through operational and

processes efficiency improvements

• Smartphone usage reduces IT training

and help desk overhead

• Provides access to a rapidly growing

online and m-Commerce generation

• Real time mobile applications improve

customer service and satisfaction



Information Week 500 Study Results


doc-link for Epicor

doc-link™ is an integrated document management system that interfaces with

Epicor ERP applications to eliminate paper from your office.

• Achieve rapid return on investment

• Increase productivity by 40% or more

• Reduces cycle times by streamlining accounting processes

• Eliminates file cabinets and reclaims office space

• Reduces filing, retrieving and archival costs


Epicor Activity Streams Management



The Benefits of Epicor Enterprise 2.0

• Effectively engages workers within and

between businesses, and the supply-chain

• Improves organizational efficiency as

well as worker productivity

• Retention of knowledge and access to a

new and broader source of talent

• Reduction in time taken to react, respond

and resolve business matters

• Competitive differentiation that can be

hard for others to replicate

• Promotes Innovation through connected

collaboration and creativity

Next-Generation ERP in Action: Epicor 9.05

Demonstration: Kristen Martin


Epicor 9.05 ERP Focus in 2011

Growth

Through

Innovation

Enabling Growth Through Innovation

1. Deep Industry and Vertical Strength

2. Value-added SaaS and Cloud Offerings

3. Smarter Business Intelligence Initiative

4. Enterprise Everywhere Mobility Solutions

5. Collaborative Enterprise 2.0 Platform

BreakUp Next: Customer Presentation

Presented By:


Chad Meyer, Director, Product Marketing

Epicor Global Services

Implement Software

Implementation Services

End User Training

Documentation

Protect Investment

Tiered Support Programs

Managed Services

Maximize Value

Business Process Review

Performance Consulting

Outsourcing Offerings

Next Generation

“Protect, Extend, Converge” Strategy

Upgrade & Migration Services

Epicor Global Services

Your Resource for Upgrades

and Migrations


How Many of You Have Experienced This?

What The User Asked For

What The User Really Wanted

How The Solution Was Specified

How The Solution Was Implemented


Best Practice Models

• Implementation focused on

achieving your objectives

established during the

sales cycle

• Reduces implementation

time by starting with a

roadmap

• Gaps are easily identified

and adjusted to specific

requirements

• Improved project success

Review Approved

Capital Plan

and Budgets

Included in the

Approved Capital

Plan and Budgets?

No

Raise Capital

Expenditure

Requisition Form

Validate Capital

Expenditure

Request

Declined

Capital

Expenditure

Request Status

Board Approval of

Capital Request

Capital

Expenditure

Request Status

(Post-Board)

Declined

Rework Capital

Expenditure

Request

Rework Required

Rework Required

Approved >$100,000

Approved

Process Capital

Expenditure

Request

Epicor does not just replicate existing processes or implement a pre-

configured package, we work with you to build a solution that follows

industry best practices while preserving what makes your company

so unique and successful


XSOL InOrder

Document Visualize Publish Refine

XSOL InOrder enables you to easily map and model your business

processes. It simplifies the process of defining, documenting and

visualizing your operations

• Capture processes with the easy to use graphical design environment

• Visually illustrate processes

• Instantly publish and republish documentation in multiple formats

• Model new or modified business processes before implementing or upgrading

• XSOL is the mapping tool behind Epicor Best Practice Models


With Epicor Best Practices and XSOL

What The User Asked For What The User Really Wanted

How The Solution Was Implemented How The System Was Specified


Epicor ROI Services

• Focuses on over 40 potential

areas of tangible benefits

associated with specific aspects

of ERP

• Focuses on your issues, pains,

and goals - not on our features

and benefits (uses your data, and

your estimates of the benefits)

• Track and prove the results of

your solutions


Shared Benefits Program

Commitment• You and Epicor are equally involved

• Epicor provides a quote based on your clearly defined

requirements and project scope

The Deal• If the project is under budget, savings are shared 50/50

If the project is over budget, Epicor charges only 50% of

the standard rates for all over budget costs

Win-Win• Lower risk of over budget projects through simplified

requirements and a clearly defined project scope

• You and Epicor equally share success and responsibility


Upgrade and Migration Programs

Remote Program• Small and midsize companies, no customizations, no complex environment

• No custom data migration needs

• Remote project management and self-paced tools and services

Hybrid Program (Remote + Onsite)• Small or midsize customers, single site, no or minimal customizations

• Fixed price for remote program

• Onsite consulting varies

Advanced Program• Enterprise, multi-site, more than 200 users, multiple products, complex

customizations

• Business Process Review to define requirements and final quote


Data Migration Services

Option 1:

• Epicor data extraction and import tools PLUS 3 days of services

• Provides a knowledge transfer and training on how to use the tools

Option 2:

• Epicor data extraction and import tools PLUS 8 days of services

• Helps execute the first pass data migrations and guidance on results and

next steps. You perform all further data migrations thereafter (e.g. for further

tuning, testing, to support the business simulations and pilot and ultimately

the go live pass)

Option 3:

• Customer-specific services

• Epicor performs all data migration on your behalf. Individually priced

depending on your needs and preferences


Data Management Tool (DMT)

The Data Management Tool enables you to easily import and validate data

simultaneously into Epicor 9

DMT allows you to import records by adding, deleting or updating data directly

via an integrated business logic which ensures optimum performance while

retaining the product database integrity

Feature/Benefits:

• Informs users of required fields

• Error log clearly identifies specific import issues

• Import data from Excel and CSV files

• Ensures data integrity by validating against business logic

• Employs Epicor user security

• Provides estimation of the time it will take to import data

• Delivered with 60+ standard import templates

• Template builder simplifies creation of import templates


Epicor Data Extraction Tools

• Developed by Epicor Consulting specifically for users of iScala,

Enterprise and iSolutions products

• Extraction of the right data, in the correct format to be imported into

Epicor 9

• Epicor provides a complete data migration methodology based on

your existing functionality and requirements for Epicor 9

Benefits:

• Built specifically for your current Epicor product

• Works in conjunction with DMT, our data import tool

• Can be adjusted to your needs and requirements


Resources and Tools for Success

• SharePoint Project Control Center

• Project Planning Workbook

• Best Practice Models

• Embedded Education Courses

• Knowledge Mentor Lessons

• Data Management Tool (DMT)

• Data Migration Templates


- Overall Project Scope & Plan

- Conference Room Pilot Plan

- Cutover Plan

- Activity Reports

- Stage Reviews

Epicor Education


Epicor Education by Numbers

• 100

• 105

• 2,500

• 74,000

• 1,000,000

• 100 plus Embedded Courses associated with Epicor 9

• 105 virtual or classroom courses available

• 2,500 pages of technical content in Epicor’s Technical Guides

• 74,000 fields defined in “Field Help”

• Over $1,000,000 invested in education and documentation in 2010


Epicor University

• Singularly focused on the

worldwide education of

Epicor customers and

partners

• Introduce certification

programs

• Extend the Epicor 9

product education

deliverables

• Dedicated team to

conduct training

worldwide

• Ensures consistency and

quality across training

and education

deliverables

Industry

and

Vertical

Manufacturing

Distribution

Procurement

Medical Device

Aerospace/Defense

Capital Equipment

Not for Profit

Automotive

Electronics

Job Shop

Hospitality

Senior Living

Application,

Technical

and Tools

Financial Management

Human Capital Management

Materials Management

Production Management

Sales Management

Service Management

Cross Brand Solutions

ICE 2.5 Tools

Education and Certification Tracks


Instructor Led

Classroom Event

Experienced Instructor

Certification Exams

Self-Paced

Embedded Education w/Demo Database

Certification Exams

Web-Based

Virtual Courses

Experienced Instructor

Certification Exams

Blended

Delivery

Supporting

Formal &

Informal

Learning

Education and Documentation


Education and Documentation

REVIEW

User Guides

Feature

Summaries

Online Help

INTRODUCE

Curriculum

Roadmap

Project

Control

Center

EPICweb:

Ed & Doc

Tour

COMPLETE

Curriculum Roadmap

Embedded Courses

Technical Reference Guides

Online Help, Field Help and Technical Help

Classroom Training

Virtual Workshops

REVIEW

User Guides

Feature

Summaries

Online Help

RELEASE DOCUMENTATION: Start Here Cards, Installation Guides, Release Notes, Feature Summaries

+++

Across all Stages of the Implementation and Beyond


Epicor Knowledge Mentor

Knowledge Mentor enables the development and delivery of custom, role-based

educational content and end-user resources. Through it’s unique capabilities,

Knowledge Mentor provides an effective solution to improve end-user adoption and

proficiency in using software

Create content from a single source and deploy in multiple ways.

Read: Provide user guides and job aids for reference

Show: Demonstrate how to complete tasks in automated, instructor-led scenarios

Try: Allow users to practice in an environment that replicates their live application

Test: Measure user knowledge and provide feedback on performance

Guide: Provide step-by-step assistance to users through applications

Authoring Suite Collaborator Learning Manager Navigator Global


Across all Stages of the Implementation and Beyond

Business Process Procedures Business Process Procedures

Test Scripts Test Scripts

Interactive – See, Try, Test

Simulation Overviews

Training Manuals/QRG’s

Support Material

Knowledge Mentor Deliverables

Epicor Outsourcing


• 60+ experienced team members- System Architects

- Application & technical experts

- Operations & customer support

• Services based on core

competencies, functional &

technical expertise

• 3 global operation centers

Overview

Epicor Outsourcing

• Services to support and simplify

running Epicor

• Enable you to focus on running

your business vs. managing IT

Managed Services

System Monitoring

System Management

System Assurance

Application Management

Managed Hosting

Helpdesk Outsourcing


How Many Are Familiar With This?


• Provides 24x7 monitoring

of the servers and

components within your IT

environment

• Extensive availability,

performance and health

reporting

• Proactive alerts and

support to address

potential problems

• Expert resources to help

resolve issues

Epicor System Monitoring and Management


Epicor System Assurance

Overview

• Provides a secure, reliable and affordable solution for ensuring

your IT system is readily available in case of system issues or

disaster

• Designed with small and mid-sized businesses in mind where it

provides a pragmatic and cost effective solution for something

that often is overly complex and expensive

Benefits

• Provides peace of mind

• Simple, affordable cost structure

• Scalable and flexible to expand with growth

• Abstracts set up and management complexity

• Minimizes system downtime and business disruption

• Utilizes a best-in-class technology and datacenter

• Critical component in a company’s business continuity plan

Infrastructure

Environmental

Technological

Human

System Threats

Thank You…Questions?

Appendix


Upgrading to Epicor 9 – Upgrade Path

• Vista/Vantage pre-8.0 releases > 8.0

• Vista/Vantage 8.0 versions > 8.03.400

• Vista/Vantage 8.03.400 versions > Latest Vista/Vantage 8.03.40x Service Patch

• Vista/Vantage latest 8.03.40x Service Patch > Epicor 9.04.502

• Epicor 9.04 > Epicor 9.05


Migrating to Epicor 9 – Supported Versions

Supported Versions

• Enterprise 7.4

• Scala 5.1 and iScala 2.3 SR1

• Avanté 9.3

• DataFlo 5.5

• InfoFlo 7.0

• Manage 2000 6.2, 6.5 or 7.1

• ManFact 5.6

Supported Platforms

• Server: Windows 2003/2008, Linux or UNIX

• Database: SQL Server or Progress

• Customers on earlier versions must

upgrade their system to the applicable

system version in order for the tools to

work

• The extraction tools will be upgraded

for future releases of the heritage

products (for example iScala SR2 )

• Customers can migrate directly to

Epicor 9.05 using the Epicor extraction

and DMT tools

Presented By:


Christine Hansen, Manager, Product Marketing

Manufacturing and Supply Chain Management BreakoutEpicor 9, Vantage & Vista, iSolutions


Our Focus is on Your Business

at reduced cost.Ensure business

efficiency

Use technology to

drive new employee

satisfaction

Reach out to your

customers in new

ways

Breakout Agenda

1:00 - 1:05 Welcome and Thoughts to Consider

1:05 - 1:10 Reaching Out to Your Customers in New Ways - Extending

Your Channel

1:10 - 1:20 Demo Epicor Mobile Sales Assistant and Field

Service

1:20 - 1:30 Ensuring Business Efficiency and Reducing Costs

1:30 - 1:45 Demo Operations

1:45 - 2:00 Demo Financial

2:00 - 2:05 Using Technology to Drive new Employee Satisfaction

2:05 - 2:15 Demo HCM

2:15 - 4:00 Forum Ask the Experts


Thank You to our Corporate Sponsors!


CONVERGEOngoing evolution of applications to a superset product, offering best of all Epicor solutions

Epicor Product Strategy

EXTENDPROTECTContinued investment in current products and solutions

Standardization of key solutions and infrastructure

(e.g., Portal, EPM, Workflow, Office integration)

Reaching Out to Your Customers in New

Ways - Extending Your Channel


Reaching out to Your Customers in New Ways Extending Your Channel

Epicor Forecast Pro

• Can forecast 100s or 1,000s of items

automatically

• Only uses statistically valid algorithms

• Statistical methods selected for accuracy

• Built in support for intermittent demand

• On-screen forecast adjustment

• Planned Epicor EXTEND solution

Epicor Commerce

• B2B, B2C, On-premise or on-demand

• Supports dealers and affiliates

• Estimated and actual freight

• Suggested and related items

• Multiple payment options

• Search engine optimization

• Epicor EXTEND solution


Reaching Out To Your Customers In New Ways – Extending Your Channel

Epicor Mobile Field Service

• Microsoft Windows Mobile platform

• Intermec and Motorola hardware (more

devices planned)

• Drag and drop scheduling, GPRS support

• Remote device control and diagnostics


Epicor Mobile Sales Assistant

• Supports three field sales scenarios:

• Account management

• Proof of delivery

• Van sales fulfillment

• Inventory visibility across

warehouses and van stocks


Ensuring Business Efficiency and

Reducing Costs in Both Operations and

Finance


Operations

Customer Managed Inventory

• Store inventory on behalf of

customers

• CMI bin holds inventory

• CMI purchase order receipts

created for the supplier who is

providing your customer’s material

Supplier Managed Inventory

• Allows a supplier to store product in

the your facility

• SMI bin holds inventory

• SMI PO receipt increments on hand

quantity

• Ownership changes when moved

(production/sale)


Operations

Epicor Enhanced Quality Management

• Inspection test plans, skip lot processing,

and equipment calibration

• Supplier cm/ncm, qualified manufacturer

• Serial/lot, maintenance management

and configurator integration

• Inspection tracker

• Multi-plant/company

Epicor Training Management

• Course maintenance includes length,

syllabuses, prerequisites, materials

• Scheduling includes revisions,

location, dates, instructor, max size

• Pre-plan or have employees request

and attend courses

• Costs and reimbursable expenses


Operations

Epicor Maintenance Management

• Preventative approach to EAM with inspect,

repair, and correct template plans

• Plan/schedule by calendar or usage (meter

readings) and auto schedule down-time

• Work order requests and activities

(operations on job) against specific

tools/equipment (special parts)

• Integration with Enhanced Quality

Assurance

Epicor Lean Manufacturing

• Set production and cell targets daily and

weekly with hours and unit throughput,

and analyze activity

• Select multiple Jobs to start, to

finish by “Group by” / Attributes

• Have system select Jobs by next time

period to make x units

• Lean metrics/execution for MTO/CTO


Financial

Epicor Advanced Allocations

• Source, offset, target accounts, tiered

allocations, scheduling of batches

• User driven formulas

– Arithmetic operators

– Fixed values, BAQ results

– Financial / statistical balances

• Audit trials and history tracker

Epicor Deferred Revenue Accounting

• DR schedules based upon product/order

type or revenue rules

• Handles product, maintenance, services

and bundled revenues

• Automatic GL mapping, monthly posting

• Prorate and allocate revenue for contract

updates, amendments, renewals

• Forecast and reconciliation reporting


Financial

Epicor Advanced Financial Reporting

• Multi-company, multi-book reports

• Continuous consolidation, revaluations

• Data and report security improvements

• Generate tree based on COA

• Mathematical expressions in row summaries

• Row level formatting and display rules for

currency and negative amount fields

Epicor Advanced Financial Reporting

• Convert FRx/MMR reports to AFR format

and report creation wizard

• Support for external data source (e.g.

Excel) within rows

• Drill down within reports and to sub-ledgers

(Epicor 9 only)

• XBRL tagging for SEC submission (Add-on)



Financial

Epicor Tax Connect 1099s

• 1099 corporate exception is ending

• Extracts AP invoices from the 1099

MISC or 1099 INT bucket by period

• Automates process of buying forms,

print, mail, file and retain records


AP Processor

electronic

workflow

Invoice Approver

Altec doc-link AP Workflow

• Integrated document management system.

• Reduce labor and time in AP Processing.

• Enables you to archive, workflow, retrieve

and research document transactions.


http://www.aperfectworld.org/clipart/office/office_worker01.png

Using Technology to Drive new

Employee Satisfaction


Using Technology to Drive New Employee Satisfaction

Epicor HCM

• Configurable homepage

• Quick links for managers to people

• Single secure UI for all users

• Recruitment

• Benefits Management

• Talent Management

Epicor Time & Expense Management

• Multicurrency expense sheets

• Approval and approvers (any, all, self)

• Deeply embedded with AP, Project, WBS,

Job, Assembly, Operations

• Direct, Indirect and reimbursable

• Quick entry codes and copy function

• Notes and comments and multiple views


Our Focus is On Your Business

And with reduced

costs

Helping you ensure

business efficiency

Helping you use

technology to drive

new employee

satisfaction

Helping you reach

out to your

customers in new

ways

Roadmap for Service Packs


Epicor Vantage and Vista Roadmap




Number Release Date


8.03.409a Patch March 2010

8.03.409c Patch June 2010

Number Release Date



Epicor ERP Roadmap




Number Release Date

9.04.505 Service Pack December 2009

9.04.505b Patch December 2009

9.04.505c Patch January 2010


9.04.506a Patch March 2010

9.04.506b Patch April 2010

9.04.506c Patch June 2010

9.04.507 Service Pack January 2011

Number Release Date

9.04.508 Service Pack June 13 2011


Epicor ERP Roadmap




Number Release Date


9.05.600a Patch April 2010

9.05.600b Patch May 2010

9.05.600c Patch July 2010

9.05.601/a Service Pack/Patch September 2010

9.05.602/a Service Pack/Patch November 2010

Number Release Date



9.05.605 Service Pack June 2011

9.05.606 Service Pack August 2011

Open Forum – Ask the Experts

If you missed the Summit last year, we wanted to

provide a glimpse into some of the exciting

features we highlighted. Feel free to inquire

for more information.


Thank you again to our Premier Sponsors

Supplementary Content


Operations

Epicor Advanced Estimating & Pricing

• High degree of complexity and wide array of pricing strategies

• Multiple “routes” to produce a job

• Unlimited quantity estimating

• Recommends optimal production paths

• Configurable pricing schemas

• Supports offset, digital and wide-format print operations

Epicor EDI and Demand Management

• New CTP at Demand, and EDI Configurator

• Added multiple grouping option for mass

processing, and mass print of sales orders,

packing slips and AR invoices

• Enhanced Net Change report, Demand Entry

log, and Part Validation options

• Added “Mark For” and “In Transit” shipments,

Close Rejected Schedule, and Cancel Non-

matched Order Releases


OperationsEpicor Strategic Sourcing

• Electronic RFx functionality with support

for 20 events types including English,

Dutch auctions, etc

• Public and private events with mobile

notification of bids and split awards

• Supplier collaboration, negotiation, spend

analysis and scorecards

• Epicor EXTEND Solution

Epicor Secure Data Manager

• Listed by PCI Security Standards Council

as a validated PA-DSS payment app

• Generates tokens to represent sensitive

data which is transformed at point of entry

into proxy numbers or reference pointers

• Uses AES 256-bit encryption

• Reduces costs, resources, risks



Operations

AgileShip Manifest

• A Complete Global Shipping Solution

• Automate compliance for parcel, LTL, & TL

shipments

• Rate shipments, generate labels & required

documentation

• Verify US addresses for errors, zip + 4

correction, residential delivery

• Update Epicor with freight charges and

tracking data

Agile Export

Agile Route

Agile Manage

Reduce each

transaction cost by

$10

Reduce transportation

costs up to

30%

Epicor Carbon Connect

• Understand and manage Federal

Government compliance exposure

• Provide energy efficiency opportunities

• Reduce risk through rising energy prices

and compliance fines

• Increase operational cost savings and drive

business performance



Operations

Epicor MRP and CTP Management

• Componentized MRP process improves

performance: Recycle Jobs, rough cut

scheduling, auto firm horizon, and auto

release horizon

• Start minimum quantity support

• Multi-level CTP, cumulative lead time

calculations, plan as assembly, and auto

consume stock for MTO

Epicor Project Billing

• Fixed fee and T&M

• Progress claims and retentions

• Cost plus

• Charge rates for labor

• Cost pooling (GL allocations)

• Project contracts and variations

• Create multiple approval tasks for

supervisor or project manager


Operations


Epicor Sales Force Automation

• Universal person added to Contact

Management

• Quick Entry for Contact, Customer in LOQ

• Industry codes and attributes (IM, twitter, etc)

• New Confidence Factors (best, worst)

• Visibility of National A/C in BAQs

Epicor Case Management

• Sales oriented case workflows (workforce

role link)

• Quick Call accessible from the menu

• NEW: CRM user license, separate from

Office user license


Financial

Epicor Tax Connect UT

• Connects AP Invoice, Debit Memo

and Supplier Master

• Automatic Use Tax calculation based

on flexible application configuration

• Reporting and filing with appropriate

tax jurisdictions

• Planned Epicor EXTEND Solution

Epicor Petty Cash

• Employee, customer, supplier, bank,

cash and other operations

• Advances, issues, returns, pre-

payments, receipts, wages

• Tax, comments, voids, balances

• Multi-currency and revaluations

• Integration with Expenses


Financial

Epicor Asset Management

• Configurable depreciation rules

• Accelerated switch to straight line (US

MACRS/ACRS)

• Multi-currency and multi-book

• Mass maintenance and status

• Interfaces: AR, AP, PO, GL, MM, PM, IV

Epicor Contract Renewals

• Invoice contract directly at Invoice Entry

(no need for order and shipment)

• Renewal quotes and service contract

renewal at expiry

• Append and remove contract items

• Link agreements for co-terminus support


Epicor Enterprise Performance ManagementEpicor EPM Server

• Scheduled cube processing

• Localization and translation

EPM Performance Canvas

• Rich packaged content (incl. CRM)

• 21 cubes, 350 gems

• 700 measures, 1500 dimensions

Epicor Embedded Dashboards

• Support for updatable BAQs

• Easier deployment of EPM gems

• Direct publication as SharePoint 2007

ands 2010 Web Parts

• Enhanced grid management of colors,

fonts, alignment, sorting

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