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Infor Analyst Overview

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Momentum
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Page 1: Infor Analyst Overview

Momentum

Discover what industry experts have to say about InforTo learn more about Infor please visit wwwinforcom

About InforInfor is fundamentally changing the way information is published and consumed in the enterprise helping 73000 customers in more than 200 countries and territories improve operations drive growth and quickly adapt to changes in business demands

59

448

200

92

In the last yearMedia coverage more than doubled (+119)

Media Activityin 32 countries

3Momentum

ldquo Infor is a force to be reckoned with It has communicated its strategy clearly and it is resonating well with its customers Now it has something to shout aboutrdquo

ldquo Infor has become a market leader in areas that customer really care abouthelliprdquo

Information AgeldquoThe Rebirth of Infor A Transformation Led by Techrsquos Coolest CharacterrdquoSeptember 25 2014

Sourcehttpwwwinformation-agecomindustrysoftware123458497rebirth-infor-transformation-led-techs-coolest-character

4Momentum

ldquo Privately held Infor is growing product sales faster than Oracle and SAP While the company is a distant third in the ERP space with $3B+ in revenues it is an underappreciated competitor in the ERP landscape and an increasingly viable alternative for disgruntled ORCLSAP Financials and Manufacturing customersrdquo

Cowen and Companyldquo Infor An Emerging Threat to Legacy Financial and Manufacturing Appsrdquo April 16 2014

SourcehttpmediainforcommarketingwebservicesemailcampaignspdfInfor_Research_Report_Cowan_and_Co_April_16_2014pdf

5Momentum

ldquo Pang predicts they will reach an lsquounmatched level in the traditional ERP marketrsquo overtaking rivals such as Oracle Corp and SAP SErdquo

Rachel Schramm in an interview with Albert Pang Apps Run the World Infor has a ldquogood shot at overtakingrdquo SAP and Oracle September 23 2014

Sourcehttpsiliconanglecomblog20140923infor-has-a-good-shot-at-overtaking-sap-and-oracle-inforum2014

6Momentum

ldquo Charles E Phillips the head of Infor said his company is lsquoessentially going all inrsquo on a cloud-based enterprise software strategy changing its compensation to sales people and offering to take all of a customerrsquos data over to AWS from their existing computers for $55000rdquo

The New York Times ldquoCloud Computingrsquos Watershed Weekrdquo March 29 2014

Sourcehttpbitsblogsnytimescom20140329cloud-computings-watershed-week_php=trueamp_type=blogsamp_ php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_r=3ampv

7Momentum

ldquo The enterprise software market will be all the richer for Inforrsquos successrdquo

Enterprise Application Consultingldquo Catching Fire in the Cloud Infor Takes on Customer Stasis Workday and Salesforcecomrdquo Joshua Greenbaum September 23 2014

Sourcehttpwwweaconsultcom20140923catching-fire-in-the-cloud-infor-takes-on-customer-stasis-workday-and-salesforce-com

8Momentum

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 2: Infor Analyst Overview

Discover what industry experts have to say about InforTo learn more about Infor please visit wwwinforcom

About InforInfor is fundamentally changing the way information is published and consumed in the enterprise helping 73000 customers in more than 200 countries and territories improve operations drive growth and quickly adapt to changes in business demands

59

448

200

92

In the last yearMedia coverage more than doubled (+119)

Media Activityin 32 countries

3Momentum

ldquo Infor is a force to be reckoned with It has communicated its strategy clearly and it is resonating well with its customers Now it has something to shout aboutrdquo

ldquo Infor has become a market leader in areas that customer really care abouthelliprdquo

Information AgeldquoThe Rebirth of Infor A Transformation Led by Techrsquos Coolest CharacterrdquoSeptember 25 2014

Sourcehttpwwwinformation-agecomindustrysoftware123458497rebirth-infor-transformation-led-techs-coolest-character

4Momentum

ldquo Privately held Infor is growing product sales faster than Oracle and SAP While the company is a distant third in the ERP space with $3B+ in revenues it is an underappreciated competitor in the ERP landscape and an increasingly viable alternative for disgruntled ORCLSAP Financials and Manufacturing customersrdquo

Cowen and Companyldquo Infor An Emerging Threat to Legacy Financial and Manufacturing Appsrdquo April 16 2014

SourcehttpmediainforcommarketingwebservicesemailcampaignspdfInfor_Research_Report_Cowan_and_Co_April_16_2014pdf

5Momentum

ldquo Pang predicts they will reach an lsquounmatched level in the traditional ERP marketrsquo overtaking rivals such as Oracle Corp and SAP SErdquo

Rachel Schramm in an interview with Albert Pang Apps Run the World Infor has a ldquogood shot at overtakingrdquo SAP and Oracle September 23 2014

Sourcehttpsiliconanglecomblog20140923infor-has-a-good-shot-at-overtaking-sap-and-oracle-inforum2014

6Momentum

ldquo Charles E Phillips the head of Infor said his company is lsquoessentially going all inrsquo on a cloud-based enterprise software strategy changing its compensation to sales people and offering to take all of a customerrsquos data over to AWS from their existing computers for $55000rdquo

The New York Times ldquoCloud Computingrsquos Watershed Weekrdquo March 29 2014

Sourcehttpbitsblogsnytimescom20140329cloud-computings-watershed-week_php=trueamp_type=blogsamp_ php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_r=3ampv

7Momentum

ldquo The enterprise software market will be all the richer for Inforrsquos successrdquo

Enterprise Application Consultingldquo Catching Fire in the Cloud Infor Takes on Customer Stasis Workday and Salesforcecomrdquo Joshua Greenbaum September 23 2014

Sourcehttpwwweaconsultcom20140923catching-fire-in-the-cloud-infor-takes-on-customer-stasis-workday-and-salesforce-com

8Momentum

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 3: Infor Analyst Overview

59

448

200

92

In the last yearMedia coverage more than doubled (+119)

Media Activityin 32 countries

3Momentum

ldquo Infor is a force to be reckoned with It has communicated its strategy clearly and it is resonating well with its customers Now it has something to shout aboutrdquo

ldquo Infor has become a market leader in areas that customer really care abouthelliprdquo

Information AgeldquoThe Rebirth of Infor A Transformation Led by Techrsquos Coolest CharacterrdquoSeptember 25 2014

Sourcehttpwwwinformation-agecomindustrysoftware123458497rebirth-infor-transformation-led-techs-coolest-character

4Momentum

ldquo Privately held Infor is growing product sales faster than Oracle and SAP While the company is a distant third in the ERP space with $3B+ in revenues it is an underappreciated competitor in the ERP landscape and an increasingly viable alternative for disgruntled ORCLSAP Financials and Manufacturing customersrdquo

Cowen and Companyldquo Infor An Emerging Threat to Legacy Financial and Manufacturing Appsrdquo April 16 2014

SourcehttpmediainforcommarketingwebservicesemailcampaignspdfInfor_Research_Report_Cowan_and_Co_April_16_2014pdf

5Momentum

ldquo Pang predicts they will reach an lsquounmatched level in the traditional ERP marketrsquo overtaking rivals such as Oracle Corp and SAP SErdquo

Rachel Schramm in an interview with Albert Pang Apps Run the World Infor has a ldquogood shot at overtakingrdquo SAP and Oracle September 23 2014

Sourcehttpsiliconanglecomblog20140923infor-has-a-good-shot-at-overtaking-sap-and-oracle-inforum2014

6Momentum

ldquo Charles E Phillips the head of Infor said his company is lsquoessentially going all inrsquo on a cloud-based enterprise software strategy changing its compensation to sales people and offering to take all of a customerrsquos data over to AWS from their existing computers for $55000rdquo

The New York Times ldquoCloud Computingrsquos Watershed Weekrdquo March 29 2014

Sourcehttpbitsblogsnytimescom20140329cloud-computings-watershed-week_php=trueamp_type=blogsamp_ php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_r=3ampv

7Momentum

ldquo The enterprise software market will be all the richer for Inforrsquos successrdquo

Enterprise Application Consultingldquo Catching Fire in the Cloud Infor Takes on Customer Stasis Workday and Salesforcecomrdquo Joshua Greenbaum September 23 2014

Sourcehttpwwweaconsultcom20140923catching-fire-in-the-cloud-infor-takes-on-customer-stasis-workday-and-salesforce-com

8Momentum

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 4: Infor Analyst Overview

ldquo Infor is a force to be reckoned with It has communicated its strategy clearly and it is resonating well with its customers Now it has something to shout aboutrdquo

ldquo Infor has become a market leader in areas that customer really care abouthelliprdquo

Information AgeldquoThe Rebirth of Infor A Transformation Led by Techrsquos Coolest CharacterrdquoSeptember 25 2014

Sourcehttpwwwinformation-agecomindustrysoftware123458497rebirth-infor-transformation-led-techs-coolest-character

4Momentum

ldquo Privately held Infor is growing product sales faster than Oracle and SAP While the company is a distant third in the ERP space with $3B+ in revenues it is an underappreciated competitor in the ERP landscape and an increasingly viable alternative for disgruntled ORCLSAP Financials and Manufacturing customersrdquo

Cowen and Companyldquo Infor An Emerging Threat to Legacy Financial and Manufacturing Appsrdquo April 16 2014

SourcehttpmediainforcommarketingwebservicesemailcampaignspdfInfor_Research_Report_Cowan_and_Co_April_16_2014pdf

5Momentum

ldquo Pang predicts they will reach an lsquounmatched level in the traditional ERP marketrsquo overtaking rivals such as Oracle Corp and SAP SErdquo

Rachel Schramm in an interview with Albert Pang Apps Run the World Infor has a ldquogood shot at overtakingrdquo SAP and Oracle September 23 2014

Sourcehttpsiliconanglecomblog20140923infor-has-a-good-shot-at-overtaking-sap-and-oracle-inforum2014

6Momentum

ldquo Charles E Phillips the head of Infor said his company is lsquoessentially going all inrsquo on a cloud-based enterprise software strategy changing its compensation to sales people and offering to take all of a customerrsquos data over to AWS from their existing computers for $55000rdquo

The New York Times ldquoCloud Computingrsquos Watershed Weekrdquo March 29 2014

Sourcehttpbitsblogsnytimescom20140329cloud-computings-watershed-week_php=trueamp_type=blogsamp_ php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_r=3ampv

7Momentum

ldquo The enterprise software market will be all the richer for Inforrsquos successrdquo

Enterprise Application Consultingldquo Catching Fire in the Cloud Infor Takes on Customer Stasis Workday and Salesforcecomrdquo Joshua Greenbaum September 23 2014

Sourcehttpwwweaconsultcom20140923catching-fire-in-the-cloud-infor-takes-on-customer-stasis-workday-and-salesforce-com

8Momentum

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 5: Infor Analyst Overview

ldquo Privately held Infor is growing product sales faster than Oracle and SAP While the company is a distant third in the ERP space with $3B+ in revenues it is an underappreciated competitor in the ERP landscape and an increasingly viable alternative for disgruntled ORCLSAP Financials and Manufacturing customersrdquo

Cowen and Companyldquo Infor An Emerging Threat to Legacy Financial and Manufacturing Appsrdquo April 16 2014

SourcehttpmediainforcommarketingwebservicesemailcampaignspdfInfor_Research_Report_Cowan_and_Co_April_16_2014pdf

5Momentum

ldquo Pang predicts they will reach an lsquounmatched level in the traditional ERP marketrsquo overtaking rivals such as Oracle Corp and SAP SErdquo

Rachel Schramm in an interview with Albert Pang Apps Run the World Infor has a ldquogood shot at overtakingrdquo SAP and Oracle September 23 2014

Sourcehttpsiliconanglecomblog20140923infor-has-a-good-shot-at-overtaking-sap-and-oracle-inforum2014

6Momentum

ldquo Charles E Phillips the head of Infor said his company is lsquoessentially going all inrsquo on a cloud-based enterprise software strategy changing its compensation to sales people and offering to take all of a customerrsquos data over to AWS from their existing computers for $55000rdquo

The New York Times ldquoCloud Computingrsquos Watershed Weekrdquo March 29 2014

Sourcehttpbitsblogsnytimescom20140329cloud-computings-watershed-week_php=trueamp_type=blogsamp_ php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_r=3ampv

7Momentum

ldquo The enterprise software market will be all the richer for Inforrsquos successrdquo

Enterprise Application Consultingldquo Catching Fire in the Cloud Infor Takes on Customer Stasis Workday and Salesforcecomrdquo Joshua Greenbaum September 23 2014

Sourcehttpwwweaconsultcom20140923catching-fire-in-the-cloud-infor-takes-on-customer-stasis-workday-and-salesforce-com

8Momentum

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 6: Infor Analyst Overview

ldquo Pang predicts they will reach an lsquounmatched level in the traditional ERP marketrsquo overtaking rivals such as Oracle Corp and SAP SErdquo

Rachel Schramm in an interview with Albert Pang Apps Run the World Infor has a ldquogood shot at overtakingrdquo SAP and Oracle September 23 2014

Sourcehttpsiliconanglecomblog20140923infor-has-a-good-shot-at-overtaking-sap-and-oracle-inforum2014

6Momentum

ldquo Charles E Phillips the head of Infor said his company is lsquoessentially going all inrsquo on a cloud-based enterprise software strategy changing its compensation to sales people and offering to take all of a customerrsquos data over to AWS from their existing computers for $55000rdquo

The New York Times ldquoCloud Computingrsquos Watershed Weekrdquo March 29 2014

Sourcehttpbitsblogsnytimescom20140329cloud-computings-watershed-week_php=trueamp_type=blogsamp_ php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_r=3ampv

7Momentum

ldquo The enterprise software market will be all the richer for Inforrsquos successrdquo

Enterprise Application Consultingldquo Catching Fire in the Cloud Infor Takes on Customer Stasis Workday and Salesforcecomrdquo Joshua Greenbaum September 23 2014

Sourcehttpwwweaconsultcom20140923catching-fire-in-the-cloud-infor-takes-on-customer-stasis-workday-and-salesforce-com

8Momentum

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 7: Infor Analyst Overview

ldquo Charles E Phillips the head of Infor said his company is lsquoessentially going all inrsquo on a cloud-based enterprise software strategy changing its compensation to sales people and offering to take all of a customerrsquos data over to AWS from their existing computers for $55000rdquo

The New York Times ldquoCloud Computingrsquos Watershed Weekrdquo March 29 2014

Sourcehttpbitsblogsnytimescom20140329cloud-computings-watershed-week_php=trueamp_type=blogsamp_ php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_php=trueamp_type=blogsamp_r=3ampv

7Momentum

ldquo The enterprise software market will be all the richer for Inforrsquos successrdquo

Enterprise Application Consultingldquo Catching Fire in the Cloud Infor Takes on Customer Stasis Workday and Salesforcecomrdquo Joshua Greenbaum September 23 2014

Sourcehttpwwweaconsultcom20140923catching-fire-in-the-cloud-infor-takes-on-customer-stasis-workday-and-salesforce-com

8Momentum

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 8: Infor Analyst Overview

ldquo The enterprise software market will be all the richer for Inforrsquos successrdquo

Enterprise Application Consultingldquo Catching Fire in the Cloud Infor Takes on Customer Stasis Workday and Salesforcecomrdquo Joshua Greenbaum September 23 2014

Sourcehttpwwweaconsultcom20140923catching-fire-in-the-cloud-infor-takes-on-customer-stasis-workday-and-salesforce-com

8Momentum

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 9: Infor Analyst Overview

ldquo All this has been mostly stealth operating during Philliprsquos tenure but hersquos ready to tell the world and grab even more market share Now with his staff aligned 69 new products 1904 new features and 2001 customer enhancement requestsmdashup more than 70 from the previous yearmdashPhillips is confident that Infor has the steak along with the sizzle His goal now We want to change the way people workrdquo

Fast CompanyldquoMeet Inforrsquos Charles Phillips CEO of the Worldrsquos Largest Startuprdquo November 1 2012

Sourcewwwfastcompanycom3002566meet-infors-charles-phillips-ceo-worlds-largest-startup

9Momentum

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 10: Infor Analyst Overview

ldquo Infors release last week of its CloudSuite Financials product linemdasha horizontal group of written-from-scratch applicationsmdash will likely trigger a wave of new innovation and product release activity from competitors over the next year or sordquo

ZDNetldquoWhy Inforrsquos CloudSuite heralds innovation wave in the financial software marketrdquo Brian Sommer September 22 2014

Sourcehttpwwwzdnetcomwhy-infors-cloudsuite-heralds-innovation-wave-in-the-financial-software-market-7000033917

10Momentum

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 11: Infor Analyst Overview

ldquo With more than 70000 customers in nearly 200 countriesmdashamong them Ferrari Boeing and Heinekenmdashand 13000 employees Infor rang up $28 billion in revenue last year sometimes at the expense of Oracle and SAPrdquo

USA TodayldquoCharles Phillipsrsquo Comeback Means Competition for OraclerdquoApril 21 2014

Sourcehttpwwwusatodaycomstorytech20130421infor-oracle-sap-enterprise-software-charles-phillips2074225

11Momentum

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 12: Infor Analyst Overview

ldquo Infor hasnrsquot had a high profile in the industry but has steadily been winning clients and now has 70000 customers for its various ERP HCM PLM and other top-line enterprise applications Now it is delivering these not only in the cloud but has announced industry-specific applications for a wide-range of industriesrdquo

ZDNet ldquoFourteen game-changing enterprise products for 2014rdquo April 20 2014

Sourcehttpwwwzdnetcomfourteen-game-changing-enterprise-products-for-2014-7000027861

12Momentum

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 13: Infor Analyst Overview

ldquo I am consistently impressed by Inforrsquos dedication to rethinking how enterprise applications workrdquo

Diginomicaldquo Inforrsquos Chief Creative Officer Really Believes Enterprise Software Can Be Beautifulrdquo

September 25 2014

Sourcehttpdiginomicacom20140918infors-chief-creative-officer-really-believes-enterprise-software-can-beautifulVCmpJ_ldX6d

ldquo It is clear what Infor is trying to achieve and how it wants customers to get there The visibility into Phillipsrsquo vision is impressive and the direction is well definedrdquo

Diginomicaldquo Inforum14 Will Slow and Steady (and Beautifully Designed) Win the Racerdquo

September 16 2014

Sourcehttpdiginomicacom20140916inforum14-will-slow-steady-beautifully-designed-win-raceVCwua_ldX6e

13Momentum

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 14: Infor Analyst Overview

ldquo Though Infor is a distant No 3 enterprise-software supplier behind Oracle and SAP Phillips 54 has quietly retooled the companyrsquos software brought in new management and not surprisingly done some big dealsrdquo

FORTUNESeptember 2 2013

14Momentum

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 15: Infor Analyst Overview

ldquo Mr Phillips and his team have made a huge change at Infor both in terms of business strategy and execution Improved products and customer wins have provided positive resultsrdquo

ARC Advisory GroupldquoInfor Innovation Summit Cloud Firstrdquo Ralph RioMay 8 2014

Sourcehttpwwwarcwebcomstrategy-reports2014-05-08infor-innovation-summit-cloud-firstaspx

15Momentum

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 16: Infor Analyst Overview

ldquo Infor is skillfully leveraging its wide portfolio of technology people partner and customer assets to go the ldquolast milerdquo in many sectorsrdquo

Deal ArchitectldquoInfor Itrsquos a vertical world after allrdquoVinnie Mirchandani April 16 2014

Sourcehttpdealarchitecttypepadcomdeal_architect201404infor-its-a-vertical-world-after-allhtml

deal architect

16Momentum

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 17: Infor Analyst Overview

ldquo Former VPs from SAP and Oracle are joining Infor as the software powerhouse makes a sales push in its technology and cloud divisionsrdquo

ZDNet ldquoInfor nabs Oracle SAP alums to lead sales pushrdquo May 16 2014

Sourcehttpwwwzdnetcominfor-nabs-sap-oracle-alums-to-lead-sales-push-7000029555

ldquo Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise softwarerdquo

ZDNet ldquoInfor CEO Phillips Talks Cloud UI and Industry Focusrdquo April 17 2014

Sourcehttpwwwzdnetcominfor-ceo-phillips-talks-cloud-ui-and-industry-focus-7000028508

17Momentum

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 18: Infor Analyst Overview

ldquo Inforrsquos claim to fame has always been specialization and uses this approach innovatively to make inroads in a highly competitive marketrdquo

InformationWeekldquoInfor bets on user friendly design to disrupt enterprise applications marketrdquoDecember 18 2013

Sourcehttpwwwinformationweekininformationweeknews-analysis286779infor-bets-user-friendly-design-disrupt-enterprise-applications-market

18Momentum

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 19: Infor Analyst Overview

ldquo The remarkable part is that Infor is the firstmdashand so far the onlymdashenterprise application vendor to deploy complete transactional application in production on a public cloud (here AWS)rdquo

ldquoInfor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquoHolger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

19Momentum

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 20: Infor Analyst Overview

ldquo Business software leaders Oracle and SAP face a number of fast-growing young rivals but privately held Infor deserves a prominent place among the competitionrdquo

Investorrsquos Business DailyldquoInfor seen emerging as tough rival to Oracle and SAPrdquo June 4 2014

20Momentum

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 21: Infor Analyst Overview

ldquo Infor is unique in that they have an internal creative agency Hook amp Loop which is tasked with changing the overall experience of the software and making it more easy to use modern and functional The influence of Hook amp Loop extends through the software to the marketing and into the design of Inforrsquos office itselfrdquo

Aberdeen Blog ldquoInfor Innovates their User Experience with Hook amp Looprdquo Nick Castellina April 17 2014

Sourcehttpblogsaberdeencomenterprise-applicationsinfor-innovates-their-user-experience-with-hook-loop

21Momentum

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 22: Infor Analyst Overview

ldquo As we know it can be extremely challenging for any company with a large customer install base to implement such sweeping changes to their product and the effort and skill Infor has dedicated to these projects is commendablehellipWe recommend that manufacturing executives that are current Infor customers or prospects devote time and effort to educating themselves on the changes Infor has made to their applications over the last three yearsrdquo

LNS ResearchldquoThe New Infor What Should Manufacturers ExpectrdquoMay 1 2014

Sourcehttpbloglnsresearchcomblogbid197193the-new-infor-what-should-manufacturers-expectsource=Blog_Email_5bThe20New20Infor3A20What205d

22Momentum

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 23: Infor Analyst Overview

ldquo Inforrsquos investments are essential to the transition manufacturers should make in modernizing their applications and their enterprise architecturerdquo

IDCldquoInforrsquos 2014 Approach to Serving ManufacturingrdquoDoc MI249526 June 2014

23Momentum

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 24: Infor Analyst Overview

ldquo Forget what you used to think about Infor During his three years as its CEO Charles Phillips has injected ambition and an attention to detail into the former software aggregator that he promises will bring lsquobeautyrsquo to everything it doesrdquo

Human Resource Executive Online ldquoNot Your Fatherrsquos Infor or Lawsonrdquo Bill KutikApril 28 2014

Source httpwwwhreonlinecomHREviewstoryjhtmlid=534357034

Human Resource

24Momentum

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 25: Infor Analyst Overview

ldquo The company has invested wisely in re-engineering the product line and the underlying architecture to improve the applicationsrsquo performance and reduce the cost of ownershiprdquo

Ventana Research ldquoInfor at the End of the BeginningrdquoMay 04 2014

Source httpventanaresearchcomblogcommentblogaspxid=4401

25Momentum

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 26: Infor Analyst Overview

ldquo If Infor keeps up the momentum CEO Charles Phillips could successfully position the company as a go-to cloud-based ERP vendor that the likes of Oracle and SAP will need to take seriouslyrdquo

ZDNetldquoInfor begins industry-specific CloudSuite rolloutsrdquoApril 8 2014

Sourcewwwzdnetcominfor-begins-industry-specific-cloudsuite-rollouts-7000028204

26Momentum

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 27: Infor Analyst Overview

ldquo Inforrsquos commitment to an open source stack is another key piece of its strategy to disrupt its main competitors (SAP Oracle) reducing and challenging their steady technology license streamsrdquo

ldquo Infor runs CloudSuite on AWS ndash inflection point or hot air balloonrdquo Holger Mueller Vice President and Principal Analyst Constellation Research Inc March 31 2014

Sourcehttpswwwconstellationrcomcontentinfor-runs-cloudsuite-aws-inflection-point-or-hot-air-balloon

27Momentum

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 28: Infor Analyst Overview

ldquo The apps of today are becoming more advanced and interactive as companies like Infor continue to push the boundaries of design and usability marking a crucial advancement in our experiences with mobile technologyrdquo

Computer Business ReviewldquoHow to Make Software that People Will LoverdquoSeptember 18 2014

Source httpwwwcbronlinecomnewstechsoftwareenterprise-appshow-to-make-software-that-people-will-love-4376527

28Momentum

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 29: Infor Analyst Overview

ldquo Perhaps the biggest change has come from Infor which has moved its entire application stack to open source software and now offers its products both on-premises and as a cloud service hosted on Amazon Web Servicesrdquo

PC Magazine ldquoHow the Cloud Changes Enterprise Techrdquo April 24 2014

Sourceforwardthinkingpcmagcomnone323009-how-the-cloud-changes-enterprise-tech

29Momentum

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 30: Infor Analyst Overview

ldquo Although other large software vendors like SAP have embraced this kind of design thinking the extent to which Infor is retooling both products and corporate culture around design appears unrivaled among companies of its sizerdquo

ZDNet ldquoInfor and No Fugly Software Design as a Competitive WeaponrdquoMichael Krigsman April 27 2014

Sourcewwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

30Momentum

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 31: Infor Analyst Overview

ldquo Charles Phillips is approaching his third anniversary at the helm of Infor and in that time the company has notched a long list of accomplishments Infor spent $2 billion acquiring ERP rival Lawson Software in 2011 and the companyrsquos venture capital backers have since injected another $1 billion for smaller tuck-in acquisitions and a complete revitalization of a portfolio of enterprise apps spanning financials human capital management enterprise asset management supply chain management product lifecycle management CRM and multiple ERP systems including Hansen LN M3 SyteLine SXe and S3rdquo

InformationWeekldquo Oracle veteran Charles Phillips says business users expect enterprise app agility mobility and consumer-grade interfaces But is IT on boardrdquo

November 21 2013

Sourcehttpwwwinformationweekcomsoftwareenterprise-applicationsinfor-ceo-charles-phillips-talks-enterprise-appsdd-id898945print=yes

31Momentum

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 32: Infor Analyst Overview

ldquo Charles Phillips has successfully positioned Infor as the go-to ERP vendor to get specific industry micro-vertical functionality and if he can transition that positioning into the cloud with subscription-based pricing thatrsquos a threat that Oracle SAP and Microsoft will have to take seriouslyrdquo

ITJungle ldquoInforrsquos CloudSuite for AWS What it Means to IBM I Customersrdquo April 1 2014

Sourcehttpswwwitjunglecomfhsfhs040114-story03html

ITJungle

32Momentum

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 33: Infor Analyst Overview

ldquo A company with 13500 employees may not sound like a start-up but itrsquos that disruptive approach that has had Infor knocking on the door of softwarersquos biggest playersrdquo

InformationAgeldquoInfor a treat In the boardroom with Duncan Angoverdquo March 7 2014

Sourcehttpwwwinformation-agecomindustrysoftware123457784infor-treat-boardroom-duncan-angove

33Momentum

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 34: Infor Analyst Overview

ldquo Infor got its start in 2002 and remains a private company It is known for its ERP products but focuses on supply chain management and customer relations as well The company has over 12000 employees and has acquired numerous enterprise companies since it startedrdquo

ZDNet ldquoSeven upstarts to watch in enterprise appsrdquo May 1 2014

Sourcehttpwwwzdnetcomseven-upstarts-to-watch-in-enterprise-apps-7000028988

34Momentum

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 35: Infor Analyst Overview

ldquo But to my knowledge there is no comparably large software vendor attempting to transform itself with design to this degree For Infor design transformation is a strategic priority for its senior executivesrdquo

ZDNet ldquo Infor and lsquoNo Fugly Softwarersquo Design as a competitive weaponrdquo Michael Krigsman April 27 2014

Sourcehttpwwwzdnetcominfor-and-no-fugly-software-design-as-a-competitive-weapon-7000028590

35Momentum

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 36: Infor Analyst Overview

ldquo hellipthey have some of the most amazing UI I have seen for enterprise software in many years if not ever Mobile desktop tabletndashall well covered and retaining the main attributes of the interfaces The ability to build and modify interfaces easily also supports the move to adopt mobile as the leading platform by most organizations All in all definitely a key differentiator for them if not the bestrdquo

thinkJar ldquoInfor The Teenagerrdquo Esteban Kolsky April 22 2014

Source httpestebankolskycom201404infor-the-teenager

36Momentum

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 37: Infor Analyst Overview

National TV appearances

Infor CEO Charles Phillips discussed Inforrsquos growth and the overall health of the technology sector on Fox Business Networkrsquos ldquoOpening Bell with Maria Bartiromordquo on May 16

Charles Phillips sits in as a guest host for ldquoBloomberg Surveillancerdquo in January his second time guest hosting on the network

37Momentum

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 38: Infor Analyst Overview

Infor products named leaders in Nucleus Value Matrix

ldquo There is nothing lsquomagicrsquo about the Nucleus Value Matrix which measures value based on usability and functionality Three Infor products showed great value and momentumrdquo

Rebecca WettemannVice President of Research Nucleus Research

38Momentum

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 39: Infor Analyst Overview

Traffic to inforcom

FY14 FY13 FY12

June

200000

220000

240000

260000

280000

300000

320000

340000

360000

380000

400000

420000

July August September October November December January February March April May

FY14

28increase in visits

FY13

20increase in visits

39Momentum

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom

Page 40: Infor Analyst Overview

641 Avenue of AmericasNew York NY 10011800-260-2640 | inforcom


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