Infor Strategy 2018
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"I'm on Lawson 10x, now what?" RPI Consultants presentation at MRLUG May 2018 download: https://www.dropbox.com/s/pqrthl9h75q4xxv/RPI%20MRLUG%202018.pdf?dl=0
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Infor Strategy 2018
- 1. LAWSON STRATEGY May 2018 aka “I’m on v10, now what?” Richard Leigh Stout
- 2. About RPI Infor Alliance Partner Founded in 1999 in Baltimore Nationwide practice of consultants spanning all aspects of the Infor Lawson solution
- 3. LAWSON 10x FOR THE WIN! Some easy wins you can take advantage of today
- 4. 4 MING.LE CONTEXTUAL APPS Top 3 Context Apps 1. Req to Check 2. Invoice Details 3. HR Employee
- 6. Reason Codes
- 8. Procedure Codes RQ04 – Procedure Info Flag Security PO01.5 – Procedure Info Output PO05 – Bill Codes 8 KBs 1444474 & 1449856 Watch RPI’s Bill OnlyWebinar onYouTube
- 9. Lawson Technical Roadmap Landmark 11 Plan on switching from LS as STS to ADFS within the next year LSF 10.0.10 will require ADFS (or Kerberos) Ming.le 12
- 10. INFOR DOCUMENT MANAGEMENT New to the Lawson scene Features: scan and capture, store, version control, search Integration with Infor Federation Services, IPA, ION workflow, Ming.le in-context On roadmap: document output
- 11. Landmark 11 Available for Lawson 10x for over a year now Ability to create new business classes in Configuration Console HTML5 user interface Horizontal scaling Infor Process Automation 11 REST API and Replication Sets Check compatibility and prereqs carefully before upgrading Practice the upgrade in a sandbox and keep Infor Support on speed dial “The most compelling thing about Landmark 11?” “The ability to create custom business classes hands down”
- 12. New with IPA 11 Designer now installs from server like Rich Client, enforces version checking Full administrative user interface in HTML5 “Run on Server” is back Activity Count Monitor to help prevent infinite loops User channel to initiate a flow via email or text message
- 14. “You know what this IPA song needs?” Sub Process Lawson detail transaction Social – post to Ming.le feed Infor Document Management LDAP Query “More new Nodes!” Landmark Admin – dbimport and dbexport SMS – send text message via Twilio File Access supports Amazon S3
- 16. Lawson Project Roadmap Fully leveraging Lawson 10x
- 17. “If I see one more paper PA request form I’m going to lose my sh..!” HCM Initiatives For S3 Leverage Self Service Employee and Manager Process Automation (IPA) If you have Global HR Implement Performance & Goals Implement v11 Benefits
- 18. “If I see one more paper PA request form I’m going to lose my sh..!” HCM Initiatives Global HR Prep and Planning Implement Positions Clean up Supervisor structure Organizational structure planning Identify and prioritize pain points and wish list items Meet with GHR and TA consultants for guidance Setup a Global HR Sandbox and get hands on Watch RPI’s Top 10 DIY HCM Projects on YouTube
- 19. “Tracking assets on random spreadsheets hollows the mind!” Finance Initiatives AP Automation Implement Data Capture and Imaging Invoice approvals for Service and Non-PO Invoices Learn about APIA Asset Management Project Accounting (Activities) Expand use Create Assets through AC Lease Management ASC 842
- 20. “Nothing makes the heart sing like Req Approvals!” SCM Initiatives Data Clean-up: Master Files and Transactional Requisition Center Requisition Approvals Punch-Out MSCM Get RAD EDI Optimization
- 21. “It’s easy to get up and running with Birst in your Lawson 10x environment.”
- 22. “Oh man – System Console is free?” Tech Initiatives Performance Tuning Get thee some Infor System Console Automate Lawson all user account provisioning with IPA “Yessss”
- 23. Assessment Approach • Current State Process & System Configuration Review • Future Design Recommendations • Strategic Implementation Roadmap Discovery Findings Quick Hits Recommendations Make Recommendations Collaborative discussion and prioritization Roadmap Timeline and Transition Approach Measurement and Evaluation
- 24. TRAFFIC LIGHT STATUS KEY Optimal Satisfactory Unsatisfactory Process is designed and used in an efficient and effective manner. Process design and/or operation is satisfying the functional requirement but there is opportunity to increase its efficiency and/or effectiveness with low effort. Process design and/or operation is not satisfying the functional requirement, and the opportunity to increase its efficiency and/or effectiveness will take a moderate to high effort.
- 25. • Build Tech Skills of the Future o Infor Process Automation Action Requests o Configuration Console Application Customization Security o Data Analysis – Cubes and Dimensions o HTML5 and jQuery o Infor ION • Customization Fit / Gap Analysis o Some Customizations Replaced by System Functionality Prepare for Change
- 26. Questions?
- 27. CloudSuite HCM v11 The go forward solution for Human Capital Management, available today Mature solution, many live customers Matrix Style Organization and Supervisor Structure “As of” Dating Powerful “Proxy” Manager Functionality Start Now: Define Jobs and Positions Clarify and Document Reporting Structures Document Qualifications
- 28. Moving Org Units 5/17/2018 Day 2: I’m on Lawson 10x .. now what? 28
- 29. Global HR Goodies • Position Budgeting • Employee Relations • Occupational Health Administration • Safety Management 5/17/2018 Day 2: I’m on Lawson 10x .. now what? 29
- 30. Benefits • Leverage Built in Global HR Process Automation • Significant Automation around Life Events • Open Enrollment Improvements • Increased Flexibility • Ability to incorporate instructions 5/17/2018 Day 2: I’m on Lawson 10x .. now what? 30
- 31. 5/17/2018 Day 2: I’m on Lawson 10x .. now what? 31
- 32. Talent Management • Ability to replace point solutions w/ integrated ones • Performance & Goal • Compensation Management • Talent Acquisition • Transition Management = Onboarding • Succession Planning • Case by Case basis • Can tackle in any order based on organization needs 5/17/2018 Day 2: I’m on Lawson 10x .. now what? 32
- 33. Global Ledger on a modern platform Multi-basis reporting and flexible accounting dimensions Embedded analytics and online lists Near real time OLAP updates Project Accounting (Activities) and Grant Management now core functionality Increased Auditing Extensible platform Contract Management CloudSuite Financials and Supply ManagementThe next frontier in Financials Reporting
- 34. Get Ready for CloudSuite Financials Think about Chart of Accounts Current Lawson structure, pain points, wish list What information are you trying to report on to manage your business? Attend sessions, get a demo, go to training Document business processes and customizations Purge and archive old data if moving to Cloud Get regular exercise 15 minutes, 3 times a week
- 35. Get in touch! Call, email, or visit www.rpic.com to find out how RPI can help with any of the projects we’ve talked about.
Editor's Notes
- Ever growing consulting firm Many willing and capable consultants to help you with your Lawson endeavors
- Require a reason code selection for disapproved transactions Enhance communication back to requesters and log reasons for auditing Reason codes can be defined in %LASRCDIR%\productline\prodline.lpl or click the Add Subject button under the data area in Configuration Console Not well documented or even supported outside GHR, available in Lmrk 10.1.1.recent
- New RQC Home Page – How do you enable?
- To be fair this is really applicable to Healthcare. But it’s there, easy to rollout and super helpful. Requesters (RQ04) – Added Allow Display of Procedure Info flag (Requisition Center tab). This controls whether the Procedure tab is available in RQC. The Procedure Information screens (RQ11.2, PO21.6 and RQ23.1) - Can be secured using the standard Lawson security methods. Procedure Info Output (PO01.5) is used at the PO Company level to configure which fields to output for print and EDI, and which fields to mask. This same configuration is available for specific Vendors through PO Vendor (PO10.1) and PO Vendor Location (PO10.2). The system checks PO Vendor Location (PO10.2), PO Vendor (PO10.1), and PO Company (PO01) in that order. Bill Codes can be related to PO Codes on the PO Codes setup (PO05). If you have been using PO Codes to identify Bill Only PO’s, you can now relate a Bill Code to the PO Code. The Bill Code values are: o BO - Bill Only o BR - Bill and Replace o RO - Replace Only o WO - Waste Only
- In place upgrade from Landmark 10.1.1.x is supported Custom Business Class – What does that mean?
- Runs on Windows without SharePoint Available for Lawson 10x today – prerequisites are extensive Check KB 1859277 ADFS authentication required Many usability and visual improvements
- ESS/MSS – Process Automation It’s all about GHR planning You should build your system based around the reports that you want to pull Implement Positions Clean up if already using Relationship between job and position should be one to many
- ESS/MSS – Process Automation It’s all about GHR planning You should build your system based around the reports that you want to pull Implement Positions Clean up if already using Relationship between job and position should be one to many
- If you’ve been holding off on implementing a particular module now is the time to do it. Take advantage of AP to AM Integration Activities: Expand scope CIP/WIP, capital equipment tracking, fund raising events Leverage notifications for activity end dates or percent of budget spend Create dashboards showing spend to budget, outstanding reqs and POs, KPIs, etc Integration with non-Infor capital planning and budgeting systems New lease rules in 2019
- Master Files: Item Master, IC12s, Vendor Files - go get some Rich content! Open Transactions: Dated Open PO Lines, Open Service PO Lines, Open Receipts (RNI), Open POs Headers (PO190), Dealing with Orphan Records PO25 Vendor Agreement Purge Requisition Center - Requisition Approvals Receiving Self Service Punch-Out Imaging Integration MSCM – Kanban, Cool Android Functionality
- It’s free! Lives on LSF in separate app server, monitors and alerts, shows patch levels (like LII), install is difficult but can be done in a day
- Assessments always reveal lots of opportunity and low hanging fruit Key to a useful Assessment a “actionable recommendations”
- If you aren’t on v11, why not?? Stabile mature system, third iteration, Xi platform
- Some of this functionality kind of exists in S3 but not nearly as robust… This is the HCM software Lawson and infor have been investing in for the last 10 years. Position Budgeting: In S3 it is maintained on the PA70. In GHR, you have the entire module to set up position plans by different rules Employee Relations: In S3, employee relations was limited to 1 screen for both grievances and discipline (PA59). Though this form has a lot of fields on it, it Occupational Health: Safety Management:
- Do you have a manual recruiting process powered by an Access DB? Are you paying a ton of support fees for performance reviews? Are you on a sun setting system If you are having trouble convincing others to move to v11, call us to come out and do a pre-GHR assessment
- Like GHR Modern web based user interface Role based homepages Excel Add-ins for upload, reporting, analysis
- All about understanding your reporting requirements