Reducing Time to Quote for Engineered Orders Scott Estness – IT Portfolio Manager, IT Business Partnership Rockwell Automation Chetan Singh – Engineering Architect, SAP America Session ID# 5539

2 AGENDA Solution & Next Steps Reducing Time to Quote for Engineered Orders Background Information

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. $6.3B Leading global provider of industrial power, control and information solutions 3 Serving Customers for 113 Years  Technology innovation  Domain expertise  Culture of integrity & corporate responsibility  Trading Symbol ROK  World Headquarters Milwaukee WI at A GLANCE 22,000 EMPLOYEES LOCATIONS COUNTRIES Fiscal 2015 Sales 20+ INDUSTRIES

WHAT MAKES OUR BUSINESS MODEL CHALLENGING Breadth of Product Offering – Products; Make to Stock / Make to Order / Configure to Order / Engineer to Order – Software Sales – Services (Customer Support / Training / Asset Management / Repair/Re- Manufacture) – Solution Sales incorporating all of the above – Partner with other companies to provide the “Connected Enterprise” Complexity of Sales Channel – Distribution centric US sales model – More of an End User sales model in EMEA – Very complex pricing / territory management rules 4

ROCKWELL SOFTWARE, COMPONENT AND VISUALIZATION PRODUCTS 5

6 Control Products ROCKWELL CONTROL, SOLUTION & SERVICES PRODUCTS Solutions Services Power Control Components Variable Frequency Drives Asset Management Remote Support Training Engineering & Technical Motor Control Centers Information Systems Drive SystemsCustom Panels System Integration Logic Control ComponentsConsulting Industrial Components (IC) LV Drives (DST) Medium Voltage Drives (MV) Low Voltage Motor Control Centers (MCC) Systems and Solutions Business (SSB) Customer Support and Maintenance (CSM)

7 AGENDA Solution & Next Steps Reducing Time to Quote for Engineered Orders Background Information

SAP BASE IMPLEMENTATION AT ROCKWELL SAP Program Start US Manufacturing, SCM, PLM, FIN, HCM CRM Order Mgmt & Distribution Engineer to Order Products & Solutions Global / Regional Deployments Begin SAP Upgrade All Systems SAP Base Installed Single global SAP instance ECC 7.4 SP5 EHP7 core (FIN / SCM / PLM / HCM) New Dimension (CRM / SRM / GTS / MDM / Portal / Netweaver / BI/BW & BO ) 8,300 medium & high active users 16 production SAP systems 46 TB production databases Top 5% in solution complexity benchmark Single global SAP instance ECC 7.4 SP5 EHP7 core (FIN / SCM / PLM / HCM) New Dimension (CRM / SRM / GTS / MDM / Portal / Netweaver / BI/BW & BO ) 8,300 medium & high active users 16 production SAP systems 46 TB production databases Top 5% in solution complexity benchmark

ENVIRONMENT & USER CHALLENGES Production Landscape was 3 years behind latest SAP release – Team focused on completing base global rollout – Limited functional changes allowed as part of Releases – Latest SAP functionality not available – Many Production issues causing business disruption SAP User Perception – Unhappy with ECC UI Look and feel; Intuitiveness of screens; Process flows; Rigidity – Unhappy with timeframe to implement changes 6-9 month major release schedule; Restricted monthly moves Limited agility for business to manage rules / workflows – Hard to find SAP Solution Expertise SAP product offering is very large Hard to keep up with latest offerings 9

BUSINESS USE CASE : QUOTATION MANAGEMENT 10 Maintenance $415k in 2015 & 2016, $915K thereafter 166 IT changes made in two-year period 60 day waiting period for implementation 50 users added to systems monthly IBM Maintenance Renewal and 2017 Hardware Refresh Unstable Environment Risk of System Outage and Data Loss to 2200 Global Users Data Corruption to ADB in 2013 resulted in 572 hours of rework No realization of productivity and collaboration goals Duplication of Data Entry Processing time between multiple systems Missing Sales Involvement potential Unable to implement system related productivity updates Cost Productivity Current State

Strong Voice of References Enterprise-wide Solution for a Variety of Workflow Needs RECOMMENDED SOLUTION 11 Productivity Updates and Maintenance To Workflow Changes BU-owned Creation & Ease of Deployment, Connectivity to Multiple Systems SAP and Non-SAP Drive Auto-compliance from Sales to Delivery Process KPI & Reporting Adoption Rate User Efficiency and Productivity Integrated Process Agility Visibility & User Experienc e Enterprise Application Future State

EVERY SECOND COUNTS Video

BUSINESS OBJECTIVES Reduced Time-to-Quote increased visibility for all stakeholders to track an opportunity through its entire lifecycle more robust workflow / notifications and task tracking capabilities increased system availability and performance decreased non value add wait times increased sharing of secure information among participants; Contracts & Negotiations, Legal, High Risk Applications, Finance, Credit, Businesses, Sales Reduced Cost-to-Quote reduced labor hours for preparing the quotation reduced labor hours for system maintenance elimination of duplicate data entry Increased Engineered To Order (ETO) Sales improved collaboration to derive the best solution and accurate pricing improved visibility to enable timely analysis and decision-making fewer losses attributed to Proposals missing due dates

REQUESTED CAPABILITIES BY BUSINESS Business Updateable Forms / Questionnaires – General questions controlled by business – IT involvement necessary when connecting to other applications Business Controlled Process Workflow – Minimize IT involvement “My Workspace” concept for users Real Time Process Monitoring – Drillable Process Metrics Collaboration Space – Document management – Calendaring and meeting minute logging 14

15 AGENDA Solution & Next Steps Reducing Time to Quote for Perfectly Engineered Offers Background Information

PROPOSED HIGH LEVEL SOLUTION Quote Request Form Opportunity Creation My workspace Initiate Document Management Meeting Collaboration Collaborate Oppty Generation Request Quote Generation Request Review Cycles Process Opportunity / Quote Monitoring KPI’s Monito r / Report 16 Process Orchestration (Includes BPM, BRM, PI) Report Generation & Dashboards SharePoint Fiori, SAP Product Lifecycle Management for Insurance 3.0

WHAT IS DRIVING INNOVATION ? MS Excel + Lotus Notes Innovation Fiori / SAP UI Applications, Business Workflow, Mobile Capabilities

CO-INNOVATION WITH SAP  Questionnaire capability : Configurable, rule based forms to collect information Can be extended by business administrators Easy to integrate with other application

NEXT STEPS Proof of Concept Pilot Implementation Full Implementation and Rollout Delivered in SAP Hosted Environment Prove out Base Functionality Allow users to “Test Drive” Define target solution architecture & scope Focus on business critical use cases Mitigate remaining high risk solution requirements Implement solution in Rockwell QA environment Define requirements for all business use cases Full Production Implementation Validation of benefits realization Validation of single source of truth reporting Decommissioning of legacy system

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