COMP-13 Running your Business Intelligently Kevin Rosell, Epicor Sr. Product Manager Moderator: Jim Lundy, Progress

Agenda Introduction Customer: Epicor Summary The animated yellow box maybe used to highlight the topic you are discussing COMP-13, Running Your Business Intelligently

Customer Profile Epicor Founded 1984 Revenues: $226M California based; global reach Delivering SW solutions to mid-market Industry solutions for manufacturing, distribution, hospitality, financial services, and others vertical markets COMP-13, Running Your Business Intelligently

Agenda Slide Introduction Case: Epicor Summary The animated yellow box maybe used to highlight the topic you are discussing COMP-13, Running Your Business Intelligently

Epicor’s VBI Vantage Business Intelligence Powered by CorVu Presented by Kevin P Rosell Senior Product Manager

Business Intelligence Requirements & Strategies Information Delivery, Access & Navigation Tools for examining the business – “what happened” Historical and Current Data Access Tools for understanding the business – “why did it happen” Analytical Exploration & Reporting Tools for planning the business – “what will happen” Ease of use and Ready-to-Go Tailored for your business "The essence of intelligence is skill in extracting meaning from everyday experience." ~ unknown Anyone can hold the helm when the sea is calm. - Publilius Syrus Knowledge is the antidote to fear. Ralph Waldo Emerson - Fear - Although that may sound rather trite, it is, in fact, the heart of the issue. As corporate data proliferate, businesses need to extract every bit of value from it without the expense and delay of having the IT department write custom programs for every request. And that's where business intelligence software comes in. Under ideal conditions, BI applications allow employees to write a query and print a report from their own desk. By Bill Snyder TheStreet.com Staff Reporter "Quality is never an accident; it is always the result of an intelligent effort." ~ John Ruskin (1819-1900)

BI Objective for Vantage Turn Key Operation Quick ROI Ease of Use Functional / Powerful Application Strong Partnership

Epicor’s Turn-Key BI Solution VBI (Vantage Business Intelligence) Corvu’s CorBusiness v5.0 252 Delivered Objects Knowledge Library Schedulers Personal and Corporate Menus Development / Production Directories

Epicor’s Turn-Key BI Solution

Epicor’s Turn-Key BI Solution

Epicor’s Turn-Key BI Solution Order & Sales Analysis Epicor’s Turn-Key BI Solution

E p i c o r ’s T u n - K e y B I S l t

Epicor’s Turn-Key BI Solution Shipping Analysis Epicor’s Turn-Key BI Solution

E p i c o r ’s T u n - K e y B I S l t

Epicor’s Turn-Key BI Solution

E p i c o r ’s T u n - K e y B I S l t

Epicor’s Turn-Key BI Solution What worked Using Corvu and Progress education classes until we had a critical mass Adding our own classes Not to the exclusion of Corvu Classes Our class is VBI delivered object specific Having dynamarts in all the functional areas Sales to Financial to Manufacturing Hottest module for the CAMs to sell Penetrated 20% of customer base

Epicor’s Turn-Key BI Solution What worked Delivered local and corporate menus Consistent menu structure Sqy to user functionality Demos with customer data

Epicor’s Turn-Key BI Solution What worked Complex Queries Can get any data/info needed out of DB New 5.0 Release User Interface / Metaphors Quick Reports Environments Partnership with Corvu and Progress

Epicor’s Turn-Key BI Solution What did not work “End all” and “be all” queries Large customer performance issues Single scheduler file for 252 objects Have now created period specific schedulers Daily Weekly Monthly Yearly Report Writer as RB replacement

Epicor’s Turn-Key BI Solution Challenges 2 Platforms Progress and sql databases Moving to OpenEdge™ 10 ODBC Knowledge Library Updates Multi-platform

Epicor’s Turn-Key BI Solution Some additional screen shots

Key Benefits for Vantage Turn Key Customer Operation Quick ROI Increased Application Value/Function Maintain Ease of Use 1st Place Software American Electronics Association 2005 Award Innovative Product/Technology

Agenda Slide Introduction Case: Epicor Summary The animated yellow box maybe used to highlight the topic you are discussing COMP-13, Running Your Business Intelligently

Conclusions Competitive advantage Increased application value Customer & Partner Benefits Competitive advantage Increased application value Meet customer needs for functionality Increased customer satisfaction and loyalty COMP-13, Running Your Business Intelligently

Questions? COMP-13, Running Your Business Intelligently

Thank you for your time! COMP-13, Running Your Business Intelligently

COMP-13, Running Your Business Intelligently