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Enterprise Automation in the Real World

Mar 28^th, 2024

Infor Platform Technology

Max Fisher

Product Manager

Infor

Jaime Zepeda

IT Technical / Functional Analyst

Ring Container

Go Heels!

Go Tigers!

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Join our exclusive monthly demo series and discover the Infor CloudSuite® Industrial (CSI) difference. Witness firsthand how our manufacturing software stands apart from traditional ERP solutions, delivering not just time savings, but a comprehensive upgrade to your productivity, accuracy, and workflow management.

In this month’s session, dive deep with Infor’s specialists as they explore the practical benefits of incorporating technology, streamlined processes, and skilled teams to implement automation across your enterprise. Delve into the capabilities of Infor Platform Technology, coupled with CloudSuite Industrial, to fuel continuous innovation and ROI in your business operations.

What you’ll discover:

An insightful overview of enterprise automation and its impact on optimizing business operations.
An exploration of Infor's enterprise automation ensemble, highlighting real-time use cases relevant to your business.
Stories from Infor customers who have successfully integrated our prebuilt automation flows to achieve remarkable results, including a 95% boost in productivity and a 95% reduction in customer resolution times in just days.

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This presentation reflects the direction Infor may take with regard to the products�or services described herein, all of which is subject to change without notice.�This presentation is not a commitment to you in any way and you should not rely on any content herein in making any decision.

Infor is not committing to develop or deliver any specified enhancement, upgrade, product, service or functionality, even if such is described herein. Many factors can affect Infor’s product development plans and the nature, content and timing of future product releases, all of which remain in the sole discretion of Infor. This presentation, in whole or in part, may not be incorporated into any agreement. Infor expressly disclaims any liability with respect to this presentation.

Disclaimer

Infor Platform Technology Group

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Infor Industry Cloud

Enterprise applications

Cloud platform

Cloud infrastructure

AWS Regions

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Cloudsuites

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Platform

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LN

Product Lifecycle Management

CRM System

Warehouse Management

Workforce Management

MES System

Your�Enterprise

Security & User Management

Analytics & Insights

Enterprise�Automation

Data Management

Process Intelligence

Integration /

APIs

Document Management

Artificial Intelligence / Machine Learning

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3^rd Party Cloud

On-Premise Systems

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Automation Tasks

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System Files

Web

E- Mail

Excel

APIs

OCR

Programming & Python invocation

2 Factor Authentication

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RPA Studio�

Based on Windows Workflow Foundation.
Comprehensive set of Activities.
Integrates to the Cloud Tenant via Gateway
Sub-flows that can be added via a sequence.
Test mode to run your flow.
Comes with a separate Installer of its own
Windows system support only

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Tray Assistant

RPA

RPA

RPA assistant & Agent

Infor 2021 PPT Template EXTENDED – updated | April 2021

RPA Assistant –

RPA Assistant – Plugin application installed to execute processes in an ‘Attended’ mode
Agent – Windows Service that executes the processes in an ‘Unattended’ mode.

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Management UI

RPA

RPA

Management

Infor 2021 PPT Template EXTENDED – updated | April 2021

Process – list of all published RPA flows.
Jobs – An execution instance; Its specific to a Process.

As part of the Job definition, we need to define which Device, Bot and User context should be used.

Device – Physical workstations where the job instances are executed.
BOTs a.k.a Robots represent the user session on the device where the jobn instance will run on.
Variables - Global variables with default values that can be referenced in Processes.

Mastermind - Brain behind the RPA that manages the execution plan.

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Local Machine

Server

RPA Management

Infor Document Processor

RPA Studio

RPA Recorder

RPA Assistant

RPA Agent

ION API GATEWAY

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Infor Document Processor (IDP)

Infor Enterprise Automation

Infor IDP is a complete document digitization platform.

Infor RPA uses IDP inhouse solution that provides pre and post extraction services, Extraction and analysis of text.

Ability to make a ML model and train them
Integrated with Coleman AI
Support for Opensource algorithms

Processing Tables, Forms
Pre/ Post enhancement of content
Support for PDF and images

Key-Value Pair extraction
Region of interest/ Template driven

AI/ ML based

Extraction

Document

Analysis

Text Extraction

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Infor Document Processor – New UI �Product is already generally available – Feature is Limited Availability April 2024

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What is…�Enterprise Automation?

Infor OS

INDUSTRY SPECIFIC

CLOUD SOLUTIONS

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Triggers

Rule-based

Recurrence

Input & Output

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Process Identified

Implementation

Enablement

Impact Analysis

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Invoice Processing

Proof of Delivery

Bill of Lading

Production Inventory Audit

Vendor Compliance

Customer Creation

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Invoice Processing

Proof of Delivery

Bill of Lading

Production Inventory Audit

Vendor Compliance

Customer Creation

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Bill of Lading Document Management

Infor Enterprise Automation

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Before

After automation

Customer

resolution

Signed Bill of lading document

AUTOMATION

Signed Bill of lading documents

RPA accesses documents from shared folder

RPA

Notify users about batch processing with details of any exceptions

Alert

Item recall or customer inquiry �for verification of delivered items

Two things can happen:

1) Filed away in a cabinet

2) Takes a photo and uploads it to computer or ERP Sales order (IDM)

Search file cabinet,

computer, ERP

Documents located and

sent to the customer or not located

Documents indexed and stored in IDM

IDM

Customer recall or inquiry for verification of delivered items, located online, and sent to customer

Customer

resolution

Scan documents into pdf and saved in shared folder

IDP

Extracts Order Number from PDF

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Bill of Lading Document Management �

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Post-production Inventory Audit

Before

After automation

ERP cycle count updated to

account for any missing items

Download data from LN

Automation

LN Data is replicated to the Datalake

Datalake

Missing items identified promptly, in priority, scanned or sent for repair

Confirm missing items

AI

Missing inventory persists

Plant and shop floor issues resolved

ERP cycle count updated to

account for missing items

End of Hour / Shift Audit check

Create report to show missing Inventory Item counts

Inventory audit presented in Birst report

Birst

End of Hour / Shift Audit check

AI identifies which units are missing and priorities them

Infor Enterprise Automation

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Solution Architecture

LN

Datalake

Infor AI

Identifies Missing Sequence Number
Prioritizes Importance based on

- Pricing

- Time

- Quantity of Order

Refreshed Hourly / End of Shift

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Post-production Inventory Audit �

Infor Enterprise Automation

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Infor AI and Enterprise Automation

Ring Container Technologies is a privately held, multinational corporation headquartered in Oakland, Tennessee. Focused on finding sustainable solutions for the consumer packaging industry for more than 50 years, the company has grown to be one of the largest plastic container manufacturers in North America. RAPAC is a sister company of Ring Container Technologies, a leader in eco-friendly polystyrene resins and finished products and the largest recycler of polystyrene in the U.S

HQ: Oakland, TN�Annual Revenue: $600M�Industry: Manufacturing

www.ringcontainer.com

Challenge

Paper-based and siloed bill of lading management delays, inaccurate inventory cycle count due manual post-production reporting, unable to identify post-production issues that contribute to missing/damaged items

Outcome

In under 90 days, Infor Enterprise Automation addresses manual and in-efficient processes through automatic digitization of paper-based processes and Infor AI delivers post-production insights

12K

96%

24X

Hours saved annually

Faster customer resolution

Faster inventory reconciliation

Our expansion relies heavily on these AI and Automation tools, as we don't grow with traditional resources but rather depend on leveraging advanced technologies to navigate and enhance our operations.

Michelle Kelley

Senior Director New Business Systems Piper Aircraftto

“

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Ring Container (CloudSuite Industrial Enterprise)– Post production inventory audit (AI) + Bill of Lading document management (EA)

Solutions
Infor OS (Essentials)

Key Capabilities
Infor RPA
Infor AI

ERP

Infor LN
CloudSuite Industrial Enterprise

Taking the 2 use cases collectively, approximately 12K hours saved annually, 175K saved annually

Use Case #1
Business use case – Improve efficiencies by automating and digitizing bill of lading processing

Improve productivity and customer service by automating and centralizing all documents online in IDM for fast ERP user access
Better customer service – faster customer resolution for recalls and inquiries
A bill of lading is a document that lists the goods being transported, the destination, the name of the shipper and consignee, and other important information. A bill of lading is used as a receipt of goods, a contract between the shipper and carrier, and a document of title.

Infor Solution - RPA
Data sources - LN
Users and solution workflow

Scan signed paper document and file online – 1500 documents per week across all plants
Document processed through RPA per hour or flexible schedule

IDM upload by shipment number
LN displays document in context in Sales Order, Warehouse order, and shipment

Story Outline
Why (purpose – what business problems or issues were you trying to solve with the use case? What was the situation and issues prior to this solution? How did you know these were issues? How did it hurt the business, customers, employees? Demonstrate workflow before solution - what is the downstream problem/inefficiency/issue created?

Opportunity to be more efficient removing manual, error-prone processes and error prone so employees can spend the time on more high value tasks, less mundane repetitive tasks
Paper based bill of lading documents paper manually processed differently per plant:

Manual upload to IDM, stored in file cabinets or digital documents on someone’s computer
Not easily retrievable – can take from one hour to one day to locate the document when customer calls and asks for the driver that signed for the PO ( from sales order)
Customer may not pay invoice until document is located – delayed payment or not pay if document not located
Traceability of bottles found in bill of lading document- Delays customer resolution and increases costs due to nonpayment or reshipment of goods

How (process – what Infor solutions and services help you solve these issues with the use case? Demonstrate workflow with solution – how was this better, faster, problems fixed?

Documents scanned and process by RPA at any scheduled time

Shipping number captured per document and digitized in IDM
If a customer calls regarding PO, the online bill of lading document can be easily pulled up in a few seconds through LN

What (result- how has the use case been adopted and what are the benefits and quantifiable results?)

Operational impact

Automating document processing reduces time in loading into IDM with correct metadata to link to ERP sessions

1,558 documents processed per week, 81,106 documents processed per year
Manual upload 2 min per document
Time savings = 2min*81106 =2701 hours annually

Centralizing documents in IDM reduces time to search for documents by warehouse, order, customer

receive 2,250 yearly requests for shipment documentation and 625 traceability yearly requests
Siloed paper management takes approximately 60 min of a person’s time to research and locate shipment documentation (phone calls, emails, search in file cabinet or computer) and then contact the customer , 120 min a person’s time to research for traceability (ERP search, phone calls, emails, search in file cabinet or computer) and then contact the customer
Time savings annually = 4125 hours
Cost savings = 102,390 ($15/hr

Faster customer resolution

Customer inquiry for verification of shipment from on average one hour to one minute – 96% faster resolution
Customer inquiry for recall on average 3 days to 3 hours – 96% faster resolution

Traceability (all shipments for item # for a date range) from manual search in files and computers for bill of lading taking days to hours in in shipment screen linked to documents in IDM
Search in LN for shipments for item # within a date range
All shipments this year for this item, LN lists shipment
Shipments screens bring up the bill of lading documents

Reduce costs of non-payment or reshipment when document is not located
Employee Satisfaction

More time back to do more meaningful high value tasks

Customer Experience

Happier since document located immediately and resolved

Less than 6 weeks to implement

Use Case #2
Business use case- the complete workflow that produces the desired results.

Reconcile inventory faster to improve inventory accuracy through AI and automation

Improved cycle count reduces costs– reconcile missing inventory faster and update LN to improve on-time delivery, reduce replacement costs, and optimize raw material replenishment

Receive audit automatically every hour that matches physical count against ERP count

either locate/repair item and tag or change ERP count
allows to identify patterns that require addressing plant issues

Future: AI to prioritize reconciliation based on important items first

Use case solution/products

Birst, AI

Data sources: LN (fixed scans), Factory Track (production scans)
Users and solution workflow

Warehouse, quality, and production managers receive Birst report with missing inventory on an hourly basis
Locate item and rescan or missing item or not located – reconcile number in LN

Story Outline
Why (purpose – what business problems or issues were you trying to solve with the use case? What was the situation and issues prior to this solution? How did you know these were issues? How did it hurt the business, customers, employees? Demonstrate workflow before solution - what is the downstream problem/inefficiency/issue created?

Generate LN report manually to compare physical scans with expected ERP count – 18 manufacturing sites
Time consuming and error prone to manually generate production report in Excel

Dedicate a resource to generate the report – one hour each time report was generated
Plant 43 reconciled at the end of shift – at least 3 times a day
Other plants once a day in the morning for previous day – Cant get to the item because items are boxed and stacked - easy to damage when waiting an entire day to locate the items
Huge cost of inaccurate inventory – go to ship and don’t have the inventory with short lead times – ability to deliver the best quality and accurate count of inventory to customers
Looking at MS Excel hundreds of rows of production data, it can cause errors in looking at the wrong items that need reconciliation
Unable to prioritize items to reconcile
Unable to identify patterns in audit data to detect and resolve plant production or shop floor issues that contribute to missing/damaged items – scanner issue missing every 25 items

What actionable insights are taken at the plant? identify patterns that require addressing plant issues

How (process – what Infor solutions and services help you solve these issues with the use case? Demonstrate workflow with solution – how was this better, faster, problems fixed?

Production reporting to reconcile inventory is not automated as scanned data is processed and missing units are identified and delivered through a user friendly dashboard

Scanned barcodes uploaded to data lake
Infor AI identifies which units are missing (simple calculation)
Missing units per plant generated in Birst report
Birst reporting delivered through a user friendly dashboard updated every hour and available on demand

What (result- how has the use case been adopted and what are the benefits and quantifiable results?)

Resources savings

Currently 6 plants have implemented – one hour per day savings across 6 plants is 6 hours of savings
In the future one hour per day per plant across 19 plants to automation equals 19 hours per day = 4940 hours saved annually and cost savings $74,100 ($15/hr) annually

From once-a-day to once-an-hour inventory reconciliation – 24 times faster
Operational impact

Reduce costs due to misstated inventory in LN
Easier and faster to find exceptions to improve cycle count
Identify when inventory duplicates and misstated inventory and update LN accordingly for inaccurately replenishing raw materials (replenishing resin can be costly since the pricing is constantly changing)

Employees have an automated tool to find exceptions
Less than 90 days time to value

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Benefits

Improved productivity –

from manual processes to automation

Improved cycle count –

reconcile missing inventory faster

Better customer service –

faster customer resolution for recalls and inquiries

Cost-effective digitization –

paper to online document management

Improved Job Satisfaction –

Less repetitive work

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Youtube

Infor OS

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Licensing

Technology (SaaS) – based on usage – (service limits available on docs.infor.com)

RPA (8 hours of Execution per day)
IDP (50 pages scan per day)

Content (SaaS) – annual recurring cost per content (not based on usage)

Proof of Delivery Content (ION-S-CONTENT-2)

Services (SWO) – one time / per content

Implementation

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Q & A

Infor OS

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