About Epicor Epicor is a global leader delivering business software solutions to the manufacturing, distribution, retail, hospitality, and services industries. Founded in 1984, Epicor serves 20,000 customers in more than 150 countries, providing solutions in over 30 languages.

Epicor EPM Performance Canvas

Epicor EPM Performance Canvas

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Business User

Traditionally the business user has only had the possibility to view and do limited drilldowns in the Web and portal-based Dashboard and Scorecard. Epicor EPM Performance Canvas extends what a business user can achieve without understanding and of the traditional "BI lingo". Without any in-depth knowledge of OLAP, Cubes, Measures, or Dimensions a business user will in 15 minutes be able to:

• Use a Dashboard/Scorecard to analyze a business situation, comment and communicate to initiate action.

• Create a new drillable Performance Dashboard/ Scorecard based on the defined business terms using nothing but a web browser responding a new emerging business need where there was no previous dashboard solution.

• Save this Performance Dashboard/ Scorecard and give other users access to it by emailing a simple link.

• Publish the same Performance Dashboard for mobile use in their cell phone or BlackBerry and send the link to the device as a bookmark and to a colleague as well.

Epicor Business User Capabilities

Without any specific BI knowledge and less than one hour education on the system an Epicor Business User is able to:

• View, Drill Down, Sort and use the advanced business analyst capabilities of the Epicor EPM Performance Canvas Dashboards and Scorecards.

• Communicate and collaborate on the findings and views in the dashboard through annotations and Microsoft Office System integration.

• Search through thousands of dashboard combinations using just the free text search capability of the Enterprise search system.

• Publish and use dashboard on his/ her mobile device of choice.

• Create a powerful Performance Dashboard without technical knowledge.

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Collaboration

Epicor believes collaboration is key to the active use of Business Intelligence. Knowledge is created and refined through the interaction of Business People

Living Business Gems

A Mashboard, Dashboard, or Scorecard in Performance Canvas is made of Business Gems. These Gems include collaboration facilities where any business user may comment and discuss findings and possible actions. The Gems themselves are completely integrated with Microsoft Office® and you can easily e-mail or export data or graphs to Microsoft

Excel® and Microsoft PowerPoint®.

The Mashboard Interaction Advantage

Through the powerful Mashboard concept each Dashboard, Mashboard, and Scorecard may contain dedicated elements for interaction and collaboration. These include document wikis, chatter-style collaboration elements, and textboxes.

Searching for Intelligence

The unique search engine in Performance Canvas indexes the collaboration as well as the data and the intersections in between the two. All of this is accessible from the outside and is easily integrated into any company search solution.

Epicor EPM Performance Canvas

The New Epicor EPM Performance Canvas launched in 2008 means a huge step forward in what a ordinary business user can achieve without any in depth knowledge of OLAP, Cubes, Measures, Dimensions,

and other BI lingo. In 15 minutes a business user is able to:

• Analyze the business situation, comment and communicate to initiate action.

• Find relevant data using standard search technologies like Microsoft Enterprise Search or Google Enterprise Search.

• Create a new drillable Performance Dashboard/ Scorecard based on the defined business terms using nothing but a Web browser responding to a new business need.

• Save this Performance Dashboard/ Scorecard and give other users access to it by e-mailing a simple link.

• Publish the same Performance Dashboard for mobile use in their cell phone or BlackBerry and send the link to the device as a bookmark and to a colleague as well.

All of this is done maintaining the core values of real Business Intelligence solutions:

• Extremely high performance powered by the industry's leading OLAP/UDM engine and Business Intelligence infrastructure - Microsoft SQL Server 2005 Analysis Services.

• One version of the truth used by all information workers in the organization.

• Fully using and leveraging the open standards for Business Intelligence giving unparalleled possibilities in consistent integration of business data by business professionals.

Epicor EPM Performance Canvas Fulfilling Epicor’s Delivery Promise for Business People—Using Business Terminology

The Performance Canvas is built from the ground up to meet the demand for growing and widespread use of Performance tools throughout the organization. Have a look at what the new Performance Canvas does for the Business User, the Advanced Business User (or the Excel-Wiz) and the Business Intelligence Professional.

Immediate Value

For each user category using Epicor EPM will shorten the time-to-performance to its minimum, thereby improving the responsive of every part in the use of BI technology throughout your organization.

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Use It Wherever You Work

The different canvases bring BI into every part of your work. BI is now a part of your Microsoft SharePoint, Vista and Office experiences, as well as omnipresent in Web 2.0, for Mobile users and in your Enterprise Search system of choice for easy text search access.

Action, Communication, and Collaboration are Key

Almost every task assigned to an information worker involves three phases: 1) Collecting the relevant information for the task, 2) Performing some intellectual work (often a collaborative effort) and, 3) Performing some type of action as result of second phase—such action almost always involving communication and collaboration. While most BI tools focus on the first phase, Epicor EPM Products are designed from the start with a bias towards Action, Communication, and Collaboration to increase organizational performance addressing all three phases.

Advanced Visualization

Performance Canvas visualizations are integrated and created using as a part of the Business Gems which creates the Canvas. All visualizations are crisp, clean, and communicative. For special purposes where additional graphics customization is needed a full set of customizable Flash based graphs are offered as an alternative.

Heatmaps, Sparklines, and Gauges

Small sparkline graphs are used to keep visualizations dense and effective in tables and mobile devices as well as performance mashboards and dashboards. Heatmaps are effective in communicating and understanding relationships and identifying underperforming parts of the business. The new advanced flash gauges gives the full design flexibility needed to create exactly the look-and-feel you want in the dashboard showing company status on a large screen at the reception desk of the company.

Mashboard—The Fourth Generation Dashboard

Epicor EPM Performance Canvas 9.05 goes beyond the third generation dashboards created in Performance Canvas 9 in many ways. The key component in this is the advent of mashboards. Third generation dashboards were categorized by:

• Native Web and self-service

• Merging the disciplines of Performance Management and Business Intelligence

• No training required

• Can be used to create strategic, tactical and operational multi-level scorecards

What is a Mashboard?

In addition to this—the distinguishing factors between a third generation performance dashboard and the fourth generation dashboard, also called a mashboard are:

• Native integration of business intelligence information from inside and outside the company in both text, numeric, graphical and multi-media formats.

• Business Process, Project or Organization focused mashboards through embedded multi-mode delivery in Web 2, mobile, inside portals and applications using permalinks and SOA integration.

• Cloud BI for limitless integration of business intelligence data, computing resources, and best practices.

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Scorecards on a Canvas

Performance Canvas scorecards are much more than just scorecards. Natively integrated with SQL Server KPI definitions the scorecards in a natural design element with in gems and on a canvas. Performance Canvas never imposes any artificial limitations between dashboards and scorecards!

Scorecards, Dashboards, and Mashboards

Performance Indicators, KPIs are elements that should be used in context. Using the unique fourth generation mashboard capabilities of Performance Canvas the scorecards are no longer confined to the theoretical space of business modeling.

This gives full power of see-thru scorecarding where strategic objectives are visually chained together with business realities such as today's market rate for the customer currently in focus.

Integrated Analytics

Performance Canvas Analytics is available to every user of the system as a zero-footprint Web application. It is easy to use for anyone familiar with common desktop applications like Microsoft Excel. The analytics gives any dashboard or mashboard additional depth through virtually limitless possibilities of further understanding of data and root causes of any information displayed.

Key Features

Performance Canvas Analytics boosts the following key features:

• Always available. Any gem, graph, or table is pre-enabled for analytics which is easily launched through a mouse click.

• Administrator control. The access to Analytics is controlled and can be limited by role.

• Pivot table simplicity. Performance Canvas analytics has the familiar look-and-feel of a pivot table.

• Save, share, and collaborate. Any analyses can be saved and opened later for continued work and analyses. The saved analyses are easily shared (each having the own unique URL) and supports collaboration.

• Save as Gem. Advanced Business Users my save the created analyses as Gems that may later be re-used on any dashboard, mashboard or scorecard.

• Save as Excel. For more advanced analysis needs the results can easily be saved in Microsoft Excel.

Mobile Analytics for iPhone, Berries and Android

Key Features

Performance Canvas Mobile Analytics boasts the following key features:

• Always available. All of your data available for ad-hoc access in your pocket. Anywhere.

• Administrator control. The access to Mobile Analytics is controlled and can be limited by role.

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• Pivot table simplicity. Performance Canvas Mobile Analytics is as easy to use as a pivot table.

• Save as Gem. Advanced Business Users may save the created analyses as Gems that may later be re-used on any Dashboard, Mashboard, or Scorecard.

Advanced Search

Performance Canvas features an integrated search engine. The search system makes it possible to find Business Intelligence information without the classical drill-down behavior. Using a normal search box any user can easily find the information needed. Anything on a mashboard, dashboard, or scorecard can be searched for, including:

• Hierarchies and Member properties

• Comments by myself or other users

• Text and other page content

• Names of objects, tags, and classifications

Open Search Federation

The search system in Performance Canvas is easily integrated into virtually any modern search using the Open Search standard for federation and combination/ aggregation of search results.

Reports Like No Other

Any Canvas defined—whether it's a Dashboard, a Scorecard, or a Mashboard—can be used as a report and automatically be distributed at times defined by

you. You can even add a condition like "I want reports for all underperforming departments to be sent to me each Monday morning".

Advanced Layout Tools

Every report benefits from the full power of Performance Canvas Designer and can be created as a mashup of sources both within and external to the company. All the power of the versatile graphs and tables available in Performance Canvas is right at your fingertips designing your report.

On-line or Off-line?

The reports sent out as attached PDF or PowerPoint documents are perfect for archival, tracking and off-line purposes. If you opt to have the reports sent out as links you will of course get the full on-line experience of Performance Canvas with possibilities to further refine, use analysis and focus the view.

Epicor EPM Performance Canvas Portal Edition

Epicor EPM Performance Canvas Portal Edition is an easy-to-use framework that enables firms to present information as BI Web Parts in corporate portals, creating Performance Dashboard based on Microsoft Windows SharePoint TM Services or Microsoft Office SharePoint TM Server. The system enables business information to be distributed and shared giving information workers the possibility to collaborate with colleagues and make key decisions based on this vital information.

The proven Epicor EPM Performance Canvas Portal Edition product is a highly stable platform supporting thousands of users per installation. A wide variety of Performance Dashboards and Scorecards can be created without any programming using the advance wizard driven interface. For advanced BI professionals the product fully supports writing MDX thereby extending the functionality.

This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication, June 2010. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor’s standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor’s current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e. where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2010. All rights reserved. Job #341.

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Feature Standard Advanced Advanced Unlimited

Epicor best practice performance measurements, dashboards and scorecards

Advanced performance dashboards and Microsoft SQL Server standards based scorecards deployed in Microsoft SharePoint, WSS, Intranet, Extranet and Internet sites.

Text search integrated business insights makes the data a true operational resource.

Mobile support including iPhone™, Windows® Mobile, Android™, Symbian® (Nokia®, Sony-Ericsson®, and more).

Information easily integrated into intranets, extranet and internet sites as well as internal applications.

Business people can use Gem and Slicer building blocks to create new and/or edit existing canvases, dashboards and scorecards.

Full-featured environment for BI Professionals to create Gems and Slicers – the business building blocks that enable participation by business users.

Integrate multiple systems both internal and external with the best practice dashboards and scorecards.

Connect any system using Microsoft® SQL Server Analysis Services 2005 or 2008 into organization specific performance optimization.

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