safe harbor statement · operations, continued profitability and activities of epicor. while these...

© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation1Momentum 2019 © 2019 Epicor Software Corporation

Safe Harbor Statement

FORWARD-LOOKING STATEMENTS. Some of the information in the presentations constitute forward

looking information, including with respect to future product strategies, financial condition, results of

operations, continued profitability and activities of Epicor. While these forward-looking statements

represent our current judgment, these statements are based on assumptions that are subject to a wide

range of risks and our actual results could differ materially. Epicor undertakes no obligation to revise or

update publicly any forward-looking statements.

Momentum 2019 © 2019 Epicor Software Corporation

Nina Domingo, Director Product Management, Epicor

Ian Cochrane, Product Marketing, Epicor

Momentum 2019

iScala 3.3

Faster, Easier, Clearer


Agenda

► Customer feedback shapes iScala development

► What’s new in iScala 3.3 – Overview

• Reporting Enhancements

• Core Enhancements

• Training and Knowledge on Demand

• Minor Enhancements

► Roadmap

► FY20 Initiatives


How Our Customers Guide Our ProductsOur Customers shape iScala

Customer Advisory Board (CAB)

Business leaders advise on priorities

Product Advisory Board (PAB), Focus Groups

User feedback--features, usability and functionality

Customer Visits

Including Value Exchange Workshops

Product Surveys

Users provide periodic product feedback

User Groups and Online Forums

Sharing best practices and recommendations


iScala Product Survey – Customer Comments

► “Stable and reliable product.”

► “More and more modern features and a satisfying roadmap

for development of the program.”

► “Very good functionality, a very good integration engine.”

► “That it’s a good ERP System with good interfaces to

synchronize with other systems/applications.”

► “iScala is easy to handle compared with other global ERP-

Solutions”



The Value of iScala 3.3 - Summary


What’s new in Epicor iScala 3.3 – SnapshotNew analytic capabilities :

► New iScala Reporting Platform (SSRS)

► Epicor Data Analytics (EDA) integration

Core enhancements to user experience and productivity:► Audit Trail Extension

► Project Management UX/UI

► Excel import extension including Customer/Supplier Prices Import

► Snap Search UI update

► Business Process Automation II (automated invoicing and closing)

► System performance improvement

Continuing Global functionality improvements

Education and knowledge extension



iScala 3.3 Reporting Enhancements


iScala Reporting Platform - iScala 3.3 Reports

► iScala Reporting Platform

• Based on Microsoft SQL Server Reporting Services (SSRS)

• In-house and Web-based (optional)

• The de-facto reporting model

► Key benefits to our customers:• Clear, modern, user-friendly, comprehensive

• Offering detail and drill-down

• Screen view, save/export to Excel, CSV, PDF etc.

• Flexible and customizable


Current SSRS Reports ► General Ledger module

• Transaction List

• Trial Balance

► Stock Control module

• Stock Item List

• Stock Transaction List

• Stock Item Balance

• Stock Item Balance

Detailed

• Stock Movement

Sales Ledger

• Customer List

• Customer Invoices

• SL Transactions

• Customer Ageing

Purchase Ledger

• Supplier List

• Supplier Invoices

• PL Transactions

• Supplier Ageing

Other

• DI Direct Invoice

(Print form)

• SM WIP Journal


SL Customer Invoices


Epicor Data Analytics (EDA) for iScala

Business Intelligence solution:

► Analyze data in grid, pivot-

and chart-views

► Dashboards and Alerts

► Drill-down to transaction data

► SaaS and On-Premise

► Currently in Controlled Release



Core UX/Productivity Improvements


Audit Trail – New Objects► Discount per Stock Code

► Price and Discount per Stock Code – Customer

► Price and Discount per stock Code – Supplier

► Manufacturing Production Control:• Work Centre

• Cost Codes

• Bill of Material

• Routings

• Work Order Head

• Work Order Material

• Work Order Operation


iScala Project ManagementPerfect Solution for mid-large organizations:

► With cost projects

► With revenue/profit projects requiring billing

► Requiring to match revenue against cost

► Requiring accurate/predictable accounting/financial control

► With complex supply chain projects and/or mixed projects

► That invoice based on project triggers (stages, results, etc.)


Project Management – UI Improvements

► Toolbars

► Hamburger menu for Projects

► Financial Project Screen: estimations and actuals

► Revenue recognition Screen

► New Gantt Chart


Import from Excel – new objects

► Dictionaries

► Supplier Specific Price

► Customer Specific Price

► Invoice - Transaction - Payment


Snap Search UI Update ► Updated UI in line with iScala

• Recently used Snap Searches

• Tiles

• Toolbar for quick creation of

Snap Searches

► Tabs for different Snap

Searches

► Quick change of companies

► Toolbar in Snap Search builder

(Export, sorting, columns etc)


Automated Invoicing and ClosingAutomatically executing monotonous and well-established processes.

It is wrapped up as iScala Jobs: processes ran by schedule.

• Made order, delivered, ready for invoicing

• Making Invoice

• Send PDF

• Make XML and send e-invoice

• Posting transaction into Journal

• Update Journal to General Ledger (Separate Job)

Prepare

Make &

Print

Distribute

Close

Post


System Performance Improvement

Function Average Difference (3.2 vs 3.3)

General Ledger: Transaction Entry (Service Connect) 17%

MPC: Work Order Entry (Service Connect) 8%

Sales Order: Order Import 15%

Sales Order: Order Entry (Service Connect) 38%

Purchase Control: Order Entry, Import 43%

Purchase Control: Order Entry (Service Connect) 11%

Stock Control: Stock Item Entry Import 9%

Service Management: Close Orders 29%

Service Management: Order Entry, Import 54%

Service Management: Order Entry (Service Connect) 32%

Service Management: Print Invoices 22%


Minor Improvements in iScala Financial Modules

Accounting and Costing:

► Currency difference accounting in Stock

Control

► Late Assignment of Transaction Number

► Extend the length of the Account Name

► Stock Control-General Ledger Reconciliation

► Account and dimensions names extension

► Automatic Accounting Schedule Setup

► Default Transaction Number Counter for

Import

► Reversing of Invoices with ATE Withholding

Taxes

► Updating of Currency Accounts Revaluation

Purchase and Sales Ledgers:

► Delete Permissions in PL and SL

► Inactive Status for Suppliers

► Customer and Supplier EUDF as email address

► Sub type query in SEPA CRT

► Exclusion of Customers with Low Balances

from Statements

► Extend Length of the Customer References

► Extend the Length of the Customer PO

Reference

► Transaction Counters for PL Storno Invoices

► Bank Information Permissions


Minor Improvements in SCM/Warehouse Management/MPC

SCM, Warehouse Management:

► Prepayments for Purchase Orders

► Text Lines in Delivery Note Entry

► Block Stock Item Status Change

► Enter Delivery Note – Enquire Stock Item

► Stock Item Long Description

► Validity Date of Quotation

► Advance Payment Control at CWH Delivery

► Sales Order Delivery Update - Swap Allocations

► Advance Invoices for First Event Taxation Feature

► Log reasons for exclusion from Delivery Proposal

► Enable Planning Date in Sales Order Entry

► Allow sales of specific items to specific customer

Manufacturing Production Control:

► MPC Accessory Operations

► Copy MPC Basic Data Operations

► Import MPC forecast - identify week or

month by prefix

► Split Work Order Proposals and Work

Orders

► Create Accounting Transaction for MPC

WIP via Job



We’re Helping Up-Skill Users


Training-on-Demand► Improving staff productivity with minimal time invested:

• Short, balanced video content

• Combines; presentation, demos, sub-courses + Q & A

• Delivered by Epicor experts

► Flexible course management via Epicor Learning Center

• Training by module, e.g. Sales Order Management

• Training by role, e.g. Accounts Payable Accountant

• Assigning to individuals or groups (+ tracking)


Training-on-DemandThis solution is of particular value to organisations with:

► New users that need training on standard flow and

functionality of iScala

► Employees

• Refreshing knowledge

• Learning new functionality


Knowledge-on-Demand► iScala 3.3 contains 27 recordings

► Timing: 1.5-2 minutes

► Available online

► iScala Hot Keys

► Examples:

• How to cancel Stock Withdrawal in Stock Control module

• How Project Management module works


► Microsoft Windows Server 2012, 2012 R2, 2016

(Microsoft Windows Server 2019 expected to be compatible in the

next iScala Hot Fix--due to bugs in Windows Server)

► Microsoft SQL Server 2012 SP3, 2014 SP1, 2016 SP1, 2017

► Microsoft .NET Framework 4.7.2

► Crystal Reports v.13.0.24

► Microsoft VBA 7.1

Pre-Requisites and Compatibility


The Five Most Valuable Enhancements

► Cloud-ready product extensions

► Big Data Analytics & Business Intelligence

► In-context learning

► User Experience & Accelerated response

► Process & Task Automation


Future iScala Enhancements


Releases, dates & content subject to change

What’s Coming In Epicor iScala 3.4 – SnapshotEnhanced BI/Analytics: Extending reports, more granular data, including:

► Adding reports and print forms in iScala Reporting Platform

► Support of Financial Report Generator

► Creation of an adaptor for Excel

Core Enhancements:

► Mobile Service Management

► Mobile Warehouse Management

► Fixed Asset Management (Asset Management module)

► Requisition Management

► Audit Trail (further enhancements to include Purchase and Sales Orders)

Global Functionality: Country specific requirements: UK MTD

Cloud Services Adoption: ‘Purchase to Pay’ system integration

Business Process Automation: Continue building out automation capabilities

Training on Demand: Adding new training modules


What’s Coming In Epicor iScala 3.5 – SnapshotReleases, dates & content subject to change

Enhanced BI/Analytics: Enhancements to iRP, plus EDA and XL Connect content packs

Mobile Apps with Kinetic

Task Management

Dashboards in iScala based on ICE + Kinetic

Extended Country Specific Functions

Partner Ecosystem: Integration with Epicor Compliance Services

Improved Business process automation: Merging with Service Connect

Improved and streamlined experience for Hospitality

Industry Specific Improvement: Financial Services and Logistics

DocStar (ECM) Integration

Mobile Approval platform

► Price lists

► Releasing payments

► Discounts


The iScala Vision

Almost 2 decades of iScala and it:

► Is core to Epicor

► Is here to stay

► Continues to be developed


BUT


KNA Analysis FY18-FY19

KNA

Period Units NLR+Cloud ASP

Q1-2018 12 $ 389 569 $ 32 464

Q2-2018 4 $ 58 000 $ 14 500

Q3-2018 6 $ 127 263 $ 21 211

Q4-2018 13 $ 267 699 $ 20 592

Q1-2019 12 $ 125 632 $ 10 469

Q2-2019 10 $ 72 732 $ 7 273

Q3-2019 8 $ 238 195 $ 29 774

Grand Total 65 $ 1 279 089 $ 19 678

KNA by Industry

Industry Count

Services 26

Distribution 8

Manufacturing 10

Retail 13

*Services & Retail include Hospitality *39

Grand Total 65

Q1 Q2 Q3 Q4

2018 12 4 6 13

2019 12 10 8

0

2

4

6

8

10

12

14

Axi

s Ti

tle

KNA

Channel

Row Labels Count PercentageDirect 32 49%Partner 33 51%Grand Total 65 100%

By Region

Region Units NLR+Cloud ASP

APAC 12 $ 340 577 $ 28 381

EMEA 51 $ 869 504 $ 17 049

ERPA 2 $ 69 008 $ 34 504

Grand Total 65 $ 1 279 089 $ 19 678


Where and Why We Win With iScala

Our Core Strengths are in:

► Replicability

► Price

► Speed to Implement

► Interconnectivity

► References and Reliability

► On Premise

And, we are addressing our gap in UI / UX, Reporting and BI……


Where iScala Offers Maximum ValueTurnover $20M+ Fit For: $20M-150M sized organizations

Sector/Industry

ManufacturingFit for: Make-to-stock (MTS); Make to Order (MTO), Toll Manufacturing, project-based manufacturing, discrete productionException: Agriculture and livestock

Distribution Fit for: Organizations wanting robust Financials + logisticsNote: iScala Collect for Complex warehousing needs

ServicesFit for: Organizations wanting robust financials + aftermarket, logistics, sales or project management

Hospitality Fit for: Back office – great for new propertiesNote: No PMS/POS, customers simply integrate to their preferred solution

Tier 2 to HQ ERP

Manufacturing Fit for: Global organizations requiring a robust, comprehensive, simply implemented and managed local ERP solution

Deployment On-Premise

Fit for: Organizations requiring a flexible, customisable on-premise solution without the restrictions of one-size-fits-all SaaS solutions.Also, when simple and/or fast deployment is key.


iScala for Hospitality - Overview

► Back Office Solution with deep Hospitality expertise

► Well-known hotel chains’ references

► Best of Breed preconfigured template ready to use with built-in financial and operational reports

► Fast implementation model

► Competitive Price Package

► Supported with Marketing and Educational Materials


COMPETITION

▪ Visma

▪ Other smaller vendors

in Sweden

Need2Grow SolutionEpicor iScala powered by

Partner

Value PropositionA full-function ERP solution, fast implementation,

affordable, scalable.

Ready and proven integration with other systems.

• Easy to use

• Templated installation in Swedish language

OpportunitySubscription / On-Prem combined with

own Windows server or cloud-based

subscription server.

Easy-to-add multi language support

KPIs (FY20 – FY24)

GO TO MARKET

WHAT?

Packaged version of iScala:

• fixed price for license and PS

• preconfigured template to speed up

the implementation

• starting 10 concurrent users

(first in Sweden)

WHY?To catch growing companies in

Sweden and provide them with a ERP

system to grow with.

Currently license cost is considered as

expensive for customers of target

segment

REQUIREMENTS RISKS

Customer Adds

2020 = 5 Units2021 = 10 Units2022 = 30 Units

Sales Revenue

2020 = $20K 2021 = $60K 2022 = $240K

Services Revenue

$0

Support Revenue

$60k

Support/Services

▪ 1st line done by partner

Sales & Marketing

▪ Done by partner

Product

▪ Pricing model

▪ No added development required

• Market is not ready to

accept Package Solution

• Mitigation: marketing

campaign of solution

benefits

Pricing model development

Marketing materials

• In collaboration with the

partner

Operations

▪ Clarified Subscription process

EBITDA

$0,4M


Upgrade Opportunity

► Value based document iScala 3.0-3.3

► Package Solution

► Promotion price

► Development support time-based


Thank You / Questions

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