February April, 2011

Welcome
Presented By:

Scott Hays, Director Product Marketing

Safe Harbor Statement

FORWARD LOOKING STATEMENTS: This document includes descriptions of product functionality that is not presently available. This press release contains certain statements which may constitute forward-looking statements under the Private Securities Litigation Reform Act of 1995. These forward-looking statements include statements regarding future product releases, revenues, cash flows, growth prospects, installed base of customers, the launch of Epicor 9 and other statements that are not historical fact. These forward-looking statements are based on currently available competitive, financial and economic data together with management's views and assumptions regarding future events and business performance at the time the statements are made and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include but are not limited to changes in the demand for Epicor's products; the timely availability and market acceptance of new products and upgrades; the impact of competitive products and pricing; the discovery of undetected software errors; changes in the financial condition of Epicor's customers; and other factors discussed in Epicor's annual report on Form 10-K for the year ended December 31, 2009. As a result of these factors the business or prospects expected by Epicor as part of this announcement may not occur. Epicor undertakes no obligation to revise or update publicly any forward-looking statements.

February April, 2011

Agenda
9:10am 10:30am

Using Technology to Spark Innovation and Power Growth

10:30am 11:00am
11:00am 11:30am 11:30am 12:00pm 12:00pm 1:00pm 1:00pm 2:00pm

Break
Peer Presentation: Customer Story How Epicor Global Services Ensure Your Ongoing Success Networking Lunch Break-Out: E9/Manufacturing/SCM or Enterprise/Clientele

2:00pm 3:00pm
3:00pm 4:00pm

Ask the Experts: E9/Manufacturing/SCM or Enterprise

Networking Event

Thank you to our Sponsors!

Premier Sponsors

Corporate Sponsors

February April, 2011

Using Technology to Spark Innovation and Power Growth

The Business World in 2009

February April, 2011

The Business World in 2011

February April, 2011

The

Growth
Imperative

February April, 2011

What the Best-in-Class are Focusing on

Developing new products and services

Improve business processes and execution

Taking steps to reduce operational costs

Efforts to service and grow customers

February April, 2011

The Savings v Growth Dilemma

Conference Board Survey of Senior Business Executives
100% 90% 80% 70% 60% 50%

CEO
18% 9% 11% 22% Executives are expected to keep recessionary cost savings while driving still driving revenue growth

CFO CIO
73% 67%

40%
30% 20% 10% 0%

Shareholders
Revenue Growth Cost Pressure

Higher

No Change

Lower
Source: Conference Board 2010

February April, 2011

Enabling Your Growth

Through Your Innovation

February April, 2011

Epicor 9.05 Focused on You

Financial Management
Advanced Financial Reporting Advanced Allocations Engine

Asset Management Engine

Tax & Carbon Connect Expense Management Project Accounting Virtualization

Taking steps to reduce operational costs

February April, 2011

Epicor 9.05 Focused on You

CRM, Sales, Service Management

Lead & Opportunity Management Case & Contact Management

Enhanced Quality Assurance

Maintenance Management EDI Demand Management Mobile Field Service Epicor Commerce

Efforts to service and grow customers

February April, 2011

Epicor 9.05 Focused on You

Production, Project and SCM

Material Requirements Planning Lean Production Management

Product Data Management

Planning and Scheduling Sourcing and Forecasting Time Management Project Structuring

Developing new products and services

February April, 2011

Epicor 9.05 Focused on You

Performance Management
Updatable Business Activity Queries Seamless SharePoint Integration

Comprehensive Analytics
Epicor Mobile Access Search Anywhere Easy to use BPM Dashboards

Improve business processes and execution

February April, 2011

Future Releases, Release Content and Dates Subject to Change

Performance and Enhancements

Released Maintenance:
Number 9.05.600 9.05.600a 9.05.600b 9.05.600c 9.05.601/a 9.05.602/a Release Service Pack Patch Patch Patch Service Pack/Patch Service Pack/Patch Date March 2010 April 2010 May 2010 July 2010 September 2010 November 2010

Planned Maintenance:
Number 9.05.603 9.05.604 9.05.605 9.05.606 Release Service Pack Service Pack Service Pack Service Pack Date February 2010 April 2011 June 2011 August 2011
February April, 2011

 OpenClient

network compression (WAN) Up to 9.05.60x Performance Epicor70% reduction in network traffic Enhancements Super SQL enhancements and profiling Dashboard multi-threaded data uptake via UBAQ Cached doc types reduces roundtrips for attachment processing Replication trigger tuning and documentation Single BO calls Tuning quote to cash modules
Order entry Fulfillment Job entry Cash receipts Invoice process Po entry

48194 In BO designer improve the feature of linking fields to help in performance on SQL Server 9.00.002 50461 XDocTypeCtrl :: GetList() method, add 2 fields from DocType table (Description && StorageType) 9.00.002 51783 GetList is not optimized under SuperSQL if a separate list dataset has not been defined 9.00.002 52290 ClassAttributeHandler does not memory cache info about classes that have no attributes - so a back office call happens everytime to check for attributes. 9.00.002 52350 CallContext dataset metadata being marshalled 9.04.301 56375 The client performance needs to be improved. 9.04.301 57407 Product Configurator <Copy/Paste functionality does not allow validations before the paste operation> 9.04.501 58242 Client performance issues. 9.04.503 59249 Catchall for client performance bugs. 9.04.504 59929 Reports / Processes - Control the number of times KillTask actually writes to the database 9.04.504 60103 Web Forms SCR Entry on the EWA Matrix takes too long to load 9.04.504 60276 Make the Splash form come up as soon as possible after the user has logged in. 9.04.504 61688 Web Forms Labor Entry - Entry of a Different Date from Default Causes Huge Data Download 9.04.504 61710 Web Forms Receipt Entry - Retrieving PO is Very Slow 9.04.504 61857 Web Forms - Client proxy files are downloaded during form load 9.04.505 62183 Performance issue in sales order with EpiTreeView::treeLoader 9.04.505 Fixed at 9.05.600 62183 EpiControls - GLAccount control is causing OnChanged event to be called twice 9.05.600 62191 General Framework <Add index to bzKeyFieldCache temp table to improve update performance> 9.05.600 64644 Performance enhancements for ICE 2.0.5 9.05.600 Fixed at 9.05.601 66158 GetList API - Add functionality to support foreign links similar to the functionality of GetRows 9.05.601 49323 Company initialization should be done when the company is created and not upon changing companies 9.05.601 66154 EEPM Glossary Designer - Load time is slow when used with Epicor 9 source databases 9.05.601 71683 Implement .NET Open Client compression enhancement that was put by Progress in 10.2A03 on the Client side 9.05.601 74007 EEPM Installation - Install (XMLA installer) 9.05.601 74183 BAQ Conversion - Improve performance of cv\cvloaddata.w conversion routine 9.05.601 74537 Too much logic is added to the session constructor 9.05.601 75200 Improve performance of dependencies calculation during SCS backup 9.05.601 75730 Web Forms - custom forms load combos twice on load 9.05.601 76261 EWA: cache class attribute 9.05.601 76327 BAQ - Remove the ALTER FUNC statement in BAQ SQL statements for SQL database 9.05.601 76652 ICE Enterprise Search - Rebuilding ES index loses some table indexes and statistics 9.05.601 76871 Add compression option to User Maintenance 9.05.601 77651 Create caching mechanism for BAQ-based datasources 9.05.601 Fixed at 9.05.602 78251 Web Forms - Script Performance in EWA (Framework.js & EpiControl.js) 9.05.700 76043 Use cached zData in lib/ClassAttribute 9.05.700. 54063 EA-Part Part - Remove PartLot from Part Maint/Tracker and create a new BO, UI and Tracker for Part Lot seperately. 66266 _SCR100 ReportMonitor Update slow affects report preview performance - specially if the customer has lots of patchfld records 51856 EA-SerialNumberCustomerTransfer Serial Number Customer Transfer - ShipTo page limit break is not working, plus search has a very slow performance 62304 EA-SupplierPerformance Supplier Performance - No data is returned in SQL database. 64426 EAProductConfiguratorDesigner Product Configurator Designer - add option to get details from the base part or generated part 64750 EA-RunConversionProgram Database conversion 6690 triples the number of BookRel records 64855 EA-InvoiceEntryAR Invoice Entry AR Get Shipments will not auto-print packing slips 75390 EA-DemandEntry Demand Entry - Slow performance when saving a new schedule 75694 EA-DemandEntry Demand Entry takes a long time to delete schedules and details 76498 EA-DemandEntry Demand Entry - Perfomance issue at loading the Matching screen 77080 EA-CreditCard Credit Card - Credit card conversion program (cvcd0001.p) is taking more than 24 hours to finish 67310 EA-ManagementReporter Management Reporter - Cannot use for all plants at the same time 67475 EA-Customer Customer - Search territory combo should not be filtered based on user read-only territories 67717 EA-RunConversionProgram Database Conversion 6430 takes a long time to run. 67863 EA-PostingEngine Posting Engine - Issue with GL Journal Detail posting performance 63190 EA-InventoryWIPReconciliationRpt Inventory / WIP Reconciliation Report - has slow performance 67612 EA-ProductConfigurator Product Configurator - Performance issues on KeepWhen if there are multiple subassemblies 67772 EA-DemandReviewReport Demand Review Report - Slow performance when running this report 70566 EA-ProductConfigurator Product Configurator - Leaving a field takes 15 seconds when there are 800 inputs in the configurator 68930 EA-AgedReceivables Aged Receivables - Slow Performance printing 30 pages with 153K customer's on DB 69397 EA-OpportunityQuoteEntry Opportunity / Quote Entry - Slow performance when loading the search screen 73625 EA-DemandEntry Demand Entry - Slow performance when adding a detail 73728 EA-UOM UOM Conversion of Dimension creates too many UOMClasses 73733 EA-UOM UOM - Price List UOM is set to Inventory UOM for converted Dimension tracked parts 73765 EA-InventoryWIPReconciliationRpt Inventory / WIP Reconciliation Report slow performance, takes 36 hours to print one day of transactions 74259 EA-RunConversionProgram Run Conversion Program GL upgrade is not re-assigniing JEDate based on Fiscal Year/Period 75079 EA-ProductConfigurator Product Configurator - Improve performance when using 70 or more sub configurators 75455 EA-ProjectEntry Project Entry - Project Analysis performance is taking over 3 minutes on a customer db. 76184 EA-CustomerShipmentEntry Customer Shipment Entry - Performance issue when created pack by using Picked Orders 76606 EA-InvoiceEntryAR Invoice Entry AR - Optionally do Get Shipments for completly shipped sales orders only 77644 EA-CashReceiptEntry Cash Receipt Entry Invoice Selection takes more than 10 minutes to process more than 1000 invoice 73944 EA-CashReceiptEntry Cash Receipt Entry - Review CashRecGetInvoices for performance enhancements 75033 EA-PostingEngine Posting Engine - General Performance SCR 76209 EA-JobEntry Job Entry - review performance 64193 _SCR100 Performance Improvement - Update slow running conversion programs such as UOM and others 70122 EATime&MaterialsInvReview T & M Invoice Review. Print detail performance - report hangs on retrieving data. 60314 EA-InventoryTransfer Inventory Transfer - Slow performance on Part search 65843 EA-FulfillmentWorkBench Fulfillment Work Bench - Slow performance retreiving large amount of records 67653 EA-CustomerTracker Customer Tracker - Performance issue while loading some Customers 70095 EA-AssetDepreciationRecalculation Asset Depreciation Recalculation - Performance - process is slow even just for one asset 72840 EA-SerialNumberAssignment Serial Number Assignment - hangs up when trying to pull up jobs. 74904 EA-LaborEntry Labor Entry - Performance issue due to lack of index for serial numbers 75045 EA-EDI-Inbound EDI Inbound - Increase performance in EDI workflow by removing schedule validations 75046 EA-EDI-Inbound EDI Inbound - Increase performance in EDI workflow by avoiding saving the demand contract information 75343 EA-ReceiptEntry Receipt Entry - Performance issues when receiving thousands of serial numbers 75924 EA-ExternalCompany External Company - Improve performance and streamline the General Ledger data that is sent 76021 EA-StartActivity Start Activity - MES - Improve performance when "Serial Number Required..." is selected on an operation 76470 EA-ProcessMRP Process MRP - Slow performance when using a non US date format culture 76485 EA-JobEntry Job Entry - Slow performance when loading jobs with almost 900 materials 76777 EA-HandheldMasterPack Handheld Packout - Slow performance after entering a sales order number 77213 EA-GeneralLedgerReport General Ledger Report - Performance issue 77652 EA-ProductConfigurator Product Configurator - Conversion program should include code to generate a list of subassembly configured parts 68323 EA-PayrollCheckEntry Printing a payroll register takes a long time 66922 EAFebruary April, 2011 FulfillmentWorkBench Fulfillment Work Bench - Slow Performance for Select and release for picking. 75917 EA-DemandEntry Demand Entry - Slow performance when saving a new schedule 76151

Improved upgrade process Printing framework Improved Web client Direct service calls from Service Connect Minimal client deployment (only downloads DLLs as needed)

Hardware Sizing and Virtualization Taskforce

Goal: Configuration and specification of hardware sizing for new and existing customers Goal: Documentation to guide implementation of Epicor ERP in virtualized environments Goal: Series of new tools that leverage our best resources and our Partners skill sets Benefits: Head start for common hardware sizing and typical configurations Benefits: More comprehensive documentation and guidelines Result: Greater upfront accuracy, quicker deployment, lower costs
February April, 2011

Performance Benchmarking
Microsoft labs, Sammamish, WA, December 2010
Epicor 9.05.602a supported up to 3000 concurrent users Results showed significant performance improvements over 9.04.500 (1500 users) and 8.03.400 (1200 users)

February April, 2011

Hitachi IT Operations Analyzer

Excellent fit for all-in-one monitoring of servers, LAN, SAN and storage devices, that minimizes IT environment downtime, reduces mean time to diagnose, and cost-efficiently simplifies management of the infrastructure as it grows.

Availability, performance and configuration monitoring and analysis Automated root cause analysis minimizes downtime, avoids bottlenecks, reduces costs
February April, 2011

Future Releases, Release Content and Dates Subject to Change

Extend Solutions and More Planned

Solution Epicor Commerce Epicor Precise Point of Sale Epicor Tax Connect ST Epicor Tax Connect UT Epicor Tax Connect 1099 Epicor Secure Data Manager Epicor Strategic Sourcing V8.03.4XX V9.04.XXX V9.05.XXX 2011 Q1 2011 2011 SaaS Option

Epicor Carbon Connect Epicor Knowledge Mentor Epicor AFR & XBRL Epicor XL Connect
Epicor Information Worker Epicor Service Connect Epicor HCM

Q1 2011 2011 2011

2011

Q1 2011 In QA
2011

In QA
Q1 2011

February April, 2011

Why Industry?
Todays increasing complexity of business processes requires solutions that are tailored to respective industry challenges.
Vendorsmust provide preconfigured bestpractice packages to unlock access to new enhanced capabilities.
Forrester Research, inc. 2010

February April, 2011

Epicor for Aerospace and Defense Road Map

Epicor 9.05.601
Deferred Revenue Accounting Contract Renewal Employee Training Industry specific dashboards/reporting

Epicor 9.05.602
US Government forms WWAF integration Borrow/Payback Supplier Audits and Surveys Industry Best Practices

Epicor 9.05.603/604
Project Management enhancements Exostar Integration Field Service enhancements Maintenance Mgt enhancements

Epicor 9.1
EVMS ITAR MRO enhancements Project Mgt enhancements Contract Mgt enhancements

Q3 2010
Building on the foundation of Epicor 9.05 ERP:
Project Management Revenue Recognition and Project Billing Asset Management Maintenance Mgt Mobile Field Service Enhanced Quality Mgt Advanced Financial Reporting Customer and Supplier managed inventory Lot and Serial traceability Engineering Change control EDI, Lean enhancements

Q4 2010

2011

2012

Upgrade to newer versions when ready Continued releases planned every 12-18 months Future releases, dates and content are subject to change

February April, 2011

AgileShip Manifest
A Complete Global Shipping Solution
Automate compliance for parcel, LTL, & TL shipments
Reduce each transaction cost by

Rate shipments, generate labels & required documentation Verify US addresses for errors, zip + 4 correction, residential delivery Update Epicor with freight charges and tracking data
Agile Export

$10
You reduce Reduce each transportation transaction costs upby cost to

30%

Agile Route

Agile Manage

February April, 2011

Flexible Business Process Management

February April, 2011

The Benefits of Epicor for Your Industry

Rapid implementation and adoption of application modules
Roadmaps with focused functionality related to business and industry More efficient processes through best practice models and end user procedures

Assists compliance with regulatory and reporting requirements

Improves operational visibility and support for transparency demands Heightened business performance without compromise
February April, 2011

The Cloud: Application Delivery Evolution

February April, 2011

1. Complete choice and flexibility for ERP deployment. 2. Rapid, secure, low cost access to value-added EXTEND solutions.

February April, 2011

Extending Microsofts Technology Architecture Leading Cloud Platform

Epicor ERP Express Edition (multi-tenant SaaS) Epicor Campaign Connect Epicor Carbon Connect Epicor Advanced Financial Planning* Epicor Payment Connect* Epicor Global Payroll*

Epicor Tax Connect

Epicor Commerce Epicor HCM

Epicor Mobile Server*

Epicor Everywhere* Epicor ERP Azure*

* Future products not yet released February April, 2011

Epicor HCM Comprehensive Functionality

Manager Self-Service Employee Self-Service Employment Data Absence Tracking Benefits Administration Compensation Administration Position Control Tailoring Tools Global Features

US Payroll Payroll Connect*

Salary Planning Performance Review Training & Development Succession Planning Organization Charting Recruitment Management Candidate Self-Service

Standard Reports Custom Reporting Analytics Workflow & Alerts

February April, 2011

Cloud Brings Flexibility and Choice to HCM

From HR

and everything in between

to ERP

Modular suite functionality SOA based components

Full range of deployment options

Flexibility to mix and match
February April, 2011

The Benefits of Cloud Computing

Enables rapid deployment and provisioning of releases with minimal overhead Provides massive and instant scalability through flexible elasticity Mitigates risk from being always available, highly secure, and SLA backed

More predictable costs as Cap Ex becomes Op Ex and you only pay for what you use
Promotes standardization through consistent IT infrastructure and approach Delivers freedom of choice for deployment and acquisition approach
February April, 2011

Where does BI really make a difference?

In the context of what you are doing now Based on your role within the business And in always in real time

February April, 2011

Future Releases, Release Content and Dates Subject to Change

Epicor Actionable Analytics

Rounds out Smarter BI stack
Key Performance Indicators

Extends business activity monitoring to Business Intelligence

Uses best practice models

Supports analytic integrity rules

Integrates with BPM engine

Links EPM Canvas to the Epicor ROI Calculator Actual results update ROI values and reflected in EPM Canvas Longer term goals influence daily operational performance
February April, 2011

The Benefits of Epicor EPM

Supports real-time information with anywhere, anytime, any device access Empowers users without compromising security or straining IT resources Improves operational efficiency and predictability through best practices

Establishes a culture of high performance that aligns users with objectives

Reduces shelf-ware with rapid adoption and implementation of BI enterprise wide Drives better business insights and smarter decisions
February April, 2011

Mission Critical Information Anywhere

Industry
Industrial & Consumer Energy Oil & Gas Distribution & Logistics Insurance Services Health Care Services

Mobile HCM and Workforce Management

Mobile Enterprise Asset Management Mobile Field Force Management Mobile Sales Force Management Mobile Transportation Management

Vertical

Horizontal

MES Shop Floor Asset Management Inventory Management Maintenance / Repair

Pick Up / Collections Telematics Dispatching Direct Store Delivery

Claims & Evidence Loss Adjustment Patient / Aged Care Electronic Records
February April, 2011

Future Releases, Release Content and Dates Subject to Change

Epicor Enterprise Mobility

Epicor Mobile: Mission critical apps available now
Fully featured Field Service app
English, Spanish, Dutch, Swedish, Chinese versions

Fully featured Sales Assistant app

CRM sales and distribution field workers

Additional fully featured applications

Time and Expense Management app

EXTEND across Epicor product lines Support for semi-rugged lower cost devices and multiple operating platforms On-demand SaaS version for server/devices Epicor Commerce: Mobile edition
February April, 2011

Theres Smart Phones..

February April, 2011

The Benefits of Epicor Enterprise Mobility

Maximizes worker uptime by enabling more tasks per day Enables smarter work by delivering essential information at the point of work Reduces costs through operational and processes efficiency improvements

Smartphone usage reduces IT training and help desk overhead

Provides access to a rapidly growing online and m-Commerce generation Real time mobile applications improve customer service and satisfaction
February April, 2011

February April, 2011

Information Week 500 Study Results

February April, 2011

doc-link for Epicor

doc-link is an integrated document management system that interfaces with Epicor ERP applications to eliminate paper from your office.
Increase productivity by 40% or more

Reduces filing, retrieving and archival costs

Achieve rapid return on investment

Eliminates file cabinets and reclaims office space

Reduces cycle times by streamlining accounting processes

February April, 2011

Future Releases, Release Content and Dates Subject to Change

Epicor Activity Streams Management

February April, 2011

The Benefits of Epicor Enterprise 2.0

Effectively engages workers within and between businesses, and the supply-chain Improves organizational efficiency as well as worker productivity Retention of knowledge and access to a new and broader source of talent

Reduction in time taken to react, respond and resolve business matters

Competitive differentiation that can be hard for others to replicate Promotes Innovation through connected collaboration and creativity
February April, 2011

Next-Generation ERP in Action: Epicor 9.05

Demonstration: Kristen Martin

Epicor 9.05 ERP Focus in 2011

1. Deep Industry and Vertical Strength 2. Value-added SaaS and Cloud Offerings

3. Smarter Business Intelligence Initiative

4. Enterprise Everywhere Mobility Solutions 5. Collaborative Enterprise 2.0 Platform

Growth Through Innovation

Enabling Growth Through Innovation

February April, 2011

Break
Up Next: Customer Presentation

February April, 2011

Epicor Global Services

Presented By:

Chad Meyer, Director, Product Marketing

Implement Software
Implementation Services End User Training Documentation

Next Generation
Protect, Extend, Converge Strategy Upgrade & Migration Services

Protect Investment
Tiered Support Programs Managed Services

Epicor Global Services

Maximize Value Business Process Review Performance Consulting Outsourcing Offerings

Your Resource for Upgrades and Migrations

How Many of You Have Experienced This?

What The User Asked For

How The Solution Was Specified

How The Solution Was Implemented

What The User Really Wanted

February April, 2011

Best Practice Models

Implementation focused on achieving your objectives established during the sales cycle Reduces implementation time by starting with a roadmap Gaps are easily identified and adjusted to specific requirements Improved project success

Rework Capital Expenditure Request Rework Required Rework Required Declined

Validate Capital Expenditure Request Raise Capital Expenditure Requisition Form

Capital Expenditure Request Status

Board Approval of Capital Request

Declined Approved >$100,000

Capital Expenditure Request Status (Post-Board) Approved

Review Approved Included in the Capital Plan Approved Capital and Budgets Plan and Budgets?

No

Process Capital Expenditure Request

Epicor does not just replicate existing processes or implement a preconfigured package, we work with you to build a solution that follows industry best practices while preserving what makes your company so unique and successful
February April, 2011

XSOL InOrder
XSOL InOrder enables you to easily map and model your business processes. It simplifies the process of defining, documenting and visualizing your operations

Document

Visualize

Publish

Refine

Capture processes with the easy to use graphical design environment Visually illustrate processes Instantly publish and republish documentation in multiple formats Model new or modified business processes before implementing or upgrading XSOL is the mapping tool behind Epicor Best Practice Models
February April, 2011

With Epicor Best Practices and XSOL

What The User Asked For

What The User Really Wanted

How The System Was Specified

How The Solution Was Implemented

February April, 2011

Epicor ROI Services

Focuses on over 40 potential areas of tangible benefits associated with specific aspects of ERP Focuses on your issues, pains, and goals - not on our features and benefits (uses your data, and your estimates of the benefits) Track and prove the results of your solutions

February April, 2011

Shared Benefits Program

Commitment
You and Epicor are equally involved Epicor provides a quote based on your clearly defined requirements and project scope

The Deal
If the project is under budget, savings are shared 50/50 If the project is over budget, Epicor charges only 50% of the standard rates for all over budget costs

Win-Win
Lower risk of over budget projects through simplified requirements and a clearly defined project scope You and Epicor equally share success and responsibility

February April, 2011

Upgrade and Migration Programs

Remote Program
Small and midsize companies, no customizations, no complex environment No custom data migration needs Remote project management and self-paced tools and services

Hybrid Program (Remote + Onsite)

Small or midsize customers, single site, no or minimal customizations Fixed price for remote program Onsite consulting varies

Advanced Program
Enterprise, multi-site, more than 200 users, multiple products, complex customizations Business Process Review to define requirements and final quote

February April, 2011

Data Migration Services

Option 1: Epicor data extraction and import tools PLUS 3 days of services Provides a knowledge transfer and training on how to use the tools

Option 2:

Epicor data extraction and import tools PLUS 8 days of services

Helps execute the first pass data migrations and guidance on results and next steps. You perform all further data migrations thereafter (e.g. for further tuning, testing, to support the business simulations and pilot and ultimately the go live pass)

Option 3: Customer-specific services

Epicor performs all data migration on your behalf. Individually priced depending on your needs and preferences
February April, 2011

Data Management Tool (DMT)

The Data Management Tool enables you to easily import and validate data simultaneously into Epicor 9
DMT allows you to import records by adding, deleting or updating data directly via an integrated business logic which ensures optimum performance while retaining the product database integrity Feature/Benefits: Informs users of required fields Error log clearly identifies specific import issues Import data from Excel and CSV files Ensures data integrity by validating against business logic Employs Epicor user security Provides estimation of the time it will take to import data Delivered with 60+ standard import templates Template builder simplifies creation of import templates
February April, 2011

Epicor Data Extraction Tools

Developed by Epicor Consulting specifically for users of iScala, Enterprise and iSolutions products
Extraction of the right data, in the correct format to be imported into Epicor 9 Epicor provides a complete data migration methodology based on your existing functionality and requirements for Epicor 9

Benefits:
Built specifically for your current Epicor product Works in conjunction with DMT, our data import tool Can be adjusted to your needs and requirements

February April, 2011

Resources and Tools for Success

SharePoint Project Control Center Project Planning Workbook Best Practice Models Embedded Education Courses Knowledge Mentor Lessons Data Management Tool (DMT) Data Migration Templates Project Management
- Overall Project Scope & Plan - Conference Room Pilot Plan - Cutover Plan - Activity Reports - Stage Reviews
February April, 2011

Epicor Education

Epicor Education by Numbers

100 plus Embedded Courses associated with Epicor 9 105 virtual or classroom courses available 2,500 pages of technical content in Epicors Technical Guides

74,000 fields defined in Field Help Over $1,000,000 invested in education and documentation in 2010 1,000,000

February April, 2011

Epicor University
Singularly focused on the worldwide education of Epicor customers and partners Introduce certification programs

Education and Certification Tracks

Industry and Vertical
Manufacturing Distribution Procurement Medical Device Aerospace/Defense Capital Equipment Not for Profit Automotive Electronics Job Shop Hospitality Senior Living ICE 2.5 Tools Service Management Cross Brand Solutions Production Management Sales Management Human Capital Management Materials Management

Application, Technical and Tools

Financial Management

Extend the Epicor 9 product education deliverables

Dedicated team to conduct training worldwide Ensures consistency and quality across training and education deliverables

February April, 2011

Education and Documentation

Instructor Led
Classroom Event Experienced Instructor Certification Exams

Blended Delivery Supporting Formal & Informal Learning

Self-Paced
Embedded Education w/Demo Database Certification Exams

Web-Based
Virtual Courses Experienced Instructor Certification Exams February April, 2011

Education and Documentation

Across all Stages of the Implementation and Beyond

REVIEW User Guides Feature Summaries Online Help

INTRODUCE Curriculum Roadmap Project Control Center EPICweb: Ed & Doc Tour

COMPLETE Curriculum Roadmap

REVIEW User Guides

Embedded Courses Technical Reference Guides Online Help, Field Help and Technical Help Classroom Training Virtual Workshops

Feature Summaries Online Help

RELEASE DOCUMENTATION: Start Here Cards, Installation Guides, Release Notes, Feature Summaries

February April, 2011

Epicor Knowledge Mentor

Knowledge Mentor enables the development and delivery of custom, role-based educational content and end-user resources. Through its unique capabilities, Knowledge Mentor provides an effective solution to improve end-user adoption and proficiency in using software

Authoring Suite

Collaborator

Learning Manager

Navigator

Global

Create content from a single source and deploy in multiple ways. Read: Provide user guides and job aids for reference Show: Demonstrate how to complete tasks in automated, instructor-led scenarios Try: Allow users to practice in an environment that replicates their live application Test: Measure user knowledge and provide feedback on performance Guide: Provide step-by-step assistance to users through applications
February April, 2011

Knowledge Mentor Deliverables

Across all Stages of the Implementation and Beyond

Support Material Training Manuals/QRGs Simulation Overviews Interactive See, Try, Test Test Scripts Business Process Procedures Test Scripts Business Process Procedures

February April, 2011

Epicor Outsourcing

Epicor Outsourcing
Managed Services
Services to support and simplify running Epicor Enable you to focus on running your business vs. managing IT Helpdesk Outsourcing Managed Hosting Application Management System Assurance System Management 3 global operation centers

Overview
60+ experienced team members
- System Architects - Application & technical experts - Operations & customer support

Services based on core competencies, functional & technical expertise

System Monitoring

February April, 2011

How Many Are Familiar With This?

February April, 2011

Epicor System Monitoring and Management

Provides 24x7 monitoring of the servers and components within your IT environment Extensive availability, performance and health reporting
Proactive alerts and support to address potential problems Expert resources to help resolve issues

February April, 2011

Epicor System Assurance

System Threats Technological Overview
Provides a secure, reliable and affordable solution for ensuring your IT system is readily available in case of system issues or disaster Designed with small and mid-sized businesses in mind where it provides a pragmatic and cost effective solution for something that often is overly complex and expensive

Environmental

Benefits
Infrastructure
Provides peace of mind Simple, affordable cost structure Scalable and flexible to expand with growth Abstracts set up and management complexity Minimizes system downtime and business disruption Utilizes a best-in-class technology and datacenter

Human

Critical component in a companys business continuity plan

February April, 2011

Thank YouQuestions?

Appendix

Upgrading to Epicor 9 Upgrade Path

Vista/Vantage pre-8.0 releases > 8.0 Vista/Vantage 8.0 versions > 8.03.400 Vista/Vantage 8.03.400 versions > Latest Vista/Vantage 8.03.40x Service Patch Vista/Vantage latest 8.03.40x Service Patch > Epicor 9.04.502 Epicor 9.04 > Epicor 9.05

February April, 2011

Migrating to Epicor 9 Supported Versions

Supported Versions
Enterprise 7.4 Scala 5.1 and iScala 2.3 SR1 Avant 9.3 DataFlo 5.5 InfoFlo 7.0 Manage 2000 6.2, 6.5 or 7.1 ManFact 5.6 Customers on earlier versions must upgrade their system to the applicable system version in order for the tools to work The extraction tools will be upgraded for future releases of the heritage products (for example iScala SR2 ) Customers can migrate directly to Epicor 9.05 using the Epicor extraction and DMT tools

Supported Platforms
Server: Windows 2003/2008, Linux or UNIX Database: SQL Server or Progress

February April, 2011

February April, 2011

Manufacturing and Supply Chain Management Breakout

Epicor 9, Vantage & Vista, iSolutions
Presented By:

Christine Hansen, Manager, Product Marketing

Our Focus is on Your Business

Reach out to your customers in new ways

Use technology to drive new employee satisfaction

Ensure business efficiency

at reduced cost.

February April, 2011

Breakout Agenda
1:00 - 1:05 1:05 - 1:10
Welcome and Thoughts to Consider Reaching Out to Your Customers in New Ways - Extending Your Channel

1:10 - 1:20
1:20 - 1:30 1:30 - 1:45 1:45 - 2:00 2:00 - 2:05 2:05 - 2:15 2:15 - 4:00

Demo Epicor Mobile Sales Assistant and Field Service

Ensuring Business Efficiency and Reducing Costs Demo Operations Demo Financial Using Technology to Drive new Employee Satisfaction Demo HCM Forum Ask the Experts

Thank You to our Corporate Sponsors!

February April, 2011

Epicor Product Strategy

PROTECT
Continued investment in current products and solutions

EXTEND
Standardization of key solutions and infrastructure (e.g., Portal, EPM, Workflow, Office integration)

CONVERGE
Ongoing evolution of applications to a superset product, offering best of all Epicor solutions

February April, 2011

Reaching Out to Your Customers in New Ways - Extending Your Channel

Reaching out to Your Customers in New Ways

Extending Your Channel
Epicor Forecast Pro Can forecast 100s or 1,000s of items automatically Only uses statistically valid algorithms Statistical methods selected for accuracy Built in support for intermittent demand On-screen forecast adjustment Planned Epicor EXTEND solution Epicor Commerce

B2B, B2C, On-premise or on-demand

Supports dealers and affiliates Estimated and actual freight Suggested and related items Multiple payment options Search engine optimization
February April, 2011

Epicor EXTEND solution

Reaching Out To Your Customers

In New Ways Extending Your Channel
Epicor Mobile Field Service
Microsoft Windows Mobile platform Intermec and Motorola hardware (more devices planned) Drag and drop scheduling, GPRS support Remote device control and diagnostics

Epicor EXTEND solution

Epicor Mobile Sales Assistant Supports three field sales scenarios:

Account management Proof of delivery Van sales fulfillment

Inventory visibility across warehouses and van stocks

Epicor EXTEND solution
February April, 2011

Ensuring Business Efficiency and Reducing Costs in Both Operations and Finance

Operations
Customer Managed Inventory

Store inventory on behalf of customers CMI bin holds inventory CMI purchase order receipts created for the supplier who is providing your customers material
Supplier Managed Inventory
Allows a supplier to store product in the your facility SMI bin holds inventory

SMI PO receipt increments on hand quantity

Ownership changes when moved (production/sale)
February April, 2011

Operations
Epicor Enhanced Quality Management
Inspection test plans, skip lot processing, and equipment calibration Supplier cm/ncm, qualified manufacturer Serial/lot, maintenance management and configurator integration Inspection tracker

Multi-plant/company

Epicor Training Management

Course maintenance includes length, syllabuses, prerequisites, materials Scheduling includes revisions, location, dates, instructor, max size Pre-plan or have employees request and attend courses Costs and reimbursable expenses
February April, 2011

Operations
Epicor Maintenance Management
Preventative approach to EAM with inspect, repair, and correct template plans Plan/schedule by calendar or usage (meter readings) and auto schedule down-time Work order requests and activities (operations on job) against specific tools/equipment (special parts) Integration with Enhanced Quality Assurance

Epicor Lean Manufacturing

Set production and cell targets daily and weekly with hours and unit throughput, and analyze activity Select multiple Jobs to start, to finish by Group by / Attributes Have system select Jobs by next time period to make x units Lean metrics/execution for MTO/CTO
February April, 2011

Financial
Epicor Deferred Revenue Accounting DR schedules based upon product/order type or revenue rules Handles product, maintenance, services and bundled revenues Automatic GL mapping, monthly posting Prorate and allocate revenue for contract updates, amendments, renewals Forecast and reconciliation reporting Epicor Advanced Allocations

Source, offset, target accounts, tiered allocations, scheduling of batches

User driven formulas Arithmetic operators Fixed values, BAQ results Financial / statistical balances Audit trials and history tracker
February April, 2011

Financial
Epicor Advanced Financial Reporting
Multi-company, multi-book reports Continuous consolidation, revaluations Data and report security improvements Generate tree based on COA Mathematical expressions in row summaries Row level formatting and display rules for currency and negative amount fields

Epicor Advanced Financial Reporting

Convert FRx/MMR reports to AFR format and report creation wizard

Support for external data source (e.g. Excel) within rows

Drill down within reports and to sub-ledgers (Epicor 9 only)

XBRL tagging for SEC submission (Add-on) Epicor EXTEND solution
February April, 2011

Financial
Epicor Tax Connect 1099s 1099 corporate exception is ending

Extracts AP invoices from the 1099 MISC or 1099 INT bucket by period
Automates process of buying forms, print, mail, file and retain records Epicor EXTEND solution

Altec doc-link AP Workflow Integrated document management system. Reduce labor and time in AP Processing. Enables you to archive, workflow, retrieve and research document transactions.
electronic workflow AP Processor Invoice Approver
February April, 2011

Epicor EXTEND solution

Using Technology to Drive new Employee Satisfaction

Using Technology to Drive

New Employee Satisfaction
Epicor HCM Configurable homepage
Quick links for managers to people Single secure UI for all users

Recruitment

Benefits Management
Talent Management Epicor Time & Expense Management

Multicurrency expense sheets

Approval and approvers (any, all, self) Deeply embedded with AP, Project, WBS, Job, Assembly, Operations

Direct, Indirect and reimbursable

Quick entry codes and copy function Notes and comments and multiple views
February April, 2011

Our Focus is On Your Business

Helping you reach out to your customers in new ways

Helping you ensure business efficiency

Helping you use technology to drive new employee satisfaction

And with reduced costs

February April, 2011

Roadmap for Service Packs

Future Releases, Release Content and Dates Subject to Change

Epicor Vantage and Vista Roadmap

Released Maintenance:
Number 8.03.409 8.03.409a 8.03.409c Release Service Pack Patch Patch Date February 2010 March 2010 June 2010

Planned Maintenance:
Number 8.03.410 Release Service Pack Date April 2011

February April, 2011

Future Releases, Release Content and Dates Subject to Change

Epicor ERP Roadmap

Released Maintenance:
Number 9.04.505 9.04.505b 9.04.505c 9.04.506 9.04.506a 9.04.506b Release Service Pack Patch Patch Service Pack Patch Patch Date December 2009 December 2009 January 2010 March 2010 March 2010 April 2010

9.04.506c 9.04.507 Planned

Number 9.04.508

Patch Service Maintenance: Pack

Release Service Pack

June 2010 January 2011

Date June 13 2011

February April, 2011

Future Releases, Release Content and Dates Subject to Change

Epicor ERP Roadmap

Released Maintenance:
Number 9.05.600 9.05.600a 9.05.600b 9.05.600c 9.05.601/a 9.05.602/a Release Service Pack Patch Patch Patch Service Pack/Patch Service Pack/Patch Date March 2010 April 2010 May 2010 July 2010 September 2010 November 2010

Planned Maintenance:
Number 9.05.603 9.05.604 9.05.605 9.05.606 Release Service Pack Service Pack Service Pack Service Pack Date February 2010 April 2011 June 2011 August 2011
February April, 2011

Open Forum Ask the Experts

If you missed the Summit last year, we wanted to provide a glimpse into some of the exciting features we highlighted. Feel free to inquire for more information.

Thank you again to our Premier Sponsors

February April, 2011

Supplementary Content

Operations
Epicor Advanced Estimating & Pricing
High degree of complexity and wide array of pricing strategies Multiple routes to produce a job Unlimited quantity estimating Recommends optimal production paths Configurable pricing schemas Supports offset, digital and wide-format print operations

Epicor EDI and Demand Management

New CTP at Demand, and EDI Configurator
Added multiple grouping option for mass processing, and mass print of sales orders, packing slips and AR invoices

Enhanced Net Change report, Demand Entry log, and Part Validation options
Added Mark For and In Transit shipments, Close Rejected Schedule, and Cancel Nonmatched Order Releases
February April, 2011

Operations
Epicor Strategic Sourcing
Electronic RFx functionality with support for 20 events types including English, Dutch auctions, etc Public and private events with mobile notification of bids and split awards Supplier collaboration, negotiation, spend analysis and scorecards Epicor EXTEND Solution

Epicor Secure Data Manager

Listed by PCI Security Standards Council as a validated PA-DSS payment app Generates tokens to represent sensitive data which is transformed at point of entry into proxy numbers or reference pointers Uses AES 256-bit encryption Reduces costs, resources, risks Epicor EXTEND Solution
February April, 2011

Operations
AgileShip Manifest
A Complete Global Shipping Solution Agile Export Agile Route Agile Manage
Reduce each transaction cost by Reduce transportation costs up to

Automate compliance for parcel, LTL, & TL shipments

Rate shipments, generate labels & required documentation Verify US addresses for errors, zip + 4 correction, residential delivery Update Epicor with freight charges and tracking data

$10
Epicor Carbon Connect

30%

Understand and manage Federal

Government compliance exposure Provide energy efficiency opportunities Reduce risk through rising energy prices and compliance fines Increase operational cost savings and drive business performance Epicor EXTEND Solution
February April, 2011

Operations
Epicor Project Billing
Fixed fee and T&M Progress claims and retentions Cost plus Charge rates for labor Cost pooling (GL allocations) Project contracts and variations Create multiple approval tasks for supervisor or project manager

Epicor MRP and CTP Management

Componentized MRP process improves performance: Recycle Jobs, rough cut scheduling, auto firm horizon, and auto release horizon

Start minimum quantity support

Multi-level CTP, cumulative lead time calculations, plan as assembly, and auto consume stock for MTO
February April, 2011

Future Releases, Release Content and Dates Subject to Change

Operations
Epicor Sales Force Automation
Universal person added to Contact Management
Quick Entry for Contact, Customer in LOQ Industry codes and attributes (IM, twitter, etc)

New Confidence Factors (best, worst)

Visibility of National A/C in BAQs

Epicor Case Management

Sales oriented case workflows (workforce role link) Quick Call accessible from the menu NEW: CRM user license, separate from Office user license

February April, 2011

Financial
Epicor Tax Connect UT Connects AP Invoice, Debit Memo and Supplier Master Automatic Use Tax calculation based on flexible application configuration Reporting and filing with appropriate tax jurisdictions Planned Epicor EXTEND Solution
Epicor Petty Cash Employee, customer, supplier, bank, cash and other operations

Advances, issues, returns, prepayments, receipts, wages

Tax, comments, voids, balances Multi-currency and revaluations

Integration with Expenses

February April, 2011

Financial
Epicor Asset Management
Configurable depreciation rules Accelerated switch to straight line (US MACRS/ACRS) Multi-currency and multi-book Mass maintenance and status Interfaces: AR, AP, PO, GL, MM, PM, IV

Epicor Contract Renewals

Invoice contract directly at Invoice Entry (no need for order and shipment) Renewal quotes and service contract renewal at expiry Append and remove contract items Link agreements for co-terminus support
February April, 2011

Epicor Enterprise Performance Management

Epicor EPM Server

Scheduled cube processing

Localization and translation Rich packaged content (incl. CRM)
21 cubes, 350 gems 700 measures, 1500 dimensions

EPM Performance Canvas

Epicor Embedded Dashboards

Support for updatable BAQs Easier deployment of EPM gems

Direct publication as SharePoint 2007 ands 2010 Web Parts

Enhanced grid management of colors, fonts, alignment, sorting
February April, 2011