Epicor iscala Product. Petra Kristoficova

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Epicor iScala – Product

Strategy

Petra Kristoficova

Manager, Product Marketing Manager, Product Marketing

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Safe Harbor Statement

FORWARD‐LOOKING STATEMENTS: This Presentation may contain certain statements that may constitute forward‐looking statements under the Private Securities Litigation Reform Act of 1995. These forward‐looking statements may include statements regarding future product releases, future functionality, revenues, cash flows, growth prospects, installed base of customers, the launch of new products and other statements that are not historical fact. These forward‐looking statements are based on currently available competitive, financial and economic data together with t' i d ti di f t t d b i f t th 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 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 filings with the Securities condition of Epicor s customers; and other factors discussed in Epicor s filings with the Securities and Exchange Commission, including Epicor’s S‐4 Registration Statement filed on January 11, 2012 and our future filings, including our quarterly reports on Form 10‐Q. 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.

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What are we going to talk about?

1 Epicor iScala – Overview & Product Strategy

2 Epicor iScala – Maintenance & Support

3 iScala – What’s coming

4 Epicor ICE for iScala – The next big thing

5 Extend Solutions Getting the most out of iScala

5 Extend Solutions – Getting the most out of iScala

6 A Call to Action

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Epicor Product Strategy and Vision

CONVERGE CONVERGE EXTEND EXTEND PROTECT

PROTECT EXTENDEXTEND CONVERGECONVERGE PROTECT PROTECT Continued investment in Standardization of key applications Ongoing evolution of applications to a and support of Epicor’s current products and solutions and infrastructure to deliver additional value across Epicor’s current superset product, offering best of all Epicor’s products and solutions

solutions Epicor s current products and solutions

and solutions

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Epicor Product Strategy and Vision

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Protecting your Investment

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Epicor iScala – Maintenance Development

Procedures

Epicor issue regular maintenance releases (HotFix) every 2 Epicor issue regular maintenance releases (HotFix) every 2 weeks iScala 2.3 SR3 (maintenance release every 6 weeks)( y ) iScala 2.3 SR2 (maintenance release every 6 weeks) iScala 2.3 SR1 (maintenance release every 6 weeks)( y ) Schema changes not normally permitted Limited enhancements permittedp Special one‐offs called FixKits available on request Schema changes are not permitted Schema changes are not permitted Enhancements/new functionality not normally permitted © 2012 Epicor Software Corporation

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Supporting Our Customers

Delivery of numerous enhancements and Country Specific Functionality (CSF) features: iScala 2.3 SR1 – 385 enhancements and CSF features iScala 2.3 SR2 – 222 enhancements and CSF features iScala 2.3 SR3 – 130 enhancements and CSF features and counting …and counting © 2012 Epicor Software Corporation

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iScala for Brazil

Delivery of support for revised legal Delivery of support for revised legal requirements requirements Multiple database schema changes Multiple database schema changes Changes to the iScala Advanced Tax Engine Changes to the iScala Advanced Tax Engine Changes to the iScala Advanced Tax Engine Changes to the iScala Advanced Tax Engine (ATE) (ATE) Supporting our customers on their current Supporting our customers on their current Supporting our customers on their current Supporting our customers on their current release (iScala 2.3 SR2)

release (iScala 2.3 SR2)

Pilot project for Epicor iScala Development Pilot project for Epicor iScala Development Pilot project for Epicor iScala Development Pilot project for Epicor iScala Development

New development methodology New development methodology

New way of working with customers to improve New way of working with customers to improve New way of working with customers to improve New way of working with customers to improve delivery delivery © 2012 Epicor Software Corporation © 2012 Epicor Software Corporation

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Global Trends

Increased electronic audit and traceability Increased electronic audit and traceability requirements requirements Movement to electronic submission of reports Certify/authorize business documents & transactions Tougher security and compliance regimes require tighter controls ERP certification and approval is more ERP certification and approval is more common in around the world common in around the world Adoption of regional standards in banking Adoption of regional standards in banking such as SEPA in Europe such as SEPA in Europe © 2012 Epicor Software Corporation © 2012 Epicor Software Corporation

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New Development Methodologies

Introduction of SCRUM Agile development Agile development Focus on: I t ti ith t & Interaction with customers & partners

Shorter development projects Shorter development projects “Story” development Proto‐types & concept reviews Dynamic teams to better utilize our resources Better service for our © 2012 Epicor Software Corporation customers

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Epicor Development Process – Scrum framework

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What Next?

Epicor iScala:

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A new dawn for

iScala…

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Epicor iScala Roadmap: November 2012

Future Releases, Release Content and Dates Subject to Change Epicor EPM Performance Canvas • 4 x New Content Packs Epicor AFR 9.05.701A Epicor Mobile Field Service iScala NEXT • Platform Enhancements • Performance Epicor ICE 3.0 for iScala • Phase II Content • Service Cycle • Sales. Fin. Mfg. & Inv. iScala 2.3 SR2 Brazil SP 1 9.05 • Service Order Entry via Handheld • Customer Requests Improvements • UI Improvements • Localisations & CSFs • Customer Requests • Inventory iScala NEXT SP 1 • Localisations & CSFs Epicor Mobile Field Service 9.04.01 • Support for Android and iOS Devices Epicor XL Connect • Inventory Content Pack

• Statistics Content Pack

q • Security & Governance Enhancements • Integration to Epicor ICE 3.0 • Customer Requests Epicor Mobile Sales Assistant x iOS Devices Epicor XL Connect • AP/PL Content Pack AR/SL C P k • Statistics Content Pack Epicor HCM Integration to iScala Payroll E l D I 3.0 Epicor ICE 3.0 for iScala • Phase I Content Fi • AR/SL Content Pack Epicor iScala Collect 4.2 • Employee Data In • Payroll Data Out • Finance • Sales Cycle • Purchase Cycle Epicor Storefront 9.05

3 months to Dec Dec

2012 2012

6 months to

Mar 2012

9 months to June June

2013 2013

12 months to Sep Sep

2012

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iScala 3.0 Development Themes

Future Releases, Release Content and Dates Subject to Change Localization & Globalisation Security & Governance Usability Improvements Lease Management Globalisation ‐ ‐ ‐ Brazilian CSF Governance ‐ ‐ ‐ Performance & Improvements – Phase II ‐ ‐ ‐ g ‐ ‐ ‐ Customer Brazilian CSF uplift & key localisations e o a ce & Platform Improvements Mobility – Epicor Mobile Requests © 2012 Epicor Software Corporation © 2012 Epicor Software Corporation

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Country Specific Functionality (CSFs)

Future Releases, Release Content and Dates Subject to Change Merge of iScala 2.3 SR2 Brazil into iScala NEXT Support for new Banking interfaces: SEPA Phase II – Customer Payments, MT‐9xx Interfaces using Service Connect Multiple TAX/VAT Enhancements VAT/Tax Archiving and Reporting Harmonized Nomenclature Classification based VAT/TAX Calculation Support for AP invoicing by customs declarations Localizations for Baltics, Russia and Scandinavia Localizations for Romania © 2012 Epicor Software Corporation

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Sales and Customer Management

Future Releases, Release Content and Dates Subject to Change

Enhancements to the Advanced Credit Control functions Enhancements to the Advanced Credit Control functions Phase III: Improvements to the picking module I d h i d l Improved warehouse security and controls Case Management and RMA handling Sales Call‐off contracts * Introduction of additional Action Screens * Inventory and sales management

Integration to Epicor Mobile Sales Assistant * Integration to Epicor Mobile Sales Assistant

Sales Force Mobilization

* Resource & Demand Dependent

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Lease Management

Lease Management billing enhancement Lease Management billing enhancement Variable interest for finance leases N ffi i i New efficiency options: Improved integration to Asset Management Improved delivery planning capabilities Completion of revenue recognition and deferrals Building on the Revenue Recognition Module

Leave Management Service Connect integration package Leave Management Service Connect integration package

Import, update and export of Lease Contracts

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Service and Aftermarket

Major gains coming from COM+ Restructuring Major gains coming from COM+ Restructuring Introduction of additional Warehouse Controls T M I Transport Management Improvements Uplift of existing Sales Order functionality Service Connect Integration Package for Service Contracts Import and export of Service Contracts Expansion of integration to Epicor Mobile Field Service Case Management / RMA handling

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Purchase to Pay

Requisition and procurement enhancements * Requisition and procurement enhancements Expanded Multi‐level requisition approvals P t P d Payment Procedures: New security constraints – focused on Financial Service Centres Payment approval validation controls * Resource dependent * Resource & Demand Dependent © 2012 Epicor Software Corporation Resource dependent

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Usability Improvements

Future Releases, Release Content and Dates Subject to Change Completion of the Sales Order Grid – introduced in iScala 2.3 SR3 Expanded to Sales Order Enquiry Several additional fields added to the Grid Introduction of new Grid‐based screens: Purchase Order Entry, Enquiry and Delivery screens Order Header Customization – Improved usability Performance Improvements Introduction of support for multi‐tasking gestures * * Resource & Demand Dependent © 2012 Epicor Software Corporation

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Platform Improvements

Future Releases, Release Content and Dates Subject to Change Integration to Crystal Reports 2011 Replace Crystal XI reporting and print engine Support for the latest Microsoft Platforms: SQL Server 2012 Server 2012 Windows 8 Multi‐level Snap Searches Link multiple Snap Searches In‐context ad hoc on‐screen enquiriesq Drill‐down/Drill‐up capabilities © 2012 Epicor Software Corporation

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Platform Improvements

Future Releases, Release Content and Dates Subject to Change Next phase of Grid 2.0 development supporting multi‐ grid screens Improved audit capabilities –p p Integration with Epicor DBAudit * COM+ Restructuring Performance Improvements Performance Improvements Stability improvements

Integration to Epicor ICE for

iScala…

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Evolution through a technology

Epicor ICE for iScala:

Evolution through a technology revolution

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Gartner Magic Quadrant

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Epicor Software Corporation. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including i f h bili fi f any warranties of merchantability or fitness for a particular purpose. Source: Gartner, Inc., “Magic Quadrant for Single‐Instance ERP for Product‐Centric Midmarket Companies,” June 27, 2012 (Christian Hestermann, Chris Pang, Nigel Montgomery) © 2012 Epicor Software Corporation

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Epicor Internet Components Environment (ICE):

Enabling Platform

Epicor ICE brings next generation capabilities* to Epicor solutions Epicor ICE brings next generation capabilities to Epicor solutions Easily integrate disparate data Tailor solutions just for YOUj Enable business . . . Anywhere! Boost productivity p y Enterprise search Office applications & SharePointpp Manage unstructured data with Epicor Social Enterprise © 2012 Epicor Software Corporation

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Abstracting Technology

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Epicor ICE Connect

Power of SOA

Secure bi‐directional interaction between current distribution solution and ICE Content pack: Schema API Service Connect Runtime Sample Workflows Sample BAQs and Dashboards © 2012 Epicor Software Corporation

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ICE Value to You

Get even more out of iScala

Predefined Content Packs for key functional business areas/users Sales Purchase Inventory Inventory Finance Web‐based screens for iScala Epicor (Updatable) BAQs Epicor Mobile Access Information Worker & Microsoft Integration Enterprise search © 2012 Epicor Software Corporation

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Have your cake

and eat it…

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Getting more out of iScala

Extend Solutions:

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Reportering & Business Intelligence (BI)

Epicor Enterprise Performance

Management (EPM) Integration

Prepackaged Content Packs – Cubes, Canvases, KPIs Focus on four Key areas Financial Management & Control Quoting and Sales Inventory Management & y g Warehousing Manufacturing Planned GA: November 2012 © 2012 Epicor Software Corporation

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Epicor XLConnect for iScala

Prepackaged content packs for

Epicor XLConnect for iScala

General Ledger (GL) and

Financial Management

Sales Ledger (SL) / Accounts

bl (

)

Receivable (AR)

Purchase Ledger (PL) / Accounts

Payable (AP)

Planned GA – October 2012

Planned GA October 2012

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Epicor Mobile Field Service (EMFS)

EMFS integration Uplift

Support for EMFS 9 04 01 Support for EMFS 9.04.01 Introduce support for Android and iOS devices iOS devices Minor improvements and h t enhancements Planned GA: November 2012 © 2012 Epicor Software Corporation

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We need you

A Call to Action

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Epicor needs you…

BE PROACTIVE ‐ We need customers to help:

Test iScala 3.0 – be a Beta customer or “Early Adopter”y p

Actively review enhancements & new functionality

Provide us with feedback:

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Epicor iScala Strategic Product Roadmap

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