Infor d/EPM

Infor is a global US-based vendor of ERP, CRM, BI, SCM and other industry-focused business software solutions. The company was founded in 2002, has more than 170 offices in 41 countries and supports over 90,000 customers in around 200 countries. Infor is privately held by Golden Gate Capital, Koch Industries and Summit Partners.

Infor Dynamic Enterprise Performance Management (d/EPM), formerly Infor BI, the vendor’s original BI and CPM product, was initially developed by MIS long before 2002. Several acquired products were combined into Infor d/EPM, which includes components for dashboards, reporting, OLAP analysis, planning and financial consolidation. With the acquisition of Birst in 2017, Infor’s BI portfolio has been enhanced with a cloud-based BI platform for formatted and ad hoc reporting, dashboarding and analysis. Since the acquisition, Infor has changed its go-to-market and product positioning strategy significantly, splitting its portfolio into BI and CPM products. Birst is now positioned to serve BI usage scenarios and Infor d/EPM – Infor’s existing CPM product – to serve CPM usage scenarios. Infor d/EPM and Birst are marketed to mid-sized companies and large corporations in all industry sectors.

Infor d/EPM is a flexible CPM product combined with business content. The platform provides a multifaceted development environment for tech-savvy business power users to build custom CPM and BI applications. Predefined CPM applications are available for various business functions and industries, including strategy management, budgeting, planning, financial consolidation, workforce planning and workforce budgeting. Recently, the vendor introduced a new version of Infor d/EPM with modernization improvements such as redesigned user interfaces and web-based administration.

Birst is Infor’s cloud-based flagship platform for BI and analysis/data discovery. The product plays a significant role in Infor’s BI and cloud strategy. According to the vendor, Birst connects to Infor’s operational systems such as ERP and CRM, to Infor d/EPM’s underlying OLAP database, and also to non-Infor systems. One of Birst’s particular strengths is its access to many different data sources and their combination in the product’s integrated semantic layer, which is exposed to users.

User & Use Cases

Besides planning, customers mainly use Infor d/EPM for standard/enterprise reporting (88 percent), ad hoc query and reporting (88 percent) and basic data analysis (76 percent). 57 percent of respondents plan to use it for advanced analysis in the future. Infor d/EPM targets mid-sized companies and large corporations across all industries. 48 percent of our sample of Infor d/EPM customers come from mid-sized companies (100-2,500 employees) and 48 percent from large companies (more than 2,500 employees) with a median of 100 users (with 70 of them using planning functionality). However, the mean of 312 users (173 for planning) indicates there are also some larger implementations. 53 percent Infor d/EPM users are planning users – just below the survey average of 63 percent – reflecting the fact that Infor d/EPM is essentially an integrated tool with strong planning but also BI functionality.

Current vs. planned use (besides planning)

N=33

Percentage of employees using Infor d/EPM

N=33

Planning users (as a percentage of all users)

N=33

Total number of users per company

N=33

Number of Planning Users

N=33

Company size (number of employees)

N=33

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BARC’s Vendor Performance Summary contains an overview of The Planning Survey results based on feedback from Infor d/EPM users, accompanied by expert analyst commentary.

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Infor d/EPM

Peer Groups BI-focused products, Enterprise software vendors, Financial performance management products, Global vendors, North American Vendors, Solution-focused planning products
VendorInfor
Number of responses33
ProductInfor Dynamic Enterprise Performance Management (d/EPM)
Offices168 offices in 41 countries worldwide
Employees> 15,000
Customers68,000 (in total, not only d/EPM customers)
Revenues (2018)$3.1 billion
Websitewww.infor.com