André Corriveau, our CINO, talks about our fully vertically integrated portfolio and how it translates to the PCBA industry

To get things started for this product roadmap and expanded portfolio presentation, and since I'm the first speaker, I thought it would be good to start with explaining how we help our customers achieve their digitalization goals. For this, we often refer to our Factory Data Journey. This journey basically consists of four steps and we use it a lot as a filter for making the decisions about which new product we want to put forward and where we want to invest in product development. Therefore, some of you might have already heard about our Factory Data Journey, but I'm I am going to quickly walk you through it and explain how it relates to the five product families you see on the slide as the building blocks of the pyramid.

Let's start! The journey starts with Factory Data Collection, and this is basically covered by our connectivity product family. Collecting data is really the foundation of any digitalization effort and this is why we see it at the base of the pyramid. The challenge here, and I'm sure you will relate to that, is that you typically need to tap on different data sources and protocols of a vast array of machines of different types, brands, and of different vintages and this can quickly become a complex undertaking. This is why we came up with our Co-NECT platform to help solve this problem. As you may know, this is clearly an area where we have invested a lot in the past few years and where we will continue to invest in.

The second step of the journey is Data Management and for this you need a data platform that basically fulfills three major objectives:

• The first one is the data storage itself - how it is structured and how the data retention needs to be managed.
• Then there's often a need to couple different sources of data together in order to bring more context and add meaning to the data.
• And third, a data platform needs an open architecture because you will need to service the different applications that need to consume the data for different purposes.

The third step of the Factory Data Journey is how you will use this data to automate and control your processes. This is covered by the next two product families you see on the pyramid: Material & Process Control and Traceability. This enables full control and traceability of your products, material and processes.

Finally, the last step of the journey is about calculating key process indicators to measure the performance of your operation. From that, you need to drive smart actions to improve based on this intelligence (this is actually a topic Greg will cover in a bit more details during the webinar)

Now, the exciting part is that, with the close relationship we have with iTAC and the other members of the Dürr family, we can extend our vision by adding a layer at the top of the pyramid. As you can see on the slide, we can introduce complementary modules like the complete MES/MOM suite from iTAC, the advanced planning and scheduling module from Dualis, and we can also extend our analytics capabilities with more advanced analytics using the BI and AI platforms from iTAC. In other words, this is what we call our expanded portfolio.

This gives us the chance to offer the most comprehensive plug-and-play portfolio in the industry. We now have the means to provide a fully vertically integrated solution that start from the ground with Machine Connectivity all the way to enterprise-level software. This vertical integration is not done at the expense of modularity. As you know, modularity has always been an important feature for Cogiscan and even with the extended portfolio this holds true since each platform can run basically standalone or in collaboration with each other to reach their full potential.

Scalability goes well with modularity and a practical approach to implementing the factory data journey is to go step by step from the ground up, one success up to the other - starting with data collection from the machines and then move on to software control to IIoT and advanced analytics and to complete MES command capabilities if that's required. So, we can basically adjust to where you are in your Factory Data Journey.

Before adding iTAC to our portfolio, we already had an analytics platform. This platform can now combine with the new options we got from iTAC (BI and AI platforms). We can now provide a full suite of analytics solutions to basically answer the four big questions:

• what happened
• why it happened
• what will happen next
• what should be done to prevent a problem.

The interesting part is, and Greg will talk about that later, that on top of the analytics tools we have available we are building a library of ready to use use-cases that are specific to electronics assembly challenges. This can be used to bring instant value and quick ROI.

Also, our collaboration with iTAC enables Cogiscan to be enterprise-level ready by bringing the right mix of modules that need to be run on premises, with enterprise-level solutions that need to be deployed over the cloud. For example, this could be used for multi-site visibility and management. Lastly, and thanks to you our customers, we do have a significant footprint of factories running our software across the world today.

The following slide summarizes the scope of the intervention we can handle right now in your factory.

• It starts at the top with material management, from receiving to point of view. This can be augmented with automatic delivery of materials for example using Automated Guided Vehicles or AGVs using the transport control option.
• After this, we can plan production and adjust the plan automatically based on the resources availability in real time using the Advanced Planning & Scheduling module.
• At the bottom of the slide, you can see Shop-Floor Integration to leverage the data that comes from the machine. This is basically our Connectivity layer.
• Then, you can do shop floor control to make sure that the process is under control.
• There are also other complementary modules, like the ones you can see on the right side, that are available to manage production, quality and maintenance.
• Of course, we can record all the products, material, processes, inspection, and measurement data using the Traceability module to demonstrate compliance or efficiently managed recalls.
• Finally, what you see on the left side is the suite of Advanced Analytics solutions to monitor and improve the process.