UNLEASH GROWTH WITH THE EPICOR BUSINESS CASE

Transcription

1 UNLEASH GROWTH WITH THE EPICOR BUSINESS CASE Eric Frantz Value Advisor Value DynamiX Epicor Software Corporation Epicor Software Corporation 1

2 SAFE HARBOR STATEMENT FORWARD-LOOKING STATEMENTS: This Presentation may contain certain statements that may constitute forward-looking statements. These forward-looking statements may include statements regarding future product releases, future functionality, expected 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 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; changes in the overall economic and financial condition of our markets or customers; and other factors. As a result of these factors the business or prospects expected by Epicor may not occur. Epicor undertakes no obligation to revise or update publicly any forward-looking statements. Epicor Software Corporation 2

3 AGENDA 1. Unleash Growth with EBC 2. EBC Process 3. Caveats 4. Engage with Epicor Epicor Software Corporation 3

4 UNLEASH GROWTH WITH EBC Epicor Software Corporation 4

5 UNLEASH GROWTH WITH EBC The EBC is an assessment on the value of implementing best practices through Epicor solutions. EBC provides: Return on investment Roadmap to move forward Potential risk of keeping the status quo As the Aberdeen Group has written, companies gain the most benefits from their ERP solution if the possible return on investment (ROI) was identified before the start of the ERP project and measured continuously throughout the implementation process. Epicor Software Corporation 5

6 WHAT IS EBC? A process that aligns the customer/prospect s business objectives, challenges, and best practices to Epicor solutions Collaboration of Customer/Prospect Personnel and Epicor Financial quantification of benefits achieved by meeting business objectives through the use of selected Epicor solutions Output - Executive level presentation material for justification of the project Establishes the plan for value realization moving forward Tools, documentation, training, and delivery (of the process, deliverables) Epicor Software Corporation 6

7 WHAT IS COMPELLING ABOUT EPICOR BUSINESS CASE (EBC)? We discuss your business challenges, issues We align solutions to business objectives, strategies (e.g. revenue growth, profit enhancement, asset effectiveness, risk avoidance/mitigation ) We bring insight on peers, and industry We provide support in building your justification (Appropriation Request) Epicor is committed as a business partner This is not a Business Case that is based on companies similar to you or an industry estimate. This will be a financial justification based on specific business improvements identified by your leaders unique to the Epicor product. Epicor is there to lead the conversation and help validate their assumptions. The final deliverable (Business Case) will be approved by your top financial leaders. Epicor Software Corporation 7

8 EBC PROCESS Epicor Software Corporation 8

9 AS WE ENGAGE WITH CUSTOMERS/PROSPECTS, THERE ARE TWO LEVELS OF VALUE DISCUSSIONS: Initial Insight Point of View Industry-wide view of typical challenges and best practices Epicor Business Case Customer and solution specific business case Value Realization Epicor Software Corporation 9

10 EPICOR BUSINESS CASE METHODOLOGY Scoping Validation Analysis Present Scoping what business areas are impacted? Validation what are the business objectives, challenges, and remedies? Analysis how does Epicor impact, including the quantification, metrics? Presentation packaging of the presentation, including Value, Risks, Plan. Epicor Software Corporation 10

11 LOOKING FOR VALUE LEAKAGE Supply Chain Tier 1..N Operations Customer Service Epicor Software Corporation 11

12 EPICOR 1 ST ORDER, 2 ND ORDER VALUE LEAKAGE* For each business process impact, best practice What is the 1st Order impact if you do it right? For example, Improve Inventory Turns What is the 2nd Order** impact (downstream process or result)? For example, Improved Inventory Turns results in improved fill rates, revenue capture, asset utilization, reduced carrying costs. * Value Leakage is quantified in terms of Revenue, Cost, and Capital impact ** 2nd Order impact is typically much greater than 1st Order Epicor Software Corporation 12

13 VALUE ANALYSIS Value Current, Future Revenue Enhancement and Revenue Loss Avoidance Cost Reduction and Cost Avoidance Asset Effectiveness Epicor Software Corporation 13

14 EPICOR BUSINESS CASE INCLUDES: New Implementations Upgrade Migration Cloud Deployment 2 nd Site, Acquisitions Epicor Software Corporation 14

15 DELIVERABLE* Executive presentation Executive Summary Business Case Analysis Project Timeline, Resources Appendix (screen shots, interviews, questionnaires.) Determine next steps *Deliverable example is for an On Site Business Case Epicor Software Corporation 15

16 EBC EXECUTIVE SUMMARY DELIVERABLE Epicor Software Corporation 16

17 EBC EXECUTIVE SUMMARY DELIVERABLE Epicor Software Corporation 17

18 CAVEATS Epicor Software Corporation 18

19 CAVEATS: We don t know the benefits of. We don t have the data to Why should we have this discussion with a software company? Headcount reductions are sensitive We only use hard savings Our people don t have the time to. Is this EBC analysis about us or just generic? Epicor Software Corporation 19

20 ENGAGE WITH EPICOR Epicor Software Corporation 20

21 Q&A Epicor Software Corporation 21

22 THANK YOU Epicor Software Corporation 22