荃登資訊顧問股份有限公司. Bruce Kuan. Copyright NetSuite Inc., All Rights Reserved.

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1 荃登資訊顧問股份有限公司 Bruce Kuan

2 NetSuite Overview 1998: Founded by Larry Ellison & Evan Goldberg Strategy: Deliver integrated business applications as online services to small and mid-sized businesses Results: 7,500+ customers 80% workforce expansion and 3 new countries in 2003 Sales growth 2x year-over-year for last three years (on pace to repeat) Currently 300+ employees

3 Business Pressure Is Immense From Inside and Out Fierce competition for customers You must turn fragmentation into single view of the customer Revenue, margin improvement from shareholders You have to generate incremental sales and cut costs Business advancement from customers, suppliers You have to be a preferred partner You must be easy to do business with Medium enterprises are struggling to keep up!

4 E-Business is now Just Business Back Office+Front Office 2004 Nice to Have 2005 Must Have Over the next few years, integration between a company s accounting package and its CRM package will move from a nice to have to a must have. Laurie McCabe, Vice President, Summit Strategies Inc.

5 You Have to Keep Up with Demands Or be replaced Suppliers Prices Delivery Quality Communication Technology Requirements Requirements Shareholders Company value Stock price Dividends Your Company Regulators Corporate Governance Statutory Reporting Taxes Requirements Requirements Customers Service levels Price Delivery Quality Communication Technology

6 The Challenge: Fragmentation Knowledge, Process Fragmentation Hinder Siloed Departments = Incomplete customer view Fragmented Processes = Higher costs Web Order Invoice Customer Service Sales Order Pick & Pack Web Store Order Mgmt Finance Warehouse Support

7 The Solution: E-Business Transformation Enterprise, Partner Integration Bring knowledge and people together to manage your business Automate and connect business processes in your company Extend processes across to your customers, suppliers Manage in real-time with smarter, faster decision making Suppliers & Partners Relationships Your Company Relationships Customers

8 Challenge: Process Fragmentation Knowledge, Process Fragmentation Hinder Siloed Departments = Incomplete customer view Fragmented Processes = Higher costs Web Order Pick, Pack, & Ship Customer Service Sales Order Invoice Web Store Order Mgmt Warehouse Finance Support

9 Small to Medium Enterprise Web Warehousing SFA Accounting Support

10 The Solution: One Application Business Process Flow Orientation Customer Portal Vendor Portal Web Store Web Site Shipping Purchasing Marketing Campaigns Sales Force Automation Support Mgmt Partner Mgmt Order Mgmt Financials Inventory Payroll

11 Complete Relationship Management Ecommerce CRM Program to Lead Lead to Order ERP Issue to Resolution Create a single view of the customer Improve service levels with business process automation Leverage customer intelligence for customer specific strategies

12 ERP Simplify Back Office Automation Ecommerce CRM Order to Cash Procure to Pay ERP Financials & Employee Mgmt Unify back-office processes for enhanced productivity and profit Improve collaboration among customers, suppliers and partners Increase visibility and accountability

13 ecommerce: Integrated with ERP & CRM Ecommerce CRM Offer to Lead Click to Order ERP Click to Resolution Look bigger than you are Create a dynamic database driven website Tie CRM, ERP and on-line operations together Lower costs and improve customer satisfaction with self-service

14 Real-Time Performance Visibility Dashboards New Leads Top Prospects Commissions To Date Reminders

15 Tailorable: Configuration, Customization Custom Records Custom Code Usability -Terminology -Custom Tabs - Custom Centers Intelligence - Dashboards - Saved Searches Process Flows - Custom Fields - Custom Forms CUSTOMIZATION CONFIGURATION VERTICALIZATION

16 Actionable Behavioral Intelligence: NetCommerce Analytics

17 NetSuite 10.0 Not just Prospect Management-- True Customer Relationship Management Second generation ecommerce for SMBs Wholesale/Distribution Advanced Financials

18 2005 Trends in CRM #1 Integrating the Customer Channel of Choice: the Web Site #2 Moving from Prospect Management to true Customer Management

19 NetSuite 10.0 Actionable Business Intelligence NetSuite continuously mines data (real-time and historical) and proposes actions Based on aggregate customer profiles/behavior Based on individual customer profiles/behavior Benefits The more you know, the more you sell Shorter sales cycles More consistent sales processes Increased revenue and repeat purchases per customer Happier customers Increased customer satisfaction, loyalty Greater customer lifetime value Positive company image

20 NetSuite 10.0 Know More Sell More Behavioral Intelligence: NetCommerce Analytics tracks visitor-specific online activity Order Intelligence: NetSuite Upsell Manager automates cross-sell Customer Intelligence: NetSuite 10.0 delivers the industry s first TRUE 360 customer view

21 Actionable Behavioral Intelligence: NetCommerce Analytics

22 2 nd Generation ecommerce Order Tracking Web Store Knowledge Base Support Marketing CRM ERP Accounting Content SALES / MARKETING AFFILIATE MARKETING SUPPORT ORDER FULFILLMENT INVENTORY FINANCIALS

23 Automated One-to-One Web Activity Tracking emarketing Referring URL Keyword searched Per visit metrics Page hits Click-stream paths Online capture forms submitted Items viewed Shopping cart contents Direct Sales Informed lead follow-up Product interest awareness Streamlined sales process Contact Center Personalized conversations Improved customer service

24 Aggregate Web Activity Analysis Referrer Analysis By Traffic By Revenue Search Engine Keyword Analysis By Traffic By Revenue Per Visitor ROI By Channel By Keyword Lead/Visitor Conversion Analysis

25 Managing Multi-Channel Interactions Offline Online Track Shipments View Order History Manage Support Interactions View Quotes Repeat Orders Update Profile Phone

26 NetCommerce Site Builder Site Customization Dynamic, Database-driven web sites Point-and-click site updates Multi-National Multi-Currency, String Localization WorldPay Multi-Site Host multiple domains from one acct Advanced Search Query any field; format results

27 Site Customization Point-and-click site updates Database-driven publishing Dynamic pricing & content Site Building tools Site Hosting

28 Actionable Order Intelligence: NetSuite Upsell Manager

29 Automated One-to-One Up-Sell & Cross-Sell Direct Sales Up-sell from Opportunity Increase average revenue per sale Contact Center Cross-sell from Customer Profile Help drive Contact Center towards profitability E-Commerce Site Intelligent item relationships Drive customer loyalty and repeat orders

30 Target Group Up-Sell & Cross-Sell Mining Wizard Based on Items Purchased or Items To Offer Purchase History Heuristics Segmentation & Profiling Define Additional Profile Criteria Create Target Group Automate Sales Follow-up Generate Opportunities Schedule Calls, Tasks

31 Advanced Marketing Campaigns & Forecasting Launching in November

32 Marketing Campaigns No limitations on volume sent 10,000/month free Customers sending > 2 million s per year Embedded within NetSuite Real-time statistics True ROI & conversion

33 Advanced Forecasting Multiple forecasting methods Calculated AND mood ring First to include Actuals New portlet provides easy view of quota/calculated/override/actual

34 Customer Intelligence: True 360 Customer View

35 True 360 View of Customer Interactions Cross Channel, in Real-Time Receive Marketing Promotion Service Inquiry Browse Site, Request Information Re-order Online Sales Rep Contact Track Order Shipment In Person Meeting Receive Notification of Fulfilled Order Approve Quote, Place Order

36 Wholesale/Distribution Advanced Financials

37 NetSuite ERP Wholesalers & Distributors Simplifying business management and providing an engine for growth Major Product Emphasis since the 9.0 release Existing Capabilities Serialized Inventory Matrix Items (Options) Pick, Pack and Ship Drop-shipment Multiple Units of Measure Quantity Pricing Customer-specific Pricing Multiple Currency Pricing UPS Shipping Tools Integration Bar Coding

38 NetSuite ERP Wholesalers & Distributors Simplifying business management and providing an engine for growth New Features: Lot Tracking Advanced Inventory Commitment Inventory Re-ordering Special Orders

39 NetSuite ERP Lot Tracking Track Inventory Items with Lot Numbers and Expiration Dates Lot Items use specific-costing method to provide precise profitability calculations Lot numbers can be assigned to Assemblies

40 NetSuite ERP Advanced Inventory Commitment On-hand stock is committed to specific Sales Orders Possible to adjust allocation against specific sales orders manually (e.g. to deal with rush orders) Sales Orders with stock committed appear available for fulfillment in the picking queue Automatic commitment of back-ordered inventory as it is received

41 NetSuite ERP Inventory Re-Ordering User-definable reorder points and preferred stock levels on a per location and per item basis Dashboard reminders inform user when inventory needs to be reordered One-click creation of Purchase Orders for all items requiring reordering

42 NetSuite ERP Special Orders Automatically create special order purchase orders from sales orders

43 NetSuite ERP General Enhancements Allocations Multi-currency bank accounts Budgeting Advanced Billing Revenue Recognition

44 NetSuite ERP Budgeting Create and track multiple budgets for the same fiscal year Create different scenarios for comparison with actuals Import budgets created in excel Create new budgets by copying data from existing budgets and actuals Enhanced budget reports

45 NetSuite ERP Advanced Billing Handles term based subscriptions or contracts Allows for billing over particular time periods Schedule can be tailored to: Entire sales order Item by item basis Easy batch invoicing Forecast is driven from billing schedule, not entire amount at sales order creation Commissions calculated correctly on billings Next generation handling of bookings & billings

46 NetSuite ERP Revenue Recognition Rev rec schedules at the line item level Editable and customizable rev rec schedules Detailed drilldown/audit capabilities Handles reverse amortization for credits/refunds Reports forecast future rev rec scheduled Integrated with Advanced Billing

47 Services for Success NetSuite Professional Services and Solution Providers Professional Services Getting Started Package Implementation Support and Commitment Web-enabled Training Training Services Free On-Demand Training Modules Role Based; Process Based Live Web-enabled Training Role Based; Process Based Administrator Training 2 day boot camp Custom Training On-Site or WebEx customer specific

48 Key Application Benefits Extremely user friendly, but with deep functionality Technical architecture Next-Generation: Service Oriented Architecture Secure: Unbreakable Oracle + Linux Flexible: Any browser, any network Available: Now guaranteed Scalable: 75,000+ users served daily More customizable than traditional applications Click not code, where possible Customizations migrate!

49 Key Business Benefits Seamless data movement/single view of the customer Unbelievable Reporting Real-time dashboards Ad hoc Canned Fast time to utility Significantly reduced cost of ownership Run your business, not software

50 Return on Investment Based On NeSuite September 2002 ROI Study 60% 50% 40% 39% 30% 20% 10% 0% 1001% % 11% % 10%

51 NetSuite Awards: Best Hosted ERP/CRM Application eweek Best Enterprise CRM 2004 Application TIME Best Websites for Business InfoWorld Reader s Choice, Best Hosted CRM/ERP PC Magazine Reader s Choice (5 of 5 stars) Forbes Best of the Web CPA Software News Gold Cup (5 of 5 stars) ISM Guide Top 15 CRM Products The Willy Award Best Hosted CRM Application