Managed Services with a Personal Touch for NFP to Increase Scale and Drive Growth

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1 Managed Services with a Personal Touch for NFP to Increase Scale and Drive Growth ERP Managed Services Supports Acquisition Strategy ABOUT NFP NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement and individual private client solutions. Headquartered in New York City, NFP has over 4,300 employees globally and was ranked the 5th best place to work in insurance by Business Insurance in 2017.

2 The Business Challenge As an acquisition-intensive company, NFP needed a managed cloud services partner who could help it integrate the companies NFP acquires (approximately 50 annually) and provide technical support for its full-time functional IT resources. Having the right talent is paramount, says Jason Sickle, SVP of Technology at NFP. Our ability to ensure that we have the right bandwidth and skill set on our teams is an ongoing priority. With an IT team of six serving nearly 600 end users and more than 40 superusers, Sickle knew he required a managed services partner who could securely host, manage, support and optimize NFP s Infor Lawson application. Company Snapshot: ~50 acquisitions annually 200+ Infor Lawson users 500 insurance associates receiving Lawson reports on a regular cadence INFOR LAWSON IS A CRITICAL APPLICATION, BUT NOT HAVING TO WORRY ABOUT THE DATABASE, SERVERS AND APPLICATION BEING CURRENT IS WONDERFUL. INFOR LAWSON IS A MUST-HAVE AND VELOCITY KEEPS IT RUNNING SMOOTHLY FOR OUR ORGANIZATION. JASON SICKLE, SVP OF TECHNOLOGY, NFP 2 Managed Services with a Personal Touch for NFP to Increase Growth

3 Velocity Solution Working with Sickle, Velocity built a white glove managed services solution to extend NFP s IT team s bandwidth, supporting the company s aggressive acquisition schedule as well as its day-to-day application support. When NFP was ready to upgrade, Sickle took advantage of the upgrade included in his managed services package with Velocity. We would not have been able to pass this milestone without this great partnership from Velocity. Our supporting team members at Velocity did a stellar job getting us over the finish line. We truly appreciate the dedication the Velocity team has shown over the last several months. Scope: Managed Application Services for Infor Lawson in Velocity s Private Cloud 24/7/365 technical and functional support Customer program management plan for bi-weekly operational support Velocity Cloud Application Management Platform (VCAMP ) for advanced monitoring and service desk support Velocity Zoom for application analytics and insights Continuous included upgrades at the Customer s discretion on scope and timing Infor Lawson is a critical application, but not having to worry about the database, servers and application being current is wonderful. Infor Lawson is a must-have and Velocity keeps it running smoothly for our organization, says Sickle. Realized Results Simplified auditing process to meet control requirements Single source for technical and functional support Alleviated strain on staff so NFP can focus on projects visible to the business Immediate results in reducing and closing support tickets and correcting production issues Shifted focus of system engineers away from production work to business-focused projects Managed Services with a Personal Touch for NFP to Increase Growth VelocityCloud.com 3

4 Honoring NFP s Guiding Principle: Managed Application Services Supports Rapid Acquisition Model NFP s guiding principle, It s Personal, applies to every aspect of its business, from brokers to customers to IT. For Sickle, this principle means partnering with trusted service providers to reduce the burden on his team so they can focus on the company s core business. Outsourcing our IT operations to a trusted business partner is fantastic, says Sickle. Internally, we only know what we know, and with Velocity, we have best practices, deep application expertise and a sounding board at our disposal. And his ERP no longer keeps him awake. What keeps me up at night? Sickle asks. Definitely not Infor Lawson. Velocity takes care of that. Technologies in Scope Infor Lawson Finance, AR, AP, AM, GL, Infor Process Automation, Smart Notification 4 Managed Services with a Personal Touch for NFP to Increase Growth

5 Velocity Technology Solutions ( the global enterprise application cloud services leader since 2003, delivers secure, fully managed environments spanning virtual private, public and hybrid clouds. The company s portfolio includes application-focused cloud managed services, professional services, with data analytics and optimization solutions. Velocity s expertise in managing leading ERP applications, leveraging the patent-pending Velocity Cloud Application Management Platform, gives customers required availability, security, visibility and control at a reduced total cost of ownership. Velocity is headquartered in Charlotte, NC, with facilities in North America, Europe and Asia. Velocity is a portfolio company of Silver Lake Sumeru, a global leader with private equity investments in leading, growth-oriented technology companies. For additional information on Silver Lake and its entire portfolio, visit Velocity Technology Solutions 1901 Roxborough Road, 4th Floor Charlotte, NC Phone: VelocityCloud.com Velocity and the Velocity logo are registered trademarks of Velocity Technology Solutions, Inc Velocity Technology Solutions, Inc. All rights reserved. All other trademarks are the property of their respective owners.