ROI Projection Report

Transcription

1 ROI Projection Report This report excludes any resource re-allocation benefits from increased efficient use of personnel. Reports the potential improvements in profit from gains in your base case financials as the result of implementing the Field Squared solution. Prioritizing the amount and % of total profit improvement by metric identifies your most important metrics. This table displays the contact information for your sales person and your contact information in the sales persons' database. The name and description of this roi simulation is also displayed. Table 1: Company Information Fields Prepared for: Prepared by: Report Date: Company: Website: Contact Person Address: Phone Number Mobile Number: Address: City: State: Zip: Country: Scenario Name: Scenario Description: 11/22/2016 Your Company Inc. Director of Operations you@yourcompanyinc.com Sample Drive Your City Your State Your Country Sample name Sample description Field Squared Mark Tudor Mark@fieldsquared.com Blake st Denver Colorado United States

2 Chart #1 Projected Vs. Target Profit Contribution % Return on Investment Summary: $Millions Field Squared is a unique web based mobile field and back office workforce application that has the potential to improve your pre tax cash flow by $0.551 and generate a 510% annual ROI, based on your assumptions. You are projected to achieve a payback on your Field Squared investment in less than 3.4 months. You have set your target pre tax cash flow at $0.216 and your target ROI at 200%, and Field Squared would exceed these pre tax cash flow targets by $0.335 and 155%, and your target ROI by 310%. The projected improvement in pre tax cash flow could decline by 61%, and you would still achieve your target operating profit contribution improvements.

3 Income Statement The income statement table below indicates the potential impact of the Field Squared mobile workers optimization solution on your financial performance. Table 2: Summary financial performance Current full year: $Millions Target Improvement Target Simulation Vs. Target Target Improvement $0.216 $0.335 Target % ROI 200% 510% Chart #2 Mobile Workers ROI Key Financial Metrics Base Case % Field Squared Case

4 Table 3: Summary financial performance Projected better than base case = green color: : equal to = yellow: below = red: Income Metric Base Case Field Squared (projected) Gain with Field Squared % Gain with Field Squared Inspections: Number 36,000 37,426 1, % Work Orders 8, % Inspections: Revenue $ $ $ % Work Orders $4.500 $4,670 $ % Subtotal: Services Providers $ $ $ % Owned Assets $ $ $ % Total Revenues $ $ $ % Inspections Profit Contribution $ $ $ % Work Orders $1.125 $1.168 $ % Subtotal: Services Providers $ $ $ % Owned Assets $ $ $ % Total Profit Margin $ $ $ %

5 Table 4: Field Squared Unique Value Proposition Field Squared provides an interactive easy to learn and use this web based solution to enable your organization to sharply accelerate sales, reduce costs and improve efficiency by: - Integrating best practices work flows - Enabling real time digital work forms - Eliminating manual data entry - Optimizing field workers time resources - Eliminating lost/misplaced paper ticket invoices This strategic and tactical approach to sales enables you to achieve significant, quantifiable gains in your Field Squared performance, with the % improvements you selected for this value assessment. Chart #3: Prioritized Mobile Workers Factors

6 Table 5: Areas Of Potential Improvement % of total > 20% = Green % > 5% and <= 20% = Yellow % <= 5% = Red Projected Increase In Cash Flow Projected Increase In Cash Flow % Of Base Case Cash Flow Projected Increase In Cash Flow % Of Total Total projected Improvement $ % 100% Field Paperwork $ % 68.8% Field Optimization $ % 16.5% Own Asset Utilization $ % 14.7% Staff Data Entry $ % 0.0% Factor Chart #4: Prioritized % Improvements By Factor

7 Table 6A: Base Case Number Mobile Operations Personnel Data = Green Calculated = Blue Number Of Equivalent Full Time Field Workers % Of Field Workers Dedicated To Own Assets Field Workers Dedicated To Own Assets Field Workers For Customer Services Provided Supervisors Managing Field Workers Total People In The Field Back Office Data Entry Staff Total Mobile Operations Personnel % Table 6B: Base Case Number Of Inspections And Work Orders Number of inspections per metric and time frame Total annual inspections Paid annual inspections Work orders per metric and time frame Total annual work orders Paid annual work orders ,000 36, , Table 6C: Base Case Unit Prices($ Thousands), Revenues And Profit Margins: $Millions Average revenue per paid inspection Total annual revenue for inspections Average revenue per paid work order Total annual revenues for work orders Total annual revenue from paid services provided Average % profit margin per paid inspection Total annual profit margin for inspections Average % profit marging per paid work order Total annual proft margin for work orders Total annual profit margin from paid services provided $2.0 $ $5.0 $4.500 $ % $ % $1.125 $11.925

8 Table 6D: Base Case Own Assets Data: $Millions Data = Green Calculated = Blue Annyal revenue from owned assets % Profit margin for owned assets Annual profit margin for owned assets % Of owned assets lost capacity due to unscheduled downtime $ % $ % Table 6E: Total Company Performance: $Millions Total revenues % Of total revenues from owned assets % Of total revenue from paid services provided % Of total services provided revenue from inspections % Of total services provided revenue from work orders Total profit margin % Of total profit margin from owned assets % Of total profit margin from paid services provided % Of total services provided profit margin from inspections % Of total services provided profit margin from work orders $ % % 94.12% 40.55% $ % 27.77% 90.57% 9.43% Table 7: Embedded Field Squared Best Practices Field Squared can help you achieve these benefits by embedded use of a number of mobile operations best practices that have been developed and tested in the real world in over a 100 companies and thousands of mobile workers and support staff professionals: