The Sky's the Limit! Cloud Technology for Mid-Market Companies

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Do you need a Cloud ERP system for your mid-market company?

If you do, read this now to learn just what Cloud ERP options are available to you!

Who should read this–CEOs, CFOs, CIOs and Finance & Accounting and Info Tech executives and managers considering a new ERP system, especially one in the Cloud

Top 3 things you’ll learn:
1. What the top myths and misconceptions are of Cloud security
2. The top 10 questions you should ask your potential Cloud ERP provider
3. What the value proposition is of combining a Cloud-based ERP with finance & accounting outsourcing services

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  • Dan McCue – CPA with 15 years of leading BPO Services and 25 years of Accounting and Operations LeadershipBill Burke -
  • Thank you ?????As we are all well aware, technology is moving to the CLOUD. While this sounds COOL, not all of us understand what this means to our companies. The short answer is – nothing at this point, unless you are in the market for a technology refresh. And particularly, for our discussion today, in the market for a new ERP.The CLOUD is a way of delivering application and infrastructure services to you at a lower cost. The Cloud allows companies to push the infrastructure support and application support to others who have higher skills and more robust infrastructure.BPO Companies are able to combine Cloud based applications with BPO services and create what is called Business Process as a Service or BPaaS.The slide before you, lays out the differences between Traditional Finance/Acct Outsourcing, FAO/ITO and BPaaS. With the primary distinction being OWNERSHIP of application, infrastructure and people. Today we would like to discuss how BPaaS can benefit your company and present to you our BPaaS product…. Clarity esNext Slide Please
  • Anytime we can show a 30% to 40% savings we can usually get everyone’s attention!!! So how is this possible? The savings is created by the sharing of resources across many companies. Resources being -- Tech, Process and People. Technology – a single application shared across many clients. One Infrastructure team, one Application Team, one team of configuration experts, shared across many clients. Contrast this to all the companies with a traditional ERP that have to buy their servers, hire/train their database team, hire/maintain their network team, hire their process consultants, etc….And not have the ability to load balance excess capacity with othersProcesses – configuration is done according to proven standards… no need to re-crate the wheelPeople – Teams of process experts are shared across clients ensuring best possible processing and servicing.No upfront CapitalAccess to expertly trained teamsAccess to the LASTEST technology= A great Savings Experience.Lets now look at other great benefits on our next slide
  • Saving is, of course a huge value opportunity, but BPaaS has several other beneifts….Faster payback – no delays in procuring hardware/software, training teams, finding consulting assistance, etc; can shave off six months of the process. In addition the payback is escalated by the reduction in upfront Capital/funding. Commerical Flexibility – BPaaS allows for Transaction Pricing, Process Pricing, FTE pricing or any combination. This allow you to match your costs with your business life cycle. Access to Best Practices – The Service Provider has many experts trained on the processes you need. You get access to their knowledge, saving you research and consulting expenses.One Throat to Chock – no finger pointing between IT resources, Process Owners, Application Providers… Your Service Provider is the Solution Now that we have the basis of BPaaS lets move our discussion toward SMB market and our solution
  • The SMB market is a key focus for SGS. We have researched the needs of SMB’s before formalizing our BPaaS solution. Here is what we heard..A lack of scaleable / Global Ready Technology platfomrsA lack of deep process Functional expertiseA lack of Bus Insight AnalyticsNeed to control CostsConclude:The need for Systems, Controls, Experts and Lower Costs drove us to develop our solution for the mid-market…We call our solution Clarity es
  • I will be turning our discussion over to Bill so he can give you details of the components of Clarity, but let me explain our concept:We wanted to develop a BPaaS offering that provided the mid-market with a Tier 1 ERP system and Experts in Accounting / HR / Procurement. Then we took it one step further….If we are the system experts and the process experts than we MUST be able to provide our Client with a GUARANTEED Result, remember there is only one throat to choke!!! So our BPaaS offering is delivered on a Tier 1 ERP – MSFT Dynamics, by Tier 1 Sutherland Professional with Guaranteed Savings Results.Clarity Tech provides – Fast Implementation, Anywhere/ anytiime access, Global reachWe combine the Tech with – Efficient process design, lower implementation costs, lower cost labor and analytics.I will turn it over to Bill so he can now peel the onion back the technology of Clarity.
  • Bill takes over from here.
  • More and more customers are moving to our latest Microsoft Dynamics AX2012 release, but as it is still relatively new it might be appropriate to start with a brief review of the release before we dive into what the future will be bringing.Microsoft is committed to delivering Powerful, Agile & Easy-to-use solutions that add value across the entire organization. With more than 1,000 new features and enhancements across both core ERP & industry capabilities, MS Dynamics AX 2012 is a solid example of how we deliver on this commitment. Let’s clarify what we mean by Powerful Agile & Simple…MS Dynamics AX is Powerful as it offers a single end to end solution that supports your entire enterprise incl. both:Deep industry functionality for both operational and administrative requirementsGlobal coverage through supporting operations in 36 countries around the world (country-specific functionality available in a staged rollout)Having this powerful solution helps companies reduce the number of different systems they use to run their business around the world. MS Dynamics AX is also Agile as it enables you to adapt the system to fit your business. To do so it uses 3 core technologies:Model-Driven Layered Architecture that enables customers to adjust the system to fit their exact business processes, faster and easier than ever beforeA Unified Natural Model concept that enables customers to easily model, assess impact of potential changes and implement changes to business processes using graphical tools.AX2012 offers flexibility in deployment. Both in terms of where to deploy (On-Premise or hosted) but also in “how to deploy” i.e. whether an end-to-end ERP solution or a two-tier ERP model is preferred. This agility means that AX is easy to tailor to customers needs today but also over time as their business changes.Simple – AX 2012 is as familiar and simple to use as other Microsoft technologies. Works like and with other Microsoft solutions Secondly comes with the Microsoft Dynamics RoleTailored user interface which provides users with the exact right data they need to get their jobs done quickly and with ease. Having a solution that is Simple and offers users easy access to the information they need means that it is significantly faster for employees to get familiar the application and much easier for them to use and be productive in their every day work. Pervasive Interoperability Underlying and powering these capabilities is what we call pervasive interoperability which reflects the natural interaction between AX and other Microsoft technologies. This enables customers to tap into the more than 9 Billion Dollars that Microsoft invests in R&D each year. Key examples of technology that AX offers native interoperability for includes:Business productivity applications like the Microsoft Office SuiteIT infrastructure technology – like Systems Center, Communications solutions like Lync & ExchangeThe underlying technology platform of Windows & SQL ServerCloud technologies like Windows AzureHaving Pervasive Interop. Translates into less (and often no) need for incremental integration work to make the technologies work together. This reduces costs and speeds up implementation.With this overview I hope you have a better picture of the key pillars that we built AX2012 on, and which serves as the platform for our continued development. To net it out AX2012 is a:Powerful solution that addresses your requirements for operational and administrative functionality in 5 key industries across 36 different geos. It’s a solution that can easily be tailored to fit the specific business processes of the organization, also as it changes over timeIt’s a solution that is easy for employees to learn and that helps them get more work done in less timeIt’s built to benefit from the from one of the largest annual investments that any software company does in R&D
  • Reliable and Scalable solution implemented at 14,000 customers2500+ Partners in over 40 Countries - ISVs developing industry-specific and horizontal product applications, creating an “app store” environment for almost any business need, no matter how specific.
  • The Sky's the Limit! Cloud Technology for Mid-Market Companies

    1. 1. The Sky’s the Limit: Cloud Technology for Mid-Market Companies 12 September 2012 Disclaimer This document is the proprietary and exclusive property of Sutherland Global Services except as otherwise indicated. No part of this document, in whole or in part, may be reproduced, stored, transmitted, or used for design purposes without the prior written permission of Sutherland Global Services. The information contained in this document is subject to change without notice. The information in this document is for information purposes only. Sutherland Global Services® disclaims all warranties, express or limited, including, but not limited, to the implied warranties of merchantability and fitness for a particular purpose, except as provided for in a separate software license agreement. All confidential or proprietary information contained in Sutherland’s response shall at all times be and remain the sole and exclusive property of Sutherland Global Services, Inc.©© 2010 Sutherland Global Services Inc., All All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 2012 Sutherland Global Services Inc., rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.com
    2. 2. Today’s Agenda  Recap of Everest Group Business Process as a Service for Mid-Market Companies whitepaper  Introduction to CLARITY es as the Leading BPaaS Solution  Microsoft Dynamics AX as the Best-in-Class-Cloud-ERP Solution  Rapid-On Implementation  Why BPaaS is Right for Your Mid-Market Company www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 2 9 January 2013
    3. 3. Today’s Speakers Dan is a CPA with over 15 years of BPO and 25 years F&A experience, Dan has structured and managed Accounting and BPO services for many large and medium size companies in the Retail, Banking, Manufacturing, Travel, Communication and Technology sectors. He has designed and implemented process re-engineering and optimization programs in Accounts Payable, Collections, Reconciliation, Reporting and Cash Applications. In addition to his vast experience in BPO with several leading companies like Accenture and Perot Systems, Dan has an extensive background in financial accounting consulting and Dan McCue, SVP managing large accounting operations. He also has several years of experienceSutherland Global Services managing IT Development and ERP implementations. F&A Services Bill has extensive design, development and implementation experience with the Microsoft Dynamics AX platform, and over 20 years experience in leading technology companies through the complete chronology from inception and start- up to business growth and public capitalization. He holds a BA in Finance from Illinois State University, an MBA from Northwestern University, Kellogg School of Management, and programs in business from Universität Paderborn. Bill Burke, CEO Merit Solutions www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 3 9 January 2013
    4. 4. Business Process as a Service— Emerging as the Answer for Mid-Market Companies www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 4 9 January 2013
    5. 5. BPaaS is Fundamentally Different from Traditional FAO Models Traditional FAO IT+FAO F&A BPaaS BPaaS layers • Responsibility is • Responsibility is • Responsibility is on on service on service service provider provider provider Business processes • Owned and • Owned by buyer • Owned and maintained by and maintained maintained by buyer by service service provider Application provider • Owned and • Owned by buyer • Owned and Infrastructure maintained by and maintained maintained by buyer by service service provider provider Degree of standardization Low High www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 5 9 January 2013
    6. 6. BPaaS Offers a 30-40% Reduction in TCO Over Traditional FAO for Mid-Market Companies TCO comparison between traditional vs. BPaaS model for SMBs Factors contributing to lower TCO in a BPaaS model versus traditional FAO • Access to technology that would 30-40% otherwise be expensive to implement for Process 45% SMBs services costs • Minimizes ongoing support, maintenance, and software upgrade costs 80% • Ability to leverage cloud economics Technology costs 55% • Greater leverage of shared resources across clients 20% • Higher offshoring potential given greater standardization Traditional FTE-driven BPaaS model www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 6 9 January 2013
    7. 7. Beyond TCO Reduction, BPaaS Offers Additional Benefits Faster Access to Single Commercial payback best throat to Flexibility period practices choke • Reduction in • Transaction Pricing • Combines best-in-class • Single hand-off with deployment time allows SMBs process services with service provider because of highly – Scale up / down best-in-class reduces governance standardized based on changing technology solutions and integration solution business needs effort – Minimize CAPEX • Earlier difficult for • Perfect for SMBs • Consequently, SMBs and makes OPEX SMBs to procure these that lack scale start realizing proportional to services/solutions benefits quickly – business volumes more relevant in the – Accommodate rapid • Additionally, enables current economic growth and SMBs to redeploy scenario proactively their resources to downturns more critical activities www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 7 9 January 2013
    8. 8. The Sky’s the Limit with a Cloud-Based BPaaS Solution for Mid-Market Companies www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 8 9 January 2013
    9. 9. Efficient Processes & a Lowered Cost Base with Adequate Support Systems are Pressing Needs Key Concerns Solutions • Inadequate systems to support business process for 1 • Next-generation solutions with scalable systems & growth strategies processes designed to catapult growth • Employees, customers and partners need remote 2 • Cloud systems for anywhere, anytime data access ; access (mobile, web) Integrated systems providing real time visibility to processes • Require expertise across transformed functions and 3 • Partner with specialized entities to leverage controls expertise • Require Business Insights through Analytics 4 • Function specific tools to aid decision making with key insights • Need optimized & transformational business 5 • Implement best-practice processes with higher processes efficiency • Need to control costs across the enterprise 6 • Explore outsourcing activities to lower costs and complexity • Need to enable global/regional expansion with 7 • Partner with an entity with global network, expertise cross-culture & multi-jurisdiction business processes and the right solution portfolio www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 9 9 January 2013
    10. 10. CLARITY es Delivers Significant Additional Benefits Compared to Any Other Competing Solution Cloud ERP BPO Services • Faster implementation due to the ‘Rapid On’ • Gain simplicity, agility and efficiency model - Adoption of best practices based on a proven - ‘Go Live’ in as little as 30 days methodology • Reduced IT costs, complexity and maintenance • Significantly reduced ERP implementation risk - Elimination of all on-premise ERP hardware - Business processes will be handled by trained personnel • Anywhere, anytime access to critical information • Labor cost arbitrage and perpetual operational efficiency • Greater control resulting from improved real- - Ongoing cost reduction time visibility • Access to insightful and powerful F&A • Global, scalable and customizable to system technology, resulting in a platform for rapid growth Sutherland will contract to agreed business case savings www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 10 9 January 2013
    11. 11. CLARITY es Addresses Market Need by Combining ERP, Outsourcing & Procurement Optimization Cloud ERP BPO Services FINANCIAL MANAGEMENT • General Ledger • Accounts Receivable & Payable • Bank Management Cloud ERP • Budgetary Control • Shared Service Support • Compliance Management… Regional HUMAN CAPITAL MANAGEMENT outlets • Organizational & Workforce Management • Recruitment & Selection Corporate center • Development, Training & Performance Management • Employee Self Service Portal • Expense Management… CLARITY es Cloud SOLUTION • ERP Modules: - Financial Management PROCUREMENT & SOURCING - Human Capital Management - Procurement & Sourcing • Direct & Indirect Procurement - Sales & Marketing (CRM) • Purchase Requisitions - Project Management & Accounting • Supplier Relationship Management - Project Management • Vendor Self Service Portal… - Supply Chain Management - Production/Manufacturing CUSTOMER CARE - Business Intelligence & Reporting • Inbound/ Outbound Sales • Managed Network Services • Help Desk • Infrastructure Services • Collections… www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 11 9 January 2013
    12. 12. Bets Across Microsoft www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 12 9 January 2013
    13. 13. Microsoft Dynamics AX Overview  Comprehensive business application utilizing capabilities provided by Microsoft application platform  Simplification of processes and insight across multiple international locations  Proven solution implemented at 15,000 customers  Global: multi-legislation, multi- language, multi-sites central deployment  Multiple Deployment Options www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 13 9 January 2013
    14. 14. Powerfully Simple www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 14 9 January 2013
    15. 15. Significant Customer Base Across Manufacturing Verticals Auto, Farm Chemicals, High Tech & IEM Consumer Life & Rec. Rubber & Metals Products Sciences Vehicles & Plastics Electronics www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 15 9 January 2013
    16. 16. What Differentiates Microsoft Dynamics AX  Familiar Look and Feel • “Enterprise applications have traditionally been at cross purposes: the more complex the processes they support, the more difficult they are for users to learn and adopt. With Dynamics AX 2012, Microsoft adds support for greater complexity while making work simpler for administrators, developers, and end users.” Nucleus Research (April 2011)  Named an ERP Leader • “Microsoft Dynamics AX is positioned as one of two solutions in the Leaders quadrant of this Magic Quadrant. Its ability to execute is proven by a long track record and above- average growth rates in the midmarket, its intuitive and easy-to-learn and use Microsoft Office-like UI, and by its functionality, which is a healthy mix of strong out-of-the-box functionality for the selected industries, combined with industry- and customer-specific functionality built by or together with partners.” Gartner Inc. (Dec. 2010) • “Microsoft (Dynamics AX) enters the Leader band for the first time based principally on the strength of its strategy, including a top three product and go-to-market strategy as well as market-leading ownership costs.” Forrester Research (August 2010)  Targeting Tier 1 ERP • “The products enhanced flexibility and usability will position it well in deals at the margins of the enterprise category—companies with $500 million to $2 billion in revenues.” Forrester Research (May 2011) www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 16 9 January 2013
    17. 17. High-Level Implementation Roadmap Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 System configuration/ setup ERP Implementation F&A RAPID-On: 30 days HR, Procurement, CRM, Sales & Marketing etc… Process configuration F&A : 7 weeks HR, Procurement, CRM, Sales & Marketing etc… Back Office Outsourcing Process Documentation Training PILOT Cloud technology + Rapid On allow for fast, low-cost implementation www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 17 9 January 2013
    18. 18. Why CLARITY es? Established Partner Guaranteed Solution • Leading provider of BPO services since 1986 for Retail, Tech., • Time-tested solution Microsoft Dynamics AX from trusted Telecommunications, Financial Services and other industry vendor with full service support from Microsoft Gold certified verticals partner - Profitable and strong balance sheet; zero debt • Easy integration with MS Windows; convenience of upgrades - Globally distributed delivery capacity across four • 12,000 installations globally geographies • 50+ installations on cloud growing at triple digit rates • ~3000 FTE across Finance & Accounting, Human Capital Mgmt. & Procurement, ~30K FTE in CRM practice delivering • Industry specific Dynamics AX solutions services from four geographies with industry certifications • Familiar to your people, easy to adopt, enjoyable to use PCI Impeccable Industry References “After working with Sutherland for the past year I am extremely impressed with their ability to provide great talent and world class results. Sutherland has proven committed, reliable and greatly increased our efficiency.” Leading Global Software Solution provider “As a CFO, it is easy to be drawn into the day to day back office activities when I really need to be focused on our core competencies to grow the business, and our partnership with Sutherland allows me to focus more on strategy.” Leading Real Estate Firm www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 18 9 January 2013
    19. 19. Thank You Dan McCue—Presenter Senior Vice President, Finance & Accounting Services Sutherland Global Services dan.mccue@sutherlandglobal.com Bill Burke—Presenter Chief Executive Officer Merit Solutions bburke@meritsolutions.com www.sutherlandglobal.com© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. 19 9 January 2013

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