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e ePlus inc. - Proprietary and Confidential

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  • 1. ePlus inc. -- Proprietary and Confidential Enterprise Supply Management An Overview February 2008 NAPP Conference Marina del Rey
  • 2. Corporate Summary
    • Founded in 1990, Public Since 1996
    • Ticker: PLUS
    • 2,500+ Customers
    • 30+ Locations throughout United States
    • Corporate Headquarters in Herndon, VA
    Fiscal ($millions) Overview
  • 3. ePlus Systems
    • Product Information Mgmt
    • Supplier Portal
    • Product Data Cleansing
    • Catalog Management
    • Simplified Requisitioning
    • Workflow Approvals
    • Account Distribution
    • Budget Checks
    • Automatic Ordering
    • Sourcing and Bid Analysis
    • Receiving
    • Inventory Management
    • Invoice Matching
    eProcurement with
    • Opportunity Analysis
    • Supplier Management
    • Compliance Reporting
    Spend Analysis Asset Management
    • Asset Tracking
    • Lifecycle Management
    • Financial Controls
    Document Management
    • Fast On-line Docmt Access
    • Drawings, Floor Plans, Maps
    • Blueprints, Schematics
    Enterprise Supply Management from ePlus covers the complete supply process from supplier enablement to procurement, settlement and product disposition. Compliance Productivity Cost Savings
  • 4. Product Information Management Enterprise Content Management Hosted Content Management ePlus Content Services Catalog+ Content+ Advanced Supplier Enablement Supplier Portal Product Information Management
  • 5. More Spend Under Control
    • Requires that users can find what they are looking for in an e-procurement application
    • This requires that users have access to up-to-date catalogs with robust search functionality
    • This turn requires a two-pronged approach:
      • Ability to take disparate supplier data, cleanse and normalize it, and put it into a standard catalog covering multiple suppliers
      • Providing a simple mechanism for on-boarding suppliers of all sizes
    • A = Content Management
    • B = Supplier Portal
    Supply Management
  • 6. Contract Compliance
    • Once the spend portfolio is defined and assigned to suppliers, contracts are set up
    • Contract pricing is stored within Procure+
    • These, combined with the search capabilities with the catalogs, ensure that contract items are easily located, and ordered every time
    • Off-contract purchases are tracked within Procure+, and their visibility reduces the level of non-compliance
    Supply Management
  • 7. Process Compliance
    • Process compliance is achieved through supplier enablement, supplier management, and workflow
    • Supplier enablement brings more suppliers into the mix
      • Robust search functionality means users find what they need
    • Spend Analysis and sourcing lead to stronger contracts, enforced by eProcurement
      • Workflow ensures that purchase transactions comply to these business rules
    Supply Management
  • 8.
    • Content Management from ePlus
    • ePlus has been developing Content Management software and services for over 20 years
    • During that time, we have developed 500,000 business rules, across 64,000 commodity groups
    • Today, ePlus provides the services and toolsets required to create and maintain Content, supporting commercially viable e-commerce initiatives, and improving supply chain communications
    • These services and toolsets are known as Content+
    Content Management Content
  • 9.
    • Why good Content is important…
    • Content Management allows users to find the products they are looking for, from internal and external sources, regardless of the supplier
    • Individual supplier catalogs can be accurate, but inconsistent from one supplier to another.
    • In effect, the suppliers are using different languages to describe the same item
    • Content Management takes all the items across all the catalogs, and normalizes the descriptions, enriches the data, and classifies item groups
    Content Management Content
  • 10.
    • Why bad Content is expensive…
    • If users can’t find all examples of what they are looking for, their choices will be limited, and they can’t make the best selection based on what’s available
    • Even worse, if users can’t find any examples of what they are looking for, even if those items are in the catalogs, the user will resort to maverick buying
    • Purchases made as a “maverick buy” cost, on average, anywhere from 10 to 20% more than contracted items
    Content Management Content
  • 11. ePlus Industry Expertise
      • Automotive Accessories and Parts
      • Bearings
      • Building Supplies
      • Chemicals
      • Clothing
      • Communications Equipment
      • Computers, Components & Peripherals
      • Consumer Products
      • Electrical
      • Electronics
      • Fasteners
      • Filters & Filtering Units
      • Furniture
      • Gaskets, Seals, & Packings
      • HVAC & Refrigeration
      • Hydraulic & Pneumatic Equipment
      • Instrumentation
      • Janitorial Supplies & Equipment
      • Lab & Medical Products
      • Landscape Materials
      • Lubricants, Greases, Equipment
      • Marine Equipment, Supplies
      • Office Products
      • Paint & Protective Coatings
      • Photographic Equipment
      • Plumbing
      • Printing Equipment
      • Pumps
      • Rotating Equipment & Machinery
      • Safety
      • Tools & Shop Equipment
      • Water Treatment
      • Welding Equipment
    Content
  • 12. The Content Process Legacy Systems Paper Catalogs CD’s eCatalogs Supplier Portal Rich Content How do you get from here . . . to here? Content
  • 13. The Content Process Cleansing Standardization Enrichment Normalization Legacy Systems Paper Catalogs CD’s eCatalogs Supplier Portal Aggregation Validation Classification Rich Content QA Review Content
  • 14. The Content Process Standardization Enrichment Normalization Third Party Purchasing Professional content management, only from e Plus. Publication Procure + Legacy Systems Paper Catalogs CD’s eCatalogs Supplier Portal Aggregation Validation Classification Syndication . . . or . . . Spend Management Rich Content QA Review Content
  • 15.
    • Now that good Content ready, it can be put to use.
    • Publication makes the finished catalog available to e-commerce applications, as is, on-line. The catalog is ‘connected’ to e-commerce.
    • Syndication takes the finished catalog, and prepares the data for import or upload to an e-commerce application, off-line. The catalog can be syndicated to any number of applications
        • ERP e-Procurement Spend Analysis
    • Syndicated content is transferred in a variety of schema and formats, depending on where it needs to go.
    Using Good Content Results
  • 16.
    • A single catalog of good content can be used to ‘feed’ various applications, like so:
    Syndicating Good Content Results
  • 17. Integration with eProcurement
    • Content+ is designed to provide the fuel for eProcurement applications
    • If an eProcurement system fails to deliver its promised potential, it is almost always because of lack of “good” content
    • To date, ePlus has integrated its Content+ technology with ERP, eProcurement and financial applications:
    • Oracle Lawson SAP
    • Ariba J D Edwards PerfectCommerce
    Integration
  • 18. Common Language Generator
    • CLG is ePlus' Content Management Expert System
    • CLG ( Common Language Generator ) is a patented knowledge-based software application that transforms traditional legacy data into structured content
    • CLG currently contains over 500,000 business rules that it uses to recognize products and associate them with the proper classification automatically
    • By performing repeatable tasks on thousands of items in one process, CLG makes e-commerce catalogs affordable and commercially viable
    The CLG
  • 19. Supplier Enablement Rule 1 eProcurement is only effective when people actually use it Rule 2 The biggest inhibitor to effective eProcurement is poor catalog content Rule 3 The main contributor for poor catalog content is lack of supplier enablement Enablement
  • 20. Supplier Enablement
    • We help clients capture all of their spend
      • not just office suppliers and temp services.
    • We have worked with over 60,000 commodities
    • Making life easier for your suppliers is critical to adoption and success of your program.
      • Without Content, there is no eProcurement
      • Without supplier participation, there is no Content
    Enablement
  • 21. Supplier Portal
    • The Supplier Portal provides an interface to Content+ so that suppliers can self-author their catalogs on-line.
    • Once information has been provided, it can be managed through its lifecycle, using the Content+ toolset.
    • Suppliers upload new data, and make changes and deletions, to a Staging Catalog. At that time, an e-mail message is sent to the Client Catalog Administrator.
    • The Catalog Administrator then has the option to review the data, and approve it or reject it.
    The Portal
  • 22. Roles & Responsibilities Content Load Maintenance CLG QA Add New Items Production Catalog Paper Catalogs Legacy Data/CD's ePlus or Client activities These are the basic functions that give you good content, whether you perform them yourself, or have ePlus handle it all for you. Roles & Responsibilities
  • 23. Roles & Responsibilities Services Enrichment Aggregation Hosting Turnkey Ready to Go ePlus ePlus stands ready to perform ALL of your content management as you wish. At any time, our skill sets can be transferred to you. Content Load Maintenance CLG QA Add New Items Production Catalog Paper Catalogs Legacy Data/CD's ePlus or Client activities Roles & Responsibilities
  • 24. Roles & Responsibilities Staging Catalog Register Authorized? Add Import Edit N Y Supplier Similarly, via the Supplier Portal, your own suppliers can take part in Content Management, especially for updates. Services Enrichment Aggregation Hosting Turnkey Ready to Go ePlus Content Load Maintenance CLG QA Add New Items Production Catalog Paper Catalogs Legacy Data/CD's ePlus or Client activities Roles & Responsibilities
  • 25. Supplier Portal Functions
    • Engages new suppliers
    • Manages relationships between suppliers to facilitate information flow
    • Manages day-to-day activities and communications between suppliers and the customer relative to content
    • Works with suppliers to ensure delivery of updated content on a regular basis, consistent with predefined timelines
    • Works with customers and suppliers to ensure changes to content are reflected in Staging and Production Catalogs
    The Portal
  • 26. Supplier Portal Benefits
    • Suppliers use the Portal in order to lower the cost of doing business with their clients
    • Clients don’t have to upload and maintain supplier data themselves
      • Catalog Administration workflow routes data for approval before going into production
    • Facilitates the supply chain process by providing the right interface with the right controls, between the buyer and the seller
    The Portal
  • 27. Summary Compliance Productivity Cost Savings Rule 1 eProcurement is very effective when people actually use it Rule 2 The biggest contributor to effective eProcurement is good catalog content Rule 3 The main contributor to good catalog content is effective supplier enablement Enablement
  • 28.
    • Enterprise or Software as a Service
    • Features:
      • Advanced patented Catalog Management
      • Automated Workflow and Configurable business rules
      • Requisitioning, Approval and Budgeting
      • RFQ's, reverse auctions, quotations and Bid Analysis
      • Purchase Orders, Contracts, service templates
      • Desktop and/or Central Receiving
      • Inventory Management and Asset Tracking
      • Invoice Matching
      • Reporting and ad-hoc queries for Actionable Information
    Procure+ Procurement
  • 29. Procure+ Benefits
      • Standard catalogs and contracted prices
      • Users have ‘freedom without choice’
        • Can only order what they can see
      • Pre-loaded budget and account information
        • Eliminate improper allocations and coding
        • Prevent budget over-runs
    Compliance Procurement
  • 30. Procure+ Benefits
      • Point and click ordering from rich item content
      • Workflow and automated business rules reduce approval times
      • Most information defaults directly, no data entry
      • AutoPO for catalog items
        • no buyer involvement
      • Users check own order status for expediting
      • Focus buyers on sourcing and supplier management
        • Removed from clerical order placement process
    Productivity Compliance Procurement
  • 31. Procure+ Benefits
      • Improved spend visibility for sourcing and contracting
      • Contract enforcement delivers realized savings
      • Reduced latency in approvals process and physical touches
      • Lower transaction costs
        • Consolidated and fewer purchase orders
        • Automated receiving process
      • Greater accuracy
        • Less errors
        • Less invoice queries
        • Less returns
        • Less cost
    Cost Savings Productivity Compliance Procurement
  • 32. Procure+ Process Requisition Auto PO Requisitioner On-line Approvals Order Status and History Approver Receiving Export Files Reporting Accounting Buyer Buyers Work Queue PO Management RFQ/Bid Management Accounts Payable Budget Check Suppliers Invoices Quotations . . . for matching with invoices from suppliers. Procurement
    • Order Routing
    • Print
    • eMail
    • AutoFax
      • Online
      • EDI
      • XML
    Services Favorites Hosted Catalogs Quick Req Punch Out Suppliers Orders Summary Receipts Summary
  • 33. Procure+ Summary
    • Distributes the ordering process to end users (requisitioners) so buyers can focus on supplier management and sourcing
    Productivity Procure+ is a purchasing transaction engine, supporting multiple business requirements: Procurement
  • 34. Procure+ Summary
    • Distributes the ordering process to end users (requisitioners) so buyers can focus on supplier management and sourcing
    • Ensures compliance to business rules via built-in workflows based on customer profiles
    Compliance Productivity Procure+ is a purchasing transaction engine, supporting multiple business requirements: Procurement
  • 35.
    • Procure+ is a purchasing transaction engine, supporting multiple business requirements:
    Procure+ Summary
    • Distributes the ordering process to end users (requisitioners) so buyers can focus on supplier management and sourcing
    • Ensures compliance to business rules via built-in workflows based on customer profiles
    • Ensures compliance to existing corporate contracts
    Compliance Productivity Cost Savings Procurement
  • 36. Procure+ Summary
    • Distributes the ordering process to end users (requisitioners) so buyers can focus on supplier management and sourcing
    • Ensures compliance to business rules via built-in workflows based on customer profiles
    • Ensures compliance to existing corporate contracts
    • Captures accurate spend data for integration to other applications, such as sourcing and spend analysis
    Compliance Productivity Cost Savings Procure+ is a purchasing transaction engine, supporting multiple business requirements: Procurement

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