Opti Products Overview

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Opti Products Overview

  1. 1. OPTI™©Driving Profitability And Security Through Process Product Overview Proprietary Exclusive Property of Operational Productivity Tool, Inc.
  2. 2. Overview OPTI Connectivity ™ &©The OPTI (“OPTI”) Solution Proven methodology Addresses perennial derived from: questions: • Four prominent business • Is the Company/Division systems, >30 years… Sustainable? • Plus “real world” • What is Optimal Profitability? application… • How do I/we “get there”? (Roadmap) • Deployed 535 times with +/- 3.5% margin of error • What is it going to cost and how long will it take? (Re- • Operating divisions and Tool) middle market companies Proprietary 2 Exclusive Property of Operational Productivity Tool, Inc.
  3. 3. Overview OPTI ConnectivityThe OPTI Product Suite OPTI Sustainability A quick, and comprehensive, operational-based due diligence tool that assesses sustainability by evaluating the infrastructure connectivity of the target; leveraging a proprietary database, the tool then measures likelihood of success or failure against similar companies. OPTI Optimizer An optimization reporting feature that compares target’s financials against industry best-practices to determine gaps and set Best-In-Class targets; includes an analysis of performance metrics and transaction values on a global basis. OPTI Roadmap An integrated matrix that sets goals and objectives for a target, Roadmap ties back into both the Optimizer findings, and Sustainability gaps and disconnects, to assess the severity of the gap/disconnect, what it will take to repair issues, etc. OPTI Retool A foundational tool that enables a target to implement process-based changes that address previously identified gaps and disconnects. It is a Best Practice©, process-based infrastructure re- design tool that utilizes process mapping, activity costing tables and robust measurement tools. Proprietary 3 Exclusive Property of Operational Productivity Tool, Inc.
  4. 4. Overview OPTI ConnectivityProductized OPTI Solutions • Four products with increasing • Integrated end-to-end product solutions functionality • Built from a stakeholder/owner/ operator • Proprietary modules are basis of tool perspective • Flexibility to match operational requirements &© ™ Survey Gap Optimization ™ &© Recovery 30/60/90 Process Analysis Report Report Roadmap Plan Management 1) OPTI Sustainability 2) OPTI Optimizer 3) OPTI Roadmap 4) OPTI Retool Proprietary 4 Exclusive Property of Operational Productivity Tool, Inc.
  5. 5. Overview OPTI ConnectivityThe OPTI Solution Enables • Quick and detailed due diligence • Fast cash generation (rapid drive to break-even) • Effective cessation of financial leakage • Efficient infrastructure development • Enhanced success measurements to manage processes and reduce cycle times Proprietary 5 Exclusive Property of Operational Productivity Tool, Inc.
  6. 6. Overview OPTI ConnectivityThe OPTI Solutions Due Diligence Implementation/Strategy ™ &© ™ &© Sustainability Optimizer Roadmap Retool • Assess Mission • Validate • Quantify leakage • Retool processes Critical Processes optimization • Build plans action to drive • Quantify financial • Confirm financial plans profitability impacts health • Set up metrics • Build sustainable • Identify gaps and • Determine market foundations disconnect value Proprietary 6 Exclusive Property of Operational Productivity Tool, Inc.
  7. 7. Methodology OPTI ConnectivityEight Core Systems Eight Core Systems Operations Mission Critical Processes New Product Dev. Material: define MRPS flow Customer IT Care Material: ID initial notification of material Mission purchase requirements VisionMarketing Culture Operations Production: Validate Alignment human utilization Production: Validate capital Finance & Human utilization Accounting Resources Sales Training: Match skills with demand Proprietary 7 Exclusive Property of Operational Productivity Tool, Inc.
  8. 8. Methodology OPTI ConnectivityMCPs Overview Every Company has 18-26 MCPs Many MCPs have Sub-Processes Operations Core Mission Critical MRPS Sub Process System Process Determine Potential for Client Operations Loading Develop Cross Functional Team Operations Utilization Operations MRPS Priority Operations Training Define MRPS Flow Marketing Brand Track Cycle Marketing Dimension ID Initial Notification of Material Purchase Reps Marketing DEP/DMP Long Term Production Plan ID Marketing Communication Material Requirements Proprietary 8 Exclusive Property of Operational Productivity Tool, Inc.
  9. 9. Differentiators OPTI ConnectivityProprietary Tools Unique Differentiator Impact Database of hundreds of OPTI- • 75% manufacturing entities; 25% variety of run mid-sized companies and process-based companies growing • Affirm sustainability +- 3.5% margin of error • Ability to run studies • M&A transactions with in excess of $3 billion in Demonstrated success consideration • The launching of 10 products • Direct investment in over two dozen companies with an average 6X realization at exit Optimization reporting leading • Connect financials to operational leakages to recovery roadmap • Achieved average savings of 12.5% of Sales • Average time realization to Break-even 6 months Proprietary 9 Exclusive Property of Operational Productivity Tool, Inc.
  10. 10. Differentiators OPTI ConnectivityProprietary Tools Cont. Unique Differentiator Impact • Database of over 1,500 survey questions by industry and resource role • A proprietary means of relating gaps between Best-in-Class performance to internal financial Proven end-to-end system leakages to fix operational connectivity • A series of statistical formulas to predict success and increase profitability or failure • Roadmaps to effectively restructure and optimize operations. • Re-tool templates that provide step-by-step guides for operational rehabilitation and stabilization Proprietary 10 Exclusive Property of Operational Productivity Tool, Inc.
  11. 11. OPTI General OPTI ConnectivityProject Office ™ &© Proprietary 11 Exclusive Property of Operational Productivity Tool, Inc.
  12. 12. Sustainability OPTI ConnectivitySetting Surveys ™ &© Proprietary 12 Exclusive Property of Operational Productivity Tool, Inc.
  13. 13. Sustainability OPTI ConnectivityGenerated Questions ™ &© Proprietary 13 Exclusive Property of Operational Productivity Tool, Inc.
  14. 14. Sustainability OPTI ConnectivityReport Development ™ &© MCP Rating Detail Brand Very few MCPs or Sub MCPs are documented Very few company resources are trained Very few checklists are followed/very little accountability is set/very few 3.00 CSFs are managed Documented systems are rarely, if ever, reviewed, modified or adjusted Very few documented processes achieve their goals and objectives Dimension Most MCPs or Sub MCPs are documented On average company resources are trained On average checklists are followed/on average accountability is set/on 7.00 average CSFs are managed On average systems are reviewed, modified or adjusted on a standard schedule On average processes achieve their goals and objectives Communication Very few MCPs or Sub MCPs are documented Very few company resources are trained Very few checklists are followed/very little accountability is set/very few 3.33 CSFs are managed Documented systems are rarely, if ever, reviewed, modified or adjusted Very few documented processes achieve their goals and objectives Weighted Very few MCPs or Sub MCPs are documented Average Very few company resources are trained Very few checklists are followed/very little accountability is set/very few 3.37 CSFs are managed Documented systems are rarely, if ever, reviewed, modified or adjusted Very few documented processes achieve their goals and objectives Proprietary 14 Exclusive Property of Operational Productivity Tool, Inc.
  15. 15. Sustainability OPTI ConnectivityReporting Proprietary 15 Exclusive Property of Operational Productivity Tool, Inc.
  16. 16. Sustainability OPTI ConnectivityAnalytics Proprietary 16 Exclusive Property of Operational Productivity Tool, Inc.
  17. 17. Optimizer OPTI ConnectivityStandard Template Proprietary 17 Exclusive Property of Operational Productivity Tool, Inc.
  18. 18. Optimizer OPTI ConnectivityKey Ratio Analysis ™ &© Financial Ratios Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Gross Margin % 60.0% 60.0% 60.0% 60.0% 60.0% EBITDA % 40.0% 40.0% 40.0% 40.0% 40.0% Profit Margin % 10.0% 10.0% 10.0% 10.0% 10.0% Return on Assets 6.8% 6.7% 6.9% 7.1% 7.8% Return on Equity 17.0% 16.8% 17.2% 17.6% 19.4% Quick Ratio 80.0% 80.0% 80.0% 80.0% 80.0% Current Ratio 150.0% 150.0% 150.0% 150.0% 150.0% Debt to Equity 100.0% 100.0% 100.0% 100.0% 100.0% Debt to Assets 30.0% 30.0% 30.0% 30.0% 30.0% Accounts Receivables Turnover 6.8 6.7 6.9 7.1 7.8 Inventory Turnover 4.8 4.9 4.7 5.0 5.5 Total Asset Turnover 0.7 0.7 0.7 0.7 0.8 Average Days Sales Outstanding 53.7 54.2 53.1 51.7 47.1 Proprietary 18 Exclusive Property of Operational Productivity Tool, Inc.
  19. 19. Roadmap OPTI ConnectivityLeakage Figures ™ &© OPTI Roadmap Master Template Factor Category Factor Max 6 Months 12 Months 18 Months 24 Months Excess Movement 3.00% 0.50% 2.00% 2.00% 3.00% Theft 0.50% 0.10% 0.30% 0.30% 0.50% Direct Labor Safety 2.00% 0.50% 1.50% 1.50% 2.00% New Product Development 3.00% 0.50% 2.00% 2.00% 3.00% Scrap 1.50% 0.50% 1.50% 1.50% 1.50% Material Cost 3.00% 1.00% 2.50% 2.50% 3.00% Direct Material Lazy Inventory 1.00% 1.00% 1.00% 1.00% 1.00% New Product Development 3.00% 0.50% 2.00% 2.00% 3.00% Utilization 3.00% 0.50% 2.00% 2.00% 3.00% Plant Loading 1.00% 1.00% 1.00% 1.00% 1.00% Factory Overhead Personnel 2.00% 0.50% 1.50% 1.50% 2.00% New Product Development 3.00% 0.50% 2.00% 2.00% 3.00% Proprietary 19 Exclusive Property of Operational Productivity Tool, Inc.
  20. 20. Roadmap OPTI ConnectivityFinancial Leakage Table Proprietary 20 Exclusive Property of Operational Productivity Tool, Inc.
  21. 21. Retool OPTI ConnectivityInitial Fix ™ &© Increase “Velocity of Money” Identify “Pain Points” and achieve quick impacts Drive to “Break-Even” Realize early team wins Proprietary 21 Exclusive Property of Operational Productivity Tool, Inc.
  22. 22. Retool OPTI ConnectivityProcess Infrastructure Development Salary Total Activity Owner Mins. (FL) Cost MRPS Long Term Production Plan ID Material Requirements Input six week/ future sales projections into Sales Database J. Doe 10 $50.00 $8.33 Calibrate scheduled orders over six weeks J. Doe 90 $50.00 $75.00 Determine under utilization of Machines W. Smith 90 $35.00 $52.50 Access six week/future sales projections CFTeam 45 $250.00 $187.50 Calibrate six weeks sales projections with parts needed CFTeam 45 $250.00 $187.50 Email invite and Matrix to Company Management CFTeam 3 $250.00 $12.50 TOTAL $536.33 Proprietary 22 Exclusive Property of Operational Productivity Tool, Inc.
  23. 23. Retool OPTI ConnectivityOngoing Maintenance ™ &© Activity Actual CSF Action Plan Locked in 70% 100% Finalize in next two weeks supplier pricing or fire supplier AR collection 27 days 25 days Analyze gaps, provide terms to holdouts 1-999 3 days 2.5 days No action plan, exceeded production target schedule 2 days Re-review of process, Quote to sales 5 days clean up gaps and issues Email server 89% 98% Schedule server uptime downtime, perform full maintenance Proprietary 23 Exclusive Property of Operational Productivity Tool, Inc.
  24. 24. Contact Information OPTI ConnectivityOPTI Contacts www.opticonnectivity.com http://opticonnectivity.blogspot.com/ Operational Productivity Tool, Inc. Office Court at Walton Point 482 Norristown Rd, Suite 114 Blue Bell, PA 19422 484-351-8305 Proprietary 24 Exclusive Property of Operational Productivity Tool, Inc.

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