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1
Recap on Enterprise Systems Direction
Challenges
 Poor standards and visibility surrounding prospecting and customer service
 Too many manual processes that are prone to data entry and tracking issues
 Aging systems with numerous custom built add-ons that are either standalone or
loosely integrated
CRM and Production Planning
• Determine a better approach for
automating landscape estimating and
production planning
• Pilot for a select group of Regions
• Validate success of pilot
Enterprise Resource Planning (ERP)
• Review industry leading ERP vendors to
determine the best all-around fit
• Determine integration with Aspire
• Select Finalists
• Implement
The long term goal is to have these two initiatives stay joined together so efforts are not duplicated
Two Key Initiatives
2
Payroll
HR
And
Benefits
Scope Involved for Selecting New Enterprise Systems
Accounting
And
Finance
Job
Planning
And Activities
Sales
Opportunity
Pipeline
Estimating
Lead Sourcing Scheduling
Time/Asset
Tracking
Procure to Pay
Account Structure
Contract to Cash
Budgeting and Reforecasting
Financial
Reporting
Recruiting
Accident Tracking
Onboarding
Benefits
Employee Portal
Training, Certs &
License Tracking
Compensation
Tax Services
Employee Management
Customer Relationship and Activities (i.e., Renewals, Enhancements
Orders, Track Issues, Follow-ups, Landscape Quality Audits)
Fixed
Assets
Job Cost (i.e.,
Labor) Integration
Job
Onboarding
Proposals
Document/Picture Storage
Photo/Copier/Scanning
Automation
Workflows
Approvals
Customizable
Alerts
Role-based Dashboards
Searchability
Integrated and Seamless
Common
Functions
Subcontractors
End User Reporting
API’s to 3rd Party
SystemsMobility
Garnishments
Leave Accruals
3
Payroll
HR
And
Benefits
Finalists for New Enterprise Systems
Accounting
And
Finance
Job
Planning
And Activities
Sales
Opportunity
Pipeline
Estimating
Lead Sourcing Scheduling
Time/Asset
Tracking
Procure to Pay
Account Structure
Contract to Cash
Budgeting and Reforecasting
Financial
Reporting
Recruiting
Accident Tracking
Onboarding
Benefits
Employee Portal
Training, Certs &
License Tracking
Compensation
Tax Services
Employee Management
Customer Relationship and Activities (i.e., Renewals, Enhancements
Orders, Track Issues, Follow-ups, Landscape Quality Audits)
Fixed
Assets
Job Cost (i.e.,
Labor) Integration
Job
Onboarding
Proposals
Document/Picture Storage
Photo/Copier/Scanning
Automation
Workflows
Approvals
Customizable
Alerts
Role-based Dashboards
Searchability
Integrated and Seamless
Common
Functions
Subcontractors
End User Reporting
API’s to 3rd Party
SystemsMobility
Garnishments
Leave Accruals
Why Aspire?
• Landscape industry specific
• Simple to use for the field
• Cloud-based platform
• Vendor interest in expanding to
our needs
• Integration to ERP (accounting,
HR, & Payroll)
Why NetSuite/Ultimate?
• Industry leading ERP and HCM
vendors with strong partnership
• Strong functionality
• Cloud-based platform
• Flexible integration
• Has sales and job costing but not
as industry-specific as Aspire
4
How these Enterprise Systems Benefit You and Your Teams
Technically
 All systems are web-based and hosted in the cloud
 Always on the most recent version of software
Functionally
 More self intuitive, easier to teach, and easier to navigate
 Focused on automation with less manual processes and paper forms
 Processes are streamlined and seamless across functions
− Prospect through customer
− Recruiting through onboarding
− Time Entry through payroll
− Budget planning through revisions
 Proactive management via visual dashboards and alerts
 Staff empowerment through easy to use reporting tools

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ERP Overview

  • 1. 1 Recap on Enterprise Systems Direction Challenges  Poor standards and visibility surrounding prospecting and customer service  Too many manual processes that are prone to data entry and tracking issues  Aging systems with numerous custom built add-ons that are either standalone or loosely integrated CRM and Production Planning • Determine a better approach for automating landscape estimating and production planning • Pilot for a select group of Regions • Validate success of pilot Enterprise Resource Planning (ERP) • Review industry leading ERP vendors to determine the best all-around fit • Determine integration with Aspire • Select Finalists • Implement The long term goal is to have these two initiatives stay joined together so efforts are not duplicated Two Key Initiatives
  • 2. 2 Payroll HR And Benefits Scope Involved for Selecting New Enterprise Systems Accounting And Finance Job Planning And Activities Sales Opportunity Pipeline Estimating Lead Sourcing Scheduling Time/Asset Tracking Procure to Pay Account Structure Contract to Cash Budgeting and Reforecasting Financial Reporting Recruiting Accident Tracking Onboarding Benefits Employee Portal Training, Certs & License Tracking Compensation Tax Services Employee Management Customer Relationship and Activities (i.e., Renewals, Enhancements Orders, Track Issues, Follow-ups, Landscape Quality Audits) Fixed Assets Job Cost (i.e., Labor) Integration Job Onboarding Proposals Document/Picture Storage Photo/Copier/Scanning Automation Workflows Approvals Customizable Alerts Role-based Dashboards Searchability Integrated and Seamless Common Functions Subcontractors End User Reporting API’s to 3rd Party SystemsMobility Garnishments Leave Accruals
  • 3. 3 Payroll HR And Benefits Finalists for New Enterprise Systems Accounting And Finance Job Planning And Activities Sales Opportunity Pipeline Estimating Lead Sourcing Scheduling Time/Asset Tracking Procure to Pay Account Structure Contract to Cash Budgeting and Reforecasting Financial Reporting Recruiting Accident Tracking Onboarding Benefits Employee Portal Training, Certs & License Tracking Compensation Tax Services Employee Management Customer Relationship and Activities (i.e., Renewals, Enhancements Orders, Track Issues, Follow-ups, Landscape Quality Audits) Fixed Assets Job Cost (i.e., Labor) Integration Job Onboarding Proposals Document/Picture Storage Photo/Copier/Scanning Automation Workflows Approvals Customizable Alerts Role-based Dashboards Searchability Integrated and Seamless Common Functions Subcontractors End User Reporting API’s to 3rd Party SystemsMobility Garnishments Leave Accruals Why Aspire? • Landscape industry specific • Simple to use for the field • Cloud-based platform • Vendor interest in expanding to our needs • Integration to ERP (accounting, HR, & Payroll) Why NetSuite/Ultimate? • Industry leading ERP and HCM vendors with strong partnership • Strong functionality • Cloud-based platform • Flexible integration • Has sales and job costing but not as industry-specific as Aspire
  • 4. 4 How these Enterprise Systems Benefit You and Your Teams Technically  All systems are web-based and hosted in the cloud  Always on the most recent version of software Functionally  More self intuitive, easier to teach, and easier to navigate  Focused on automation with less manual processes and paper forms  Processes are streamlined and seamless across functions − Prospect through customer − Recruiting through onboarding − Time Entry through payroll − Budget planning through revisions  Proactive management via visual dashboards and alerts  Staff empowerment through easy to use reporting tools