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