2. Topics
• Background
• Focus and Expertise
• Financial, ERP & CRM Systems Software Sales and
Implementation
• Support Services
3. History, Mission and Vision
• We are an 8 year old IT services firm led by ERP consulting industry
experts: We help businesses run better.
• We are a managed-services reseller of cloud and on-premise
solutions, primarily with Financial, ERP, and CRM expertise
• We specialize in mid-market ERP, selling SAP and Epicor as a full
service Partner to each firm.
• We provide Cloud software and technical support as well.
• We have employees and projects throughout the US
• Our IT services include project-based software sales and
integration, software development, staff augmentation, and
technology support – often referred to as a “hybrid” model.
• We focus on customer satisfaction at all levels in the organization
and reward all members of our teams on customer satisfaction.
4. Our Approach
• Client partnerships with hands-on from both sides
• Clear shared objectives, such as
– Lowering IT and Business costs through improved efficiency
– Increased sales through improved processes
– Affordability of the solution relative to the return expected
• Solid and proven methodology for all projects
• Certified PM’s and technical delivery experts in the skills
required
• Measurement and signoff throughout the project to the
agreed-upon plan
5. EstesGroup Leadership
• Cori Smith - President & CEO
• Bruce Grant - Managing Partner
• Brandon Haave, Sr. Partner, VP Operations
• John Koski - Director, Business Development
• Matt Thompson - Director, Professional Services
• Kim McReynolds- Director, Marketing
• Sean Hallahan- Sr. Account Executive, NYC Area Director
• Stuart Hill- Principal, DC Area Director
• Russ Orten-Principal and CFO
6. Solutions
• Financial Services • Manufacturing / Distribution
– Private Equity – Aerospace & Defense
– Capital Markets – Instruments & Controls
– Prime Brokerage – Industrial Machining & Metals
– Risk Management – Green Technology
– Banking & Insurance – Distribution
• Professional Services • Public Sector
– Project Management – Financial Systems
– Financial Management – Membership Solutions
– Proposals & CRM – ERP/CRM/MIS Solutions
– Time Reporting & Billing – BI/DW/ECM & Web
7. Sample Clients
• ERP Specialists. Clients include:
RT Logic JP Morgan Chase
BMW North America Peer Bearing
Volvo N. America Dake
• Financial Industry specialists. Clients include:
UBS XE Capital
FINRA TD Ameritrade
JPMorgan Chase CitiGroup
FirstBank MarcoPolo Network
8. SAP Success Stories and Expertise
• SAP Business ByDesign Solution Reseller
– SAP’S new “Cloud” offering that encompasses most of the ERP features in their suite
• Multiple Full Life Cycle Engagements
– Supply Chain, Manufacturing, Production, Financials
– SAP Systems Integration to Other Applications e.g., Oracle,
PeopleSoft, etc.
– Extensive Global Rollout Expertise with major clients
– Strong Program / Change Management Skills
– Several strategy engagements focusing on TCO and Centers of
Excellence, including Best Practices
• SAP Staffing Support
– Key vendor to numerous integrator and end user companies
– Over 40,000 SAP professionals with over 5 years of expertise in
proprietary database
9. Volvo N. America
• Engaged 2005-2007
• Created SAP based reports for Mack division
to enable inventory control
• Created Oracle data base interfaces for their
scheduling and distribution system
• Created Java applets for integration to the
above system
10. JP Morgan Chase
• Engaged 2007-2008
• Developed new interface to SAP single
instance FICO for BankOne integration
• Largest single instance account for SAP
worldwide
• Created FICO reports and dashboards
• Supported Dayton, OH and London operations
11. University of Colorado
• On-going client since 2007
• U-CO has a SharePoint, PeopleSoft, Oracle
Financials environment
• One project involved integration with these
systems to roll out MS Exchange
• Another project included integration of
Live@edu’s rollout (Microsoft educational
offering) with their SharePoint/Peoplesoft/Oracle
Financials systems
• Very high client satisfaction
12. Epicor Projects - Recent Success Stories (1 of 2)
RT Logic- Colorado Springs, CO - E9 Rollout (Manufacturing)2009 to Present
Sold and managed the rollout of E9 to a defense electronics manufacturing firm. Created links
between E9 and Deltek. Managed all aspects of the effort, including
installation, education, business process mapping, financials, manufacturing, and CRM. E9 is live
and customer is reference-able.
Technologic Systems – Phoenix, AZ - E9 Rollout (Manufacturing)2009 to Present
Managed the rollout of E9, education, business process mapping, and delivery for an Estes Group
client. E9 is live and customer is reference-able.
Integral Systems-Columbia MD - E9 CRM Rollout (Professional Services) 2010 to Present
Sold and managed the rollout of E9 to a defense electronics manufacturing firm to create a
company-wide quoting and CRM capability. Managed all aspects of the effort, including
installation, education, business process mapping, and CRM process flows. Project is on-going and
on track.
PartMiner Worldwide, Centennial CO - E9 Rollout (Distribution)2010 to Present
Sold and managed the rollout of E9 to an international distribution firm. Managing all aspects of
the effort, including installation, education, business process mapping,. Project is on-going and on
track.
13. Epicor Projects - Recent Success Stories (2 of 2)
DeTect Inc- Longmont, CO - E9 Rollout (Manufacturing) 2010 to Present
Sold and managed the rollout of E9 to a weather electronics manufacturing firm to create a company-wide
manufacturing and financial base. Managed all aspects of the effort, including installation, education, business
process mapping, and process flows. Project is on-going and on track.
Telect- Seattle, WA - E9 Rollout (Manufacturing) 2010 to Present
Supported the E9 financial rollout, including education and general ledger with all supporting modules for a large
Epicor client. E9 is live.
HydroHoist – Claremore, OK - E9 Rollout (Manufacturing) 2010 to Present
Managed the project rollout, including install and early education, for an Epicor client. E9 is live.
Epicor Inc / Miscellaneous Clients – Nationwide - E9 Functional Support2009 to Present
EstesGroup has provided direct functional support to Epicor’s clients in the areas of Financials, Distribution,
Manufacturing, Professional Services, and CRM.
Epicor Inc / Miscellaneous Clients – Nationwide - E9 Technology Support2009 to Present
EstesGroup has provided direct support to Epicor’s clients in the areas of Data Migration (DMT expertise
primarily), EPM, FRX and AFR, TieCommerce EDI, Avalara Tax, etc.
14. Genentech
• Major biotechnology firm requested ERP
support for analysis of SAP implementation
• Total cost of ownership, comparison to peer
groups, and strategy for Project Management
Office (PMO) were included in scope
• Subbed work to SAP to access internal
knowledge of SAP operations and to complete
the project rollout
15. Financial Regulatory Authority (FINRA)
• Client since 2005
• Highly technical “software factory” creating
unique systems with zero error tolerance
• Integrated their custom applications with their
Peoplesoft and Oracle Financials
• Java, Documentum, SQL server, and .Net are
other primary skill sets
• Provided staff with configuration management
and release management skills
16. IT Support
• 100,000 resume proprietary repository with best
practices from decades of experience
• Solid credentials and network: focused
• 2 recruiters with average of 8 years experience
• Help desk and customer call center
• Exceptional ability to find and deliver the best: We get it.
• Exceptional client satisfaction !
17. Summary/Next Steps
• We are proud of our track record in providing high
quality technology solutions at affordable levels to
major clients
• We have functional and technical personnel on staff
with deep ERP, Financials, and CRM experience
• We appreciate the opportunity to present our
credentials to you
• We would welcome the opportunity to move further
forward: Contact us today!
