The document discusses how Personiv and NetSuite can help integrate subsidiaries more efficiently through a two-tier ERP strategy. As businesses grow through acquisitions, their ability to adapt can be hindered by disparate systems. A two-tier ERP approach allows regional business units to run optimized systems while integrating with an enterprise-wide ERP, improving agility. Personiv and NetSuite's solutions provide benefits like reduced implementation times, lower costs, and the ability to meet unique regional and global needs.

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October 2018
FROM SPREADSHEET HELL TO REPORTING
HEAVEN: How Personiv + NetSuite can efficiently
and fully integrate your subsidiaries

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Today’s Presenters
Megan Weis
VP & General Manager
FAO
Michael Kulisch
BPO/BPaaS Program
Leader
Andrew Hery
Channel | Principal Sales
Consultant

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Experience and EXPERTISE
• 30 years experience outsourcing across a wide
range of business functions
• Maintaining quality and reducing costs by up to
50% or more
• Creating partnerships that lasts
• We emphasize finding great talent, and focus on
training and development
• Best practices programs such as Six Sigma:
ISO9001: ISO27001
3
Personiv’s Story
Nimble with a Focus on CUSTOMIZATION
• Big enough to provide enterprise level solutions (business continuity)
• Small enough to provide focused attention, flexibility and customization
• Programs are designed to meet the unique needs of our customers
• Service offerings are fine-tuned based on customer feedback
• Ability to scale up and down to meet customer needs

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Business Process Outsourcing
• More than 3,000 employees worldwide
• Focus on Quality, People & Community
• Operations facilities in Manila, Philippines, Coimbatore, India and Gurugram, India
Austin, TX, USA
(Headquarters)
Coimbatore, India Manila, PhilippinesGurugram, India

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NetSuite: World’s #1 Cloud ERP
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About NetSuite

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About NetSuite: World’s #1 Cloud ERP
Background
• Founded in 1998
• Offices in 15 countries
• 7000+ employees
• $1B Revenue run rate
Performance
• World’s most deployed cloud ERP
• Used by 40,000+ organizations
• 3,000 new logos in the last 12 months
#1 Cloud ERP Suite
Industry Recognition
Best
Financial
Management
Best Relationship Mgt.
Best Business Software
Best Cloud Platform
Top 10 Cloud
Companies
to Watch
Fastest Growing
Top 10 FMS Vendor
3rd Year Running

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As businesses grow, then tend
to become LESS AND LESS AGILE
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The Problem Explained

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Solutions

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Agility Requires Finance to Evolve
REPORT FINANCE RESULTS
Cost Efficient
Reactive
Backward Looking
Rigid Data
DRIVE BUSINESS RESULTS
Strategic Partner
Proactive
Forward Looking
Flexible Information

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• Stringent Regulatory Compliance – Sarbanes-Oxley and
IFRS are fully embedded
• Global Expansion – Increasing global reach drives complexity
in reporting, consolidations
• Business advisor – Expected to be a strategic partner and
business advisor
• Pressure to increase effectiveness – must leverage shared
services, outsourcing and utilize new technology and solutions
• CFOs role is evolving – the CFO and COO roles are
converging
• Business Model Changes – a move to asset-light,
subscription based model
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Finance Role is Changing – Drivers for Change

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Growth, particularly via acquisitions, may be
HINDERING YOUR ABILITY TO ADAPT TO CHANGE
IN THE BEGINNING FAST FORWARD
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Meanwhile…

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Disparate Systems Hinder Evolution
01
Implementing Controls & Compliance: Changing regulations and the convergence
of accounting principles requires more time and expense for technical accounting and financial reporting.
02
Creating accurate financial & management reports & disclosure
documents: Data for financial reports and disclosure documents are in disparate systems
making the entire process error prone and time consuming
03
Timely close & consolidation: With multiple versions of the truth, the process
is inefficient and takes too long.
04
Outdated solution for today’s business requirements: Need to approach
a technology initiative with its benefits beyond the immediate ”pain point” & shrinking IT budgets.
COMMON
CHALLENGES

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It can be EASIER THAN YOU THINK
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Possible Solutions

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ERP is DIFFICULT
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Is ERP consolidation the only answer?

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“Adopting a two-tier ERP
strategy can dramatically
reduce regional business
unit implementation
times, provide greater
agility and improve
operational costs.”
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A Way Forward for Today’s Enterprises: Two-Tier ERP
Understand the Deployment Options for a
Two-Tier ERP Suite Strategy, May 2013
0
5
10
15
20
25
30
35
40
45
50
2009 2012
THE RISE OF TWO-TIER

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Your CURRENT environment
GLOBALREGIONCountry/Subs
idiary/Portfoli
oCo
Mexico USA Brazil France UK Germany Japan Australia
Americas EMEA APAC
WORLDWIDE HQ
OR

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Your FUTURE environment
Mexico USA Brazil France UK Germany Japan Australia
Americas EMEA APAC
WORLDWIDE HQ
OR
France | UK | Germany | Japan | Australia
Mexico | Brazil
GLOBALREGIONCountry/Subs
idiary/Portfoli
oCo

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Integrations options
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CORPORATE
Running Oracle/SAP
E-Business
Suite Financials
Technology Toolkits
SOAP
Integration Partners
Europe | Middle East | China | Australia | US | Japan

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Benefits of NetSuite Technology + Personiv Outsourcing

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A look at NetSuite’s
REPORTING CAPABILITIES
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Possible Solutions

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QUESTIONS?
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Thank You

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Call us at 844.628.3614 or visit personiv.com for more information.
8601 Ranch Road 2222
Bldg. 1, Suite 100
Austin, TX 78730