e eplus inc. - proprietary and confidential
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e+
ePlus inc. -- Proprietary and Confidential
Enterprise SupplyManagement
An Overview
February 2008
NAPPConference
Marina del Rey
Corporate Summary
Founded in 1990, Public Since 1996
Ticker: PLUS 2,500+ Customers 30+ Locations throughout United States Corporate Headquarters in Herndon, VA
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2005 2006 2007
Fiscal($millions)
Overview
ePlus Systems
Product Information Mgmt
+ Supplier Portal
+ Product Data Cleansing
+ Catalog Management
+Simplified Requisitioning
+Workflow Approvals
+Account Distribution
+Budget Checks
+Automatic Ordering
+Sourcing and Bid Analysis
+Receiving
+Inventory Management
+Invoice Matching
eProcurement
with + Opportunity Analysis
+ Supplier Management
+ Compliance Reporting
Spend Analysis
Asset Management
+ Asset Tracking
+ Lifecycle Management
+ Financial Controls
Document Management
+ Fast On-line Docmt Access
+ Drawings, Floor Plans, Maps
+ Blueprints, Schematics
Enterprise Supply Management from ePlus covers the complete supply process from supplier enablement to procurement, settlement and product disposition.
Compliance Productivity Cost Savings
Product Information Management
EnterpriseContent
Management
HostedContent
Management
ePlusContentServices
Catalog+
Content+Advanced
SupplierEnablement
SupplierPortal
ProductInformation
Management
More Spend Under Control
Requires that users can find what they are looking for in an e-procurement application
This requires that users have access to up-to-date catalogs with robust search functionality
This turn requires a two-pronged approach:A. Ability to take disparate supplier data, cleanse and
normalize it, and put it into a standard catalog covering multiple suppliers
B. Providing a simple mechanism for on-boarding suppliers of all sizes
A = Content Management
B = Supplier Portal
SupplyManagement
Contract Compliance
Once the spend portfolio is defined and assigned to suppliers, contracts are set up
Contract pricing is stored within Procure+
These, combined with the search capabilities with the catalogs, ensure that contract items are easily located, and ordered every time
Off-contract purchases are tracked within Procure+, and their visibility reduces the level of non-compliance
SupplyManagement
Process Compliance
Process compliance is achieved through supplier enablement, supplier management, and workflow
Supplier enablement brings more suppliers into the mix
• Robust search functionality means users find what they need
Spend Analysis and sourcing lead to stronger contracts, enforced by eProcurement
• Workflow ensures that purchase transactions comply to these business rules
SupplyManagement
Content Management from ePlus
ePlus has been developing Content Management software and services for over 20 years
During that time, we have developed 500,000 business rules, across 64,000 commodity groups
Today, ePlus provides the services and toolsets required to create and maintain Content, supporting commercially viable e-commerce initiatives, and improving supply chain communications
These services and toolsets are known as Content+
Content Management
Content
Why good Content is important…
Content Management allows users to find the products they are looking for, from internal and external sources, regardless of the supplier
Individual supplier catalogs can be accurate, but inconsistent from one supplier to another.
In effect, the suppliers are using different languages to describe the same item
Content Management takes all the items across all the catalogs, and normalizes the descriptions, enriches the data, and classifies item groups
Content Management
Content
Why bad Content is expensive…
If users can’t find all examples of what they are looking for, their choices will be limited, and they can’t make the best selection based on what’s available
Even worse, if users can’t find any examples of what they are looking for, even if those items are in the catalogs, the user will resort to maverick buying
Purchases made as a “maverick buy” cost, on average, anywhere from 10 to 20% more than contracted items
Content Management
Content
ePlus Industry Expertise
Automotive Accessories and PartsBearingsBuilding SuppliesChemicalsClothingCommunications EquipmentComputers, Components & PeripheralsConsumer ProductsElectricalElectronicsFastenersFilters & Filtering UnitsFurnitureGaskets, Seals, & PackingsHVAC & RefrigerationHydraulic & Pneumatic Equipment
InstrumentationJanitorial Supplies & EquipmentLab & Medical ProductsLandscape MaterialsLubricants, Greases, EquipmentMarine Equipment, SuppliesOffice ProductsPaint & Protective CoatingsPhotographic EquipmentPlumbingPrinting EquipmentPumpsRotating Equipment & MachinerySafetyTools & Shop EquipmentWater TreatmentWelding Equipment
Content
Legacy
Systems
Legacy
Systems
Paper CatalogsPaper Catalogs
CD’sCD’s
eCatalogs
Supplier Portal
eCatalogs
Supplier Portal
Rich Content
How do you get from here . . .
to here?
The Content Process
Content
Cleansing
The Content Process
StandardizationEnrichment Normalization
Legacy
Systems
Legacy
Systems
Paper CatalogsPaper Catalogs
CD’sCD’s
eCatalogs
Supplier Portal
eCatalogs
Supplier Portal
Aggregation Validation Classification
Rich ContentQA Review
Content
The Content Process
StandardizationEnrichment Normalization
Third Party
Purchasing
Professionalcontent
management,only from ePlus.
Publication Procure+
Legacy
Systems
Legacy
Systems
Paper CatalogsPaper Catalogs
CD’sCD’s
eCatalogs
Supplier Portal
eCatalogs
Supplier Portal
Aggregation Validation Classification
Syndication . . . or . . .
Spend
ManagementRich ContentQA Review
Content
Now that good Content ready, it can be put to use.
Publication makes the finished catalog available to e-commerce applications, as is, on-line. The catalog is ‘connected’ to e-commerce.
Syndication takes the finished catalog, and prepares the data for import or upload to an e-commerce application, off-line. The catalog can be syndicated to any number of applications
ERP e-Procurement Spend Analysis
Syndicated content is transferred in a variety of schema and formats, depending on where it needs to go.
Using Good Content
Results
A single catalog of good content can be used to ‘feed’ various applications, like so:
Syndicating Good Content
Results
Integration with eProcurement
Content+ is designed to provide the fuel for eProcurement applications
If an eProcurement system fails to deliver its promised potential, it is almost always because of lack of “good” content
To date, ePlus has integrated its Content+ technology with ERP, eProcurement and financial applications:
Oracle Lawson SAPAriba J D Edwards PerfectCommerce
Integration
Common Language Generator
CLG is ePlus' Content Management Expert System
CLG (Common Language Generator) is a patented knowledge-based software application that transforms traditional legacy data into structured content
CLG currently contains over 500,000 business rules that it uses to recognize products and associate them with the proper classification automatically
By performing repeatable tasks on thousands of items in one process, CLG makes e-commerce catalogs affordable and commercially viable
The CLG
Supplier Enablement
Rule 1 eProcurement is only effective when people actually use it
Rule 2 The biggest inhibitor to effective eProcurement is poor catalog content
Rule 3 The main contributor for poor catalog content is lack of supplier enablement
Enablement
Supplier Enablement
We help clients capture all of their spend
• not just office suppliers and temp services.
We have worked with over 60,000 commodities
Making life easier for your suppliers is critical to adoption and success of your program.
• Without Content, there is no eProcurement
• Without supplier participation, there is no Content
Enablement
Supplier Portal
The Supplier Portal provides an interface to Content+ so that suppliers can self-author their catalogs on-line.
Once information has been provided, it can be managed through its lifecycle, using the Content+ toolset.
Suppliers upload new data, and make changes and deletions, to a Staging Catalog. At that time, an e-mail message is sent to the Client Catalog Administrator.
The Catalog Administrator then has the option to review the data, and approve it or reject it.
The Portal
Content Load
Maintenance
CLG
QA
Add
New Items
Production
Catalog
Paper CatalogsLegacy
Data/CD's
ePlus or Client activities
These are the basic functions that give you good content, whether you perform them yourself, or have ePlus handle it all for you.
Roles & ResponsibilitiesRoles & Responsibilities
Services
Enrichment
Aggregation
Hosting
Turnkey
Ready to Go
ePlus
ePlus stands ready to perform ALL of your content management as you wish. At any time, our skill sets can be transferred to you.
Content Load
Maintenance
CLG
QA
Add
New Items
Production
Catalog
Paper CatalogsLegacy
Data/CD's
ePlus or Client activities
Roles & ResponsibilitiesRoles & Responsibilities
Staging
Catalog
Register
Authorized?
Add
Import
Edit
N
Y
Supplier
Similarly, via the Supplier Portal, your own suppliers can take part in Content Management, especially for updates.
Services
Enrichment
Aggregation
Hosting
Turnkey
Ready to Go
ePlus
Content Load
Maintenance
CLG
QA
Add
New Items
Production
Catalog
Paper CatalogsLegacy
Data/CD's
ePlus or Client activities
Roles & ResponsibilitiesRoles & Responsibilities
Supplier Portal Functions
Engages new suppliers
Manages relationships between suppliers to facilitate information flow
Manages day-to-day activities and communications between suppliers and the customer relative to content
Works with suppliers to ensure delivery of updated content on a regular basis, consistent with predefined timelines
Works with customers and suppliers to ensure changes to content are reflected in Staging and Production Catalogs
The Portal
Supplier Portal Benefits
Suppliers use the Portal in order to lower the cost of doing business with their clients
Clients don’t have to upload and maintain supplier data themselves
• Catalog Administration workflow routes data for approval before going into production
Facilitates the supply chain process by providing the right interface with the right controls, between the buyer and the seller
The Portal
Summary
Compliance Productivity Cost Savings
Rule 1 eProcurement is very effective when people actually use it
Rule 2 The biggest contributor to effective eProcurement is good catalog content
Rule 3 The main contributor to good catalog content is effective supplier enablement
Enablement
Enterprise or Software as a Service Features:
• Advanced patented Catalog Management• Automated Workflow and Configurable business
rules• Requisitioning, Approval and Budgeting • RFQ's, reverse auctions, quotations and Bid Analysis• Purchase Orders, Contracts, service templates• Desktop and/or Central Receiving• Inventory Management and Asset Tracking• Invoice Matching• Reporting and ad-hoc queries for Actionable
Information
Procure+
Procurement
Procure+ Benefits
• Standard catalogs and contracted prices
• Users have ‘freedom without choice’
o Can only order what they can see
• Pre-loaded budget and account information
o Eliminate improper allocations and coding
o Prevent budget over-runs
Compliance
Procurement
Procure+ Benefits
• Point and click ordering from rich item content
• Workflow and automated business rules reduce approval times
• Most information defaults directly, no data entry
• AutoPO for catalog itemso no buyer involvement
• Users check own order status for expediting
• Focus buyers on sourcing and supplier management
o Removed from clerical order placement process
ProductivityCompliance
Procurement
Cost Savings
Procure+ Benefits
• Improved spend visibility for sourcing and contracting
• Contract enforcement delivers realized savings
• Reduced latency in approvals process and physical touches
• Lower transaction costs
o Consolidated and fewer purchase orderso Automated receiving process
• Greater accuracy
o Less errorso Less invoice querieso Less returnso Less cost
ProductivityCompliance
Procurement
Requisition
Auto PO
RequisitionerRequisitioner
On-lineApprovals
Order Status and History
ApproverApprover
Receiving
Export Files
Reporting
Accounting
BuyerBuyer
BuyersWork Queue
POManagement
RFQ/BidManagement
Order Routing•Print•eMail•AutoFax
•Online•EDI•XML
AccountsPayable
Budget
Check
Services Favorites
Hosted
Catalogs
Quick Req
Punch Out
Suppliers
Suppliers
Invoices
Quotations
. . . for matching with invoices from suppliers.
OrdersSummary
ReceiptsSummary
Procure+ Process
Procurement
Procure+ Summary
Distributes the ordering process to end users (requisitioners) so buyers can focus on supplier management and sourcing
Productivity
Procure+ is a purchasing transaction engine, supporting multiple business requirements:
Procurement
Procure+ Summary
Distributes the ordering process to end users (requisitioners) so buyers can focus on supplier management and sourcing
Ensures compliance to business rules via built-in workflows based on customer profiles
Compliance Productivity
Procure+ is a purchasing transaction engine, supporting multiple business requirements:
Procurement
Procure+ is a purchasing transaction engine, supporting multiple business requirements:
Procure+ Summary
Distributes the ordering process to end users (requisitioners) so buyers can focus on supplier management and sourcing
Ensures compliance to business rules via built-in workflows based on customer profiles
Ensures compliance to existing corporate contracts
Compliance Productivity Cost Savings
Procurement
Procure+ Summary
Distributes the ordering process to end users (requisitioners) so buyers can focus on supplier management and sourcing
Ensures compliance to business rules via built-in workflows based on customer profiles
Ensures compliance to existing corporate contracts Captures accurate spend data for integration to other
applications, such as sourcing and spend analysis
Compliance Productivity Cost Savings
Procure+ is a purchasing transaction engine, supporting multiple business requirements:
Procurement
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