misg direct-connect® electronic special ordering earl losey, vp – sales october 16, 2007 anx –...
TRANSCRIPT
MISG Direct-Connect®Electronic Special Ordering
• Earl Losey, VP – Sales
• October 16, 2007
ANX – MISG and the AftermarketWhat the merger means to MISG clients and the industry
• Rich Stanbaugh – President & CEO• October 15, 2007
2
Background
3
Who is ANXeBusiness?
Conceived in an Association?• Automotive Industry Action Group
• Big Three OEM Sponsorship
• Network Design, Construction & Pilot 1995 – 1998
Born in a Corporation• Headquarters in Southfield, MI
• Assets sold by AIAG to SAIC, ANX established in 1999
• Mitsubishi Corporation acquires 20% stake in ANX
Growing Through Private Equity• ANX acquired by One Equity Partners in October, 2006
• ANX acquires MISG in December 2006
• ANX acquires division of Talk America in March 2007
• ANX acquires Virtual Services in June, 2007
4
One Equity Partners - Summary
Established in 2001, OEP Manages Investments &
Commitments for JPMorgan Chase• Offices in New York, Chicago and Frankfurt
• OEP was founded by Mr. Dick Cashin former President of
Citicorp Venture Capital.
ANX Sponsored by Jac Nasser• OEP Partner – former CEO Ford Motor Company
• Strong advocate for technology & automotive
OEP Manages more than $5.0 Billion• Recently acquired over twenty companies
• Industries including telecommunications, technology, defense,
chemicals, healthcare, and manufacturing
5
ANX Was Created To Support Collaboration
Material Release Process was Growing• Larger, more complicated transaction sets
• Suppliers supporting multiple customers
• Increasing dependence on data – service reliability
Product Development Outsourcing• Internal divisions being spun off (Delphi, Visteon)
• Needs for security & authentication increasing
• PD applications demanding network performance
OEMs Understood Need for Collaborative Environment• Scale – not technology the initial driver
• Needs to extend the enterprise beyond 4-walls
• Partners unable to purchase same service levels as OEMs
• Internet was still a vision
6
ANX Design Began in 1995…
A World Without Google eBay Had Just Been FoundedApple Stock was Racing Towards $18 per Share The New Internet
• 100,000 Hosts
• NSF stops direct access; ATT, MCI & Sprint become ISPs
Est. 70% Automotive PD Cost/Complexity Inside OEMs• Unprecedented levels of engineers
• Growing levels of IT staff supporting global product development
• Proprietary security, data access & network connectivity
Collaboration was an Idea• Not fully understood
• Needs for external collaboration were future needs
7
The World in 2007…
Google’s Market Cap is $200 Billion eBay
• More than 200 million users
• Selling more than $32 billion goods annually
Apple Stock at $167; sold 1 Billion Songs on iTunes Internet 2007 – 1.1 Billion Users Est. 70% Automotive PD Cost/Complexity Outside OEMs
• Unprecedented levels of engineers – fewer within OEMs
• Commensurately fewer IT staff within OEMs
• Need for security, data access & network connectivity standards
Collaboration is a Necessity• Infrastructure & support no longer exists within OEMs
• Standards needed to facilitate data exchange
8
ANX is About Collaboration
Established Standard• Has connected more than 4,000 companies
• SOX-compliant process for inter-company exchange
Extends Large-Customer Service Level Agreements• Large customer SLAs delivered to smallest customers
Product Lines Supporting Collaboration• Network Managed Services – Enterprise-to-Enterprise
• Transaction Delivery Services – Machine-to-Machine
• PLM Services – Engineer-to-Engineer
9
Products &
Product Lines
10
Managed Network Services
ANX Network: A premium network service designed to support an entities’ most mission-critical business processes (i.e. financial, critical or financial & critical applications)
ANX engineers are trained to support high-availability and disaster-recovery designs and implementations
Premium services available from ANX to implement and manage connectivity to the ANX Network on a global basis - “one stop shopping”
Proactive, 24 x 7 x 365 customer support, router management, monitoring and alerting, dedicated engineering, design and implementation resources
VPN Outsourcing and Data Security options include: ANXTunnelz: A self-service, outsourced VPN management system IPSec Management Options (T&M or fixed-price basis)
ANX Managed Services include: Network Management (SLAs) Configuration (IPSec) Management Performance Management Exchange
Point
11
Transaction Delivery Services
ANX Trading Partner
ANX Trading Partner
CRMSCPSCMMFG
Inventory
Carriers, Customers, Suppliers, Distributors, Auctions, Financial Services
CRM SCP
SCM MFG
Inventory
Message Broker
Data Transformation
Carriers, Customers,
Suppliers, Distributors
, Auctions,
Financial Services
ANX Velocity: A powerful, network-based transaction delivery engine for business-to-business communication
Direct Connect: An IPO-compliant, Web-based product that provides a simple interface for managing product inventories
TRANSET: A mailbox service utilizing the TRANSNET Proprietary or TRANSNET X-12 standard formats.
12
Product Lifecycle Management Services
A Complete Suite of PLM Solutions for companies
requiring varying levels of support for their product
development efforts.
ANX’s PLM product offering includes• Software: all software which complies with the requirements of
vehicle manufacturer’s product development programs.
• Help Desk: remote administration, application support,
implementation & consulting services, product and project
management from world-class technology experts specializing in
the PLM niche.
• Technical Services: on-site and remote support of all software
applications, including implementation, trouble-shooting, upgrades
and training.
13
ANX Product Lines
ProductDevelopme
nt
Manufacturing
RetailAftermarket
Managed NetworkServices
TransactionDelivery Services
PLM Services(Extranet)
MISG
VSI
ANX
Market Entry – “Pivot Point”
Market Entry – “Pivot Point”
Market Entry – “Pivot Point”
Potential Area of Future Focus
Potential Area of Future Focus
Potential Area of Future Focus
Potential Area of Future Focus
= Existing Capability = Identified Opportunity = Potential Market Opportunity (Extension from Identified Opportunity)
= Potential Area ofFuture Focus
ANX
ANX
14
Success? A Case Study…
Statistics From an OEM & Partners – Last 12 Months• 88+ terabytes of data exchanged
• More than 650 business partners
• ANX manages 850 devices
• Each device is polled every 4.5 seconds
During this Process… • More than 13,500 events have been detected and serviced
• Nearly 1,000 moves, adds & changes have been processed
• Nearly 1 million requests processed through the portal
The Results…• 99.988% availability
• Less than 6 seconds of downtime per partner
• 95% of the top 200 NA automotives depend on ANX
ANX is About Collaboration
15
Strategy
16
Mission…
ANX is a technology company specializing in
mission-critical and collaboration data communication services.
We partner with global telecommunications & technology
companies to extend our largest customers’ service levels to
the smallest participants in the value chain.
17
How Will ANX Grow?
Growth Within Existing Value Chains• Strategic & add-on acquisitions
Growth Into Adjacent Value Chains• Strategic and add-on acquisitions
New Product Development & Geographic Expansion• Mexico & Europe
• Utility model for network services
• Direct Connect – Internet Part Ordering
• Products supporting PLM & PD outsourcing management
18
Expansion into Adjacent Value Chains
Automotive
Aftermarket
Ma
teria
ls
Pa
rts
OE
M
Lo
gistics
De
ale
r
Fin
an
ce
Insu
ran
ce
Se
rvice
Afte
rma
rke
t
Le
asin
g
Ga
s / Oil
Ma
inte
na
nce
Lice
nse
/Ta
x
Pa
rts
Lo
gistics
Wa
reh
ou
seD
istribu
tor
Job
be
r
Re
tail
Ind
ep
en
de
nt
Ga
rag
e
Fra
nch
iseS
ervice
s
Sp
ecia
ltyS
ervice
s
Retail
Heavy Industry / Industrial / Other
19
Growth Within The Value Chain
ProductDevelopme
nt
Manufacturing
RetailAftermarket
Managed NetworkServices
TransactionDelivery Services
PLM Services(Extranet)
MISG
VSI
ANX
Market Entry – “Pivot Point”
Market Entry – “Pivot Point”
Market Entry – “Pivot Point”
Potential Area of Future Focus
Potential Area of Future Focus
Potential Area of Future Focus
Potential Area of Future Focus
= Existing Capability = Identified Opportunity = Potential Market Opportunity (Extension from Identified Opportunity)
= Potential Area ofFuture Focus
ANX
ANX
20
Growth into New Value Chains
Supplier W/D InstallerJobber
Managed NetworkServices
TransactionDelivery Services
PLM Services(Extranet) VSI Market Entry –
“Pivot Point”Potential Area of Future Focus
Potential Area of Future Focus
Potential Area of Future Focus
Potential Area of Future Focus
= Existing Capability = Identified Opportunity = Potential Market Opportunity (Extension from Identified Opportunity)
= Potential Area ofFuture Focus
MISGMISG
Market Entry – “Pivot Point”
Market Entry – “Pivot Point”
Potential Area of Future Focus
Potential Area of Future Focus
Potential Area of Future Focus
21
MISG
22
Why MISG – Strategic Fit!
Customer Alignment• Opportunity to increase ANX’s value to Suppliers
• Opportunity to grow into Automotive Aftermarket
A Good Fit• Similar heritage to ANX
Great Employees• Strong industry experience and segment expertise
Compatible Product Lines• Strong products within ANX TDS
• Supplier relationships benefiting all customers
23
The Future of MISG
Investing in the Business• Newly hired GM – Kevin Pierce
• Access to capital for PD & acquisition
• Moving entire TDS product line to RTP
Investing in the Products• Brought Direct Connect to market within months of purchase
• Updating EDI technology available to customers
• Future product expansion
Part of an Larger and Growing Company• Integrated operations & customer service organizations
• Increased service levels & tighter performance metrics
• Renewed & Enduring commitment to Automotive Aftermarket
24
Challenge Us…
PLM in Aftermarket• We want to support the PLM business in the Automotive
Aftermarket
Network Managed Services• We have unparalleled experience managing complex, secure
and mission-critical networking environments
• We hope to help you manage your downstream and site-to-
site network connectivity
Bring Us Your Toughest Business Challenge…• …let us solve it for you and for the industry!
25
Thank you…