periscope holdings - suga sun guard presentation 6-2015

Creating a Purpose-based Procurement ProcessSUGA – May 19, 2015

© 2015 Periscope Holdings Proprietary and Confidential2

• e-Procurement Market

• BidSync Alliance Partnership

• Overview of BidSync and Source

• Customers

• Integration Discussion

• Case Studies

Agenda


E-procurement solutions provide professionals with self-service mechanisms for supporting the process steps for buying goods and services.

– Drafting purchase requisitions– Accessing catalog content– Identifying preferred suppliers– Obtaining approval for purchases– Managing spending to a budget– Communicating purchase orders (POs; blanket releases)

to suppliers

e-Procurement Solutions Overview


• State and local government agencies can't simply buy private-sector procurement solutions, because their functional requirements are fundamentally different from public sector

• The potential rewards for large-scale procurement technology investments in the U.S. state and local government agency market are high

Market Opportunities


Market Challenges

• Reliance on paper-based procurement methods

• Purchasing Dept has limited power

• Increasing contract workload

• Shrinking budgets

• Antiquated tools and systems

• Retirement and workforce turnover

• Industry regulations compliance

• Demand for greater transparency

“Most agencies must cut costs, but can't afford to make investments that enable cost reduction.” -Gartner Procurement Technology Guide for U.S. State and Local Government Agencies


Paper Based Semi-auto Automated Collaborative

Capabilities• Notifications• Requisitioning• Contract• Repository

• Supplier• Registration

• e-sourcing• Market/Catalogs• Invoicing• Spend Analytics

• Reverse Auction• Surplus• Collaboration• Lifecycle

Technology• Paper RFx• Manual POS• Lack of Integration

• Paper RFx• Automated POS• Little ERP• Integration

• Sourcing• Automated POS• Some ERP• Integration

• Supplier Pref.• Contract LCM• Auctions• Collaboration• ERP Integration

Focus• Efficiencies • RFx Control

• Competition• Compliance• Spend Visibility

• Partnerships• Spend Savings

Processes• Manual • Manual • Automated • Automated

ROI


• Ease in addressing compliancy issues

• Address demands to reduce operating costs

• Decrease material costs and aggregation helps save significant $$

• Helps drive best pricing and terms

• Expanded suppliers base increases options and reduces costs

• Improves process for supplier performance management

• Reductions in inventories

• Improve on-contract buying

• Reduce time spent by employees on requisitions

• Reduce paper usage and help with “green” compliance

• Improve audit trails

• Increase procurement transparency and spend visibility

Benefits of an e-Procurement Solution


SunGard PS / BidSync Alliance

• Increase revenue within the State and Local government space

• Increase targeted market share

• Dedicate more resources to products and services that will continue to differentiate us against key competitors

• Be closer to what factors drive decisions AND secure a long-term position of strength for both BidSync and SunGard


• Leading provider of bid notification and e-procurement solutions

• Privately held• Headquartered in Austin, TX• 1,000+ e-procurement customers • 800,000+ vendor database• Acquired by Periscope Holdings in 2014

Company Overview


BidSync Source Customers

Wiley ISD

STATE/LOCAL GOVERNMENT HEALTHCARE EDUCATION

Denton County Transportation Authority


The BidSync Source Value Proposition

• BidSync Source allows government agencies to

electronically create, manage and award service and

product solicitations to a national database of qualified

vendors.

• BidSync Source helps agencies reduce bid creation time

from weeks to hours and facilitates shorter purchasing

cycles.

• BidSync Source helps agencies make better use of

taxpayer dollars and achieve greater transparency by

reducing acquisition expenses and increasing

operational efficiency.


Best-in-Class Sourcing

o Pre-bid processo Workflowo Pre-encumbrance

o Vendor supporto Vendor qual’s.o Business profile

Vendor Manageme

nt

o Specification libraryo 800K+ vendor

networko Construction

Source

Request


• Bid Visibility / Competition / Reduced Costs• Competition ~ 20-30% savings

• Reverse Auctions ~ 5-20% savings

• Limited Resources / Heavy Workloads • Volatile economy

• Improved workflow and processing can save up to 70% on time

• Transparency / Accountability• Manual compile, reconcile and

analysis

• Minimize “maverick” spend

• Policy Standardization / Enforcement• Decentralized procurement with

centralized control

• Go Green / Go Paperless

Key Benefits of BidSync Source


• Browser-Based

• Accessible by any device with a browser and connectivity

• Simplicity

• Basic web navigation skills; no specialized technical skills required

• Enforce Procurement Policy

• Limit information/accessibility by job function or responsibilities; create

and manage approval workflows

• Public Visibility

• Make opportunities, results, and documents accessible internally and

externally

• Customizable

• Unique customization features can be evaluated to add efficiency and

ease

HOW Can BidSync Source Be Used


Products

Modules

Services

BidSync Source / SunGard Public Sector

Builder

Plan Holder List

Print Vendor

Source

RFx Evaluation

Reverse Auction

Implementation

Training

Custom Services

Award Scenarios

Vendor Manageme

nt


Feature Benefits

Database of 800,000 North American Suppliers

Increased bid visibility and competition leading to lower costs (average savings of 20%).

Simple Interface Ensures that the system will be quickly adopted and used by agency users and suppliers.

Electronic Solicitations Much more than a “commodity” bid notification system; it allows secure transmission, storage and analysis of electronic responses.

Self-Service Supplier Management Reduces burden on procurement staff by allowing suppliers to update important information in supplier profile. Customers can collect documents (insurance certificates, W-9s, org charts, etc.) and allow suppliers to apply for agency certifications (MBE, WBE, Local Preference, etc.).

Advanced Analysis and Tabulation Standardize and automate tabulations, reports and other analytic functions.

Ease of Integration Efficient and simple blend of activities with SunGard ERP, other BidSync modules and internal requisition flow.

Differentiating Features and Benefits


• Administrators

• Control and maintain the system;

typically a procurement

representative

• Primary Agency Users

• Procurement agent / team

(centralized / decentralized)

• Departmental representatives

(decentralized)

• Secondary Agency Users

• Finance – Management, Auditors,

Analysts

• Suppliers and the Public

• Access documents; place offers

WHO Uses BidSync Source


• Preparation and Research

• Market research, gather specifications, create an accurate

solicitation

• Transactional Procurement Events

• Informal one-time events (discretionary items $5,000 to

$25,000)

• Events >$25,000 require formal competitive sealed bidding

process

• RFP, RFQ, RFP, ITB, etc.

• Solicitation Management

• Manage questions, addendums, timelines, notifications

• Receive and secure supplier offers

• Analysis and Decision Support

• Analysis of supplier responses, reporting, tabulation and

notifications

WHAT Can BidSync Source Do


• Research and Preparation

• Gather pricing and supplier information, cooperative purchasing

opportunities, market analysis, business case justification and

budgeting

• Solicitation Phase

• Create/respond to solicitations, internal review/approval, distribution

to supplier base, Q&A, tabulation, award and notification

• BAFO/Multi-Round Bidding

• Evaluation of offers, shortlisting and notifications

• Reporting and Fulfillment

• Public information requests, decision justification, public stewardship

WHEN is BidSync Source Used


SunGard Integration

Contact:Todd E SmithProgram ManagerData and Analytics – SunGuard Public [email protected]

mailto:[email protected]


Successful ERP Integrations


Case Study

Challenges:Paper-based systemHeavy workload; growthStatic headcountBudget cuts – “Do more with less”

Benefits:Streamlined procurementEnforcement of policyManage 1,000+ vendorsSavings:

Flour: $960k savingsEmployee Insurance: $6m

Customer: Maricopa County, Arizona

Business: 17,000 County Employees

Application: BidSync Source


Case Study

Challenges:Process across disparate agencies and systemsLarge volume of solicitationsManaging 100,000+ vendors and certifications

Benefits:Processes $88B in spend per yearDecentralized procurement; centralized control/visibility

8,000 users50 + agencies

Shared supplier networkIntegration with state finance and vendor management systems

Customer: State of California

Business: State Government

Application: BidSync SourceCustom work for Contract and Purchase

26

Thank you for your time

periscope holdings - suga sun guard presentation 6-2015

Government & Nonprofit

periscope holdings proprietary

procurement transparency

erp integration supplier

local government agencies

local government agency

paper usage

contract workload

operating costs