the sky's the limit! cloud technology for mid-market companies
DESCRIPTION
Do you need a Cloud ERP system for your mid-market company? If you do, read this now to learn just what Cloud ERP options are available to you! Who should read this–CEOs, CFOs, CIOs and Finance & Accounting and Info Tech executives and managers considering a new ERP system, especially one in the Cloud Top 3 things you’ll learn: 1. What the top myths and misconceptions are of Cloud security 2. The top 10 questions you should ask your potential Cloud ERP provider 3. What the value proposition is of combining a Cloud-based ERP with finance & accounting outsourcing servicesTRANSCRIPT
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The Sky’s the Limit:Cloud Technology for Mid-Market Companies
12 September 2012
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.comApril 10, 2023 2
Today’s Agenda
Recap of Everest Group Business Process as a Service for Mid-Market Companies whitepaper
Introduction to CLARITY es as the Leading BPaaS Solution
Microsoft Dynamics AX as the Best-in-Class-Cloud-ERP Solution
Rapid-On Implementation
Why BPaaS is Right for Your Mid-Market Company
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.comApril 10, 2023 3
Today’s Speakers
Dan is a CPA with over 15 years of BPO and 25 years F&A experience, Dan has structured and managed Accounting and BPO services for many large and medium size companies in the Retail, Banking, Manufacturing, Travel, Communication and Technology sectors. He has designed and implemented process re-engineering and optimization programs in Accounts Payable, Collections, Reconciliation, Reporting and Cash Applications. In addition to his vast experience in BPO with several leading companies like Accenture and Perot Systems, Dan has an extensive background in financial accounting consulting and managing large accounting operations. He also has several years of experience managing IT Development and ERP implementations.
Bill has extensive design, development and implementation experience with the Microsoft Dynamics AX platform, and over 20 years experience in leading technology companies through the complete chronology from inception and start-up to business growth and public capitalization. He holds a BA in Finance from Illinois State University, an MBA from Northwestern University, Kellogg School of Management, and programs in business from Universität Paderborn.
Dan McCue, SVPSutherland Global Services
F&A Services
Bill Burke, CEOMerit Solutions
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.comApril 10, 2023 4
Business Process as a Service—Emerging as the Answer for Mid-Market Companies
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.comApril 10, 2023 5
BPaaS is Fundamentally Different from Traditional FAO Models
Infrastructure
BPaaS layers
Application
Business processes
Traditional FAO IT+FAO F&A BPaaS
• Owned and maintained by buyer
• Owned by buyer and maintained by service provider
• Owned and maintained by service provider
• Owned and maintained by buyer
• Owned by buyer and maintained by service provider
• Owned and maintained by service provider
• Responsibility is on service provider
• Responsibility is on service provider
• Responsibility is on service provider
Degree of standardization
Low High
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BPaaS Offers a 30-40% Reduction in TCO Over Traditional FAO for Mid-Market Companies
TCO comparison between traditional vs. BPaaS model for SMBs
Traditional FTE-driven model
BPaaS
55%
20%
45%
80%Technology
costs
Process services costs
30-40%
Factors contributing to lower TCO in a BPaaS model versus traditional FAO
• Access to technology that would otherwise be expensive to implement for SMBs
• Minimizes ongoing support, maintenance, and software upgrade costs
• Ability to leverage cloud economics
• Greater leverage of shared resources across clients
• Higher offshoring potential given greater standardization
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.comApril 10, 2023 7
• Reduction in deployment time because of highly standardized solution
• Consequently, SMBs start realizing benefits quickly – more relevant in the current economic scenario
Beyond TCO Reduction, BPaaS Offers Additional Benefits
Faster payback period
• Transaction Pricing allows SMBs– Scale up / down
based on changing business needs
– Minimize CAPEX and makes OPEX proportional to business volumes
– Accommodate rapid growth and proactively downturns
Commercial Flexibility
• Combines best-in-class process services with best-in-class technology solutions
• Earlier difficult for SMBs to procure these services/solutions
Access to best
practices
• Single hand-off with service provider reduces governance and integration effort
• Perfect for SMBs that lack scale
• Additionally, enables
SMBs to redeploy their resources to more critical activities
Single throat to
choke
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The Sky’s the Limit with a Cloud-Based BPaaS Solution for Mid-Market Companies
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.comApril 10, 2023 9
SolutionsKey Concerns
Efficient Processes & a Lowered Cost Base with Adequate Support Systems are Pressing Needs
• Inadequate systems to support business process for growth strategies
• Employees, customers and partners need remote access (mobile, web)
• Require expertise across transformed functions and controls
• Require Business Insights through Analytics
• Need optimized & transformational business processes
• Need to control costs across the enterprise
• Need to enable global/regional expansion with cross-culture & multi-jurisdiction business processes
• Next-generation solutions with scalable systems & processes designed to catapult growth
• Cloud systems for anywhere, anytime data access ; Integrated systems providing real time visibility to processes
• Partner with specialized entities to leverage expertise
• Function specific tools to aid decision making with key insights
• Implement best-practice processes with higher efficiency
• Explore outsourcing activities to lower costs and complexity
• Partner with an entity with global network, expertise and the right solution portfolio
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CLARITY es Delivers Significant Additional Benefits Compared to Any Other Competing Solution
• Faster implementation due to the ‘Rapid On’ model- ‘Go Live’ in as little as 30 days
• Reduced IT costs, complexity and maintenance- Elimination of all on-premise ERP hardware
• Anywhere, anytime access to critical information
• Greater control resulting from improved real-time visibility
• Global, scalable and customizable to system
• Gain simplicity, agility and efficiency- Adoption of best practices based on a proven
methodology
• Significantly reduced ERP implementation risk- Business processes will be handled by trained
personnel
• Labor cost arbitrage and perpetual operational efficiency- Ongoing cost reduction
• Access to insightful and powerful F&A technology, resulting in a platform for rapid growth
Cloud ERP BPO Services
Sutherland will contract to agreed business case savings
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CLARITY es Addresses Market Need by Combining ERP, Outsourcing & Procurement Optimization
Cloud ERP BPO ServicesFINANCIAL MANAGEMENT
• General Ledger• Accounts Receivable & Payable• Bank Management• Budgetary Control• Shared Service Support• Compliance Management…
HUMAN CAPITAL MANAGEMENT
• Organizational & Workforce Management• Recruitment & Selection• Development, Training & Performance
Management• Employee Self Service Portal• Expense Management…
PROCUREMENT & SOURCING
• Direct & Indirect Procurement• Purchase Requisitions• Supplier Relationship Management• Vendor Self Service Portal…
CUSTOMER CARE
• Inbound/ Outbound Sales• Help Desk• Collections…
Cloud ERP
Regionaloutlets
Corporate center
CLARITY es Cloud SOLUTION• ERP Modules:
- Financial Management- Human Capital Management- Procurement & Sourcing- Sales & Marketing (CRM)- Project Management & Accounting- Project Management- Supply Chain Management- Production/Manufacturing- Business Intelligence & Reporting
• Managed Network Services• Infrastructure Services
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Natural Interface
New Hardware
1st Party Applications
Enterprise & ConsumerCloud
Windows
CHANGINGTHE GAME
Bets Across Microsoft
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Microsoft Dynamics AX Overview
Comprehensive business application utilizing capabilities provided by Microsoft application platform
Simplification of processes and insight across multiple international locations
Proven solution implemented at 15,000 customers
Global: multi-legislation, multi-language, multi-sites central deployment
Multiple Deployment Options
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Powerfully Simple
Powerful Agile Simple
Pervasive Interoperability
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Significant Customer Base Across Manufacturing Verticals
Chemicals,Rubber
& Plastics
Auto, Farm & Rec.
VehiclesHigh Tech & Electronics
IEM& Metals
Consumer Products
Life Sciences
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What Differentiates Microsoft Dynamics AX
Familiar Look and Feel• “Enterprise applications have traditionally been at cross purposes: the more complex the
processes they support, the more difficult they are for users to learn and adopt. With Dynamics AX 2012, Microsoft adds support for greater complexity while making work simpler for administrators, developers, and end users.” Nucleus Research (April 2011)
Named an ERP Leader• “Microsoft Dynamics AX is positioned as one of two solutions in the Leaders quadrant of
this Magic Quadrant. Its ability to execute is proven by a long track record and above-average growth rates in the midmarket, its intuitive and easy-to-learn and use Microsoft Office-like UI, and by its functionality, which is a healthy mix of strong out-of-the-box functionality for the selected industries, combined with industry- and customer-specific functionality built by or together with partners.” Gartner Inc. (Dec. 2010)
• “Microsoft (Dynamics AX) enters the Leader band for the first time based principally on the strength of its strategy, including a top three product and go-to-market strategy as well as market-leading ownership costs.” Forrester Research (August 2010)
Targeting Tier 1 ERP• “The product's enhanced flexibility and usability will position it well in deals at the margins
of the enterprise category—companies with $500 million to $2 billion in revenues.” Forrester Research (May 2011)
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.comApril 10, 2023 17
High-Level Implementation Roadmap
System configuration/ setup
Process configuration
Process Documentation
F&A RAPID-On:30 days
HR, Procurement, CRM, Sales & Marketing etc…
F&A : 7 weeks
HR, Procurement, CRM, Sales & Marketing etc…
Training
PILOT
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
ERP
Impl
emen
tatio
nBa
ck O
ffice
Out
sour
cing
Cloud technology + Rapid On allow for fast, low-cost implementation
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Established Partner Guaranteed Solution
Why CLARITY es?
• Leading provider of BPO services since 1986 for Retail, Tech., Telecommunications, Financial Services and other industry verticals
- Profitable and strong balance sheet; zero debt- Globally distributed delivery capacity across four
geographies
• ~3000 FTE across Finance & Accounting, Human Capital Mgmt. & Procurement, ~30K FTE in CRM practice delivering services from four geographies with industry certifications
PCI
• Time-tested solution Microsoft Dynamics AX from trusted vendor with full service support from Microsoft Gold certified partner
• Easy integration with MS Windows; convenience of upgrades
• 12,000 installations globally
• 50+ installations on cloud growing at triple digit rates
• Industry specific Dynamics AX solutions
• Familiar to your people, easy to adopt, enjoyable to use
“As a CFO, it is easy to be drawn into the day to day back office activities when I really need to be focused on our core competencies to grow the business, and our partnership with Sutherland allows me to focus more on strategy.” Leading Real Estate Firm
“After working with Sutherland for the past year I am extremely impressed with their ability to provide great talent and world class results. Sutherland has proven committed, reliable and greatly increased our efficiency.” Leading Global Software Solution provider
Impeccable Industry References
© 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.comApril 10, 2023 19
Thank You
Dan McCue—Presenter Senior Vice President, Finance & Accounting Services Sutherland Global [email protected]
Bill Burke—PresenterChief Executive OfficerMerit [email protected]