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Title: Content


1
Enterprise SupplyManagementAn Overview
NAPPConferenceMarina del Rey
February 2008
2
Corporate Summary
  • Founded in 1990, Public Since 1996
  • Ticker PLUS
  • 2,500 Customers
  • 30 Locations throughout United States
  • Corporate Headquarters in Herndon, VA

Overview
Fiscal (millions)
3
ePlus Systems
Enterprise Supply Management from ePlus covers
the complete supply process from supplier
enablement to procurement, settlement and product
disposition.
eProcurement with
  • Product Information Mgmt
  • Supplier Portal
  • Product Data Cleansing
  • Catalog Management

Spend Analysis
  • Opportunity Analysis
  • Supplier Management
  • Compliance Reporting
  • Simplified Requisitioning
  • Workflow Approvals
  • Account Distribution
  • Budget Checks
  • Automatic Ordering
  • Sourcing and Bid Analysis
  • Receiving
  • Inventory Management
  • Invoice Matching

Asset Management
Document Management
  • Asset Tracking
  • Lifecycle Management
  • Financial Controls
  • Fast On-line Docmt Access
  • Drawings, Floor Plans, Maps
  • Blueprints, Schematics

Compliance Productivity
Cost Savings
4
Product Information Management
Hosted Content Management
Product Information Management
Enterprise Content Management
ePlus Content Services
Supplier Portal
Catalog
Content Advanced
Supplier Enablement
5
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
  • Ability to take disparate supplier data, cleanse
    and normalize it, and put it into a standard
    catalog covering multiple suppliers
  • Providing a simple mechanism for on-boarding
    suppliers of all sizes
  • A Content Management
  • B Supplier Portal

Supply Management
6
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

Supply Management
7
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

Supply Management
8
Content Management
  • 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
9
Content Management
  • 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
10
Content Management
  • Why bad Content is expensive
  • If users cant find all examples of what they are
    looking for, their choices will be limited, and
    they cant make the best selection based on
    whats available
  • Even worse, if users cant 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
11
ePlus Industry Expertise
Automotive Accessories and Parts Bearings Building
Supplies Chemicals Clothing Communications
Equipment Computers, Components
Peripherals Consumer Products Electrical Electron
ics Fasteners Filters Filtering
Units Furniture Gaskets, Seals, Packings HVAC
Refrigeration Hydraulic Pneumatic Equipment
Instrumentation Janitorial Supplies
Equipment Lab Medical Products Landscape
Materials Lubricants, Greases, Equipment Marine
Equipment, Supplies Office Products Paint
Protective Coatings Photographic
Equipment Plumbing Printing Equipment Pumps Rotati
ng Equipment Machinery Safety Tools Shop
Equipment Water Treatment Welding Equipment
Content
12
The Content Process
Legacy Systems
How do you get from here . . .
Paper Catalogs
Content
to here?
CDs
Rich Content
eCatalogs Supplier Portal
13
The Content Process
Cleansing
Legacy Systems
Aggregation
Validation
Classification
Paper Catalogs
Content
Standardization
Enrichment
Normalization
CDs
Rich Content
QA Review
eCatalogs Supplier Portal
14
The Content Process
Legacy Systems
Aggregation
Validation
Classification
Paper Catalogs
Content
Standardization
Enrichment
Normalization
CDs
Spend Management
Rich Content
QA Review
eCatalogs Supplier Portal
Procure
Syndication
Publication
. . . or . . .
Professional content management, only from ePlus.
Third Party Purchasing
15
Using Good 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.

Results
16
Syndicating Good Content
  • A single catalog of good content can be used to
    feed various applications, like so

Results
17
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 SAP
  • Ariba J D Edwards PerfectCommerce

Integration
18
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
19
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
20
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
21
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
22
Roles Responsibilities
Roles Responsibilities

ePlus or Client activities
Add New Items
Paper Catalogs
Legacy Data/CD's
Content Load
CLG
Maintenance
QA
Production Catalog
These are the basic functions that give you good
content, whether you perform them yourself, or
have ePlus handle it all for you.
23
Roles Responsibilities
Roles Responsibilities
ePlus or Client activities
ePlus
Services
Add New Items
Paper Catalogs
Legacy Data/CD's
Aggregation
Content Load
CLG
Enrichment
Hosting
Maintenance
QA
Turnkey
Ready to Go
Production Catalog
ePlus stands ready to perform ALL of your content
management as you wish. At any time, our skill
sets can be transferred to you.
24
Roles Responsibilities
Roles Responsibilities
Supplier
ePlus or Client activities
ePlus
Services
Register
Add New Items
Paper Catalogs
Legacy Data/CD's
Aggregation
Add
Content Load
CLG
Enrichment
Import
Hosting
Maintenance
QA
Edit
Turnkey
N
Y
Authorized?
Staging Catalog
Ready to Go
Production Catalog
Similarly, via the Supplier Portal, your own
suppliers can take part in Content Management,
especially for updates.
25
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
26
Supplier Portal Benefits
  • Suppliers use the Portal in order to lower the
    cost of doing business with their clients
  • Clients dont 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
27
Summary
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
Compliance
Productivity
Cost Savings
28
Procure
  • 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

Procurement
29
Procure Benefits
Compliance
  • Standard catalogs and contracted prices
  • Users have freedom without choice
  • Can only order what they can see
  • Pre-loaded budget and account information
  • Eliminate improper allocations and coding
  • Prevent budget over-runs

Procurement
30
Procure Benefits
Productivity
Compliance
  • 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 items
  • no buyer involvement
  • Users check own order status for expediting
  • Focus buyers on sourcing and supplier management
  • Removed from clerical order placement process

Procurement
31
Procure Benefits
Cost Savings
Productivity
Compliance
  • Improved spend visibility for sourcing and
    contracting
  • Contract enforcement delivers realized savings
  • Reduced latency in approvals process and physical
    touches
  • Lower transaction costs
  • Consolidated and fewer purchase orders
  • Automated receiving process
  • Greater accuracy
  • Less errors
  • Less invoice queries
  • Less returns
  • Less cost

Procurement
32
Procure Process
Requisitioner
Requisition
Accounting
Procurement
Approver
On-line Approvals
Budget Check
. . . for matching with invoices from suppliers.
Buyer
Buyers Work Queue
PO Management
RFQ/Bid Management
Quotations
Auto PO
Receiving
Suppliers
Invoices
Order Status and History
Reporting
Accounts Payable
Export Files
33
Procure Summary
Procure is a purchasing transaction engine,
supporting multiple business requirements
  • Distributes the ordering process to end users
    (requisitioners) so buyers can focus on supplier
    management and sourcing

Procurement
Productivity
34
Procure Summary
Procure is a purchasing transaction engine,
supporting multiple business requirements
  • 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

Procurement
Compliance
Productivity
35
Procure Summary
  • Procure is a purchasing transaction engine,
    supporting multiple business requirements
  • 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

Procurement
Compliance
Productivity
Cost Savings
36
Procure Summary
Procure is a purchasing transaction engine,
supporting multiple business requirements
  • 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

Procurement
Compliance
Productivity
Cost Savings
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