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Ultra Consultants Webinar
Getting the Maximum ROI From
Your ERP Project and Beyond
Team with Ultra to Drive Business Performance Improvements
March 22, 2017
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Today’s Speaker
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/20173
Charlie Schloff – Partner
 25+ Years experience
 Manufacturing and IT industries
 Automotive: Ford Motor Company
 Program Director on large scale projects: ERP, CRM, HRIS, PLM, BI, and
Engineering Systems
 Divisional Director of Six Sigma and Lean Methodologies
 Manager of European IT Services & Operations
 Manager of Enterprise Architecture & Development
 Manager of Information Security & Compliance
 Food & Beverage: Kerry Ingredients
 Director of Information Technology and Process Improvement
 Director of Business Acquisition and Integration
 Global Industrial Equipment: Eclipse Corporation
 VP of Information Technology
 Director of Corporate Quality
12/1/20174

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issip
Agenda
 Overview of Ultra Consultants
 Business Transformation with ERP
 Getting the Maximum Returns
from Your ERP Investments
 Additional Resources
 Q&A
12/1/20176
Your
Business
Case for
Change
Business
Case for
Change in
Action
ROI Areas of
Opportunity
Investments
in People,
Processes,
Technology
Maximum
ROI From
ERP
An Overview of Ultra Consultants
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/20177
Ultra Consultants – At a Glance
 Vendor independent consulting firm for Manufacturing and Distribution industries
 Clients throughout North America, HQ in Chicago
1. Your partner for enterprise technology education, selection and implementation
2. Your partner for Business Process Improvement
Ultra Consultants – At a Glance
 Vendor independent consulting firm for Manufacturing and Distribution industries
 Clients throughout North America, HQ in Chicago
1. Your partner for enterprise technology education, selection and implementation
2. Your partner for Business Process Improvement
 Areas of expertise:
 Business Process Improvement (BPI)
 Enterprise technology selection
 Implementation management
 Business value realization
Enterprise
Technology
Business
Process
Improvement
People,
Methodology,
Care
Business
Performance
Improvement
and Results

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Achieving a Digital Finance Organization in 2020 [Auxis Webinar - December 11...
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Ultra Consultants – At a Glance
 Vendor independent consulting firm for Manufacturing and Distribution industries
 Clients throughout North America, HQ in Chicago
1. Your partner for enterprise technology education, selection and implementation
2. Your partner for Business Process Improvement
 Areas of expertise:
 Business Process Improvement (BPI)
 Enterprise technology selection
 Implementation management
 Business value realization
 Our focus as a valued partner:
 Your people, processes and technology
 Ensuring you select and enable the right technology
 Driving your productivity, transforming your business
Enterprise
Technology
Business
Process
Improvement
People,
Methodology,
Care
Business
Performance
Improvement
and Results
Ultra Consultants – Clients Focus
 Manufacturing & Distribution
 Mid market: $25 million
to $2 billion
 Vendor independent
 Tier 1, 2, 3 vendor relationships
12/1/201711
Industrial Equipment
20%
Other
19%
Consumer Goods
12%
Industrial Supplies
12%
Food & Beverage
8%
Automotive
7%
Chemical
7%
Distribution
5%
Electronics
5%
Medical
5%
“Other”:
• Aerospace & Defense
• Dealerships
• Fabrication
• Furniture & Furnishings
• Grain & Feed
• Metals
• Paper converting
• Plastics
• Services
• Telecommunications
• Wood
300+
Client
Projects
20
Vendors Selected
& Managed
40+
Vendor
Relationships
Business Transformation with ERP
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/201712
Business Transformation with ERP
 What is required of projects that transform your business?
 Time, personnel hours, investment
 Obvious investments: Outdated machinery, legacy technology
 Not-so-obvious:
 Internal operations made more efficient with best practices
 Maximize revenue streams and profitability
 Business strategy alignment
 ERP + your people + your processes = your business transformation
12/1/201713

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Your Business Case for Change
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/201714
Your Business Case for Change
 ERP + Your People + Your Processes = Your Transformation
 A proper business case drives your transformation
 A proper business case ensures your investment is:
a) Well-defined scope, objectives, and expectations
b) Properly funded, budgeted
c) Aligned to company objectives and strategies
d) Calculated with cost estimates in $$$
e) Calculated to accommodate internal costs
12/1/201715
Your Business Case for Change
 ERP + Your People + Your Processes = Your Transformation
 A proper business case drives your transformation
 A proper business case ensures your investment is:
a) Well-defined
b) Properly funded, budgeted
c) Aligned to company objectives
and strategies
d) Calculated with cost estimates in $$$
e) Calculates your internal costs
12/1/201716
• People
• Backfilling
• Training
• Continuous improvement
Your Business Case for Change
12/1/201717
 Makes sure you select the right solution:
a) Requirements analysis
b) Future state design of best practices
c) Identifying improvement opportunities
d) Quantifying improvement opportunities
e) Composing the transformation plan

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Your Business Case for Change
12/1/201718
 The right solution is not only about:
1. Software functionality
2. License costs and implementation fees
0.0
1.0
2.0
3.0
4.0
5.0
Functionality
Technical Complexity
Vendor Synergy
Implementation Confidence
Costs & ROI
Solution Agility
Solution Selection Summary
Vendor 1
Vendor 2
Vendor 3
Vendor 4
Your Business Case for Change
12/1/201719
 The right solution is not only about:
1. Software Functionality
2. License Costs
3. Vendor Synergy
4. Implementation
Confidence
5. Technical Complexity
6. Solution Agility
also
Your Business Case for Change
12/1/201720
 The right solution is not only about:
1. Software Functionality
2. License Costs
3. Vendor Synergy
4. Implementation
Confidence
5. Technical Complexity
6. Solution Agility
0.0
1.0
2.0
3.0
4.0
5.0
Functionality
Technical Complexity
Vendor Synergy
Implementation Confidence
Costs & ROI
Solution Agility
Solution Selection Summary
Vendor 1
Vendor 2
Vendor 3
Vendor 4
also Functionality 3.6 3.5 4.0 4.1
Navigation & Integration 4.5 4.4 4.6 4.2
Order Entry 2.5 3.8 3.9 3.8
CRM(Customer Relationship Management) 4.1 3.4 3.7 4.6
Vendor Return / CORES 3.6 4.2 3.9 3.9
Procure to Pay 3.3 3.1 4.0 3.9
Warehouse and Inventory Management 4.1 3.1 3.5 4.6
Accounting & Finance 3.9 3.1 4.2 4.5
Portals 3.1 3.1 4.0 3.5
Implementation Methodology 3.5 3.7 3.8 3.9
Technical Complexity 4.0 3.8 4.1 4.0
Skills Alignment 4.5 3.7 3.9 4.2
System Integrations 4.0 3.5 4.1 4.1
Technology Toolsets 3.7 3.9 3.7 4.0
Compatibility & Roadmap 4.0 4.0 5.0 3.7
System Consumption
Technology Architecture 4.0 3.4 4.2 3.7
Technology Maturity & Stability 4.0 4.2 4.0 4.0
System Performance Benchmarks 3.7 4.0
Vendor Synergy 4.1 4.0 4.0 3.6
Culture 4.5 3.9 4.5 3.7
Financials 4.1 4.1 4.0 3.5
Business Development 4.0 3.2 3.3 3.0
Company Structures 4.0 5.0 4.0 4.0
A Business Case for Change in Action
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/201721

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A Business Case for Change in Action
 Multiple dimensions of evaluation in practice:
12/1/201722
99 significant
opportunities
impacting 9
business functions
AP 11
AR 9
Returns 3
CRM 21
Order Entry 26
Parts & Service 6
Shop 2
Vendor Mgmt 6
Warehouse 15
Total 99
Opportunities defined:
• Inventory reduction – 10%
• Purchased costs reduction – 1%
• Operations productivity
improvement – 10%
• Sales increased from improved
on-time performance and reduced
returns – 3%
A Business Case for Change in Action
 Multiple dimensions of evaluation in practice:
12/1/201723
Vendor 1 Vendor 2 Vendor 3
Year 1 Implementation Costs $2.8MM $3.1MM $3.2MM
Year-over-Year On-Going Costs $624K $615K $542K
5 Year Cumulative Cash Flow $10.1MM $10.7MM $16.5MM
R.O.I. 69.2% 65.1% 102.7%
A Business Case for Change in Action
 Our experience:
 Payback realized less than 12 months for investments exceeding several hundred
thousand $
 Why?
 Benefits of investment are quantified
 Benefits of investment are prioritized
 Benefits of investment are road-mapped
 Expectations are defined
 Confidence levels are applied
12/1/201724
A Business Case for Change in Action
 Our experience:
 Payback realized less than 12 months for investments exceeding several hundred
thousand $
12/1/201725

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A Business Case for Change in Action
12/1/201726
ROI Areas of Opportunity
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/201727
ROI Areas of Opportunity
 Inventory Management
 Supply Chain Management
 Product Development
 Sales Management
 Pricing and Margin Management
 Forecasting
 Production Management
 Quality Management
 Employee Retention
 Warehouse Management
 Financial Management
 E-Commerce Extensions
12/1/201728
ROI Areas of Opportunity – In Action with Ultra
Automotive Distributor
12/1/201733
ROI Expectations
Investment:
• One-time cash release of $2.8M
Inventory Management:
• Year 1: 50% inventory reduction
• Year 2: 50% inventory reduction after go-live
On-going benefits:
• $3M/year
Distributor serving the automotive
performance enthusiast and dealer
market, providing high performance
product lines via B2B and B2C.
• Required improved data integrity
and access to data
• Improved reporting
• Eliminate over-reliance on
spreadsheets
• Eliminate manual processes; free
people to focus on continuous
improvement
• Order and product velocity
throughput in warehouse
• Seamless integration with CRM
Ultra Services
• Current state analysis and
documentation
• Future state design and
transformation roadmap
• ERP solution selection
• Contract negotiation
• Solution implementation
– Program Management
– Project Management
– Functional design
– Integration design
– System build
– System deployment
$0.14
$0.10
$1.40
$0.94
$0.41
Inventory Carrying Costs
Computer Maintenance…
Purchased Cost…
Operations Productivity
Increased Sales
$0.00 $0.50 $1.00 $1.50 $2.00

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Investments in People, Processes &
Technology
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/201736
Investments in People, Processes & Technology
 Processes:
 Designing the future state
 Incorporating industry best practices
 Lining up integrated flows with baseline metrics
 Identifying the opportunities and driving toward them
12/1/201737
Business Process
Analysis
• Current State
identification and
categorization
Business Process
Education
• Technology
capabilities; Best
practices; Vendor
evaluation
Business Process
Mapping
• Future State
requirements
Investments in People, Processes & Technology
 People
 Promoting their competencies & strengths
 Identifying individual competency gaps
 Enhancing the ability to do things better
 Managing a constructive change approach
 Organization
 Identifying gaps in organizational structure
 Organizational Design Strategies
 Align resources to the new organization and close gaps
12/1/201738
12/1/201739
Industrial Mfg.
Co.
Production
Management
S&OP
Governance
Production
Forecasting
Shop Floor
Management
Shipping &
Logistics
Industrial Mfg.
Co.
Production
Management
Job
Scheduling
Shop Floor
Management
Shipping &
Logistics
Industrial Manufacturing Company
• Built out functionality and future state
processes
• Introduced S&OP processes to manage sales
demands with operations capacity
• Introduced new Production Forecast Dept.
• Some areas made more efficient through
workflow and automation within the system
• ERP system allowed us to evaluate
resources against organizational needs and
shift people and hire new people
Investments in People, Processes & Technology

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Investments in People, Processes & Technology
 Technology
 Business continuity and disaster recovery
 Infrastructure
 Network
 Server
 Client
 Information security
 Service level management
 Technology standards
 IT governance
 Workforce mobility
12/1/201740
• Some in-house with existing staff
• Some outsourced
• Organizational assessment will
determine needs
Investments in People, Processes & Technology
 Plant-level technology
 Connecting the plant/warehouse to the information system
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 Bar coding and wireless scanners
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production floor to engineering systems and ERP
12/1/201741
Agenda Check-In
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/201748
Agenda
Overview of Ultra Consultants
Business Transformation with ERP
Getting the Maximum Returns
from Your ERP Investments
 Additional Resources
 Q&A
12/1/201749
Your
Business
Case for
Change
Business
Case for
Change in
Action
ROI Areas of
Opportunity
Investments
in People,
Processes,
Technology
Maximum
ROI From
ERP

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Mastech
MastechMastech
Mastech

The document provides an overview of a company that provides information technology consulting and staffing services. It has over 1,000 employees focused on verticals like financial services, healthcare, and technology. The company has a global recruiting model with 5 centers to source talent across the world in a cost-effective manner. It aims to maintain high quality standards and commitments to employees, clients, and shareholders.

Additional Resources
Getting the Maximum ROI From Your ERP Project and Beyond
12/1/201750
Additional Resources
 Ultra Education
12/1/201751
On-Demand Webinars:
Access to Ultra webinars
from past 12 months.
White Papers: Topics for
planning and executing
your enterprise project.
Blog: Searchable by
topic, industry, vendor.
Additional Resources
 Recent Ultra webinars
 “ERP Health Check: Is Your Business At Risk With Your Legacy System?”
 Topics:
1. What is the value our current ERP is providing and can it match the value of a new ERP
system?
2. Is our business less competitive or being held back by our legacy ERP system?
3. Where are the risks to our enterprise systems and business with our current ERP in
place?
4. What factors should be first considered in moving forward with new or upgraded ERP?
5. How is our approximate cost calculated?
12/1/201752
Additional Resources
 Recent Ultra webinars
 “ERP Health Check: Is Your Business At Risk With Your Legacy System?”
 “5 Factors for a Successful ERP Selection”
 Topics:
1. ERP selection is about more than just features and functions
2. Cost and contract considerations
3. Risks to your company that should be assessed prior to your project
4. Risk for your selected technology and platform
5. Implementation and support options and what questions should be asked
12/1/201753

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Getting the Maximum ROI From Your ERP Project and Beyond

  • 1. Ultra Consultants Webinar Getting the Maximum ROI From Your ERP Project and Beyond Team with Ultra to Drive Business Performance Improvements March 22, 2017
  • 2. Presentation Guidelines  Attendee phones are muted.  Q&A  Last 5-10 minutes.  Please ask questions through WebEx Q&A.  Click ‘Raise Hand’ before/during Q&A if you’d like to ask a question directly.  Other communications  Please use WebEx Chat.  Look to the right of your screen for a grey box with + or – to maximize or minimize your screen.
  • 3. Today’s Speaker Getting the Maximum ROI From Your ERP Project and Beyond 12/1/20173
  • 4. Charlie Schloff – Partner  25+ Years experience  Manufacturing and IT industries  Automotive: Ford Motor Company  Program Director on large scale projects: ERP, CRM, HRIS, PLM, BI, and Engineering Systems  Divisional Director of Six Sigma and Lean Methodologies  Manager of European IT Services & Operations  Manager of Enterprise Architecture & Development  Manager of Information Security & Compliance  Food & Beverage: Kerry Ingredients  Director of Information Technology and Process Improvement  Director of Business Acquisition and Integration  Global Industrial Equipment: Eclipse Corporation  VP of Information Technology  Director of Corporate Quality 12/1/20174
  • 5. Agenda  Overview of Ultra Consultants  Business Transformation with ERP  Getting the Maximum Returns from Your ERP Investments  Additional Resources  Q&A 12/1/20176 Your Business Case for Change Business Case for Change in Action ROI Areas of Opportunity Investments in People, Processes, Technology Maximum ROI From ERP
  • 6. An Overview of Ultra Consultants Getting the Maximum ROI From Your ERP Project and Beyond 12/1/20177
  • 7. Ultra Consultants – At a Glance  Vendor independent consulting firm for Manufacturing and Distribution industries  Clients throughout North America, HQ in Chicago 1. Your partner for enterprise technology education, selection and implementation 2. Your partner for Business Process Improvement
  • 8. Ultra Consultants – At a Glance  Vendor independent consulting firm for Manufacturing and Distribution industries  Clients throughout North America, HQ in Chicago 1. Your partner for enterprise technology education, selection and implementation 2. Your partner for Business Process Improvement  Areas of expertise:  Business Process Improvement (BPI)  Enterprise technology selection  Implementation management  Business value realization Enterprise Technology Business Process Improvement People, Methodology, Care Business Performance Improvement and Results
  • 9. Ultra Consultants – At a Glance  Vendor independent consulting firm for Manufacturing and Distribution industries  Clients throughout North America, HQ in Chicago 1. Your partner for enterprise technology education, selection and implementation 2. Your partner for Business Process Improvement  Areas of expertise:  Business Process Improvement (BPI)  Enterprise technology selection  Implementation management  Business value realization  Our focus as a valued partner:  Your people, processes and technology  Ensuring you select and enable the right technology  Driving your productivity, transforming your business Enterprise Technology Business Process Improvement People, Methodology, Care Business Performance Improvement and Results
  • 10. Ultra Consultants – Clients Focus  Manufacturing & Distribution  Mid market: $25 million to $2 billion  Vendor independent  Tier 1, 2, 3 vendor relationships 12/1/201711 Industrial Equipment 20% Other 19% Consumer Goods 12% Industrial Supplies 12% Food & Beverage 8% Automotive 7% Chemical 7% Distribution 5% Electronics 5% Medical 5% “Other”: • Aerospace & Defense • Dealerships • Fabrication • Furniture & Furnishings • Grain & Feed • Metals • Paper converting • Plastics • Services • Telecommunications • Wood 300+ Client Projects 20 Vendors Selected & Managed 40+ Vendor Relationships
  • 11. Business Transformation with ERP Getting the Maximum ROI From Your ERP Project and Beyond 12/1/201712
  • 12. Business Transformation with ERP  What is required of projects that transform your business?  Time, personnel hours, investment  Obvious investments: Outdated machinery, legacy technology  Not-so-obvious:  Internal operations made more efficient with best practices  Maximize revenue streams and profitability  Business strategy alignment  ERP + your people + your processes = your business transformation 12/1/201713
  • 13. Your Business Case for Change Getting the Maximum ROI From Your ERP Project and Beyond 12/1/201714
  • 14. Your Business Case for Change  ERP + Your People + Your Processes = Your Transformation  A proper business case drives your transformation  A proper business case ensures your investment is: a) Well-defined scope, objectives, and expectations b) Properly funded, budgeted c) Aligned to company objectives and strategies d) Calculated with cost estimates in $$$ e) Calculated to accommodate internal costs 12/1/201715
  • 15. Your Business Case for Change  ERP + Your People + Your Processes = Your Transformation  A proper business case drives your transformation  A proper business case ensures your investment is: a) Well-defined b) Properly funded, budgeted c) Aligned to company objectives and strategies d) Calculated with cost estimates in $$$ e) Calculates your internal costs 12/1/201716 • People • Backfilling • Training • Continuous improvement
  • 16. Your Business Case for Change 12/1/201717  Makes sure you select the right solution: a) Requirements analysis b) Future state design of best practices c) Identifying improvement opportunities d) Quantifying improvement opportunities e) Composing the transformation plan
  • 17. Your Business Case for Change 12/1/201718  The right solution is not only about: 1. Software functionality 2. License costs and implementation fees
  • 18. 0.0 1.0 2.0 3.0 4.0 5.0 Functionality Technical Complexity Vendor Synergy Implementation Confidence Costs & ROI Solution Agility Solution Selection Summary Vendor 1 Vendor 2 Vendor 3 Vendor 4 Your Business Case for Change 12/1/201719  The right solution is not only about: 1. Software Functionality 2. License Costs 3. Vendor Synergy 4. Implementation Confidence 5. Technical Complexity 6. Solution Agility also
  • 19. Your Business Case for Change 12/1/201720  The right solution is not only about: 1. Software Functionality 2. License Costs 3. Vendor Synergy 4. Implementation Confidence 5. Technical Complexity 6. Solution Agility 0.0 1.0 2.0 3.0 4.0 5.0 Functionality Technical Complexity Vendor Synergy Implementation Confidence Costs & ROI Solution Agility Solution Selection Summary Vendor 1 Vendor 2 Vendor 3 Vendor 4 also Functionality 3.6 3.5 4.0 4.1 Navigation & Integration 4.5 4.4 4.6 4.2 Order Entry 2.5 3.8 3.9 3.8 CRM(Customer Relationship Management) 4.1 3.4 3.7 4.6 Vendor Return / CORES 3.6 4.2 3.9 3.9 Procure to Pay 3.3 3.1 4.0 3.9 Warehouse and Inventory Management 4.1 3.1 3.5 4.6 Accounting & Finance 3.9 3.1 4.2 4.5 Portals 3.1 3.1 4.0 3.5 Implementation Methodology 3.5 3.7 3.8 3.9 Technical Complexity 4.0 3.8 4.1 4.0 Skills Alignment 4.5 3.7 3.9 4.2 System Integrations 4.0 3.5 4.1 4.1 Technology Toolsets 3.7 3.9 3.7 4.0 Compatibility & Roadmap 4.0 4.0 5.0 3.7 System Consumption Technology Architecture 4.0 3.4 4.2 3.7 Technology Maturity & Stability 4.0 4.2 4.0 4.0 System Performance Benchmarks 3.7 4.0 Vendor Synergy 4.1 4.0 4.0 3.6 Culture 4.5 3.9 4.5 3.7 Financials 4.1 4.1 4.0 3.5 Business Development 4.0 3.2 3.3 3.0 Company Structures 4.0 5.0 4.0 4.0
  • 20. A Business Case for Change in Action Getting the Maximum ROI From Your ERP Project and Beyond 12/1/201721
  • 21. A Business Case for Change in Action  Multiple dimensions of evaluation in practice: 12/1/201722 99 significant opportunities impacting 9 business functions AP 11 AR 9 Returns 3 CRM 21 Order Entry 26 Parts & Service 6 Shop 2 Vendor Mgmt 6 Warehouse 15 Total 99 Opportunities defined: • Inventory reduction – 10% • Purchased costs reduction – 1% • Operations productivity improvement – 10% • Sales increased from improved on-time performance and reduced returns – 3%
  • 22. A Business Case for Change in Action  Multiple dimensions of evaluation in practice: 12/1/201723 Vendor 1 Vendor 2 Vendor 3 Year 1 Implementation Costs $2.8MM $3.1MM $3.2MM Year-over-Year On-Going Costs $624K $615K $542K 5 Year Cumulative Cash Flow $10.1MM $10.7MM $16.5MM R.O.I. 69.2% 65.1% 102.7%
  • 23. A Business Case for Change in Action  Our experience:  Payback realized less than 12 months for investments exceeding several hundred thousand $  Why?  Benefits of investment are quantified  Benefits of investment are prioritized  Benefits of investment are road-mapped  Expectations are defined  Confidence levels are applied 12/1/201724
  • 24. A Business Case for Change in Action  Our experience:  Payback realized less than 12 months for investments exceeding several hundred thousand $ 12/1/201725
  • 25. A Business Case for Change in Action 12/1/201726
  • 26. ROI Areas of Opportunity Getting the Maximum ROI From Your ERP Project and Beyond 12/1/201727
  • 27. ROI Areas of Opportunity  Inventory Management  Supply Chain Management  Product Development  Sales Management  Pricing and Margin Management  Forecasting  Production Management  Quality Management  Employee Retention  Warehouse Management  Financial Management  E-Commerce Extensions 12/1/201728
  • 28. ROI Areas of Opportunity – In Action with Ultra Automotive Distributor 12/1/201733 ROI Expectations Investment: • One-time cash release of $2.8M Inventory Management: • Year 1: 50% inventory reduction • Year 2: 50% inventory reduction after go-live On-going benefits: • $3M/year Distributor serving the automotive performance enthusiast and dealer market, providing high performance product lines via B2B and B2C. • Required improved data integrity and access to data • Improved reporting • Eliminate over-reliance on spreadsheets • Eliminate manual processes; free people to focus on continuous improvement • Order and product velocity throughput in warehouse • Seamless integration with CRM Ultra Services • Current state analysis and documentation • Future state design and transformation roadmap • ERP solution selection • Contract negotiation • Solution implementation – Program Management – Project Management – Functional design – Integration design – System build – System deployment $0.14 $0.10 $1.40 $0.94 $0.41 Inventory Carrying Costs Computer Maintenance… Purchased Cost… Operations Productivity Increased Sales $0.00 $0.50 $1.00 $1.50 $2.00
  • 29. Investments in People, Processes & Technology Getting the Maximum ROI From Your ERP Project and Beyond 12/1/201736
  • 30. Investments in People, Processes & Technology  Processes:  Designing the future state  Incorporating industry best practices  Lining up integrated flows with baseline metrics  Identifying the opportunities and driving toward them 12/1/201737 Business Process Analysis • Current State identification and categorization Business Process Education • Technology capabilities; Best practices; Vendor evaluation Business Process Mapping • Future State requirements
  • 31. Investments in People, Processes & Technology  People  Promoting their competencies & strengths  Identifying individual competency gaps  Enhancing the ability to do things better  Managing a constructive change approach  Organization  Identifying gaps in organizational structure  Organizational Design Strategies  Align resources to the new organization and close gaps 12/1/201738
  • 32. 12/1/201739 Industrial Mfg. Co. Production Management S&OP Governance Production Forecasting Shop Floor Management Shipping & Logistics Industrial Mfg. Co. Production Management Job Scheduling Shop Floor Management Shipping & Logistics Industrial Manufacturing Company • Built out functionality and future state processes • Introduced S&OP processes to manage sales demands with operations capacity • Introduced new Production Forecast Dept. • Some areas made more efficient through workflow and automation within the system • ERP system allowed us to evaluate resources against organizational needs and shift people and hire new people Investments in People, Processes & Technology
  • 33. Investments in People, Processes & Technology  Technology  Business continuity and disaster recovery  Infrastructure  Network  Server  Client  Information security  Service level management  Technology standards  IT governance  Workforce mobility 12/1/201740 • Some in-house with existing staff • Some outsourced • Organizational assessment will determine needs
  • 34. Investments in People, Processes & Technology  Plant-level technology  Connecting the plant/warehouse to the information system  BOM routings  Bar coding and wireless scanners  Handheld devices and tablets  GPS locators for Field Service  Capabilities to connect Programmable Logic Controllers (PLC) on the production floor to engineering systems and ERP 12/1/201741
  • 35. Agenda Check-In Getting the Maximum ROI From Your ERP Project and Beyond 12/1/201748
  • 36. Agenda Overview of Ultra Consultants Business Transformation with ERP Getting the Maximum Returns from Your ERP Investments  Additional Resources  Q&A 12/1/201749 Your Business Case for Change Business Case for Change in Action ROI Areas of Opportunity Investments in People, Processes, Technology Maximum ROI From ERP
  • 37. Additional Resources Getting the Maximum ROI From Your ERP Project and Beyond 12/1/201750
  • 38. Additional Resources  Ultra Education 12/1/201751 On-Demand Webinars: Access to Ultra webinars from past 12 months. White Papers: Topics for planning and executing your enterprise project. Blog: Searchable by topic, industry, vendor.
  • 39. Additional Resources  Recent Ultra webinars  “ERP Health Check: Is Your Business At Risk With Your Legacy System?”  Topics: 1. What is the value our current ERP is providing and can it match the value of a new ERP system? 2. Is our business less competitive or being held back by our legacy ERP system? 3. Where are the risks to our enterprise systems and business with our current ERP in place? 4. What factors should be first considered in moving forward with new or upgraded ERP? 5. How is our approximate cost calculated? 12/1/201752
  • 40. Additional Resources  Recent Ultra webinars  “ERP Health Check: Is Your Business At Risk With Your Legacy System?”  “5 Factors for a Successful ERP Selection”  Topics: 1. ERP selection is about more than just features and functions 2. Cost and contract considerations 3. Risks to your company that should be assessed prior to your project 4. Risk for your selected technology and platform 5. Implementation and support options and what questions should be asked 12/1/201753
  • 41. Q&A Getting the Maximum ROI From Your ERP Project and Beyond 12/1/201756
  • 42. Ultra Consultants Webinar Getting the Maximum ROI From Your ERP Project and Beyond Team with Ultra to Drive Business Performance Improvements Thank You!