Post on 17-Aug-2015
transcript
INTRODUCTIONS
Robert Mendoza Senior Director,
Integration Brookdale Senior Living
Elliot Beaudoin Director of Product
Management Coupa
Don Good Senior Manager
Deloitte
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DELIVERING REAL RESULTS FOR OUR CUSTOMERS – EVERY. SINGLE. DAY.
70% Approvals via
Mobile and Email
85%+ Spend Under Management
<17hrs Average Req
Approval Cycle Time
4 - 6 Months Average
Time to Value
©2015 Coupa Software, Inc - Confidential
WHO IS BROOKDALE?
► Our Mission • Enriching the lives of those we serve
with compassion, respect, excellence and Integrity
► Our Cornerstones • More than a job, a PASSION • Doing the right thing takes COURAGE • We succeed through PARTNERSHIP
► Built on a Foundation of TRUST • We earn trust when we listen,
understand, partner and solve
Brookdale is a senior solutions company. Brookdale is the largest owner-operator of senior housing in the U.S with approximately 1,150 properties and 111,000 units
► Brookdale generated annualized Q1 2015 pro forma revenue of $5.0 billion from our various service offerings
► Combined portfolio reaches 330 markets (47 states), covering 81% of the U.S. population – serving approximately 120,000 residents per day
©2015 Coupa Software, Inc - Confidential
MOST COMPREHENSIVE SENIOR CARE PROVIDER
Assisted Living
Independent Living
Specialized Alzheimer’s
Skilled Nursing
Consumer Choice
Leve
l of C
are
Low
Hig
h
Wants Needs
Sub-acute
Hospitals
Active Adult Housing
Therapy, Home Health and Hospice
Brookdale
Brookdale at Home
Only provider operating at scale across each segment of the senior living continuum with a fully integrated ancillary services platform
©2015 Coupa Software, Inc - Confidential
PROGRAM HISTORY
► Initially approved as standalone AP Automation initiative with the goals of: • Simplification of processes for our community users - consolidating multiple
electronic and paper based processes to a single system, with mobile approvals • Saving costs within shared services • Enabling the capture of line-level detail (and subsequent savings from analytics)
► With the announcement of the acquisition of Emeritus during the project, focus became first enabling the integration
• Expanded scope to become the procurement platform for the company, including corporate credit cards (P-Cards)
► End User Focus • Business case driven by simplification and consolidation of systems and processes • End users engaged in process design up front and User Acceptance Testing • Pilot at 6 communities with varying size and complexity
©2015 Coupa Software, Inc - Confidential
CHALLENGES
► Brookdale’s size is no longer manually scalable • With more than 1,100 locations, addressing items “manually” is a large endeavor.
Even 30 seconds per community results in 9 hours of work • Ongoing challenge as an organization which causes us to find creative solutions with
our software vendors
► Our breadth & complexity requires flexibility • Community sizes range from <20 residents to over 1,000 residents
► HIPAA & SOX Requirements • Scope and scale challenged setup and infrastructure
► Complex deployment coupled with an integration
©2015 Coupa Software, Inc - Confidential
WHAT WE ARE DOING WITH COUPA
► Users (end-state) • 10,000+ P-Card Users • 5,000+ Invoice and Purchasing Users • 5,000+ Out of Pocket Reimbursement Users
► Invoices • More than 120,000 Invoices Per Month • 10,000 Requisitions loaded from Feeder Systems • EDI, Flat File and cXML invoices
► Catalogs • 25+ Suppliers with mix between hosted and punch-
out ► API Automation Enablement
• Reporting • Invoice Approvals • Requisition Approvals
©2015 Coupa Software, Inc - Confidential
What have we achieved?
► Community (End User) Impact • Consolidated processes in a single platform • Single platform for expense approvals • Removed paper from communities • Enabled savings (e.g. Prompt Pay)
► Enterprise Impacts • Improved Controls and Spend Visibility • Single management based approval hierarchy • Consistent platform for future growth
► Future • More suppliers • Evaluating capital expenditures • Improved automation • Enhanced user experience
©2015 Coupa Software, Inc - Confidential