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The Sky's the Limit! Cloud Technology for Mid-Market Companies

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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 services
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© 2010 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal. com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. Disclaimer This document is the proprietary and exclusive property of Sutherland Global Services except as otherwise indicated. No part of this document, in whole or in part, may be reproduced, stored, transmitted, or used for design purposes without the prior written permission of Sutherland Global Services. The information contained in this document is subject to change without notice. The information in this document is for information purposes only. Sutherland Global Services® disclaims all warranties, express or limited, including, but not limited, to the implied warranties of merchantability and fitness for a particular purpose, except as provided for in a separate software license agreement. All confidential or proprietary information contained in Sutherland’s response shall at all times be and remain the sole and exclusive property of Sutherland Global Services, Inc. The Sky’s the Limit: Cloud Technology for Mid- Market Companies 12 September 2012
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Page 1: The Sky's the Limit!  Cloud Technology for Mid-Market Companies

© 2010 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.com © 2012 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.

DisclaimerThis document is the proprietary and exclusive property of Sutherland Global Services except as otherwise indicated. No part of this document, in whole or in part, may be reproduced, stored, transmitted, or used for design purposes without the prior written permission of Sutherland Global Services. The information contained in this document is subject to change without notice. The information in this document is for information purposes only. Sutherland Global Services® disclaims all warranties, express or limited, including, but not limited, to the implied warranties of merchantability and fitness for a particular purpose, except as provided for in a separate software license agreement. All confidential or proprietary information contained in Sutherland’s response shall at all times be and remain the sole and exclusive property of Sutherland Global Services, Inc.

The Sky’s the Limit:Cloud Technology for Mid-Market Companies

12 September 2012

Page 2: The Sky's the Limit!  Cloud Technology 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 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

Page 3: The Sky's the Limit!  Cloud Technology 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 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

Page 4: The Sky's the Limit!  Cloud Technology 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 4

Business Process as a Service—Emerging as the Answer for Mid-Market Companies

Page 5: The Sky's the Limit!  Cloud Technology 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

Page 6: The Sky's the Limit!  Cloud Technology 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 6

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

Page 7: The Sky's the Limit!  Cloud Technology 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 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

Page 8: The Sky's the Limit!  Cloud Technology 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 8

The Sky’s the Limit with a Cloud-Based BPaaS Solution for Mid-Market Companies

Page 9: The Sky's the Limit!  Cloud Technology 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

1

2

3

4

6

5

7

Page 10: The Sky's the Limit!  Cloud Technology 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 10

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

Page 11: The Sky's the Limit!  Cloud Technology 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 11

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

Page 12: The Sky's the Limit!  Cloud Technology 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 12

Natural Interface

New Hardware

1st Party Applications

Enterprise & ConsumerCloud

Windows

CHANGINGTHE GAME

Bets Across Microsoft

Page 13: The Sky's the Limit!  Cloud Technology 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 13

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

Page 14: The Sky's the Limit!  Cloud Technology 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 14

Powerfully Simple

Powerful Agile Simple

Pervasive Interoperability

Page 15: The Sky's the Limit!  Cloud Technology 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 15

Significant Customer Base Across Manufacturing Verticals

Chemicals,Rubber

& Plastics

Auto, Farm & Rec.

VehiclesHigh Tech & Electronics

IEM& Metals

Consumer Products

Life Sciences

Page 16: The Sky's the Limit!  Cloud Technology 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 16

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)

Page 17: The Sky's the Limit!  Cloud Technology 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 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

Page 18: The Sky's the Limit!  Cloud Technology 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 18

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

Page 19: The Sky's the Limit!  Cloud Technology 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 19

Thank You

Dan McCue—Presenter Senior Vice President, Finance & Accounting Services Sutherland Global [email protected]

Bill Burke—PresenterChief Executive OfficerMerit [email protected]


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