Leveraging Technology to Increase Productivity

1
Leveraging Technology to Increase Productivity

• April 28th, 2009

2
Agenda

• Brief history of WebSan Solutions Inc.
• What is ERP?
• What is best of breed systems
• How integrating technology can help you!

3
WebSan Solutions

• Started in September, 2000
• IT Consulting firm made up of past Corporate
  Executives, with extensive experience
  implementing systems globally
• Support 60 sites all over the world
• Specialists in
• Warehouse Management Systems
• Enterprise Resource Planning Systems
• EDI (Electronic Data Interchange)

4
What is ERP?

• Enterprise Resource Planning (ERP)
• A software package that provides the function of
  multiple areas of a business e.g.
• Purchasing, Accounts Payable
• General Ledger
• Accounts Receivable, Cash Management
• Inventory Management, Warehouse Management
• Human Resources, Payroll
• CRM (Customer Relationship Management)
• Examples
• SAP
• Oracle
• Microsoft Dynamics GP (Great Plains)

5
What is Best of Breed?

• Best of breed systems specialize in one
  particular area of a business
• CRM
• Salesforce.com
• Sage CRM
• Accounting
• Quickbooks
• ACCPAC
• Warehouse Management
• Accelos
• Highjump

6
Best of Breed vs. ERP

• Why choose one over the other?
• ERP systems are generally good in most areas, but
  are not strong in all.
• For instance, one system may specialize in
  Manufacturing and another may be a good
  Accounting system
• Best of breed systems are very good at one area,
  but weak in others
• Combining best of breed systems in your core
  areas and using ERP for the rest can work well.

7
How to Leverage Technology

• Meet John
• Runs a Growing Association of Golfers
• Has grown membership over the years through
  various offerings
• Chat rooms and forums to fill foursomes in local
  areas
• Directory of great courses to play in each area
• Social functions
• Has struggled with improving profitability and
  growing membership further

8
Technology

• One day he got a great idea! Start offering
  products at discounted prices to his members!
• Golf shirts
• Golf balls
• Golf bags
• He set up an arrangement with a supplier to ship
  direct to his members
• Membership increased and profits climbed!

9
The Process
Online Ordering System (Best of Breed)
Accounting System (ERP)
10
Eventually

• His assistant couldnt keep up with all of the
  manual paperwork
• Customer orders were shipping late
• Suppliers werent getting paid on time
• He hired more people to help, but then

11
What now?

• Membership fell and so did profits
• His time and his staffs were spent chasing
  orders and answering complaints
• Something had to change

12
The Change Integrate!

• John meets with an IT consultant and discovers
  theres a better way
• Link his website and his accounting system to
  AUTOMATE
• Order Management
• Supplier Communication
• Invoicing
• He also implemented automatic credit card
  processing on his website to improve his cash
  flow

13
Integration of Systems
EDI link
14
The Lesson

• IT Systems were made to make your life easier!
• As we grow, we use sneaker-net to take the
  place of automation
• Manual processes can become overwhelming quickly
  and increase costs and decrease customer
  satisfaction
• Stay ahead of the curve!
• Use best of breed systems where it matters
• Integrate them with strong ERP systems to
  streamline your business!