reinventing procurement by putting people first

Reinventing Procurement by Putting People First

INTRODUCTIONS

Robert Mendoza Senior Director,

Integration Brookdale Senior Living

Elliot Beaudoin Director of Product

Management Coupa

Don Good Senior Manager

Deloitte

3

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


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


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


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


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


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


THANK YOU!

reinventing procurement by putting people first

Technology

reinventing procurement

real results