Salesforce & RootstockFuture ready

Manufacturing & ERP

April 13, 2018

Rootstock Software © 2018 2

Manufacturing and ERPGetting Personal on Salesforce

April 13, 2018 Rootstock Software © 2018 3

WHO WE ARE

Manufacturing, Distribution & Supply Chain ERP

Solution Experts

WHAT WE DO

We develop, sell, implement & support ERP

Software for companies that manufacture,

distribute, service and/or repair goods.

WHO WE SERVE

• Companies replacing legacy ERP with the cloud

• Midsized & Enterprise Organizations

Rootstock Named a Leader in the Cloud ERP Space

Manufacturing Gets Personal & Connected

April 13, 2018 Rootstock Software © 2018 5

Personalized Customer

Experience

Personalized

Employee & Supplier

Experience

Personalized Products

Connect People,

Data & Things

Unified CRM, ERP and Service On One Platform

April 13, 2018 Rootstock Software © 2018 6

OPERATIONS

MARKETING

SALES

FINANCE

SERVICE

Know Everything About Your Customer

April 13, 2018 Rootstock Software © 2018 7

OPERATIONS

MARKETING

SALES

FINANCE

SERVICE

Rootstock Cloud ERP

Rootstock Software © 2018 8

Dashboards

Customizable

Reporting

Drag-and-Drop

Reporting

Artificial Intelligence

Alerts & Notifications

Social Collaboration

Tools

General Ledger (G/L)

Accounts Payable (AP)

Accounts Receivable (AR)

Asset Management

Budgeting

Recurring

Billing/Subscriptions

Cash Management

Credit & Collections

Claims Management

Lot Control

Serial Tracking

Item Attributes

Allocations

Cycle Counting

Consigned

Inventory

Shipping & Receiving

Picking

Barcode Scanning

RootScan Mobile

Transportation Management

Shipping

Requisitions

Purchase Management

Distribution

Requirements Planning

(DRP)

Replenishment

Estimates & Quotes

Configuration

Management

Sales Orders

Back Order

Management

Pricing Books

Rebates & Allowances

Returns Management

Contracts/Warranties

Tax Services

Lead

Management

Opportunity

Management

Account

Management

Field Services

Maintenance

Case

Management

Bill of Materials

(BOM)

Routings

Product Costing

Engineering Change

& Revision Control

Discrete, Process &

Mixed Production Modes

Materials Requirements

Planning (MRP)

Manufacturing Execution

System (MES)

Subcontractor

Management

Work Order Management

Order

Management

Product Data

ManagementProduction Supply Chain

Warehouse

ManagementInventory Financials Analytics

Quality Management

Project Manufacturing

Multi-Mode Flexibility — Personalization & Scale

April 13, 2018 Rootstock Software © 2018 9

MAKE TO ORDER

ENGINEER TO ORDER

CONFIGURE TO ORDER

MAKE TO STOCK

MANUFACTURING

WHOLESALE

DISTRIBUTION

&

SUPPLY CHAIN

So where does this personalization lead to

High product variance and differentiation is required

on a competitive and global market

Products in Sales often have tens of options.

High product variance drives complexity

Dependent on the number of connections, a product

with 40 configurable parts has more than 90.000

solutions ¹.

1. C(40,4)

Evolving Customer Expectations

• Everything Now

• Everything Custom

• Everything Easy

• Everything Cheaper

What’s needed: Business logic on multiple levels interacting

Functionality of offered solution

40 tonnes load / Low TCO / Hilly driving / TimberCustomer needs

Local Regulations

Commercial rules

Serviceability

Order fulfillment effectiveness

Product limitations

Switzerland regulations for truck brakes

•Compelling pricing to customer, yet profitable

•Portfolio visibility for different sales channels

•Promote profitable offerings

•Bundling

•Time based offerings and prices

Valid and profitable service

Manufacturable, shippable and installable

in a cost effective way

Valid engineering structure

How to improve some important KPI’s?

Spending sales efforts on

wrong prospects – too little

effort on the right leads.

Sales reps are unable to

describe the customer value

of offered solution

Uncertainty about offerings

and order fulfillment leads

to overpriced quotes

Quote gets rejected at

order.

Order is not possible (or

costly) to produce.

Claims from customers

when delivery does not

match quote promise

Unprofitable one-offs and

ETOs

Change orders are risky and

costly

Margin degradation in

customer projects due to

unclarity in contracts

New product introductions

are costly and with long

lead time (lost revenue)

Sales rep unable/unwilling

to keep track of product

updates in extensive

catalog

When new product gains

traction in the market,

competitive edge is lost

A likely Outcome without any change

• Decreased revenue

• Increased cost

• Risk increase

• Weakened brand

End-To-End Process

Leads, Account,

Opportunity

Quotation:CPQ

Demand:

Sales Order, Forecast

Planning:

Products, Items,

Inventory

Production:

Procure-ment

Fulfillment:

Pick, Pack, Ship

Finance:

Invoicing & Accounting

1The future is here to implement industry 4.0

Thank you