Reduce Costs, Gain Control, and Improve

Processes

Insert Date

Insert Client Logo

Objectives

• Reduce Client’s Transactional Spend by 20%• Leveraged Purchasing

• Gain 20% Improvement in Associated Labor• Process and Order Management Improvement

• Protect and Project Client’s Brand• Gain Consistent Control of the Client Brand

• Client Gains Creative Project Management• Local Expertise with Global Sourcing

In-Depth SWOT Analysis

(see samples – requires detailed info about the program)

Reduce Transactional Spend

20% savings on promotional marketing spend

• Identify cost-reduction opportunities

• Leverage Proforma’s $450,000,000 spend

• Guarantee EQP or better pricing

• Customized logistics and shipping solutions

• Exclusive agreements with preferred suppliers

• Reduce inventory to increase ROI

Gain 20% Improvement in Associated LaborImproved Process and Order

Management• User-Based Permissions

• Brand Management

• Secure Platform

• Order Tracking

• Reporting Capabilities

• Real-time reporting, 24/7

• Approval Levels

• Payment Options (MC, VISA, Cost Center, etc.)

• Online proofing

Protect and Project Client Name’s BrandGain Consistent Control

• Maintain brand integrity – one vs. many vendors

• Centralize brand across all locations/departments

• Color management

• Single brand representation for promotional products, forms, labels, print on demand and variable print on demand items

Client Gains Creative Project Management• Single source project management

• Creative

• Design

• Production of all components

• Kitting

• Direct mail

• Highly personal product recommendations

• Understanding of your corporate culture

• Outcome focused – product fit

• Merchandising surveys

Next Steps

Assess and Quantify Opportunities:

• Cost savings on print and promotional products

• Order process and management AS-IS vs. TO-BE

• Key custom product design and marketing

initiatives

• Eco-friendly product alternatives

• Assess employee recognition programs

Resource Requirements

• Proforma will:

• Assess the current program to develop a total

value solution

• Lead a rollout that achieves uninterrupted

business flow and maximum savings

• Client to provide limited resources:

• Financials – to assess current spend

• Workflow – SME of current order processes

• Marketing – provide guidance on key initiatives

Timeline

• Assess and Quantify the Opportunity

• On-site data gathering – 1 week

• Analysis and Quantify Results – 2 weeks

• Present Results - TBD

• Build out Implementation Planning – 1 week

• Configure Solution, Upload Data – 4 weeks

• Project Launch – Savings Begin in Week 9

Relationship Review

• 10-year partnership

• 100% on-time delivery

• Existing long-term relationships in multiple

departments

We are uniquely positioned to provide

Client an enterprise solution by

leveraging our existing relationships.

750+ Proforma account management professionals located across North America

A Strategic Partner

North American footprint. Local support.

A Strategic Partner

• Founded 1978

• 37 years of product expertise combined with exceptional customer serviceo 98% customer retention

• 550 preferred manufacturing partnerso Creative productso End Quantity Pricing or EQP (and beyond)

• 25 + strategically located distribution centerso 5 million square feet of managed space

• $450,000,000 buying power and financial stability

We are your extended Client Name support team specializing in custom promotional products, print and programs.

Your StaffOwner Name– Account Manager

How to reach us Phone NumberEmail Address