Presented by:
BI Seminar - Bracknell
Roy Shooter
Director of Sales, Customer Accounts EMEA
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Agenda
• 10 am: Epicor Corporate Update, Solutions Roadmap Presented by: Roy Shooter, Epicor Software
• 10.30 am: Performance Measurement Vs Performance ManagementPresented by: Andy Steeds, CorVU
– The Evolution of Business Intelligence from dashboards and dials to corporate strategic alignment.
– Measuring, Modelling and Managing performance
– Extending BI to the masses, making performance improvement everyone’s business.
• 11 am: Break
• 11.15 am: Extend your ERP – with the latest Document Management SolutionsPresented by: Tim Woodward, Optio
– Document Automation Solutions
– Manage and access your transactional documents from within your ERP
– Typical company scenario with a complete lifecycle of document management
• 12.30 pm: Close
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Overview and History
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Epicor at a Glance
Founded 1984
Public: NASDAQ 1992
Revenues$429.8M*
Employees 3,000
Partners 400
Customers 20,000
* Based on Full Year 2007 Revenue
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Market Focus
SmallEE 20-99, Rev $25-49M
Very SmallEE 1-19, Rev less than $25M
Lower MidmarketEE 100-499, Rev $50-99M
Upper MidmarketEE 500-999, Rev $100-249M
VeryLargeEE 2500+, Rev > $1B
LargeEE 1000-2499, Rev $250-999M
• The complex functional requirements of the Global 1000
– Global, multi-site, integrated supply chain, customer relationship management and real-time connectivity
• Divisions and subsidiaries of Global 1000
– Standardized tiered solution
– Global deployment and support
• Unique business challenges
– More limited budget and resources
– Shorter deployment schedule
– High growth environment
– Increased need for agility
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Global Reach
Over 800 ConsultantsOver 400 Support Reps
Over 500 Developers
Worldwide Development Centers• Irvine, CA • Minneapolis, MN• San Diego, CA • Newburgh, NY• Monterrey, MX • Moscow, RU
Main Regional Office
Epicor Customers Supported
Irvine, CA
Doing Business in more than140 Countries and 30+ Languages
Bracknell, UK
Sydney, AU
Shanghai, CH
Singapore
Moscow, RU
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Industry Focus
MANUFACTURINGMANUFACTURING DISTRIBUTIONDISTRIBUTION SERVICESSERVICESRETAIL/HOSPITALITYRETAIL/HOSPITALITY
• Capital Equipment
• Industrial Machining
• Aerospace & Defense
• Fabricated Metals
• Instruments & Controls
• Electronics
• Capital Equipment
• Industrial Machining
• Aerospace & Defense
• Fabricated Metals
• Instruments & Controls
• Electronics
• CPG
• 3PL/Logistics Services
• Pharmaceutical
• Automotive
• Value-added Distributors
• CPG
• 3PL/Logistics Services
• Pharmaceutical
• Automotive
• Value-added Distributors
• Professional Services
• Financial Services
• Non-Profit
• Sports & Entertainment
• Professional Services
• Financial Services
• Non-Profit
• Sports & Entertainment
• Specialty Retailing
• General Merchandising
• Hospitality (Food)
• Hospitality (Property)
• Specialty Retailing
• General Merchandising
• Hospitality (Food)
• Hospitality (Property)
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Manufacturing & Distribution
Hospitality & Entertainment
ServicesRetailIndustries
Global Customers
Over20,000customers
Revenues $10M - $2B
In over 140 countries
In over 30 languages
With 95%retention
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Financial Overview
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Strong Revenue Performance and Growth
• Epicor is the 6th largest Global ERP provider*
– Fastest Growing
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
$500,000
Dolla
rs in th
ousa
nds
2003 2004 2005 2006 2007
Support & Other Services License
$289m
$224m
$154m
* Source: AMR Research based on License Revenue
$384m
$430mm
+29%
+45%
+32%
+12%
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Q4 2007 Financial Results
• Total Revenue $119.7M
• Growth (organic Y/Y):
– Total revenue + 12.0%
– Non-GAAP net Income + 30.1%
• 17.1% adjusted EBITDA margin
• Cash balance of $237
– Free cash flow of $22M*
• 232 new customers added
– 94% customer retention
Total Revenues Total Revenues $119.7 million$119.7 million
License Revenues License Revenues $38.2 million$38.2 million
Non-GAAP Earnings** Non-GAAP Earnings** $16.0 million $16.0 million or $0.27 EPSor $0.27 EPS
Cash & EquivalentsCash & Equivalents$237.0 million$237.0 million
Q4 ‘07 Financial Highlights
* Free Cash Flow Calc: EBITDA + Stock Comp – Capital Expense – Cash Taxes – Net Interest** Non-GAAP earnings exclude amortization, stock-based compensation expense, and restructuring charges, all net of tax.
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Technology and Solutions
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Next Generation Solutions… Today• End-to-end, full suite
functionality
• Vertically focused, highly functional
• Technology leading SOA based on Microsoft .NET and Web services
• Multi-site, multi-plant, multi-company, multicurrency
• Flexible customization and collaboration capabilities
• Integrated business process management
• Low total cost of ownership
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Technology Provides Choice and Flexibility
• Service-Oriented Architecture basedon Microsoft .NET Framework
• All functionality exposed as Web services
– Makes underlying technologyinvisible
• Stateless Connectivity
– Connect when needed to get information required
• Business Process Management (BPM)
– Hold and event management
– Optimizes internal resources
• Service Connect
– Manage distribution of services
– Workflow and orchestration
• Enables Tight Collaboration
– Anywhere, any time, any device access
Agile, Business Process
Modeling
Flexible, Self-describing
Business Services
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Office Business Applications (OBA)Office Business Applications (OBA) Epicor ERPEpicor ERP
““I spend all day in I spend all day in Outlook.”Outlook.”
““All the information All the information is online at my is online at my
fingertips.”fingertips.”
““It looks like it was It looks like it was designed for me.“ designed for me.“
CompositeComposite DedicatedDedicatedImmersiveImmersive
Linking People, Processes and Applications
Productive, Connected, User Experience
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Services and Support
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Global Services and Support
• Over 900 consulting professionals- Focused by industry and vertical
• Tailored education programs- eLearning, classroom, on-site
• Structured implementation methodology- Planning, design, analysis, deploy, review
• Strategic templates to support global rollouts- Managed and hosting services
• Over 400 support professionals- 6 years average tenure
• 15 global support centers- Support in 20 languages
• 7 x 24 support- Via product experts and self-service options
• Award-winning support- Best International & After Sale Support 2006
- First Class After Sales Support 2007
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Why Epicor? Lowest TCO by Far …With the highest number of modules implemented
Total per User Costs – Midsize Companies
Epicor is $ 5,400 less per user than SAP ($ 710K 3 yr savings**)
$ 11,300 less per user than Oracle ($1.48M 3 yr savings**)
Epicor is $ 5,400 less per user than SAP ($ 710K 3 yr savings**)
$ 11,300 less per user than Oracle ($1.48M 3 yr savings**)
Aberdeen July 2007 Survey of over 1,700 global companies: Epicor sample was over 270 companies•** Based on 131 Users
Aberdeen July 2007 Survey of over 1,700 global companies: Epicor sample was over 270 companies•** Based on 131 Users
Epicor ranked # 1 in all key categories: • Software• Services• Maintenance• Lowest Cost
Epicor ranked # 1 in all key categories: • Software• Services• Maintenance• Lowest Cost
CORPORATE OVERVIEW AND CAPABILITIES PRESENTATION
© 2008 Epicor Software Corporation.
Epicor Value Proposition
• 6th Largest ERP Company*
• $430M Revenue**
• ~3000 employees worldwide, 400 partners
• Customer centric focus
• Standard tiered solution to global enterprises
• Over 20,000 customers
• End-to-end solutions focused by industry
• Manufacturing, distribution, hospitality, retail, services
• World-class functionality
• Leading ERP company based on Microsoft
• .NET and Web services architecture
• Solutions designed for flexibility, extensibility and scalability
• Single point accountability with direct global sales and support
• Supporting customers in 140+ countries, 30+ languages
• Proven rapid ROI and low TCO
Company
Customers
Technology
Services
Products
* AMR Research, based on license revenue growth; ** Based on Full Year 2007 Revenue
Questions