© 2003 Trinity Expert Systems plc. All rights reserved

© 2003 Trinity Expert Systems plc. All rights reserved.This presentation is for informational purposes only. Trinity MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.

Agenda

9.30 – 9.45 Welcome and Introduction to Trinity Expert Systems

9.45 – 10.00 The ERP market overview

10.00 – 10.20 Comparison of SAP Business One and Navision

10.20 – 10.40 Demonstrating ROI

10.40 – 11.40 Breakout session – Navision and SAP Business One

11.40 – 11.55 Microsoft Business Solutions strategy

11.55 to 12.15 Case studies

12:15 Summary and lunch

Hands on

• IT services company

• £12m turnover

• 160+ employees

• Founded in 1992

• Microsoft Gold Certified Solutions Partner

– Classic

• Advanced Infrastructure

• Information Worker

• E-Business

• Networking Infrastructure

– Business Solutions

• A member of the MS Global Partner Advisory Councils for Collaboration and .NET

A Brief Introduction to Trinity

What we do….

• IT Vision & Strategy

• Project Management

• Systems Development

• Business Analysis and System Testing

• Service Delivery

• Visual Communications & Design

What we do….

• Collaboration & Knowledge Management

• Messaging and Directory Services

• Platforms & Operations

• Systems Management & Security

• Database Solutions & Systems Integration

• ERP & CRM solutions

What we do….

• Managed Help Desk 1st – 3rd line

• Multi-vendor Mid range support (including Microsoft)

• Application Systems Support

• Infrastructure Support

• IT Infrastructure – Transition & Logistics

• MOD• Telford & Wrekin Partnership

• Cumbria County Council• Warwickshire Police• Epsom & Ewell Borough Council

• East of England Development Agency

• Shrewsbury & Atcham Borough Council

• Walsall MBC• Rhondda- Cynon- Taff CBC• Learning Skills Council• Whitefriars Housing• Inland Revenue• DEFRA• OFSTED

Public SectorPublic Sector

CommercialCommercial

UtilitiesUtilities• Powergen• Severn Trent Water• Innogy• International Power• London Electricity• EDF• AEP

• Lloyds TSB• Clifford Chance• Eversheds• CSFB• B Sky B• Scarborough Building Society

HealthHealth

• NHS Information Authority• Thames Valley Strategic Health Authority

• Greater Manchester Strategic Health Authority

• Hampshire and Isle of Wight Strategic Health Authority

Sample of Client Base . . .

• Windsor Life Assurance• Homeloan Management Ltd• NEC Technologies• BBC• 3I• Nationwide BS

ERP Practice

• Providing ERP solutions since 1989• Microsoft Navision and SAP Business One

– Microsoft MBS certified partner– SAP Business One Accredited Reseller

• On the Microsoft Navision Product Advisory Council

• Full business analysis, consultancy and programming facilities

ERP solutions include..

•Instant live visibility•Powerful reporting•Statistics•KPI’s

ERP

Supply Chain

•SOP•POP•Warehouse Management•Manufacturing

•Customer Management•Service Management•Vendor Management•Campaign Management•Salesforce Management

Relationship Management

E-Commerce

•Banking•Receivables & Payables•Fixed Assets•VAT•Intrastaat

ManagementInformation

•Web Trading•EDI•Reverse Auctions

Financials

HR•Time Management•Leave history•Sick Leave•Payroll•Employee information

Some Navision Customers …

Some Business One Customers

Customers include:– Raffenday– Magdalene Telecom– Topps Europe

Next…

Keynotes:– ERP Market Trends – Adrian Shipley– Contrast Navision and SAP B1 – Keith

Dunkinson– Showing ROI with the Shark Finesse

ROI tool – Richard Baxter

© 2003 Trinity Expert Systems plc. All rights reserved.This presentation is for informational purposes only. Trinity MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.

ERP Market Trends

Adrian Shipley

Navision New Business Sales

ERP Current Trends

Market Positioning

Tier 1Tier 1

Tier 2Tier 2

Tier 3Tier 3

< 2< 2 MonthsMonths

2 – 12 Months2 – 12 Months

>12 Months>12 Months

Ave

rage

Impl

emen

tation

Tim

es

1000 users

5 users

EnterpriseEnterprise

MidmarketMidmarket

SmallSmall

Summary

• Consolidation in the marketplace• Vendors focusing on mid market• Look for investment and innovation• SAP and Microsoft are market leaders

– Investment in R&D– Marketing

© 2003 Trinity Expert Systems plc. All rights reserved.This presentation is for informational purposes only. Trinity MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.

Comparing Microsoft Navision and SAP Business OneKeith Dunkinson

Senior Manager, ERP

SAP Business One& Microsoft Navision

Strengths of each product

Typical customer profile

History in the UK

Implementation

Development capabilities

Comparison of licensing models

When would you choose which?

Competition

Navision Strengths

• Customisable• Discrete Manufacturing• Supply Chain

Management • Web Trading• Microsoft future• Higher ROI• Higher user satisfaction

• Workflow• Easy to implement• Relatively cheap• High ROI• High user satisfaction• Total Cost of Ownership• Worlds no 1 accounting s/w

provider

Business OneStrengths

Navision Typical Customer

• Unique needs• 20-80 users• £10-100 m turnover• Rapid growth

companies• Outgrowing older

system• More complex

accounting• Project team

• Standard company• 5-40 users• £1-50m turnover• Established companies• Upgrading older system• Simple accounting• Project sponsor

Business OneTypical Customer

Navision UK History

• Founded 1995• Developed in

Denmark for worldwide audience

• Over 4000 installs• Growing rapidly

worldwide and in the UK

• UK support office• Huge annual R&D

• Founded 2004• Developed in Israel for

worldwide audience• Over 300 installs• Growing rapidly

worldwide and in the UK

• UK support office• Huge annual R&D

Business OneUK History

Navision Implementation

• Scope/diagnostic• Train team• Analysis• Formal project

management• Design and develop• Implementation• Test• Pre Data Migration• Train users• Data Migration• Go Live• 3-12 months

• Scope/diagnostics & analysis

• Informal project management

• Implementation• Training• Data Migration• Go Live• 1-3 months

Business OneImplementation

Navision Development

• Can be developed via SDK

• Source code can be modified

• SQL server optional• Can have high impact

on upgradeability• Most customers

upgrade every 3+ years

• Can be developed by SDK

• Source code cannot be modified

• Requires SQL server• Rarely impacts highly

on upgradeability• Most customers

upgrade to every relevant version

Business OneDevelopment

NavisionLicensing

• Granular for approximately 100 granules

• Also per user• SQL server

optional• New UBP being

introduced

• Per user• Requires SQL

server

Business OneLicensing

Why Choose Navision?

• You need made to fit software

• You have corporate Navision to link to

• You have to link to best of breed software

• You have demanding customers and partners

• You need dimensional analysis

• You need highly functional integrated CRM, Accounts, SCM, Manufacturing and Service with modifications

• You have a legacy system you want to replace quickly and easily with modern software from an industry leader

• You need workflow/approvals

• You have corporate SAP to link to

• You are a relatively standard distribution/sales orientated company

• You need integrated CRM, Accounts, SCM, Manufacturing and Service

Why Choose Business One?

Navision Competition

• Oracle– Expensive, more functional,

• J.D. Edwards– Expensive, more functional,

• Sage Line 200/500– Antiquated

• Exchequer– Cheaper, less functional

• System Union (Sun)– Good for finance

internationally

• Axapta– Strong in project

manufacturing and very high user counts

• Great Plains– If you exist only in the US,

why are you here today?

• Sage Line 50/100– Inflexible legacy products

• Access accounts– Weak vendor

– Ageing product

– Weak integration

• Pegasus– Weak vendor

– Ageing product

• Exchequer– More expensive, less

elegant

• Great Plains– If you exist only in the US,

why are you here today?

Business OneCompetition

© 2003 Trinity Expert Systems plc. All rights reserved.This presentation is for informational purposes only. Trinity MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.

Demonstrating a return on investment

Richard Baxter

ERP Practice Manager

Return on Investment

• New ERP Solutions often have to compete with existing systems and/or procedures

• Resistance to change• ROI case needed to convince

Return on Investment

• Client ‘Large Manufacturer (Printing Sector’• Assumptions of client for key areas of

improvement:– Avoid Hiring 5 new staff to run

incumbent system– 20% reduction in stock holding– Credit note reduction of 2%

Return On Investment

• NET PRESENT VALUE – Page 5– NPV compares the value of a £ today versus the value of

that same £ in the future, after taking inflation and return into account.

If the NPV of a prospective project is positive, then it should be accepted. However, if it is negative, then the project probably should be rejected because cash flows

are negative.

Return on Investment

• INTERNAL RATE OF RETURN – Page 6

– Essentially, this is the return that a company would earn if they expanded or invested in themselves, rather than investing that money elsewhere

Return on Investment

• PAYBACK – Page 7– Time Taken for savings to cover initial outlay

Return on Investment

• Shark Appraisal Tool• Detailed report prepared by Trinity Expert

Systems• Sign up for free ½ day ROI Assessment

(Normal price £400)

© 2003 Trinity Expert Systems plc. All rights reserved.This presentation is for informational purposes only. Trinity MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.