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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
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