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“I” line of Products / Moving from Legacy to Current Products 2019 AFS USER CONFERENCE “Enhancing the Value of Today’s Consumer Goods Manufacturers and Distributors Through Advanced Analytics - WiiFM”

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Page 1: “I” line of Products / Moving from Legacy to Current Products · • Update from Warehouse Management System • Update from Order Management System ... Our team was awarded the

“I” line of Products / Moving from Legacy to Current Products

2019 AFS USER CONFERENCE

“Enhancing the Value of Today’s Consumer Goods Manufacturers and Distributors Through Advanced Analytics - WiiFM”

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Speakers Introduction

Gennadiy Vaksman

Sr. VP, SCM/RE Global Operations

Joel Robbins

Solution Consultant

John Robba

Director IT, Scavuzzo’s Inc.

Brenda Spanier

ERP Product Manager

Fran Rifkin

WMS Product Manager

Ryan Downing, PMP, CSM

Director of SC Professional Services

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Speakers Introduction

David Feaster

Senior Sales Consultant

Elizabeth Ford

Industrial Engineer

Federated Co-operatives Limited

Kent Kostuk

Industrial Engineering ManagerLogistics Services

Federated Co-operatives Limited

John Traynor

President, Traynor’s Bakery

Wholesale Ltd.

Jordan Bullington

Senior Director,

SCM Support

Andrew Scharhon, Director of Operations

Halfon Candy

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Agenda

• Update from Professional Services

• Update from Support

• Update from Product Management

• Update from Enterprise Resource Planning

• Update from Warehouse Management System

• Update from Order Management System

• Update from Electronic Proof of Delivery & DSD

• Q & A

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SCM PRODUCTS

ERP

ERP

Enterprise Resource Planning Warehouse Management System

Order Management System

Electronic Proof of Delivery Direct Store Delivery Home Delivery

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Update From Professional Services Group

May 2018 – April 2019

Ryan Downing, PMP, CSMDirector of Supply Chain PS

AFS Technologies

Andrew Scharhon, Director of Operations

Halfon Candy

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▪ Go-Lives by Product:

▪ 2 ERP

▪ 4 WMS

▪ 3 OMS

▪ 9 OMSi eCommerce

▪ 3 Discovery G2

▪ Deployment every other week!

▪ Partners at Conference:▪ Halfon Candy▪ John Gross & Company▪ Lightbourn Trading Company▪ Scavuzzo's Inc.

Professional Services Group

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In this industry, 44% of companies implementing ERP systems hire third-party consultants.

At AFS, only 5% of our projects have customers who have hired outside consultants; the reasons for this difference are our strict processes,

active project management, and expert AFS employees who know the software and industry.

Skilled Staff Expanding Knowledge

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With the AFS Professional Services Group using scrum principles:

• We finished ERP implementation from kickoff to go-live in < 4 months

• We finished WMS implementation from kickoff to go-live in < 3 months

Improved Processes Result in Rapid Deployments

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Partnership Approach Yielding Faster ROI

AFS Professional Services Group has been working closer with implementation accounts to outline business practices and execute them.

An ERP go-live was completed with no development tickets.

Our team was awarded the Supply & Demand Chain Top 100 ERP Projects of 2018 & 2019 for ERP and WMS Projects.

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Customer Experience

Andrew Scharhon, Director of Operations

Halfon Candy

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Update from Customer Support Group

May 2018 – April 2019

Jordan BullingtonSr. Director, Customer Support

Elizabeth Ford Industrial Engineer

Federated Co-operatives Limited

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AFS Spotlight

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Are you receiving the expected value from the AFS solutions you use?

• Increase in sales

• Increase in margin

• Inventory turn

• AR turn

• Decrease in credits

AFS Provides Value to Your Business

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In the last 12 months we have accomplished:

• 96% ticket closure rate

• 95% CSAT

• Extensive cross-training team members across multiple AFS solutions

• 95% health check coverage

Regular health checks ask you to rate the following:

• Business value of our solutions

• Product usability

• Quality of support

• New solutions we have that can bring value to your business

Support Metrics & Health Checks

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Elizabeth Ford

Industrial Engineer

Federated Co-operatives Limited

Customer Experience

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Update from Product Management

May 2018 – April 2019

Gennadiy VaksmanVP, SCM/RE Global Operations

John Robba

Director IT, Scavuzzo’s Inc.

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SCM PRODUCTS

“I” Line of Products Is HERE!!!!!!!“I” Line of Products Is on the Way

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What do all “I” line products have in common?

• Ignition Development Framework• One look and feel• One database• Extremely scalable and configurable• Can run on any operating system• Can run on any device• Can run in any browser• Can work in a combo with each other• Can be installed on premises or SaaS• Can be hosted by any hosting provider• Can be installed and updated any time• Can be accessed from any place at any time

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What was done from May 2018 through April 2019?

• ePoDi is READY• DSDi is READY• HDi is READY• OMSi eCommerce is READY• OMSi Sales is READY• WMSi is IN PROGRESS• WMSi Mobile is IN PROGRESS• ERPi is IN PROGRESS• SINGLE SCM database is IN PROGRESS

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Promoting Our Partnerships: LinkedIn Banners

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Customer Experience

John Robba

Director IT, Scavuzzo’s Inc.

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Update From ERP Group

May 2018 – April 2019

Brenda SpanierERP Product Manager

Andrew Scharhon, Director of Operations

Halfon Candy

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May 2018 – April 2019

• More than 50 new features and enhancements were added• Development of ERPi Accounts Payable• Diligent efforts to help migrate valued legacy clients to AFS ERP

ERP

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ERP Highlights

• Sugar tax (tax by the ounce)• NACHA capability for AR• Batch cost update – look at multiple POs to get last received cost• Vessel/Container tracking for importing product• PO document checklist• Calendar Pop-up• ERPi Accounts Payable!!!

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• Batch entry or single invoice entry• Easy payment selection• Check and EFT invoices selected for payment from the same screen• Overflow check stub prints automatically

ERPi –

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ERPi – Accounts PayableInvoice Creation

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Invoice Header

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GL Distribution and Payments

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PO Lines on Invoice

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Open Invoices – Payment Selection

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Pending Payments – Payment Group

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Pending Payments – Payments (Checks)

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Pending Payments – Invoices

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• Accounts Receivable• General Ledger• Purchasing

ERPi

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Customer Experience

Andrew Scharhon,

Director of Operations

Halfon Candy

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Update From WMS Group

May 2018 – April 2019

Fran RifkinWMS Product Manager

Kent KostukIndustrial Engineering Manager

Logistics ServicesFederated Co-operatives Limited

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WMS Today

Today’s WMS must be AGILE, allowing personalization based on ever-changing operation and customer requirements.

Hardware

Analytic Tools

Load Planning

Interface

3PL Billing

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WMS

• Replace WMS Workstation with updated UI • Inbound, Outbound, Order Processing, Work Queue,

Lookup & Reports• Streamlined Counting & Receiving

• New functionality• Load Planning, Appointment Scheduling & Dock Scheduler

• Previously available only in Workstation• QC Checklist, Alternate Fields, Lot Attributes & Inbound

Weight

• Previously available only on RF• New development over the next year

• Setup & Configuration

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Customer Experience

Kent KostukIndustrial Engineering Manager

Logistics ServicesFederated Co-operatives Limited

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Immediate Benefits

• Better performance

• Improved Stability• Fewer restarts and connectivity issues

• UOM improvements• Replenishment calculations have improved

• Receiving – auto adjust PO UOM to the Receiving UOM

• Lot Code Generation

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Future

• Foundational technology

• Multiple Projects relying on the technology

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First mover advantage

• Multiple IT projects, which do we design for?

• AFS projects have been successful in the past.

• Committed to get WMS2017 up and running so other projects get designed around WMS2017.

• WMS rollout was on time (slightly ahead) and on budget (actually better).

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Projects - CFIA

• Canadian Food and Inspection Agency• 2 years worth of recall history

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Projects – Stocking Meat

• Buying fresh meat directly from vendor

• Stocking it in a central DC

• Will monitor product ageing through the use of status codes and auto-update the status daily.

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Projects - Countback

• Working with handhelds, voice in progress• Outstanding was items with multiple UOM

• We are required to count every location in the building twice a year (internal requirement)

• This will eliminate the need to cycle count the pick bins and significantly reduce default counts

• Labour savings and quality improvement

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Projects – Report Conversion

• Convert over 100 reports from Crystal to SSRS

• Prepare for WMSi

• Manage By Exception driven reports – ALERTS

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Voice

• May / June project

• Move from old voice

• Already converted hardware from T5/T5x to A720 – Flawless execution

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WMSi

• #PriyaOnOurPhones

• Better decision making tools on the floor

• Lots of interest here.

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Replenishments

• Integration of WMS2017 and IBM’s Watson technology

• Machine Learning review of historic daily warehouse volumes

• Predict tomorrow’s replenishments

• Create Replenishment Only orders to fill the right bins before the orders hit the warehouse

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Update from Order Management System Group

May 2018 – April 2019

David FeasterSenior Sales Consultant

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Order Entry: Create Order From History Order Entry: Create Order From Bid

Order Entry: Add from History Order Entry: Add from Vendor

Order Entry: Add from Previous Invoice Order Entry: From Bid

Order Entry: Add from New Items Order Entry: Display Cost information

Order Entry: Display profit information Order Entry: Add from Inventory

Order Entry: Add from Price Book Heading Order Entry: Add from Price Book Family

Order Entry: Add from Brand Order Entry: Add from Class

Order Entry: Memo Code-Separate order Order Entry: View Route Number

Order Entry: Special Instructions Order Entry: Add Substitute Items

Order Entry: Warehouse Message Order Entry: Clear Order Quantities

Order Entry: Non-Stock Item Identifier Order Entry: View Price Source

Order Entry: Auto generate orders Order Entry: Price Calculator

Order Entry: Serving Calculator Pending Orders: Delete all pending orders

Item Search: Enhanced Field Search Item Search: search by vendor

Item Search: Search by price book Item Search: Search by price book family

Item Search: View items by item status Item Search: Set default order qty

Item Search: Search Ext Item Descriptions Standard Guide: Category Maintenance

Standard Guide: Add by Class, Category, Family Standard Guide: Add by Quick Add

Custom Guides: Custom Guide Templates Custom Guides: Assign Line Numbers

Custom Guides: Order Guide Maintenance Custom Guides: Clean up items

AR: Restrict Orders for Cust on Credit Hold AR: Customer Payment Procedure

AR: Invoice filter for Paid or Not Paid Bids: View Bid List and pricing

Pickup Requests: Enter Pickup Requests Pickup Request: Use Quick Add to find item

OMSi Planned Enhancements

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OMSi – eCommerce Features

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OMSi – eCommerce Features

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OMSi – Sales Features

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OMSi – Sales Features

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OMSi – Sales Features

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OMSI – Direct Features

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OMSI – Direct Features

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OMSI – Direct Features

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Update from ePoD & DSD Group

May 2018 – April 2019

Joel RobbinsSolution Consultant

John Traynor

President – Traynor’s Bakery Wholesale Ltd.

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From May 2018 – April 2019

• 12 clients (more than 600 routes) purchased DSD & ePoD systems• 10 clients (more than 7,000 routes) went live • 9 clients are implementing systems in the meantime• Total number of routes that are live already since our first release or

in an implementation: More than 8,500• More than 30 new features were developed in ePoD & DSD systems

ePoD & DSD

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Customer Quotes

“We have been partnered with AFS, using them as our DSD/ePoD mobile and host software provider. AFS continues to be on the cutting edge of technology, and their flexible development of the application allows us to remain on the latest revisions of the application, with little to no interruption in the office.”

- Brian Nickila, CFO of Portland French Bakery

“Bon Appetit® has developed a great partnership with AFS Technologies and [appreciates] their dedication [to] supporting our business needs. They have done a great job rolling out our projects to completion, as well as ongoing support. Projects include implementing Order Entry, DSD/ePoD Mobile Software, and EDI810/EDI850. Their staff is wonderful to work with and always a pleasure to talk to. Thank you, AFS!”

- Robert Ramirez, Accounting/IT Manager for Bon Appetit Bakery

“AFS Technologies has been an invaluable business partner, allowing us to rapidly adapt to the constantly changing demands of our distribution business. The environment and services they provide with DSD/ePoD allow route sales representatives to exceed the requirements of our customers and suppliers while providing exceptional tools for our back-office personnel.”

- Hank Harrah, Director of IT from Sunny Florida Dairy

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Customer Experience

John Traynor

President – Traynor’s Bakery Wholesale Ltd.

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THANK YOU!

Q & A

Next Session: ERP Update