periscope holdings - suga sun guard presentation 6-2015
TRANSCRIPT
Creating a Purpose-based Procurement ProcessSUGA – May 19, 2015
© 2015 Periscope Holdings Proprietary and Confidential2
• e-Procurement Market
• BidSync Alliance Partnership
• Overview of BidSync and Source
• Customers
• Integration Discussion
• Case Studies
Agenda
© 2015 Periscope Holdings Proprietary and Confidential3
E-procurement solutions provide professionals with self-service mechanisms for supporting the process steps for buying goods and services.
– Drafting purchase requisitions– Accessing catalog content– Identifying preferred suppliers– Obtaining approval for purchases– Managing spending to a budget– Communicating purchase orders (POs; blanket releases)
to suppliers
e-Procurement Solutions Overview
© 2015 Periscope Holdings Proprietary and Confidential4
• State and local government agencies can't simply buy private-sector procurement solutions, because their functional requirements are fundamentally different from public sector
• The potential rewards for large-scale procurement technology investments in the U.S. state and local government agency market are high
Market Opportunities
© 2015 Periscope Holdings Proprietary and Confidential5
Market Challenges
• Reliance on paper-based procurement methods
• Purchasing Dept has limited power
• Increasing contract workload
• Shrinking budgets
• Antiquated tools and systems
• Retirement and workforce turnover
• Industry regulations compliance
• Demand for greater transparency
“Most agencies must cut costs, but can't afford to make investments that enable cost reduction.” -Gartner Procurement Technology Guide for U.S. State and Local Government Agencies
© 2015 Periscope Holdings Proprietary and Confidential6
Paper Based Semi-auto Automated Collaborative
Capabilities• Notifications• Requisitioning• Contract• Repository
• Supplier• Registration
• e-sourcing• Market/Catalogs• Invoicing• Spend Analytics
• Reverse Auction• Surplus• Collaboration• Lifecycle
Technology• Paper RFx• Manual POS• Lack of Integration
• Paper RFx• Automated POS• Little ERP• Integration
• Sourcing• Automated POS• Some ERP• Integration
• Supplier Pref.• Contract LCM• Auctions• Collaboration• ERP Integration
Focus• Efficiencies • RFx Control
• Competition• Compliance• Spend Visibility
• Partnerships• Spend Savings
Processes• Manual • Manual • Automated • Automated
ROI
© 2015 Periscope Holdings Proprietary and Confidential7
• Ease in addressing compliancy issues
• Address demands to reduce operating costs
• Decrease material costs and aggregation helps save significant $$
• Helps drive best pricing and terms
• Expanded suppliers base increases options and reduces costs
• Improves process for supplier performance management
• Reductions in inventories
• Improve on-contract buying
• Reduce time spent by employees on requisitions
• Reduce paper usage and help with “green” compliance
• Improve audit trails
• Increase procurement transparency and spend visibility
Benefits of an e-Procurement Solution
© 2015 Periscope Holdings Proprietary and Confidential8
SunGard PS / BidSync Alliance
• Increase revenue within the State and Local government space
• Increase targeted market share
• Dedicate more resources to products and services that will continue to differentiate us against key competitors
• Be closer to what factors drive decisions AND secure a long-term position of strength for both BidSync and SunGard
© 2015 Periscope Holdings Proprietary and Confidential9
• Leading provider of bid notification and e-procurement solutions
• Privately held• Headquartered in Austin, TX• 1,000+ e-procurement customers • 800,000+ vendor database• Acquired by Periscope Holdings in 2014
Company Overview
© 2015 Periscope Holdings Proprietary and Confidential11
BidSync Source Customers
Wiley ISD
STATE/LOCAL GOVERNMENT HEALTHCARE EDUCATION
Denton County Transportation Authority
© 2015 Periscope Holdings Proprietary and Confidential12
The BidSync Source Value Proposition
• BidSync Source allows government agencies to
electronically create, manage and award service and
product solicitations to a national database of qualified
vendors.
• BidSync Source helps agencies reduce bid creation time
from weeks to hours and facilitates shorter purchasing
cycles.
• BidSync Source helps agencies make better use of
taxpayer dollars and achieve greater transparency by
reducing acquisition expenses and increasing
operational efficiency.
© 2015 Periscope Holdings Proprietary and Confidential13
Best-in-Class Sourcing
o Pre-bid processo Workflowo Pre-encumbrance
o Vendor supporto Vendor qual’s.o Business profile
Vendor Manageme
nt
o Specification libraryo 800K+ vendor
networko Construction
Source
Request
© 2015 Periscope Holdings Proprietary and Confidential14
• Bid Visibility / Competition / Reduced Costs• Competition ~ 20-30% savings
• Reverse Auctions ~ 5-20% savings
• Limited Resources / Heavy Workloads • Volatile economy
• Improved workflow and processing can save up to 70% on time
• Transparency / Accountability• Manual compile, reconcile and
analysis
• Minimize “maverick” spend
• Policy Standardization / Enforcement• Decentralized procurement with
centralized control
• Go Green / Go Paperless
Key Benefits of BidSync Source
© 2015 Periscope Holdings Proprietary and Confidential15
• Browser-Based
• Accessible by any device with a browser and connectivity
• Simplicity
• Basic web navigation skills; no specialized technical skills required
• Enforce Procurement Policy
• Limit information/accessibility by job function or responsibilities; create
and manage approval workflows
• Public Visibility
• Make opportunities, results, and documents accessible internally and
externally
• Customizable
• Unique customization features can be evaluated to add efficiency and
ease
HOW Can BidSync Source Be Used
© 2015 Periscope Holdings Proprietary and Confidential16
Products
Modules
Services
BidSync Source / SunGard Public Sector
Builder
Plan Holder List
Print Vendor
Source
RFx Evaluation
Reverse Auction
Implementation
Training
Custom Services
Award Scenarios
Vendor Manageme
nt
© 2015 Periscope Holdings Proprietary and Confidential17
Feature Benefits
Database of 800,000 North American Suppliers
Increased bid visibility and competition leading to lower costs (average savings of 20%).
Simple Interface Ensures that the system will be quickly adopted and used by agency users and suppliers.
Electronic Solicitations Much more than a “commodity” bid notification system; it allows secure transmission, storage and analysis of electronic responses.
Self-Service Supplier Management Reduces burden on procurement staff by allowing suppliers to update important information in supplier profile. Customers can collect documents (insurance certificates, W-9s, org charts, etc.) and allow suppliers to apply for agency certifications (MBE, WBE, Local Preference, etc.).
Advanced Analysis and Tabulation Standardize and automate tabulations, reports and other analytic functions.
Ease of Integration Efficient and simple blend of activities with SunGard ERP, other BidSync modules and internal requisition flow.
Differentiating Features and Benefits
© 2015 Periscope Holdings Proprietary and Confidential18
• Administrators
• Control and maintain the system;
typically a procurement
representative
• Primary Agency Users
• Procurement agent / team
(centralized / decentralized)
• Departmental representatives
(decentralized)
• Secondary Agency Users
• Finance – Management, Auditors,
Analysts
• Suppliers and the Public
• Access documents; place offers
WHO Uses BidSync Source
© 2015 Periscope Holdings Proprietary and Confidential19
• Preparation and Research
• Market research, gather specifications, create an accurate
solicitation
• Transactional Procurement Events
• Informal one-time events (discretionary items $5,000 to
$25,000)
• Events >$25,000 require formal competitive sealed bidding
process
• RFP, RFQ, RFP, ITB, etc.
• Solicitation Management
• Manage questions, addendums, timelines, notifications
• Receive and secure supplier offers
• Analysis and Decision Support
• Analysis of supplier responses, reporting, tabulation and
notifications
WHAT Can BidSync Source Do
© 2015 Periscope Holdings Proprietary and Confidential20
• Research and Preparation
• Gather pricing and supplier information, cooperative purchasing
opportunities, market analysis, business case justification and
budgeting
• Solicitation Phase
• Create/respond to solicitations, internal review/approval, distribution
to supplier base, Q&A, tabulation, award and notification
• BAFO/Multi-Round Bidding
• Evaluation of offers, shortlisting and notifications
• Reporting and Fulfillment
• Public information requests, decision justification, public stewardship
WHEN is BidSync Source Used
© 2015 Periscope Holdings Proprietary and Confidential22
SunGard Integration
Contact:Todd E SmithProgram ManagerData and Analytics – SunGuard Public [email protected]
© 2015 Periscope Holdings Proprietary and Confidential23
Successful ERP Integrations
© 2015 Periscope Holdings Proprietary and Confidential24
Case Study
Challenges:Paper-based systemHeavy workload; growthStatic headcountBudget cuts – “Do more with less”
Benefits:Streamlined procurementEnforcement of policyManage 1,000+ vendorsSavings:
Flour: $960k savingsEmployee Insurance: $6m
Customer: Maricopa County, Arizona
Business: 17,000 County Employees
Application: BidSync Source
© 2015 Periscope Holdings Proprietary and Confidential25
Case Study
Challenges:Process across disparate agencies and systemsLarge volume of solicitationsManaging 100,000+ vendors and certifications
Benefits:Processes $88B in spend per yearDecentralized procurement; centralized control/visibility
8,000 users50 + agencies
Shared supplier networkIntegration with state finance and vendor management systems
Customer: State of California
Business: State Government
Application: BidSync SourceCustom work for Contract and Purchase
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