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PROACTI CORPORATE OVERVIEW Procurement & Purchase-to-Pay Reduce Cost. Improve Control. Increase Visibility of Spend.

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Page 1: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

PROACTIS� CORPORATE OVERVIEWProcurement & Purchase-to-Pay

Reduce Cost. Improve Control. Increase Visibility of Spend.

Page 2: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

PROACTIS� Highlights • AspecialistinspendcontrolandeProcurement

• Helpingover350organisationsacross70countries-Streamlinethepurchase-to-payprocess-Obtainbestvalueandcontrolinprocurement

• Over2millionsatisfiedlicensedusers

• Rated#1byindustryanalysts

Page 3: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

Those purchases that are a necessary function of keeping your organisation “up and running”, the service costs of keeping your workforce executing for you, and the underlying costs of doing business that seem to eat away at your bottom line?

In addition, are you considering the big picture, looking for process efficiencies, cashable economies of scale and reducing waste and error across the procure-to-pay cycle?

PROACTIS can help you to bring your non-payroll spend under control.

As you start to create this wave of efficiency for your organisation, you

should look to achieve three high-level goals:

• Exploit new savings opportunities

• Take control with a solid financial foundation

• Create transparency and drive accountability

In our experience, these benefits can only be delivered using highly configurable, off-the-shelf solutions that provide a compelling user experience and are fully integrated to your corporate Financial/ERP applications.

Solutions which are fast to deploy, simple to integrate and use...

End-TO-End VIS�IOn fOR S�PEnd COnTROlAre you taking a hard look at how you manage spend?

Page 4: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

Benefits of PROACTIS� • Improvefinancialcontrolandcompliancewithorganisationalpolicies

• Obtainbestvalueforpurchasedgoodsandservices

• Reducecostsintheprocurementprocess

• Improvemanagementvisibility

• Increaseorganisation-wideproductivity

Page 5: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

for financePROACTIS streamlines the day-to-day purchasing processes for employees, managers, and buyers, offering full visibility of the cost pipeline and ensuring compliance with the organisation’s policy and procedures.

PROACTIS solutions allow employees across the organisation to buy the goods and services they need on a routine basis without the need for professional buyers, but always with proper organisational policies and procedures.

PROACTIS provides functional managers at all levels of the organisation with the ability to make better decisions because they have immediate access to information related to purchase requests, budgets, commitments, and the entire cost pipeline.

In addition PROACTIS streamlines the Accounts Payable function while providing better control of payments.

In summary, PROACTIS is a complete spend management platform, from requisition through invoice matching, discrepancy resolution and integration with corporate financials. Additional capabilities for spend visibility, expense management, stores management, purchase cards and document management etc. are also available.

for ProcurementPROACTIS provides purchasing professionals with the tools they need to streamline operations, obtain best value and ensure compliance through effective supplier adoption, evaluation and communication.

Our solutions enable the Procurement department to structure and streamline many of its daily activities, freeing more time to focus on finding premier suppliers, negotiating best value agreements, and maintaining good long-term supplier relationships.

PROACTIS presents a suite of hosted applications that support various aspects of the sourcing and ongoing contract management process, automating supplier transactions and catalogue management across the web, and for managing the buyer/supplier relationship with vendor self-service.

ERP IntegrationPROACTIS is routinely integrated with standard ERP or Financial systems. We offer proven, fully vendor-supported and maintained integration that is parameter driven and user configurable for commonly used systems.

BREAdTH Of CAPABIlITyPROACTIS offers a comprehensive suite of spend control and eProcurement solutions to support the entire procure-to-pay cycle

Page 6: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

Procurement & Purchase-to-Pay S�olutions

S�upplier ManagementBuild relationships for best value procurement

PROACTIS helps Procurement departments build and maintain a strong supplier base by structuring the entire supplier lifecycle – from initial identification through adoption, approval, transacting and analysis.

Purchasingfrom expression of need through to authorised payment

PROACTIS supports the day-to-day purchasing process in a way that ensures compliance with organisational sourcing and authorisation rules, while making it as easy as possible for all employees to buy the goods and services they need.

S�pend AnalysisEnhance your sourcing, budgeting & performance strategies

PROACTIS Spend Analysis offers invaluable intelligence on spending patterns, compliance and performance status to achieve savings opportunities.

Procurement S�olutions

Purchasing S�olutions

Expert S�ervices

Leveraging a highly modular approach, PROACTIS provides the tools organisations need to improve every aspect of the procure-to-pay cycle

Page 7: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

S�ourcing & TendersS�ource for best value procurement

PROACTIS helps organisations to find, evaluate and engage suppliers of goods and services. Cost savings and best value are obtained by improving the effectiveness and transparency of the sourcing process, whilst reducing administrative time and effort.

Invoice Receipt & data Capture Eliminate labour-intensive manual registration of invoices

PROACTIS improves the efficiency and accuracy of handling inbound documents. This includes capturing incoming information and processing it through business work flows quickly and easily.

ImplementationHelping you to achieve your commercial objectives

Our consultants’ knowledge of PROACTIS, and a long experience of its use in the industry, is fundamental to the successful delivery of quality customer solutions.

Contract ManagementRealise full benefit from supplier contracts

PROACTIS helps organisations to increase both the proportions of spend under management and on-contract by supporting all the contract authoring, administration, and compliance needs of your business.

Invoice Matching & ApprovalsS�peed up invoice matching for increased performance

PROACTIS streamlines the invoice matching and approval process to increase productivity and approval turnaround times.

Hosting Allowing your IT team to deliver real business value

PROACTIS Hosting solutions allow customers to control costs and keep to budgets. In addition, to receive consistent monthly IT and software usage costs.

Catalogue ManagementClassify the goods and services your organisation purchases

PROACTIS allows Purchasing professionals to simplify themanagement of catalogues andclassify goods and services that their organisation purchases in a way that makes sense to the accessing organisation.

Expenses Gain control of “after-the -event” purchase claims

PROACTIS makes it as easy as possible for any employee to record and recover “out of pocket” expenses, while ensuring compliance with organisational guidelines.

S�upport S�ervicesOffering you all round expertise to rely on

At PROACTIS we take the quality and responsiveness of our service extremely seriously, as it provides critical insurance for our customers’ implementations.

Page 8: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

PROACTIS� Attributes

• Acomprehensivesuiteofapplicationstosupportallkeyprocesses

• Fullyelectronicprocessestoeliminateinefficiencies

• Intuitivedesigntodrivebroadadoption

• Built-incontrolstoensurecorporatecompliance

PROACTIS� Outcomes

• Deploymentoptionstofitanyorganisation

• Rapidimplementationtospeedresults

• Seamlessintegrationwithexistingsystems

• Flexiblelicensingtodeliveraffordableworld-classsolutions

Page 9: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

PROACTIS concentrates on procurement of the many indirect goods and services used throughout an organisation – a process with very different challenges from procurement of high volume products, raw materials, and components used in manufacturing and distribution.

PROACTIS has an extensive track record of serving the needs of public sector and not-for-profit organisations, service-based companies, and the MRO aspects of industrial companies.

Private S�ectorPROACTIS’ enviable track record includes some of the leading and well known brands as customers and spans across a full range of commercial sectors e.g. HMV, Lloyds, Hoyer, Virgin Active, Bauer, Clifford Chance and CIMA.

Public S�ectorIn the public sector, PROACTIS has over 120 customers managing in excess of £15bn of public sector spend. PROACTIS technology is actively used to transact with over 100,000 unique suppliers and 30,000 contracts under management. Customers include Crown Prosecution Service, Scottish Borders Council, and University of Birmingham.

not-for-ProfitPROACTIS dominates the not- for-profit sector when it comes to spend control and eProcurement solutions. Customers include Amnesty International, NSPCC, Peabody Trust, The Law Society, Sport England, and Trades Union Congress (TUC).

CuS�TOMER TRACk RECORd

Oldcastle Materials Group

• $10bn annual revenue• Integration to 2 ERP

systems• 10,000 PROACTIS users• Single instance across

58 legal entities, 50 US states, 4 Canadian provinces

CB Richard Ellis

• #1 real estate company• Deployment in UK,

roll-out across Europe• £200m facilities spend

for 2,000 properties• Integration to 4 ERPs• 1,000 PROACTIS users

Bristol City Council

• £280m annual spend• Awarded ‘Achievement

in Excellence’ for procurement

• Integrated procure-to-pay

• 3,000 PROACTIS users

RS�PCA

• High profile charity• £50m annual spend• 160 locations• 1,000 PROACTIS users• SaaS/hosted solution

Page 10: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

PROACTIS solutions empower executives to dramatically improve the way their organisation operates by instituting best practices, streamlining business processes, and improving operational controls. For instance:

• PROACTIS enables a cultural change that allows employees across the organisation to buy the goods and services they need on a routine basis without the need for professional buyers, but always within proper organisational policies and procedures.

• PROACTIS provides managers at all levels of the organisation with the ability to make better decisions because they have immediate access to information related to purchase requests, budgets, commitments, and the entire cost pipeline.

• PROACTIS dramatically streamlines the Accounts Payable function while providing supplier self-service and better control of payments.

• PROACTIS enables the Procurement department to structure and streamline day-to-day activities, freeing more time to focus on finding premier suppliers, negotiating best value agreements, and maintaining good long-term supplier relationships. And it provides more information for spend analysis, enabling strategic initiatives such as supplier consolidation.

Used to its fullest advantage, PROACTIS helps organisations to go beyond just automating the way things are done today to establish new, better processes that significantly improve organisational performance and bottom line results.

PROACTIS� –An AGEnT Of CHAnGEPROACTIS offers more than software products and technology expertise

Page 11: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

“ It’s no small feat to establish a single procurement system that enables us to manage thousands of different properties as separate entities. But in doing so, we now have the best spend control system in our business.

We believe PROACTIS is helping us deliver more value to our clients.”

Chief Operating Officer, Asset Management, CB Richard Ellis

Page 12: PROACTIS CORPORATE OVERVIEW - Castleton · transactions and catalogue management across the web, ... Offering you all round expertise to rely on At PROACTIS we take the quality and

European HeadquartersPROACTIS Group LimitedRiverview Court, Castle Gate Wetherby LS22 6LE UK

+44 (0)1937 545 070

north American HeadquartersPROACTIS Inc.913 Elm St. Suite 403 Manchester NH 03101 USA

+1 603 606 1480

[email protected]