ERP Vendor Update: Distribution

ABOUT THIS REPORT

ERP Vendor Update: Distribution - and the software capabilities information it contains - is compiled by Ultra Consultants from interviews with software company product experts, product documentation and product briefings, independent research and Ultra internal documents. Ultra's Insight is the opinion of our expert consultants, is based on interview with software

company product experts, project experience, sales experience and product knowledge, and is not intended to provide a complete review or comprehensive analysis of the products or companies described. Note: This report covers selected ERP vendors, which were chosen based on solution suitability for the distribution vertical, market presence, and Ultra's most-recent product

information and project experience. Company and product information in this report has been reviewed by the software vendors featured.

TABLE OF CONTENTS

5 BEST PRACTICES FOR ERP VENDOR SELECTION ............................................................................... 1 EXPERT Q&A: LESSONS LEARNED FROM THE PANDEMIC – AND SMART CHANGES TO MAKE ............................................................................................................. 3

ACUMATICA ........................................................................................................................................................ 6 APTEAN ............................................................................................................................................................... 9

EPICOR/PROPHET 21 ....................................................................................................................................... 12 INFOR CLOUDSUITE DISTRIBUTION ............................................................................................................ 15 INFOR CLOUDSUITE DISTRIBUTION ENTERPRISE .................................................................................. 18

MICROSOFT DYNAMICS 365 BUSINESS CENTRAL (STONERIDGE) .......................................................................................................... 21 MICROSOFT DYNAMICS 365 FINANCE & OPERATIONS (ARGANO/ARBELA)......................................................................................... 24

ORACLE CLOUD (TERILLIUM) ....................................................................................................................... 27 ORACLE NETSUITE ........................................................................................................................................... 30

SAGE 3X .............................................................................................................................................................. 33 SAP BUSINESS ONE (VISION33 )................................................................................................................... 36

SAP S/4HANA .................................................................................................................................................... 39 FIVE MISTAKES THAT DERAIL ERP SOFTWARE SELECTION ............................................................... 42 WHY ULTRA ....................................................................................................................................................... 44

Today, in what many are calling "the new now," distributors are challenged like never before: Supply chain networks remain exceptionally complex and unpredictable, competition is tougher every day, and customer expectations are escalating. And, most important (and concerning), margins are slim (and getting slimmer).

It's critically important to do everything that can be done to shave costs, increase revenue and boost profitability. The challenge is identifying the processes and functions where new efficiencies, a couple of pennies and a tenth of a percentage point of improvement can be found. How can your organization get more efficient? The answer: By driving change in virtually

every function. Fix broken business processes. Eliminate workarounds and manual make-dos. Integrate core systems. Optimize purchasing. Maximize warehouse efficiency. Streamline logistics and shipping. Shorten the order cycle. Improve supply chain management. Accelerate invoicing. Enhance cashflow. Upgrade analytics. Enhance transparency and visibility into operations.

To do these things, you need the right ERP solution. But what is the best solution for your organization? That's a difficult question. Because every company is different. Because no company handles any phase of operations the same way. Because business processes are built around the unique requirements of each organization.

Start by asking a different set of questions: What new capabilities does your organization need and want? What problems are you trying to solve? What do you want your core processes to look like? How can new tools enable your organization's digital transformation?

5 BEST PRACTICES FOR ERP VENDOR SELECTION

• Assess the Total Cost of Ownership Whether your company is implementing an ERP system for the first time, or Establish a budget in terms of replacing a legacy implementation, it's implementation and total cost of ownership critically important to make the right (TCO), then ask potential vendors if your

choice. budget and their solution are a fit. We asked our expert consultants to give A solution quote usually includes software us their thoughts on best practices in ERP (subscription or license), first-year support selection for distribution organizations, and implementation consulting. (Additional

and this is what they told us: sites and add-on modules will be extra.) TCO, however, is broader, and takes into 1. Emphasize Industry Experience consideration per-user license costs, training, maintenance, customizations, Focus on distribution industry experience upgrades, internal costs and other fees.

when choosing an ERP vendor, including (and especially) your particular segment. If the system is cloud or software as a Here's why this expertise is important: An service (SaaS), take a hard look at the ERP vendor may have broad distribution Service Level Agreement (SLA) for any experience but may not have deep

hidden costs, such as system enhancements knowledge of the unique needs of your and upgrades. segment. Look at its overall presence in The scale and complexity of most ERP distribution, too. Is its toolset widely used projects make it difficult to get, and stick by companies like yours? to, a fixed price. Be aware that ERP vendors

Ask your potential vendors to tell you that offer a fixed price might exclude how they plan to be a leading solution in necessary work and training. Identify and your marketspace. Evaluate its features note all inclusions and exclusions. and functions to see how well they align 3. Consider Technology Strategy

with the industry's challenges. Read the case studies and success stories provided Know that an ERP solution must fit the by the vendor – they are a good source overall IT strategy of your organization. of insight into how they build solutions And because the IT department plays a key for companies like yours. Ask for the

role in deciding whether an ERP system is product roadmap for your industry feasible, it should determine and provide segment. any technology requirements at the outset. By applying these best practices, your If on-premises ERP systems are a company will better understand the consideration, the IT department will need strengths and weaknesses of potential to have the resources to maintain and ERP vendors. And it will be easier to upgrade the software, as well as be able

narrow down the list and choose a to provide the necessary infrastructure, software solution that will deliver greater servers, databases and security. efficiency, improved visibility and a If the company is going with a cloud- competitive advantage. based system, it's still essential to have the IT department involved in the ERP

vendor selection process. There may be connectivity and integration issues with existing systems, particularly legacy on-

Top 10 ERP

premises systems.

Selection

Put the Vendor Under a Microscope

Criteria

Where will the vendor be in the next five or 10 years? Many niche players have been acquired or merged with other ERP vendors – with both positive and negative results.

• Functional fit

What's important to your company?

• Industry experience

The major ERP vendors offer big, broad solutions that will meet most of your

• Software price, TCO

needs, but come with greater complexity, risk and investment. Specialized vendors

and ROI

offer "smaller" solutions that will meet your industry-specific requirements but may not

• Vendor viability

be as strong in some core functions.

• Implementation

Speak with Real Customers

project considerations

Don't let your ERP vendor get away with

• Technology

giving you a list of hand-picked customer references in a variety of industries.

• Risk

To get the best idea of how a solution will perform for you, ask for references

• Scalability

that have been on the solution for at least a year, are in the same industry as your

• References

company, are roughly the same size, and have similar requirements. Then make

• Post go-live support

the effort to speak with these customers (particularly their ERP professionals) to get their insight, opinion and feedback. Choose one for an on-site visit.

EXPERT Q&A:

LESSONS LEARNED FROM THE PANDEMIC

• AND SMART CHANGES TO MAKE shut down for a period, and manufacturers Many distributors struggled amid the and suppliers in those countries were uncertainty of the COVID-19 pandemic. But unable to provide items that were ordered. that is old news. Obviously, that was a big challenge. Even What's interesting – and important – now though U.S. distributors were back at is to look closely at how distributors work, they experienced significant supply reacted and adapted to a suddenly disruptions domestically and internationally, (and fundamentally) changed business and then ran into secondary problems like environment, determine the lessons learned manufacturing shutdowns, driver shortages, from the unprecedented disruption, and travel restrictions and lockdowns. At some identify the changes forward-looking points it was impossible to get resupplied. companies should make to their business, strategies, processes and technologies to And there was another disruption, too,

prepare for the (inevitable) disruptions to which was not any less significant: Because come. of lockdowns, people were unable or afraid to go anywhere – including the office. Most We asked one of Ultra's experienced distributors rely on their sales team to sell distribution consultants, David Saunders,

products, but salespeople were unable to for insight into the effects and after-effects go out and sell. So, for a lot of distributors, of the pandemic from the distributor's point their sales model was disrupted. And, on of view – and the transformations smart top of that, if they had an on-premises

organizations are making to ensure they're ERP solution, they couldn't access it to get ready to handle the unexpected. Here is an orders into the system. edited version of the conversation: All of this was, well, not at all optimal. Let's start by setting the stage for our Distributors were challenged getting sales

conversation. What were the most orders, and when they could, they struggled significant pandemic-related disruptions getting product to fulfill them. for distributors? How did distributors adapt to those David Saunders (DS): The biggest difficult circumstances? problem distributors encountered was major disruptions to their supply chains.

DS: There's only so much you can do if Distributors couldn't get product from their you can't get product from overseas. For vendors and suppliers, and if they were a distributor, the next option is to source importing anything, some countries were What are distributors doing to what we need locally and domestically and accommodate B2B customers' increasing go with a multi-vendor strategy. But that preference to buy online? presents its own problem: Are we set up to find and utilize multiple sources for the DS: That's a challenge. The trend is that

same or similar product? B2B buyers are becoming more like B2C buyers. It's the "Amazon effect." Many Not all ERP systems, especially older of today's B2B buyers want the Amazon ones, are designed to handle an item with experience. They don't want to talk to or multiple suppliers associated with it. As a

interact with a sales rep. They want to go result, you end up having to manage things online, see all the options, know what's manually, including manually overriding in-stock, place an order, get an email orders. Again, that's not optimal. confirmation, and know when it's going to Setting old-technology issues aside, the

show up on the dock. That's what they're pandemic pushed distributors to reduce used to as consumers, and that's what their risk by finding additional and backup their expectation is when dealing with a sources, and by establishing new supplier distributor in B2B. relationships. It doesn't mean there isn't a role for

The pandemic also created an opportunity salespeople going forward. In fact, there for their purchasing team to step back is a critical role for them. But what they and revisit the products they're sourcing, do needs to be redefined. And companies where they're sourcing them from, and need to transform the service they're

look at alternatives. Their most important providing through their sales team, and questions: How can we create an effective need to change their focus from being supplier strategy and evaluate vendors, order-takers to becoming true partners and so that we know we can always get the product experts who help their customers'

product we need? Which products are businesses be successful. critical to our business? With the worst of the pandemic behind As a workaround to lockdowns, and to us, what are the lessons distributors combat manufacturers bypassing them learned, and how are they adapting their with direct sales, smart distributors shifted

businesses to the new now? their focus to ecommerce – a change that brought in critical revenue and a renewed DS: One of the things we're seeing is that emphasis on their value-add. distributors are wondering what they want to be from a strategic perspective. The The value-add can be speed, product world's changed, and this is not going to be

offering, product knowledge, customer the last disruption. service, customer support, single- source. Sure, customers could go to the What can they do to prepare their manufacturer to get the product. But organizations to be proactive and be able if they go to their distributor, they can to respond and quickly adapt to changes as

choose from a broader offering, they can they come? Do they have the right people, pay one invoice, they can access deep processes and systems in place? product knowledge and, if they have an issue, the distributor is there to resolve it. A How do they compensate for labor distributor is a one-stop shop. And they'll shortages going forward? Who's going to take care of you. fill their open positions? Or are we looking will your technology enable greater agility? at a new dynamic in the marketplace where Are you able to quickly react to unforeseen we rely more on systems to process basic circumstances? sales orders? And labor shortages will only get worse as Is their ERP solution current enough the Baby Boomers continue to leave the

to enable more automation, leverage workforce. Who's filling their jobs? Maybe advanced technologies and accommodate no one. The answer may be increased change? And is their ecommerce solution automation, artificial intelligence (AI) and integrated enough to be efficient, effective machine learning.

and successful? Can they utilize sales order processing technologies to automate the It's important to remember, too, that intake of emailed, PDF and printed orders, disruptions can be something other than and handle invoice and payment, with a pandemic. Tomorrow's disruptions may minimal human interaction?

be technological – artificial intelligence, the Internet of Things (IoT), machine There are a lot of technologies available learning, etc. These are potentially to drive sales, mitigate disruption and tremendously disruptive technologies. eliminate basic, manual, non-value-added And for distributors, success may depend

activities, processes and decisions. But on whether they are ready to leverage the you've got to have a modern ERP to take advantages and opportunities they offer. advantage of them. Today, it's important for distributors to have Many distributors are moving to a cloud- the right systems to manage effectively,

based ERP solution to enable their people operate efficiently and thrive in the future to work remotely. We had a client that went – no matter what happens. It's necessary live on a cloud solution right before the to have the right processes in place to pandemic hit, which was fortunate. Their quickly adapt to marketplace changes. And

first comment was, "I don't know what we it's critical to be able to take advantage of would have done if we hadn't migrated advanced technologies. to a new solution." Their old ERP was a stuck-together, very manual, on-premises solution. And now they're on a modern, cloud-based solution. And they didn't miss

David Saunders is a Senior

a beat in the pandemic. They were lucky

Consultant for Ultra

and smart, with our help.

Consultants, with more than 25 years of experience

What should distributors do to prepare

helping wholesale

for future disruptions? Or how can they

distribution companies

change their business so disruptions are

and manufacturing

not disruptive to their business?

organizations companies leverage modern ERP technologies, optimize their operations and

DS: There is always going to be some sort

accelerate their business processes.

of disruption. Are you prepared? Are you thinking strategically about how to react to them? It's all about evaluating the three core pieces: people, processes and systems. Do you have flexible processes in place, and

KEY ERP SOFTWARE CAPABILITIES COMPARISON: DISTRIBUTION

This capabilities information is compiled by Ultra Consultants from interviews with software company product experts, product documentation and product briefings, independent research and Ultra internal documents.

MICROSOFT MICROSOFT INFOR INFOR DYNAMICS 365 DYNAMICS 365 EPICOR CLOUDSUITE ORACLE CLOUD/ SAP BUSINESS CATEGORY FUNCTIONALITY ACUMATICA APTEAN CLOUDSUITE BUSINESS FINANCE & ORACLE NETSUITE SAGE 3X SAP S/4 HANA /PROPHET 21 DISTRIBUTION TERILLIUM ONE/VISION 33 DISTRIBUTION CENTRAL/ OPERATIONS ENTERPRISE STONERIDGE /ARGANO ARBELA

Customer Management CRM - Pipeline Management Add-On Aptean CRM Core Add-On Add-On Core Core Core Core Core Core Add-On

Customer Management CRM - Marketing Management Add-On Core Core Add-On Add-On Core Core Core Core Core Core Add-On

Customer Management Customer Quotes Add-On Core Core Core Core Core Core Core Core Core Core Core

Customer Management Customer Case Management Add-On Aptean CRM Core Add-On Add-On Core Core Core Core Core Core Add-On

Customer Management Automated Sales Order Processing Add-On Core Core Core Core 3-P Core Core Core Core Core Core

Customer Management Pricing, Rebates and Promotions Core Core Core Core Core Core Core Core Core Core Core Core

Customer Management Customer Returns Core Core Core Core Core Core Core Core Core Core Core Core

Customer Management Omni Channel Support Core Add-On Core Core Core Core Core Core Core Core Core Add-On

Customer Management Point of Sales Support Add-On None Core Core Add-On 3-P Core Core Core 3-P 3-P 3-P

Customer Management Sales Tax Calculation and Reporting Core 3-P Core Core Core Core Core Core Core 3-P 3-P 3-P

eCommerce B2B Customer Portal Core Add-On Add-On Add-On Add-On Core Core Core Core 3-P Add-On Add-On

eCommerce B2C Customer Website Core Add-On Add-On Add-On Add-On 3-P Core Core Core 3-P Add-On Add-On

Field Service Field Service Mobile App Add-On Aptean Field Service Add-On Add-On Add-On Core Core Core 3-P Core Core Add-On

Field Service Field Service Management Add-On Aptean Field Service Add-On Add-On Core Core Core Core 3-P Core Core Add-On

Field Service Warranty Management Add-On Aptean Field Service Add-On Core Core Core 3-P Core Core Core Core Core

Supply Chain Management Qualitative Forecasting 3-P Core Core Core Add-On 3-P 3-P Core Add-On Add-On Core Add-On

Supply Chain Management Demand Planning Core Core Core Core Core Core Core Core Core Core Core Add-On

Supply Chain Management Distribution Resource Planning (DRP) Core Core Core Core Core Core Core Core Core None Corev Add-On

Supply Chain Management Product Costing Methodologies Core Core Core Core Core Core Core Core Core Core Core Core

Supply Chain Management Global Supply Chain Visibility 3-P Core Core Core Core 3-P Core Core Core Core Core Add-On

Procurement Alternative Product Sourcing Core None Core Core Core Core Core Core Core Core Core Core

Procurement Automated Payables Core None Core Core Core Core Core Core Core 3-P Core Core

Procurement Vendor Returns Core None Core Core Core Core Core Core Core Core Core Core

Product Management Product Lifecycle Management (PLM) 3-P Core 3-P 3-P Add-On 3-P Core Core 3-P None 3-P Add-On

Product Data Management (PDM)/Product Information Product Management 3-P Aptean PLM Core 3-P Core 3-P Core Core 3-P Core 3-P Add-On Management (PIM)

Product Management GS1 GDSN Data Synchronization 3-P None Add-On 3-P Core None Core Add-On 3-P 3-P 3-P Add-On

Product Management Product Profitability Core Core Core Core Core Core Core Core Core Core Core Core

Quality Management Serial and/or Lot Control Track-and-Trace Core Core Core Core Core Core Core Core Core Core Core Core

Quality Management Quality Compliance 3-P Aptean PLM Core Add-On Core 3-P Core Core Core Core 3-P Core

Quality Management Non-Conformance Management 3-P None Core Core Core 3-P Core Core Core Core None Add-On

Transportation Management Small Parcel Processing Core Core 3-P Core Core 3-P Core Core Core Core 3-P 3-P

Transportation Management Freight Bill Auditing Core Aptean TMS 3-P 3-P 3-P 3-P Core Core 3-P 3-P 3-P Core

Transportation Management Freight Asset Management None Aptean TMS 3-P 3-P Core 3-P Core Core 3-P 3-P 3-P Core

Transportation Management Routing 3-P 3-P 3-P 3-P Core 3-P 3-P Core Core 3-P 3-P Add-On

Transportation Management Dock scheduling 3-P Aptean TMS 3-P 3-P Add-On 3-P Core Core Add-On Core None Add-On

Transportation Management Yard Management 3-P Aptean TMS 3-P Add-On Add-On 3-P 3-P Core 3-P Core None Add-On

Transportation Management State Gas Tax Settlement None Aptean TMS 3-P 3-P Core 3-P None Core 3-P None None 3-P

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported Add-On Add-On Core Add-On Add-On 3-P Core Core Core Add-On 3-P Core

Warehouse/Inventory Management Real-Time Labor/Order Reporting Core Core Core Add-On Add-On Core 3-P Core Core None Core Add-On

Warehouse/Inventory Management Robust Cycle Counting Core Core Core Core Core Core Core Core Core Core Core Core

Warehouse/Inventory Management Cross-Docking 3-P Core Core Core Core Core Core Core Add-On Core 3-P Add-On

Warehouse/Inventory Management Warehouse Optimization 3-P Core Core Add-On Add-On Core Core Core Add-On Core None Add-On

Integration with Conveyors/Robotics (Whse Execution Warehouse/Inventory Management None None Core Add-On Add-On 3-P 3-P Core Add-On Add-On 3-P Add-On System integration)

Warehouse/Inventory Management ASN Receiving 3-P None Core Core Core 3-P 3-P Core Core 3-P 3-P Core

Warehouse/Inventory Management Directed Putaway and Replenishment 3-P Core Core Add-On Core Core Core Core Core Core 3-P Core

Warehouse/Inventory Management Shelf Life Management Core Core Core Core Core Core Core Core Core Core 3-P Core

Warehouse/Inventory Management Variable/Catch Weight Management 3-P Core Core Core Core 3-P Core Add-On Core None 3-P Core

Warehouse/Inventory Management Task Interleaving Add-On None Core Add-On Add-On 3-P None Core Add-On None 3-P Add-On

Warehouse/Inventory Management Voice Enabled Picking 3-P None None Add-On Add-On 3-P 3-P 3-P Add-On None None Add-On

Warehouse/Inventory Management Put/Pick to Light None None Core 3-P Add-On 3-P 3-P Core Add-On None 3-P Add-On

Warehouse/Inventory Management Value Add Services Core Core Core Core Core 3-P Core None Core None Core Add-On

Warehouse/Inventory Management Kitting and Assembly Core Core Core Core Core Core Core Core Core Core Core Add-On

Ultra's Insight: Distribution-

because the core logic is protected but the business logic is available above the core

Specific and Unique Pricing

logic to be modified. Acumatica is one of the newer players in The warehouse management capability of the distribution ERP space, and it offers a Acumatica is one of the functionalities that cloud solution designed for distribution. drives companies to select Acumatica. With Acumatica is hosted using Amazon Web

it, customers can use mobile devices for Services (AWS), a leader in the industry. warehouse operations such as receiving, Acumatica was first released in 2008 and put-away, picking/packing and shipping, as has been growing rapidly ever since. well as inventory management activities like cycle counting or transfers.

Acumatica focuses on companies with revenues that range between $20 million Acumatica's customers are extremely and $200 million, with some existing loyal – it has a 95% retention rate. And customers that have significantly higher most customers that leave are due to revenues. The number of employees at

acquisitions. Acumatica does not price companies that are good fits for Acumatica on a user license or revenue basis – it is around 200. Many of Acumatica's most prices based on transaction volume, which satisfied customers have come from an is unique to the industry. It does have on-premises software that did not have the

flexibility, however, to do user-based pricing ability to have multiple functions supported. if a customer insists on it. A competitive advantage that Acumatica The majority of Acumatica's customers are has is that its architecture is engineered based in North America, but it has large to support cross-functionality. Another

customers in Southeast Asia, as well as advantage is the ability to allow third some in the United Kingdom, Mexico and parties to develop and modify business South Africa. logic. The design of the ERP allows this

KEY ERP SOFTWARE CAPABILITIES: Acumatica

DEMONSTRATED CATEGORY FUNCTIONALITY CLASSIFICATION INTEGRATIONS

Customer Management CRM - Pipeline Management Add-On

Customer Management CRM - Marketing Management Add-On

Customer Management Customer Quotes Add-On

Customer Management Customer Case Management Add-On

Customer Management Automated Sales Order Processing Add-On

Customer Management Pricing, Rebates and Promotions Core

Customer Management Customer Returns Core

Customer Management Omni Channel Support Core

Customer Management Point of Sales Support Add-On

Customer Management Sales Tax Calculation and Reporting Core

eCommerce B2B Customer Portal Core

eCommerce B2C Customer Website Core

Field Service Field Service Mobile App Add-On

Field Service Field Service Management Add-On

Field Service Warranty Management Add-On

Supply Chain Management Qualitative Forecasting 3-P

Supply Chain Management Demand Planning Core

Supply Chain Management Distribution Resource Planning (DRP) Core

Supply Chain Management Product Costing Methodologies Core

Supply Chain Management Global Supply Chain Visibility 3-P

Procurement Alternative Product Sourcing Core

Procurement Automated Payables Core

Procurement Vendor Returns Core

Product Management Product Lifecycle Management (PLM) 3-P

Product Management Product Data Management (PDM)/Product Information Management (PIM) 3-P

Product Management GS1 GDSN Data Synchronization 3-P

Product Management Product Profitability Core

Quality Management Serial and/or Lot Control Track-and-Trace Core

Quality Management Quality Compliance 3-P

Quality Management Non-Conformance Management 3-P

Transportation Management Small Parcel Processing Core

Transportation Management Freight Bill Auditing Core

Transportation Management Freight Asset Management None

Transportation Management Routing 3-P

Transportation Management Dock scheduling 3-P

Transportation Management Yard Management 3-P

Transportation Management State Gas Tax Settlement None

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported Add-On

Warehouse/Inventory Management Real-Time Labor/Order Reporting Core

Warehouse/Inventory Management Robust Cycle Counting Core

Warehouse/Inventory Management Cross-Docking 3-P

Warehouse/Inventory Management Warehouse Optimization 3-P

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) None

Warehouse/Inventory Management ASN Receiving 3-P

Warehouse/Inventory Management Directed Putaway and Replenishment 3-P

Warehouse/Inventory Management Shelf Life Management Core

Warehouse/Inventory Management Variable/Catch Weight Management 3-P

Warehouse/Inventory Management Task Interleaving Add-On

Warehouse/Inventory Management Voice Enabled Picking 3-P

Warehouse/Inventory Management Put/Pick to Light None

Warehouse/Inventory Management Value Add Services Core

Warehouse/Inventory Management Kitting and Assembly Core

Customers by Industry

25% Manufacturing 22% Construction 22% General Business 20% Distribution 6% Field Service 5% Retail Commerce

Targeted Distribution Verticals

• Auto Parts • Cosmetics • Electronics and Computer Systems • Industrial Parts • Medical Supplies • Packaging and Packaging supplies

Distribution Customers

• AFF Group • Bluefin Collectibles • Consolidated West • Korpack • Tayse Rugs

Acumatica's Pitch

Acumatica provides a complete suite of distribution applications to boost sales, automate warehouse operations, optimize inventory and streamline purchasing. Last-mile features such as matrix items, inventory allocations, warehouse management, advanced wave and batch picking, up-sell, cross-sell, item

substitutions, paperless directed picking, lot and serial tracking, kitting, and requisitions simplify item and inventory management. Acumatica Cloud ERP provides the best business and industry management solution for transforming your distribution business to thrive in the new digital economy. Built

on a future-proof platform with an open architecture for modern technologies, rapid integrations, scalability and ease of use, Acumatica delivers unparalleled value to small and midmarket distributors.

Deployment Options

ON-PREMISES SINGLE-TENANT MULTI-TENANT

Profile

Acumatica (acumatica.com), founded in 2008, is a technology provider that develops cloud- and browser-based enterprise resource planning (ERP) software for small and medium-sized businesses. The company is headquartered in Bellevue, Wash., USA. Acumatica is owned by EQT Partners, which also owns IFS – combination the firm hails as a "global

cloud ERP powerhouse."

Ultra's Insight: Built for

and/or 10 to 250 concurrent users. Its target market includes customers that have

Distribution and Its Needs

design teams – not manufacturers per se but companies that source product from Aptean Distribution ERP is one of several Asia (long lead times). Generally, they are Aptean solutions that are purpose-built not fast-moving consumer product goods for specific industries. Roughly 55% of distributors, (i.e., home goods) and include

the company's revenues are generated in value-added services such as light assembly North America, 44% from Europe and the and light kitting. remaining 1% from the rest of the world. Each solution is supported by experts who Aptean Distribution ERP has over 400 come out of industry. customers based in the United States,

United Kingdom and EMEA. Two-thirds of The company differentiates itself from other their customers are implemented on the software vendors by its focus on delivering cloud solution. While available both as on- mission-critical, industry-specific software. premises and SaaS, single-tenant solutions,

While each Aptean solution is a different over the last three to four years the SaaS core ERP solution, there are a series of has been the primary option. advanced modules that are available for integration to any of the ERP solutions. Key differentiators include embedded EDI, These modules include Warehouse

chargeback management, profitability Management, Transportation Management, scorecards and long lead time forecasting. ePayments and eCommerce, Sales & The profitability scorecards are a module Customer Management, Electronic Data around profitability that includes calculating Interface (EDI), Manufacturing Execution,

royalties, chargebacks, allowances, Enterprise Asset Management, Product commissions, EDI and special handling. Lifecycle Management. Aptean also strives to provide a complete solution for distribution customers such Aptean Distribution ERP customers that they don't need to utilize third-party typically are mid-market consumer goods

solutions. importers and distributors with revenues ranging from $10 million to $300 million

KEY ERP SOFTWARE CAPABILITIES: Aptean Distribution ERP

Customer Management CRM - Pipeline Management Aptean CRM

Customer Management CRM - Marketing Management Core

Customer Management Customer Quotes Core

Customer Management Customer Case Management Aptean CRM

Customer Management Automated Sales Order Processing Core

Customer Management Customer Returns Core

Customer Management Omni Channel Support Add-On Aptean EDI, Aptean eCommerce

Customer Management Point of Sales Support None

Customer Management Sales Tax Calculation and Reporting 3-P AvaTax

eCommerce B2B Customer Portal Add-On Aptean eCommerce

eCommerce B2C Customer Website Add-On Aptean eCommerce

Field Service Field Service Mobile App Aptean Field Service

Field Service Field Service Management Aptean Field Service

Field Service Warranty Management Aptean Field Service

Supply Chain Management Qualitative Forecasting Core

Supply Chain Management Demand Planning Core

Supply Chain Management Global Supply Chain Visibility Core

Procurement Alternative Product Sourcing None

Procurement Automated Payables None

Procurement Vendor Returns None

Product Management Product Lifecycle Management (PLM) Core

Product Management Product Data Management (PDM)/Product Information Management (PIM) Aptean PLM

Product Management GS1 GDSN Data Synchronization None

Product Management Product Profitability Core

Quality Management Quality Compliance Aptean PLM

Quality Management Non-Conformance Management None

Transportation Management Freight Bill Auditing Aptean TMS

Transportation Management Freight Asset Management Aptean TMS

Transportation Management Routing 3-P Omnitracs Roadnet

Transportation Management Dock scheduling Aptean TMS

Transportation Management Yard Management Aptean TMS

Transportation Management State Gas Tax Settlement Aptean TMS

Warehouse/Inventory Management Cross-Docking Core

Warehouse/Inventory Management Warehouse Optimization Core

Warehouse/Inventory Management ASN Receiving None

Warehouse/Inventory Management Directed Putaway and Replenishment Core

Warehouse/Inventory Management Variable/Catch Weight Management Core

Warehouse/Inventory Management Task Interleaving None

Warehouse/Inventory Management Voice Enabled Picking None

Warehouse/Inventory Management Put/Pick to Light None

Customers by Industry

Aptean's Pitch

Aptean Distribution ERP is cloud- enabled software designed to handle everything consumer goods importers and distributors need to efficiently run and grow their business without costly and

Data not provided

complicated customizations or integrations. It enables enterprise-wide visibility and agility, improved operational processes, performance and profitability. The platform is built with industry-specific functionality to fulfill core functions out-of-the-box, such as embedded EDI,

Targeted Distribution Verticals

chargeback management and forecasting tools, while ensuring the entire business Consumer Goods: is using real-time data to streamline and • Fashion optimize their full supply chain. The solution • Food & Beverage is scalable to expand to accommodate • Furniture/Home Décor/Furnishings growth with a dedicated team of consumer

• Giftware goods specialists for support. • Housewares • Toys/Crafts/Hobby • Wine & Spirits

Deployment Options Distribution Customers

(Data not provided)

ON-PREMISES SINGLE-TENANT MULTI-TENANT

Profile

Aptean (aptean.com) is headquartered in Alpharetta, Ga., USA. A $360 million global provider of industry-specific enterprise software, the company serves 10,000 customers and provides niche solutions for process and discrete manufacturers and distributors.

Ultra's Insight: Strong Platform

Epicor's strategy for Prophet 21 over the last 50 years is to provide a "fit for

for Durable Goods Distributors

purpose" approach to its ideal market. This has led to Prophet 21 providing a great With Prophet 21, Epicor provides an option depth and width of functionality in its core that supports all durable goods distributors offering to durable goods distributors. It and has some support for sub-verticals has allowed Epicor to dive deeply into the

within distribution. functionality required by the sub-verticals The majority of Prophet 21's small or in this marketing arena. As a result, it may mid-market distributors are based in not be the best option for food & beverage North America and the United Kingdom. or apparel distribution sub-verticals. For

Epicor supports country localizations durable goods, it does have some features and languages for the countries in which that support light manufacturing, like its customers have locations. Its current kitting, assembly and bill of materials. base of support also is spurring growth in Epicor Prophet 21 also has a number of

Australia/New Zealand and Mexico. complimentary products for which it Prophet 21 began as an on-premises has pre-built integrations. These include solution, and the company still provides Epicor Commerce Connect to Magento for support for this model. However, the eCommerce, a service and maintenance

product is making a shift to a Microsoft module from Epicor, shipping integration with Azure cloud-based software solution on Quickship, document management support one common database. through DocStar, and EDI functionality. Epicor also has a unique offering in the One of Prophet 21's strengths as a platform

cloud technology space: a solution called is that it provides both software and "dedicated tenant." Customers share the services. It has professional services and network infrastructure and the application, support teams dedicated to Prophet 21. but each client has a dedicated database. They work closely with customers to learn

This is an attractive option for customers their unique requirements. Through the use concerned about the safety and security of their extensibility tool set, Epicor allows of their data, particularly those that are users to define their unique data fields, use involved with governmental contracts. rules to define business logic, and integrate

through full API access across the product. Epicor is seeing 40 to 50 existing customers switch to the cloud each year. Prophet 21 prides itself on a portal its Upgrades occur every six months. Epicor customers use to share and vote on ideas tries to push out upgrades in the cloud for functionality improvements. It also has

environment to customers within 120 days advisory councils created for each sub- of the release. vertical, and seeks out membership from their customers' C-level to provide strategic input.

KEY ERP SOFTWARE CAPABILITIES: Epicor Prophet 21

Customer Management CRM - Pipeline Management Core

Customer Management CRM - Marketing Management Core

Customer Management Customer Quotes Core

Customer Management Customer Case Management Core

Customer Management Customer Returns Core

Customer Management Omni Channel Support Core

Customer Management Point of Sales Support Core

Customer Management Sales Tax Calculation and Reporting Core 3P Avalara for more automation

eCommerce B2B Customer Portal Add-On

eCommerce B2C Customer Website Add-On

Field Service Field Service Mobile App Add-On

Field Service Field Service Management Add-On

Field Service Warranty Management Add-On

Supply Chain Management Qualitative Forecasting Core

Supply Chain Management Demand Planning Core

Procurement Alternative Product Sourcing Core

Procurement Automated Payables Core

Procurement Vendor Returns Core

Product Management Product Data Management (PDM)/Product Information Management (PIM) Core

Product Management GS1 GDSN Data Synchronization Add-On

Product Management Product Profitability Core

Quality Management Quality Compliance Core

Quality Management Non-Conformance Management Core

Transportation Management Small Parcel Processing 3-P Roadnet

Transportation Management Freight Bill Auditing 3-P Roadnet

Transportation Management Freight Asset Management 3-P Roadnet

Transportation Management Routing 3-P Roadnet

Transportation Management Dock scheduling 3-P Roadnet

Transportation Management Yard Management 3-P Roadnet

Transportation Management State Gas Tax Settlement 3-P Roadnet

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported Core

Warehouse/Inventory Management Cross-Docking Core

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) Core

Warehouse/Inventory Management ASN Receiving Core

Warehouse/Inventory Management Task Interleaving Core

Warehouse/Inventory Management Put/Pick to Light Core

CloudSuite™ Distribution

Ultra's Insight: Experience

CloudSuite Distribution is a cloud- based, multi-tenant ERP solution

Enables Rapid Deployment

purpose built for wholesale distributors. CloudSuite Distribution delivers industry- Infor provides global solutions that specific capabilities without extensive support 65,000 customers in 175 countries. customizations or integrations by combining It's distribution-focused solutions are the cloud platform built on infrastructure

implemented at 4,000 customers and are services from Amazon Web Services (AWS) implemented in the top nine electrical and OS. Over recent years, CloudSuite distributors and the top nine building Distribution has focused on continually materials distributors. improving the customer experience and This solution is backed up by 30-plus

leveraging new technologies such as artificial years of distribution industry experience. intelligence and machine learning. And this experience is manifested in its Via InforOS, Infor's technology framework, implementation accelerators that help companies can seamlessly integrate businesses get up and running quickly

CloudSuite Distribution with other Infor- with pre-configured distribution business and non-Infor-based systems. Organizations processes and data models, user-defined can integrate and manage data and home pages and distribution-specific information workflow, no matter where the training. Users can be productive faster,

data resides or what application created operate smarter and take advantage of it. Companies can even use InforOS's efficient process flows. extensibility technology to customize Infor's CloudSuite Distribution (formerly CloudSuite Distribution's functionality and SX.e) is effectively a scaled down version of

user interface. In addition to the core ERP Infor's CloudSuite Distribution Enterprise. solution, CloudSuite Distribution provides Cloudsuite Distribution targets companies predefined integrations with Infor's Total with annual revenues less than $250M, and Warehouse Logistics, Service Management with operations primarily in North America

and Storeroom Suite add-ons, as well as and the UK. integrations to Infor WMS, Infor Rhythm for Commerce, Infor CRM and Infor CPQ.

KEY ERP SOFTWARE CAPABILITIES: Infor CloudSuite Distribution

Customer Management CRM - Pipeline Management Add-On Infor CRM

Customer Management CRM - Marketing Management Add-On Infor CRM

Customer Management Customer Quotes Core

Customer Management Customer Case Management Add-On Infor CRM

Customer Management Customer Returns Core

Customer Management Omni Channel Support Core

Customer Management Point of Sales Support Core

eCommerce B2B Customer Portal Add-On Infor Rhythm

eCommerce B2C Customer Website Add-On Infor Rhythm

Field Service Field Service Mobile App Add-On Infor Service Management

Field Service Field Service Management Add-On Infor Service Management

Field Service Warranty Management Core

Supply Chain Management Qualitative Forecasting Core

Supply Chain Management Demand Planning Core

Procurement Alternative Product Sourcing Core

Procurement Automated Payables Core

Procurement Vendor Returns Core

Product Management Product Lifecycle Management (PLM) 3-P Infor Product Lifecycle Management

Product Management Product Data Management (PDM)/Product Information Management (PIM) 3-P Infor Product Lifecycle Management

Product Management GS1 GDSN Data Synchronization 3-P Infor Product Lifecycle Management

Product Management Product Profitability Core

Quality Management Quality Compliance Add-On Infor WMS

Quality Management Non-Conformance Management Core

Transportation Management Freight Bill Auditing 3-P Multiple

Transportation Management Freight Asset Management 3-P Multiple

Transportation Management Routing 3-P DQ Technologies

Transportation Management Dock scheduling 3-P DQ Technologies

Transportation Management Yard Management Add-On Infor WMS

Transportation Management State Gas Tax Settlement 3-P DQ Technologies

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported Add-On Infor WMS

Warehouse/Inventory Management Real-Time Labor/Order Reporting Add-On Infor WMS

Warehouse/Inventory Management Cross-Docking Core

Warehouse/Inventory Management Warehouse Optimization Add-On Infor WMS

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) Add-On Infor WMS

Warehouse/Inventory Management ASN Receiving Core

Warehouse/Inventory Management Directed Putaway and Replenishment Add-On Infor WMS

Warehouse/Inventory Management Task Interleaving Add-On Infor WMS

Warehouse/Inventory Management Voice Enabled Picking Add-On Infor WMS

Warehouse/Inventory Management Put/Pick to Light 3-P Inegration/Multiple

Distribution Customers by Industry

Infor's Pitch

CloudSuite Distribution is built specifically for the needs of small- to medium-size

44% Professional Trades

wholesale distributors. It's a comprehensive

29% Industrial 9% Other

enterprise solution that weaves innovation

7% Automotive Parts

into core competencies to help you better

4% Recreational Goods 3% Janitorial/Sanitation

serve customers, outpace the competition

3% Paper/Office Supplies

and expand profitability. You can optimize

1% Medical

every facet of your operations from sales, omni-channel engagement, inventory and warehousing, to financials, value-add services and more. Infor solutions can help

Targeted Distribution Verticals

you accelerate the pace of business by • Automotive managing transactions with unparalleled • Building Materials visibility across the enterprise, allowing for • Electrical better informed and faster decision-making. • HVAC/Plumbing • Industrial • Medical

Deployment Options

• Paper/Office Supplies ON-PREMISES SINGLE-TENANT MULTI-TENANT

Distribution Customers Profile

• A&M Supply • Alloy Fasteners, Inc. Infor (infor.com), headquartered in New • Doverco Inc. York, N.Y., USA, brought in $3.2 billion in • Electrical Terminal Services revenue in 2019 and, with 67,000 customer • Headwater Companies organizations worldwide, is a leader in • Midwest Wheel industry-specific cloud software products.
• Northwest Pump & Equipment The company has 140 offices across 44 • Turf Care Products Canada countries and 17,000 employees. In 2020, Infor was acquired by Koch Industries.

CloudSuite™ Distribution Enterprise

Ultra's Insight: Fast Time-to-

Infor M3 differentiates itself from the competition in several ways. First, M3 has a

Value, Low Risk Solution

faster time-to-value because it offers pre- configured best-in-class industry-specific Infor CloudSuite Distribution Enterprise, solutions. This allows the implementation also known as Infor M3, is a Tier 1 cloud- team to deploy the solution faster based enterprise software solution with lower risk to the client. Another

designed specifically for wholesale differentiator is the data that M3 can distribution. It is engineered to be a solution provide. This allows businesses to better that works around the globe, with 31 leverage business intelligence, analytics and languages available and 64 localizations. data science to make informed decisions

Infor has been in the distribution industry and react faster – and utilize its "Coleman" for 30 years, and the three primary AI tool. Infor M3 also has a fully integrated distribution micro-verticals that M3 thrives advanced Warehouse Management System in are industrial supplies, professional trade as an option to any distributor with

supplies and food & beverage supplies. complex warehouse requirements. However, M3 is not just for distribution Infor M3 is always advancing and improving companies – it fits well for manufacturers as its solution. There is transparency with the well. product roadmap and what enhancements Infor M3 is targeted to companies with

to the solution are expected. The revenues of $75 million and going into the enhancements are rolled out monthly, which multi-billions. There are always exceptions is on a much faster cadence then most ERP to the revenue ranges, but this range providers. This allows companies to get the contains companies with the complexity

benefits of enhancements faster. Infor M3 is and business requirements that are well- adding new capabilities, new countries, and suited to M3. Infor M3 is delivered as a a new user experience as it serves its 4,000 multi-tenant cloud solution using Amazon distribution customers and guides them Web Services (AWS).

into the future.

KEY ERP SOFTWARE CAPABILITIES: Infor CloudSuite

CATEGORY FUNCTIONALITY

Customer Management CRM - Pipeline Management

Customer Management CRM - Marketing Management

Customer Management Customer Quotes

Customer Management Customer Case Management

Customer Management Automated Sales Order Processing

Customer Management Pricing, Rebates and Promotions

Customer Management Customer Returns

Customer Management Omni Channel Support

Customer Management Point of Sales Support

Customer Management Sales Tax Calculation and Reporting

eCommerce B2B Customer Portal

eCommerce B2C Customer Website

Field Service Field Service Mobile App

Field Service Field Service Management

Field Service Warranty Management

Supply Chain Management Qualitative Forecasting

Supply Chain Management Demand Planning

Supply Chain Management Distribution Resource Planning (DRP)

Supply Chain Management Product Costing Methodologies

Supply Chain Management Global Supply Chain Visibility

Procurement Alternative Product Sourcing

Procurement Automated Payables

Procurement Vendor Returns

Product Management Product Lifecycle Management (PLM)

Product Management Product Data Management (PDM)/Product Information Management (PIM)

Product Management GS1 GDSN Data Synchronization

Product Management Product Profitability

Quality Management Serial and/or Lot Control Track-and-Trace

Quality Management Quality Compliance

Quality Management Non-Conformance Management

Transportation Management Small Parcel Processing

Transportation Management Freight Bill Auditing

Transportation Management Freight Asset Management

Transportation Management Routing

Transportation Management Dock scheduling

Transportation Management Yard Management

Transportation Management State Gas Tax Settlement

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported

Warehouse/Inventory Management Real-Time Labor/Order Reporting

Warehouse/Inventory Management Robust Cycle Counting

Warehouse/Inventory Management Cross-Docking

Warehouse/Inventory Management Warehouse Optimization

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration)

Warehouse/Inventory Management ASN Receiving

Warehouse/Inventory Management Directed Putaway and Replenishment

Warehouse/Inventory Management Shelf Life Management

Warehouse/Inventory Management Variable/Catch Weight Management

Warehouse/Inventory Management Task Interleaving

Warehouse/Inventory Management Voice Enabled Picking

Warehouse/Inventory Management Put/Pick to Light

Warehouse/Inventory Management Value Add Services

Warehouse/Inventory Management Kitting and Assembly

e Distribution Enterprise

DEMONSTRATED CLASSIFICATION INTEGRATIONS

Add-On Infor Customer Lifecycle Mgmt

Add-On Infor Customer Lifecycle Mgmt

Core

Add-On Infor Customer Lifecycle Mgmt

Core

Core

Core

Core

Add-On Infor Sales Hub

Core

Add-On Infor Rhythm for eComm

Add-On Infor Rhythm for eComm

Add-On Infor Mobile Field Service

Core

Core

Add-On Infor DMP and more

Core

Core

Core

Core

Core

Core

Core

Add-On Infor PLM

Core

Core

Core

Core

Core

Core

Core

3-P Soon to come Infor TMS

Core

Core

Add-On Infor WMS

Add-On Infor WMS/YMS

Core

Add-On Infor Factory Track

Add-On Infor WMS

Core

Core

Add-On Infor WMS

Add-On Infor WMS

Core

Core

Core

Core

Add-On Infor WMS

Add-On Infor WMS

Add-On Infor WMS

Core

Core

Distribution Customers by Industry

Infor's Pitch

CloudSuite Distribution Enterprise is an industry-leading ERP solution for wholesale

32% Professional Trades 16% Food & Beverage

distributors. It's built with capabilities

11% Industrial

designed specifically for the wholesale

13% Other 7% Automotive Parts

distribution industry. The solution provides

7% Janitorial/Sanitation

an exceptional user experience and

6% Recreational Goods 4% Paper/Office Supplies

powerful analytics in a multi-company,

4% Medical

multi-country and multi-site environment. This innovative, digital platform in the cloud enables distributors to continuously adopt new technologies and industry-specific

Targeted Distribution Verticals

capabilities. • Automotive • Building Materials • Electrical

Deployment Options

• Food & Beverage • Industrial • Janitorial/Sanitation ON-PREMISES SINGLE-TENANT MULTI-TENANT
• Medical • Plumbing/HVAC

Profile Distribution Customers

Infor (infor.com), headquartered in New York, N.Y., USA, brought in $3.2 billion in • Atalanta Corporation revenue in 2019 and, with 67,000 customer • Bargreen-Ellingson, Inc. organizations worldwide, is a leader in • EMCO Corporation industry-specific cloud software products. • Fetim Group The company has 140 offices across 44

• Hilco Vision countries and 17,000 employees. In 2020, • Oldcastle APG, Inc. Infor was acquired by Koch Industries. • Sutton Tools • Vallen Asia

Ultra's Insight: Familiar Feel,

Business Central customers with the ability to purchase 1,500 third-party apps from

Powerful SMB Toolset

AppSource. On average, a Business Central Customer use two to five third-party apps Business Central is an ERP solution that to supplement the functionality of their is well suited for small and medium-sized initial implementation of the product. companies. The software is designed to Many of the apps are developed to directly

allow customers who have outgrown an support the sub-verticals for various entry-level ERP or home-grown solution industries, including distribution. from both a process and software perspective. Based on the Microsoft NAV Business Central also has one of the more on-premises software, Business Central

straight-forward pricing models, making it takes advantage of a mature code set, easier to understand the cost of ownership. while providing its customers the support Business Central is not purchased directly and maintenance advantages of a cloud from Microsoft. Instead, customers go environment. through a reseller that usually is contracted to

support the implementation of the software. Another strength of Business Central is its use of the Microsoft architectural stack, The reseller that we spoke to for this which includes the integration to the Power report was Stoneridge Software. Although Platform and Office 365 products, with Business Central has multi-national

single sign-on access to all products. The capability, Stoneridge is focused on small common look and feel of the Business and medium-sized customers whose Central software with Office 365 reduces the headquarters are in North America and length of the learning curve for most users. with under 50 locations. The firm is

branching out into the international arena. Use of the Microsoft stack also provides Stoneridge brings a strong implementation the flexibility to third-party providers to methodology to a client's project, and has enhance Business Central's capabilities a dedicated client services team to support without risk of upgrade issues. Microsoft

Business Central after implementation. certifies third-party software to ensure that it runs with Business Central and provides

KEY ERP SOFTWARE CAPABILITIES: Microsoft Dynamics 365 Business Central

Customer Management CRM - Pipeline Management Core Dynamics 365 Sales Customer Management CRM - Marketing Management Core Dynamics 365 Marketing Customer Management Customer Quotes Core Dynamics 365 Sales or Business Central Customer Management Customer Case Management Core Dynamics 365 Customer Service Customer Management Automated Sales Order Processing 3-P Customer Management Pricing, Rebates and Promotions Core Customer Management Customer Returns Core Customer Management Omni Channel Support Core Dynamics 365 Omnichannel Customer Management Point of Sales Support 3-P Customer Management Sales Tax Calculation and Reporting Core

eCommerce B2B Customer Portal Core Dynamics 365 Integration to many ecommerce eCommerce B2C Customer Website 3-P platforms

Field Service Field Service Mobile App Core Dynamics 365 Field Service

Field Service Field Service Management Core Dynamics 365 Field Service

Dynamics 365 Field Service or Field Service Warranty Management Core Business Central

Supply Chain Management Qualitative Forecasting 3-P

Supply Chain Management Demand Planning Core

Procurement Alternative Product Sourcing Core

Procurement Automated Payables Core

Procurement Vendor Returns Core

Product Management GS1 GDSN Data Synchronization None Customization

Product Management Product Profitability Core

Quality Management Quality Compliance 3-P

Quality Management Non-Conformance Management 3-P

Transportation Management Small Parcel Processing 3-P

Transportation Management Freight Bill Auditing 3-P

Transportation Management Freight Asset Management 3-P

Transportation Management Routing 3-P

Transportation Management Dock scheduling 3-P

Transportation Management Yard Management 3-P

Transportation Management State Gas Tax Settlement 3-P

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported 3-P

Warehouse/Inventory Management Cross-Docking Core

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) 3-P

Warehouse/Inventory Management ASN Receiving 3-P

Warehouse/Inventory Management Task Interleaving 3-P

Warehouse/Inventory Management Put/Pick to Light 3-P

Warehouse/Inventory Management Value Add Services 3-P

Ultra's Insight: Big Platform

in Microsoft technologies, and is an Inner Circle Partner representing the top 2%

and Broad Functionality

of global Microsoft Dynamics partners. It has been delivering strategic consulting Microsoft is the largest software company services for more than 15 years, with in the world, and thus provides a stable 100-plus implementations to 26,000- company with a sizeable research plus Dynamics 365 client users. Its

and development budget. In the ERP sweet spot are customers with revenues environment, Microsoft strives to provide between $200M to $2B and 200 to 2,000 85% to 90% of functionality in its core employees. product, and then relies on its business partners and ISVs to provide the remaining, With deep experience in Microsoft

industry-specific functionality. Dynamics 365 Supply Chain Management, Microsoft solutions, and its own custom Microsoft Dynamics 365's strength lies in extensions, Argano helps transform its ability to offer a comprehensive set of distribution companies by modernizing and functionalities including robust warehouse

automating distribution center operations, and transportation management and utilizing the power of IoT to capture more eCommerce solutions. actionable data, empowering clients with a Argano is a Microsoft Gold Certified 24/7/365, 360-degree view of every step in Partner across multiple areas of business

their supply chain.

KEY ERP SOFTWARE CAPABILITIES: Microsoft Dynamics 365 Finance & Operations

Customer Management CRM - Pipeline Management Core

Customer Management CRM - Marketing Management Core

Customer Management Customer Quotes Core

Customer Management Customer Case Management Core

Customer Management Customer Returns Core

Customer Management Omni Channel Support Core

Customer Management Point of Sales Support Core

eCommerce B2B Customer Portal Core

eCommerce B2C Customer Website Core

Field Service Field Service Mobile App Core

Field Service Field Service Management Core

Field Service Warranty Management 3-P

Supply Chain Management Qualitative Forecasting 3-P

Supply Chain Management Demand Planning Core

Procurement Alternative Product Sourcing Core

Procurement Automated Payables Core

Procurement Vendor Returns Core

Product Management GS1 GDSN Data Synchronization Core

Product Management Product Profitability Core

Quality Management Quality Compliance Core

Quality Management Non-Conformance Management Core

Transportation Management Freight Bill Auditing Core

Transportation Management Freight Asset Management Core

Transportation Management Routing 3-P

Transportation Management Dock scheduling Core

Transportation Management Yard Management 3-P

Warehouse/Inventory Management Real-Time Labor/Order Reporting 3-P

Warehouse/Inventory Management Cross-Docking Core

Warehouse/Inventory Management ASN Receiving 3-P

Warehouse/Inventory Management Task Interleaving None

Warehouse/Inventory Management Put/Pick to Light 3-P

Customers by Industry

As a global consulting firm and top Microsoft partner, our team of experienced consultants provide strategic guidance, implementation services, support, and managed services. We deliver industry 55% Distribution

solutions that help our clients innovate by

45% Other

leveraging Microsoft Dynamics 365, ERP, CRM, business intelligence and advanced analytics, Microsoft Power Platform, and related cloud services.

Targeted Distribution Verticals Deployment Options

• Consumer Packaged Goods • Retail Distribution • Wholesale Distribution ON-PREMISES SINGLE-TENANT MULTI-TENANT

Distribution Customers Microsoft Profile

• Anaergia • Copper State Microsoft (microsoft.com) is headquartered • FBM (Foundation Building Materials) in Redmond, Wash., USA, and was founded • JMP in 1975. In FY 2020, the company had • Magpul $143.0 billion in revenue and 175,500 • McWane employees worldwide. It is the world's • Nexgrill largest software company. Its Microsoft

Dynamics 365 enterprise resource planning (ERP) product line contains a long list

Argano's Microsoft Pitch

of applications, including Dynamics 365 Argano Technologies/Arbela combines Business Central, which is designed for industry expertise, best practices, and a small and medium-sized businesses. proven, outcome-driven approach to ignite business growth for distribution and alike organizations worldwide. Through strategic

Argano Profile

alignment of people, processes, data, Argano Technologies (argano.com) and technology, we enable our clients to acquired Arbela in June 2021. Arbela is a accelerate their business by building a more global consulting firm, a top-rated Microsoft resilient supply chain, optimizing operations, Gold Certified Partner, and an experienced

and improving the customer experience. Microsoft Dynamics 365 implementor. Headquartered in Irvine, Calif., USA, the firm has U.S. offices in Atlanta and Dallas, as well as offices in the United Kingdom, Ukraine and Denmark.

Ultra's Insight: Smart Choice for

solution never has gaps in functionality or issues with flexibility. Recently, new

Complex Environments

functionality was rolled out that leverages machine learning technology to help Oracle Cloud is Oracle's ERP solution identify accurate ETAs on shipments. focused on customers with revenues The TMS solution also includes logistics $200 million and above. It has found that modeling and strategic network

its best clients are embarking on major optimization functionality. IoT is already transformations – and often the bigger integrated with both WMS and TMS. the client, the more complex environment, the better the fit. Oracle Cloud is a single- Terillium, an Oracle Platinum Partner, tenant solution built in such a way that all

specializes in helping businesses implement the modules can operate independently, state-of-the-art technology solutions integrate seamlessly or plug-and-play with including Oracle Cloud, Oracle NetSuite best-in-class solutions. and Oracle JDEdwards. It has helped more than 700 businesses in the United States

Oracle's Warehouse Management System as a trusted advisor and ERP consulting (WMS), formerly LogFire, maintains partner. It has 200-plus employees in the high availability, and is easily scalable. United States who average 16 years of ERP Its functionality is appropriate for pure experience. In addition to being a Cloud

distributors, 3PL operations, retailers and Excellence Implementer for Oracle Cloud, manufacturers with heavy distribution Terillium provides managed services and requirements. cloud migrations. In our client software selections, Oracle's Transportation Management System (TMS)

KEY ERP SOFTWARE CAPABILITIES: Oracle Cloud

Customer Management CRM - Pipeline Management Core

Customer Management CRM - Marketing Management Core

Customer Management Customer Quotes Core

Customer Management Customer Case Management Core

Customer Management Customer Returns Core

Customer Management Omni Channel Support Core

Customer Management Point of Sales Support Core Oracle Commerce Cloud, Oracle Micros

Customer Management Sales Tax Calculation and Reporting Core Vertex, Avalara

eCommerce B2B Customer Portal Core

eCommerce B2C Customer Website Core

Field Service Field Service Mobile App Core

Field Service Field Service Management Core

Field Service Warranty Management Core

Supply Chain Management Qualitative Forecasting Core

Supply Chain Management Demand Planning Core

Procurement Alternative Product Sourcing Core

Procurement Automated Payables Core

Procurement Vendor Returns Core

Product Management Product Profitability Core

Quality Management Quality Compliance Core

Quality Management Non-Conformance Management Core

Transportation Management Freight Bill Auditing Core

Transportation Management Routing Core

Transportation Management Dock scheduling Core

Transportation Management Yard Management Core

Transportation Management State Gas Tax Settlement Core

Warehouse/Inventory Management Cross-Docking Core

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) Core WCS systems needed depending on device

Warehouse/Inventory Management ASN Receiving Core

Warehouse/Inventory Management Variable/Catch Weight Management Add-On

Warehouse/Inventory Management Task Interleaving Core

Vocallect Voice through Oracle WMS/ Warehouse/Inventory Management Voice Enabled Picking 3-P Logfire

Warehouse/Inventory Management Put/Pick to Light Core WCS systems needed depending on device

Warehouse/Inventory Management Value Add Services None

Customers by Industry

You don't have to compromise by choosing between breadth and depth or short- term needs and long-term priorities. Deep integrations between applications, as well as a common data model, common workflow engine, and a consistent user interface ensure that data is not trapped in silos.

Data not provided

With the most comprehensive and robust technology portfolio, unmatched security, and future-proof innovations built in. Oracle's complete SaaS suite helps you outpace change and be ready for the future.

Deployment Options Targeted Verticals

• Automotive • Construction and Engineering ON-PREMISES SINGLE-TENANT MULTI-TENANT
• Consumer Goods • Food and Beverage

Oracle Profile

• High Technology • Industrial Manufacturing Oracle (oracle.com) is headquartered • Life Sciences in Austin, Texas, USA, and was founded • Transportation & Logistics in 1977. In 2020, the company had $39.1 billion in revenue, 430,000 customers, 133,000 employees and 20,000 partners

Distribution Customers

around the world. Oracle claims that it offers the broadest and deepest suite of (Data not provided) cloud applications. In 2020, Oracle was the second-largest software company by revenue and market capitalization.

Terillium's Oracle Pitch

With a complete SaaS suite of applications

Terillium Profile

built with AI and machine learning across all business functions, you get the latest Terillium (terillium.com) is an ERP advances in the best technology – ready consulting company and Oracle Platinum when you need it. Partner specializing in the implementation of Oracle ERP Cloud, Oracle NetSuite and

Oracle JD Edwards solutions. With more than 200 employees at locations across the United States and its Cincinnati, Ohio, USA, headquarters.

Ultra's Insight: Easy to

configurable software also allows NetSuite customers to avoid customization

Implement and Customize

through personalization gained through configuration. NetSuite was acquired by Oracle in 2016. Unlike many of the Oracle purchases, Oracle If you do not find the specific functionality has invested heavily in NetSuite as its own that you need within NetSuite, there is also global organization, with a focus on the

the SuiteApp.com. This is a marketplace small to medium-sized market. This has managed by NetSuite where customers resulted in an increase in both presence, can find third-party apps that can be fully through growing staff, and functionality for integrated into NetSuite. NetSuite works the product. NetSuite has added more than

with the partner companies on SuiteApp. 6,000 new customers in the last year. com to ensure that their software works with NetSuite, even after software upgrades Historically, most of NetSuite's customer are pushed by NetSuite. base has been in North America. However, this has changed with an ever-growing

Major upgrades occur twice per year, international market that NetSuite supports with minor upgrades or bug fixes pushed with 27 language and localizations. In out more immediately. Sometimes addition, more than 51% of its North new upgrades provide functionality American customer base operates in that customers want to try before they

multiple countries. implement. NetSuite provides training and a sandbox to customers to determine if they NetSuite is built as a single database want to add it to their business processes solution that has evolved through or want to ignore it. enrichment of the core functionality, not through acquisition of complementary

In short, NetSuite's competitive advantages software. The single database allows are its speed to implementation and ability NetSuite to offer a simpler pricing model to easily find pre-developed customizations where you purchase the full functionality through SuiteApp.com. Its cloud structure of the product. NetSuite also allows you

and ease of configuration make it a good to jumpstart implementation through solution for the distribution company that access to Suite Success – bundles of does not have a deep IT bench for either pre-configurations created specifically implementation or ongoing support. for industry sub-verticals. Highly

KEY ERP SOFTWARE CAPABILITIES: Oracle NetSuite

Customer Management CRM - Pipeline Management Core

Customer Management CRM - Marketing Management Core

Customer Management Customer Quotes Core

Customer Management Customer Case Management Core

Customer Management Customer Returns Core

Customer Management Omni Channel Support Core

Customer Management Point of Sales Support Core

eCommerce B2B Customer Portal Core

eCommerce B2C Customer Website Core

Field Service Field Service Mobile App 3-P Multiple

Field Service Field Service Management 3-P Multiple

Field Service Warranty Management Core

Supply Chain Management Qualitative Forecasting Add-On NetSuite P&B or 3-P

Supply Chain Management Demand Planning Core

Procurement Alternative Product Sourcing Core

Procurement Automated Payables Core

Procurement Vendor Returns Core

Product Management Product Lifecycle Management (PLM) 3-P Multiple

Product Management Product Data Management (PDM)/Product Information Management (PIM) 3-P Multiple

Product Management GS1 GDSN Data Synchronization 3-P Multiple

Product Management Product Profitability Core

Quality Management Quality Compliance Core

Quality Management Non-Conformance Management Core

Transportation Management Routing Core Advanced requires partner

Transportation Management Dock scheduling Add-On Oracle Cloud WMS (LogFire) or 3-P

Transportation Management Yard Management 3-P Multiple

Transportation Management State Gas Tax Settlement 3-P Multiple

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported Core 3-P or WMS partner

Warehouse/Inventory Management Cross-Docking Add-On Oracle Cloud WMS (LogFire) or 3-P

Warehouse/Inventory Management Warehouse Optimization Add-On Oracle Cloud WMS (LogFire) or 3-P

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) Add-On Oracle Cloud WMS (LogFire) or 3-P

Warehouse/Inventory Management ASN Receiving Core

Warehouse/Inventory Management Task Interleaving Add-On Oracle Cloud WMS (LogFire) or 3-P

Warehouse/Inventory Management Voice Enabled Picking Add-On Oracle Cloud WMS (LogFire) or 3-P

Warehouse/Inventory Management Put/Pick to Light Add-On Oracle Cloud WMS (LogFire) or 3-P

Ultra's Insight: Flexible Solution

single-tenant cloud solution using Amazon Web Services (AWS) or a third-party

for Complex Businesses

hosting provider. Sage X3 is a well-established ERP solution The competitive advantage that Sage X3 that has been serving customers for more provides to customers is the ability to than 20 years. Sage X3 has 600 North collect and access data and then share American customers, with 80% of those it across the entire enterprise. The WMS

customers being in the United States, and portion of Sage X3 is a strong out-of- the balance in Canada. the-box solution that often exceeds the functionality of the competition. Sage X3 Sage X3 focuses on the manufacturing continues to develop their WMS solution and distribution industries, and particularly

and is adding even more functionality companies with the "multis." Any company to strengthen its inventory management with the complexity of being a multi- functionality around barcoding, license national, multi-language, multi-currency plate tracking and picking. operation, or has multiple entities is an

excellent fit for the Sage X3 solution. Sage X3 releases updates to its ERP on a quarterly basis, which, compared to semi- The ideal company size for Sage X3 are annual updates, provides customers with companies with around $30 million in faster access to new functionalities. revenue or higher, and have at least 50

employees. Companies with international Sage Customer Service and strong supply chain complexity are a particularly ecosystem of Value-Added Resellers good fit, such as furniture distributors provide the support customers need managing the flow of inventory from to make the most of their investment.

manufacturing locations oversees (or Customers should expect not only to having a vendor manage it but have access have great customer service, but reduced to their ERP system) and then handling inventory carrying costs, access to an distribution from warehouses in the United extensive ISV ecosystem and strong WMS

States or Canada. functionality. Sage X3 used to be primarily an on- For Sage X3, the more complex the premises solution. But over the past few customer's business the better, as its years, Sage has seen its customer base flexibility is an advantage versus the shift to being 80% cloud. Sage X3 offers a

KEY ERP SOFTWARE CAPABILITIES: Sage X3

competition.

Customer Management CRM - Pipeline Management Core

Customer Management CRM - Marketing Management Core

Customer Management Customer Quotes Core

Customer Management Customer Case Management Core

Customer Management Customer Returns Core

Customer Management Omni Channel Support Core

Customer Management Point of Sales Support 3-P Ivend

Customer Management Sales Tax Calculation and Reporting 3-P Avalara

eCommerce B2B Customer Portal 3-P Commerce Build/Megento

eCommerce B2C Customer Website 3-P Commerce Build/Megento

Field Service Field Service Mobile App Core

Field Service Field Service Management Core

Field Service Warranty Management Core

Supply Chain Management Qualitative Forecasting Add-On Sage Inventory Advisor

Supply Chain Management Demand Planning Core

Supply Chain Management Distribution Resource Planning (DRP) None SAGE MRP

Procurement Alternative Product Sourcing Core

Procurement Automated Payables 3-P Al-Tec OCR

Procurement Vendor Returns Core

Product Management Product Lifecycle Management (PLM) None

Product Management GS1 GDSN Data Synchronization 3-P True Commerce

Product Management Product Profitability Core

Quality Management Quality Compliance Core

Quality Management Non-Conformance Management Core

Transportation Management Freight Bill Auditing 3-P Process Weaver

Transportation Management Freight Asset Management 3-P TEMA

Transportation Management Routing 3-P TEMA

Transportation Management Dock scheduling Core

Transportation Management Yard Management Core

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported Add-On ADC

Warehouse/Inventory Management Real-Time Labor/Order Reporting None

Warehouse/Inventory Management Cross-Docking Core

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) Add-On With Web Services

Warehouse/Inventory Management ASN Receiving 3-P

Warehouse/Inventory Management Directed Putaway and Replenishment Core Available Q4 2021

Warehouse/Inventory Management Variable/Catch Weight Management None

Warehouse/Inventory Management Task Interleaving None

Warehouse/Inventory Management Put/Pick to Light None

Ultra's Insight: Reliable,

using quarterly patch updates or upgrades that occur approximately every 18 months.

Scalable, Flexible and Extensible

Some new functionality in the latest release SAP Business One is the small- to mid- was around forecasting, mobile devices market solution. Business One has around and improving APIs to allow for automation 72,000 different companies running its such as robots and conveyors. Last, SAP ERP globally, including customers in Russia,

Business One has the ability to handle large China and Europe. However, 75% of the transaction volumes without impacting client base is located in North America. The performance. ideal distributor size for SAP Business One When the core SAP Business One product is between $20 million and $250 million

does not meet all of a customer's needs, that in revenue (with flexibility to go higher or is where a partner like Vision33 comes in. lower), and 50 to 100 office workers and 15 Vision33 not only has extensive knowledge to 75 warehouse workers. of Business One, but it also has a network of SAP Business One focuses on a few sub-

add-ons, such as WMS and TMS solutions, verticals within distribution, including that it is able to implement so customers durable goods, food and electrical, with only have to deal with one partner. Vision33 most of their customers being B2B also has integration tool – called Saltbox – companies. SAP Business One comes

that allows any third-party software with an with 43 localizations and is offered in 27 API to integrate with SAP Business One. different languages, making it a strong SAP Business One provides its customers player for global companies. SAP Business with a scalable solution to grow as they One was originally engineered to be a on-

grow. It gives them access to data and the premises solution, but now also is offered ability to perform data analytics. Vision33 as a single- or multi-tenant cloud solution. has tools and configurations of SAP This flexibility is a differentiator for SAP. Business One to get customers on the new SAP has an extensive partner network

system within a year, sometimes faster if the with specific industry experience. SAP is operations of the company are simple. investing in SAP Business One to bring new functionality to the solution, which it does

KEY ERP SOFTWARE CAPABILITIES: SAP Business One

Customer Management CRM - Pipeline Management Core

Customer Management CRM - Marketing Management Core

Customer Management Customer Quotes Core

Customer Management Customer Case Management Core

Customer Management Customer Returns Core

Customer Management Omni Channel Support Core

Customer Management Point of Sales Support 3-P Square, iVend, Retail Pro

Customer Management Sales Tax Calculation and Reporting 3-P Avalara (for enhanced capabilites)

eCommerce B2B Customer Portal Add-On V33 Product

eCommerce B2C Customer Website Add-On V33 Product

Field Service Field Service Mobile App Core

Field Service Field Service Management Core

Field Service Warranty Management Core

Supply Chain Management Qualitative Forecasting Core

Supply Chain Management Demand Planning Core

Procurement Alternative Product Sourcing Core

Procurement Automated Payables Core

Procurement Vendor Returns Core

Product Management GS1 GDSN Data Synchronization 3-P V33 Product SaltBox

Product Management Product Profitability Core

Quality Management Quality Compliance 3-P Boyum Inspect

Quality Management Non-Conformance Management None

Transportation Management Small Parcel Processing 3-P Shipstation, Process Weaver Shipping

Transportation Management Freight Asset Management 3-P Process Weaver

Transportation Management Routing 3-P Process Weaver

Transportation Management Dock scheduling None

Transportation Management Yard Management None

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported 3-P Zebra, Motorola, Symbol, Honeywell

Warehouse/Inventory Management Cross-Docking 3-P Produmex WMS

Warehouse/Inventory Management Warehouse Optimization None

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) 3-P Produmex WMS

Warehouse/Inventory Management ASN Receiving 3-P Produmex WMS

Warehouse/Inventory Management Directed Putaway and Replenishment 3-P Produmex WMS

Warehouse/Inventory Management Shelf Life Management 3-P Produmex WMS

Warehouse/Inventory Management Variable/Catch Weight Management 3-P Produmex WMS

Warehouse/Inventory Management Task Interleaving 3-P Produmex WMS

Warehouse/Inventory Management Put/Pick to Light 3-P Produmex WMS

Ultra's Insight: Big Solution

SAP has built more than 250 best practices into S/4HANA as part of its flow and

with Built-In Best Practices

functionality. Looking into the future, SAP will add more functionality to support SAP S/4HANA is SAP's flagship product. IOT and process automation. It also is It is built on a common database platform incorporating machine learning, RPA and for all supported functionality in SAP's artificial intelligence to improve office

proprietary cloud environment. It has broad automation and remove manual repetitive functionality that covers most industries processes. SAP prides itself on being an and types of companies. However, it is end-to-end business process company that typically geared for companies that are in provides customers with one integrated

the upper-mid-market or larger. It is also solution. a product that is global in scope, with customers on all continents. For companies SAP has been focusing on distribution requiring less depth and breadth, SAP starting in the late 1990s. Since 2004, it has offers other solutions, like Business One and

employed a global team of experts working Business ByDesign. with distribution customers to make sure the software and best practices it incorporates Within the distribution marketplace, SAP's into its technologies meet the needs of this largest market share is in healthcare/ market. One example of where it excels for

pharmaceuticals, where it supports distribution is the ability to monitor and the majority of the large distribution provide complex rebates and chargeback companies. They also have a strong functionality, reflecting the continued presence in food service distribution, complexity of marketing programs.

Industrial product distribution and technology distribution. With its depth SAP's goal with their customers is to "Bend of functionality in complementary the Cost Curve." This means demonstrating industries, SAP S/4HANA is a good that the use of SAP will allow a customer option for companies that are moving into

with stagnant revenue cost per employee another complementary space, such as to break out of with significant growth manufacturing, through either acquisition or through automation of manual processes expansion of capability. and providing better employee throughput of orders.

KEY ERP SOFTWARE CAPABILITIES: SAP S/4HANA

Customer Management CRM - Pipeline Management Add-On CRM to S/4

Customer Management CRM - Marketing Management Add-On Marketing to CRM to S/4

Customer Management Customer Quotes Core

Customer Management Customer Case Management Add-On CRM to S/4

Customer Management Customer Returns Core

Customer Management Omni Channel Support Add-On Commerce to S/4

Customer Management Point of Sales Support 3-P Multiple

Customer Management Sales Tax Calculation and Reporting 3-P Multiple

eCommerce B2B Customer Portal Add-On Commerce to S/4

eCommerce B2C Customer Website Add-On Commerce to S/4

Field Service Field Service Mobile App Add-On Service to S/4

Field Service Field Service Management Add-On Service to S/4

Field Service Warranty Management Core

Supply Chain Management Qualitative Forecasting Add-On Multiple

Supply Chain Management Demand Planning Add-On Multiple

Supply Chain Management Distribution Resource Planning (DRP) Add-On Multiple

Supply Chain Management Product Costing Methodologies Core Multiple

Supply Chain Management Global Supply Chain Visibility Add-On Multiple

Procurement Alternative Product Sourcing Core Multiple

Procurement Automated Payables Core Multiple

Procurement Vendor Returns Core Multiple

Product Management Product Lifecycle Management (PLM) Add-On Multiple

Product Management Product Data Management (PDM)/Product Information Management (PIM) Add-On Multiple

Product Management GS1 GDSN Data Synchronization Add-On Multiple

Product Management Product Profitability Core Multiple

Quality Management Serial and/or Lot Control Track-and-Trace Core Multiple

Quality Management Quality Compliance Core Multiple

Quality Management Non-Conformance Management Add-On Multiple

Transportation Management Small Parcel Processing 3-P Multiple

Transportation Management Freight Bill Auditing Core Multiple

Transportation Management Freight Asset Management Core Multiple

Transportation Management Routing Add-On Multiple

Transportation Management Dock scheduling Add-On Multiple

Transportation Management Yard Management Add-On Multiple

Warehouse/Inventory Management Device/Mobile Scanning & Equipment Supported Core Multiple

Warehouse/Inventory Management Real-Time Labor/Order Reporting Add-On Multiple

Warehouse/Inventory Management Robust Cycle Counting Core Multiple

Warehouse/Inventory Management Cross-Docking Add-On Multiple

Warehouse/Inventory Management Warehouse Optimization Add-On Multiple

Warehouse/Inventory Management Integration with Conveyors/Robotics (Whse Execution System integration) Add-On Multiple

Warehouse/Inventory Management ASN Receiving Core Multiple

Warehouse/Inventory Management Directed Putaway and Replenishment Core Multiple

Warehouse/Inventory Management Shelf Life Management Core Multiple

Warehouse/Inventory Management Variable/Catch Weight Management Core Multiple

Warehouse/Inventory Management Task Interleaving Add-On Multiple

Warehouse/Inventory Management Voice Enabled Picking Add-On Multiple

Warehouse/Inventory Management Put/Pick to Light Add-On Multiple

Warehouse/Inventory Management Value Add Services Add-On Multiple

Warehouse/Inventory Management Kitting and Assembly Add-On Multiple

Customers by Industry

collaboration inside and outside your enterprise. You can accomplish these objectives by adopting industry best practices supported by SAP solutions, which are based on the experience SAP has gained by working with thousands of

Data not provided

wholesale distributors worldwide. SAP software helps wholesale distributors reduce costs and increase revenues. Reducing costs comes in the form of more usable data, real-time insights and visibility into the entire business' value chain. Increasing revenues is executed through better customer

Targeted Distribution Verticals

engagement, customer feedback and enablement of new business models. • Construction Materials • Electronic Components • Electrical

Deployment Options

• Fasteners • Food • Lumber • Maintenance Repair and Operations ON-PREMISES SINGLE-TENANT MULTI-TENANT
• Safety

Profile Distribution Customers

SAP (sap.com) is headquartered in Walldorf, • Amazon Germany, and was founded in 1972. The • AmerisourceBergen company had $32.2 billion in revenue in • Grainger FY2020, and in July 2021 it had 440,000 • Lawson Products customers, regional offices in 140 countries, • Lekkerland 103,876 employees and 21,000 partners

• Saint-Gobain around the world. The company says that more than 75% of the world's transaction revenue touches an SAP system, and that

SAP's Pitch

approximately 80% of SAP customers are small and medium-sized enterprises. SAP software can help you achieve superior business performance while effectively managing your entire organization – people, inventory, business processes and technology, all while supporting digital

FIVE MISTAKES THAT DERAIL ERP SOFTWARE SELECTION

• Assuming that all ERP solutions The enterprise software selection process are the same. can be a long and complicated process – for several good reasons. The solution you If you've ever bought a new car, you know choose will affect the way you conduct that every model is different, even those business for years to come. It will impact built on the same platform. Each includes virtually every function. It's a significant various features and benefits, including investment. And with as much as half of subtle differences in appearance. It's the ERP implementations failing to achieve their same with ERP software. At first glance, goals, it's critical to find a solution suited to it may seem like two solutions are exactly your business and its unique needs. alike. But once you look under the hood, you may learn that one is more powerful. But many organizations get off-track right As you test drive it with a demo, you may at the start when they go into the selection find that one is more comfortable. The

process believing in some common myths differences often may seem small, but about the process – misconceptions that can looking critically at them is the key to result in the wrong choice for your business. finding software that fits your business. Here are the five mistakes and misconceptions that will – inevitably – result

• Believing that a highly detailed RFP in the selection of the wrong ERP solution: is required. 1. Thinking that technology is the most Many companies think they need to create important consideration. lengthy RFPs, which often amount to hundreds of pages. But since most vendor Many companies replace their enterprise offerings address core pain points, such software because it's outdated or no longer as automating reports, these documents supported by the vendor. While these are don't need to be nearly as long. Instead, valid reasons to make the move to a new you should look at the business problems system, they shouldn't be the only ones. you want to solve and processes you want The software selection process is the to improve with the new software, not core perfect time to evaluate business goals functionalities that typically are the same and map them to your new solution. For across multiple vendors. example, you may want to reduce operating

costs, increase productivity and streamline business processes. If you have these goals in mind, you're better able to narrow down your choices and request relevant demos from vendors.

• Thinking that an ERP project Many organizations start their ERP is an IT project. selection with a list of the biggest and best-known companies in the ERP While the IT department provides critical software marketplace. And the big- input, companies need to get various name vendors offer excellent choices

viewpoints from across the organization for small, medium and large enterprises when they gather requirements in the in a variety of deployment models. But software selection process. All too often, their powerful products may not be important stakeholders are left out of the right for your organization. Extensive

conversation. Before looking at different customization may be necessary to meet systems, assemble a team with employees the requirements of your segment and who work with and manage core processes, company. Or you may have to purchase particularly those who use workstreams specialized industry add-ons to get it

that span functions and departments. to function the way you want. Instead, Whether it's accounting, sales, marketing, consider all the options available. shop floor, warehouse, logistics, operations There are many ERP vendors that offer or any other department, it's important to distribution-specific toolsets and broad

know the challenges they have and what industry expertise. But there is no one- they need to do their jobs better. size-fits-all solution. The functionalities and capabilities required are unique to 5. Assuming that big-name solutions are each subvertical. And finding the best fit always the best solutions.

starts with evaluating software solutions Corporate executives used to say, and functions based on your organization's "No one ever got fired for buying unique needs. IBM." And that mindset persists today.

Ultra Consultants is an independent ERP consulting firm serving the manufacturing and distribution industries. Since 1994, we've helped hundreds of clients streamline their business processes, select ERP software, and implement a complete ERP solution that meets the unique needs of their industry, specialty and organization.

Why Ultra?

It's critically important to choose an ERP consulting partner with deep experience in your industry, expertise in your ERP solution, and experts who have worked in businesses like yours. And you will want to work with a firm that is independent, flexible and able to help you find the right solution for

your organization.

For more than 27 years, Ultra Consultants has utilized its proven methodology, ERP knowledge and industry intelligence to deliver measurable business performance improvements to manufacturers and distributors in virtually every vertical. • Our services are built for your industry. We understand your processes and requirements.

• Our solutions leverage our expertise. We help you choose software to meet your unique needs. • Our results reflect our ERP experience. We maximize benefits, minimize risk and deliver success.

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