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

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

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 cloudcompetitive 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 onpremises systems.

Put the Vendor Under a Microscope

Top 10 ERP Selection 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.

What's important to your company? The major ERP vendors offer big, broad solutions that will meet most of your needs, but come with greater complexity, risk and investment. Specialized vendors offer "smaller" solutions that will meet your industry-specific requirements but may not be as strong in some core functions.

Speak with Real Customers

Don't let your ERP vendor get away with giving you a list of hand-picked customer references in a variety of industries.

To get the best idea of how a solution will perform for you, ask for references that have been on the solution for at least a year, are in the same industry as your company, are roughly the same size, and have similar requirements. Then make

• Functional fit • Industry experience • Software price, TCO and ROI • Vendor viability • Implementation project considerations • Technology • Risk • Scalability • References • 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, singlesource. 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 cloudthe 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

CRM - Pipeline Management Aptean CRM

CRM - Marketing Management

Customer Quotes

Customer Case Management Aptean CRM

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support

Sales Tax Calculation and Reporting

B2B Customer Portal

B2C Customer Website

Field Service Mobile App Aptean Field Service

Field Service Management Aptean Field Service

Warranty Management Aptean Field Service

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP) Corev

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

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

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance Aptean PLM

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing Aptean TMS

Freight Asset Management Aptean TMS

Routing

Dock scheduling Aptean TMS

Yard Management Aptean TMS

State Gas Tax Settlement Aptean TMS

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

Integration with Conveyors/Robotics (Whse Execution System integration)

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly

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

Ultra's Insight: Distribution- 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

CRM - Pipeline Management

CRM - Marketing Management

Customer Quotes

Customer Case Management

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support

Sales Tax Calculation and Reporting

B2B Customer Portal

B2C Customer Website

Field Service Mobile App

Field Service Management

Warranty Management

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

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

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing

Freight Asset Management

Routing

Dock scheduling

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly Customers by Industry

Manufacturing Construction General Business Distribution

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

Ultra's Insight: Built for 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 onmission-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

CRM - Pipeline Management Aptean CRM

CRM - Marketing Management

Customer Quotes

Customer Case Management Aptean CRM

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support Aptean EDI, Aptean eCommerce

Point of Sales Support

Sales Tax Calculation and Reporting AvaTax

B2B Customer Portal Aptean eCommerce

B2C Customer Website Aptean eCommerce

Field Service Mobile App Aptean Field Service

Field Service Management Aptean Field Service

Warranty Management Aptean Field Service

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

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

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance Aptean PLM

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing Aptean TMS

Freight Asset Management Aptean TMS

Routing Omnitracs Roadnet

Dock scheduling Aptean TMS

Yard Management Aptean TMS

State Gas Tax Settlement Aptean TMS

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly Customers by Industry Aptean's Pitch

Aptean Distribution ERP is cloudenabled 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. Epicor's strategy for Prophet 21 over the last 50 years is to provide a "fit for

Ultra's Insight: Strong Platform 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 subof the release. vertical, and seeks out membership from their customers' C-level to provide strategic input. KEY ERP SOFTWARE CAPABILITIES: Epicor Prophet 21

CRM - Pipeline Management

CRM - Marketing Management

Customer Quotes

Customer Case Management

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support

Sales Tax Calculation and Reporting 3P Avalara for more automation

B2B Customer Portal

B2C Customer Website

Field Service Mobile App

Field Service Management

Warranty Management

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing Roadnet

Freight Bill Auditing Roadnet

Freight Asset Management Roadnet

Routing Roadnet

Dock scheduling Roadnet

Yard Management Roadnet

State Gas Tax Settlement Roadnet

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly Customers by Industry Epicor's Pitch

No other ERP provider knows distribution like we do. Epicor Prophet 21 is designed specifically for distributors focused on the things that matter to you – growing Durable Goods sales, improving margins and increasing Distributors productivity and operational efficiency. We build our software using industry best practices and more than a half-century of experience to provide the capabilities and tools to keep distribution businesses healthy and thriving in today's highly Targeted Distribution Verticals competitive marketplace – capabilities that

• Electrical include actionable analytics, work queues,
• Fasteners PO variance queues, kitting, assembly and
• Fluid Power production orders, advanced inventory
• HVAC forecasting, warehouse management,
• Industrial VMI, and special project pricing. For these
• Medical reasons and more, we know we can help
• Plumbing/PVF you drive growth.
• Tile Deployment Options

Distribution Customers

• Arizona Tile
• Duncan-Parnell Inc. ON-PREMISES SINGLE-TENANT MULTI-TENANT DEDICATED TENANT
• Field Fastener Supply
• Grove Medical Profile
• Jergens Industrial
• Radwell International Epicor Software Corporation (epicor.
• Regency Lighting com) provides flexible, industry-specific
• Stellar Industrial on-premises and cloud software solutions designed for manufacturing, distribution, retail and service industry organizations. Headquartered in Austin, Texas, USA, the company has 27,000 customers in 150 countries, and more than 3,800 employees in offices around the world. In 2020, the Epicor generated $950 million in revenue.

CloudSuite™ Distribution

CloudSuite Distribution is a cloudbased, multi-tenant ERP solution

Ultra's Insight: Experience Enables Rapid Deployment

purpose built for wholesale distributors. CloudSuite Distribution delivers industryInfor 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 Inforwith 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

CRM - Pipeline Management Infor CRM

CRM - Marketing Management Infor CRM

Customer Quotes

Customer Case Management Infor CRM

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support

Sales Tax Calculation and Reporting

B2B Customer Portal Infor Rhythm

B2C Customer Website Infor Rhythm

Field Service Mobile App Infor Service Management

Field Service Management Infor Service Management

Warranty Management

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM) Infor Product Lifecycle Management

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

GS1 GDSN Data Synchronization Infor Product Lifecycle Management

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance Infor WMS

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing

Freight Asset Management

Routing DQ Technologies

Dock scheduling DQ Technologies

Yard Management Infor WMS

State Gas Tax Settlement DQ Technologies

Device/Mobile Scanning & Equipment Supported Infor WMS

Real-Time Labor/Order Reporting Infor WMS

Robust Cycle Counting

Cross-Docking

Warehouse Optimization Infor WMS

Integration with Conveyors/Robotics (Whse Execution System integration) Infor WMS

ASN Receiving

Directed Putaway and Replenishment Infor WMS

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving Infor WMS

Voice Enabled Picking Infor WMS

Put/Pick to Light Inegration/Multiple

Value Add Services

Kitting and Assembly Distribution Customers by Industry Infor's Pitch

CloudSuite Distribution is built specifically for the needs of small- to medium-size Professional Trades wholesale distributors. It's a comprehensive Industrial Other enterprise solution that weaves innovation Automotive Parts into core competencies to help you better Recreational Goods Janitorial/Sanitation serve customers, outpace the competition Paper/Office Supplies and expand profitability. You can optimize 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

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

Ultra's Insight: Fast Time-to- Value, Low Risk Solution

faster time-to-value because it offers preconfigured best-in-class industry-specific Infor CloudSuite Distribution Enterprise, solutions. This allows the implementation also known as Infor M3, is a Tier 1 cloudteam 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 welladding 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

CRM - Pipeline Management

CRM - Marketing Management

Customer Quotes

Customer Case Management

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support

Sales Tax Calculation and Reporting

B2B Customer Portal

B2C Customer Website

Field Service Mobile App

Field Service Management

Warranty Management

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing

Freight Asset Management

Routing

Dock scheduling

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly e Distribution Enterprise

DEMONSTRATED CLASSIFICATION INTEGRATIONS

Infor Customer Lifecycle Mgmt

Infor Customer Lifecycle Mgmt

Infor Customer Lifecycle Mgmt

Infor Sales Hub

Infor Rhythm for eComm

Infor Rhythm for eComm

Infor Mobile Field Service

Infor DMP and more

Infor PLM

Soon to come Infor TMS

Infor WMS

Infor WMS/YMS

Infor Factory Track

Infor WMS

Infor WMS

Infor WMS

Infor WMS

Infor WMS

Infor WMS Distribution Customers by Industry Infor's Pitch

CloudSuite Distribution Enterprise is an industry-leading ERP solution for wholesale Professional Trades Food & Beverage distributors. It's built with capabilities Industrial designed specifically for the wholesale Other Automotive Parts distribution industry. The solution provides Janitorial/Sanitation an exceptional user experience and Recreational Goods Paper/Office Supplies powerful analytics in a multi-company, 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 Business Central customers with the ability to purchase 1,500 third-party apps from

Ultra's Insight: Familiar Feel, 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

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

B2B Customer Portal Dynamics 365 Integration to many ecommerce B2C Customer Website platforms

Field Service Mobile App Dynamics 365 Field Service

Field Service Management Dynamics 365 Field Service

Dynamics 365 Field Service or Warranty Management Business Central

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization Customization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing

Freight Asset Management

Routing

Dock scheduling

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly Customers by Industry The experienced Stoneridge team accomplishes successful projects through brain power, grit and a proven process for implementation. Guidance and support are provided for our client community Manufacturing throughout implementation and beyond. Distribution Agriculture We help clients win through intentional Other leadership, thoughtful teaching and eyeopening possibilities.

Deployment Options Targeted Distribution Verticals

• Agriculture (Seed, Commodity) ON-PREMISES SINGLE-TENANT MULTI-TENANT
• Chemical/Pharma
• Food
• Industrial Equipment Microsoft Profile
• Medical Suppliers (Device and Supplies) Microsoft (microsoft.com) is headquartered in Redmond, Wash., USA, and was founded

Distribution Customers in 1975. In FY 2020, the company had $143.0 billion in revenue and 175,500

• Crest Healthcare employees worldwide. It is the world's
• LeisureQuip, Inc. largest software company. Its Microsoft
• Intercomp Company Dynamics 365 enterprise resource planning
• Katom Restaurant Supply, Inc. (ERP) product line contains a long list
• Sea-Land Distributors of applications, including Dynamics 365
• Varitronics LLC Business Central, which is designed for small and medium-sized businesses.

Stoneridge's Microsoft Pitch

Stoneridge Software represents the full Stoneridge Software Profile suite of Microsoft Dynamics business applications, including Business Central and Stoneridge Software (stoneridgesoftware. the Customer Engagement solutions, and com) offers business solutions built on the Power Platform, with specific expertise Microsoft Dynamics 365, and is focused on in distribution. There's no one better at the agriculture, manufacturing, construction ERP + CRM integrations and providing a and distribution industries. A Microsoft migration path from on-premises to cloud Gold Partner, the firm also was named software. to Microsoft's Inner Circle for ranking in the top 1% of partners worldwide. Headquartered in Barnesville, Minn., USA, the firm was founded in 2012. in Microsoft technologies, and is an Inner Circle Partner representing the top 2%

Ultra's Insight: Big Platform 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 26,000company 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

CRM - Pipeline Management

CRM - Marketing Management

Customer Quotes

Customer Case Management

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support

Sales Tax Calculation and Reporting

B2B Customer Portal

B2C Customer Website

Field Service Mobile App

Field Service Management

Warranty Management

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing

Freight Asset Management

Routing

Dock scheduling

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly 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 Distribution solutions that help our clients innovate by 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.

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

Ultra's Insight: Smart Choice for 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 singleTerillium, 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

CRM - Pipeline Management

CRM - Marketing Management

Customer Quotes

Customer Case Management

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support Oracle Commerce Cloud, Oracle Micros

Sales Tax Calculation and Reporting Vertex, Avalara

B2B Customer Portal

B2C Customer Website

Field Service Mobile App

Field Service Management

Warranty Management

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing

Freight Asset Management

Routing

Dock scheduling

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

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

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Vocallect Voice through Oracle WMS/ Voice Enabled Picking Logfire

Put/Pick to Light WCS systems needed depending on device

Value Add Services

Kitting and Assembly Customers by Industry You don't have to compromise by choosing between breadth and depth or shortterm 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. configurable software also allows NetSuite customers to avoid customization

Ultra's Insight: Easy to 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

CRM - Pipeline Management

CRM - Marketing Management

Customer Quotes

Customer Case Management

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support

Sales Tax Calculation and Reporting

B2B Customer Portal

B2C Customer Website

Field Service Mobile App

Field Service Management

Warranty Management

Qualitative Forecasting NetSuite P&B or 3-P

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing

Freight Asset Management

Routing Advanced requires partner

Dock scheduling Oracle Cloud WMS (LogFire) or 3-P

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported 3-P or WMS partner

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking Oracle Cloud WMS (LogFire) or 3-P

Warehouse Optimization Oracle Cloud WMS (LogFire) or 3-P

Integration with Conveyors/Robotics (Whse Execution System integration) Oracle Cloud WMS (LogFire) or 3-P

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving Oracle Cloud WMS (LogFire) or 3-P

Voice Enabled Picking Oracle Cloud WMS (LogFire) or 3-P

Put/Pick to Light Oracle Cloud WMS (LogFire) or 3-P

Value Add Services

Kitting and Assembly Customers by Industry Oracle NetSuite's Pitch

Make smarter, faster decisions using the world's most deployed cloud ERP – and join NetSuite's 27,000-plus customers (6,000plus new customers for the year ending May 31, 2021). Data not provided Engineered to streamline mission-critical processes. Allowing businesses to focus on what they do best and react to new market opportunities, swiftly and confidently. From financials to supply chain management to billing, NetSuite provides clear visibility and control. Targeted Verticals

NetSuite's customers manage subsidiaries,

• Apparel & Footwear business units, legal entities, domestic or
• Food & Beverage international with a single solution. Ninety-
• Manufacturing nine percent of customers utilize multiple
• Non-Profits currencies, 50%-plus of customers transact
• Professional Services in more than one country, with 27 different
• Retail languages.
• Software Standardize processes, gain visibility across
• Wholesale/Distribution geographies and ensure compliance.

Distribution Customers Deployment Options

• Bailey Hydraulics
• Big Agnes
• Camp Chef ON-PREMISES SINGLE-TENANT
• EZ-LOK MULTI-TENANT
• iAutomation
• Precision Medical Products Profile
• Regina Andrew Design Oracle (oracle.com) is headquartered in Austin, Texas, USA, and was founded in 1977. In 2020, the company had $39.1 billion in revenue, 430,000 customers, 133,000 employees and 20,000 partners around the world. In 2020, Oracle was the second- largest software company by revenue and market capitalization. single-tenant cloud solution using Amazon Web Services (AWS) or a third-party

Ultra's Insight: Flexible Solution 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-ofthe 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 multifunctionality 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 semiThe 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 onFor 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. DEMONSTRATED CATEGORY FUNCTIONALITY CLASSIFICATION INTEGRATIONS

CRM - Pipeline Management

CRM - Marketing Management

Customer Quotes

Customer Case Management

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support Ivend

Sales Tax Calculation and Reporting Avalara

B2B Customer Portal Commerce Build/Megento

B2C Customer Website Commerce Build/Megento

Field Service Mobile App

Field Service Management

Warranty Management

Qualitative Forecasting Sage Inventory Advisor

Demand Planning

Distribution Resource Planning (DRP) SAGE MRP

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables Al-Tec OCR

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization True Commerce

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing Process Weaver

Freight Asset Management TEMA

Routing TEMA

Dock scheduling

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported ADC

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

Integration with Conveyors/Robotics (Whse Execution System integration) With Web Services

ASN Receiving

Directed Putaway and Replenishment Available Q4 2021

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly Customers by Industry Sage X3 helps your business to thrive and stay competitive by providing users with the information they need to serve their customers better, to take back control Wholesale Trade over quality, and to eliminate inefficiencies Non-Durable across the organization. It streamlines your Wholesale Trade core processes – from manufacturing to Durable Other distribution and financial management to business services – while adapting to your industries best practices.

Targeted Distribution Verticals Deployment Options

• Wholesale Trade – Non-Durable
• Wholesale Trade – Durable ON-PREMISES SINGLE-TENANT MULTI-TENANT

Distribution Customers Profile (Data not provided)

Sage Group plc (sage.com) is headquartered in the United Kingdom, Sage's Pitch and its U.S. office is in Atlanta, Ga. Sage is the world's third-largest supplier of ERP Sage X3 provides faster, more intuitive and software, with $2 billion in annual revenue, tailored business management solutions 6.1 million customers worldwide, products/ for product-centric organizations looking services available in 160 countries, and to thrive and stay competitive in the face offices in 24 countries. of growing complexity. Sage X3 transforms how organizations manage people, processes and operations, allowing them to embrace change at speed. using quarterly patch updates or upgrades that occur approximately every 18 months.

Ultra's Insight: Reliable, Scalable, Flexible and Extensible

Some new functionality in the latest release SAP Business One is the small- to midwas 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 subadd-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 ongrow. 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

CRM - Pipeline Management

CRM - Marketing Management

Customer Quotes

Customer Case Management

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support

Point of Sales Support Square, iVend, Retail Pro

Sales Tax Calculation and Reporting Avalara (for enhanced capabilites)

B2B Customer Portal V33 Product

B2C Customer Website V33 Product

Field Service Mobile App

Field Service Management

Warranty Management

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization V33 Product SaltBox

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance Boyum Inspect

Non-Conformance Management

Small Parcel Processing Shipstation, Process Weaver Shipping

Freight Bill Auditing Process Weaver

Freight Asset Management Process Weaver

Routing Process Weaver

Dock scheduling

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported Zebra, Motorola, Symbol, Honeywell

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking Produmex WMS

Warehouse Optimization

Integration with Conveyors/Robotics (Whse Execution System integration) Produmex WMS

ASN Receiving Produmex WMS

Directed Putaway and Replenishment Produmex WMS

Shelf Life Management Produmex WMS

Variable/Catch Weight Management Produmex WMS

Task Interleaving Produmex WMS

Voice Enabled Picking

Put/Pick to Light Produmex WMS

Value Add Services

Kitting and Assembly Customers by Industry their vision and help them attain it with the right blend of strategy, consulting, and technology. Our work spans all major industries. Vision33 employs over 500 results-driven people globally to provide world-class experience through our office Distribution locations across North America and Europe. Manufacturing Providing their customers with the certified Other SAP solution, SAP Business One, Vision33 helps companies gain new customers, grow revenue, improve productivity and stay competitive.

Deployment Options Targeted Distribution Verticals

• Durable Goods
• Food and Beverage ON-PREMISES SINGLE-TENANT MULTI-TENANT
• Furniture
• Industrial Machinery and Equipment SAP Profile
• Medical Device
• Motor Vehicle Parts and Supplies SAP (sap.com) is headquartered in Walldorf,
• Professional Equipment and Supplies Germany, and was founded in 1972. The
• Sporting/Recreational Goods company had $32.2 billion in revenue in FY2020, and in July 2021 it had 440,000 customers, regional offices in 140 countries,

Distribution Customers 103,876 employees and 21,000 partners around the world. The company says that

• Air Power Inc more than 75% of the world's transaction
• CB Medical revenue touches an SAP system, and that
• Herco Group approximately 80% of SAP customers are
• Hummert International small and medium-sized enterprises.
• Staub Electronics
• Superior Auto Extras
• Tazaki Foods Vision33 Profile
• Tolteca Foods
• Trison, LLC Vision33 (vision33.com) is an SAP Gold Partner and SAP Business One services provider. Headquartered in Irvine, Calif.,

Vision33's SAP Pitch USA, the firm has offices 22 offices in the United States, six in Canada and three in Vision33 Inc. is a global company that Europe. helps growing companies transform how they operate through automation and integration solutions. We partner with growing and large organizations in both the private and public sectors to understand SAP has built more than 250 best practices into S/4HANA as part of its flow and

Ultra's Insight: Big Solution 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

CRM - Pipeline Management CRM to S/4

CRM - Marketing Management Marketing to CRM to S/4

Customer Quotes

Customer Case Management CRM to S/4

Automated Sales Order Processing

Pricing, Rebates and Promotions

Customer Returns

Omni Channel Support Commerce to S/4

Point of Sales Support

Sales Tax Calculation and Reporting

B2B Customer Portal Commerce to S/4

B2C Customer Website Commerce to S/4

Field Service Mobile App Service to S/4

Field Service Management Service to S/4

Warranty Management

Qualitative Forecasting

Demand Planning

Distribution Resource Planning (DRP)

Product Costing Methodologies

Global Supply Chain Visibility

Alternative Product Sourcing

Automated Payables

Vendor Returns

Product Lifecycle Management (PLM)

GS1 GDSN Data Synchronization

Product Profitability

Serial and/or Lot Control Track-and-Trace

Quality Compliance

Non-Conformance Management

Small Parcel Processing

Freight Bill Auditing

Freight Asset Management

Routing

Dock scheduling

Yard Management

State Gas Tax Settlement

Device/Mobile Scanning & Equipment Supported

Real-Time Labor/Order Reporting

Robust Cycle Counting

Cross-Docking

Warehouse Optimization

ASN Receiving

Directed Putaway and Replenishment

Shelf Life Management

Variable/Catch Weight Management

Task Interleaving

Voice Enabled Picking

Put/Pick to Light

Value Add Services

Kitting and Assembly 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.

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 biginput, 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 onethey need to do their jobs better. size-fits-all solution. The functionalities and capabilities required are unique to

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. Regional Offices Midwest West 939 W. North Avenue 1980 Festival Plaza Drive Suite 750 Suite 300 Chicago, IL 60642 Las Vegas, NV 89135 © 2021 Ultra Consultants