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OpenPro BOSS
              Presentation

       Outsourcing Services For
        Mid-Market Companies



2013             www.opboss.com   1
Global Finance & Accounting Outsourcing Market Set to Reach $44.9
Billion by 2015, according to New Report by Global Industry Analysts,
Inc.

Demand for outsourcing services is gaining momentum amongst mid-
market. The need for reducing costs, increasing productivity and
maximizing cash flow, and enhancing payables is driving the adoption
of F&A outsourcing services among mid-market firms.

Source: Global Industry Analysts, Inc., was founded in 1987, and is globally recognized as one of the world's largest
market research publishers. The company employs over 800 people worldwide and publishes more than 1100 full-
scale research reports each year. Additionally, the company also offers thousands of smaller research products
including company reports, market trend reports, and industry reports encompassing all major industries worldwide.




2013                                             www.opboss.com                                                     2
Primary Market Leaders in F&A
                Outsourcing

           EXL Service Holdings, Inc.

                     Genpact, Ltd.

            Tata Consultancy Services
            Target Customers are the Fortune 1000.

                The mid-market is underserved.



2013                    www.opboss.com               3
Seven Barriers To Entry In The Middle Market For F&A Outsourcing
1.Customers will not sacrifice the ability to customize in order to achieve labor savings.
2.Customers are unwilling and/or unable to devote resources toward customization and
integration of 3rd party ERP applications.
3.Popular brand names do not provide source code (SAP, Oracle, MS Dynamics, etc.)
4.Customer dissatisfaction is very high with lack of source code and inflexible nature of 3 rd
party products and add-ons to commercial packages. F&A outsourcers in the mid-market
experience high customer attrition as a result.
5.Lack of fully developed open source-based ERP solutions to select from for both in-house
use and F&A outsourcing. It takes years to develop and establish credibility.
6.VARs are often unwilling to forego large commission and consulting income opportunities
by recommending lower cost solutions to middle market customers.
7.CIO’s and CTO’s are troubled by the growth of Cloud Computing and the perceived effects
on their organization roles and value over time. The actual risks of Cloud Computing are
often exaggerated or misstated. CEO’s and CFO’s don’t always receive objective advice.




2013                                    www.opboss.com                                           4
The BOSS SOLUTION




2013         www.opboss.com   5
Four Key Attributes For An Extended Global Enterprise (EGE) Solution

1.Increase value to the business, and help achieve competitive advantage. Beyond meeting
service levels and cost benchmarks, it also enables flexibility and the ability to quickly adopt
new processes, assemble talent, deliver new technology and centrally collect and analyze
relevant data.
2.Design is influenced more by customer need and business strategy than by the traditional
organizational structure.
3.A balanced portfolio of services and processes that spans across functions, and deploys
the most appropriate capabilities whether they are internal, globally sourced or technology
enabled.
4.Governed by an empowered organization that has a charter to support the business,
manage the delivery model and is measured by the value it creates.


Source: The Death of Outsourcing By Cliff Justice, KPMG Partner, Shared Services and Outsourcing
      Advisory 2012




2013                                        www.opboss.com                                         6
OpenPro BOSS Is An Extended Global Enterprise (EGE) Solution

•OpenPro, established in 1998, is the first fully web based ERP system in the industry, and
completely open source based.
•Quality focused on the solution. Since its inception, OpenPro has been dedicated to
producing technologically superior business software solutions and backing them with the
finest implementation techniques and first class service.
•Fully and seamlessly integrates with any 3rd party provider with API’s or XMLS resulting in
global access in a single access point.
•Database environment combined with Open Source reduces the need for customization.
Extensive reporting capabilities.
•Built-in WorkFlow/Business Intelligence module can track and protect all processes and
procedures, on the fly, with permission based technology. Enhanced triggers for productivity
reporting. Audit trails, internal controls, and more without the need for extensive
modifications.
•The ability to form global purchasing cooperatives for more efficient purchasing and
advanced supply side management, all without cost. 360 degree view of the enterprise.
•OpenPro is an IBM Business Partner.

2013                                   www.opboss.com                                      7
Actual Example For Comparison Purposes
                                    Traditional In-House ERP        F&A Outsourced Solution
       Licensing                    $500,000                        None

       Installation and training    $500,000                        None

       Customization,               $1,000,000                      None
       integration, 3rd part add-
       ons


       Back office staff overhead   $1,000,000 annually x 5 years   $700,000 annually x 5 years
       and allocation expenses      = $5,000,000                    = $3,500,000


       Totals                       $7,000,000                      $3,500,000
       Savings                                                      $3,500,000


2013                                        www.opboss.com                                        8
Three Service Plan Options

       This is ideal for businesses that seek to explore the ever
       increasing range of open source-based ERP solutions, advanced
       servicing cloud, and customized hybrid configurations.

       Businesses can seamlessly move from and among these three
       plans without financial hardship or business inconvenience.




2013                            www.opboss.com                         9
OPTION 1

       Service        Service Plan Description                Pricing




  Purchase OpenPro   Operate the OpenPro ERP          Easy ERP - $9,000 to
  Easy ERP or        solutions on your servers and    $25,000
  Enterprise ERP     continue to manage back office
  Solution.          staff internally.                Enterprise Solution –
                                                      From $30,000+




2013                            www.opboss.com                                10
OPTION 2

          Service           Service Plan Description                 Pricing

   OpenPro Enterprise       One low price includes all ERP    Customized lowest
   ERP FOR FREE while       software, multiple redundant      cost option.
   OpenPro BOSS runs        backup, network security and
   and manages your non-    non-managerial back office        Company fixed
   managerial accounting,   staff. OpenPro BOSS Staff         overhead slashed by
   bookkeeping and          located at our offsite location   30%-50% overnight.
   customer service         in the Cloud.                     No upfront costs or
   functions.                                                 early termination fees.




2013                                www.opboss.com                                      11
OPTION 3

            Hybrid Plan                Plan Description                   Pricing

       Purchase select ERP         Gradual change                  Customized lower cost
       modules you need for        management solution             option.
       traditional in-house ERP    provides businesses the
       solutions. OpenPro          flexibility to increase their
       BOSS provides the           commitment to the Service
       remaining modules           Cloud over time. Scale up to
       without charge for which    increase your savings and
       BOSS provides               gain efficiencies.
       servicing. Scale up or
       down in a flexible model.
       Save money with lots of
       options for the future.


2013                                      www.opboss.com                                   12
Business Process Outsourcing With A Social Conscience



   Consider the effects of outsourcing on displaced workers:

   •Look beyond the short-term interests of key executives and investors.

   •C-level executives need tools to bridge the gap between the public interest and their fiduciary
   business interests.




2013                                       www.opboss.com                                             13
OpenPro BOSS Combines Outsourcing With Outplacement

        OpenPro BOSS Partners With Best In Class Global Outplacement Firms
           To Provide Displaced Workers Employer Sponsored Access To:

                                    Workshops

                                    Mentoring

                                Job Search Advice

                                    Re-training

                                  Re-positioning

                                  Outplacement



2013                                www.opboss.com                           14
Win-Win For All
                   Combining Outsourcing With Outplacement

OpenPro BOSS Partners With Best In Class Global Outplacement Firms In A Win-Win For
Workers, Companies, And Local Communities:

•Corporate Brand Enhancement

•High re-employment rates for workers

•Enhanced skills for workers

•Goodwill in the community

•Remaining workers feel good about a company that cares for displaced employees

•Release from corporate legal liability as a condition of providing outplacement services


2013                                       www.opboss.com                                   15
to view our BOSS “At A Glance”
brochure




                       Outsourcing Services For
                        Mid-Market Companies




                               Click to view our At A Glance brochure
                                       or call: 714.378.4600


     2013                                    www.opboss.com             16

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Outsourcing Services For Mid-Market Companies

  • 1. OpenPro BOSS Presentation Outsourcing Services For Mid-Market Companies 2013 www.opboss.com 1
  • 2. Global Finance & Accounting Outsourcing Market Set to Reach $44.9 Billion by 2015, according to New Report by Global Industry Analysts, Inc. Demand for outsourcing services is gaining momentum amongst mid- market. The need for reducing costs, increasing productivity and maximizing cash flow, and enhancing payables is driving the adoption of F&A outsourcing services among mid-market firms. Source: Global Industry Analysts, Inc., was founded in 1987, and is globally recognized as one of the world's largest market research publishers. The company employs over 800 people worldwide and publishes more than 1100 full- scale research reports each year. Additionally, the company also offers thousands of smaller research products including company reports, market trend reports, and industry reports encompassing all major industries worldwide. 2013 www.opboss.com 2
  • 3. Primary Market Leaders in F&A Outsourcing EXL Service Holdings, Inc. Genpact, Ltd. Tata Consultancy Services Target Customers are the Fortune 1000. The mid-market is underserved. 2013 www.opboss.com 3
  • 4. Seven Barriers To Entry In The Middle Market For F&A Outsourcing 1.Customers will not sacrifice the ability to customize in order to achieve labor savings. 2.Customers are unwilling and/or unable to devote resources toward customization and integration of 3rd party ERP applications. 3.Popular brand names do not provide source code (SAP, Oracle, MS Dynamics, etc.) 4.Customer dissatisfaction is very high with lack of source code and inflexible nature of 3 rd party products and add-ons to commercial packages. F&A outsourcers in the mid-market experience high customer attrition as a result. 5.Lack of fully developed open source-based ERP solutions to select from for both in-house use and F&A outsourcing. It takes years to develop and establish credibility. 6.VARs are often unwilling to forego large commission and consulting income opportunities by recommending lower cost solutions to middle market customers. 7.CIO’s and CTO’s are troubled by the growth of Cloud Computing and the perceived effects on their organization roles and value over time. The actual risks of Cloud Computing are often exaggerated or misstated. CEO’s and CFO’s don’t always receive objective advice. 2013 www.opboss.com 4
  • 5. The BOSS SOLUTION 2013 www.opboss.com 5
  • 6. Four Key Attributes For An Extended Global Enterprise (EGE) Solution 1.Increase value to the business, and help achieve competitive advantage. Beyond meeting service levels and cost benchmarks, it also enables flexibility and the ability to quickly adopt new processes, assemble talent, deliver new technology and centrally collect and analyze relevant data. 2.Design is influenced more by customer need and business strategy than by the traditional organizational structure. 3.A balanced portfolio of services and processes that spans across functions, and deploys the most appropriate capabilities whether they are internal, globally sourced or technology enabled. 4.Governed by an empowered organization that has a charter to support the business, manage the delivery model and is measured by the value it creates. Source: The Death of Outsourcing By Cliff Justice, KPMG Partner, Shared Services and Outsourcing Advisory 2012 2013 www.opboss.com 6
  • 7. OpenPro BOSS Is An Extended Global Enterprise (EGE) Solution •OpenPro, established in 1998, is the first fully web based ERP system in the industry, and completely open source based. •Quality focused on the solution. Since its inception, OpenPro has been dedicated to producing technologically superior business software solutions and backing them with the finest implementation techniques and first class service. •Fully and seamlessly integrates with any 3rd party provider with API’s or XMLS resulting in global access in a single access point. •Database environment combined with Open Source reduces the need for customization. Extensive reporting capabilities. •Built-in WorkFlow/Business Intelligence module can track and protect all processes and procedures, on the fly, with permission based technology. Enhanced triggers for productivity reporting. Audit trails, internal controls, and more without the need for extensive modifications. •The ability to form global purchasing cooperatives for more efficient purchasing and advanced supply side management, all without cost. 360 degree view of the enterprise. •OpenPro is an IBM Business Partner. 2013 www.opboss.com 7
  • 8. Actual Example For Comparison Purposes Traditional In-House ERP F&A Outsourced Solution Licensing $500,000 None Installation and training $500,000 None Customization, $1,000,000 None integration, 3rd part add- ons Back office staff overhead $1,000,000 annually x 5 years $700,000 annually x 5 years and allocation expenses = $5,000,000 = $3,500,000 Totals $7,000,000 $3,500,000 Savings $3,500,000 2013 www.opboss.com 8
  • 9. Three Service Plan Options This is ideal for businesses that seek to explore the ever increasing range of open source-based ERP solutions, advanced servicing cloud, and customized hybrid configurations. Businesses can seamlessly move from and among these three plans without financial hardship or business inconvenience. 2013 www.opboss.com 9
  • 10. OPTION 1 Service Service Plan Description Pricing Purchase OpenPro Operate the OpenPro ERP Easy ERP - $9,000 to Easy ERP or solutions on your servers and $25,000 Enterprise ERP continue to manage back office Solution. staff internally. Enterprise Solution – From $30,000+ 2013 www.opboss.com 10
  • 11. OPTION 2 Service Service Plan Description Pricing OpenPro Enterprise One low price includes all ERP Customized lowest ERP FOR FREE while software, multiple redundant cost option. OpenPro BOSS runs backup, network security and and manages your non- non-managerial back office Company fixed managerial accounting, staff. OpenPro BOSS Staff overhead slashed by bookkeeping and located at our offsite location 30%-50% overnight. customer service in the Cloud. No upfront costs or functions. early termination fees. 2013 www.opboss.com 11
  • 12. OPTION 3 Hybrid Plan Plan Description Pricing Purchase select ERP Gradual change Customized lower cost modules you need for management solution option. traditional in-house ERP provides businesses the solutions. OpenPro flexibility to increase their BOSS provides the commitment to the Service remaining modules Cloud over time. Scale up to without charge for which increase your savings and BOSS provides gain efficiencies. servicing. Scale up or down in a flexible model. Save money with lots of options for the future. 2013 www.opboss.com 12
  • 13. Business Process Outsourcing With A Social Conscience Consider the effects of outsourcing on displaced workers: •Look beyond the short-term interests of key executives and investors. •C-level executives need tools to bridge the gap between the public interest and their fiduciary business interests. 2013 www.opboss.com 13
  • 14. OpenPro BOSS Combines Outsourcing With Outplacement OpenPro BOSS Partners With Best In Class Global Outplacement Firms To Provide Displaced Workers Employer Sponsored Access To: Workshops Mentoring Job Search Advice Re-training Re-positioning Outplacement 2013 www.opboss.com 14
  • 15. Win-Win For All Combining Outsourcing With Outplacement OpenPro BOSS Partners With Best In Class Global Outplacement Firms In A Win-Win For Workers, Companies, And Local Communities: •Corporate Brand Enhancement •High re-employment rates for workers •Enhanced skills for workers •Goodwill in the community •Remaining workers feel good about a company that cares for displaced employees •Release from corporate legal liability as a condition of providing outplacement services 2013 www.opboss.com 15
  • 16. to view our BOSS “At A Glance” brochure Outsourcing Services For Mid-Market Companies Click to view our At A Glance brochure or call: 714.378.4600 2013 www.opboss.com 16

Notes de l'éditeur

  1. OpenPro Back Office Service Solutions, or “BOSS” is a leader in the Service Cloud. As a Service Cloud Provider, BOSS combines the best in class components of the Cloud along with the servicing aspects necessary to run your business. The result is that small to medium sized businesses can now take advantage of the combination of people plus technologies that help make large businesses very successful.