EstesGroup Capabilities Summary

February 2012

Topics

• Background• Focus and Expertise• Financial, ERP & CRM Systems Software Sales and

Implementation• Support Services

History, Mission and Vision• We are an 8 year old IT services firm led by ERP consulting industry

experts: We help businesses run better.• We are a managed-services reseller of cloud and on-premise solutions,

primarily with Financial, ERP, and CRM expertise• We specialize in mid-market ERP, selling SAP and Epicor as a full service

Partner to each firm.• We provide Cloud software and technical support as well.• We have employees and projects throughout the US• Our IT services include project-based software sales and integration,

software development, staff augmentation, and technology support – often referred to as a “hybrid” model.

• We focus on customer satisfaction at all levels in the organization and reward all members of our teams on customer satisfaction.

Our Approach

• Client partnerships with hands-on from both sides• Clear shared objectives, such as

– Lowering IT and Business costs through improved efficiency– Increased sales through improved processes– Affordability of the solution relative to the return expected

• Solid and proven methodology for all projects• Certified PM’s and technical delivery experts in the skills

required• Measurement and signoff throughout the project to the

agreed-upon plan

EstesGroup Leadership

• Cori Smith - President & CEO• Bruce Grant - Managing Partner• Brandon Haave, Sr. Partner, VP Operations• John Koski - Director, Business Development• Matt Thompson - Director, Professional Services• Kim McReynolds- Director, Marketing• Sean Hallahan- Sr. Account Executive, NYC Area Director• Stuart Hill- Principal, DC Area Director• Russ Orten-Principal and CFO

Solutions

• Financial Services– Private Equity– Capital Markets– Prime Brokerage– Risk Management– Banking & Insurance

• Professional Services– Project Management– Financial Management– Proposals & CRM– Time Reporting & Billing

• Manufacturing / Distribution– Aerospace & Defense– Instruments & Controls– Industrial Machining & Metals– Green Technology– Distribution

• Public Sector– Financial Systems– Membership Solutions– ERP/CRM/MIS Solutions– BI/DW/ECM & Web

Sample Clients

• ERP Specialists. Clients include:RT Logic JP Morgan ChaseBMW North America Peer BearingVolvo N. America Dake

• Financial Industry specialists. Clients include:UBS XE CapitalFINRA TD AmeritradeJPMorgan Chase CitiGroupFirstBank MarcoPolo Network

SAP Success Stories and Expertise• SAP Business ByDesign Solution Reseller

– SAP’S new “Cloud” offering that encompasses most of the ERP features in their suite• Multiple Full Life Cycle Engagements

– Supply Chain, Manufacturing, Production, Financials– SAP Systems Integration to Other Applications e.g., Oracle,

PeopleSoft, etc.– Extensive Global Rollout Expertise with major clients– Strong Program / Change Management Skills– Several strategy engagements focusing on TCO and Centers of

Excellence, including Best Practices• SAP Staffing Support

– Key vendor to numerous integrator and end user companies– Over 40,000 SAP professionals with over 5 years of expertise in

proprietary database

Volvo N. America

• Engaged 2005-2007• Created SAP based reports for Mack division

to enable inventory control• Created Oracle data base interfaces for their

scheduling and distribution system• Created Java applets for integration to the

above system

JP Morgan Chase

• Engaged 2007-2008• Developed new interface to SAP single

instance FICO for BankOne integration• Largest single instance account for SAP

worldwide • Created FICO reports and dashboards• Supported Dayton, OH and London operations

University of Colorado• On-going client since 2007• U-CO has a SharePoint, PeopleSoft, Oracle

Financials environment• One project involved integration with these

systems to roll out MS Exchange• Another project included integration of Live@edu’s

rollout (Microsoft educational offering) with their SharePoint/Peoplesoft/Oracle Financials systems

• Very high client satisfaction

Epicor Projects - Recent Success Stories (1 of 2)

RT Logic- Colorado Springs, CO - E9 Rollout (Manufacturing) 2009 to PresentSold and managed the rollout of E9 to a defense electronics manufacturing firm. Created links between E9 and Deltek. Managed all aspects of the effort, including installation, education, business process mapping, financials, manufacturing, and CRM. E9 is live and customer is reference-able. Technologic Systems – Phoenix, AZ - E9 Rollout (Manufacturing) 2009 to PresentManaged the rollout of E9, education, business process mapping, and delivery for an Estes Group client. E9 is live and customer is reference-able. Integral Systems-Columbia MD - E9 CRM Rollout (Professional Services) 2010 to PresentSold and managed the rollout of E9 to a defense electronics manufacturing firm to create a company-wide quoting and CRM capability. Managed all aspects of the effort, including installation, education, business process mapping, and CRM process flows. Project is on-going and on track. PartMiner Worldwide, Centennial CO - E9 Rollout (Distribution) 2010 to PresentSold and managed the rollout of E9 to an international distribution firm. Managing all aspects of the effort, including installation, education, business process mapping,. Project is on-going and on track.

Epicor Projects - Recent Success Stories (2 of 2)

DeTect Inc- Longmont, CO - E9 Rollout (Manufacturing) 2010 to PresentSold and managed the rollout of E9 to a weather electronics manufacturing firm to create a company-wide manufacturing and financial base. Managed all aspects of the effort, including installation, education, business process mapping, and process flows. Project is on-going and on track. Telect- Seattle, WA - E9 Rollout (Manufacturing) 2010 to PresentSupported the E9 financial rollout, including education and general ledger with all supporting modules for a large Epicor client. E9 is live. HydroHoist – Claremore, OK - E9 Rollout (Manufacturing) 2010 to PresentManaged the project rollout, including install and early education, for an Epicor client. E9 is live. Epicor Inc / Miscellaneous Clients – Nationwide - E9 Functional Support 2009 to PresentEstesGroup has provided direct functional support to Epicor’s clients in the areas of Financials, Distribution, Manufacturing, Professional Services, and CRM. Epicor Inc / Miscellaneous Clients – Nationwide - E9 Technology Support 2009 to PresentEstesGroup has provided direct support to Epicor’s clients in the areas of Data Migration (DMT expertise primarily), EPM, FRX and AFR, TieCommerce EDI, Avalara Tax, etc.

Genentech

• Major biotechnology firm requested ERP support for analysis of SAP implementation

• Total cost of ownership, comparison to peer groups, and strategy for Project Management Office (PMO) were included in scope

• Subbed work to SAP to access internal knowledge of SAP operations and to complete the project rollout

Financial Regulatory Authority (FINRA)

• Client since 2005• Highly technical “software factory” creating

unique systems with zero error tolerance• Integrated their custom applications with their

Peoplesoft and Oracle Financials• Java, Documentum, SQL server, and .Net are

other primary skill sets• Provided staff with configuration management

and release management skills

IT Support

• 100,000 resume proprietary repository with best practices from decades of experience

• Solid credentials and network: focused• 2 recruiters with average of 8 years experience• Help desk and customer call center• Exceptional ability to find and deliver the best: We get it.• Exceptional client satisfaction !

Summary/Next Steps

• We are proud of our track record in providing high quality technology solutions at affordable levels to major clients

• We have functional and technical personnel on staff with deep ERP, Financials, and CRM experience

• We appreciate the opportunity to present our credentials to you

• We would welcome the opportunity to move further forward: Contact us today!