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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              • Manufacturing / Distribution
   –   Private Equity                –   Aerospace & Defense
   –   Capital Markets               –   Instruments & Controls
   –   Prime Brokerage               –   Industrial Machining & Metals
   –   Risk Management               –   Green Technology
   –   Banking & Insurance           –   Distribution
• Professional Services           • Public Sector
   –   Project Management            –   Financial Systems
   –   Financial Management          –   Membership Solutions
   –   Proposals & CRM               –   ERP/CRM/MIS Solutions
   –   Time Reporting & Billing      –   BI/DW/ECM & Web
Sample Clients
• ERP Specialists. Clients include:
   RT Logic                    JP Morgan Chase
   BMW North America           Peer Bearing
   Volvo N. America            Dake


• Financial Industry specialists. Clients include:
   UBS                         XE Capital
   FINRA                       TD Ameritrade
   JPMorgan Chase              CitiGroup
   FirstBank                   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 Present
Sold 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 Present
Managed 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 Present
Sold 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 Present
Sold 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 Present
Sold 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 Present
Supported 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 Present
Managed the project rollout, including install and early education, for an Epicor client. E9 is live.

Epicor Inc / Miscellaneous Clients – Nationwide - E9 Functional Support2009 to Present
EstesGroup 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 Support2009 to Present
EstesGroup 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!

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Estes Group Capabilities Overview

  • 2. Topics • Background • Focus and Expertise • Financial, ERP & CRM Systems Software Sales and Implementation • Support Services
  • 3. 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.
  • 4. 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
  • 5. 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
  • 6. Solutions • Financial Services • Manufacturing / Distribution – Private Equity – Aerospace & Defense – Capital Markets – Instruments & Controls – Prime Brokerage – Industrial Machining & Metals – Risk Management – Green Technology – Banking & Insurance – Distribution • Professional Services • Public Sector – Project Management – Financial Systems – Financial Management – Membership Solutions – Proposals & CRM – ERP/CRM/MIS Solutions – Time Reporting & Billing – BI/DW/ECM & Web
  • 7. Sample Clients • ERP Specialists. Clients include: RT Logic JP Morgan Chase BMW North America Peer Bearing Volvo N. America Dake • Financial Industry specialists. Clients include: UBS XE Capital FINRA TD Ameritrade JPMorgan Chase CitiGroup FirstBank MarcoPolo Network
  • 8. 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
  • 9. 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
  • 10. 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
  • 11. 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
  • 12. Epicor Projects - Recent Success Stories (1 of 2) RT Logic- Colorado Springs, CO - E9 Rollout (Manufacturing)2009 to Present Sold 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 Present Managed 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 Present Sold 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 Present Sold 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.
  • 13. Epicor Projects - Recent Success Stories (2 of 2) DeTect Inc- Longmont, CO - E9 Rollout (Manufacturing) 2010 to Present Sold 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 Present Supported 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 Present Managed the project rollout, including install and early education, for an Epicor client. E9 is live. Epicor Inc / Miscellaneous Clients – Nationwide - E9 Functional Support2009 to Present EstesGroup 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 Support2009 to Present EstesGroup 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.
  • 14. 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
  • 15. 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
  • 16. 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 !
  • 17. 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!