Business Plan Sample - Technology Company Vilex. Created in PowerPoint format. Created by Wanda Halpert for Concord Business Plans. We write business plans for startups and public or private companies in all sectors including technology, resources, entertainment, hospitality and more. Wanda has completed over 500 business plans that have raised more than $1 Billion in investment capital.

1. VILEX PDF Maker www.vilexpdf.com
Business Plan (705)831-1590

2. 2VILEX PDF
CONTENTS
Products & Services
Business Model
Market Analysis
SWOT Analysis
Marketing Strategy
Operations Strategy
Financial Considerations
VILEX SYSTEMS
• CONTROL PDF
• TRACK PDF
• PROTECT PDF
• MANAGE PDF
• SECURE PDF

3. 3VILEX PDF
INTRODUCTION
Vilex Systems Inc is a technology company specializing in “Smart Document
Technology” that empowers creators of PDF documents to control, track and interact
with their electronic content. Although Vilex’s protected pdf solution does not provide
“encryption”, clients are known to have used the company’s products as a baseline
level of document protection. The product is used as a low cost alternative to Adobe
LiveCycle, Liquid Machines and GigaTrust.
Educational institutes, large corporates, research organizations and small businesses
can use the power of Vilex System Inc’s products to manage and rationalize visibility of
content to specific stakeholders located across multiple locations. The technology
allows users to create intelligent PDFs that control and protect content, collect reader
information, generate sales leads and analyze reader behavior.
The company’s solutions can be used with a variety of PDF documents including
educational materials, case studies, research reports, eBooks, investment proposals,
training manuals, newsletters, e-magazines and many other applications. The products
provide a cost effective and flexible alternative in situations where large software
licenses are not a viable option.
This presentation looks at the restructuring strategy being undertaken by the company
Vision
“To become the supplier of choice
for small-to-medium sized
businesses”
Mission
• Provide a one stop shop for
document management
• Build cost effective solutions
• Be known as a leading
provider of document risk
management technology
• Keep innovation at the heart
of business policies
Keys to success
•Responding to user demand
•Value for money
•Easy to use applications
•Strong after sales support

4. 4VILEX PDF
PRODUCTS & SERVICES
ProtectedPDF
•A Digital Rights
Management (DRM)
solution
•For organizations that
publish and distribute
PDF-based documents
such as textbooks,
educational materials,
case studies, research
reports,, or any other
PDF document.
iPad Application
•A new application to be
launched
•Mechanism to view
protectedpdf documents
on an iPad device.
•Similar level of security
and protection of PDF
documents as with
protectedpdf
Analytics Module
for Protectedpdf
•A new application to be
launched
•A powerfully combined
PDF DRM and analytics
solution.
•Document protection
and a tracking of viewer
metrics and analyze
reader behavior
Vilex Platform
(prev. Unified
Engine)
•A general purpose
software framework
•A powerfully combined
PDF protection, analytics
and forms solution.
•Can be used with any
PDF-based document
manuals
The company also provides onsite technical support and maintenance on an ongoing basis.

5. 5VILEX PDF
PLATFORM OVERVIEW
New Vilex System
Vilex PDF Platform
Hosted by Vilex | Installed On -Site | Hosted by Customer
Customizable Solution Components
User Interface | Integration | Administration | Batch Uploading | Document Management | Reporting
PDF Protection
& Control
PDF Tracking &
Analytics
PDF Forms &
Data Collection
New Vitrium Platform

6. 6VILEX PDF
BUSINESS MODEL
Vilex PDF Systems

7. 7VILEX PDF
NEW OPERATIONS STRATEGY
• Vacant leadership posts to be back filled
• Development manager to be hired at CTO level
• Interim CEO appointed
• Sales lead needed
• CFO needed on a long term basis
Leadership
• Assessment of change to be undertaken by CEO
• Roles and responsibilities to be defined
• Improved communication process to be rolled out
Organization
• New Vice President to be appointed
• Finance function processes to be strengthened
• Accounts receivable process to be revamped
• Reporting to be improved
• Cash management to be streamlined
Finance
Key changes required and steps undertaken include;

8. 8VILEX PDF
NEW OPERATIONS STRATEGY
• Goals for each department to be defined
• Performance metrics based on goals to be created
• 3 year strategic plan to be revisited each year
Performance
Management
•Documentation standards and policy to be defined
•Documentation standards to be integrated to ensure that corporate
memory is developed
•CEO to allocate responsibility for proper standards of documentation
management
Documentation
Policy
•New Sales lead needs to be appointed – in-house or external
candidate
•New compensation plan needed
•Roles and responsibilities to be defined
Sales

9. 9VILEX PDF
NEW OPERATIONS STRATEGY
• Existing strategies to be scaled up
• Product management team to be built
• “Stagegate” process to be incorporated to force review and approval of
new concepts
Marketing
• CEO to work with new Development manager and define SDLC policy
• Standardized documentation at each development stage to be
implemented
• Software tester to produce test strategy and test plan
• Configuration management policy to be framed
Software
Development
• CEO with Development manager to build acceptable project management
policies
• Formal change processes, governance, scoping and bug fixing policies to
be defined
Project
Management

10. 10VILEX PDF
REVENUE MODEL
Vilex PDF

11. 11VILEX PDF
MARKET ANALYSIS
• The global software market shrank by 5.4% in 2009 to reach a value
of $225.5 billion.
• In 2014, the global software market is forecast to have a value of
$299.1 billion, an increase of 32.6% since 2009.
• General business productivity is the largest segment of the global
software market, accounting for 23.8% of the market's total value.
• Americas accounts for 47% of the global software market value.
Global IT Spending Overview
– As per the forecast made by Gartner, Inc., the worldwide IT
spending exceeded $3.4 trillion in 2010, an estimated increase
of 5.3% compared to 2009 ($3.2 trillion).
– The IT industry is expected grow steadily with IT spending
projected to surpass $3.5 trillion in 2011, a growth of 4.2% when
compared to 2010.
– The software spending throughout the world is expected to have
touched $232 billion in 2010, an increase of 5.1% from 2009.

12. 12VILEX PDF
GLOBAL TECHNOLOGY SPENDING

13. 13VILEX PDF
SOFTWARE PUBLISHING INDUSTRY -USA
With more businesses using technology to improve efficiency, software publishers are enjoying continued strong
demand. Also, developments in semiconductor technology will expand the industry's market to cell phones, tablet
computers and even cars.
However, competition looms in the form
of free, low-cost, or rental-based cloud
computing services from companies like
Google and Salesforce.com. To improve
their cash flow, software publishers will
increasingly switch from the traditional
develop-and-release model to a more
subscription-based model.

14. 14VILEX PDF
RIGHTS MANAGEMENT OF DIGITAL DOCUMENTS
This industry can be categorized into the following:
•DRM: Digital Rights Management is the term used for
applying controls on multimedia assets such as audio, video
and pictures.
•EDRM: Enterprise Digital Rights Management is a set of
distinct technologies used to apply mandatory controls on
enterprise assets such as emails, word processing and spread
sheet files, PDFs, computer-aided design/computer aided
manufacturing files, and other digital assets.
•ERM: Enterprise Rights Management refers to a class of
products that control the use, circulation, and
compartmentalization of documents produced by an
enterprise. ERM resembles DRM in two respects.
As Vilex System works in the space of DRM , the market is
projected to cross $2.4 billion by 2015
Market Share, By Region
Regions Market Share
North America 58%
European Union 24%
Asia Pacific 13%
Latin America 3%
Middle East 2%

15. 15VILEX PDF
DRM – BY SECTOR
•The sectors with the highest
incidence of DRM solutions
include healthcare, banking,
the public sector and insurance
• A very high proportion of
institutions and organizations
across these sectors were
planning short- to medium-
term investments in DRM
solutions.
•In the healthcare sector, 63%
of institutions were planning
to invest in DM and RM
solutions over the next two
years, and nearly one in two
institutions were looking
towards investing in DAM
solutions.
•Insurance was estimated as the next growth hotspot, with 61%, 53% and 50% of respondents planned investments
in DM, RM and DAM solutions respectively.

16. 16VILEX PDF
SWOTY ANALYSIS
Strengths
- Existing player in the market
- Market well segmented
- Restructuring based on real life issues
faced
- Aggressive marketing strategy
- Demand for secure
documentation growing
- Product pipeline being developed
Weaknesses
- Low brand visibility
- Failure to penetrate the market
first time around
- Limited capacity to launch a big
marketing campaign
- Requirement to build a new
team from scratch
Opportunities
- Globalization will demand more
secure documentation
management
- SME businesses engine for
future fiscal growth
- All computer users looking to
improve security features
- Value for money an essential
component in curent market
scenario
Threats
- Competition from existing
players in similar technology
- Competition from new entrants
in the market
- A double dip recession might
impact technology spending
- Firming up of Canadian dollar
against other currencies may
impact the revenue of the company

17. 17VILEX PDF
MARKETING STRATEGY
• Outbound
Marketing
• Lead Prospecting
• Targeted
Campaigns
• Content Creation
• Inbound
Marketing
• Natural Ranking
(SEO)
• Paid Ranking
(SEM)

18. 18VILEX PDF
VALUE PROPOSITION
Ease of Use – No Plug In
•To provide a seamless and unimposing experience
for readers
•To reduce support calls
•To be able to offer protected documents to a wider
audience
Process Integration
•Can be integrated with
•ecommerce systems
•Credential systems
•Learning management systems (LMS)
•Databases
Affordable EDRM
•Priced at the lower end of the scale
•Cheaper than Adobe Lifecycle, Next Labs etc
•Product of choice for medium sized businesses
Document Analytics
•Company will be able to separate itself apart from
the PDF protection and EDRM competition
•Very few competitors offer functionality such as
document-level and page-level analytics
Vilex PDF

19. 19VILEX PDF
SALES STRATEGY

20. 20VILEX PDF
OPERATIONS STRATEGY
Year 1
• Expand into 2 vertical markets,
Financial Services and Market
Research
• Triple the number of existing
clients within these 2 vertical
markets (56 net new clients)
• Sell PDF Enterprise license +
Professional Services
• Sell new “Vertical Bundle”
• Launch iPad application
• Launch analytics module
Year 2
• Continue Expansion
• Market new Vilex Platform
• Support sales team Channel
Strategy
Year 3
• Continue Expansion with scenarios
and strategies mentioned in year 1
and 2

21. 21VILEX PDF
MANAGEMENT STRUCTURE

22. 22VILEX PDF
MILESTONES & TIMELINES

23. 23VILEX PDF
FINANCIAL CONSIDERATIONS
Start-up Requirements
Start-up Expenses
Pre-Operative Expenses $250,000
Marketing &PR $300,000
Other $100,000
Total Start-up Expenses $650,000
Start-up Assets
Cash Required $500,000
Other Current Assets $0
Long-term Assets $0
Total Assets $500,000
Total Requirements $1,150,000

24. 24VILEX PDF
SALES FORECAST
Sales Forecast
FY 2012 FY 2013 FY 2014
Sales
Recurring Revenue $1,014,646 $2,504,699 $3,402,089
New Enterprise Pricing Increase -
Existing Clients $94,917 $0 $0
New Enterprise Support Package -
Existing Clients $47,532 $0 $0
Expand in 2 Vertical Markets $1,704,498 $0 $0
Sell iPad App $900,988 $0 $0
Expand in Existing 2 Vertical
Markets with Existing PPDF $0 $713,000
Expand in Existing 2 Vertical
Markets with New Vilex Engine
$0 $248,000 $868,000
Expand in New Vertical Market with
New Vilex Engine $0 $465,000 $232,500
Implement Channel Strategy $0 $336,000 $1,344,000
Sell More iPad/Android Apps $0 $350,000 $650,000
iPad/Android Maintenance Support
$0 $70,000 $130,000
Sales Analytics Module $301,446 $0 $0
Total Sales $4,064,027 $4,686,699 $6,626,589

25. 25VILEX PDF
BENCHMARKS & BREAK EVEN ANALYSIS
Break-even Analysis
Monthly Revenue Break-even $330,612
Assumptions:
Average Percent Variable Cost 0%
Estimated Monthly Fixed Cost $330,612

26. 26VILEX PDF
PROFIT & LOSS
Pro Forma Profit and Loss
FY 2012 FY 2013 FY 2014
Sales $4,064,027 $4,686,699 $6,626,589
Direct Cost of Sales $0 $0 $0
Other Costs of Sales $0 $0 $0
Total Cost of Sales $0 $0 $0
Gross Margin $4,064,027 $4,686,699 $6,626,589
Gross Margin % 100.00% 100.00% 100.00%
Expenses
Payroll $1,630,932 $1,981,198 $2,228,928
Marketing/Promotion $255,126 $336,000 $450,000
Depreciation $0 $0 $0
Consulting Fees $312,293 $389,366 $469,366
Office Lease & Operating Costs $111,024 $182,420 $213,020
Office, Communications, Marketing
and Misc.
$1,310,568 $1,019,446 $1,126,646
Payroll Taxes $244,640 $297,180 $334,339
Professional Fees $102,756 $137,750 $197,750
Total Operating Expenses $3,967,339 $4,343,360 $5,020,049
Profit Before Interest and Taxes $96,688 $343,339 $1,606,540
EBITDA $96,688 $343,339 $1,606,540
Interest Expense $0 $0 $0
Taxes Incurred $29,006 $103,002 $481,962
Net Profit $67,682 $240,338 $1,124,578
Net Profit/Sales 1.67% 5.13% 16.97%

27. 27VILEX PDF
CASH FLOW STATEMENT
Pro Forma Cash Flow
FY 2012 FY 2013 FY 2014
Cash Received
Cash from Operations
Cash Sales $4,064,027 $4,686,699 $6,626,589
Subtotal Cash from Operations $4,064,027 $4,686,699 $6,626,589
Additional Cash Received
Sales Tax, VAT, HST/GST Received $0 $0 $0
New Current Borrowing $0 $0 $0
New Other Liabilities (interest-free) $0 $0 $0
New Long-term Liabilities $0 $0 $0
Sales of Other Current Assets $0 $0 $0
Sales of Long-term Assets $0 $0 $0
New Investment Received $0 $0 $0
Subtotal Cash Received $4,064,027 $4,686,699 $6,626,589
Expenditures FY 2012 FY 2013 FY 2014
Expenditures from Operations
Cash Spending $1,630,932 $1,981,198 $2,228,928
Bill Payments $2,076,574 $2,551,387 $3,206,679
Subtotal Spent on Operations $3,707,506 $4,532,585 $5,435,607
Additional Cash Spent
Sales Tax, VAT, HST/GST Paid Out $0 $0 $0
Principal Repayment of Current Borrowing $0 $0 $0
Other Liabilities Principal Repayment $0 $0 $0
Long-term Liabilities Principal Repayment $0 $0 $0
Purchase Other Current Assets $0 $0 $0
Purchase Long-term Assets $0 $0 $0
Dividends $0 $0 $0
Subtotal Cash Spent $3,707,506 $4,532,585 $5,435,607
Net Cash Flow $356,521 $154,114 $1,190,982
Cash Balance $856,521 $1,010,635 $2,201,618

28. 28VILEX PDF
BALANCE SHEET
Pro Forma Balance Sheet FY 2012 FY 2013 FY 2014
Assets
Current Assets
Cash $856,521 $1,010,635 $2,201,618
Other Current Assets $0 $0 $0
Total Current Assets $856,521 $1,010,635 $2,201,618
Long-term Assets
Long-term Assets $0 $0 $0
Accumulated Depreciation $0 $0 $0
Total Long-term Assets $0 $0 $0
Total Assets $856,521 $1,010,635 $2,201,618
Liabilities and Capital FY 2012 FY 2013 FY 2014
Current Liabilities
Accounts Payable $288,839 $202,616 $269,021
Current Borrowing $0 $0 $0
Other Current Liabilities $0 $0 $0
Subtotal Current Liabilities $288,839 $202,616 $269,021
Long-term Liabilities $0 $0 $0
Total Liabilities $288,839 $202,616 $269,021
Paid-in Capital $1,150,000 $1,150,000 $1,150,000
Retained Earnings ($650,000) ($582,318) ($341,981)
Earnings $67,682 $240,338 $1,124,578
Total Capital $567,682 $808,019 $1,932,597
Total Liabilities and Capital $856,521 $1,010,635 $2,201,618
Net Worth $567,682 $808,019 $1,932,597

29. VILEX PDF Maker www.vilexpdf.com
Business Plan (604)677-1500