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Event   power plex keynote 2011
company
update
Mark Symonds, CEO
Growth
	 50,000                        New Customers

                                   37
	 37,500



	 25,000



	 12,500



     	 0
           2007   2008   2009     2010          2011
Analyst Recognition
                                                      ChainLink Research:  "While Epicor has recently announced Epicor Express as their
                                                      SaaS ERP solution for the smallest manufacturers, Plex Online remains the sole true
                                                                                      SaaS vendor with real manufacturing functionality."

Gartner Group: "Pure SaaS vendors offering suite based ERP solutions are few in number with
Netsuite and Plex being the most notable vendors seeing success and traction in the market place
thus far. Recent meetings with Plex indicate that the company is continuing an upward momentum in
terms of customer count, and average monthly subscription revenues as it wins larger accounts."

                                                     Technology Evaluation Centers:  "For the time being, there is only one true SaaS
                                                     provider that offers a complete ERP solution for manufacturing companies: Plex
                                                     Online."

 Vital Analysis:  "If you don’t know Plex, they’ve got a solid SaaS (software-as-a-service) ERP
 solution. We believe that Plex has market awareness, customer credentials and market
 momentum going for it now."
                                                     Technology Evaluation Centers:  2011 Predictions - "In the ERP space, Plex will
                                                     probably still dominate the SaaS segment for manufacturers."


Technology Evaluation Centers:  "Plex Systems is one of the
strongest SaaS ERP solutions for manufacturing on the market."
IPO
Service
Availability
         99.998%                        7-12 minutes
 12 months
may    june   july   aug   sept   oct       nov    dec   jan   feb   march   april   may




                                                               524160
Customer Satisfaction
4.60                          4.52


       Uptime
                                     4.35



                       3.67
                3.58
3.45




2.30




1.15




  0

       2007     2008   2009   2010   2011
1,800,000




	 1,350,000




 	 900,000



                                                           Total Logins
 	 450,000




       	 0
              1/1/10   3/1/10   5/1/10   7/1/10   9/1/10    11/1/10   1/1/11   3/1/11
31,000




	 23,250




	 15,500

                                                        Unique Users
 	 7,750




     	 0
           1/1/10   3/1/10   5/1/10   7/1/10   9/1/10   11/1/10   1/1/11   3/1/11
Storage Area Network




$2mm
Customer Satisfaction
5.00
                                   Speed
       4.4                  4.3
              4.1    4.2
                                    4.0
4.00


3.00


2.00


1.00


  0
       2007   2008   2009   2010    2011
Speed
Compression &
De-duplication
                               Content Delivery
                                  Network




                 Intelligent
                  Routing
Customer Satisfaction
           Overall Satisfaction




  3.9               2011
Challenges
Responsiveness

Communication

Delivery
People
Doug Gregory, VP Products & Services
New Hires
15000




11250
              Hours
7500


        Development
                                                                      Implementation
3750




   0
    June-01   June-02   June-03   June-04   June-05   June-06   June-07   June-08   June-09   June-10 June-11
PM Reorg - What are we improving?
• Increased Knowledge = Better Support
• Leverage the entire Team
• Clarify escalation paths
• Engage Experts when
  needed

GOALS
Multiple Roles
            • Implementation PM
            • Post Support PM
            • CRM
            • SME
            • Partner Support


             CHALLENGES
Mulitple Industries
• Automotive
• Food & Beverage
• Aerospace
• Electronics
• Engineer to Order



 CHALLENGES
CLEAR ROLES & TEAMS


Diversified     Automotive     Subject Matter     Partner Support
Customers      Customers      Experts
• CRM          • CRM          •   Production     • Training
                              •   Procurement
• Active PM    • Active PM                       • Support
                              •   Shipping
• Support PM   • Support PM   •   Integration      • Sales
                              •   Accounting       • Implementation
                              •   Quality



                                                SOLUTION
Customer Focused Teams

  CRM Team Leader   Prospect




  Active PM         Implementation




  Support PM        Support
Customer Focused Teams    Automotive              Diversified




Industry



                 Bill          Dennis    Martin       David
CRM
               Haslinger       Heyza    Ashworth     Chidsey



Active PM’s



Support PM’s



SME’s
Cross
                                        Browser
            Extensions


Platform UI
Jason Prater, Director of Development
80

                              60%
60


     Shifts in the Browser market
40

                              24%
20

                     7%
0                                   4%
2007        2008      2009          2010
Shifts in Devices
What’s Converted?
           Current Status
           Login, Menu, VisionPlex and a handful of screens.
           All brand new screens.


           What’s next?
           Working on converting screens based on Customer
           feedback, usage and complexity.
           We will list the top three in the queue in the Forum.
           Customers funding conversion will move it through the
           queue faster.
Extending POL
History of extending capabilities to the community
                             SQL Query Writer
Quick Reports
                             VisionPlex

                                          Business Process Maps
           ODBC Driver
The Next Evolution
                                              Partner Enabled Development
Ability to create your own C# code to be triggered
                  from VisionPlex.
                                                 Ability to retrieve/update live data
                                                          from POL via web services.


Ability to retrieve/update data            A common user experience of
from a data source outside of                     VisionPlex
               POL.
Mashing Data
                                 Outside Data: Local DB / Azure / Amazon




Live POL Data via Web Services
Workcenter Log Data from POL
                                    Example:




Press Tonage Recording from Azure
Other Possibilities
Transaction screens that
update POL and another
                               Proprietary features/
  system in real-time.
                                     modules.




                           ?
Partners
Mark Symonds, CEO
Partners

Cloud-MFG      Revolution Group
Baker Tilly    Kors Engineering
Plante Moran   Xtrategit
KDDI           Fides
Plex Online
Forum



        SUBSCRIBE
Community Driven Development



     75%
Event   power plex keynote 2011
Event   power plex keynote 2011
Event   power plex keynote 2011
Community



Doug Gregory, VP Products & Services
Cost Sharing
Cost Sharing
Cost Sharing
Cost Sharing
WIKI
Total Wikis
6000


4500


3000


1500


   0
   May-09   September-09   January-10   May-10   September-10   January-11
Wiki Views
8000



6000



4000



2000



   0
   May-­‐09   August-­‐09   November-­‐09   February-­‐10   May-­‐10   August-­‐10   November-­‐10   February-­‐11
Top 10 Wiki Writers
                                     (non-Plex)
Wikis Created   Name              Company
       52       Eric Wadsten      Baker Tilly
       32       Greg Palmer       Magna Powertrain NPG
       27       Jerry Flynn       Baker Tilly
       13       Tim Marsell       Sanoh America - Corporate
       12       Brian Aller       Sanoh America - Corporate
       12       Brad Pitcher      Wrayco
       12       Karen Patterson   Revolution Group
       11       Peter Pearce      Baker Tilly
       11       Amanda Pulawski   Phoenix Logistics
       10       Kevin Poppe       nth/works
Authors

          87%
5,639
Customer
      advisory
        board
Tom Mackey, EVP
CAB
The Customer Advisory Board is a group of customers whose input is
sought for strategic planning purposes on an on-going basis. The
primary mission of the Board is to facilitate open communication
between our management and customers. The Board is a crucial source
of insights about customer issues and concerns, product development
needs and service requirements. Members have the opportunity to
influence decision making at the highest levels of our management and
to experience meaningful interaction with colleagues.
CAB


      What do they do?
CAB
      They PUSH!
...pushing on:
    Need for Plex to aggressively hire developers


    Partner!


    Start with Business Intelligence


    Expand Global Support


    Diversify CAB … but stick to one Board
CAB Members
Name                Customer
Rick Bachman        Feintool Cincinnati, Inc.
Tony Brown          FPE Ormond Beach
Hubert Gassner      Invensys Controls-HQ
Molly Hunting       Shape Corp.
Jerry Kretschmann   Batesville Tool & Die Inc
Dan Mullins         EaglePicher Technologies - Division
Eric Reno           Ralco Industries
Jon Smith           Royal Oak Industries
Ben Sommerville     Phoenix Logistics
Ben Stewart         US Troy Headquarters (THQ)
Ron Zilkowski       Cuisine Solutions Inc.
Brian Zuehlke       G R Spring & Stamping Inc
Regional User Groups
        Region                             Contact Person

        Michigan                           Jennifer Martin

        Wisconsin-Illinois                 Rachel Lira

        Mexico                             Janice D'Amico

        Southeastern US*                   Group is forming

        California*                        Group is forming
        Plex Contacts: Becky Veryser and Roxanne Heinemann
Shape Corp.

                                                                                                                    Awards
Ottawa County United Way's Cappon & Bertsch Community Builder Award 2011 for having the number one campaign
in the northern area of the county and the number two campaign overall.
 
Ralco Industries
2010 Best of Auburn Hills Award in the World Class Stamping, Robotic Welding, & Automated Assembly Systems
category by the U.S. Commerce Association (USCA).
 
GR Spring & Stamping
2010 Green Award in the Neighborhood Business Awards Program 
 
Enovate IT
- Named to Inc. magazine's list of 2010 Fastest-Growing Private Companies in the US for second year in a row.  
- Salute to Entrepreneurs 2010 to President Fred Calero
 
ALung
Hemolung product named to Best of Medgadget 2010 list
 
American Axle & Manufacturing:
Three Rivers Manufacturing Facility named one of top 10 best plants in North America by IndustryWeek magazine for
2010


Phoenix Logistics:
Winner in aerospace industry category, "Best Deployment" (Technosium Hot Companies 2011)


Inteva Products:
- Dennis Hodges named to: InformationWorld's CTO 25 2010  / ComputerWorld Premier 100 IT Leaders list - Ben
Stewart named to "Pros to Know" 2011 list (Supply & Demand Chain Executive)
 
CAMACO 
ETCO 
Inteva Products
Marwood Metal Fabrication
Point Imaging
Revstone
Shape Corp.
Mark Symonds, CEO
Plex Giving - 2010 Focus Charities

                    $19,613.76

                    $14,387.68


          $34,001.44
Plex Giving - 2011 Focus Charities




                      $7,911.22
Plex Giving - 2011 Focus Charities
Gleaners Food Bank
• Active Food Bank in Southeastern Michigan for over 33 years
• Of every $1 donated, Gleaners uses 96 cents for food
• For every $1 donated, Gleaners is able to provide 3 meals!
• In 2010:
  • Fed 456,000 people (36 million pounds of food)
                                                         gcfb.org
  • 484 partner soup kitchens
Plex Giving - 2010 Focus Charities
St. Clair Butterfly Foundation
Established in 2007 to help children facing adversity through:
  • Art & Music Programs
  • Nutrition, Gardening & Yoga
  • Stress Management
  • Book Clubs
Touched lives of nearly 1,000 troubled youths

                 stclairbutterflyfoundation.org
Fundraising
 - Golf Outing Monday
 - Party Tonight
   - Silent Auction
   - Tips for Performers
   - Raffle for $1,000 Best Buy Gift Card
The Power Ticket!
Event   power plex keynote 2011

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Event power plex keynote 2011

  • 3. Growth 50,000 New Customers 37 37,500 25,000 12,500 0 2007 2008 2009 2010 2011
  • 4. Analyst Recognition ChainLink Research:  "While Epicor has recently announced Epicor Express as their SaaS ERP solution for the smallest manufacturers, Plex Online remains the sole true SaaS vendor with real manufacturing functionality." Gartner Group: "Pure SaaS vendors offering suite based ERP solutions are few in number with Netsuite and Plex being the most notable vendors seeing success and traction in the market place thus far. Recent meetings with Plex indicate that the company is continuing an upward momentum in terms of customer count, and average monthly subscription revenues as it wins larger accounts." Technology Evaluation Centers:  "For the time being, there is only one true SaaS provider that offers a complete ERP solution for manufacturing companies: Plex Online." Vital Analysis:  "If you don’t know Plex, they’ve got a solid SaaS (software-as-a-service) ERP solution. We believe that Plex has market awareness, customer credentials and market momentum going for it now." Technology Evaluation Centers:  2011 Predictions - "In the ERP space, Plex will probably still dominate the SaaS segment for manufacturers." Technology Evaluation Centers:  "Plex Systems is one of the strongest SaaS ERP solutions for manufacturing on the market."
  • 5. IPO
  • 7. Availability 99.998% 7-12 minutes 12 months may june july aug sept oct nov dec jan feb march april may 524160
  • 8. Customer Satisfaction 4.60 4.52 Uptime 4.35 3.67 3.58 3.45 2.30 1.15 0 2007 2008 2009 2010 2011
  • 9. 1,800,000 1,350,000 900,000 Total Logins 450,000 0 1/1/10 3/1/10 5/1/10 7/1/10 9/1/10 11/1/10 1/1/11 3/1/11
  • 10. 31,000 23,250 15,500 Unique Users 7,750 0 1/1/10 3/1/10 5/1/10 7/1/10 9/1/10 11/1/10 1/1/11 3/1/11
  • 12. Customer Satisfaction 5.00 Speed 4.4 4.3 4.1 4.2 4.0 4.00 3.00 2.00 1.00 0 2007 2008 2009 2010 2011
  • 13. Speed Compression & De-duplication Content Delivery Network Intelligent Routing
  • 14. Customer Satisfaction Overall Satisfaction 3.9 2011
  • 16. People Doug Gregory, VP Products & Services
  • 18. 15000 11250 Hours 7500 Development Implementation 3750 0 June-01 June-02 June-03 June-04 June-05 June-06 June-07 June-08 June-09 June-10 June-11
  • 19. PM Reorg - What are we improving? • Increased Knowledge = Better Support • Leverage the entire Team • Clarify escalation paths • Engage Experts when needed GOALS
  • 20. Multiple Roles • Implementation PM • Post Support PM • CRM • SME • Partner Support CHALLENGES
  • 21. Mulitple Industries • Automotive • Food & Beverage • Aerospace • Electronics • Engineer to Order CHALLENGES
  • 22. CLEAR ROLES & TEAMS Diversified Automotive Subject Matter Partner Support Customers Customers Experts • CRM • CRM • Production • Training • Procurement • Active PM • Active PM • Support • Shipping • Support PM • Support PM • Integration • Sales • Accounting • Implementation • Quality SOLUTION
  • 23. Customer Focused Teams CRM Team Leader Prospect Active PM Implementation Support PM Support
  • 24. Customer Focused Teams Automotive Diversified Industry Bill Dennis Martin David CRM Haslinger Heyza Ashworth Chidsey Active PM’s Support PM’s SME’s
  • 25. Cross Browser Extensions Platform UI Jason Prater, Director of Development
  • 26. 80 60% 60 Shifts in the Browser market 40 24% 20 7% 0 4% 2007 2008 2009 2010
  • 28. What’s Converted? Current Status Login, Menu, VisionPlex and a handful of screens. All brand new screens. What’s next? Working on converting screens based on Customer feedback, usage and complexity. We will list the top three in the queue in the Forum. Customers funding conversion will move it through the queue faster.
  • 29. Extending POL History of extending capabilities to the community SQL Query Writer Quick Reports VisionPlex Business Process Maps ODBC Driver
  • 30. The Next Evolution Partner Enabled Development Ability to create your own C# code to be triggered from VisionPlex. Ability to retrieve/update live data from POL via web services. Ability to retrieve/update data A common user experience of from a data source outside of VisionPlex POL.
  • 31. Mashing Data Outside Data: Local DB / Azure / Amazon Live POL Data via Web Services
  • 32. Workcenter Log Data from POL Example: Press Tonage Recording from Azure
  • 33. Other Possibilities Transaction screens that update POL and another Proprietary features/ system in real-time. modules. ?
  • 35. Partners Cloud-MFG Revolution Group Baker Tilly Kors Engineering Plante Moran Xtrategit KDDI Fides
  • 37. Forum SUBSCRIBE
  • 42. Community Doug Gregory, VP Products & Services
  • 47. WIKI
  • 48. Total Wikis 6000 4500 3000 1500 0 May-09 September-09 January-10 May-10 September-10 January-11
  • 49. Wiki Views 8000 6000 4000 2000 0 May-­‐09 August-­‐09 November-­‐09 February-­‐10 May-­‐10 August-­‐10 November-­‐10 February-­‐11
  • 50. Top 10 Wiki Writers (non-Plex) Wikis Created Name Company 52 Eric Wadsten Baker Tilly 32 Greg Palmer Magna Powertrain NPG 27 Jerry Flynn Baker Tilly 13 Tim Marsell Sanoh America - Corporate 12 Brian Aller Sanoh America - Corporate 12 Brad Pitcher Wrayco 12 Karen Patterson Revolution Group 11 Peter Pearce Baker Tilly 11 Amanda Pulawski Phoenix Logistics 10 Kevin Poppe nth/works
  • 51. Authors 87% 5,639
  • 52. Customer advisory board Tom Mackey, EVP
  • 53. CAB The Customer Advisory Board is a group of customers whose input is sought for strategic planning purposes on an on-going basis. The primary mission of the Board is to facilitate open communication between our management and customers. The Board is a crucial source of insights about customer issues and concerns, product development needs and service requirements. Members have the opportunity to influence decision making at the highest levels of our management and to experience meaningful interaction with colleagues.
  • 54. CAB What do they do?
  • 55. CAB They PUSH!
  • 56. ...pushing on: Need for Plex to aggressively hire developers Partner! Start with Business Intelligence Expand Global Support Diversify CAB … but stick to one Board
  • 57. CAB Members Name Customer Rick Bachman Feintool Cincinnati, Inc. Tony Brown FPE Ormond Beach Hubert Gassner Invensys Controls-HQ Molly Hunting Shape Corp. Jerry Kretschmann Batesville Tool & Die Inc Dan Mullins EaglePicher Technologies - Division Eric Reno Ralco Industries Jon Smith Royal Oak Industries Ben Sommerville Phoenix Logistics Ben Stewart US Troy Headquarters (THQ) Ron Zilkowski Cuisine Solutions Inc. Brian Zuehlke G R Spring & Stamping Inc
  • 58. Regional User Groups Region Contact Person Michigan Jennifer Martin Wisconsin-Illinois Rachel Lira Mexico Janice D'Amico Southeastern US* Group is forming California* Group is forming Plex Contacts: Becky Veryser and Roxanne Heinemann
  • 59. Shape Corp. Awards Ottawa County United Way's Cappon & Bertsch Community Builder Award 2011 for having the number one campaign in the northern area of the county and the number two campaign overall.   Ralco Industries 2010 Best of Auburn Hills Award in the World Class Stamping, Robotic Welding, & Automated Assembly Systems category by the U.S. Commerce Association (USCA).   GR Spring & Stamping 2010 Green Award in the Neighborhood Business Awards Program    Enovate IT - Named to Inc. magazine's list of 2010 Fastest-Growing Private Companies in the US for second year in a row.   - Salute to Entrepreneurs 2010 to President Fred Calero   ALung Hemolung product named to Best of Medgadget 2010 list   American Axle & Manufacturing: Three Rivers Manufacturing Facility named one of top 10 best plants in North America by IndustryWeek magazine for 2010 Phoenix Logistics: Winner in aerospace industry category, "Best Deployment" (Technosium Hot Companies 2011) Inteva Products: - Dennis Hodges named to: InformationWorld's CTO 25 2010  / ComputerWorld Premier 100 IT Leaders list - Ben Stewart named to "Pros to Know" 2011 list (Supply & Demand Chain Executive)  
  • 60. CAMACO  ETCO  Inteva Products Marwood Metal Fabrication Point Imaging Revstone Shape Corp.
  • 62. Plex Giving - 2010 Focus Charities $19,613.76 $14,387.68 $34,001.44
  • 63. Plex Giving - 2011 Focus Charities $7,911.22
  • 64. Plex Giving - 2011 Focus Charities Gleaners Food Bank • Active Food Bank in Southeastern Michigan for over 33 years • Of every $1 donated, Gleaners uses 96 cents for food • For every $1 donated, Gleaners is able to provide 3 meals! • In 2010: • Fed 456,000 people (36 million pounds of food) gcfb.org • 484 partner soup kitchens
  • 65. Plex Giving - 2010 Focus Charities St. Clair Butterfly Foundation Established in 2007 to help children facing adversity through: • Art & Music Programs • Nutrition, Gardening & Yoga • Stress Management • Book Clubs Touched lives of nearly 1,000 troubled youths stclairbutterflyfoundation.org
  • 66. Fundraising  - Golf Outing Monday  - Party Tonight    - Silent Auction    - Tips for Performers    - Raffle for $1,000 Best Buy Gift Card