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WHO WE ARE


Sage Group Technologies, Inc. is a premier IT solutions provider and Workforce
support firm offering end-to-end IT solutions, strategic technology consulting,
product development and support services in ERP, BI, SMAC (Social, Mobile,
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WHAT WE DO




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   Sage Group Technologies is uniquely positioned to assist our clients with
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   Sage Group Technologies Global Talent Services & Staff Augmentation Portfolio
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   Compiled a strong record of successful engagements resulting in a long list
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© 2017 All rights reserved.

 * 
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Kiran Sharma


PRESIDENT


BACKGROUND

Over 20 years of Business Management and Operations experience with
multi-national IT consulting firms. Strong experience of working in almost all
the areas of IT consulting services starting from providing Client Solutions,
Office Management, Recruiting, Accounting, HR and Vendor Management.
She possesses a strong background in Finance and facilitating management
alignment. She has a bachelor degree in Finance and Diploma in Business
Management.

×
Prime Meiden Limited


INTRODUCTION

Prime Meiden Ltd (PML) is an Indo-Japanese joint venture company of the Prime
Group, a highly diversified group which has been a leading force for over 28
years in the field of high technology equipments & systems covering the entire
spectrum of power sector including generation, distribution and transmission;
precision engineering, power conditioning, CNC machine tools etc. The group is
virtually present in every major sector of the economy such as power and energy,
aviation, space, railways, defence, IT, infrastructure, industries including
automobile & metallurgical industry, petroleum, oil, gas, steel, fertilizers and
ship building etc.


CHALLENGES

PML has just started there operation in SEZ premises and wanted to have SAP for
all business process form starting. They wanted to implement modules MM, SD,
FI,CO,PS,CO,PP,QM,ABAP & BASIS. PML was looking for Partner with god past
records of on time implementation and is looking for SAP service partner who
suggest them Industries best practices. The partner should be capable of not
just Implement but also make system user friendly to smoothen the change
management and easy transitions.


SCOPE

 * SAP Implementation.
 * L2 & L3 support .

×
Patel Products Limited (Manufacturing)


INTRODUCTION

Patel wood today is pioneering the best practices and striving for excellence
through adaptation of latest technology and management learning. An ISO
9001:2000 certified company; they are managing their operations through
effective Information Technology adaptation and have excellent production
facilities with fully automated imported plant and machinery.


CHALLENGES

Patel Products Limited is running on SAP ECC 6.0 with the modules MM, SD,
FI,CO,HRPY and ABAP. Patel Products limited was looking for SAP service partner
to provide the functional and technical support to all SAP applications. They
were also looking for partner’s capabilities to advocate their SAP system. The
ASM partner should be capable of not just providing the production support but
also able to help them in new initiatives, upgrade and future roll-outs.

 * off-shore/onsite model to save cost
 * SLA based delivery
 * Quick response time to the problems
 * Ability to deliver projects, new functionalities, roll-out and upgrades


SCOPE

 * L2 functional support for all SAP modules
 * L3 technical support for developments


SUPPORT SERVICES (OFFSHORE)

Level 2: Resolving Issues at Process Level Combination of Sage Offshore / Onsite
Team (Responsibility depends on severity and turnaround requirement)
Level 3: Resolving Issues that need config / code / process changes.

×
Monte Carlo Fashions Limited


INTRODUCTION

Monte Carlo Fashions Ltd was launched in 1984 by Oswal Woolen Mills Ltd, the
flagship company of Nahar group. The launch was a significant step in the
evolution of branded garment industry in India. Since then, it has been catering
to the ever-growing demands of the Clothing and Fashion industry.

Monte Carlo was honored as one of ASIA’S BEST MARKETING BRANDS by World
Consulting & Research Corporation (WCRC).The Company’s products reach the end
user through different channels i.e. through Exclusive Brand Outlets, Multi
Brand Outlets. Currently Monte Carlo is available through more than 200
Exclusive Brand Outlets & over 1300 Multi Brand Outlets.


CHALLENGES

MCFL is running on SAP ECC 6.0 with modules MM, SD, FI,CO,POS,ABAP & BASIS and
also few integration with third party software’s. FFIL is looking for SAP
service partner to provide the expertise to Implement SAP PP, Product Costing
with integration with BAR Code & Scanners for production confirmations and also
support to all SAP applications.. The partner should be capable of not just
Implement but also make system user friendly to smoothen the change management
and easy transitions.


SCOPE

To enhance the SAP system to rectify the process gaps in all implemented SAP
modules.
Consolidation of various non-SAP systems used for different processes to SAP
system.

 * SAP PP, CO Implementation with Bar Code & Scanners Integration.
 * L2 & L3 support .

×
Ralson India Limited (Manufacturing)


INTRODUCTION

Ralson today stands tall as India’s largest company in the field of bicycle &
Automobile tyres, tubes and bicycle components. Ralson is the first and only
Bicycle Tyre manufacturer in India to be accredited with an ISO
9001Certification, and it provides the widest possible range of tyres (Nylon &
Cotton, Colored, Gum wall, White wall & Black), tubes (Natural & Butyl rubber)
and components.


CHALLENGES

RIL was planning for a version upgrade and possible roll-outs for other
divisions not running on SAP. This is the time RIL would like to take the
opportunity to review their process to understand the utilization of SAP system.

The major objectives for the SAP review project are:

 * To Identify the areas of improvement to enhance the SAP utilization.
 * To propose a continuous improvement plan for better SAP utilization
 * To Identify the process gaps and suggest solution to rectify it.


SOLUTION

 * Business process re-engineering and optimization
   * SAP revival project.
   * Identify gaps and map them in SAP


SCOPE

To enhance the SAP system to rectify the process gaps in all implemented SAP
modules.
Consolidation of various non-SAP systems used for different processes to SAP
system.

 * SAP R/3 version upgrade to ECC 6.0

×
Krishna Maruti Limited (Manufacturing)


INTRODUCTION

KML entered the auto interior manufacturing business with a single product
(seating system for Maruti 800 CC Car) in year 1994. Today they manufacture 8
different products with over 100 different models


CHALLENGES

KML is implemented with R/3 4.7 and apart from the core module the modules like
FM-BCS and Product costing
are implemented. Due to some gaps the closing process was very tedious for them
and also they needed to have a review of the functionality of the product
costing and a complete system audit on it. They had also very typical scenario
in the payment process which was virtually impossible using the standard SAP
functionality and they were completely at no end to map some of the asset
retirement process. They needed some very complicated reports to comply to the
internal audit team and besides all these they needed an expert hand to guide
them on the SAP recommended process of year end closing in detail.


SCOPE

 * L2 functional support for all SAP modules
 * L3 technical support for developments


SUPPORT SERVICES (ONSITE)

Level 2 :Resolving the day to day issues particularly those were there since the
beginning of the year//mapping the business process with the SAP functionality
and train the end user/core users//configuring the process for the payment
program and FI-AA according to the changed scenario//designing of new derivation
rules for the derivation of the fund centre//commitment item from within the
regular transactions// creating the reports to the satisfaction of the audit
team. Monitoring and explaining the process of year end closing.

×
Supertech Group


INTRODUCTION

Supertech Group, is founded in 1988, has set new trends and benchmarks of
architectural excellence in the contemporary global scenario. An ISO 9001:2000
certified company; Supertech has successfully completed 20 years in real estate
business and today it has revolutionized the real estate arena.


CHALLENGES

Supertech Group is running on SAP ECC 6.0 with the modules, MM, SD, FI,CO, PS,
and RE.Supertech Group is looking for SAP service partner to provide the
functional and technical support to all SAP applications. They were also looking
for partner’s capabilities to advocate their SAP system. The ASM partner should
be capable of not just providing the production support but also able to help
them in new initiatives, upgrade and future roll-outs.


SCOPE

 * SAP Re-implementation
 * L2 functional support for all SAP modules
 * L3 technical support for developments
 * Support Services (Onsite/Offsite)


SERVICES

 * SAP Re-implementation with extended functionalities
 * Level 2: Resolving Issues at Process Level Responsibility depends on severity
   and turnaround requirement)
 * Level 3: Resolving Issues that need config / code / process changes:
   Combination of Sage Offsite / Onsite Team (Responsibility depends on severity
   and turnaround requirement and level of client interaction required).

×
International Tractors Limited (Manufacturing)


INTRODUCTION

Sonalika is the one of the top 3 tractor manufacturing companies in India, other
products include of, Multi utility vehicles, engines and various farm
equipments. Today the group stands tall with an approximate turnover of 5000
Crore INR. An average growth of 30% makes it one of the fastest growing
corporate in India. It is also one of the few debt free companies. Group has
strength of about 2000 employee technocrats.


CHALLENGES

Sonalika is running on SAP 4.6 since 2001 and was looking for SAP partner to
assist them in all their upcoming project ,they are matured enough on their
current system and looking for improvement area and functionalities ,this is the
time they want to explore new areas in SAP to improve their efficiency and want
to make their system more productive .


SOLUTION

Sage Technologies won this engagement through our innovative approach and value
added services. Sage Technologies competed against the other big consulting
organization .The scope of the initiative included developing a roadmap and
subsequently doing the projects leveraging the existing SAP’s ERP.


SCOPE

 * Business Process re-engineering
 * Version Upgrade & Unicode conversion
 * New Modules Implementation
 * Data Archiving


SUPPORT SERVICES (ONSITE/OFFSITE)

 * Project Management
 * Configuration
 * Data Conversion
 * SAP R/3 version upgrade to ECC 6.0

×
BCH Electric Limited


INTRODUCTION

BCH Electric Limited an ISO 9001:2000 company, is today one of the largest
manufacturers of low voltage electrical and electronic controls in India. The
Company was set up in 1965 as a joint venture between Cutler-Hammer, USA, and
Indian partners. Since 1977, it is a wholly owned Indian company with global
business connections.


CHALLENGES

BCH electric limited was one of the first mid size company to implement SAP in
India .BCH has grown up from 90 crores to 300 crores in past 6 years. They have
gone live in year 2001 ,but over a period of time SAP utilization has gone down
and user’s went back to traditional way of doing work. The benefits from SAP
went down and it just become the system of records. The challenge is to revive
overall SAP and increase the SAP utilization.


SOLUTION:

SAP revival project.

 * Business process re-engineering and optimization
 * Identify gaps and map them in SAP
 * Testing, End user training


SCOPE

 * SAP planning processes
 * SAP production strategies and capacity planning
 * SAP financial and controlling process
 * SAP plant maintenance and quality management processes


SUPPORT SERVICES (ONSITE)

 * Complete onsite model ( SAP functional and ABAP)

×
Fujifilm India Private Limited


INTRODUCTION

Fujifilm India Private Limited was established as a wholly owned subsidiary of
FUJIFILM Holdings Corporation,is leader in a broad spectrum of imaging
industries, operated in India through its branch office and Indian dealers.
World over, FUJIFILM is the pioneer in imaging technology with 80 years of
experience. With all advanced technologies, the company provides solutions in
Digital camera, Photo imaging, medical products, graphic arts, life science
systems, motion picture films, recording media and industrial products.


CHALLENGES

FFIL is running on SAP ECC 6.0 with modules MM, SD, FI,CO, WM ,CS,ABAP & BASIS
and also few integration with third party software’s. FFIL is looking for SAP
service partner to provide the functional and technical support to all SAP
applications. They were also looking for partner’s capabilities to advocate
their SAP system. The ASM partner should be capable of not just providing the
production support but also able to help them in new initiatives, upgrade and
future roll-outs.


SCOPE

 * L2 functional support for all SAP modules
 * L3 technical support for developments


SUPPORT SERVICES (OFFSHORE)

Level 2: Resolving Issues at Process Level e.g. Problems in reconciliation,
Problems in MRP needing data / timing / user error or other such adjustments:
Combination of Sage Offshore / Onsite Team (Responsibility depends on severity
and turnaround requirement)
Level 3: Resolving Issues that need config / code / process changes: Combination
of Sage Offshore / Onsite Team (Responsibility depends on severity and
turnaround requirement and level of client interaction required) Customer base
is spread out nationwide (in US).

×
Aquatech International


BACKGROUND

Aquatech International is a leading global supplier of industrial water and
wastewater treatment systems and services. With hundreds of operating systems
worldwide, they provide the technology, experience, and vision needed for total
water solutions that work together seamlessly. Founded in 1981 in Canonsburg,
Pennsylvania, Aquatech began as a supplier of pure water systems for the power
industry.


CHALLENGES

Aquatech was running on SAP 4.6B with the R/3 modules, PP, MM, SD, FI,CO, PS, PM
and QM. Aquatech required an SAP service partner to provide the functional and
technical support to all SAP applications. The support partner is expected to be
an advocate of their SAP system to the business community. In addition to
providing production support the partner must also able to help them with new
initiatives, upgrades, and future roll-outs.


SOLUTION

After Aquatech performed a thorough competitive search, vetting, and selection
process they chose Sage Group as their ASM partner for SAP. Sage offered a
comprehensive service contract that included the following key benefits to
Aquatech.

 * Off-shore/On-site model to save cost
 * Service Level Agreement (SLA) based delivery
 * Quick response and resolution for high priority issues
 * Ability to deliver projects, new functionalities, roll-out, and upgrades
   based on pre-defined costing model


SCOPE

The scope of the SAP support agreement included both level 2 and level 3
functional support for all modules and custom development associated with the
SAP system. Process improvement guidance and functionality enhancements for the
procurement and order management process was also a part of the support
agreement. Sage Group also agreed to enhance the configuration of the Project
Systems module to improve integration with the SD and MM modules.


RESULTS

Aquatech is extremely happy with the cost effective approach and highly skilled
resources provided by Sage Group. Sage Group provides the following support
services for Aquatech.


LEVEL 2 SUPPORT:

Resolving functional and processissues such as the following examples:

 * Financial reconciliation,
 * MRP datadiscrepancies
 * Job sequence ortiming,
 * User errors or questions

The level 2 support is provided by a cost effective approach that utilizes an
on-site Sage Group Team that is augmented by a team of off-shore Sage Group
resources. The Sage Group team located on-site determines the best mix of
resources to utilize to resolve each issue based on severity and turnaround
requirements.


LEVEL 3SUPPORT:

Resolving issues that need configuration, coding, or process changes are managed
using a combination of senior level Sage Group experts on-site and offshore
based on required skills and issue priority.
Based on our intimate knowledge of the Aquatech SAP system and our deep
knowledge of SAP; Sage Group has been selected to deliver other SAP projects for
Aquatech.

×
Sentry Group


BACKGROUND

Sentry Group is the world’s leading supplier of fire-resistant and security
storage containers, with a commitment to rigorous standards in design,
manufacture and testing. Their products provide fire protection, basic security,
privacy and organization and are available online or in-store at many leading
retailers. They are a global company which produces more fire-resistant chests,
files, safes, security storage containers and gun safes than any other company
in the world.


CHALLENGES

Sentry Group urgently needed to develop a new solution for Freight Management
utilizing SAP’s APO and BW. They also neededto upgrade their SAP ERP to ECC6.0
with Unicode in a four month time frame.
The internal SAP team did not have the bandwidth or experience to deliver either
of these projects.
Sentry Group determined that they needed a reliable and cost effective partner
to for both the Freight Management Solution and the upgrade. Due to the very
short window for the upgrade they realized that their partner had to have strong
upgrade experience as well as full bandwidth to support any technical challenges
during upgrade.


SOLUTION

Sage Group was selected to be the partner for the Freight Management Initiative
and to also perform the upgrade.


SCOPE

The Freight Management Initiative required that SAP’s Advanced Planner and
Optimizer (APO) be fully integrated with SAP’s Business Warehouse (BW) in order
to provide management with the intelligence necessary to optimize their Freight
Management Process.
The scope of the ERP Upgrade is provided below.

 * Financials
 * Material Management
 * Sales and Distribution
 * Warehouse Management
 * RFID
 * Production Planning
 * Plant Maintenance
 * Business Warehouse
 * APO.


RESULTS

Sage Group successfully developed and deployed the Freight Management
functionality.
Sage Group also successfully upgraded Sentry’s ERP application to ECC 6.0 and
converted the system to Unicode. Sage Group performed the upgrade and conversion
for a fixed cost and completed the entire project within the required 4 month
timeframe.
Sage Group was able to complete the upgrade on time and for a fixed cost because
of their highly skilled and experienced consultants who utilize our proprietary
SageSuretools and upgrade methodology.
Sentry Group has acknowledged our outstanding performance by awarding us their
IT support contract.

×
United Stationers


BACKGROUND

United Stationers Inc. (USSCO) is North America’s largest broad line wholesale
distributor of business products, with net sales of approximately $4.0 billion.
USSCO has 40,000 items from more than 500 manufacturers, 20,000 resellers with
product categories including traditional office products, office furniture,
technology products, and janitorial and sanitation supplies.


CHALLENGES

United Stationers wanted to streamline and automate operations to remain
competitive in the quickly evolving market place. The USSCO management team
identified the following objectives for this critical automation and integration
initiative:

 * Optimize inventory levels
 * Increase the accuracy and timeliness of inventory demand forecasts
 * Improve customer service levels
 * Provide the data needed for efficient and effective operations and to
   evaluate customer profitability
 * Improve collaboration with customers and suppliers
 * Optimize the warehouse distribution channel
 * Streamline warehouse, transportation, and order management operations


SOLUTION

USSCO selected mySAP All-in-One solution to provide the technology solution for
their initiative. Since the existing SAP solution did not fully meet their needs
they selected Sage Group to partner with SAP to provide the design and
development resources to create a new and innovative Dealer Network solution.
In addition to designing, developing, and implementing a world class solution
for USSCO. Sage Group developed a global template for SAP’swholesale distributor
industry solution. Sage Group’s innovative solution provides unique
functionality to the distribution industry by incorporating Content Management,
Campaign Management, Dealer Back Office, Dealer Front Office,and Analytics, into
a holistic industry solution.


SCOPE

The scope if this initiative was very extensive and involved integrating
e-commerce and internet sales functionality with marketing functionality to
create a dynamic Dealer Front Office solution that was seamlessly integrated
with the back office distribution operations.


RESULTS

USSCO is pleased with the benefits that resulted from this project. The solution
delivered the benefits identified in the business case, which were the
elimination ofredundant data entry, reduction in order fulfillment time, while
providingeasier access to critical information and improved visibility totheir
workload. The automation of reminders and alerts has greatly increased the
timeliness and accuracy of deliveries. The solution has also improved management
decision making.

×
Orion HealthCorp


BACKGROUND

Orion HealthCorp is one of the largest Revenue Cycle Management Companies (RCM)
in the United States with a strong Practice Management background. With offices
in California, Colorado, Texas, Pennsylvania, Georgia and New York they provide
billing and practice management services to healthcare professionals from single
Physician practices to large hospital based practices.


CHALLENGES

Orion HealthCorp (Orion) is composed of multiple business units, each of which
utilizes a different product for their billing platform. Orion management
realized that the lack of a common billing platform was adding cost to their
operations and inhibiting their ability to rollout optimized processes
nationwide. Orion was also faced with the fact that one of their billing
platforms was based on obsolete technology and an archaic coding language.


SOLUTION

Orion decided to move all the clients who were currently using the antiquated
billing platform to one of their state of the art billing platforms, Imagine.
Imagine is a package solution and Orion has a strong relationship with the
Imagine Management Team. Orion selected Sage Group to help them upgrade Imagine
and develop the necessary integration for the Orion clients who were using the
billing platform Orion had decided to eliminate.


SCOPE

Sage Group was responsible for the specification and installation of the
hardware required to support the additional volume on the Imagine system. Sage
Group was also responsible for the upgrade of Imagine to the latest release and
the design, development, testing, and implementation of all the necessary
interfaces with client practice management systems. Sage Group had to ensure
that HIPAA guidelines and regulations were followed on every task and that all
data migration operations were HIPPA compliant. Sage Group also provided the
project manager for the entire initiative including the actual transition of
clients to Imagine.


RESULTS

Orion is very pleased that they were able to eliminate an obsolete billing
platform and replace it with a platform that they were already using in another
business unit. The project not only reduced the number of billing platforms, it
also allowed Orion to consolidate two data centers. The CFO of Orion has
credited Sage Group with developing and implementing the innovative solution
which helped to reduce IT support costs and improve profitability, while at the
same time greatly reducing the risk of system failure.

×
Merrill Lynch


BACKGROUND

Merrill Lynch (ML) is one of the largest brokerage and investment banking houses
in the US. Merrill Lynch has over 50,000 employees and operates in every state
in the country.


CHALLENGES

Merrill Lynch Wealth Management has over 15,000 financial planners. The planners
use many world class tools packaged together as a wealth management workbench to
support their business. The workbench did not include a customer relationship
management (CRM) component and the Wealth Management organization demanded that
CRM functionality be added to the workbench functionality.


SOLUTION

ML had a very positive experience with Sage Group’s Oracle HR implementation and
they were aware of our extensive experience implementing CRM solutions from
Siebel, SAP, and other lesser players in the CRM market. Consequently; Sage
Group was awarded the contract to implement Siebel for ML’s Wealth Management
business.


SCOPE

Sage Group was responsible for the design of the infrastructure, configuration
of the CRM module, and the re-design of the sales campaign processes. The scope
of the CRM solution is provided below:

 * Campaign Management
 * Events Management
 * Loyalty Management
 * Partner Portal
 * CRM Reporting and Analytics

The focus of this initiative was the New York, New Jersey, and Connecticut
geographies.


RESULTS

Merrill Lynch was pleased with the efficient implementation of the Siebel
package and the new process that the Sage Group designed for wealth management
campaign and events management.

×
Merrill Lynch


BACKGROUND

Merrill Lynch is one of the largest brokerage and investment banking houses in
the US. Merrill Lynch has over 50,000 employees and operates in every state in
the country.


CHALLENGES

Merrill Lynch needed a Human Resources system that could provide and enforce
consistent and standardized HR policies and procedures for all of their
employees.


SOLUTION

Sage Group is nationally recognized for our extensive knowledge, experience, and
skill in designing and implementing global HR solutions. Merrill Lynch selected
Sage Group to implement Oracle’s HR Module.


SCOPE

Sage Group was responsible for the design of the infrastructure, configuration
of the HR module, and the re-design of the HR processes. The scope of the HR
solution is provided below:

 * Talent Management
   * Recruitment
   * Performance
   * Career and Succession Planning
   * Education and Training
 * Workforce Rewards
   * Compensation
   * Payroll and Benefits
   * Sales Compensation
 * Workforce Management
   * Time Reporting
   * Leave Management
 * HR Reporting and Analytics


RESULTS

Merrill Lynch was pleased with the innovation and automation that Sage Group was
able to bring to their HR processes. The outstanding work done on this package
implementation resulted in Sage Group being awarded the contract to implement
Siebel’s CRM package for Merrill’s Wealth Management Division.

×
BCH Electric Limited


BACKGROUND

BCH Electric Limited, an ISO 9001:2000 company, is one of the largest
manufacturers of low voltageelectrical and electronic controls in India. The
Company was established in 1965 as a joint venture between Cutler-Hammer, USA,
and a consortium of partners from India. In 1977 the company became a wholly
owned Indian company but it still maintains its global business connections.


CHALLENGES

BCH electric limited was one of the first mid-size companies to implement SAP in
India.BCH has experienced explosive growth in the 6 years, with revenue
increasing by over 330% in that time. Although BCH implemented SAP in 2001
management noticed that over time SAP utilization has gone down and their staff
reverted to the traditional ways of working. The SAP system was simply being
used for a system of record and was not delivering the automation and process
efficiencies envisioned by management at the time of the SAP implementation. The
challenge is to identify why the staff is not using the system to improve
productivity and create an action plan to revive overall SAPutilization and
optimize the business processes.


SOLUTION

BCH Electric selected Sage Group to audit the SAP system and business process.
The primary focus of the audit was the planning process. Sage Group was asked to
target the Sales, Demand Forecasting, Materials Requirements Planning, and
Production processes and associated SAP functionality during the audit. A key
deliverable of the audit was a prioritized action plan that would result in
productivity improvement and cost reductions due to more efficient manufacturing
and procurement schedules.


SCOPE

The scope of this process improvement audit was to review the processes listed
below:

 * Planning Processes
   * Sales forecasting process
   * MRP processes,
   * Production planning and shop floor control process


RESULTS

BCH was extremely pleased with the audit recommendations. The recommendations
clearly identified the reasons for the failure of the organization to embrace
the system and provided a detailed roadmap for enhancing processes and
re-configuring SAP to ensure that the process and the system were completely
synchronized and the expected productivity gains would be realized. Because of
the audit, BCH Electric Limited, awarded a contract to Sage Group to implement
the roadmap.

×
Orion HealthCorp


BACKGROUND

Orion HealthCorp is one of the largest Revenue Cycle Management Companies (RCM)
in the United States with a strong Practice Management background. With offices
in California, Colorado, Texas, Pennsylvania, Georgia and New York they provide
billing and practice management services to healthcare professionals from single
Physician practices to large hospital based practices.


CHALLENGES

OrionHealthCorp (Orion) is determined to improve operating margins in a very
competitive environment, which is facing strong pressure from both private and
public payers to reduce costs. Orion management believes that automation and
process optimization are the best means to meeting their bottom line improvement
objective. The challenge for Orion is to eliminate the heavily manual process of
communicating with physicians and helping them submit their claims correctly the
first time, or to correct any claims that require corrections or additional
information.


SOLUTION

Orion engaged Sage Group to design, manage, and implement a cloud based web
portal and workflow system to streamline and automate their billing processes.
The portal provides physicians with a quick and easy way to enter and correct
claims, review the status of their claims, and to see their payment postings.
The solution requires a tight integration of the workflow system, Orion’s
multiple billing systems and Orion’s Business Intelligence system.


SCOPE

The scope of the initiative was very complex since every component of the system
had to be HIPAA compliant, provide very robust security to ensure patient,
physician, and practice level security, provide intrusion detection, and meet
all the functional requirements listed below.

 * Queues for claims based on their status
 * Complete integration with all Orion billing systems
 * Capability to notify each physician/practice when claims need to be corrected
 * Automated update of billing systems when claims are corrected
 * Automated update of claim status from all billing systems
 * Capability to attach and update medical documentation for a claim


RESULTS

Sage Group’s Health Care Industry consultants and technical teams worked closely
with the Orion management team and their billing technology team to successfully
design, build, and implement Orion’s industry leading cloud based portal for
medical billing. The portal and workflow solution were successfully rolled out
to Orion’s clients nationwide and this world class solution is now one of the
most compelling sales arguments in Orion’s marketing initiatives. The CEO of
Orion attributes the success of the project to Sage Group’s talented and highly
skilled project manager and their team of experts in cloud technology.

×
Colorado Department of Transportation (CDOT)


BACKGROUND

The Colorado Department of Transportation (CDOT) exists to ensure that Colorado
has a safe and efficient highway system by building and maintaining interstates,
US highways and state highways.
To accomplish this goal, CDOT conducts three primary services:

 * Snow and ice operations;
 * Roadway maintenance and preservation; and
 * Construction management


CHALLENGES

Colorado’s Department of Transportation realized that they could increase the
efficiency of their workforce by adopting industry best practices for mobile
work management. Specifically, CDOT wanted to empower their field workforce with
an efficient and automated maintenance work order solution which could be
deployed on a mobile device with a user-friendly interface.
The three challenges for CDOT management were to do the following:

 * Position CDOT to pursue its vision to provide instant access to consistent
   work order throughout CDOT, capture more accurate data to service maintenance
   orders more efficiently, and gather timely information for planning.
 * Improve field workforce productivity by enhancing application capabilities.
 * Sustain and support business growth effectively


SOLUTION

Sage Group, who has a long history of successful engagements with CDOT, was
selected to implement the SAP Mobile Work Manager solution using a new mobile
platform integrated with SAP ERP. Sage Group was asked to deliver the following
capabilities and functionality:

 * User friendly interface for Work Orders,
 * Android based ZONAR tablets provide mobile platform,
 * Real time, offline synchronization with SAP ERP application,
 * CDOT approved security measures for mobile work manager applications, and
 * Standardized and simplified work order for all CDOT operations.


SCOPE

The scope of the initiative was very broad and included all the tasks required
for the automation of the maintenance work order process by utilizing mobile
devices throughout the state of Colorado. The following is a list of the major
tasks that were in scope for this initiative.
Blue Print, Configure, Test, and Implement the SAP Work Manager Mobile
Application

 * Blue Print, Configure, Test, and Implement SAP Mobile Work Management
   * User interface customized to auto-populate fields
   * Integration of the mobile solution with CDOT’s SAP ERP Implementation,
   * Deploy the Work Manager solution on Zonar 2020 Tablets.
   * Visually and functionally re-create CDOT’s SAP Order transaction custom tab
     in SAP Work Manager,
   * Ability to enter and retain work order information while off-line, all data
     entered on a tablet will be successfully uploaded to CDOT’s SAP database
     when connectivity is available,
 * Rollout of the SAP Work Manager Mobile Application, on tablets, to the
   maintenance staff for initiation of new and completion of existing work
   orders,
 * Provide training support to CDOT for mobile Work Manager Solution
 * Knowledge transfer of all SAP WO Manager Application information and accurate
   documentation to CDOT’s support team(s)


RESULTS

Colorado’s Department of Transportation is very pleased with their state of the
art mobile work management system, which was delivered on time and budget by
Sage Group. CDOT’s SAP ERP Manager noted that CDOT has experienced an increase
in productivity, which has resulted in cost savings to the state. He attributes
the success of the project to Sage Group’s talented and highly skilled
consultants and the SageSure methodology.

×
Durham County


BACKGROUND

OKI Data Americas, a Durham County was using SAP ECC, BW SEM-BPS for budgeting,
e-recruitment and Learning Solution (LSO), ESS Portal for business operations
utilizing Public Sector Financials (A/R, A/P, GL, FM, TR, AA), Purchasing (MM)
and widely HCM including Payroll/Time.County was looking to expand on BW
footprint to exploit the powerful capabilities of BW platform to provide better
analytics and reporting countywide.


CHALLENGES

Durham County had more than six years of structured data in SAP and management
believes that there is a growing demand of better reporting/analytics
capabilities throughout county. Drilldown reporting, Web reporting,
notification, automated report distribution, better formatting, integrated
reporting, trend analysis, planning and strategy reporting needs were resonated
in many discussions with different county departments.


SOLUTION

Sage Group was asked to provide a team of experts with extensive Business
Intelligence experience and the technical skills necessary to meet with the
senior executives to gather requirements and design a future roadmap for data
warehouse to meet the needs identified by the executive team. Sage Group
upgraded County’s BW SEM-BPS based budget system to latest version and
established a very strong foundation to build and expand Business Intelligence
footprint integrated with ERP and other critical applications.


RESULTS

Durham County Budget Director was extremely pleased with the innovative data
warehouse design and suggested roadmap based on the detailed business
requirements that were gathered during the executive and senior management
workshops. The County’s executive team expressed their gratitude for the
technical insight and best practices provided by the Sage business consultants.
Durham County has engaged Sage Group for the implementation of the data
warehouse and BI reporting solution; Which was delivered on-time, under budget.
Sage Group is currently supporting County on their various initiatives.

×
OKI Printing Solutions


BACKGROUND

OKI Data Americas, a Oki Data is a leading provider of innovative products,
services, and solutions marketed under the OKI® Printing Solutions brand
including color and monochrome digital printers, serial impact dot matrix
printers, fax machines and multifunction products.


CHALLENGES

OKI Data used their SAP R/3 system to support custom developed Sales Information
System (SIS); however, the information provided by the SIS was not timely and
frequently incorrect. SIS did not support OKI’s need to do periodic closings.
Additionally, OKI faced additional challenges due to the nature of some of their
business practices and the shortcomings of SIS. The major challenges are listed
below.

 * SIS negative Open Order Quantities (Duplicate entries caused by early
   deliveries),
 * Inventory inaccuracy makes inventory management difficult,
 * Shipment quantities do not match Invoice quantities,
 * SIS lack drill down functionality making it difficult to find information on
   delivery schedules,
 * Extensive use of interfaces and customizations as “quick fixes” resulted in
   complex and costly system maintenance and questionable results


SOLUTION

Sage Group was selected to provide a BW based Sales Information System. Our team
of Business Intelligence experts developed a prototype solution on our own
in-house BW system. This proof of concept was demonstrated to OKI management and
they awarded Sage Group a contract to deliver a Sales Information System which
addressed OKI’s business problems by incorporating typical drill down
capabilities and three operational data stores (Sales Order Data, Delivery Data,
and Customer Invoice Data). Sage Group designed and implemented an InfoCube for
Sales Analysis based on the three operational data stores.


SCOPE

The scope if this engagement is to build a Sales Information System using the
SAP BW loaded with data from OKI’s SAP ERP system. The Sales Information System
will provide the following capabilities:

 * Sales Order Analysis – Incoming and Open Orders
 * Sales Analysis – Incoming, Open, Net Shipped, Invoiced, Returns, and Credits
 * Service Contract Analysis.


RESULTS

Oki Data is very excited about their ability to analyze all aspects of their
sales and order process and they are pleased with Sage Group’s innovative
prototyping approach and efficient delivery of their SIS.The analytical
capabilities provided by the SIS have enabled OKI to fine tune their purchasing
and distribution process and has resulted in improved profitability. OKI
management relies on Sage Group, our skilled consultants, and our SageSure
methodology to consistently deliver high quality solutions on time and budget.
Based on our past performance OKI subsequently awarded their CRM project to Sage
Group

×
New York Power Authority, NY


BACKGROUND

Constellation New York Power Authority (NYPA) is America’s largest state-owned
power organization. NYPA provides lowest-cost electricity in New York State,
operating 18 generating facilities and more than 1,400 circuit-miles of
transmission lines.


CHALLENGES

NYPA was an early adopter of SAP and had not yet implemented SAP’s BW solution
which led to many reporting deficiencies and management frustration due to the
lack of analytical and decision support capabilities. Management realized that a
robust Business Intelligence solution to provide improved access to information
and foster more informed decision-making was imperative to continued business
success. Although management understood the need for a BI solution, they did not
have internal resources with the necessary skills to gather the requirements
necessary to design a solution, nor did they have the skills and experience
necessary to design and architect the solution.


SOLUTION

Sage Group was asked to provide a team of experts with extensive electric
utility experience and the technical skills necessary to meet with the senior
executives to gather requirements and design a fully architected data warehouse
to meet the needs identified by the executive team.
Sage Group’s senior utility industry business consultants developed and
facilitated workshops for each functional area. The workshops provided the
executive and their senior managers an opportunity to discuss all aspects of
their business and describe the reporting, analytics, and decision support
functionality required for their business needs. Sage consultants guided the
discussions to ensure that the executives were considering all of their
requirements based on current practices and industry best practices that they
may wish to implement in the future.
Based on the results of the executive workshops, Sage Group’s data warehouse
technical experts architected a corporate wide data warehouse design to meet the
defined requirements and the two objectives of the initiative, which are defined
below.
1.To develop a corporate wide data warehouse architecture that provides improved
access to information, fostering more informed decision making at the New York
Power Authority.
2.To provide a single, easily accessible, resource for data required by
auditors, accountants, financial planners, risk managers, account executives,
energy traders, and operational and support groups A key component of this
solution is development of a Data warehouse to provide a single, easily
accessible, resource for data required by auditors, accountants, financial
planners, risk managers, energy traders, etc.


SCOPE

The scope if this project was very comprehensive and included all of the
functions listed below:


ENTERPRISE SHARED SERVICES

 * Corp Support
 * Human Resources
 * Fleet Management
 * Finance and Treasury
 * Law
 * Information Technologies
 * Procurement
 * Financial Planning
 * Billing


OTHER FUNCTIONS

 * Marketing &Economic Development
 * Energy Services &Technology – Program
 * Energy Services &Technology – R&D
 * Fuels
 * Office of COO
 * Power Supply
 * Energy Resource Management
 * Energy Risk Assessment &Control
 * Power Resource Planning

Sage Group performed the following tasks for each of the areas described above:

 * Designed and Facilitated Requirements Gathering Workshops for executives and
   senior managers
 * Created a detailed report on the full scope of business needs for NYPA
 * Designed and Architected a Data Warehouse to meet the reporting, analytics,
   and decision support needs of NYPA
 * Presented the detailed report of BI requirements and the Data Warehouse
   design to the NYPA CIO who was the project sponsor.


   RESULTS

   NYPA’s CIO was extremely pleased with the innovative data warehouse design
   based on the detailed business requirements that were gathered during the
   executive and senior management workshops. The NYPA’s executive team
   expressed their gratitude for the industry insight and best practices
   provided by the Sage business consultants. NYPA intends to engage Sage Group
   for the implementation of the data warehouse and BI reporting solution;
   however budget constraints are delaying the implementation plans.

×
OKI Printing Solutions


BACKGROUND

OKI Data Americas, a subsidiary of OKI Data Corporation of Japan, markets PC
peripheral equipment and customized document management solutions under the OKI®
brand, including digital color and monochrome printers, color and monochrome
multifunction products, serial impact dot matrix printers, thermal label
printers and POS printers, as well as a full line of options, accessories and
consumables. OKI Data Americas also serves the Graphic Arts & Production market
with the OKI proColor™ Series.


CHALLENGES

OKI Data required a partner to assist with the design, development, and
deployment of a Sales Force Automation (SFA) solution utilizing SAP’s CRM and
STRATEGY modules. The solution had to be fully integrated with their SAP ERP
system.
OKI Data wanted to replace their home grown Top-Opps and Goldmine systems and
automate analytics and demand forecasting to provide operations with the best
sales forecast possible.
The goal of the SFA initiative was a fully integrated SFA solution that provides
an intelligent tool set to help the sales force manage contacts, accounts,
opportunities, analytics, and forecasting.


SOLUTION

Sage Group Technologies was selected for this engagement over other big
consulting organizations due to our innovative approach, our high performance
work team, and our SageSure methodology which delivers our value added services
to every engagement. Our solution integrated the functionality of OKI’s existing
SAP ERP with SAP’s Cloud Solution for Sales, CRM, and BusinessObjects’ Strategy
Management modules.


SCOPE

The scope of the initiative included a full project lifecycle from requirements
gathering, roadmap development, configuration, testing, training,
implementation, and post implementation support.
The SFA solution included CRM, BW, and Enterprise Portal and delivered the
following functionality to OKI Data:

 * Business Partner and Contact Management
 * Account Information Management
 * Opportunities Management
 * Sales forecast based on opportunities
 * Executive Dashboard for each level of management
 * CRM Analytics


RESULTS

OKI Data is extremely pleased with the solution design innovation and the
efficient, flawless implementation. The solution is already providing the cost
savings and business process optimizations that were identified in the business
case.

×
MARS Electronics (MEI)


BACKGROUND

MEI is one of the world’s leading manufacturers of unattended electronic
transaction systems including bill acceptors, coin mechanisms, cashless payment
systems and vending management solutions.


CHALLENGES

MEI needed to implement SAP HR to meet the Human Capital Management needs for
their business which hasemployees in 12 countries. The project was required to
meet the needs of a scheduled spin-off of one of their lines of business and
required strict deadlines and a tight budget. Complicating the situation was the
fact that MEI had limited HR IS resources and know-how.


SOLUTION

Sage Group Technologies was selected for this engagement due to our rich
experience in implementing SAP HR Solutions and innovative approach of Near Site
Engagement. The SAP HR system providesMEI’s HR staff and Operations Managers
with enhanced problem solving and decision making capabilities, in addition to
the ability to manage their global workforce based on accurate and comprehensive
employee data. The SAP HR solution also eliminatedthe outdated/redundant systems
and processes and delivered powerful new efficiencies to the HR function.


SCOPE

 * Organizational Management
 * Personnel Data
 * Benefits, Career Development, and Salary Information System


RESULTS

Sage Group Technologies completed the project on time and within the budget. MEI
successfully spun off the line of business as planned and are pleased with the
efficiencies and productivity that the SAP HR solution has provided to their HR
function.

The SAP HR solution delivered by Sage Group Technologies provides the tools and
consistent access to the information necessary to optimally manage employee
benefits, life events, benefits, career development, and job management
activities.MEI is pleased with our highly skilled and experienced staff, and the
results delivered by this project. They consider us as a long term SAP services
partner.

×
Tarrant County, TX


BACKGROUND

Constellation Tarrant County is an urban county located in the north central
part of Texas. Fort Worth serves as the county seat to a county population of
approximately 1.7 million citizens. Tarrant County is a member of the North
Central Texas Council of Governments. Tarrant County is one of the fastest
growing urban counties in the United States today.


CHALLENGES

Tarrant County was looking for an innovative solution to upgrade the current 4.7
version of SAP to mySAP ERP 2005, BW 3.0 to BI7.0, and ITS based ESS to EP 7.0
ESS. The County’s decision to make this a technical and functional upgrade was
driven by urgent business requirements.
Tarrant County’s overall IT strategy is based on the growth of their business
and the mandate to provide their constituents with premier customer service and
products. The upgraded application had to provide Tarrant County with the
ability to standardize its programming platform. The objectives were to create a
single technology platform for new development and to increase the knowledge and
skill sets of the IT organization.


SOLUTION

Sage Group partnered with the Tarrant County IT Services organization to lead
and assist in all phases of the upgrade beginning with planning and ending with
the successful transition to mySAP ERP 2005, EP 7.0 ESS and BI 7.0.


SCOPE

The scope of the engagement included extending the functionality of all the
existing SAP modules and components. The list below provides a high-level
overview of the key achievements of the upgrade initiative.

 * SAP FI/CO with Grant Management, Budget Management, Funds Management
 * SAP Procurement/Purchasing
 * SAP HR with PA, OM, Training and Events, Payroll, Time
 * ITS to Enterprise Portal (EP 7.0)
 * Employee Self Services
 * ECC6.0 integration with BW
 * BW 3.5 to BI 7.0
 * SEM-BPS to IP


RESULTS

Sage Group successfully completed the upgrade project on time and budget.
Tarrant County was grateful to us for successfully completing the entire upgrade
without having to extend the original aggressive schedule of 4.5 months.
Tarrant County is very pleased with our approach, services, knowledge and
quality of project delivery. Since completing the upgrade project Tarrant County
has recognized Sage Group as a strategic partner and awarded Sage group their
Business Intelligence transformation project, a strategic review of their SAP
organization, policies, and procedures, which resulted in SAP certification, and
they have also awarded us along-termSAP support services contract.

×
Constellation Healthcare Technologies (CHT)


BACKGROUND

Constellation Healthcare Technologies is one of the largest providers of
holistic, integrated practice management support services to hospitals and
medical practices across the United States.
They work in partnership with their clients to lead the evolution of the Health
Care industry. They are recognized for their technologies that enable seamless
access to integrated patient data, diagnostic data, lab and test data, and
pharmacology data resulting in improved quality of care for patients. CHT’s
products and services work together to provide automation, integration, and
logistical support to Healthcare Practices in the United States.

Constellation Healthcare Technologies has adopted a business development
strategy that combines organic growth with an aggressive acquisition initiative.
CHT is targeting small to midsized companies with a primary focus on billing for
the healthcare industry.




CHALLENGES

The Healthcare Industry is experiencing a great deal of downward pressure on
physician revenues. This provides both an opportunity for billing companies to
acquire additional clients, while at the same time forcing the billing companies
to offer their services at a lower rate. This tumultuous environment forces many
small and midsized companies to become available for outside acquisition;
howevermany of these companies lack the technology and staffing to flourish. CHT
required a partner to help them assess the value and potential for EBITDA growth
of potential acquisitions. They also required a partner with the business
process and technology experience to be able to develop transition plans to
ensure that the new acquisitions could be seamlessly and efficiently integrated
into their existing organization by leveraging the synergies, best practices,
and technologies of both companies.


SOLUTION

Sage Group was engaged to manage the entire due diligence process and to provide
the process and technology diligence. We coordinated the Due Diligence project
using CHT’s legal and external accounting teams and our own industry and
technology experts.
Based on our extensive experience in assisting companies with large business
process transformation initiatives that included the consolidation of businesses
we were also asked to develop the transition plans and to assist with the
implementation of the transition.


SCOPE

CHT has been growing rapidly and Sage Group has provided support for all 12 of
their acquisition due diligence initiative. We have also planned and assisted
with the consolidation of the 5 completed acquisitions and are actively
assisting with diligence efforts which are still underway.
For all of these due diligence initiatives our teams of experts visit every
location with billing operations. The teams interview the leadership team at
each location, evaluate their operational processes, their existing technology
applications, and infrastructure.
The Sage Group project manager coordinates all requests for information from the
legal and finance teams and ensures that the responses from the target company
are stored in the correct folder in the data room.
The detailed scope of the due diligence is provided below:


OPERATIONS DUE DILIGENCE

The Operations due diligence analyzes and reports each of the following
categories based on inputs provided by the target business, interviews with key
stakeholders, and observations.

Business Processes

 * Comparison to Industry Benchmarks
 * Innovations and Competitive Advantages
 * Comparison to Best Practices
 * Controls and Compliance
 * Governance
 * Metrics and KPIs
 * Opportunities for Optimization
 * Risks to future success
 * Key Initiatives for each functional area (on-going and Planned)

Organization

 * Management Team
 * Skills and Experience of Staff
 * Staff Turn over
 * Compensation (current and historical)
 * Policies and Procedures
 * Opportunities for Optimization
 * Risks to future success

Voice of the customer

 * Customer Churn
 * Customer Relationship
 * Customer Satisfaction
 * Cross and Up sell Opportunities
 * Potential Synergies
 * Risks to future Success

Product and Services

 * Quality and Cost
 * Industry Position
 * Marketing and Sales
 * Supply and Scalability
 * Demand and Price elasticity
 * Risks and Opportunities


TECHNOLOGY DUE DILIGENCE

The Technology due diligence analyzes and reports each of the following
categories based on inputs provided by the target business, interviews with key
stakeholders, and observations.

 * Systems and Applications
 * Infrastructure and Technology
 * Risks and Opportunities
 * Obsolescence Identification
 * Technology Investment Forecasts
 * Disaster Recovery and Backup
 * Data Center
 * IT Policies and Procedures
 * Staffing and Vendor Resources
 * Controls and Compliance
 * Equipment
 * Contracts
 * Industry best practices mapping – Technology

CHT External Legal Team

CHT External Financial Team


LEGAL DUE DILIGENCE

The legal due diligence analyzes and reports each of the following categories
based on inputs provided by the target business, interviews with key
stakeholders, and observations.

 * Past, Current, and possible future litigation
 * Contracts
 * Business legal organization
 * Legal encumbrances
 * Compliance Rulings
 * Ownership
 * Covenants
 * Federal, State, and Regulatory Restrictions on Business Activities
 * Sales Agreement creation and revisions


FINANCIAL DUE DILIGENCE

The financial due diligence analyzes and reports each of the following
categories based on inputs provided by the target business, interviews with key
stakeholders, and observations.

 * Accounting & Reporting Controls
 * Quality of Earnings
 * Cash Flow
 * Accounts Payable
 * Accounts Receivable
 * Bank Statement Reconciliation
 * Tax Filings
 * Debt and Obligations
 * Contracts
 * Quality of Assets
 * Historical Revenue
 * Historical EBITDA
 * Working Capital
 * Revenue and EBITDA Forecast

The final report provided by Sage Group Technologies consisted of the following:

 * Detailed legal, financial, process, and technology assessment of the existing
   organization,
 * Assessment of potential EBITDA enhancements
 * Post-acquisition transformation plan
 * Discussion of Industry pressures and business risks
 * Specific recommendations and considerations


RESULTS

Constellation Healthcare Technologies is extremely pleased with their
partnership with Sage Group. They continue to rely on our experts with their
extensive experience and our world class due diligence methodology to ensure
that they have all the necessary information to make the correct acquisition
decision.

×
Pegasus Blue Star Fund (PBSF)


BACKGROUND

Pegasus Blue Star Fund is a private equity fund specializing in Healthcare
Services Investments, with 20+ years of experience of investing and managing
Healthcare Services companies in the areas of Cancer treatment centers, Surgery
centers, Practice management, Medical Group Purchasing Organizations, EHR,
Medical Revenue Cycle Management, Patient Portal, Claims Optimization, Claims
Authorization, Patient collections, Bad debt collections etc.


CHALLENGES

Pegasus Blue Star Fund had signed a Letter of Intent to acquire a very large
Revenue Cycle
Management (RCM) Company and they needed a company to manage and perform an
extensive due diligence of the company from a legal, financial, operational, and
technology perspective. The target acquisition had extensive operations in
Georgia, Texas, Colorado, California, Ohio, and Illinois. Pegasus Blue Star Fund
required extensive analysis of the target acquisition to ensure that post
acquisition the company would be a viable and profitable concern with a process
and technology platform that would support future rapid growth.


SOLUTION

Sage Group Technologies was engaged to manage the entire due diligence process
and to provide the process and technology diligence. We coordinated the Due
Diligence project using PBSF’s legal and external accounting teams and our own
industry and technology experts.


SCOPE

Our team of experts visited every location with RCM operations. The team
interviewed the leadership team at each location, evaluated their operational
processes, their existing technology applications and infrastructure.
The Sage Group Technologies project manager coordinated all requests for
information from the legal and finance teams and ensured that the responses from
the target company were stored in the correct folder in the data room.
The detailed scope of the due diligence is provided below:


OPERATIONS DUE DILIGENCE

The Operations due diligence analyzes and reports each of the following
categories based on inputs provided by the target business, interviews with key
stakeholders, and observations.

Business Processes

 * Comparison to Industry Benchmarks
 * Innovations and Competitive Advantages
 * Comparison to Best Practices
 * Controls and Compliance
 * Governance
 * Metrics and KPIs
 * Opportunities for Optimization
 * Risks to future success
 * Key Initiatives for each functional area (on-going and Planned)

Organization

 * Management Team
 * Skills and Experience of Staff
 * Staff Turn over
 * Compensation (current and historical)
 * Policies and Procedures
 * Opportunities for Optimization
 * Risks to future success

Voice of the customer

 * Customer Churn
 * Customer Relationship
 * Customer Satisfaction
 * Cross and Up sell Opportunities
 * Potential Synergies
 * Risks to future Success

Product and Services

 * Quality and Cost
 * Industry Position
 * Marketing and Sales
 * Supply and Scalability
 * Demand and Price elasticity
 * Risks and Opportunities


TECHNOLOGY DUE DILIGENCE

The Technology due diligence analyzes and reports each of the following
categories based on inputs provided by the target business, interviews with key
stakeholders, and observations.

 * Systems and Applications
 * Infrastructure and Technology
 * Risks and Opportunities
 * Obsolescence Identification
 * Technology Investment Forecasts
 * Disaster Recovery and Backup
 * Data Center
 * IT Policies and Procedures
 * Staffing and Vendor Resources
 * Controls and Compliance
 * Equipment
 * Contracts
 * Industry best practices mapping – Technology

PBSF External Legal Team

PBSF External Financial Team


LEGAL DUE DILIGENCE

The legal due diligence analyzes and reports each of the following categories
based on inputs provided by the target business, interviews with key
stakeholders, and observations.

 * Past, Current, and possible future litigation
 * Contracts
 * Business legal organization
 * Legal encumbrances
 * Compliance Rulings
 * Ownership
 * Covenants
 * Federal, State, and Regulatory Restrictions on Business Activities
 * Sales Agreement creation and revisions


FINANCIAL DUE DILIGENCE

The financial due diligence analyzes and reports each of the following
categories based on inputs provided by the target business, interviews with key
stakeholders, and observations.

 * Accounting & Reporting Controls
 * Quality of Earnings
 * Cash Flow
 * Accounts Payable
 * Accounts Receivable
 * Bank Statement Reconciliation
 * Tax Filings
 * Debt and Obligations
 * Contracts
 * Quality of Assets
 * Historical Revenue
 * Historical EBITDA
 * Working Capital
 * Revenue and EBITDA Forecast

The final report provided by Sage Group Technologies consisted of the following:

 * Detailed legal, financial, process, and technology assessment of the existing
   organization,
 * Assessment of potential EBITDA enhancements
 * Post-acquisition transformation plan
 * Discussion of Industry pressures and business risks
 * Specific recommendations and considerations


RESULTS

Based on the extensive diligence effort and a detailed post-acquisition
transformation plan Pegasus Blue Star Fund purchased the targeted business and
engaged the Sage Group Technologies business experts to assist with the
follow-up business process optimization effort. PBSF considers this diligence
effort a model for all future due diligence efforts and Sage Group Technologies
a strategic partner for all future acquisition initiatives.

×
City Of Tacoma, WA


BACKGROUND

Tacoma is a mid-sized urban port city in and the county seat of Pierce County,
Washington, United States. The city has a population of over 205,000 residents
and has a City Manager and a Mayor. The City of Tacoma owns electric, water, and
cable utilities and a regional railroad. IT and the SAP ERP system are shared
serviced used by the city government, railroad, and the utilities.


CHALLENGES

The utilities and city government staff have a very low regard for SAP and there
are many business needs that are not being adequately met by the SAP solution.
Under a previous IT director two strategic studies were commissioned with big
six consulting firms and both studies indicated that the SAP implementation was
fatally flawed, with an extraordinary number of custom developments and
non-standard configurations. Both studies recommended that the implementation be
scrapped and a new implementation be initiated. Neither recommendation was
followed and the acting director who was tasked with coming up with a strategic
plan for the next 5 years.


SOLUTION

Sage Group Technologies was retained by the City of Tacoma to assist the City
with an SAP Strategic Assessment. The assessment included reviews of the ERP
infrastructure, IT operations & administration, and business processes for the
City, Railroad, and Utility. The goal of the assessment was to identify
opportunities to improve efficiencies and reduce costs. Sage was asked to make
recommendations that will provide business value and align with management
priorities. A key deliverable from this assessment was a prioritized roadmap of
enhancement initiatives that the City can use as input to their planning
process.


SCOPE

The scope of this engagement included defining an end-state for all business
processes and the related SAP components for all functionality that could be
supported by SAP. The end state vision for the infrastructure architecture
required to support the end-state vision for SAP was also be included in the
scope of this assessment. A roadmap was developed based on the dependencies
amongst all the identified initiatives. Each initiative in the roadmap was
supported by high level business cases, with estimated cost of implementation,
estimated benefits, potential risks, and an estimate of the project duration.
The key deliverable from this assessment was a report that addresses all of the
following considerations for evaluating and prioritizing the initiatives of the
roadmap:

 * Management Alignment
 * Business Process Improvements and Industry best practices mapping
 * Prioritized suggestions for Strategic Business Process Improvements
 * Change Management Implications (Training, Communication, Change Readiness)
 * Options and Alternatives for reducing costs of SAP system Ownership
   * Outsourcing Maintenance and Support
   * Outsourcing entire SAP infrastructure
   * Other alternatives for increasing efficiency and reducing costs
 * Application Architecture and Infrastructure Architecture
 * High level business case and Implementation Roadmap


RESULT

Sage Group Technologies completed the project and after reviewing their findings
with the senior management team of the City, Railroad, Utilities, and IT, they
were asked to present the results of their work to the City Manager and a
special committee composed of the Mayor and several key city council members.

Unlike previous strategic studies, Sage Group was able to show Tacoma that their
SAP solution was not fatally flawed, but that it had not been functionally
upgraded for 7 years, even though the IT team had performed technical upgrades
on a regular basis.

The acting director of IT was given the job on a permanent basis, the City
Manager, and the City’s Technology Committee agreed to support and fund the
solution provided by the Sage Group Technologies Team.

The City, Railroad, and Utility staffs were energized by the decision to perform
functional upgrades that would meet their business imperatives.

Sage Group Technologies has since been given follow-up projects for business
enhancements for fleet maintenance, HR, and Finance. We have also provided
Tacoma with staff augmentation and SAP basis, development, and infrastructure
support.

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