PMGs Capabilities and Track Record of Supporting Private Equity - PowerPoint PPT Presentation

PMG’s Capabilities and Track Record of Supporting Private Equity Firms

Point Management Group History 1988 Point Venture Management is founded and focused initially on investment management. • $20M Investment Management Firm • Helped fund and grow (17) companies in the Mid-Atlantic region including: E-Transport, Galt Technologies, Network Data Corporation, Steak-Umm, Lloyd’s Barbeque and $26B Our Flextronics International Presenter 2004 Point Management Group purchased Point Venture Management and combined its investment management experience with proven strategy and operations consulting expertise to drive results for clients in the manufacturing, distribution, energy, healthcare and financial services sectors. 2019 Today, Point Management Group, a subsidiary of Computer Enterprises, Inc., is a business consulting firm that helps clients define and achieve their strategic objectives by leveraging critical elements of Product Management, Supply Chain Optimization, Operational Excellence and Technology Enablement. 2 CONFIDENTIAL AND PROPRIETARY

We will help you define and realize your strategy to achieve business goals Competitive Advantage • Our people are subject matter specialists who not only will help Strategy you create the strategy, but who will also be the same ones rolling-up their sleeves to help you implement it • Point Management Group has better resources at a more competitive price-point Market Position Operationalize • Point Management Group (PMG) and CEI together bridge the gap between Strategy and Implementation Experience • Point Management Group consultants have considerable Implementation experience planning, deploying and measuring success in business strategy, process improvement and enabling technologies 3 CONFIDENTIAL AND PROPRIETARY

We help you operationalize strategy by leveraging elements of Supply Chain Optimization, Operational Excellence and Technology Enablement Business Strategy Operational Excellence Supply Chain Sales / Marketing Technology Enablement Optimization Effectiveness Customer Driven Visioning Data Strategy PLAN: Forecasting, Commercial Strategy & IT Assessments / IT Strategy Inventory Management Salesforce Effectiveness ERP Optimization Business Transformation / Ecosystem Analysis Production Scheduling Process Improvement Marketing Effectiveness Business Analytics / BUY: Spend Analysis, Reporting Competitive Positioning PMO Creation / Project- Commodity Management, CRM Optimization (Attacker / Defender) Program Management Customer Relationship Strategic Sourcing, Point of Sale Integration Management (CRM) Outsourcing Organizational Design Operating Model IT integration MAKE: Lean Pricing & Margin Analysis Performance Measurement Strategic Options Analysis Manufacturing, Continuous Data Architecture Shared Services Strategy eBusiness Alignment Improvement, Mergers, Acquisitions and Collaborative Design eBusiness Risk Management, Product Strategy Post Merger Integration Compliance, Regulatory MOVE: Warehouse, IT Project Management Reporting Transportation, Logistics, Organizational Change Shop Floor Automation Management SELL: Demand Forecasting & Analysis Financial Services | Discrete & Process Manufacturing | Energy, Oil & Gas | Healthcare, Pharma & Life Sciences Logistics, Distribution & Retail| Technology 4 CONFIDENTIAL AND PROPRIETARY

Private Equity Offerings Point provides private equity firms with services ranging from pre-acquisition due diligence to strategy development and alignment as well as implementation and operationalization post-acquisition across several industries. Post-Acquisition Pre-Acquisition Measuring Impact & Results Technology Enablement Strategy and Execution  Pre-Acquisition Due Diligence:  Strategy Workshop  Establish KPIs  Assessment of current technology  Revenue infrastructure across areas including, • Growth  Create Executive Dashboards & Key point of sales, e-commerce, finance, Reports  Markets • Cost Reduction Infrastructure supply chain  Validate the Source Systems and Data  Operations Support  Manage and Execute Key Initiatives  IT Strategy and Roadmap  Supply Chain  Interim CxO development  IT  Technology rollout and operationalization  Ongoing Support 5 CONFIDENTIAL AND PROPRIETARY

Pre-Acquisition Due Diligence The Pre-Acquisition Due Diligence consists of a questionnaire and interviewing of key executives, as well as, an onsite workshop to address opportunities for growth, cost reduction, and infrastructure requirements. The effort would be targeted on providing an assessment of the following areas: Revenue Operations Support  Sales Strategy  Finance  Sales Channel  IT  Sales Management, Reporting, and KPIs  HR, Organizational Design  Cost Analysis (By Product, By Segment, etc.)  Management Reporting and KPIs  Customer Service  Quality Assurance  Support Systems (CRM, Analytics, ERP) Market Supply Chain  Channels  Production Control & Inventory Mgmt.  Competitive Positioning  Strategic Sourcing & Purchasing  Customer Segmentation  Manufacturing  Product Segmentation  Distribution & Logistics  Client Demographics  Engineering & Product Development 6 CONFIDENTIAL AND PROPRIETARY

Post-Acquisition Strategy The Accelerated Approach is a variation of our complete strategy methodology. This approach is designed to allow our client to review its target’s current strategy and develop and/or confirm a strategic road map of initiatives which can drive an immediate ROI. 1. Growth Strategy Focus – This is designed to assess your targets growth opportunities and quickly identify areas to increase market share by better serving your customer 2. Cost Reduction Focus – This is designed to assess your targets strategy and quickly identify how you can increase cost efficiency within its operations and quickly drop dollars to the bottom line 3. Infrastructure Focus – This is designed to assess the current infrastructure and identify opportunities to reduce infrastructure costs and improve processes necessary to support the current infrastructure Key stakeholders from your target organizations are run through a proven methodology to identify bottlenecks  and accelerate solutioning. The methodology allows for key inputs and existing strategy documents to be collected prior to the start and  bought in as inputs to the process. Once key information is gathered an internal and external assessment to accelerate execution.  7 CONFIDENTIAL AND PROPRIETARY

Rapidly changing market place and industry dynamics represent challenges and opportunities for portfolio companies 8 CONFIDENTIAL AND PROPRIETARY

How PMG Can Improve Operating Performance with Data Analytics, Reporting & Visualization 9 CONSULTING | SOLUTIONS | RESULTS CONFIDENTIAL AND PROPRIETARY

Analytics, Reporting & Visualization Executive Dashboard Sales / Customer Service Supply Chain Operations Finance  Daily Sales Reporting  Material Demand  Production Output  Cost Tracking Planning  Sales Analytics  Shipments  By business units  Attainment to Plan  Margin Tracking  Inventory Management  By customers  Attainment to  Quoted / Expected  Inventory Positions  By products Schedule vs. Actual and Aging Contribution Margin  By time period  Attainment to  Procurement Expected Output  Inventory Valuation  By sales rep  Sourcing  Downtime Reporting  DSO / DPO  By new vs. existing  Purchasing & customers & products Receipts  Dormant Customers /  Vendor quality & on Products time delivery score  On Time Delivery cards  Customer Complaints  Scheduling Data Quality (Process & Procedures, Training, Data Quality Exception Reporting) CRM (Salesforce, Microsoft CRM, SAP) ERP (SAP, Oracle, Microsoft Dynamics, Nav, Plex, Epicor, Sage, Unify, MISys Netsuite.) BI, Reporting & Visualization (Microsoft PowerBI, MicroStrategy, Tableau, QlikView, SAS, SAP Business Object, IBM Cognos) Workflow & task automation, machine monitoring ( Agilepoint, UiPath, Tulip)) 10 10 CONFIDENTIAL AND PROPRIETARY

Harnessing data can provide competitive advantage and drive value to the bottom line • Profit Improvement • Demand Responsiveness • Reduced Waste • Inventory Needs • Empowered Employees • Operational Awareness • Production Efficiency • Supply Chain Optimization 11 11 CONFIDENTIAL AND PROPRIETARY

There are challenges to deploying a meaningful data and analytics strategy 12 12 CONFIDENTIAL AND PROPRIETARY

Here are some tips on how to get started and to avoid common pitfalls • Define a strategy that is aligned with business strategy • Build a culture that values data and subscribes to uniform data • Determine the KPIs most critical to measuring performance • Define what data is most important to those KPIs and how it will be captured, maintained and actioned • Lend clarity by democratizing data • Encourage and empower employees to make decisions based on data 13 13 CONFIDENTIAL AND PROPRIETARY