peoplesoft proprietary and confidential page 1 agenda enterpriseone architecture & solution...

PeopleSoft Proprietary and Confidential

Agenda

• EnterpriseOne Architecture & Solution Portfolio

• EnterpriseOne in China– Overall install base– Install base by industry– Main Competitors by industry– Partners– Customer Expectations

• Attachments


EnterpriseOne Design Center

Common Toolset & DatabaseCommon Toolset & Database

Financial ManagementFinancial Management

OrderOrderManagementManagement ManufacturingManufacturing

• Pre-integrated with Middleware and Operating System (Unix, iSeries, Windows, Linux)

• Single Database and Navigation

• Financials are the foundation for all other applications

WorkforceWorkforceManagementManagement

ProjectProjectManagementManagement

Sales & ServiceSales & ServiceManagementManagement

Asset LifecycleAsset LifecycleManagementManagement

LogisticsLogistics

SupplySupplyManagementManagement

Pre-configured OS, MiddlewarePre-configured OS, Middleware


EnterpriseOne Solution PortfolioFMS M&D SRM CRM HCM ALM

Financial Foundation• GL• AP• AR• Fixed Assets • Advanced Cost Acctg

Compliance• Compliance Manager

Budgeting & Cash Management

Expense Management

Project Management• Contract and Service

Billing• Project Costing

Homebuilder

Manufacturing• Requirements

Planning• Multi-mode Mfg• Shop Floor Mgmt • Product Data Mgmt • Quality

Demand Flow Mfg• Line Design• Kanban Mgmt• Resource Mgmt• Daily Sequence

Planning• Lean Metrics

Demand Scheduling Execution

Transportation Mgmt• Inbound and

Outbound Shipment and Load Execution

Warehouse Mgmt• Putaway• Picking• Replenishment

Inventory Mgmt

Bulk Inventory MgmtAdvanced Stock

Valuation

Procurement & Subcontract Mgmt

• Direct Materials• Indirect Materials• Project Services

Requisition Self Service

• Requisition Mgt• Supplier Punchout• Commodity Tree

Supplier Self Service• Supplier Workspace• Buyer Workspace• Lean Procurement

Sales Force Automation

• Lead Management• Opportunity

Management• Pipeline Forecast• Territory

Management• Mobile Sales

Customer Support• Case Management• Branch Scripting• Solution Advisor• MCIM

Service & Warranty Mgmt

Field Service

Customer Self Service

Sales Order Mgmt• Sales Order Entry• Sales Order

Processing• Advanced Pricing

Human Resources Management

• Employees• Jobs• Positions• Performance• Skills/Competency• Pay/Compensation

eRecruit

PayrollUS Payroll

• Canadian Payroll• Australia/

New Zealand Payroll

• Employee Self Service

• Manager Self Service

Capital Asset Mgmt• Condition Based

Maintenance• Equipment Cost

Analysis

Real Estate Management

• Advanced Real Estate Forecasting


Strong Financial Software (World) for

the AS400 Mid-Market / Cross Industry

OneWorldOneWorldElegant

SoftwareElegant

SoftwareWorld

SoftwareWorld

SoftwareJ.D. Edwards 5J.D. Edwards 5

J.D. Edwards Strategic Evolution

20042002199619841977

OpenSystems

ERP“OneWorld”

M&DMid-market

Cross Platform

EnterpriseOne- Mid-market- Manufacturing

World- Installed base- Small Business


Strength in Six Industries

• Manufacturing & Distribution in mid market• Construction• Paper & Packaging• Real Estate• Mining• Consumer Packaged Goods

PeopleSoft E1 has been the enterprise software leader in six product and asset intensive industries – manufacturing and distribution for the mid market, construction, pulp and paper, real estate, mining, and consumer packaged goods.


• Total known customer install base in China : approx. 80

• Distribution: 23

• Manufacturing: 54

• Others: 3

Overall Install Base

China E1 industry distribution

29%

67%

4%

DST

MFG

Others

• About 70% of customers in China are global account


Overall Install Base

Install Base Distribution by Release (total # of customers: 80)

World38%

E135%

Unknown27%

Install Base Distribution by HW Platform (total # of customers: 80)

AS/40054%

Unknown27%

Intel15%

Solaries1% HP

3%

Install Base Distribution by DB (total # of customers: 80)

DB254%

Oracle4%

SQL Server15%

Unknown27%


Overall Install Base – additional information

• Industry classification– Manufacturing: Chemical & lubricant, Electronics, Industrial

manufacturing, Pharmaceutical, Auto industry, Food & Beverage, Consumer product, Paper & Packaging, Textile

– Distribution: Downstream energy, Consumer product distribution, Industrial product distribution, Medical product distribution, Retail, Fast food chain

– Others • Common modules among install base

– Accounting (G/L, A/R, A/P, Fixed Asset)– Core technical modules

• Most manufacturing customers also have distribution modules


Install Base by Industry - Manufacturing

• Top 4 segments accounts for 74% of manufacturing install base– Chemical & lubricant

– Electronics

– Industrial manufacturing

– Pharmaceutical

• Auto industry– Presently account for 4% only

– Growth potential high in China

– See attachment for more info.

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Install Base by Industry - Distribution

• Wide spread among # of segments– Consumer goods– Medical– Industrial– Retail– Energy (down stream)– Fast Food Chain

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Main Competitors – Key differentiators

PeopleSoft:

• Flexibility and adaptability vs. MySAP

• Scalability and functionality vs. BusinessOne

• Demand-driven: Demand Flow® / lean manufacturing

PeopleSoft:

• More platform choices

• Richer industry functionality

• Supply chain planning


PeopleSoft:

• More platform choice

• Single product line for mid-market

• Scalable and adaptable

• Industry functionality from PeopleSoft (not reliant on resellers)

• Breadth and depth of manufacturing functionality


VS. VS. VS.


Main Competitor by Industry – Chemical industry

• Main competitor: SAP

• Key customer purchasing attributes – Integration(Integrate with vender/supplier ERP systems)– Flexibility to use – Flexibility to change– Total Cost of Ownership(TCO)

PeopleSoft E1 SAP

Integration Better

Flexibility Use/Chg Better

TCO Better


Main Competitor by Industry – Auto industry

• Main competitor: QAD

• Key customer purchasing attributes– Demand driven/Lean manufacturing technology– Multi-plant solution– Integrate with vender/supplier ERP systems– Total Cost of Ownership

PeopleSoft E1 QAD

Demand Driven Better

Multi-plant solution Better

Integration Better

TCO Better


SWOT Analysis - Auto Suppliers

PSFT Strengths:• “Largish” global Installed Base (250+)• Recent success in segment in EMEA, NA• Demand Driven solution ideally suited to this

segment• New DSE solution demonstrates commitment• Broad footprint (SCP/SCM/ERP/ALM)

PSFT Weaknesses:• Demand Scheduling development is late to

market• Solution requires DFM and is not yet GA• Lack of PSFT manufacturing references in

JAPAC. Almost no share of segment

• QAD has most installs (China – 56%)

• SAP is second (China - 38%)

Market Threats:• Intense competition from SAP, Oracle and

QAD

• Lack of sustainable commitment from PSFT

Market Opportunities:• Exploit new Demand Scheduling Exec.

• Leverage SCP, ALM & SRM solutions

• Use PSFT brand in large OEMs (Toyota)

• Massive growth and consolidation in this segment throughout JAPAC

• China auto parts sector - $30B in 2003 • 75% of Chinese suppliers have no system


SWOT Analysis - Heavy Vehicles

PSFT Strengths: Industry recognized customers (AGCO,

Oshkosh, John Deere) Recent success in segment – large multi-

million upgrade at AGCO Broad functionality of DIST & MFG

solutions fit segment well Broad footprint (SCP/ALM/SRM/ERP)

PSFT Weaknesses: Have not developed enough references SAP is the market “gorilla” in installs, e.g.

Caterpillar Poor PLM product may hold us back Need manufacturing references in Asia

Market Threats:• Industry consolidation might create more SAP

by default decisions

• Oracle FUD

Market Opportunities:• Leverage SCP, ALM & SRM solutions

• Leverage CRM for prospect revenue benefit

• JAPAC markets is largely untapped


Main Competitor by Industry – Distribution & Retail

• Main competitor: Oracle

• Key customer purchasing attributes– Industry specific solution– E-Business solution– Total Cost of Ownership

PeopleSoft E1 Oracle

Industry specific solution Better

E-Business solution Better

TCO Better


E1 partners in China

• Joss

• S&I

• Deloitte

• IBM

• Keying

• ESG

• Elites Land

Joss, S&I and Deloitte are the top three partners in China.


Customers’ expectation

• Ongoing maintenances support plan and cost

• Future product feature upgrade– World– Enterprise One (One World)

• Availability of Fusion product and features

• Training and documentation availability


Attachment 1 - Trends in China’s Automotive Industry• Competition ahead:

The world’s fastest-growing automotive market is reported likely to experience a significant competitive battle, as suppliers increase manufacturing capacity at a rate faster than their anticipations for market growth.

• Different export targets: Southeast Asia is where domestic firms intend to increase exports, while foreign joint ventures plan to export more widely – to North America and Japan, as well.

• WTO will not drive exports: Membership in the World Trade Organization will lead to gains in product quality, reduced prices, and increased investment, but not increased export, according to companies interviewed.

• Low IT spending, high ambitions for business process improvement: Despite typical investment of less than $100,000 per year on information technology, more than two-thirds of companies surveyed seek to improve their business processes in order to initiate advanced manufacturing concepts such as inventory management, improve accuracy of production planning, and track inventory through bar-code labelling.

• Advanced supply chain initiatives: Almost a third of domestic companies interviewed have lead times of four weeks or longer, but nearly as many offer just-in-time (JIT) delivery within two days of order. More joint venture firms achieve JIT in less than two days, and three quarters of joint venture firms’ lead time is under a week.

• Dependence on manual procedures: More than half of all orders are sent and received via fax, and the balance communicated by e-mail or the telephone.


Attachment 2 - Auto Suppliers and Heavy Vehicle Addressable Market

Sources: OneSource (Oct 2003)

Revenue Range

Australia China Hong Kong

India Indonesia Japan South Korea

Malaysia New Zealand

Singapore Taiwan Thailand

Unknown 0 48 47 11 7 22 6 4 1 3 10 9

< $50M 182 2243 6 273 76 2754 220 227 43 68 317 162

$50M - $100M

18 235 6 33 26 105 44 21 8 12 33 28

$100M - $250M

29 113 4 28 7 107 37 25 8 9 22 7

$250M - $500M

17 133 4 22 13 59 15 7 2 7 10 10

$500M - $750M

10 53 3 4 2 27 4 2 0 5 6 3

$750M - $1B 5 35 3 3 1 15 5 4 0 2 2 3

> $1B 10 147 6 5 15 65 15 6 0 4 3 4

Total 271 3007 79 379 147 3154 346 296 62 110 403 226

Target Market based on size and readiness

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