Capital West Advisors IS Sysco_presentation

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Business Intelligence Software at September 19, 2006 1 Case Overview • Company Overview: Sysco • Business Intelligence Software • Partner Overview: Business Objects 2 Issue Identification • How should Sysco structure their BI Deployment? 3 Project Goals and desired outcomes • Managing an implementation across several independently operating business units (centralization vs dispersion) • Twila’s group needs to provide technical support, training and consulting around BI. • Focus implementation – What additional products could we be selling to each of our customers – Which of our current customers are we likely to lose? 4 What challenges will Twila Face as she rolls out BI software? • Need to work at several levels (steering team, project team, BUs to implement) • High expectations from senior team based on Demo • How much BI software should Sysco purchase? Is it wise to buy them at the start or as business needs become clear? 5 Evaluation of Options • ―Bare Bones‖ • ―Middle of the Road‖ • ―Volume Discount‖ 6 Option 1: “Bare Bones” Overview • Performance Dashboards for 10 people at each of 83 BUs • Query/Analysis for 3 people at each of 83 BUs; 5 people from corporate • 1000 Basic Licenses Advantages • Lower cost • Price per license could drop over time • Ensure implementation before making additional expenses • Not locked into learning everything—steep learning curve Disadvantages • Not meet Director Council’s expectations set by demo— diminished executive sponsorship • Several extra months to roll out • Need to buy more licenses within 6 months • No supply chain access • Puts future purchase in hands of partner—who may not be dependable in the future • You have lost bargaining power after initial purpose • Doesn’t provide a business process for customer 7 intelligence Option 2: “Middle of the Road” Overview • Performance Dashboards for 15 people at each of 83 BUs • License customer intelligence analytical module • 1300 Basic Licenses Advantages • Moderate cost • Purchasing the module that answers the two questions they set out to answer • Focuses our efforts on 1 initial rollout—doesn’t confuse with other issues • Makes it easier to access, analyze and share data by providing more licenses Disadvantages • Need to buy more licenses within 12 months • No supply chain module • Increase in maintenance costs 8 Option 3: “Volume Discount” Overview • Performance Dashboards for 20 people at each of 83 BUs • License customer intelligence analytical module • Supply Chain Module • 2000 Basic Licenses Advantages • Company-wide access to tools and key data • Drive uniformity across business units with a common system • 435 Licenses for supply chain module • 2 years of software licenses—no renegotiation Disadvantages • Too many people with access to business data- could create security issues or inaccurate data • Spend more time training people who don’t need access • Dilute efforts on rolling out out-of-scope business processes • Higher Cost 9 Recommendation Option 2 • Purchasing the module that answers the two questions they set out to answer • Focuses our efforts on 1 initial rollout— doesn’t confuse with other issues • 1 year of licenses allows you to see if you’ve met company needs, but doesn’t sink you into a long-term partnership • Makes it easier to access, analyze and share data by providing more licenses • Moderate cost 10 Anticipated Results • ? 11 Results • More consistent operations across business units • Provides up-to-date data to drive decisions and understand changing customer needs in a highly competitive industry Resulted in…. • X% in gross revenues may be driven by increased focus on retaining customers and driving new products to existing customers 12

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