Streamlining New Item Approval Process Carolina Biological: Case Study Presenters: Doug Palaske Sales Manager Matt Minchuk Product Manager Suman Prasad Chief Architecct And…

Director, Project Services Lisa Coble Project Analyst Carolina Biological Supply lisa.coble@carolina.com (336) 446-7771 Gerald Brendle Director, Project Services Carolina Biological Supply gerald.brendle@carolina.com (336) 446-7884

Webinar Agenda Carolina Biological Supply Company - Review K-Rise Systems – Review & Discuss EASYProcess Carolina – New Item Approval Portal, Background Slides Carolina – Demonstration of Portal Q&A – Throughout, Use Chat

Established & Respected Company Burlington, North Carolina 460 Employees 19 Information Services Established in 1927 50 States 125+ Countries Dr. Ed Powell Jr., PhD Professor, Elon University Founder

Well known in many circles beyond the Education World Education & Science Leaders Hollywood World Class Systems

With a Diverse Product Line of “Cool Stuff” Dangerous, Living, Fragile & Seasonal Stuff !! Infected Human Lung Scary & Weird Stuff !! Really, really, really Cool Stuff !!

About K-Rise Systems E-Commerce: EASYCommerce - EASYPayment Founded 2003. Expertise in developing B2B Web Portals 2006 EASYProcess Released EASYProcess Enterprise – 2009 2007- 2010 Enterprise Applications released. E-Commerce: EASYCommerce - EASYPayment Vendor / Buyer: Vendor Self-Service, EASYBuyer, Vendor Onboarding, AP Automation, Supplier Contract & Item Update HR Employee/Manager Self-Service: Time Entry, Profile, Positions, Leave Request, Pay Stub, Benefits, etc.

Complex Business Rules Middleware (EASYConnect) EASYProcess: Enterprise Software Development Platform Search Filters Security Workflow Forms Approvals Hierarchy Your Business Model Complex Business Rules Connectivity JD Edwards - BSFN , Tables Any Data Source Web Services Email More… Middleware (EASYConnect)

EASYProcess Feature List Portal Factory Drag and Drop Data Sources Web Elements Web Parts Basic Programming Elements Re-Usability Security and Filtering Look and Feel Layout Colors, Fonts, and More Branding and Messaging EASYConnect Multi-Faceted Connector Complete EASYProcess Installation Business Process Automation Engine Workflow Interfaces Data Integration Reporting Web Services Enterprise Development Business Process Management Approval Workflow Complex Form Creation Email and Reporting Managing Environments EASYProcess Enterprise Manager (EEM) Development, QA, Production Team Development Client Environments Change Management EASYTracking Integrated Testing Integrated Email Project Progress SSL Security Services Requirement Gathering Project Management Product Implementation Custom Development Training

EASYProcess Solutions Across the Enterprise Vendor Self-Service EASYBuyer Vendors Receiving Goods Accounts Payable Inventory Purchase Orders Manufacturing Shipping Customer Orders Accounts Receivable Customers General Ledger Periodic Statements Payroll Fixed Assets Taxes Billing Payments from Customers Payments to Vendors Price Bidding VOB Employee Self-Service SCIU New Item EASYCommerce EASYPayment Customer Self-Service Order Entry

Streamlining Customer Master Create / Edit Process

K-Rise Systems – JDE Customers

Portal Screenshot

JDE New Item Master Create

Main Workflow

Sub-Workflow: Editing

Sub-Workflow: Purchasing

JDE New Item Create, Business Function Call

Item Details, EASYProcess Webpart 1

Item Details, EASYProcess Webpart 1

Item Details, EASYProcess Webpart 2

Questions ? Presenters: Doug Palaske Sales Manager doug.palaske@krisesystems.com 630.898.2923 x133 cell: 708.843.1574

EASYProcess Architecture Cloud Apps Onsite Hosted Complex Range of Skill Sets Have to Settle One Problem – One Solution Costly, Difficult to update

Our Customers Mercury Marine: Australia - Dandenong Challenge: Configurated engines online – Dealers Solution: K-Rise Systems’ EASYCommerce Result: Real-time ordering 24 hours a day Control: On-going improvements - 5 person team Add’l Solutions EASYBuyer - Procurement Engine Warranty Registration Mercury Marine: Marine Engine Manufacturing Challenge: Utilize the JDE Configurator as the primary data source for an eCommerce site Solution: K-Rise Systems’ EASYCommerce Result: EASYCommerce integration with the JDE Configurator; dealers can configure boat motors and entire engine kits and order online 24 hours a day

K-Rise System’s Customer Amway International, VSS Portal-January 2012 Challenge: Non EDI Vendors – JDA/JDE Issues Solution: Go with Oracle Portal Result: Trouble Second Try: K-Rise Systems and VSS Portal with EASYProcess Rollout 2: Complete–November 2012 Rollout 5: Underway Beta Tester for “Supplier Contact and Item Update”

K-Rise System’s Customer Fox Network Groups Vendor On-Boarding Module ESS Portal – 2 Stage Implementation Contract Workers Corporate Wide

Chevron Australia K-Rise System’s Customer -Employee Self-Service & Manager SS -5000 Employees initially 60K Long term - Vetting EASYProcess for global use

WestJet Airlines of Canada K-Rise System’s Customer WestJet Airlines of Canada -Employee Self-Service -9000 Employees (Owners!) -First Rollout Live in 1st month -Second Rollout Live in 2nd month -3rd now live 98% approval through SharePoint polls

Employee Self-Service Feature List Time Entry Daily Time Entry Weekly Time Entry Leave Request and History Approvals and Workflow Leave Request Type Leave History Reporting ERP Update Pay Stub History and Detail Real-Time Reporting Custom Search Fields Single or Multiple Pay Stub History My Profile Birth Date Hire Date Salary Information Employee Tax ID Leave History Vacation Balance Employee Tax Forms Tax Form Review and Interaction Managers Manager’s Workbench Leave Request Review Salary History Employee Position and Authority Address Book Updates and Revisions Manage Time Entries Time Entry Approval Custom Search Fields Time Entry Across Teams Employee Details Employee Move Employee Condition Add/Delete Position Employee Termination Manager Details Record Access Contact Change Employee Tax Forms Tax Forms via Image Servers Tax Form Distribution and Download, PDF Imports

EASYCommerce Feature List B2B/B2C Order Placement Item Lookup Category Code (UDC) Drop-Down Menu Specification Sheet Selection Reorder and Lists Shopping Cart Configuration Catalogs Versatile Catalogs Customized Catalogs Product Images Customer Self-Service Order Status Shipment Inquiry and Notification Order Entry Standalone Portal CSR/Sales Rep. Interface Accounting/Finance Secure, Online Credit and Check Payments Payment Online Check Payment PayPal Credit Card Payment EASYPayment (Standalone Portal) Marketing/Messaging Cross-Sell and Upsell Fire Sale Product Updates Warranty/Guarantee Information Promotions Look and Feel Branding Perfect Placement Web Account Sub-Accounts and Permissions Enhancing Your Enterprise Software Mobile Properly Proportioned Portals Email Super-Functionality

Vendor Self-Service Feature List Orders Notification Emails Acknowledgement Inquiry Line Split Revision Purchase Order Prints and PDFs Approval Cancelled Lines Acknowledgement Invoicing Invoicing Based on Purchase Orders (2-Way Matching) Invoicing Based on Receipt (3-Way Matching) Invoice Entry Vouchers (Non-Purchase Orders) Payment Inquiry Custom Search Fields Real-Time Reporting Workflow Approval Hierarchy Delegation Invoice History Accounts Payable Invoice Matching Interface User-Level Security Document and Batch Numbers Inquiries Order Inquiry Payment Inquiry Vendor Onboarding Standalone Portal Automated Updates Multi-Divisional Companies Price/Account Update Supplier Contact and Item Update Supplier Information Update Item Description Revision Pricing Adjustments

EASYBuyer Feature List Requisitions Creation, Updates, and Revisions Outside Your ERP Purchase Orders Full Enforcement of Business Rules Inquiries and Reports Reporting Inquiries Examples Receipts Vouchers Account Codes Vendors Approval and Hierarchies Approval Rules Email Notifications Shipping User Maintenance Delegation User Preference Order Details Line Item Edits Item and Quantity Save Item Lookup and Repurchase GL-Account Information Review On Behalf and Watcher Requisition Creation Substitution History 24/7 Requisition Review Vendor Onboarding Standalone Portal Automated Updates Multi-Divisional Companies Price Bidding Informed Decision Making Quote Requests Quote Request Fulfillment Vendor Availability Email Super-Functionality