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Unified Brands – Prophix story

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1 Unified Brands – Prophix story
Operating since: 1907 Head office: Jackson, Mississippi Annual revenue: Approximately $500 million Number of employees: > 1,000 G/L or ERP: Mapex Company website: Company background: Unified Brands, Inc. designs and manufactures foodservice equipment and products for use in casual dining and quick-serve restaurants, chain restaurants, schools and universities, institutions, hospitals, and prisons. The company provides cooking equipment, cook-chill production systems, and custom fabricated systems, as well as foodservice refrigeration, ventilation, and conveyor systems. Its products include steam jacketed kettles, braising pans, steamers, convection combo ovens, cookers/mixers, water filtration systems, pump/fill stations, cook tanks, water jets, tumble chillers, preparation tables, hot food tables, uprights, blast chillers, equipment stands, drop-ins, display cases, mobile serving systems, ventilation systems, conveyors, raceways, and air handling systems. The company offers its products through its representative companies in the United States and internationally. Unified Brands, Inc. was formerly known as Groen, Inc. and changed its name to Unified Brands, Inc. in Unified Brands, Inc. operates as a subsidiary of Dover Corp.

2 Unified Brands – Prophix story
Business problems that led to evaluating CPM, adopting Prophix: Unified Brands has been a Prophix Enterprise Customer since Enterprise was underutilized (only used for “budget consolidation [actually a *weak point* of Prophix Enterprise] before we output it to another system”) and staff left, so Prophix was dying there. Tracy Welsh and Jim Tuff visited them in August of 2012 and pitched the Prophix vision to their new Director of Financial Planning & Analysis. For nearly two years we have built a business case, and we finally secured the upgrade. They had stopped maintenance in early Given the planned uses, it is like a brand new customer with virtually no carry over from Prophix Enterprise. Potential benefits (desired at point of upgrade): Prophix can become basically their overarching solution for their budgeting, planning, and analysis In the Director of FP&A’s view, they would use Prophix for multiple purpoes, including for business modeling relative to mergers and acquisitions (where now they use Excel to analyze trial balances, impacts of various scenarios, etc.)

3 Supporting data: Life cycle Industry (choose all that apply)
☐ New implementation Implementation date: ________________ ☐ Preexisting customer Original implementation date: ________________ ☐ Existing customer, upgrading YES, from Enterprise to Prophix 11, in Q3 2014 Original implementation date: 2007 Industry (choose all that apply) ☐ Agriculture, forestry, and fishing ☐ Professional services ☐ Financial services ☐ Retail ☐ Wholesale and distribution ☐ Telecommunications ☐ Healthcare ☐ Utilities ☐ Education ☐ Architecture, engineering, and construction ☐ Life science ☐ Transportation and logistics ☐ Manufacturing YES ☐ High tech ☐ Media and entertainment ☐ Government ☐ Non-profit

4 Supporting data: Solutions built Capabilities used ☐ Budgeting YES
☐ Automation YES ☐ Forecasting YES ☐ Prophix Mobile ☐ Reporting YES ☐ Data integration YES ☐ Strategic planning ☐ Business modeling YES ☐ Financial consolidation ☐ Microsoft platform integration ☐ Analysis YES ☐ Role-based security YES ☐ Profitability analysis ☐ Collaboration YES ☐ Personnel planning YES ☐ Flexible deployment ☐ Project planning ☐ Ad hoc reporting and visualization YES ☐ Revenue planning ☐ Capital expenditures planning YES ☐ Reporting and analytics (dashboards and scorecards)


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