DREAM - S.proteloinc

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IS YOURBUSINESSSOFTWARE“JUST WORKING?”What if it could work for you?UNLOCKING EFFICIENCY AND PRODUCTIVITYIn today’s competitive business landscape, technology plays a vital role. As technologyadvances at an unprecedented pace, it is increasingly difficult for businesses to keep upwith the demands of modern business. New technologies aren’t easily connected to legacyplatforms. Keeping in-house resources can increase overhead and the global nature of modernbusiness produces new requirements.w h o w e areThe expert business technology team at Protelo is fanatical about helping our clients increaseefficiency, productivity and gain competitive advantage. Protelo can play a vital role in helping youevaluate your options, shape a vision, choose a direction and execute to perfection.www.proteloINC.com916-943-4428 3

WHAT’SINSIDEProtelo is pleased to offer a wide array of services to help yourcompany chart a path to the future. Whether you choose toextend, upgrade / integrate what you have; or move to somethingTHE CLOUD ADVANTAGEnew, in part or whole, Protelo is in a unique position to help youassess your options. This guide provides an overview of theservices and products offered by Protelo. Whichever path youchoose, Protelo is eager to work with you.Running your business in the cloud is?now the #1 way growing companieschoose to manage their critical businessfunctions. Are you on a hosted platform?– Christer Johansson, President.Want to know more about cloudtechnology? Read our insights.p.22BENEFITS OF THE CLOUDNetSuite leverages modern technologiesin one fully integrated cloud-based suite.p.56PROTELO SERVICESThe Protelo Senior Consultants canincrease the value of your EnterpriseResource Platform investment withcustomizations, add-ons and improvedfunctionality.PROTELO & TEAMProtelo offers a unique blendof technology, process andapplication expertise to helpyou stay ahead of the curve.p.50p.6NETSUITE CRM:ACCESS CUSTOMERSA N Y WH E R E . A N Y T I M E .NetSuite offers true CustomerRelationship Management, giving you acomplete 360 view of your customerwith the tools to deliver service –from early stage prospect to buildingcustomer loyalty. 4 p.32WANT MORE INFO?CONTACT US TODAYThe expert business technology teamat Protelo is fanatical about helping ourclients increase efficiency, productivityand gain competitive advantage. Contactus at 916-943-4428 or visit our websitewww.proteloinc.com 5

ABOUTPROTELOProviding unparalleled service as a top-tier NetSuite Solutions Provider and Iptor partner,Protelo implements business technology solutions and services that drive efficiency andsolve the challenges modern businesses face. The Protelo team of technology experts haveassisted hundreds of small, midmarket and enterprise companies across diverse industriesand verticals in achieving their business goals.Through tailored business software development, implementation, services andmanagement, we have helped our clients streamline business processes and the flow ofcritical information. From the planning stages to managed services, Protelo is an end-to-endprovider of business software expertise. 6 6-943-4428 7

ABOUT PROTELOABOUT PROTELOPROTELO:LEADING WITHINTEGRITYBelieving that long-term success is the result of integrity, Protelo’sfounder, Christer Johansson has placed honesty and integrity as corevalues of Protelo.Christer Johansson founded Protelo in 2008 after 20 years ofexperience in the software industry. Christer started his careeras a hands-on technical consultant. Over the years, his technicalskills, business acumen, and leadership ability elevated him to anexecutive position within a leading global enterprise-class softwarecompany. Christer leveraged his entrepreneurial spirit to createProtelo, a reputable and growing global company.“At Protelo we believe passionately in providing our clients withhonest technology leadership. We understand our clients expecttransparency and accountability in their relationships with us.Practicing openness and commitment ensures our consultantsmeet those expectations. In short, our clients trust us to saywhat we mean and to mean what we say.”-Christer Johansson, President - Protelo, Inc.STAR AWARD2016 20182011- 2 018 8 9

ABOUT PROTELOABOUT PROTELOPROTELOSERVICESCUSTOM DEVELOPMENT& INTEGRATIONSPROCESS & APPLICATIONOPTIMIZATIONWhether you are seeking to be first-to-market with a new service, responding to a customer demand or trying togain internal efficiency, integration with current or future platforms and software are critical to ensuring end-to-endefficiency. For NetSuite and Iptor, Protelo has developed pre-built integrations to popular business platforms for fastertime-to-market.Through our partnerships with NetSuite and Iptor, Protelo is able to provide expertise across numerous functional areasof business. Implementing better processes across your critical business areas can increase efficiency and productivity.We specialize in the following.Cloud SolutionsStand-alone development NetSuite Avalara Java PHPERP Support &Business Process Optimization NetSuite ASW / IBS Enterprise / IPTOR DC1 Integrator .Net RPGOpen source development& integrations Joomla TikiWikiSalesOperationsFinanceCross FunctionalEcommerceLogisticsAccounts PayableSales Tax Content Management WMS – Warehouse Management EDI Invoices w/Auto PO MatchRegulatory Compliance Payment – Credit Card / ACH TMS – Transportation TMS Cleared Checks AutomationForms Generation PCI Compliance 3PL – Third Party Logistics Electronic Payment / RemittanceDocument Imaging Security Radio Frequency SupplyAccounts ReceivableMobile Computing Sales Tax Rates / Collection Forecasting & Replenishment Credit CardRebates & Chargebacks Shipping Rates Supply Chain Visibility LockboxUser InterfacesSales Reporting Collaboration / EDI Direct DebitBusiness IntelligenceCommissions DRPGeneral LedgerCollaboration / EDIManufacturing Integration To OperationsCRM Planning Financial Reporting Execution Uploads From External Sources Service ManagementEcommercePCI compliance NetSuite Joomla NetStoreMORE VALUE, MORE EXPERIENCE Paymentech CyberSource MagentoCustomer Relationship Management(CRM)At Protelo, we give you direct access to consultants who know how to solve complex problems and provide you withstraightforward terms. On-time deliverables, clear communication and a team that works as an extension of yourbusiness is what you can expect from Protelo. BluePayIntegrations NetSuite 10 916-943-4428 Magento Avalara EDI CCH Riva XTelluswww.proteloINC.comOur team of experienced consultants—an average of 15 years—reduces risk and ensures that your project will alwaysbe completed with Best Practices in mind. Our process ensures faster deployment, empowered users, lower totalcost and less risk.www.proteloINC.com916-943-4428 11

ABOUT PROTELOABOUT PROTELOAPPLICATIONS& TECHNOLOGIESCeligo provides a complete set of solutions for all of your integration needs around NetSuite. Itstarts with the Celigo integrator.io, a modern integration Platform-as-a-Service (iPaaS) that allowsyou to implement any integration with NetSuite. Celigo also provides a comprehensive suite ofSmartConnectors, prebuilt integrations that are ready to be installed. These SmartConnectorsintegrate the most commonly used cloud-based apps and business processes around NetSuite.Premier Product PartnerWhether you are seeking best-of-breed capabilities in CRM, Ecommerce or a full application suitefor your business, the cloud is the future. NetSuite is the #1 Cloud ERP / Financial software suite, asranked by Gartner. Protelo is an authorized NetSuite Solution Provider, offering complete support andservice from your first inquiry to your post-live support.ArenaProtelo Product PartnersIs your CRM connection to Outlook falling short of your expectations? There is a better way connect your CRM directly to Microsoft Exchange and forget the Outlook plug-in! Outlook plug-insare limited in function and difficult to manage. By connecting your CRM to Exchange, you simplifythe management, improve the reliability and enable a connection to ALL Exchange-supporteddevices.Electronic Data Interchange (EDI) services from SPS Commerce help companies to meet therequirements of their trading partners for electronic purchase orders, Advance Ship Notices (ASNs),invoices and more. The SPS solution is your answer to a comprehensive, turnkey, outsourced EDIdepartment and includes technology, reusable EDI maps and staffing resources to ensure reliable andefficient interactions with trading partners. Protelo can help you integrate the SPS solution. From there,SPS will manage all of your EDI requirements so you can focus on managing your business.We are focused on enabling businesses to modernize their accounts payable workflow with ourend-to-end automation solutions. We can help you automate your whole invoice-to-pay process orsimplify payments.Protelo and CyberSource team up to help ensure you are PCI compliant. Protect your customers’ sensitivedata and your business. Not being PCI compliant exposes you and your customers to many risks. Togetherwith CyberSource, Protelo provides a complete solution and works with your team to assist you in the PCIcompliance process by identifying gaps and corrective strategies. CyberSource is the natural choice ofInternet Retailer 500 companies, Fortune 1000 companies, half the Dow Jones Industrial Companies aswell as most airline and travel companies.Does your sales force really need more contact data? InsideView allows your sales and marketingdepartment to build their prospect list all with one-click CRM synchronization. InsideView getsthem inside by providing directly to their desktop or mobile device the most current insider salesintelligence, the most up-to-date contacts, real-time alerts to changes in management, contractawards and business critical events. InsideView warms introductions with the inside track onrelationships between prospects, colleagues, previous employers and existing customers. Saygood-bye to cold calling. RF system and an overly complex WMS with RF-SMART.Sales tax is complicated. AvaTax makes it easy. AvaTax reduces audit risk with cloud-based sales tax servicesthat make it simple to calculate rates, manage exemption certificates, file forms and remit payments. Best ofall, AvaTax provides seamless, transparent integration with 100 existing ERP, accounting, ecommerce andretail POS systems.Protelo works with Xtellus to create the ultimate communication solution for your business.Xtellus 360 is the most powerful integration and monitoring product on the market. It integratesand gathers information and statistics from all parts of your infrastructure finding bottlenecks,generating reports, and foreseeing and diagnosing possible issues.Immediately improve accuracy, productivity, and operational efficiency in the warehouse and on theshop floor with RF-SMART’s automated data collection (ADC) solutions. Because it’s a native NetSuiteapplication, you benefit from the reliability, availability, and performance of NetSuite in a world-class mobiledata collection solution without the hassle of taking on additional technologies. Utilize NetSuite’s advancedbins, bin management, or no bins at all whatever works best for your unique operation. RF-SMARTprovides a growing array of functions to support the movement, management, manufacture, and fulfillmentof inventory – in real time and across your entire business. Fill the gap between a simple RF system and anoverly complex WMS with RF-SMART.Effective Data – Is a leading worldwide electronic data interchange (EDI) provider that develops andmanages technically robust data movement solutions that maximize productivity and profitability.Complete. Parcel and Freight. Today’s growing business is challenged to sell more orders through morechannels. Pacejet complete freight and parcel shipping simplifies deliveries to consumers, retailers, orexports around the world. More Choice. Less Cost. Carrier shipping services are not all alike, expandingyour options can help you compete. Pacejet’s network of parcel, freight, 3PL shipping services can helpyou win new business and reduce costs.Sole CPQ Verenia – Configure, Price, Quote & Guided Selling Tools 100% Native To NetSuite.The Configurator and Guided Selling modules that make up Sole CPQ are the only native ProductConfigurator (CPQ) and Guided Selling platform for NetSuite. 12 www.proteloINC.com916-943-4428Cloud PLM Market Leader Since 2000, Arena has provided innovative companies with a productlifecycle management (PLM) solution that increases speed of prototyping, reduces scrap, andstreamlines supply chain management. We invented cloud-based PLM that enables manufacturersto deliver quality products on time and on budget. Arena provides a collaborative environment forcentralizing, controlling, and analyzing complex and constantly changing product information includingbills of materials (BOMs), part specifications, and change orders while collapsing time to market. Ourcustomers include GoPro and Fitbit.Brings new technology to warehouse logistics. Working with our customers all over the world, wedevelop customized solutions. Uniting technological know-how with our long established experiencein diverse industries is the key for our successful solutions. Technologies to automate conveying/sorting, storing, picking, work stations, handling and software.WEB SOLUTIONS NYCWeb Solutions NYC is a Magento Enterprise Solutions partner and end-to-end eCommerce design,development and services agency. Web Solutions NYC serves mid-market and enterprise businesses across the United States and Canada.www.proteloINC.com916-943-4428 13

ABOUT PROTELOABOUT PROTELOMEET OURKARAH FINAN - Marketing ManagerCHRISTER JOHANSSON - Founder / CEOChrister Johansson founded Protelo in 2008 after nearly 20 years of experience in the software industry.He started his career as a hands-on technical consultant. Over time, his technical skills, business acumen,and leadership ability elevated him to an executive position of a leading global enterprise-class softwarecompany. Under Christer’s leadership, Protelo has been successful at building a team of highly skilled andexperienced technology consultants. Prior to starting Protelo, Christer worked for International BusinessSystems (IBS) where he served in several positions. His areas of expertise encompass extensive technicalknow-how, business application design and development, project and people management, businessconsulting, and more. He also has significant hands-on experience of leading and/or participating inenterprise software implementations. Christer is highly proficient with Java EE, HTML, ILE RPG, NetSuite(ERP, CRM, Advanced Projects, SuiteFlow, SuiteScript, SuiteTalk, Microsoft Exchange Integration), and IBSASW Enterprise.Tom Victor - Chief Operating OfficerAs the Chief Operating Officer, Tom oversees all customers and projects, simultaneously managingProtelo’s team of consultants. He offers valuable expertise that includes more than 25 years of supply chainmanagement experience in senior-level consulting and management roles in software implementations andproject management. Tom’s business process expertise includes: NetSuite ERP and IBS SCM (demand andsupply planning, purchasing, and warehouse management); NetSuite manufacturing and IBS manufacturing/MRP (workload planning/scheduling, operations reporting, receiving, costing, and analysis); NetSuite CRM(sales order management, sales force automation, marketing automation, and email/calendar integration);and BI / analytics. As far as software experience goes, he has in-depth knowledge of various enterpriseclass products including NetSuite, IBS ASW/Enterprise, Sugar CRM, and JBA. Prior to Protelo, Tom workedfor International Business Systems (IBS) and Nugget Distributors (now UniPro). Tom holds an MS inIndustrial Distribution / Technology from the University of Texas at Tyler.AIMEE AGUILAR - CFO / ControllerHaving worked in private, non-profit, and government sectors, Aimee holds a wide array of financial andmanagement experience. With over 20 years under her belt, Aimee has spent the majority of her careerin the software industry and has worked for companies ranging from startups to global corporations.Aimee began her career as a full-charge bookkeeper determined to work her way up the corporateladder. She carefully selected roles that exposed her to work addressing all facets of the accountingprocess which provided the opportunity to expand into human resources. She quickly found herselfworking closely with C-level executives which attributed to her professionalism and natural progressioninto executive management. Before joining Protelo, Aimee worked for International Business Systems(IBS) serving as CFO of the Americas and Asia-Pacific regions. Aimee holds an MBA and Bachelor’sDegree in Accounting. 14 www.proteloINC.com916-943-4428Karah relocated from New York City to join the Protelo team in California and lead marketing efforts,bringing with her more than seven years of experience in the industry. Always on the cusp of newmarketing trends, Karah believes in taking a hands-on role in modern marketing to position Protelo as thetrusted industry leader the company has grown to be. Karah is a passionate, results-driven B2B marketingleader. She is self-described as one-part creative, one-part data driven, and one-part marketing geek.Karah takes pride in developing innovative multi-channel campaigns that drive revenue and reach newprospects. After earning her Bachelor of Science degree in Journalism and Public Relations, Karah beganher career working for partners of NetSuite and IBM. She moved on to a technology agency that servedclients such as HBO, Food Network, and CBS. Most recently, Karah oversaw the marketing operationsfor a top-tier Magento partner in Manhattan.Roger ROLF - Manager of Professional Services & Customer SuccessRoger offers a career of more than 25 years in the IT industry. His expertise has been developed throughhis highly valued experience in project management, software implementations, integrations, customertraining, and pilot workshops in both technical and business-application roles. As Project Manager, Rogerworks faithfully with customers to improve their business processes, increase their efficiency, and keepthem updated with 21st-century solutions. He’s recently worked on NetSuite and cloud-solution integrationwith major providers like CyberSource, Chase Payment Tech for payment cards, and Avalara AvaTaxfor sales tax. He is also extremely well versed in the complexities of data conversion having led manysuccessful data-conversion projects. Roger has wide experience in: Java, iSeries RPG/CL ILE, DB2, SQL,JSP, Servlets, SOAP, EDI, Data Conversion, XML, JSon, Web Services, and Tomcat. Prior to joining Protelo,Roger worked many years at International Business Systems (IBS) in the United States and Europe.Paulo Silva - Country ManagerPaulo offers Protelo over 25 years of knowledge and experience in the IT industry. As manager of his teamin Portugal, he believes strongly in leading by example. Enthusiastic and dedicated to technology applied tobusiness processes, he aims to pass on his passion by working closely alongside his team.Prior to joiningProtelo, Paulo worked for IBS in Portugal and other regions of Europe. He managed different teams ofdevelopers, consultants, and project managers in countries including Portugal, Spain, Italy, and Brazil. Hewas involved in both local and international projects in the areas of distribution, manufacturing, finance,and administration. His experience in software packages includes among others NetSuite, IBS ASW andEnterprise, and Salesforce.com. Paulo speaks five languages and is fluen

Configurator (CPQ) and Guided Selling platform for NetSuite. Electronic Data Interchange (EDI) services from SPS Commerce help companies to meet the requirements of their trading partners for electronic purchase orders, Advance Ship Notices (ASNs), invoices and more. The SPS solution is your answer to a comprehensive, turnkey, outsourced EDI