Enabling Businesses into Next Orbit

We help transform
businesses
We create exceptional stakeholder
value through IT.
CoServe is founded by Pioneering BaaN Professionals, working on a global-
shoring model between Netherlands and India, with a view to support &
serve the needs of BaaN-Infor customers globally.

We are a new age software services company, providing best-in-class

technology solutions for enterprises across the world.

Our Vision: To be a leading provider of ERP, CRM, Cloud and IoT solutions
that enable businesses worldwide achieve high productivity, quality and
customer centricity, as well as deliver a positive difference to the community.
Service Areas — ERP
Consulting I Implementation I Customization I Support
Infor LN

Strengths
Product Alliances Features

• Implementation partnerships with • Business-process approach, agile methodology and focus on select industries
leading providers of ERP software to mitigate the inherent risks of replacing legacy ERP.
• 120+ person years’ experience • Experts who understand your unique requirements and design solutions to help
• Majority of the experts with you do more with less - improve your people productivity, material and
exceptional experience in Infor LN production planning, financial management, sales and procurement.
(BaaN) • Lean and agile oriented methodologies giving you quick gains, reliable success
• Experience of delivering some of the metrics and risk intelligent path to success.
largest and complex global • Collaborative approach ensuring a cost-effective, business results driven
engagements in ERP upgrades that deliver best possible benefits with minimal disruption to the
• 100% customer retention rate business.
• In-depth functional and technical training, both on-premise and remote
• 24/7, SLA-based functional & technical support
Service Areas — Cloud
ERP I Integration I CRM
Rootstock I Compliance Quest I Project Pulse

Powered by our alliance with We partner with Iono, to bring the Our professionals have exceptional
Rootstock, we provide the breadth and power of cloud integration and expertise in Salesforce across: (a)
depth of solutions that today’s automation for our customers. We implementation & support, (b)
manufacturers and distributors need to leverage Iono’s suite of solutions to integration with external systems, (c)
efficiently operate and grow their help enterprises transform their business analytics solutions, and (d)
businesses. current legacy IT environment to a end-to-end security bundled with ERP.
hybrid cloud computing environment in Our objective: help your organization
a defined and phased manner. become and succeed as a customer-
centric company.
 The #1 ERP system for companies that
manufacture, distribute, service and/or
repair goods on the Salesforce Platform.
We serve emerging growth,
midsized and enterprise companies
including those replacing legacy
and entry level ERP systems.

Rootstock Software’s mission is to help make manufacturers, distributors and

supply chain organizations stronger, more efficient, more resilient to economic
changes and position them for sustainable and profitable growth.
© 2020 Rootstock Software
 Rootstock at a Glance
Company Technology/Platform Differentiators

• Privately held, World HQ in San Ramon, CA • 100% native Salesforce Platform application • Flexible
• Regional offices in Atlanta GA, Canada, Sweden, • #1 Platform as a Service • Adept at handling diverse business models and
Japan, India • #1 CRM product/service line combinations
• Well funded (Salesforce, Cross Atlantic Et al.) • #1 Eco system: with 5,000 AppExchange solutions • Operationally agile throughout
and well managed by industry veterans • Modern
• A platform that makes a business difference
• 100% Revenue Growth/YOY • Built around your customer
• Upgradeable/Multi-tenant environment
• Customer churn less than 5% • Emphasis on business innovation not IT
• Clicks/Not code for rapid innovation
• 100% focused on manufacturing, distribution • Digitally Connected
and supply chain applications for companies • One tool set and systems administration facility
across ERP and CRM • Mobile and Social everywhere – work as a team
that make, distribute and/or service products.
• One data model across ERP and CRM • Connect with customers, suppliers and distributors
• 120 FTE employees and consultants
• Straight through processing from CRM to through Communities
• 150+ Clients Operations to Finance • 360° View of your customers & entire business
• 80% Customers located in North America, 15% in • A digital foundation to build on
Europe and 5% in Asia • Designed to provide:
• Trusted by 150k companies, 83% of Fort. 500 • Business flexibility, speed and agility
• Support provided directly by Rootstock
• Industrial strength security, trust and compliance • Ability to personalize products & out-service the
• Direct and/or partner implementation assistance standards competition
available
• Rootstock ERP has been SOC 1 & SOC 2 assured • Maximum efficiency and business visibility
ComplianceQuest and coServe Solutions
• ComplianceQuest(CQ) offers a complete set of solutions to manage
quality and compliance requirements end-to-end through a flexible and
highly configurable EQMS platform powered by Salesforce that helps
small, medium and large enterprises.
• coServe is a new age software services company, providing best-in-class
technology solutions for enterprises across the world and helping
businesses to transform and create exceptional stakeholder value through
IT.
coServe - Channel Partner of CQ:
As a channel Partner of CQ, coServe:
• enables CQ’s vision of transforming quality and compliance into a
strategic advantage for customers, through experience, expertise and
passion.
• Co-creates an environment of trust by endeavoring to be the market
leader in the “cloud” Enterprise Quality Management Software (EQMS)
solutions space by delivering a 100% cloud based, superior EQMS solution
that is powered by Salesforce cloud technologies
 Service Offerings
Service Lines Manufacturing and Services: Sub Domains
Aerospace Manufacturing Trading Appliances Packaging Services /
Systems
Integration
Business Analysis
& Consulting

Implementation
Services

Custom Development
Services

Upgrades, Migration
Integration, Cloud

Training Services

Application Management
& Support

BaaN 4 BaaN 5 Infor LN Cloud

 Service Catalogue (1 of 2)
Consulting Implementation Services Training Services

• Capability Analysis • Implementation of Infor LN and • Project Documentation

• Value Engineering extended solutions • User Documentation
• Infrastructure Planning • Business Blueprint • Key-user Training
• Project Management • Fit-Gap Analysis • End-user Training (Designed as
• Best Practices • Solution Education per the work flow)
Recommendation • Pilot • Web-based Training to reduce
• Data Migration Total Training Costs
• Live Readiness Review • Training on enhanced
• Post Implementation support functionalities

Full service-line for BaaN, Infor LN & extended solutions

 Service Catalogue (2 of 2)
Application Management and Upgrade, Migrations,
Custom Development Services
Support Integration, Cloud
• SLA based-8X5 incident based, 24X7 Critical • Upgrade from BaaN IV to Infor LN • Microsoft SharePoint
Incident support • Migration from previous to current Infor LN • Microsoft .NET Framework,
• SLA driven Functional and Technical Support Feature Pack. • PHP / Java.
• Job Management • Migration from legacy to Infor LN. • Android/IOS
• User, Authorizations and Device • Integration with third party tools like WMS • Webservices: Integrating PLM systems and
Management • Infor – Ming.le, ION integration services ERP LN
• Solutions/SP/FP Installations • Manage cloud migrations by identifying • Analyse, Design and Develop
• Data Archiving specific micro vertical cloud solution Customizations
• Baan Applications and Database • Customizations Test Support
Administration • Customizations Upgrade
• Backup and DR Management • Customizations Bug Fixes and Enhancement
• Module Support requests
• Financial period closing • Configuration of IRS1099 Reports for United
• On-Site/Off-Site Support States Tax Authorities

Full service-line for BaaN, Infor LN & extended solutions

Our Clients
 Key Metrics

ERP Experience
50+
300+
Successful
Customer Person-Years
Projects
Satisfaction
95%

Our Pride:
Customers who come to us stay with us
 Client Feedback

We are pleased to inform you We are very happy with the The coServe team had a good coServe finance consultants
that today, 4 August 2014, STG support being received now by understanding of our business have the required knowledge
has started to use LN. We thank coServe. The improvements to and the business requirements on Baan IV c4 to support our
regarding logistics and users. Most of the issues were
you very much for the support the service levels have been
manufacturing and were able to resolved as per service level
and efforts from coServe team observable and impactful. We propose improvements to agreements.
in India to make this certainly appreciate the efforts processes. They were very
implementation successful. coServe management have responsive, patient and were
offered. able to extend on-site and off- Alex Mathews
site support. IT Manager, Khalid Ali Alturki,
Hanny Bogar Saudi Arabia
General Manager, PT Bisnis Sean Byrne
Henk-Jan Boer
Sistem Indonesia Director ICT, Concepcion Carrier IS Project Manager, Zodiac
Air Conditioning Company Aerospace
 Coserve on Salesforce Ecosystem
Built on the vast experience of designing and implementing solutions on Salesforce Ecosystem. Coserve solutions is an
authorized channel partner for 3 ISV’s to sell and implement their products. Rootstock for discrete manufacturing and
logistics, ComplianceQuest for Enterprise Quality Compliance Management, Project Pulse for Project Management lifecycle
from opportunity, delivery to Revenue.

All the three products are natively built on Salesforce and integrates well to deliver value.

PROJECT
PULSE
Our Strategic Alliances
Product Alliances Service Alliances
 Our Locations

Corporate Head Quarters

coServe Solutions B.V.
Stationsplein 62,
Partner Development Center 3743 KM Baarn
The Netherlands
Hawsabah
PO Box 241840, Tel : +31 35 303 5630
Al Muruj District, Fax : +31 341 27 44 45
Riyadh 11322, Saudi
Arabia
Solution Delivery Center
Branch coServe Software Solutions Pvt Ltd
Tel: +966 11 488 7771
CoServe Solutions Limited 564/A39, Jubilee Hills
Springpark House (RSM unit) Hyderabad-500033, India
Basing View, Tel : +91 98496 60938
Basingstoke
Hampshire
RG21 4HG
UK
Thank you