Supply Chain Shorts for the Week of March 25, 2013




The companies that managed this week to take our minds off of our broken NCAA brackets and the only slightly less broken Red Sox were Epicor, Logility, ProcessWeaver, Quintiq, and Security Engineered Machinery. We also tell you about a few events on our calendar that you might want on your calendar.

Logility

We recently caught up recently with Karin Bursa to get an update on Logility. Clearly (and understandably), Logility likes to talk about inventory optimization, and sales and operations planning.

Logility's international business now accounts for some 21 percent of Logility’s revenues, with the non-Euro countries making up for a dampening of spend in the Euro economies. Logility is seeing particular traction recently in apparel and footwear, and wholesale distributors, for different reasons. While wholesale distributors are always big carriers of inventory, and therefore good prospects for the the kind of value proposition that Logility’s solutions offer, the inventory buildup in the apparel and footwear industry has been a more recent, economically driven development that Logility can address. With Logility approaching year-end (April 30), Logility is somewhat more circumspect looking forward. We do not expect to see any grand strategy changes resulting from Michael Edenfield taking on the day-to-day leadership role. Another acquisition, however, is always a possibility. Logility is an interesting vendor to follow and should be particularly so over the next several months.

ProcessWeaver

TEC did not make it to Microsoft’s CONVERGENCE2013 this year. If we had, however, one vendor that we would definitely have checked out is midmarket multimode, multicarrier shipping platform vendor ProcessWeaver. When we caught up with Brendan Cosgrove a few weeks ago, we came away impressed with the ambition of this privately held company as much as anything. ProcessWeaver has done a creditable job building up a robust shipping platform, with connections to 250 certified carriers. While its sweet spot is companies in the $100 million to $500 million range, ProcessWeaver talks about serving small-to-medium businesses (SMBs) to larger enterprises, and has additional ambitions in the technological and geographical areas. If Brendan’s solid grasp of the business is any indication, then ProcessWeaver is a shipping platform vendor worth checking out, particularly if you are an SAPOracle, or Microsoft technology-based enterprise.

Quintiq

Supply chain planning vendor Quintiq marked its 15-year anniversary this week by announcing the release of Quintiq 5.0. This latest release of Quintiq’s platform delivers enhancements to the user interface, reporting, an interactive key performance indicator (KPI) dashboard, and a redesigned configuration utility. In the same press release, Quintiq says that it expects 2013 revenues to reach $100 million, after experiencing growth of some 43 percent (using internal, unaudited figures) in 2012.

Epicor Insights 2013

Are you attending Epicor Insights 2013, June 13-16? Epicor always puts together a rich and full agenda, and this year appears to be no different. TEC’s Aleksey Osintsev and myself, Bob Eastman, will be in Nashville, and we'd enjoy talking with you.

Security Engineered Machinery

An area of the supply chain that we do not think about too often is the end-of-life supply chain. How many old floppy disks do you still have in your home or business? How many old 3.5 inch diskettes do you have? I have an old Seagate backup drive that I have been trying to figure out what to do with. At an event this week with some high tech folks, we got on the ever-present topic of security. (Every year about this time, I think about all of the people taking their tax returns to their local office supply store, where they will surrender their personal information onto a copier, retrievable by just about anyone until the end of time; but I digress.) So I was interested to hear about a local firm, Security Engineered Machinery, whose mission in life is to crush, shred, or otherwise obliterate just about any piece of technology you want to dispose of. If you have it, they can (apparently) shred it.  When it comes to security, and the information that we entrust to our computers, drives and peripherals, PDAs, cellphones, flash drives, and other optical and magnetic media, there is something comforting about seeing your personal devices ground up into small pieces.  You can, if you like, watch it happen in SEM’s destruction viewing theater. (A little salt, no butter, please.)

On Our Calendar

What events are you attending? Here are some of the events on our calendar:
 
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