Seth Lippincot

Call.

Why nobody succeeded ? ⇒ Very difficult. Nobody does it end to end. Company the closest:

Global networks : GT Nexus and Amber Road. GT Nexus coming with a new product next year.

Amber road : just execution. just do trade management.

Difficult to get all expertise under one roof.

One thing getting in the way is to adopt the thinking. they are used to think in silos and not overarching E2E solutions.

Philosophy is cool : Llamasoft network design, model entire E2E supply chain.

If your KPI, managing inventory ⇒ start thinking about how it impacts planning and transportation management.

One network is more on execution but going on planning.

ROI ? ⇒ a lot of them do not think about it. very difficult to get them in that state of mind.

Some organizations struggle with YOY continuation of a project.

They focus too much on cost reduction and not on the return on investment. Big struggle to know the performance year after year and not only in the beginning.

Technologies out there are able to integrate the data needed. It's not a technology problem.

Replenishment is small is narrow comparing to global supply chain problems.

Who is focusing on that? "OneNetwork" has Autonomous agents that analyze data and identify concerns.

What are servicing? Their customers are down market and not Tier-1.

When adopting a technology u need to continuously justifying it to executives or whatever.

Onenetwork weakness? They are leader in terms of SC tour systems, and with partners downstream and upstreams. They are able to have feedblackloop between execution, the cloud base and the user interface.

Comments:

• Many startups are trying to do this kind of things

• Deliver value not a technology

• There is a lot of rooms to do in that space: planning. You can be the data connector. Big room in a specific room. Especially if you can connect to their BIG planning systems. They will keep using you.

• If you are able to get superior value, better than the others why not use them.

• If it is easily deployed, valuable it will work.

• Go-to-market: Good questions! CPG, like for kinaxis (semi conductor, mircoship: long time frame). Healthcare is a really interesting one if you build that expertise. I would try not to limit yourself by the industry. If you are agnostic is better, then saying you can a good strategic partner for ur customers. Better than saying you are good in one domain.