Reinventing Procurement by Putting People First

INTRODUCTIONS

Robert Mendoza Senior Director,

Integration Brookdale Senior Living

Elliot Beaudoin Director of Product

Management Coupa

Don Good Senior Manager

Deloitte

3

DELIVERING REAL RESULTS FOR OUR CUSTOMERS – EVERY. SINGLE. DAY.

70% Approvals via

Mobile and Email

85%+ Spend Under Management

<17hrs Average Req

Approval Cycle Time

4 - 6 Months Average

Time to Value

©2015 Coupa Software, Inc - Confidential

WHO IS BROOKDALE?

►  Our Mission •  Enriching the lives of those we serve

with compassion, respect, excellence and Integrity

►  Our Cornerstones •  More than a job, a PASSION •  Doing the right thing takes COURAGE •  We succeed through PARTNERSHIP

►  Built on a Foundation of TRUST •  We earn trust when we listen,

understand, partner and solve

Brookdale is a senior solutions company. Brookdale is the largest owner-operator of senior housing in the U.S with approximately 1,150 properties and 111,000 units

►  Brookdale generated annualized Q1 2015 pro forma revenue of $5.0 billion from our various service offerings

►  Combined portfolio reaches 330 markets (47 states), covering 81% of the U.S. population – serving approximately 120,000 residents per day


MOST COMPREHENSIVE SENIOR CARE PROVIDER

Assisted Living

Independent Living

Specialized Alzheimer’s

Skilled Nursing

Consumer Choice

Leve

l of C

are

Low

Hig

h

Wants Needs

Sub-acute

Hospitals

Active Adult Housing

Therapy, Home Health and Hospice

Brookdale

Brookdale at Home

Only provider operating at scale across each segment of the senior living continuum with a fully integrated ancillary services platform


PROGRAM HISTORY

►  Initially approved as standalone AP Automation initiative with the goals of: •  Simplification of processes for our community users - consolidating multiple

electronic and paper based processes to a single system, with mobile approvals •  Saving costs within shared services •  Enabling the capture of line-level detail (and subsequent savings from analytics)

►  With the announcement of the acquisition of Emeritus during the project, focus became first enabling the integration

•  Expanded scope to become the procurement platform for the company, including corporate credit cards (P-Cards)

►  End User Focus •  Business case driven by simplification and consolidation of systems and processes •  End users engaged in process design up front and User Acceptance Testing •  Pilot at 6 communities with varying size and complexity


CHALLENGES

►  Brookdale’s size is no longer manually scalable •  With more than 1,100 locations, addressing items “manually” is a large endeavor.

Even 30 seconds per community results in 9 hours of work •  Ongoing challenge as an organization which causes us to find creative solutions with

our software vendors

►  Our breadth & complexity requires flexibility •  Community sizes range from <20 residents to over 1,000 residents

►  HIPAA & SOX Requirements •  Scope and scale challenged setup and infrastructure

►  Complex deployment coupled with an integration


WHAT WE ARE DOING WITH COUPA

►  Users (end-state) •  10,000+ P-Card Users •  5,000+ Invoice and Purchasing Users •  5,000+ Out of Pocket Reimbursement Users

►  Invoices •  More than 120,000 Invoices Per Month •  10,000 Requisitions loaded from Feeder Systems •  EDI, Flat File and cXML invoices

►  Catalogs •  25+ Suppliers with mix between hosted and punch-

out ►  API Automation Enablement

•  Reporting •  Invoice Approvals •  Requisition Approvals


What have we achieved?

►  Community (End User) Impact •  Consolidated processes in a single platform •  Single platform for expense approvals •  Removed paper from communities •  Enabled savings (e.g. Prompt Pay)

►  Enterprise Impacts •  Improved Controls and Spend Visibility •  Single management based approval hierarchy •  Consistent platform for future growth

►  Future •  More suppliers •  Evaluating capital expenditures •  Improved automation •  Enhanced user experience


THANK YOU!

Reinventing Procurement by Putting People First

Technology

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