The PDI Difference - Convenience Store Software

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The PDI Difference

Contents3About PDI5ERP and Back Office Solutions7Marketing Cloud Solutions9Fuel Pricing Solutions11 Logistics Solutions13 Security Solutions15 Managed Services17 Experience the PDI Difference 2021 Professional Datasolutions, Inc., All rights reserved.

About PDIDecades of IndustryKnowledge & ExperienceFor over 37 years, PDI has helped convenienceretailers and petroleum wholesalers adapt tochanges in the industry by leveraging the latesttechnologies. Simplifying the complexity in yourworld is our main focus. We know trying to connectdisparate technology solutions creates too muchcomplexity, making it expensive to manage, hardto protect your investments, and difficult to unifyWe serve the entire supply chain, have a richyour data and enterprise systems. That's why we'vehistory of solving industry challenges and a provenbrought it all together into a portfolio of global,track record of delivering measurable value.cloud-based solutions and services fit for the needsOur technology and experts help simplify complexof convenience retail and downstream petroleumoperations and reduce friction giving youindustries today and in the future.end-to-end visibility and one version of the truth.At PDI, many have spent their careers working1,500 alongside companies and organizations that have200,000 CustomersTrust PDIshaped the convenience retail and petroleumwholesale industries. Others, have grown up in4.5 Billionfamily-run c-stores. From the back-office to fuelLoyaltyTransactionsPer Yearlogistics, and embracing the next wave of consumerdemands and digital commerce, our solutions andservices will give you a competitive edge. Our deep50 Sites ServedGloballyCountries withImplementations1.4 Million50 BillionLoyalty MobileApp UsersGallonsTransactedPer Yeardomain knowledge is backed by our industry-specificsoftware and our people-first approach.MarketingCloudFuelPricingSecurityERP3 2021 Professional Datasolutions, Inc., All rights reserved.Logistics

PDI is leading the way and closingthe gaps in the digital dividecreated by ever increasing andevolving customer demands.Global Reach – Local PresenceAmericas:Atlanta, GA – Global HQDallas, TXPDI has hub and regional locations throughout theSugar Land, TXU.S., EMEA, and APAC. Each hub location serves asTemple, TXa center for business operations and engineering,Lexington, KYas well as service and support. Our regional officesNashville, TNhelp us serve customers worldwide with a localHunt Valley, MDpresence. We’re dedicated to helping customers(Security Operations Center)in more than 50 countries and providing solutionsand services to over 200,000 sites.Europe, Middle East, Africa:Bratislava, Slovak RepublicPlatform InnovationKosice, Slovak RepublicFrankfurt, GermanyLondon, EnglandPDI is leading the way and closing the gaps inthe digital divide created by ever increasingand evolving customer demands. We are solvingAsia Pacific:industry challenges with a converged digital,Bangkok, Thailandcloud-optimized, secure and scalable platform.Chennai, IndiaThe PDI Platform is leveraged by various PDI solutionsHyderabad, Indiaincluding ERP, Loyalty, Fuel Pricing and Logistics.Sydney, AustraliaTogether, they create a unified suite of solutions withdeep API integration to create a broader industryecosystem. This enables us to deliver unparalleledinsights and simplify complex operations whileunifying systems and data for our customers.4 2021 Professional Datasolutions, Inc., All rights reserved.

ERP and BackOffice SolutionsFrom foodservice and pricebook to workforceand inventory management, we have youcovered. Our software platform spans the breadthof your operation, regardless of size and scale, toequip you with the tools to drive positive outcomesfor every part of your business.Industry-specific softwareWe’re a part of this industry. And when we designBuilt on a foundation of customer-driven bestour solutions, we put decades of industry expertisepractices and a robust financial core, our ERPand customer collaboration to use. In fact, back inand back office software is proven to meet the2003, we came together with retailers and suppliersspecialized needs of convenience retailers andto create industry-wide standards and implementpetroleum marketers around the world.one of the first NAXML POS-to-back-office interfaces.Now, that’s experience you can count on with PDI.Our software’s centralized database ensuresdata consistency and accuracy across yourorganization, providing end-to-end visibility fromthe site level to the corporate office. Whetheryou need real-time alerts or detailed reporting,we provide the right data at the right time tohelp you address issues and react quickly tochanges in your business as they happen.Free up your employees tospend more time in the storewith customers, and less timein the back office.5 2021 Professional Datasolutions, Inc., All rights reserved.

Secure and scalable softwareMergers and acquisitions are increasinglycommon realities. As your operation scales andgrows, you can be confident that our softwarewill accommodate your changing businessrequirements. Our ERP software can scale to meetthe needs of operators of any size. PDI customersrange from independent operators to multi-nationalcorporations with thousands of sites.Automated and reliabledata managementOur software takes you from manual data entryConnecting you to a broadtechnology ecosystemto automated data management, to help reduceIn addition to connecting to our expansive solutionsAccess and upload important data in our systemportfolio, our ERP and back office solutions connectby taking advantage of the powerful import andwith a thriving ecosystem of technology suppliers.export capabilities. Or, take a break from miningThis delivers a seamlessly integrated software solutionthrough mountains of data looking for errors, bythat you deserve at every part of your business.leveraging our automated exception management.errors, increase efficiency and free your time, soyou can focus on strategic tasks and decisions.These rules alert you to critical issues that requireToday we work with a broad base of suppliersyour attention, so you spend less time reviewingaround the world. Our partners range from POSand more time taking action. From user-definedvendors to data capture device providers, andimport profiles to automated reconciliation, ourwe have a decades-long history of working withsolutions increase your speed and accuracy byindustry-leading technology companies to deliverdriving electronic processes and connectingfit-for-purpose solutions our customers need.every part of your organization.6 2021 Professional Datasolutions, Inc., All rights reserved.

Marketing Cloud2SolutionsMarketing Cloud Solutions reduces complexityby integrating the many parts of your technologyecosystem to enable new possibilities for shapingcustomer behavior. Our solution has beenpowering leading loyalty programs for decadesand is constantly enhanced to meet the evolvingA robust marketing anddigital commerce platformneeds of convenience retailers around the world.Now, we’ve combined loyalty and paymentstogether in a single solution to create theYou can gain a competitive advantage,differentiated experience you need to setattract and retain more loyal customers and driveyour brand apart in a crowded marketplace.profitable consumer behavior with PDI MarketingCloud Solutions. Our feature-rich, scalable platformcombined with the industry knowledge and100Millionfirst-hand experience of our practitioners, deliversthe unified, all-in-one solution you need forloyalty success.185Grocers &ConvenienceRetailersWe know loyalty because we “do loyalty”and support over 4.5 billion customertransactions every year.35,000 SitesTop 3Grocers in theU.S. & 8 of theTop 20Our platform, built forconvenience retail, helpscompanies of all sizes succeedat any point in their loyalty journey.7 2021 Professional Datasolutions, Inc., All rights reserved.Annual LoyaltyTransactions6 MillionPaymentTransactionsProcessedPer month

Helping you navigate thejourney to loyalty successRelevant offersand promotionsLoyalty is a journey, so you can consider us yourThe retail industry is competitive, crowded andtrusted guide. Marketing Cloud Solutions wasdemands the most responsive customer marketingdesigned with you in mind, and whether you’retools to succeed. Marketing Cloud Solutionsjust starting, or you’ve had a loyalty program forempowers marketers to deploy targeted offersyears, we can help you reach your goals.through the PDI Offer Network, by engaginghard-to-reach customers at the right time, withthe right incentives, to yield the highest returns.As a retailer, you’re increasingly challenged toconnect, analyze and manage customer dataacross your operation. Gaining insights intoOffer Network is the channel for CPGs to tap intocustomer behavior and optimizing marketingthe vast network of independent and small chainand loyalty programs is difficult. But we can help.convenience stores as well as major oil brands. InMarketing Cloud Solutions connects data acrossaddition, our expertise enables retailers to get thesystems to bring consumers targeted CRMmost out of vendor relationships through Elevatecampaigns, vendor-funded offers, and tools toServices, which sources the vendor offer and buildsdeliver personalized offers and messages.promotional materials.Better insights, better resultsWe partner with top, global CPG brands andWhether you’re a retailer or you’re in the Consumerinteraction with targeted messages throughenable businesses to increase brand-to-consumerin-store, email and digital marketing channels.Packaged Goods (CPG) or Fast Moving ConsumerWe have the technology and expertise to makeGoods (FMCG) markets, the path to attractingmanaging offers and promotions easy andand retaining customers starts with a data-drivencost-effective.approach. Easy access to the right data at the righttime is critical to driving profitable consumerbehavior, but that requires the right tools to deliverinsights that empower confident decision making.As part of Marketing Cloud Solutions, PDI InsightsCloud has already processed and given businessesjust like yours access to over 100 billion in receiptdata. But data by itself isn’t enough. Our softwaredecodes shopper behavior by delivering detailed,basket-level insights based on T-LOG data thatincludes time of day, day of week, customer,shipment, space, SKU, PLU and tender information.As a result, retailers are more empowered thanever to work closely with product brands to ensurethe most timely and relevant offers reachcustomers and build loyalty.8 2021 Professional Datasolutions, Inc., All rights reserved.

Fuel PricingSolutionsAdditionally, Fuel Pricing Solutions is fully equippedwith machine learning capabilities, which enablesintelligent pricing models to evolve with the uniqueneeds of your business over time. You’ll be able torapidly respond to changing market conditions,attract more customers and boost your bottom line.Intelligent tools tocompete and winOur fuel pricing software helps operators createcompetitive and profitable pricing strategies.Whether you’re pricing for B2B or retail environments,using real-time data, competitor pricing, historicaldata, market trends and predictive analyticsenable you to find the right price at any givenmoment. You’ll make better business decisionsand capitalize on in-the-moment opportunitiesthat help you reach your volumeand margin goals.PDI Fuel Pricing is backedby our expert data scientistswho have decades of experiencein the fuel industry.9 2021 Professional Datasolutions, Inc., All rights reserved.

Time-saving automationPDI’s solution automates your fuel pricing processesto help you manage and make accurate decisionswith confidence. You’ll eliminate manual methodstraditionally used to gather competitor fuel pricingdata and instead develop pricing strategies basedon data trends and statistical analyses. All availableat the touch of a button.Deep industry expertiseThis industry is complex, and no two markets arePDI has proven success and deep industry expertiseentirely alike. That’s why you can customize our fuelhelping companies around the world keep pacepricing solution to meet the unique requirementswith fuel market dynamics. Our fuel pricing softwareof the markets you serve and the pricing methodswas built specifically for the convenience retail andyou prefer. The software does the work for you. Itpetroleum wholesale industries, and we intimatelystreamlines the entire process by consuming andunderstand your needs as well as the challengesanalyzing complex pricing information to compileyou face every day. Our commitment to ourall your data in one place. Then, based on thecustomers has produced countless success stories,data, it recommends the best price, saving youand we are uniquely positioned to help you thrive.time and decreasing manual-entry errors.Our software captures data and analytics to helpyou make informed pricing decisions now and forthe future.Prices for a variety of fuels includingdiesel, gasoline, heating oil, kerosene,and liquefied petroleum gas.10 2021 Professional Datasolutions, Inc., All rights reserved.

Logistics SolutionsOur history of delivering innovative solutions thatoptimize the fuel supply chain uniquely positionsus to provide the software needed to run yourbusiness. In fact, we built one of the first logisticsYour enterprise cloud platformfor fuel logisticssystems in the cloud. Today, PDI Logistics Cloudserves customers across six continents, helpingthem increase visibility and gain more controlPDI Logistics Cloud combines best-of-breedfrom the rack to the pump.planning, dispatch, carrier management, in-truckmobility, compliance and insights into onepowerful, cloud-based platform to help petroleummarketers and haulers maximize productivity andprofits without increasing overhead.Our logistics solution meets the diverse needs of oilcompanies, haulers and carriers around the world.No matter your logistics needs, we can help withglobal solutions for retail and commercial fueltransport, fleet and mobile fueling, residentialheating oil and commercial propane/LPG.9,000 trucksaround theglobe use ourlogistics solutionsto deliver:97 Billion gallons annually(367 Billion liters annually)17 Million loads annually11 2021 Professional Datasolutions, Inc., All rights reserved.

Robust Integration: ERP systems Metering Systems Truck ElectronicsEnabling a connected fuelmanagement ecosystem Terminal Automation Systems (TAS) Automatic Tank Gauging (ATG)Logistics Cloud automates processes, increasesInnovating the fuelsupply chainvisibility and helps customers be more agile. Ourend-to-end logistics solution integrates with ERPsystems to connect back-office data and improvevisibility across the supply chain. We leverageDigital transformation is changing the wayhistoric and real-time data to accurately predictbusinesses operate, and the fuel logistics industry isdemand and craft dynamic logistics plans thatno different. With Logistics Cloud, we’re innovatingare adaptable to changing market conditions.the way customers manage and move fuel acrossthe world in several ways:Our modern platform brings unparalleled Leveraging the cloud to enhance visibility andtransparency, allowing you to track and managehelp customers scaleorders and deliveries in real-time, while keepingeveryone in the know. Dispatchers can monitor Implementing mobile solutions that make drivers’fuel volumes, view hourly and daily sales to pick uplives easier and safertrends, and gain actionable insights to easily Automating processes through AI technologiesforecast demand and determine optimal sourcinglike machine learningand delivery times. Co-innovating with customers to solve problemsWhether you’re operating a private fleet, areand explore the art of the possiblefully outsourcing your operations or have a hybridmodel, Logistics Cloud brings full visibility into theGet the tools you need to make smarter decisionssupply chain and tools to automate and providewith predictability and visibility to deliver the rightreal-time insights.amount of fuel at the right time.12 2021 Professional Datasolutions, Inc., All rights reserved.

Security SolutionsSo how can you get the protection you need at aprice you can afford? At PDI, we help multi-siteoperators, convenience store retailers, and small tomedium-sized businesses connect, secure, monitor,Simplify and secure yourIT environmentand scale their highly distributed environments.Our managed services empower you to:When you’re trying to accelerate your digital Simplify your IT operations by offloading yourtransformation, you can’t afford to let securitymanagement burdenthreats slow you down. But with the rapid growthof connected devices and cloud-based apps, Unify control with cloud-based monitoring andsecuring your highly distributed enterprise canmanagement—including remote locationsfeel increasingly complex. Scale efficiently with the agile technology youneed to grow your businessThat task is even harder when your organizationlacks the in-house IT resources and expertise tokeep up with your business growth. If you’re notactively preventing, detecting, and respondingto security threats 24/7/365, your business isn’tMonitoradequately protected.SecureConnectFully managedsecurity services tooffload your burden.13 2021 Professional Datasolutions, Inc., All rights reserved.Scale

Simplified, connected,and securedPDI Managed Security Services combine innovativetechnologies with the proven expertise you need toprotect against advanced cyberthreats, all whilereducing IT complexity and costs: CyberaONE Platform:Delivers fully managed network servicesthrough an SD-WAN to securely connectyour business to the cloud. CyberaONE Network Security Appliance:Consolidates networking services to shrinkdevice footprint at remote sites. MDR and XDR Services:We protect your critical assets by:Combines endpoint protection tools with Monitoring for threatsround-the-clock monitoring to safeguard Initiating targeted responsesyour business against advanced threats. Proactively monitoring and managingIn addition, you get proactive 24/7/365 monitoringyour environment 24/7/365and management from the PDI Security OperationsCenter (SOC). Our team of experts is trained tokeep your business running no matter whatchallenges arise—freeing you up to focus onyour core business.14 2021 Professional Datasolutions, Inc., All rights reserved.

ManagedServicesExperience you can count onYou’re in good hands at PDI. With more thanthree decades of deep industry expertise,our experienced team is trusted by leadingconvenience retailers and petroleum wholesalersworldwide. And there’s a reason. We understandthe complexities in this industry.Our commitment to industry standards and bestpractices ensure you can focus on your customersand improve productivity within your business.And with office locations around the world aswell as our knowledge of global markets, wehave the infrastructure in place to quicklyrespond to whatever your needs are, nomatter what time it is.Secure on-premiseand cloud hosting tohelp you scale.15 2021 Professional Datasolutions, Inc., All rights reserved.

Count on PDI to scaleand competeReimagining your enterprise means focusing on thethings that drive business growth and finding waysto work smarter, not harder, by reducing complexity,investing in digital transformation and scalingoperations. For small to medium size operators inA true partner committedto your successthe U.S., we’ve designed our Enterprise ManagedServices to package up the software and theservices expertise to help you scale. Let us help youWhen you choose PDI’s Managed Services andget the most from your technology investment.Consulting teams, you gain a partner committedto your success. Our dedicated consultantsWhether you have a small, nimble team that needsaverage over a decade of industry experience.help with pricebook maintenance, or you’re partThis frees your employees up to focus on moreof a large organization that prefers a managedstrategic tasks, while we manage your weeklyhosting environment to ensure data security andand daily needs and ensure a successfulbusiness continuity, you can count on PDI toimplementation of your software.offload day-to-day management so you canfocus on strategic initiatives.We seamlessly integrate our technology solutionswith third-party suppliers as well as perform businessWhatever the need, we’re here for you. No matterreviews that identify process and knowledge gapswhere you are in the world, we partner with youin your organization, to ensure you're runningto lower risks, increase your access to industrymost efficiently.expertise and allow you to focus on the thingsthat matter.Our tenure in this industry uniquely qualifies usto understand and appropriately address thechallenges and problems you face. For us, greatservice means doing the right thing, on time,every time, and as a result, we have thousandsof satisfied customers.16 2021 Professional Datasolutions, Inc., All rights reserved.

Experience thePDI DifferenceOur Commitmentto InnovationPDI has continued to advance the convenienceretail industry. Early on, we built one of the firstWith PDI, you gain people and industry knowledgeback-office solutions specifically designed forwrapped around software to make your life easier.convenience retailers and we were the first toEvery step of the way, we're here to help managelaunch a U.S. coalition loyalty program centered onthe critical parts of your operation with:fuel discounting as consumer currency. Through ourAI and data science capabilities, our customers are Secure on-premise and cloud hostinggaining insights into consumer behavior and pricingto help you scaledecisions in the store and at the pump. Expert implementation, deployment and trainingWe’re exploring all the ways we can co-innovateservices to give you peace of mindwith customers to solve problems of today and Managed Services to keep your operationsharness opportunities for tomorrow. When it comesrunning and free up valuable resourcesto innovation, together really is better. PDI’scommitment to innovation runs deep and has Knowledgeable consultants to help developaccelerated platform development of ourbusiness-specific strategiesleading solutions. Dedicated customer success advocatesThat’s the PDI difference. Find out if PDI is the right Global 24/7 supportfit for you at pdisoftware.com.All the support you need so you can focus on whatmatters most: your customers and employees.Our solutions and experts are here to helpyou along your digital transformation journey.We’re evolving our solutions to helpyou take on today’s challenges andtomorrow’s opportunities.Our people, passion for innovation, anddeep industry knowledge can help youachieve your vision.17 2021 Professional Datasolutions, Inc., All rights reserved.

About PDIProfessional Datasolutions, Inc. (PDI) softwarehelps businesses and brands increase sales, operatemore efficiently and securely, and improve criticaldecision-making. Since 1983, PDI has proudly servedthe convenience retail and petroleum wholesaleindustries. Over 1,500 companies, representing morethan 200,000 locations worldwide, count on PDI’ssolutions and expertise to deliver convenienceand energy to the world.To find out how PDI canstart helping you today: 2021 Professional Datasolutions, Inc., All rights reserved.

PDI is leading the way and closing the gaps in the digital divide created by ever increasing and evolving customer demands. We are solving industry challenges with a converged digital, cloud-optimized, secure and scalable platform. The PDI Platform is leveraged by various PDI solutions including ERP, Loyalty, Fuel Pricing and Logistics.

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