Aspen
Annual Report 2000

Plain-text annual report

AspenTech e-business solutions deliver significant economic value to the process industries. As the only e-business provider to the process industries that offers fully integrated solutions, we enable our customers to leverage the Internet to integrate and optimize their supply chain, engineering and manufacturing value chains. We give them the ability to engage in real time collaborative commerce with suppliers, trading partners and their customers. With our technology and domain expertise, we can deliver value like no other solutions provider — to reduce operating costs, lower inventories, and increase asset utilization and throughput — enabling our customers to succeed in today’s digital networked economy. > In fact, we believe our integrated e-business solutions can deliver billions of dollars in annual economic value to the process industries. That's the kind of proven value that is driving the success of our customers — and the future of our company. That's process to the power of e. > 1 Financial Highlights Fiscal 2000 represented a financial turnaround for AspenTech, led by growth in our integrated solutions and highlighted by new opportunities in e-business. The company achieved several important financial milestones including: This year we made a commitment to ourselves, our customers and our shareholders that we would lead the process industries into the networked economy. We are succeeding. > This success is evidenced by the company’s significant accomplishments in fiscal 2000. Operationally, we achieved > Reporting record total revenues of $268 million, up from $227 million in fiscal 1999 a rapid and dramatic turnaround from the challenges we faced in fiscal 1999. Our financial results E - B U S I N E S S L E A D E R S H I P F O R T H E P R O C E S S I N D U S T R I E S To our SHAREHOLDERS: > Growing software license revenues by 37% to $133 million, driven by integrated plant and supply chain solutions which more than doubled during the year > Returning to profitability and reporting net income of $5.4 million, or $0.18 per diluted share 50 45 40 35 30 25 20 15 10 5 0 9 9 ' g u A 9 9 ' p e S 9 9 ' t c O 9 9 ' v o N 9 9 ' c e D 0 0 ' n a J 0 0 ' b e F 0 0 ' r a M 0 0 ' r p A 0 0 ' y a M 0 0 ' n u J 0 0 ' l u J 0 0 ' g u A AZPN Stock Price 8/99 to 8/00 in fiscal 2000 reflect this resurgence in customer invest- ment and give us confidence that our strategy is sound and that we are well positioned for additional growth. This momentum is evidence of robust market demand, the competitiveness of our solutions and the capabilities of our sales team. The management team is very proud that we were able to return AspenTech to profitability in Chairman of the Board and Chief Executive Officer Lawrence B. Evans such a short period of time. > At the start of the year, we clearly articulated our key strategic priorities: • Focus on core markets in the process industries, where our domain expertise is unparalleled; • Emphasize integrated solutions, including our plant and supply chain offerings, where the growth opportunities are the most compelling; • Expand our industry partnerships, particularly with providers of implementation services and differentiated technology; • Strengthen and diversify our vertical market solutions where process expertise can create dramatic economic value; and • Leverage the Internet across a variety of new and existing business models. > I am pleased with our execution in these endeavors, how quickly we acted to implement these goals, and with the early, demonstrable success we have achieved. Our accomplishments have generated excitement among our customers and partners, enthusiasm among our employees, and support of our plans and progress by investors. > Signs of our early success are apparent on many levels. 3 Focus on our core markets paid off handsomely, as these sectors returned to more vigorous invest- ment patterns. Evidence of this strong customer demand was reflected in our 37% license revenue growth for the year, as process manufacturers more aggressively deployed software solutions to optimize their enterprises. This license growth was also complemented by a strong ramp-up in the backlog of our services business, which topped more than $115 million at the end of fiscal 2000. > Our strong emphasis on integrated solutions was also a big success, with revenues attributable to Plantelligence™, our integrated, plant-wide solution, and supply chain optimization offerings more than doubling over fiscal 1999 levels. Key Plantelligence wins included BP Oil, BP Chemicals, Union Carbide, Sunoco, Formosa Petrochemicals, Rohm and Haas, Air Liquide and Lyondell-Equistar. > Key supply chain wins included Bayer, BP Chemicals, Baxter Healthcare, Borden Chemical, Chevron-Phillips Chemicals, Marathon Ashland Petroleum, Nova Chemicals, Hercules Chemicals and Johns Manville. The ARC Advisory Group recently estimated that AspenTech’s supply chain market share in the chemical and petroleum industries was 46%, evidence of our strong competitive position and clear technical superiority for process industry applications. Our plant and supply chain offerings each accounted for approximately 30% of our license revenue in fiscal 2000, with the balance coming from individual, best-in-class point solutions. > To enhance our marketplace visibility and implementation capabilities, we established significant new marketing, sales, and services partnerships with IBM, PricewaterhouseCoopers and Origin. Each of these relationships has already been solidified through the influence of high-profile license transactions. Early in the year, we formed a relationship with Extricity Software to integrate its B2B collaboration application with our extended supply chain solution for process industry customers. On the vertical market front, we strengthened our position in the petroleum sector, acquiring Petrolsoft Corporation to create the first end-to-end, truly comprehensive supply chain solution, from the wellhead to the gas pump. We also expanded our batch manufacturing capabilities for pharmaceutical manufacturers by acquiring M2R Inc., and we formed an alliance with Union Carbide to jointly provide enterprise optimization solutions to leading polymers producers worldwide. > More than 2,300 leaders from the process industries attended AspenWorld 2000, our industry-wide conference held every three years. At the conference, we demonstrated our fully integrated Plantelligence and supply chain solutions to cus- tomers from each of our vertical markets and we unveiled our new company (continued on page 7) $300 to $400 billion. That’s the annual value to be captured * in the process industries. The process industries represent a $6 trillion global economy – one of the largest segments of the worldwide economy. Producing petroleum, oil, gas, chemicals, petrochemicals, and polymers, the process industries are the foundation of goods and services required for daily living. From the gasoline that powers our cars, the medicines that keep us healthy, the materials that make up the clothes we wear and the foods we eat, consumers depend on the process industries every day. Within these markets there is a tremendous amount of value – $300 billion to $400 billion annually – to be gained by optimizing the enterprise. With AspenTech e-business solutions, these asset intensive companies can produce higher quality products at less cost and compete more successfully in the new digital networked economy. The process industries have only begun to capture their share of this economic value. As a result, there is tremendous opportunity for AspenTech to grow as the trusted market leader, and the one provider that is uniquely positioned to help our customers capture a significant portion of this value. 4 5 * ARC Advisory Group The first end-to-end supply chain solution for petroleum. With the recent acquisition of PetrolSoft to complement our software, AspenTech now offers the first supply chain solution for managing processes between the refinery rack and the gas pump. AspenTech can optimize the entire supply chain, end-to-end, from crude acquisition bution. • Our domain through refining to distri- expertise and technology led to an integrated serv- ices agreement with BP to manage their fuel distri- bution outlets in the U.S. — expanding our existing relationship with them and bringing the total number of BP retail sites using AspenTech's supply chain solution to 7,900. • The total solu- tion creates the world's largest integrated supply chain management system for petroleum. Our solutions are touching on both the manu- facturing and retailing business processes of BP's supply chain opera- tions. From the manufacturing perspective, AspenTech solutions are being used to integrate the production facilities with the global sup- ply chain. From the retailing perspective, our solutions are integrating the BP/Amoco/ARCO operations to help BP deliver greater success in the networked economy. logo and the tagline "process. to the power of e." This rebranding reflects AspenTech’s focus on being the trusted e-business provider for process manufacturers. Some of our recent e-business initiatives include launching a collaborative digital marketplace for the petroleum industry, PetroVantage™; forming e-Catalysts, Inc., a new on-line B2B exchange for the catalysts industry, building an industry portal for process industry professionals, ProcessCity.com; and forming an alliance with e-Chemicals. We are squarely positioned as the e-business leader for the process industries. Our solutions and capabilities in e-business have been extremely well received, as process manufacturers are just beginning to consider how these trends will affect their businesses and how they can embrace these B2B technologies to gain a competitive advantage. > Leaders in the process industries are increasingly aware that the Internet has the potential to revolutionize the way they operate. As e-business spreads globally, our customers are now seeking opportunities to create new sources of value — solutions that enable them to make faster, more profitable decisions with both their customers and their suppliers. Those firms that can better integrate planning, scheduling and production systems can optimize their manufacturing plants and supply chains, improving asset utilization and manufacturing throughputs. This integration will enable them to reduce inventories and lower operating costs. Additionally, the ability to respond quickly across the critical supply chain, manufacturing and engineering dimensions can increase customer satisfaction and improve marketplace agility. > In order to remain competitive, industry leaders are accelerating their adoption of e-business infrastructure solutions, and other companies are beginning to follow. As process manufacturers create e-business strategies and determine which technologies to deploy, AspenTech has never been better positioned to meet the needs of these customers. We have the credibility as the right company to lead the process industries into the new digital economy, and our vision has resonated with our customers, partners and analysts. We also uniquely possess two important requisites for successfully deploying B2B solutions in our industries: e-business savvy and unparalleled process industry expertise. No one else offers both, and neither is sufficient alone. > We have built an outstanding team of extraordinarily dedicated people, an unsurpassed suite of products, and the infrastructure necessary to support our growth. In that regard, I am pleased to welcome to our Board of Directors two new members, Stephen Brown, Chairman of John Hancock Financial Services, and Stephen Jennings, Director of Monitor Group. Each of these individuals 6 7 AspenTech is uniquely positioned to deliver tremendous value. Unlocking tremendous value for the process industries requires both deep domain expertise and a full range of integrated solutions. AspenTech is the only software solutions provider that offers both. With more than 20 years of process industry experience, AspenTech is unique in its understanding of the complex business challenges and opportunities these industries face. We offer an industry brain trust of over 1,000 professionals, averaging 15 years of process industry experience. The software and e-business solutions we develop leverage our deep domain expertise, providing unparalleled value and competitive advantage to our process industry customers. Unlike other providers that offer only part of the solution, AspenTech is the only company that delivers comprehensive, fully integrated solutions that support the industry’s need to integrate supply chain, engineering and manufacturing across extended global enterprises and intelligent digital marketplaces. Only through this integration are process manufacturers able to maximize their performance and gain competitive leadership in today’s Internet economy. brings considerable management talent, and their experience will be instrumental in guiding the future direction of AspenTech. > As we look ahead, we are extremely enthusiastic about the prospects we see to transform our industry and grow our business significantly as process manufacturers are compelled to deploy new technologies in order to gear up for e-business. We believe demand for our solutions will continue to be robust because the return on investment for our offerings is so compelling. We have outlined three major operational objectives for the coming fiscal year that we believe will position us for continued growth. • Continue to lead the market for plant-wide solutions, as customers recognize the role our integrated Plantelligence solutions will play in providing the solid plant level infrastructure on which to build their e-business initiatives • Extend our leadership in supply chain for the process industries by building on our unparalleled domain expertise and our unique ability to meet the complex requirements of this industry • Capture e-business leadership in the process industries by providing technology for the major process industry e-marketplaces and enabling customers to implement collaborative solutions with their customers and other trading partners. > Our entire company is focused on these goals. We will succeed by focusing on creating customer value, Left to right, back to front: Stephen J. Doyle, Senior Vice President, Internet Business Group; David L. McQuillin, Executive Vice achieving operational excellence, capturing customer President, Worldwide Sales, Marketing & Partnerships; Lisa W. Zappala, Senior Vice President and Chief Financial Officer; and investor mind share and making AspenTech a David A. Mushin, Executive Vice President, Operations; Joseph F. Boston, President; Mary A. Palermo, Executive Vice President, magnet for outstanding talent. We thank our customers, Global Products & Solutions; Lawrence B. Evans, Chairman of the Board and CEO. partners, employees, and shareholders for the loyalty and confidence you have shown this past year, and we look forward to additional success in the year ahead. > Throughout the following pages of this annual report, I will answer several questions as a way to share with you the reasons we believe AspenTech is poised to capture a significant portion of this exciting market opportunity. Sincerely, Lawrence B. Evans Chairman of the Board and Chief Executive Officer 8 9 Building e-supply chain and B2B global solutions. Seeking best-in-class supply chain optimization solutions for Borden Chemical’s Performance Resins and Forest Products business units, Vice President of Supply Chain, Edward Huller, posed a challenge to competing providers: • solve scenarios including forecasting demand based on two years of distribution, produc- for a five-plant schedule over 600 shipment history • optimize tion and inventories business unit • products in 21 work centers • integrate the solution with Borden’s ERP system all within a two week pilot period. • Selecting AspenTech What is the AspenTech INVESTMENT OPPORTUNITY? AspenTech is strategically positioned for growth and represents an attractive opportunity for investors for several reasons. First, we are addressing a large, rapidly growing market opportunity. The current target market for our solutions is approximately $11 billion annually and is only 10% penetrated today. Second, we have a dominant market position in our industry and provide solu- tions that deliver bottom-line economic benefits for process manufacturers. Our solutions offer cus- tomers a tremendous return on investment, with typical payback in less than one year. > Third, we have the leading industry franchise, serving 46 of the top 50 chemical companies, 23 of the top 25 petroleum companies and 18 of the top 20 pharmaceutical companies. We have customer relation- ships with all the key players in the process industries, and this installed base represents an important area of growth for AspenTech as existing customers expand their use of our technology. Fourth, e-business is accelerating the adoption of our solutions as process manufacturers build up their internal infrastructures to take advantage of new opportunities presented by the Internet. Finally, our financial fundamentals are solid: a strong balance sheet, a long track record of finan- cial performance, and the ability to significantly improve our operating margins as we grow our software license revenue. What e-business solutions DOES ASPENTECH PROVIDE FOR CUSTOMERS? AspenTech’s integrated e-business solutions enable companies in the process industries to address based on the superior performance of its solution during the analysis, three key components of their B2B strategy. Huller said, "We were impressed with Aspen Technology’s ability to address the critical business issues facing Borden Chemical and then pilot viable alternatives to our business environment in only two weeks." • Borden Chemical operates 50 manufacturing sites in 1 1 countries. The Company will deploy Aspen eSupply Chain Suite™, including Aspen Strategic Analyzer ™ and Aspen B2B Foundation™, glob- ally throughout its Performance Resins and Forest Products business units — which produce products such as fiber optic cabling, insulation, and adhesives for laminated veneers and structural timber. • Our integrated plant and supply chain solutions provide the critical B2B infrastructure that companies need to conduct e-business. These solutions equip process manufacturers with the essential, real-time information they need to make more profitable decisions and to respond with agility to new business opportunities. • Our netmarket solutions integrate with our "back-office" applications to allow customers to con- nect seamlessly to e-marketplaces and conduct business effectively online. These solutions help customers to transact collaborative commerce with their business partners, purchase materials used directly in their manufacturing operations, build and upgrade plants more cost effectively, and increase customer satisfaction. • Finally, we provide solutions that enable real-time business process integration over the Internet between a process manufacturer and its suppliers, trading partners and other strategic partners. By providing integration and optimization that extends beyond the enterprise, companies are able to significantly increase efficiency and productivity. > All of these solutions combine to make AspenTech the only provider of fully integrated e-business solutions to the process industries. 10 11 How do AspenTech SOLUTIONS BENEFIT CUSTOMERS? Many of our customers are commodity manufacturers, which means the open market typically sets the prices for both raw materials and finished goods. In this business environment there is tremen- dous pressure on operating margins. AspenTech’s solutions significantly improve operating margins by leveraging the Internet to integrate and optimize the three most strategic value chains in these enterprises – supply chain, manufacturing and engineering. • In supply chain, AspenTech’s solutions reduce inventory and transportation costs, accelerate order cycle times and improve agility and customer satisfaction. These benefits are captured by providing real-time transparency and business process integration across the end-to-end supply chain and enabling customers to move from a "supply push or make to stock" business model to a "demand pull or make to order" model. • In manufacturing, AspenTech drives value by increasing throughput, lowering raw material and energy costs, improving production capabilities, while providing the critical infrastructure to implement e-business. Industry leaders validate our vision and value AspenTech’s unique vision of integrated, e-business solutions for the process industries comes from our years of experience in the field, working side-by-side • In engineering, AspenTech’s solutions optimize the return on plant assets, allowing new plants and with process industry customers. processes to be put on line faster, at lower capital cost and reduced life-cycle operating costs, while enabling collaboration and knowledge sharing among companies and their partners through Internet-enabled workflow. What gives AspenTech ITS COMPETITIVE EDGE? Our competitive advantage can be traced to the 20 years of experience we have in solving complex problems in the process industries and to the tremendous breadth of our integrated solutions. Both domain expertise and integration are essential requirements for solving our customers’ complex challenges and capturing all of the value that can be gained by optimizing the entire enterprise. AspenTech is the only vendor that combines deep process industry expertise with an integrated solution that extends from engineering to manufacturing to supply chain optimization. None of our Now, leading companies are validating our vision by leveraging our expertise and e-business solutions – realizing even greater benefits than they originally expected. New customers are coming on board, and AspenTech is winning major supply chain licenses in today’s highly competitive environment. The reason is simple: we’re the one provider that understands and addresses the unique challenges that our customers face. "AspenTech comes to the table with a full suite of applications to design, operate, and manage process plants. None of its competitors has its depth of knowledge in the process industries." Leif Eriksen, AMR Research Report on Manufacturing Strategies. "No other supplier offers a solution as comprehensive for process manufacturers to integrate the supply chain, engineering and manufacturing value chains — all of which are required to fully optimize operations, enable e-business and gain maximum value." Dick Hill, ARC Advisory Group President. competitors can match the breadth of our integrated solutions or the domain expertise embedded "We believe AspenTech is taking positive steps toward the goal of creating the holy grail of process in the design of our software. > The source of this expertise is AspenTech’s people. At the heart of our company are over 1,000 process industry professionals, averaging 15 years of industry experi- ence. Using their knowledge, we have developed tailored solutions that meet the unique needs of our customers: solutions that can deliver dramatic value and a tremendous return on investment. manufacturing automation: a soup-to-nuts solution that minimizes cost and maximizes efficiency for process manufacturers. AspenTech is currently leading this transformation and is establishing itself as a leader in powering-commerce for the process industries." Banc of America Securities, September 2000. 12 13 Chemicals and Petrochemicals > Air Liquide > Akzo Nobel > BASF > Celanese > Dow > DuPont > Elf Atochem > Equistar > GE > Mitsubishi > Mitsui > Monsanto > NOVA Chemicals > Rhone Poulenc > Sasol > Sinopec > Sumitomo Chemicals > Union Carbide > Westlake > Petroleum > AGIP > BP > Chevron > Citgo > Conoco > Equilon > ExxonMobil > Marathon Oil > OMV Aktiengesellschaft > PEMEX > PDVSA > Phillips > Shell > Statoil > Sunoco > Tosco > Valero > Life Sciences and Specialty Chemicals > AstraZeneca > Aventis > Bayer > Cabot > Eli Lilly > Genentech > Glaxo Wellcome > Imperial Chemical Industries > Merck > Novartis > Parke-Davis > Pharmacia & Upjohn > Roche > Rohm and Haas > SmithKline Beecham > Consumer Packaged Goods > 3M > Cargill > General Mills > Goodyear > Nestlé > Philip Morris > Procter & Gamble > Unilever > Engineering and Construction > Bechtel > Fluor > FosterWheeler > Linde > Lurgi > Raytheon > Technip > UOP > Forest Products > Consolidated Papers > Fort James > Rayonier > Weyerhaeuser > Metals > ALCOA > LTV Corporation > Sollac > Wabash > Power > BNFL > EDF > Electrabel Integrated solution for a top specialty chemicals compa- ny. Known for its specialty chemicals in paints and coatings, electronics and construction materials, Rohm and Haas, one of the world’s leading process companies, will deploy elements of AspenTech’s Plantelligence™ Solution across portions of its acrylic value chain‚ from monomer to polymer pro- duction. • Identifying the AspenTech Plantelligence solution as “a valuable part of our productivity efforts to enhance oper- ational excellence through improved manufacturing efficiency,” Steve Rauscher, Vice President, Rohm and Haas, said the integration pro- vided by AspenTech “will support business process change which will position us to drive top line revenue growth as well as productivity improvement.” • Bringing together business and plant systems for Rohm and Haas, a $6.7 billion company with facilities in 25 coun- tries, the solution ensures consistent, accurate and efficient trans- fer of real-time information from the plant throughout the enter- prise, enabling more intelligent decisions about plant production and facilities use. Why is Process Industry EXPERTISE SO IMPORTANT? The process industry differs dramatically from other industries, such as wholesale and discrete manufacturing industries. Process manufacturers employ very intricate processes involving many variables, each of which must be accounted for and controlled in order to maximize business results. For example, a petroleum refiner may process 500,000 barrels of crude daily from around the globe at four separate refineries producing dozens of products, each meeting a stringent set of quality and regulatory specifications. In order to optimize this process, a software provider must understand the intricacies of both the industry and the manufacturing process. AspenTech is the only supplier that combines domain expertise with a proven solution. > The important distinction between process and discrete manufacturing is particularly relevant in deploying effective supply chain solutions. The demands of the process industries require that the supply chain is closely linked to the manufacturing plant. Without a fundamental understanding of the manufacturing process or the industry, other supply chain vendors cannot provide solutions that deliver the functionality that process manufacturers need to be successful. How is the Internet AFFECTING THE PROCESS INDUSTRIES? The Internet is a powerful, enabling technology that is allowing customers in the process industries to reduce costs, improve customer responsiveness and accelerate new revenue opportunities. With the advent of e-business in the process industries, traditional business models are changing and this transformation is providing dramatic results. For example, process companies are beginning to conduct more business that is opportunity-driven and customer-focused in order to augment the business they are already transacting through long-term contracts. > Additionally, the Internet is creating opportunities to drive significant costs out of the end-to-end supply chain. With unprece- dented supply chain visibility, companies are able to knock down the walls that have existed traditionally between various business partners. This new-found agility allows process manufacturers to have ongoing dialogues with their customers and react quickly to changing market conditions. Finally, the Internet is opening up new business models and revenue opportunities for the process industries to grow their businesses. By offering value-added services such as vendor managed inventory and real-time order tracking, process manufacturers are able to attract new customers and stand out in an intensely competitive environment. > These factors are driving the industry to reshape itself, and AspenTech is uniquely positioned to provide the solutions that enable process manufacturers to leverage e-business opportunities and improve their efficiency, profitability and competitive position. 14 15 What will drive ASPENTECH’S FUTURE GROWTH? The growth of our integrated e-business solutions will continue to drive our business. As our cus- tomers strive to improve their financial performance through the implementation of these solutions, they will continue to look to AspenTech — the only e-business provider that consistently meets the challenges of the process industry. > We will also leverage our partnerships with leading companies such as IBM, PricewaterhouseCoopers and Union Carbide Corporation, to expand the market pene- tration of our e-business solutions. These partnerships will include relationships with additional technology providers, services implementation companies and other vendors to resell our products. > Expanding our presence in other segments of the process industries, where we have many lead- ing customers, will also drive our growth. Some of the vertical industries that represent growth areas for our business include consumer packaged goods, electric utilities, food and beverage, forest prod- ucts and metals. > As our integrated e-business solutions continue to deliver unprecedented value and as AspenTech continues to build momentum, we believe we are in a solid position to grow our business. What is AspenTech’s VISION FOR THE FUTURE? AspenTech’s vision is to continue to provide solutions that deliver dramatic economic value for our customers. We believe the Internet and new digital economy provide a huge opportunity to drive more value for process manufacturers, and we are positioning AspenTech to be the e-business leader for the process industries. > As part of our e-business leadership vision we recently announced leading-edge solutions for digital marketplaces, which enable our customers to network their enter- prises seamlessly to their customers and trading partners. This solution combined with our plant and supply chain solutions will enable customers to conduct e-business intelligently to generate higher levels of profitability. Additionally, we announced the creation of two new digital marketplaces with our partners PetroVantage and e-Catalysts. Both of these e-marketplaces represent exciting opportunities to improve business processes and make enterprises more efficient. > The Internet provides tremendous synergies that will allow companies to revolutionize the way they conduct business. The opportunity for AspenTech has never been greater, and we look forward to sharing news of our progress in the coming year as we make our vision a reality for customers. Finding the right chemistry with Web-based collabora- tive engineering tools. AspenTech’s life-cycle engineering collaboration solution, developed with alliance partner Intergraph, provided just the right mix to save The Dow Chemical Company both time and money. AspenTech’s engi- neering collaboration tools can lead to 10-15% reductions in cost, 5-10% reductions in the overall operation costs of the plant and 20-30% reductions in elapsed proj- ect time. A good example of how AspenTech is lead- ing the process industries in this area is the integrat- ed solution created for Dow. The solution will enable more than 1,320 Dow engineers and technical personnel to improve engineering productivity by more effectively managing and applying engineering knowledge to global work processes. • In the process industries, the engineering life cycle involves collaborative tools and services for the design, engineering, construction and modification involved in designing plants. Collaboration of this magnitude involves the coordi- nation of efforts among finance, engineering and construction, con- tractors, and equipment manufacturers, to name a few of the busi- ness groups involved. Web-based engineeering collaboration tools, based on AspenTech’s e-business solutions, will enable Dow to achieve additional savings in both time and money by streamlining the workflow between these organizations. • With annual sales of 16 $19 billion, Dow serves customers in 16 countries and a wide range 17 The perfect partnership for an integrated e-business solution. Shatterproof plastic bottles, antifreeze, medi- Next-generation digital marketplace for the petro- leum industry. AspenTech’s PetroVantage is the cine, plastic bags, crayons, cosmetics, personal care products — and first collaborative digital so many other products — require chemicals from Union Carbide marketplace for the petroleum industry. With support from IBM, plants. But when the leading chemical company was looking for PetroVantage software to optimize its key business processes, will help the $1.4 trillion worldwide petroleum Union Carbide turned to solutions from industry make faster, more efficient AspenTech. • AspenTech’s Enterprise trading and logistics deci- sions for crude oil, inter- Optimization solution, which combines mediates and refined prod- ucts. AspenTech’s turing software with its Plantelligence™ manufac- eSupply Chain Suite™, • While AspenTech’s solu- at increasing supply chain tions are targeted and operational effi- was the choice for all of Union Carbide’s operations worldwide. The ciency, PetroVantage focuses on creating new efficiencies in the solution links real-time manufacturing operations and processes with petroleum industry between the enterprise and its trading partners. Union Carbide’s Enterprise Resource Planning (ERP) systems. By The company offers a collaborative workflow environment that deploying AspenTech’s Enterprise Optimization software at all of its enables the petroleum industry to integrate an intuitive trading facilities, Union Carbide will be able to link ERP, supply chain and plant platform with state-of-the-art decision support technology — a solu- manufacturing systems to optimize its processes and derive greater tion no other petroleum industry digital marketplace currently offers. value. In addition, through a previously announced AspenTech and • The worldwide petroleum industry currently spends over $150 bil- Union Carbide alliance, the companies will offer a configured solution lion annually on transportation, logistics services, intermediaries and to Union Carbide’s process licensees to help them maximize the value brokers. PetroVantage will dramatically reduce overall supply chain of Carbide’s process technologies through the adoption of manufac- operations costs for participants and create a competitive advan- tage by facilitating coordination and synchronization of the workflow 18 19 Financial Report Management’s Discussion and Analysis of Financial Condition and Results of Operations 21 > Consolidated Statements of Operations 27 > Consolidated Balance Sheets 28 > Consolidated Statements of Cash Flows 29 > Consolidated Statements of Stockholders’ Equity and Comprehensive Income (Loss) 30 > Notes to Consolidated Financial Statements 32 > Report of Independent Public Accountants 50 20

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