Introducing Sage Knowledge Sync for Sage Abra HRMS

Introducing: Sage Knowledge. Sync for Sage Abra HRMS March 4, 2010 1

Topics • Introductions • Introducing Sage Knowledge. Sync for Sage Abra • “The cost of not knowing” • Knowledge. Sync demo • Endorsed Partner program details – Pricing, margins, ordering – Product delivery and support – Marketing and training opportunities • Sales, Marketing and Support Resources – Partner training opportunities – Marketing campaigns, etc.

Today’s Speakers • Tom Tillman Director Strategic Relations Sage Employer Solutions Business Unit • Don Farber Vice President Sales and Marketing Vineyardsoft

Sage Knowledge. Sync for Sage Abra HRMS Overview 4

What is Sage Knowledge. Sync? • It is the leading “Alerts & Workflow” solution on the market, with 10 years experience and over 6, 000 clients. • Sage is offering it to give clients an “enterprise-class” Business Activity Monitoring solution to complement the existing Abra Alerts solution. • Sage Knowledge. Sync is referred to as “SKS” and is the recipient of numerous awards, including Forbes’ “Top Productivity Enhancing Tool” (2009).

The Solution -- BAM Sage Abra Sage CRM Sage MAS Other Data Sage Knowledge. Sync e. Mails Reports Monitors data bases When an event occurs, automatically triggers: Forms Dashboard Alerts “Push vs Pull” 6 Actions

Key Features and Benefits • Monitoring. SKS includes BI-level data mining, including trend analysis, cross-application analysis, and incoming mail monitoring. • Alerting. SKS can trigger alerts via email (all types), fax, pager, cell phone, screen pop, FTP, and dynamic dashboard. • Reporting. SKS can trigger, generate, and deliver Forms, Documents, and Crystal Reports. This can be done on a “triggered” basis or on a recurring schedule. • Workflow. SKS can write data back into the Sage Abra database, or move data from Abra into other applications (or vice versa). • Graphic, Wizard-Driven Interface. SKS does not require programming or SQL expertise; events are configured quickly & easily.

SKS vs. Abra Alerts Capabilities Monitor DB Changes Detect File & Folder Changes Date/Time Monitoring Query Databases Email Notifications Includes Pre-Defined Alerts Create Custom Alerts Include Data in Alerts Include Attachments in Alerts Send Automated Responses Wizard Driven Pager, Fax, Cell Phone, & Dashboard Alerts SQL Database Cross-Application Monitoring Workflow – Data Updates Incoming Email Monitoring Supports All Email Systems Multi-Step Job Streams Embedded Crystal Reports HTML, PDF, Excel, Word Formats On-line Audit Trail Alert Failover Primary & Secondary Alert Addresses FTP Forms, Documents & Reports Abra Alerts Knowledge. Sync

Sage Knowledge. Sync & “The Cost of Not Knowing” 9

Excessive Overtime Scenario: • A company’s monthly overtime rarely exceeds 50 hours. • Halfway thru the month, they have 40 hours of OT, but … … they don’t know it because they run their reports at month-end • Over the remainder of the month, they add 35 more hours of OT • At month-end they recognize the issue and discover meeting payroll this month won’t be quite so easy. . . Cost of not knowing? • Best case: Paying for 50% more OT than usual • Worst case: Layoffs or budget slashes. . . 10

Excessive Overtime To prevent, you would want to: • Alert the HR manager about the accruing OT • Notify the finance dept & put a hold on employee OT • Send managers OT reports of their employees • Flag employee records for those with abnormally high OT • Set up the OT report to auto-run whenever the OT accrues at a rate that will likely exceed 50 hours per month The Solution: Sage Knowledge. Sync Alerts & Workflow 11

Sage Knowledge. Sync Product Demo (by Don Farber) 12

Marketing & Keys to Selling Sage Knowledge. Sync 13

Describing Sage Knowledge. Sync 1) 2) 3) 4) 5) “Alerts and Workflow” “Alerts on Steroids” “Business Activity Monitoring” “A Smoke Detector for your Business” “Operational Business Intelligence” You choose. But it really all boils down to just 3 things: -- Watching & responding -- Automating tasks previously done manually -- Not Saying “If only we had known. . . “ 14

“It’s a Reminder system, right? ” Most clients have a very narrow understanding of what an alert is: “Of course I know what an alert is. . . It’s a reminder. ” Some clients have a slighter wider definition: “An alert tells me when something bad has happened. ” Part of your goal in a Knowledge. Sync presentation is to expand the client’s understanding of what an alert is. . . or can be. For example. . . 15

“Gee – I never thought of that. . . ” Reminders (tasks, certifications, reviews) Thresholds (too much OT, too many absences) Exceptions (unapproved vacation req, % pay raise) Looking Ahead / Behind (this week’s training, last week’s overtime) Things Not Happening (drug test not taken, certif not renewed) Data Integrity (Invalid phone #, missing benefit code) Trends (OT increased by 20%) Data Changes (Pay rate or benefits changed) Inconsistencies (new hire; gets 4 weeks vacation) 16

Never Lose “Time Sensitivity” “What happens when. . . ? “ “How long does it take you to realize. . . ? “ “How soon do you need to know. . . ? “ “How quickly are you able to. . . ? “ “How much time passes between. . . ? “ “What happens if someone doesn’t realize. . . ? “ 17

Let The App Describe Itself “How quickly do you find out. . . ? ” “Have you ever had. . . ? ” “What happens when. . . ? ” 18

Memorize Common Business Pains “Have you ever been annoyed by things like. . . ” . . . Managers who forget about employee reviews . . . Employees who neglect to renew their certifications . . . Prospective hires that are awaiting review . . . Not knowing about employees’ upcoming absences . . . New on-demand checks you weren’t expecting . . . Excessive overtime by staff . . . Employees allowed to take vacation time they don’t have . . . Unexpected changes to an employees’ benefits . . . Not knowing that an employee failed a drug test . . . People who miss training classes they’ve signed-up for 19

Use “Pain” Statements “What does it cost your organization when. . . ” . . . Your staff logs excessive overtime . . . A manager forgets an employee’s review . . . You lose a good prospective hire due to no follow-up . . . There are errors in an employee’s health care options . . . A training course is cancelled due to low attendance . . . An employee takes an unexpected leave of absence . . . You have to retroactively compensate for a pay raise . . . A foreign employee lets their Visa expire . . . You send paychecks to an employee’s old address . . . The appropriate departments are not told about a new hire 20

Sage Knowledge. Sync Pricing, Licensing, & Ordering 21

Pricing – U. S. and Canada License Support Professional Edition FREE $399 Enterprise Edition One Connection Alerts Sends alerts about any conditions via any device; $1, 799 $399 Add Reports Module Add Actions $499 $99 $199 Enterprise Edition Full One Connection Bundle $3, 295 $650 Monitor an Additional Application $1, 799 $399 Monitor Unlimited Applications (4+ connections) Includes all functionality plus monitoring the O/S & Incoming Mail $8, 695 $1, 700 * Number of users does not affect pricing

Margins and Margin Tier Credit • License Margin = standard margin, maximum 30% • Support Margin = standard margin, maximum 18% • All SKS license sales will count toward your Sage margin tier attainment

Configuring the SKS Order • Abra customer will only have to buy is a one connection license • SKS “Enterprise One Connection” covers all of Sage Abra. • However, the order must indicate the number of physical Abra databases • On the order, you will supply this information: – – Abra Suite or Abra SQL? If Abra SQL, Is SQL Payroll included? If SQL Payroll yes, the how many Payroll companies? Is Abra ESS and/or Abra BE included? • If Abra Time. Sheet will also be monitored, a ‘ 1 Connection upgrade’ will need to be added to the order

SKS Ordering and Fulfillment Begins on March 12 th • SKS included on Abra Price list • Order through Abra – St. Pete • Include (if you have it) the name of the server on which SKS will be installed • Orders communicated to vendor (Vineyardsoft) daily • Customer receives SKS license code & download and installation instructions within 24 hours • SKS Event. Paks (preconfigured events & dashboards) included for Abra Suite (v 7), Abra SQL (v 10)

SKS vs. Abra Alerts • We will continue to sell and support Abra Alerts • SKS does not replace Abra Alerts; it is an additional offering for clients interested in enterprise-class business activity monitoring. • If current Abra Alerts customer wants SKS, they will need to purchase it • Which solution to sell? It’s your choice, based on client needs.

SKS Sessions at Insights 2010 Day Time Title Tuesday – May 18 4: 30 pm – 5: 30 pm SKS Alerts -- From Novice To Expert! (Part 1) -- Bring Your Laptop Wednesday – May 19 8: 00 am - 9: 00 am SKS Alerts – From Novice to Expert! (Part 2) -- Bring Your Laptop Wednesday – May 19 1: 30 pm - 3: 00 pm SKS Alerts Workflow -- Advanced Event Design -- Bring Your Laptop Wednesday – May 19 3: 15 pm - 4: 15 pm SKS Alerts and Workflow -- Dashboard Alerts -- Bring Your Laptop

What’s Next? Marketing and Partner Activities Date Activity Late-May 2010 Abra customer base email campaign June 2010 Technical training August 2010 Technical training September 2010 End-of-Year promotion Exact dates and details TBD 28

Sales, Marketing & Support Resources for Sage Knowledge. Sync 29

Marketing Websites • www. sageabra. com • www. sageknowledgesync. com

Technical Support • For Customers – – Contact Abra Support Team Support will troubleshoot issue If SKS, they will ‘warm transfer’ the call to vendor Ticket tracking and knowledgebase maintained by Abra Support Team • For Partners – Contact either Abra Support Team or Vineyardsoft – SKS on-line knowledgebase plus on-line support ticket submission – Goto. Assist provided by Vineyardsoft as needed

Abra Partner Resources Ø Free NFR License(s) of Knowledge. Sync (can be installed on as many machines within your organization as you like) Ø Unlimited tech support from Vineyardsoft Ø Documentation (Reference Guide, Pre-installation Guide, Implementation Guide, Upgrade Guide) Ø www. sageknowledgesync. com Ø Professional & Enterprise Edition downloads; sales literature; pre-configured event listings for all Sage applications Ø Product overviews & demo videos

Services Available to Abra Partners Technical Training (Free): Ø Computer-based training courses (2) Ø 3 Hour “fundamentals” web-based training classes (weekly) Ø Tech Rep Certification (1 hour; self-guided) Demo Services (Free): Ø Web demo services from Vineyardsoft (Goto. Meeting) Ø Webinar / User Group services Professional Services (Fee-based): Ø KSPSG (Knowledge. Sync Partner Services Group) Ø Can represent themselves as your organization Ø Margin back to your organization on consulting work

Vineyardsoft Contacts Vineyardsoft Phone Number: 800 -850 -8055 Pre-Sales and Marketing Support: Ø Don Farber, farber@vineyardsoft. com, x 113 Ø Tricia Cate, cate@vineyardsoft. com, x 123 Ø Craig Vivier, vivier@vineyardsoft. com, x 133 Technical Support: Ø On-line Knowledgebase (http: //www. vineyardsoft. com/support_knowledgebase. php) Ø Web Ticket Entry (http: //www. vineyardsoft. com/support_email. php) Ø Telephone Access – extension ‘ 2’ for Support Ø Partner Services (KSPSG), Richard Burrell, rfburrell@kspsg. com, x 130

Sage Abra Contacts Sales Contacts: (800) 424 -9392 Ø Keith Kopp, keith. kopp@sage. com, x 3733 Ø Sherrie Barner, sherrie. barner@sage. com, x 3744 Ø Angela Nigro, angela. nigro@sage. com, 905 -814 -0503 x 55809 Ø Chris Goheen, chris. goheen@sage. com, (214) 387 -0609 Technical Support: Ø 1 -800 -829 -0170

Questions