Frank Coker, MBA, CMC CEO

CoreConnex, Inc.

www.coreconnex.com

frank@coreconnex.com

425-454-5006

Corelytics Strategic Partners

Primary Markets: IT Services, Telecomm and AV Industry

Financial Dashboard

Industry Benchmarks

Better Intelligence, Better Business, Faster

Updates Monthly from Accounting System

QuickBooks (automated)

MYOB (Australia, New Zealand - automated)

Other Accounting Systems (file import)

Group Analytics

What is Corelytics?

The AV Business Dilemma

We’re too busy to know

if we’re underperforming

in our business!

If only I had an easy way to set and

track goals and see a forecasted future.

Then, I could fine-tune my business

Visualize business finances

Meaningful business planning

Set & track goals

Monitor the bottom line

Drill into detail – profitability by line of business

Compare to top performers

Compare to same business model

Forecast performance

Communicate internal priorities

Fills Businesses Needs

Monthly Management Process: 30 Minute Action Plan

AV – 7 Lines of Business (LOBs)

1. Integration

2. Service

3. Consulting

4. Product Sales

5. Staging

6. Rental

7. Other

8. IT Service

9. IT Product Sales

Today

Future ??

Why LOB Profitability Analysis?

Combined

T&M LOB Product LOB

Service LOB

You can’t fix it if you can’t see it

InfoComm Pricing

price reduced 20%

Infocomm.corelytics.com

InfoComm Benchmarking Road Map

Intelligent

Business

Platform

Operating Profits

Client Profitability

Budgeting/Forecasting Metrics/Best Practices

Cash management

Company Valuation

Business Dx/Rx

Financial Modeling

Incentive Comp

Piloting Predictive

Analytics and

Advisory Offering

Frank Coker, CEO

Frank Coker has specialized in management consulting, business development and information systems technologies for more than 30 years. Frank is a Certified Management Consultant (CMC).

Prior to CoreConnex, he launched 5 start-ups as a founder and has coached hundreds of startups and small businesses. One of his larger start-ups was Health Systems Technologies which he grew it to over 100 employees, and obtained $22 million in venture capital. The assets of that company are now part WebMD. His prior work experience includes five years with Price Waterhouse as a Senior Manager in consulting, and five years with IBM in sales and marketing and 20+ years as president of the consulting firm Information Systems Management, Inc. Frank has been president and CEO, chairman of the board, COO, CFO, and served in a variety of other leadership positions in various companies.

Frank launched CoreConnex, Inc. in 2005 with co-founder Tony Lael with the goal of creating a company that provides business insight to companies and targeted vertical markets.

Frank holds a B.S. in Computer Science from Weber State University and a M.S. in Business Administration from Frostburg State University. He teaches at the University of Washington in the Masters in Information Systems Management program in the Information School and also serves on their Board of Advisors.

Tony Lael, Executive VP

Tony has specialized in operations management, management consulting, small business

management, IT operations and software development since 1996. Tony co-founded

CoreConnex, Inc. in 2005 with Frank Coker with a vision of helping IT solution

providers create and build successful businesses. As EVP of CoreConnex, he has

played a lead role in product development, product launches, customer support

services, market analysis, partnership development and ongoing strategic planning.

Tony drives the social marketing efforts of CoreConnex and provides business

advisory services to customers of the Corelytics Financial Dashboard. He also manages

relationships with CoreConnex Channel Partners who offer Corelytics to their

customers.

Tony holds a B.A. with an emphasis in Information Systems Management from

Washington State University and a B.S. in Operations Management from Central

Washington University.

Kris Fuehr, Director of Marketing

Kris’s primary expertise is technology marketing and community development. Over

the course of 13 years at Microsoft, Kris worked her way through many roles within

the Microsoft Channel Partner Program including program development, recruitment,

communications and partner relationships in her position as Senior Manager. Kris

possesses a passion for channels and SMB. Recently, Kris worked as a consultant to

small business solution providers and ISVs, developing strategic business and marketing

strategies and plans. More recently cloud-related business transformations have

become a special area of focus. Kris played a lead role as a consultant to Microsoft in

developing and managing marketing campaigns, social media, partner advisory board

development and recently developed a partner program and launch for T-Mobile

involving strategic partnerships and advisory boards. Kris also serves as Executive

Director for International Association of Microsoft Channel Partners (IAMCP).

Kris earned an M.B.A. with an emphasis in Marketing and Entrepreneurship from the

University of Washington and a B.A. in Communications from the University of

Washington.

Leonard Jessup, Ph.D., Advisory Board

Dr. Leonard (Len) M. Jessup is a tenured, Full Professor in the College of Business at

Washington State University, and he is currently serving as Chair of the Department of

Entrepreneurship and Information Systems. In this role he leads an outstanding team

that has recently been ranked in the top 25 in the nation in Entrepreneurship and in

the top 25 in the nation in Information Systems. Dr. Jessup has served in numerous

leadership, teaching and business development roles at WSU since 2000. Prior to

coming to WSU, he served for five years as a tenured faculty member within the Kelley

School of Business at Indiana University.

Dr. Jessup has taught a variety of courses within the areas of entrepreneurship,

management, and information systems, and has published, presented, consulted, and

advised on electronic commerce, computer-supported collaborative work, technology-

supported teaching and learning, emerging information technologies, entrepreneurship,

leadership, commercialization of innovation, technology transfer, and related topics. He

has earned numerous awards for teaching excellence and innovation.