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Introducing:Sage KnowledgeSync for Sage Abra HRMS

March 4, 2010

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Topics• Introductions• Introducing Sage KnowledgeSync for Sage Abra

• “The cost of not knowing”

• KnowledgeSync 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.

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Today’s Speakers

• Tom TillmanDirector Strategic Relations

Sage Employer Solutions Business Unit

• Don FarberVice President Sales and Marketing

Vineyardsoft

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Sage KnowledgeSync for Sage Abra HRMS

Overview

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What is Sage KnowledgeSync?

• 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 KnowledgeSync is referred to as “SKS” and is the recipient of numerous awards, including Forbes’ “Top Productivity Enhancing Tool” (2009).

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The Solution -- BAMThe Solution -- BAM

Sage Abra

Sage KnowledgeSync

Other Data

FormsSage MAS

Reports

eMails

Monitors data

bases

When an event occurs, automatically

triggers:

Actions“Push vs Pull”

Dashboard Alerts

Sage CRM

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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.

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SKS vs. Abra AlertsCapabilities Abra Alerts KnowledgeSync

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

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Sage KnowledgeSync &“The Cost of Not Knowing”

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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 . . .

Excessive Overtime

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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 KnowledgeSync Alerts & Workflow

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Sage KnowledgeSyncProduct Demo(by Don Farber)

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Marketing &Keys to Selling Sage KnowledgeSync

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1) “Alerts and Workflow”

2) “Alerts on Steroids”

3) “Business Activity Monitoring”

4) “A Smoke Detector for your Business”

5) “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 . . . “

Describing Sage KnowledgeSync

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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 KnowledgeSync presentation is to expand the client’s understanding of what an alert is . . . or can be. For example . . .

“It’s a Reminder system, right?”

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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)

“Gee – I never thought of that . . . ”

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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 . . . ?“

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“How quickly do you find out . . . ?”

“Have you ever had . . . ?”

“What happens when . . . ?”

Let The App Describe Itself

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“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

Memorize Common Business Pains

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“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

Use “Pain” Statements

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Sage KnowledgeSyncPricing, Licensing, &Ordering

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Pricing – U.S. and Canada

License Support

Professional Edition FREE $399

Enterprise Edition One Connection Alerts $1,799 $399Sends alerts about any conditions via any device;

Add Reports Module $499 $99 Add Actions $999 $199

Enterprise Edition Full One Connection Bundle $3,295 $650

Monitor an Additional Application $1,799 $399

Monitor Unlimited Applications (4+ connections) $8,695 $1,700Includes all functionality plus monitoringthe O/S & Incoming Mail

* Number of users does not affect pricing

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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

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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 TimeSheet will also be monitored, a ‘1 Connection upgrade’ will need to be added to the order

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SKS Ordering and FulfillmentBegins on March 12th

• 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 EventPaks (preconfigured events & dashboards) included for Abra Suite (v7), Abra SQL (v10)

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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.

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SKS Sessions at Insights 2010

Day Time Title

Tuesday – May 18 4:30pm – 5:30pm SKS Alerts -- From Novice To Expert! (Part 1) -- Bring Your Laptop 

Wednesday – May 19  8:00am - 9:00am  SKS Alerts – From Novice to Expert! (Part 2) -- Bring Your Laptop 

Wednesday – May 19  1:30pm - 3:00pm  SKS Alerts Workflow -- Advanced Event Design -- Bring Your Laptop 

Wednesday – May 19  3:15pm - 4:15pm  SKS Alerts and Workflow -- Dashboard Alerts -- Bring Your Laptop 

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What’s Next?

Date Activity

Late-May 2010 Abra customer base email campaign

June 2010 Technical training

August 2010 Technical training

September 2010 End-of-Year promotion

Marketing and Partner Activities

Exact dates and details TBD

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Sales, Marketing & Support Resources for Sage KnowledgeSync

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Marketing Websites

• www.sageabra.com

• www.sageknowledgesync.com

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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– GotoAssist provided by Vineyardsoft as needed

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Free NFR License(s) of KnowledgeSync (can be installed on as many machines

within your organization as you like)

Unlimited tech support from Vineyardsoft

Documentation (Reference Guide, Pre-installation Guide, Implementation Guide, Upgrade Guide)

www.sageknowledgesync.com

Professional & Enterprise Edition downloads; sales literature; pre-configured event listings for all Sage applications

Product overviews & demo videos

Abra Partner Resources

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Technical Training (Free):

Computer-based training courses (2)

3 Hour “fundamentals” web-based training classes (weekly)

Tech Rep Certification (1 hour; self-guided)

Demo Services (Free):

Web demo services from Vineyardsoft (GotoMeeting)

Webinar / User Group services

Professional Services (Fee-based):

KSPSG (KnowledgeSync Partner Services Group)

Can represent themselves as your organization

Margin back to your organization on consulting work

Services Available to Abra Partners

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Vineyardsoft Phone Number: 800-850-8055

Pre-Sales and Marketing Support:

Don Farber, farber@vineyardsoft.com, x113

Tricia Cate, cate@vineyardsoft.com, x123

Craig Vivier, vivier@vineyardsoft.com, x133

Technical Support:

On-line Knowledgebase (http://www.vineyardsoft.com/support_knowledgebase.php)

Web Ticket Entry (http://www.vineyardsoft.com/support_email.php)

Telephone Access – extension ‘2’ for Support

Partner Services (KSPSG), Richard Burrell, rfburrell@kspsg.com, x130

Vineyardsoft Contacts

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Sales Contacts: (800) 424-9392

Keith Kopp, keith.kopp@sage.com, x3733

Sherrie Barner, sherrie.barner@sage.com, x3744

Angela Nigro, angela.nigro@sage.com, 905-814-0503 x55809

Chris Goheen, chris.goheen@sage.com, (214) 387-0609

Technical Support:

1-800-829-0170

Sage Abra Contacts

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Questions