Mobiso Intro1109

Company Confidential

Mobiso 6.0 Release

Beta Pilots: Oct. 2009Interop Debut: Nov. 17 2009General Availability: Dec. 2009

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Our History in Enterprise Communications

15 years experience building, integrating and deploying SaaS solutions for some of the largest, most demanding enterprises

Proprietary software in messaging, speech, UC, and wireless

Patent-winning software

Spun off technology for Cisco OEM

7x24x365 service organization

Support global requirements

Public and private clouds


CustomersPartners


The Business Challenge

Issues with Growing Wireless Use

For Management• Growing effort and costs of mobility • Device and application diversity• Employees becoming islands• Need for accurate record-keeping

− Expense reports, carrier invoices, IRS/SOX compliance

For Employees• Submitting expense reports• Sorting business and personal usage• Wanting freedom of choice• Maximizing productivity & connectivity while mobile


Support for Employee Liability Grows

‘We expect that the shift toward employee-provided mobile deviceswill continue…The influx of employee-procured mobile devices onto the company network is a growing trend’ Andrew Borg, Sr. Analyst, Mobility and Wireless, Aberdeen Group, April 2009

% of Enterprises Supporting Employee

Liability


MobileAddressbook

Mobile Workers

ITManagement

ProductivityGains Accurate Usage Data

Wireless ManagementCorporate & Personal

Mobile Productivity

Introducing:

Mobiso 6.0 A SaaS delivering on two value propositions:

• Automation to better manage wireless use• Improving the productivity of mobile employees


The Mobility Portal for Expense Management

Always accurate corporate directory Cloud-based, unifying directory Teams and lists Dialing shortcuts Invoicing client calls Updating CRM Controlling location Speech-enabled interface On-demand communications services

• A natural vehicle for tracking people connections

• Harvests ROI through enhanced mobile productivity:

• Promotes cooperation with wireless management policy

• Protection of corporate intelligence and relationships


The Cloud-Based Mobility Portal

Speech Assistant

MobileAddressbook

PersonalContacts

Sync personal addressbook from handheld Select corporate records for sync Update preferred contact number Set up teams Speech-enabled assistant

CRM integration/other Application Integration

Corporate Records Feeds/Web admin Custom entries Team definitions

Unified Addressbook

Real-time, shared, self-correcting addressbook saves time for the mobile


Captures call detail Incoming and outgoing Pop up when call not identified Annotate call detail Automated sync with cloud iPhone over USB tether

Mobiso Mobile Software

Speech Assistant

MobileAddressbook


Beyond Expense Management

Mobiso Mobile Services

Speech Assistant

MobileAddressbook

Toll FreeIntl Toll Free

Voice messaging and call coverage Ad-hoc conferencing SEAA Intelligent speech assistant

Level 3 trunks IP calls (Skype, WLAN)

SEAA callsCurrent Service Options


Speech Assistant

MobileAddressbook

Minimal effort by employee Device-based capture, non-obtrusive Integrated speech attendant (SEAA) Customizable call detail

Mobile Worker IT

Management

Mobiso.com

Call Detail Rules

Mark Personal Contacts

Call & UsageDetail

Expense Management

Incoming Calls

Incoming Calls

SEAA calls

Review Calls


The Financials

Cost Savings in Wireless Management

• Eliminate Expense Reports

• Only pay for ACTUAL expenses(30-40% average savings)

• Gain tax benefits

• Reduce real risk:

IRS concerns

Loss of prospect/client control

Compliance with HIPPA/SOX/GLBA


None

CorporateLiability

ReimbursementEmployees pay back personal

usage

Employee

None, employees eat costs

Company pays fixed subsidy

Company pays actual expenses

ChallengesRisksCosts

Personal Use may be fringe benefit IRS may disallow corporate deductions IT time/cost managing wireless plans

Time spent reviewing and identifying personal calls Estimating personal use of data plan IT time/cost processing claims, managing wireless

Employee morale Employees’ need records for 2106 filing

A subsidy is a rough estimate All payments either over/under actual spending IRS may or may not find subsidy appropriate

• Time and effort in expense reporting, for both mobile and staff• Over-reported expenses (30%)

How MobisoCan Help

Automates collection of accurate personal usage Assures IRS deduction Validates carrier invoices

Saves employees’ time through automation

Produces detailed records for tax returns Enables shift to accurate reimbursement

Removes ambiguity and instills fair reimbursement for actual usage

Company pays actual expenses Company saves money

Corporate vs. Employee Liability


Case Studies

E&Y’s Mobiso 1.0 Portal

• Global network of speech-enhanced service portals

• Private cloud, multiple global locations

• Only firm-wide calling card - replaced Sprint - 27,000 subscribers

• Reduced telecomm costs paid for program in Month #3

• Speech-driven corporate and personal directories

• Custom directory entries, voicemail service

“John Jacobs”“Call Dave Ender on his cell”“EY Travel Desk”“Voice Mail”

EY/Card


Accurate information for wireless management• Allows employee liability with enterprise control• Automated expense reporting• Improved tax compliance• Improves visibility over mobile communications

Improved mobile productivity• An accurate, speech-enabled addressbook• Less time reporting expenses• Supporting mobility services on demand

Mobiso 6.0A Cloud-based Mobility Portal for

Business


Topics to Consider

Additional thoughts


Wireless Plan

Tax Impact to Company Tax Impact to Employees

Corporate Liability (CL)

The costs of CL are a deductible business expense

But personal usage must be identified and removed

IRS Notice 2009-46 creating stir

Personal use of device is a fringe benefit

Monthly personal minutes are income at fair market value of

minutes“Minimal Use” may exempt income

Employee Liability (EL)

Submitted business use expenses reimbursed are a tax deduction

Unreimbursed business use is a tax deduction

IRS Impact on Wireless Management

Mobiso provides the substantiation requirements of the IRS to support both employee and corporate

liability plans**


Corporate & Employee Liability

Pros & Cons

*’Employees expense 30% higher than actual costs’ Yankee Group, 2008

Wireless Plan For the Company For the Employees

Corporate Liability (CL)

Lower costs through shared poolsControl over phone numberFewer devices to support

IT costs for purchasing and managing plans

Lack of staff

Free phone and planNo freedom of choicePotential for 2 phones

Separating personal use

Employee Liability (EL)

Lower IT costs for purchasing and managing plans

Increase in wireless costs*Security of company data

Device diversity for applications

Freedom of choiceSubmitting expense sheets

Separating business usePersonal use issue when subsidized

Tax reporting for 2106 form


Let’s Discuss!

• Contact Deb Brown at 978-442-3048 or via email [email protected] to see how Mobiso can give you the visibility and control to manage mobility in your enterprise

Documents

Mobiso Intro1109