ServiceChannel Retail sales presentation march 2013

Company Overview

Introduction

5/5Five out of the top

five most profitable

retailers in America

are ServiceChannel

clients.

30,000,000 +Over 30 million

work orders have

been processed by

hundreds of the

world’s leading

consumer brands

across our platform.

100,000 +Over 100,000

locations rely on

our data

management tools

every day.

A FEW COMPANY FACTS + FIGURES

1 Based on highest sales per

square foot according to

RetailSales 2012

• Source to Settle SaaS platform for the facilities industry that

was founded in 1999

• 35,000+ contractor organizations use platform to provide data

to clients in standardized, actionable format

• Utilized in 24 countries around the world, including Canada

and Mexico

• Process over $2 Billion in facilities spend for our clients

• Key differentiators:

ServiceChannel enables facilities departments and their service contractors to communicate, collaborate and control costs online.

IndependentCollaborative (Multi-Sided)

Flexible Proven ROI

Select ServiceChannel Clients

http://www.uppys.com/

A sample of our Contractor ClientsSelect Contractors

High cost of maintaining current information and comparing performance of contractor network

High costs of managing and validating facility maintenance transactions across multiple locations

Re-keying invoices and paying large volume/small dollar invoices result in high settlement costs and lost discounts

Low cost capture, credential and monitoring of critical contractor data

Unified, real-time view of facility maintenance transaction across all locations, trades and contractors

Dramatically reduced remittance costs, more efficient payment cycles, and greater discount capture

Problem/Solution

ServiceChannel helps its clients through

every step of the facilities process.

ServiceChannel Process and Solutions

Benefits of Invoice Standardization

ServiceChannel can enable better facilities decision making by utilizing

important information from specific issues by utilizing specific problem

codes along with the following types of information:

This data-driven invoicing approach results in improved spend analysis

and benchmarking for all services in all geographies.

Code: 101/006Part Description: BlowerResolution Line: Replaced Draft InducerResolution Text: Furnished and installed new blower relay. Checked unit for proper operation.

Code: 101/001Part Description: BlowerRes Line: Replaced Blower or Evap Fan MotorRes Text: Removed defective motor. Furnished and installed new blower (fan) motor. Checked unit for proper operation

Sample

Problem

Resolution

Codes:

What combination of skill level and labor rates lead to the lowest total rates by resolution code?

Labor Rate Charged

Number of Hours

Required

Level of Tradesmen

Used

Parts and Materials

Used

Process and Hard Dollar R&M Savings

fixxbookTM is ServiceChannel’s searchable contractor directory and its mission is to catalog the knowledge and trade expertise of every contractor in the world, so facilities departments can easily find the contractors they need.

fixxbookTM can be used to:

Find contractors of any size, type, geography, specialty and status.OR

Find subject matter experts (fixxperts) with the right industry specific knowledge, experience and expertise to consult on critical issues or manage special projects.

Search Find

Find them on Fixxbook

Find Qualify Manage Settle Analyze


fixxbookPN (Private Network) is an enhanced registration process for ServiceChannel clients to develop a private network of their own service contractors.

fixxbookPN allows facilities managers and their clients to exchange important information including W-9’s, insurance information, rates, licenses, direct deposit info and other business information. Contractors and their clients keep important information in one online workspace so they can focus less on paperwork and more on service work.

ServiceChannel clients can have their contractors complete fixxbookPN registration. There is no charge for contractors to complete this requirement.

Scorecarding and FeedbackServiceChannel captures quantitative and qualitative feedback to develop contractor scorecards and performance analytics to elevate the relationship with contractors.

Qualify in FixxbookPN

Service Request Options

Web Portal / Dashboard Mobile Device

Service requests can be initiated three ways: via a web based dashboard, mobile dashboard, or via our 24x7x365 technology powered call center

Phone/Call Center


The dashboard is an easy to use web interface that enables store/location personnel to easily place and track service requests as well as leave feedback for work performed:

• Uses client-branded “skin”

• Customized business rules and workflow

• Integrated call avoidance/troubleshooting

• Extremely easy to use and low bandwidth

requirements

• Features

• Submit service requests• View scheduled service and PM calls• View work history/open tickets• Trackable “notes” feature• Feedback module

Location Dashboard

Work Order Management

• IVR-on-site Check in/out with caller ID Verification

•Enhanced Validation Technology

•Real-time work order status

•Pre-set NTE’s by trade, geography, or issue

Proposals

•Web-based full featured proposal management

•Labor rate and material mark-up validation

•Customizable proposal forms

Preventive Maintenance

•Automatic scheduling/dispatch

•Automatic validation of work performed

•Customizable financial controls

•Attach files/checklists

Asset Management

•Photo/document management

•Warranty tracking

•Depreciation tracking

•Repair vs. Replace

Manage with ServiceClick


SEARCH TOOL

SHOPPING CART

FUNCTIONALITY

PERSONALIZED USER

INTERFACE

ROLE BASED CONTROLS

AND CUSTOM APPROVAL

WORKFLOW

CONTRACT BASED PRICING

VALIDATION

PRIVATE VIRTUAL

MARKETPLACE

TRANSACTION

TRANSPARENCY

ACCESS CATALOGS FOR

MULTIPLE SUPPLIERS

Parts + Supplies Ordering

What is SupplyClick?

SupplyClick is your private marketplace for custom supplier catalogs.

What does that mean?

SupplyClick provides one place for your locations and corporate personnel to order approved parts and supplies, just

like the dashboard gives them one place to request service.

How does it work?

An order will be generated, invoiced, and closed out in ServiceClick. The invoices can go through the same approval

and EDI/payment processes as service invoices.

Features:

No

Technician performs work, receives signed work order and checks out.

Yes

Facility Manager reviews and approves invoice online or rejects with comments.

Store manager leaves feedback. Contractor uploads signed work order into SC and submits invoice online. SC auto-verifies invoice.

START: Store or corporate personnelplaces service request via Web based dashboard after going through call avoidance routine.

Contractor receives service request via fax, email, pager or XML and acknowledges call.

SC transmits approved invoices and GL codes directly into client’s backend accounting system (Oracle, SAP, Lawson, etc). After payment, SC posts remittance information online.

Dispatched technician checks in at job site via IVR touch tone system or GPS.

Tech checks out, contractor submits proposal online to Facility Manager via SC. Once approved, contractor re-dispatches tech

Problem solved under NTE or by

accepted proposal?

A Day In the Life of ServiceChannel

Invoice

Validation

InvoiceAdvisor

Check In/Out MatchServiceClick

Contract MatchFixxbookPN

Parts/Materials MatchSupplyClick

WO MatchServiceClick

Tax VerificationSales Tax Validation

Store Feedback MatchServiceClick

Client

Invoices submitted electronically through contractor portal on

ServiceChannel.

Invoices are filtered and pre-validated upon

invoice submission and matched in six ways.

Clients are able to approve valid invoices which are then auto-coded for GL

and pushed to ERP and/or AP system.

Contractor

Contractor

Contractor

Invoice Reconciliation and Match



Settle with PayCenter

Once internal approval of invoice is made by the client, ServiceChannel facilitates your payment to contractors:

Simplicity of a single payment to us, we handle your small payment headache

Eliminates need to maintain thousands of small vendors in ERP, yet provides granular data

Eliminates lost/stolen checks, stop payments, postage and/or courier fees as well as payment processing fees estimated to cost on average $16 per check

Eliminates payment inquiries to accounts payable department

Full audit history and real time information on all contractor payment information

ServiceChannel offers solutions to improve every step of your invoice through payment process.

ServiceChannel clients can utilize their existing payment processing method, or utilize one of ServiceChannel’s payment options:

EasyPay

Pay your contractors as soon as invoices are approved, assuring that you’ll receive more responsive service while you enjoy extended payment terms at no additional cost.

Same benefits as Easypay, plus: Contractor receives payment almost immediately upon invoice

approval Contractor provides better service Client pays one simple invoice 45 days or more later improving

cash flow

QuickPay

(Supply Chain Finance)

Ad-hoc, on-demand Reporting

Powerful customized reports

provide timely, accurate and

pertinent information for more

effective decision making.

Mobile Access

Facility managers can access live

information and store history in the

field from BlackBerry, iPhone , Droid,

and other web enabled handheld

devices.

Proactive Alerts

Proactive, event driven alerting

brings critical situations to facility

manager’s attention, enabling them

to focus on issues that matter most.

Business Intelligence Reports

High-impact custom Business

Intelligence reports based on

historical, current, and predictive views

of business operations.

Data in Four Ways


Business Intelligence




Enhanced Validation

ServiceChannel GPS Validation

Service Contractors can Check In/Out from locations by utilizing a smartphone that is equipped with GPS technology.

• Enables vendors without access to a store telephone to check in/out of specific location• Captures time/date stamp for the specific work order

Enhanced Validation

ServiceChannel’s FacilidateTM powered by RSA SecurID® enables enhanced Check In/Out for outdoor and off-hour trade contractors

• Generates unique pin code to validate time/date of service for contractors without access to store phone

• Typically used for outdoor trades including waste management and snow removal

• Enables contractors to use mobile phones to check in and out of store location while still validating time/date

• Mounted in a weather resistant outdoor secure enclosure• Unique pin code is decrypted by ServiceChannel and

translated into time/date stamp that becomes part of service work history

GPS Check In/Out

GPS Check In/Out

Mobile Dashboard Portal

Mobile Portal

Mobile Portal

Mobile Portal