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Quarterly Business Partner Meeting Tuesday, April 13 th 2010 Dial-in Info: 888-288-9321 Passcode: 548317.

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Presentation on theme: "Quarterly Business Partner Meeting Tuesday, April 13 th 2010 Dial-in Info: 888-288-9321 Passcode: 548317."— Presentation transcript:

1 Quarterly Business Partner Meeting Tuesday, April 13 th 2010 Dial-in Info: 888-288-9321 Passcode: 548317

2 2 Your lines have been muted to suppress all background noise.Your lines have been muted to suppress all background noise. If you have questions, please select the chat icon in the lower left corner of the Web Conference page and type your question.If you have questions, please select the chat icon in the lower left corner of the Web Conference page and type your question. We will answer questions at the conclusion of this presentation.We will answer questions at the conclusion of this presentation.

3 3 Agenda Sales Update –YTD revenue –Insights Support –Quarterly Update –Abra SQL HRMS V10 Development Partner Program Marketing –Q3 initiatives Product Marketing –Making the v9 upgrade an extraordinary customer experience –APA –SHRM Product Management Update –Legislative updates –v9 release updates –Product roadmap Training –Certification –Training Schedule

4 4 Sales Update Sally Craig Sally.craig@sage.com 239-841-2066 (cell)

5 5 Year To Date Revenue Reporting Quarter Sage Abra –1H FY10 100% revenue to budget Thank You !!!!

6 6 Insights Denver May 17-20 New Content, Format and Speakers Strategic Meet the Abra Team –Monday evening Cocktail Reception

7 7 5 Business Reasons to Attend 1.Insights is the best place to: –Get a detailed look at the latest information for the products you carry –Find out what’s in the product roadmap –Make connections –Learn. 2.Go Interactive with product workshops 3.Q&A session with key Sage executives. 4.Get the big picture with Sage's overall business strategy. 5.Don’t miss the Sage Exceptional Customer Experience workshop.

8 8 Insights 2010 Featured Speakers & Keynotes Executive Keynote - –Sue Swenson, President and CEO, Sage North America –Monday, May 17 3:45 p.m.–4:45 p.m. The Business Opportunity Ahead –Jodi Uecker-Rust, President, Sage Business Solutions –Tuesday, May 18 8:30 a.m.–10:00 a.m. The Opportunity Ahead By Market Segment –Human Resource Solutions - Johnny Laurent, VP & GM of Sage Employer Solutions –Tuesday, May 18 10:15 a.m. – 11:30 a.m. Closing Keynote—Q&A With Executive Team –Moderated by Jodi Uecker-Rust –Thursday, May 20 10:30 a.m.–12:00 p.m.

9 9 Insights 2010 Abra Sessions Not to Miss: Partner Readiness –What’s New in Sage Abra – HPT10 –Winning With Abra: BP Discussion Panel on Competition – HPT13 –The Opportunity Ahead: Sage Abra HRMS – HPT30 –Presenting Sage Abra to the Market Place: Sales Process and Demonstration Skills – HPT15-1&2 –Extraordinary Customer Experience: Giving and Getting the Most From Your Customers – HPT17 –Sage Abra Employee Self Service and View Builder Functionality Positioning and Selling – HPT16 –Sage Abra Suite v9 Recertification – HPT28-1&2 Expanding Our Reach & Response to Demand –Positioning and Selling Sage Abra With Development Partner Solutions – HPT22 –CompuPay, the Sage Outsourced Payroll Solution – HPT25 –In-Depth Dive Into Sage Abra SQL HRMS – HPT27A&B –Recruitment and Appraisal Solutions for Sage Abra – HPT19 –Introduction HR Actions Endorsed Solution for Sage Abra – HPT20 –The Sage Payroll PayCard – HPT24

10 10 Support Mary Encinia

11 11 Support Introduction Joe Ward Customer Support Manager 727 579-1111 x53500 Joe.Ward@Sage.com Joe has over 20 years of experience in the software industry. Joe has focused his career in several areas including operations, customer support, and sales with companies like Computer Associates and Proven Edge.

12 12 Quarterly Update Period: Jan 1 to Mar 31, 2010 Abra Suite, Abra SQL HRMS (v7x, 8x, 10x) Call Volume: 16,983 (Incidents) Resolved on First Contact: 86.29% Customer Satisfaction: 4.48 (Max Value 5.00) Quarterly Updates: State Legislative Changes: Hawaii Indiana Florida Call Types: Balancing, Locating/Applying Update

13 13 Abra SQL HRMS v10 Reach support team directly for: View Builder, SQL Payroll Direct #800-829-0170 Customer number:99999999 One third Abra SQL HRMS customers have upgraded Call Types: Setup/Installation/User Interface Connection to Database Client/Server Installs Find Feature Flow/Navigation

14 14 Development Partner Program Update Tom Tillman

15 15 DPP Update Sage KnowledgeSync Endorsed Solution –We are taking orders and shipping SKS –Hands-on SKS training sessions at Insights (bring your laptops) SKS Alerts -- From Novice To Expert! (2 Parts) SKS Alerts Workflow -- Advanced Event Design SKS Alerts and Workflow -- Dashboard –Next SKS webcast training June 15 th Abra DPP Webcast Series –Thursdays at 200 pm ET – 10 DPP partners have presented –Last one is April 15 th (Visibility Software, Wellspring) –Will resume scheduling after Insights –All the presentations are posted on PRO

16 16 DPP-Related Insights Sessions Recruitment and Employee Appraisal Solutions for Sage Abra – HPT19 –Visibility Software Cyber Recruiter –CMS iRecruit –Perryman Software PAM Performance Appraisal Delphia HR Actions – HPT20 CompuPay Outsource Payroll – HPT25 Sage Payroll PayCards (Motivano) – HPT24 Positioning and Selling Sage Abra With Development Partner Solutions - HPT22

17 17 Marketing Update Brian Wyatt

18 18 Q3 Initiatives Customer Marketing –Leverage v9 release to excite/motivate customer base –Promote ESS functionality and benefits Reminder: Price Savings Promo expires 4/30/2010 –Initiate “Winback” campaigns –Sage Paycard promotions –Begin integrating DPP products into our campaign strategy

19 19 Q3 Initiatives New Customer Acquisition Marketing (NCA) –Leverage v9 release to excite/motivate prospect base Continue to test targeting HR Generalist vs. HR Specialists –Televerde’ OBTM campaign Pilot program (performance based model) –HR focused Ad campaign Working with our corporate agency doremus – Monthly eNL nurture campaign Currently 7,000 records –Canadian calling campaign (Test) –Begin integrating DPP products into our campaign strategy

20 20 Product Marketing Introduction Mark Butje

21 21 Upgrade to V9: Extraordinary Customer Experience 1.Achieve 100% customer satisfaction 2.Upgrade >50% of all customers within 6 months of introduction Goals:

22 22 Voice Mail to customers Invitation to a web cast Reminder eMail Registration Web cast If not read or not clicked through clicked through Advise: Partner to contact customer If not read or not clicked through Not registered Reminder + iCalendar

23 23 Web cast Thank you URLs to V9 page with video’s URLs to training Configuration questionnaire Thank you URLs to V9 page with video’s URLs to training Configuration questionnaire Schedule Upgrade with Partner Schedule Upgrade with Partner Short intro to new UI Glimpse of new functionality Upgrade process Evaluation survey Knowledge base Install instructions Testimonials

24 24 Product Marketing Update Nancy Tillman

25 25 2010 Conferences American Payroll Association (APA) 28 th Annual Congress –May 25-29, 2010 –Gaylord National Resort & Convention Center, Washington, DC Society for Human Resource Management (SHRM) 62 nd Annual Conference & Exposition –June 27-30, 2010 –San Diego Convention Center, San Diego, CA –Four Demo Stations featuring v10, v9 and v10.1 Beta

26 26 V9 Collateral Product Feature Sheets4/26 softcopy 5/17 print (Insights) Pricing and Packaging Feature sheetsnow ESS Feature sheet now Solutions Overview CD5/17 (Insights) Press releaseMay

27 27 Product Management Jennifer Dungan

28 28 Legislative Updates Hire Act –Notification sent –Highlights –Plans State Changes –Customer Alerts –Customer Support Guidance –Product Updates Continuing to closely monitor for upcoming legislative changes

29 29 Abra SQL v10 updates Released in November 2009 –Over 30% of customers have upgraded from V8 series to v10 –Receiving positive responses v10.0 Service Release (SR) –Includes HR/Payroll integration improvements Performance Ability to schedule sync

30 30 V9 Release Updates Product Release on schedule Beta close out this week Final pass testing Certification scheduled for 4/21/2010 Available for download 4/23/2010 Begin shipping to customers first week in May –Staggered release over the summer

31 31 Product Roadmap Abra Suite –V9.0 SR –V9.1 – Summer 2011 Abra SQL –v10.1 – September 2010 Payroll Enhancements Canadian Payroll Abra HR link to MAS 90/200 Payroll Quality improvements and requested product updates –V10.2 - Summer 2011

32 32 Training Michelle Hobbs

33 33 Recertification Recertification required for Abra SQL v10 –Includes New UI, v10 Release Briefing, View Builder and Dynamic Information Sharing, Exam –Deadline of May 31 st to take classes and pass exam Recertification required for Abra Suite v9 –Includes New UI, v9 Release Briefing, View Builder and Dynamic Information Sharing, Installation and Upgrade, Exam –Deadline of May 31 st to take classes and pass exam

34 34 Recertification Suite v9 or SQL v10 recertification –$300 for first employee –$150 for each additional employee Already completed SQL v10 recertification –$100 for Installation course and Exam Suite v9 recertification training at Insights –Purchase bundle online –Complete ATLs at your pace –Installation and View Builder training live at Insights

35 35 Partner University

36 36 Abra Training

37 37 Upcoming Training Opportunities Virtual Certification Course Offerings: –Abra AWC Installation Certification Training April 22 – 23 –Abra ESS and Benefits Enrollment Certification Training May 3 – 4 Classroom Certification Course Offerings: –Abra SQL HR & PY Certification in Dallas May 9 – 10 Abra SQL HR Certification May 11 – 14 Abra SQL PY Certification Certification at Insights –Suite v9 Installation and View Builder with Dynamic Information Sharing Tuesday, May 18 th – session HPT28 Part 1 & 2

38 38 Summary

39 39 V9 Key Readiness Schedule Customer Web conferences –Started 4/12 –BPs and customers attending –15 minutes long April 23 rd – certified and in production; available for download Partner certification – April – May –Sign-up at Sage Partner University Staggered shipping begins mid-May Insights –Sessions & certifications Next partner call – July (watch for date in BP monthly newsletter)

40 40 Questions


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