1. Together we can build something great FORWARD | 2016 contractERP | 2016 Less IS AND More

2. FORWARD | 2016 Announcing The Release of contractERP | 2016 !! Less Complexity Less Clicks Less Steps Less Clutter More Accessible More Intuitive More Automated More Features & Functionality Less IS AND More

3. FORWARD | 2016 contractERP | 2016 Microsoft Dynamics NAV 2002 2004 20072009 v5.0 2009R2 2013R2 2015 2016 v4.0 v3.6 2013 V6.0 (2009) Major Version Release Schedule: Q4 2012 Q4 2013 Q4 2014 Q4 2015 2010 Avg. 2-3 years per major release New version release every year Active Clients in all versionsMajor Platform & User Experience Re-design

4. FORWARD | 2016 Microsoft Dynamics NAV - Roadmap Continued investment

5. FORWARD | 2016 contractERP | 2016 Microsoft Dynamics NAV 2015 2016 v5.0 2009R2 2013R2 v4.0 v3.6 2013 V6.0 (2009) Ease of use Role Center Improvements Report Scheduling Universal App (Tablet, Phone, Web) User Experience Improvements Mandorty Fields Auto Fill No Document Order Totals UI Elements Removal Office 365 Integration Implementation & Platform Improved Rapidstart Utilities Works Natively with MS CRM Works Natively with Azure SQL New Developement Model Test Automation Suite New Functionality Finance Enhancements Cash Management Improvements Defferals Posting Preview Vendor Prepayment Journal North American Positve Pay Word based Document Reporting and emailing setup for customers and vendors. Workflows Document Management Power BI Integration contractERP | 2016 cERP 2013R2 cERP 2013

6. FORWARD | 2016 Enhanced function with Cues: Microsoft Dynamics NAV 2015/2016 Ease of Use – Role Center Colored indicators (styles) Calculated values. May be an integer or decimal, may support formatting (like%) icons (images) Education Track: (Role Center) Tuesday 2:05PM

7. FORWARD | 2016 Microsoft Dynamics NAV 2015/2016 Ease of Use – Role Center Education Track (Role Center): Tuesday 2:05PM Report Scheduler and Report Inbox: Schedule reports to auto run on a recurring schedule to a specific output type (print, pdf, excel…) Reports are then presented to the user in their Role Center Inbox for viewing

8. FORWARD | 2016 Microsoft Dynamics NAV 2015/2016 Ease of Use - Universal App on all devices Universal App delivers a familiar role-tailored experience on all your devices, from tablets, notebooks, and 2-in-1s, to desktop computers and smartphones, making it a truly universal app. Technology Track (Going Mobile) Tuesday 11:05 AM

9. FORWARD | 2016 Microsoft Dynamics NAV 2015/2016 Ease of Use – UI Elements Removal Feature Remove user interface (UI) elements, such as fields and actions the Role Center and pages so they become simpler to look at, easier to navigate on, and faster to get through. Level I: Controlling if UI elements are shown according to the license file and/or user permissions. (NAV Server Administration) Level II: Field level within a table. AccessByPermission property can be used to remove UI elements depending on which object(s) the user has permissions to.

10. FORWARD | 2016 Microsoft Dynamics NAV 2015/2016 Ease of Use – Data Entry Mandatory fields Identified with “ * “ for user Display document totals: Total Excl. Tax Total Tax Total Incl. Tax Added for Sales & Purchase documents

11. FORWARD | 2016 Microsoft Dynamics NAV 2015/2016 Ease of Use – New email with attachments Utility Out of the box Email function added to 15+ pages Construct, attach, and send emails directly from sales documents, or any other transaction in NAV

12. FORWARD | 2016 What we need…. Posting Preview Deferrals Word Form and Email Enhancements North American Positive Pay Report Enhancements Microsoft Dynamics NAV 2015/2016 Finance Enhancements

13. FORWARD | 2016 Posting Preview Posting Preview – new functionality that allows the user to, prior to posting, view the impact that posting the document will have against all affected ledgers. Microsoft Dynamics NAV 2015/2016 Finance Enhancements

14. FORWARD | 2016 Deferrals Deferral – new functionality that allows the user to automate the process of deferring revenues and expenses over a pre-defined schedule. This is available for: Sales & Purchasing Documents General Journals Microsoft Dynamics NAV 2015/2016 Finance Enhancements

15. FORWARD | 2016 Word Forms and Email Enhancements Word format defaults for customer and vendor documents. Assign Word format or any other report object to an email address Microsoft Dynamics NAV 2015/2016 Finance Enhancements

16. FORWARD | 2016 North America Positive Pay Create a positive pay file with payment information to send to your bank. AT THIS TIME only default formats available for Citibank and Bank of America. Maintain positive pay history to view summary and detail for later reference Microsoft Dynamics NAV 2015/2016 Finance Enhancements

17. FORWARD | 2016 Report Enhancements Base reports have (finally) been updated from paper size to letter size. 25 reports have been changed to landscape orientation. Vendor Pre-Payment Journal - provides a preview of payment information for a payment journal. Microsoft Dynamics NAV 2015/2016 Finance Enhancements

18. FORWARD | 2016 contractERP | 2016 1.New Features (included with the base application) 2.Improvements (to existing features) 3.Bug Fixes 4.New Functionality Application Suites v5.0 2009R2 2013R2 2015 2016 v4.0 v3.6 2013 V6.0 (2009) The most significant major release of contractERP since the founding of the product.

19. FORWARD | 2016 contractERP | 2016 New Features Included with the Base Application 1.New report - Work Order Labor Analysis Report 2.Added Do Not Roll up Cost to Feature Configurator. 3.Auto creation of Stock Item records from TOAD Pricing configurator (TOAD Required) 4.Auto fill hardware item attributes from TOAD 5.Configurator within a Configurator functionality 6.Added Multi-level BOM's, and Subassemblies 7.Added a new Inventory WIP Analysis Report 8.Add TOAD_Attributes section to Submittal Import. Finds hardware by search attribute vs description 9.Added End User Field to both the Contract and Sales Order 10.Added Ignore Nonexistent Attributes on Import 11.Added a new Gross Profit Report 12.Sales Line - Split Line Feature. 13.API Interface Enhancements (to Sales Order) 14.Unscheduled Lines button to the Release Schedule 15.Added Sales Order No. to release from worksheet 16.Added Unapproved Contract Credit Limit 17.Close Out Sales Line Feature 18.Purchase Order Line - Re-associate feature 19.Primary Quantity Filter feature 20.Sales Order Confirmed Flag (For V6 Interface) 21.Front End software Message Queue Utility 22.Addition of the Outstanding Shipment Report 23.Non-Searchable Attributes in Item Attributes 24.New Sales Order Status - Customer Service Utility (Replaces Previous Pick Worksheet) 25.Staging Locations Advances to Table Solution 26.Combine Drop Ship or Direct Ship Requisition Lines to a single PO based on shipping address 27.Add to existing Drop or Direct Ship Purch. Order 28.Added option to add to an existing Work Order 29.SKU mandatory on document posting 30.Add Stored Material Flag within Release Schedule Setup page 31.Added ability to handle supply from at the component level and all stock items 32.New void feature for Consolidated Invoice 33.Added Credit Memos to the consolidated invoices 34.Ability to change the Bill-to Customer on Base / Change orders or Contract Sales Orders 35.Master Contract - Allow changing status to Complete on Base and Change Orders 36.New Contract Close-out report and feature 37.Option to post Drop Ship Purchase Invoice before Sales Invoice 38.Contract billing - Calculated Released Price based on Last Cost (Common situation for Wood Doors) 39.Sales Order On-Hold Feature (Blocks Line Req. from being Purchased or Shop Built) 40.Set Sales Order No. to Submittal No. on Import 41.Submittal field label setup option 42.New cERP Role Center - Filters by Ship From Location. “cERP Warehouse” 43.Contract State Change and Maximum Change Level in User Setup 44.Packing list- Added option to print and break by location added option to print multiple copies. 45.Update search attributes tool from material list or sales line, with date/time/user tracking of change 46.Option to use Limited User Licenses for specific roles within contractERP 47.Attribute print option on a Sales Order Confirmation and Invoice 48.Add Door Thickness to print on PO and Receiving Ticket (assignment) 49. ​ Added Amount Applied field to Applied Customer Entries page ​ 50.Added Extended Check stub functionality 51.Pick and Pack print counter on Sales Order 52.Allow Suppression of Item Prices on a Sales CM 53.Clear Entries tool. Allows users to "clear" entries similar to a bank reconciliation 54.Added User Setup page card to improve ease of managing user level options Technology Track: 55 (plus) in 55 Minutes Monday 4:45pm Feature Configurator Enhancements Tuesday 1:05pm Order Status and Outstanding Shipment Report Tuesday 2:05pm

20. FORWARD | 2016 contractERP | 2016 New Improvements Included with the Base Application 1.Added Change to not default Vendor and Vendor Item No. on non-standard items. 2.Added button from the Material List to open the Serial no. ledger entries 3.If location is mandatory, when Contract State changes to >= Unapproved, check if all open item Mat. List lines and components have a Loc. Code 4.Added Change Posting Date on Transfer Shipping and Receiving fields within Inventory Setup 5.Added SKU shelf no. to Pick Ticket if exists 6.Added Default Direct Cost when Vendor Discounts Exist 7.Default assignment function improvement 8.Added support of Pre-Owned Serviceable item setup 9.Several improvements to the Physical inventory journal and document output 10.Expand the TOAD Hardware Configuration Code field from 20 to 50 char 11.Change Outbound Serial Nos. process so that negative adjustments do not req. serial no. recording unless they are from a Shop or Work Order 12.Added default description & Warranty Type to Serviceable Items 13.Improved Item Tracking Serial Nos. validation 14.Changed blank attribute values to the literal "Blank Value" just like the submittal import. 15.Searchable Attribute Boolean added to the Component and Component Attribute tables and pages 16.Master Contract Exclude Planned and Lost Change Orders within Statistics and contract reports 17.Serial Number Box Popup when entry is required 18.Unit Cost update to Include Purchase Price in Update Cost function on Material List, Sales Line, Component. 19.Shop Order Worksheet Added Location filter 20.Default Vendor from Item/SKU to Sales Line/Component/Mat. List/Mat. Non-Standard Items as well as Standard Items 21.Reformatted all outbound documents to new Reporting format 22.Performance Enhancement. Added new Reorder index to Item Ledger Entries within Material List 23.Added AIA report ID to contractERP Setup and Customer Card 24.Added PO credit memo to Contract Navigate 25.Added Serial Number List to Item Ledger view 26.Add a Job description field to standard Sales Quotes 27.Remove printing restrictions for approved contract proposal 28.Remove Filters within Contract Quote Report - 37004702 29.Prevent Stock Purchase Code on NS Items 30.Add blank vendor to View Problems List 31.Do not negate base line if already negated on imports that use the Material ID 32.Standard Comment processing and Comment Indicator 33.Increased editable fields during Approved Contracts. Fields included: Release No., Due Date, Order Group No., Start/Order by Date. Qty. to Release, Start/Order by Lead Time, Approved to Order Override, Vendor Item No. 34.Added contract subtotal and header to the Aged Accounts Receivable report 35.Transfer Order Post Ship and Receive in one posting step 36.Added ability to bypass markup pricing to support a specific customer set price agreement 37.Use Estimated Cost added to the Contract Backlog report 38.Added link to posted sales shipment from a posted sales invoice 39.Collections Mgr. changed to run Contract Statement 40.Contract Backlog, analysis, summary changed to take into account manual contract state filter 41.Improved handling of Location code change on Material List and Sales Lines. (Purchasing fields) 42.Pre-check report - Add External Doc. No. in details section 43.Improved display of a lines fulfillment Status according to components quantity of stock on hand 44.Purchase Return Order report - added logo and moved address 45.Removed the validation of Change Order No. from direct ship carryout message feature 46.Present Multiple Release No’s on a Material List Line 47.Remove Closed Releases from "Critical releases" cue (Role Center) 48.Warning message when assigning quantity when no quantity left 49.Expanded the Purchase from name on Purchase Invoice and Receipt reports 50.Add Stored Material flow field to Material List fact box 51.New field Unscheduled Assignment exist on Material List 52.Customer Statement (Contract) layout change 53.Expanded Description field on Configurator Setup 54.Outstanding Sales Order Aging report: Add Sales Line Contract No. filter 55.Added Unit of Measure Code field in ILE page 56.Added Quantity (Base) field in Sales Lines and Purchase Lines pages 57.Copy Sales Document feature changed to include header and Calculation line default 58.Allow for editing of the Contract End Date to update Retainage for the Customer Ledgers Due Date 59.Added a warning when the Material List or component Lines are in process and a user tries to edit the Purchasing Code 60.Sales Order: Default Header's Location Code on new Sales Line 61.AIA Billing reports added change order summary Technology Track: 55 (plus) in 55 Minutes Monday 4:45pm

21. FORWARD | 2016 Production Management & Scheduling Delivery Schedule cERP Data Collection System Electronic Purchase Order Send (e-PO) Sales Order Deposits Dimensional Item Sales and Purchases Field Service Management (FSM) contractERP | 2016 New Functionality Application Suites

22. FORWARD | 2016 contractERP | 2016 Production Management and Scheduling A new contractERP application suite to improve the normally manual task of planning per day, what work should go out to the Shop Floor. Visually see what needs to be shop built and use drag/drop functionality to manage the work load. Let’s you plan for a production day, then batch requirements into different shop orders. Plan production based on ability to deliver the product Supports both Contract Sales and Sales Order Line Requirements General Session: Tuesday 8:30 AM

23. FORWARD | 2016 contractERP | 2016 Delivery Scheduling General Session: Tuesday 8:30 AM A complement product to Production Scheduling or used alone. Delivery Schedule visually let’s you plan for all upcoming shipping requirements. For either your own trucks, will call or shipping service. Visually see what needs to be shipped and use drag/drop functionality to manage the work load. Plan and reschedule shipments easily, including online mapping functionality to set route stops Plan out routes (multi-order), stop order, and pick by route. Manage back ordered items with the use of delivery planning and ship scanning Email customers within a route to confirm delivery date/time acceptance.

24. FORWARD | 2016 contractERP | 2016 cERP Data Collection System Shipment Scanning Released with contractERP | 2016 Time Clock Shop (Production) Scanning Pack Scanning Shipment Scanning Internal (Indirect) Time Collection General Session: Tuesday 8:30 AM

25. FORWARD | 2016 contractERP | 2016 cERP Data Collection System Shipment Scanning Shop (Production) Scanning Labor Collection By Operation or Order Time for the Order Time for the Shop Line Time By Piece (Opening) Product Tracking By Operation or Order Track by the Shop Line By Piece (Opening) Auto posting of scanned as Finished Product

26. FORWARD | 2016 contractERP | 2016 cERP Data Collection System Shipment Scanning Pack Scanning Pack product for an order into a container (box, skid, crate…) Produces a new barcode for the container that then allows for a single shipment scan for all products within the container

27. FORWARD | 2016 contractERP | 2016 cERP Data Collection System Shipment Scanning Confirm Shipped product down to the opening no. Ship verification by order or by Delivery Route (multi-order) Ship Scanning by Item or Package Auto-handling of Back Order product (planned but not shipped items)

28. FORWARD | 2016 contractERP | 2016 Electronic Purchase Order Send Electronic PO designed to support attribute based, special ordered items (and stock items too). Three initial Purchase Send Objectives: 1.Hardware Purchase Orders 2.Glass Purchase Orders Such as Cardinal Glass Industries 3.HM Door/Frame Ordering (Though our front end partners) Starting With ASSA ABLOY: Sargent McKinney Arrow Medeco Rockwood HES Securitron Adams Rite

29. FORWARD | 2016 contractERP | 2016 Sales Order Deposit Sales Order Deposits was created to provide an effective and easy method of taking deposit payment(s) directly against a Sales Order. Functionality Includes: Deposit Terms Code Setup Customer Specific Terms Code Order Entry Deposit Required Message Multiple Payment Methods for a Deposit Managers Deposit Override Order Release Controls for under funded deposits Allowable Deposit Tolerances (Setup option) Deposits recorded on Customer Documents Deposit Recollection Utility Technology Track (Deposits and GL Reconciliation) Monday 3:45 PM

30. FORWARD | 2016 The ability to handle (stock, ship, receive) material by its physical quantity unit of measure (such as EA or PCS), while Pricing and Costing it in another (such as SQFT, LNFT, even MSF - Thousand Square Feet). contractERP | 2016 Dimensional Material Sales & Purchases Different scenarios within Dimensional Material Management: 1.Stocked Material with a known dimensional size 2.Special Ordered material with known dimensional size 3.Non-standard Material, sold and special ordered by the size requirement Technology Track (Dimensional Material) Monday 1:40 PM

31. FORWARD | 2016 contractERP | 2016 Field Service Management (General Release with 2016 R2) Built within the existing NAV Service Order Solution, FSM adds extensive functionality to automate and manage the entire life cycle of a Field Service Ticket and Contractual Customer Service Agreement. Built within Base NAV’s Service Modules ContractERP Enhanced Functionality + + = ContractERP Field Service Management FSM ContractERP Field Service Management FSM Design Collaboration with Clients & End Users Technology Track (Field Service Management) Monday 2:40 PM

32. FORWARD | 2016 contractERP | 2016 Our Agenda - Today Technology Track (Atlanta Room): 1:40pmDimensional Material Sales-Purchases 2:40pmField Service Management (FSM) 3:45pmDeposits & General Ledger Reconciliation 4:45pm55 Features in 55 Minutes! Education Track (Boston Room): 1:40pmPricing 2:40pmFinancial Reports, Ad Hoc Reporting and BI Tools 3:45pmTips and Tricks to improve the way you use contractERP 4:45pmChange Order Management Best Practices Evening Expo Reception (Atlanta & Boston Rooms) 6:30pm to 8:30pm Food, drink and an opportunity to meet with our Strategic Partners eMullion, Protech, Jet Reports, eMazzanti, Lanham, Toad, Zetadocs

33. FORWARD | 2016 contractERP | 2016 Our Agenda - Tuesday Technology Track (Atlanta Room): 10:05amUser Defined Workflows & Document Management 11:05amGoing Mobile in contractERP | 2016 Education Track (Boston Room): 10:05amPhysical and Multi-Location Inventory Best Practices 11:05amUsing Associate Document Management Features Breakfast Served! (Atlanta & Boston Rooms) 7:30am to 8:30am General Session - Visual Scheduling and Data Collection (Atlanta & Boston Rooms) 8:30am to 10:00am Lunch 12:00pm to 12:30pm Lunch and Learn – Presented by eMazzanti 12:30pm to 1:00pm Technology Track (Atlanta Room): 1:00pmFeature Configurator Enhancements 2:05pmOrder Status and Outstanding Shipping Report Education Track (Boston Room): 1:00pm Spring Cleaning Your contractERP Database 2:05pm Role Centers and Charting Within contractERP General Session - Upgrade Planning and Strategy 3:15pm General Session - Beyond contractERP | 2016 4:15pm

34. FORWARD | 2016 contractERP | 2016 Thank You