Sage Abra Business Partner Product Update Webcast Conference Number: Participant Code: 1 Objectives Highlights and milestones for product delivery this summer Milestones Content ESS Closer look at Aatrix offering Abra Benefits Messenger 2 Product Updates Sage Abra Suite v9.1 with Employee Self Service Beta 7/2011 Shipping 9/2011 Sage Abra SQL Renamed to Sage HRMS 2012 with Employee Self Service Debut at APA, SHRM and Summit Beta 8/2011 Shipping 10/2011 3 Building on a Strong Foundation ROEI Sage Employee Analytics New Reporting Possibilities New Look Abra, ESS, Gadgets, Mobile Devices Aatrix, Paycards, ABM, - New Services 4 Abra 2011 Updates Key moments of truth as heard from our customers Time Off updates Benefit enrollment Windows Active Directory Logon Crystal with ESS Sage OrgPlus v9 Product Updates 5 Sage Employee Self Service 6 7 Mobile Sage Tax Filing with Aatrix 9 eFiling More Than A TrendAn Essential Business Tool 11 Federal Reports & Payments 941 (Every Quarter) 940 (Annually) New Hire (All New Employees) 941 Payments (Large Companies 52+/yr) 940 Payment (Quarterly) State Reports & Payments Wage Withholding Reports Withholding Payments SUI Reports SUI Payments (Quarterly/State) New Hire (All New Employees) Canadian Forms T4 and ROE Releve 1 (Future) Company (EIN)Package Price $69 $99 $149 $199 $249 $299 $399 $499 $699 Quote Package price based on employee count eFile packages include unlimited eFiling for the reports below: Package Pricing 12 W-2 / T4 Filing Options W-2s have never been this simple with several options to meet the customers need. Complete W-2 Service - $1.79 per employee Automatically filed with Federal and State agencies Printed and mailed directly to employees Posted online for immediate employee access Express W-2 Service - $1.49 per employee Automatically filed with Federal and State agencies Posted online for immediate employee access Federal and State - $.99 per employee Automatically filed with Federal and State agencies Federal or State - $.49 per employee Automatically filed with Federal or State agencies 13 Abra Benefits Messenger Re-introduction 15 Abra Benefits Messenger Introduction and background Whats new? What is the value To your customers To you How to order 16 Background Commitment 17 Organization & Staffing Tom Tillman is Director & GM (Santeon vendor) All Santeon ABM services staff reports to Tom Dedicated ABM project mgr & support POC EDI team organized to provide ABM coverage til 600pm ET, Monday-Friday Processes & Procedures New carrier set-up and production support SLAs published Tools New Abra benefits data assessment tool New CRM help-desk functionality ABM Whats New or Improved 18 What is the value? Reliable, high quality Flexible Fast Cost effective Large carrier network Web based technology Automatic EDI Communication management Peace of mind 19 Peace of mind Benefits are important No more HR and IT updating reports Manual processing Reconciliation with carriers Reduces Errors Costs Time Increases ROEI 20 Using Abra HRMS for benefit admin Uses Abra OE (not required for ABM, but a good customer indicator) 100+ employees 3+ benefit plan carrier/providers The ideal customer 21 Challenge 350 employees 5 different benefit carriers Manually entering their employee adds, drops and changes into four different benefit carrier systems Carriers data always out-of-date Experiencing expensive enrollment errors Frequent enrollment reconciliations and retro-active carrier billing adjustments ABM Case Study Quantech Services 22 Solution ABM Automatically schedules recurring data feeds Impact No more errors HR is saving over 150 staff hours per year Company is a realizing hard cost savings due to on-time enrollment updates and the elimination of data entry errors ABM Case Study Abra Benefits Messenger was exactly what we needed. 23 Ordering & Pricing $1,150 set-up fee per carrier + $xxx for Annual service fee: EmployeesService fee 75$ $1, $3, $4, $5, $6,000 Addl 500$1,000 24 So, the customer signed Welcome kit Set-up 7 12 weeks New: Data assessment tool 25 Re-introduction offer Re-instatements: waive set-up charges $990 set-up until Sept. 30 26 Whats in it for you? Easy sell (referral) Recurring revenue Increased stickiness 27 Events APA SHRM Las Vegas Convention Center June 26 29, 2011 Sage Summit Gaylord National Convention Center, MD July 12 15, 2011