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TALENT EXPANSION SUITE: RELEASE OVERVIEW

quick summarySumTotal, the largest independent provider of integrated HR solutions, announced the fall 2013

release of its Talent Expansion Suite, the industry’s first context-aware solution for HR, featuring

a user experience that delivers hyper-personalized talent, learning and workforce management

information and actions to end users, when and where they need them.

Delivered through the industry’s only fully touch-screen optimized user interface, this release

extends the power and pervasiveness of SumTotal’s best in class HR solutions. It also extends the

SumTotal elixHRTM Platform by combining context-aware computing functionality with unsurpassed

data integration and management tools, including out of the box connectors and a comprehensive

HR master data model that work together to build context and provide just-in-time learning and

talent processes and analytics integrated with customers’ existing enterprise solutions.

key Enhancements That comprise sumTotal’s context-aware user Experience

New User InterfaceThe redesigned user interface is a consumer-grade user experience (think Amazon or Google) today’s users

and employees have come to expect. The new UI is highly intuitive, reducing clicks and providing critical

information, analytics, and contextual guidance throughout the processes. For example, users can quickly

scan a graphical carousel of personalized learning activities, and register and initiate a multi-modal learning

plan from anywhere, with a single click.

In-context coaching for managers identifies potential issues and provides one-click access to the prescribed

best action. Users can quickly report a complex absence, like family medical leave, with a personalized wizard

interface that intuitively guides them through the process.

Why it matters

Employees today are increasingly distracted from their

daily work by the growing deluge of information and

interactions invading their work environment, much

of which is not important or relevant to the work they

are doing. This increase in “noise” is having significant

impacts on employee engagement and productivity

and overall organizational performance.

How sumtotal’s approach is Different and What makes it unique

SumTotal’s latest Talent Expansion Suite release helps

employees filter out the noise and focus on information

that is truly relevant and important at a given point in

time. By collecting and correlating information about the

employee’s work environment, activities, connections,

and preferences SumTotal’s solutions can anticipate an

employee’s needs and actions and proactively deliver

relevant content, transforming data into actionable

recommendations when and where employees need

them. These right place, right time interactions, which

can be exposed through SumTotal’s solutions via portlets

embedded in third party applications like Salesforce,

or through mobile devices, are helping employees

get better at their jobs and translating into increased

employee engagement, improved productivity and

greater collaboration across organizations.

SumTotal is definitely moving ahead of the game by actually executing on something that many solution providers are just talking about today: contextualizing information. The work that SumTotal embarked on in the last few years under CEO John Borgerding, to rework much of its platform infrastructure and launch a master data management solution in ElixHR, has paid off in this effort.

Companies looking to take a more embedded, just-in-time approach to enabling and engaging the workforce should give thoughtful consideration to SumTotal’s’ contextual workforce empowerment capabilities.

stacey HarrisBrandon Hall Group

christa manningHorses for Sources

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Industry’s First Fully Optimized Touch Screen ExperienceSumTotal’s new user interface leverages HTML 5-based responsive design, touch-friendly

access and delivers a common experience across all devices. Menus, screens, portlets and

the UI have been redesigned to adapt to the user’s device, whether iPad, Android or Kindle.

This latest release further enhances SumTotal’s unrivaled, truly offline mobile capabilities with

additional features like ‘track learning activity attendance’ or ‘approvals,’ from any mobile device.

Extensible Portal and Portlets For Contextual Access From Anywhere Right place, right time experiences and interactions can be delivered within the SumTotal

portal, through more than 100 preconfigured cross-functional portlets that allow users to

access contextually relevant information and actions from SumTotal in whatever software or

systems they are already working, including customer relationship management (CRM) and

point-of-sales (POS) systems. This release of SumTotal’s Talent Expansion Suite makes context-

aware information directly accessible to users, immediately increasing their productivity and

effectiveness. Customers can also leverage the SumTotal portal to expose information from other

systems and provide unique, highly personalized experiences for their division, team or group.

Social EnhancementsContinuous feedback via an employee’s social wall and conversation days allow users to review

social feedback as part of an assessment, solicit input from others, evaluate and develop

employees in real-time and connect managers and employees to additional perspectives.

Expanded social recruitment capabilities allow recruiters to extend their reach through

social and job board integration (Bullhorn Reach Social Recruiting, social and third-party

job postings, LinkedIn profile merging), configurable question library, CARCO bi-directional

background check integration and improvements to knock-out logic and candidate scoring.

Enhanced Reporting and AnalyticsBuilding on SumTotal’s world-class predictive analytics capabilities, Talent Expansion Suite

delivers an expanded data model and visualization capabilities with enhanced new cross-

platform advanced real time reporting for managers and administrators.

TM

Home Learning Performance Succession Compensation Hiring Workforce Collaboration Analytics

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My Team

Overview

Learning Compliance

Social Wall

Team Coach

Employee Comparison

Org Chart

Team OverviewOverview of team performance and progress

PERFORMANCE REVIEW STATUS GOAL STATUS REQUIRED LEARNING

Employee Search...

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Charlie WatersRegional Sales Manager

Start Date: 02/05/2003Performance: High

Underpaid High Performer

Award Merit Increase

!

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Adam ColeSenior Manager

Start Date: 21/07/2008Performance: Not Yet Rated

Risk of Adam leaving is high

3 overdue Tasks

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Jack DarrettManager

Start Date: 18/06/2007Performance: Not Yet Rated

One Development Task coming soon

2 Required Training coming soon

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Melissa PickensManager of Sales

Start Date: 10/11/2010Performance: High

Underpaid High Performer

Award Merit Increase

!

!

Employee Search...Direct ReportsDisplay Sort By

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EmPLOyEEs: Embedded widgets deliver contextual learning and social

connections at the point of action – within tools employees work in everyday.

maNaGErs: In-context coaching identifies potential issues and provides

managers with one-click access to the best action.

EXEcuTiVEs: A touch-optimized, graphical dashboard gives leaders easy-

to-consume context on their business to drive more strategic decisions.

Discover more about sumTotal Talent Expansion suite

Visit us at www.sumtotalsystems.com, contact us in one of our offices.

read about our new Talent Expansion suite release at www.sumtotalsystems.com/context-aware

Contact one of our offices: Corporate HQ: +1 352 264 2800 EMEA: +44 (0) 1189 315 777 APAC: +91 (0) 40 6695 000