OASIS The New Wave of Enterprise Software. Simplifying your business

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1 OASIS The New Wave of Enterprise Software

2 Technology at work for you OASIS is built on an open source technology platform that is coupled with power of a commercial solution backed by a team of forward-thinking, experienced account executives, engineers and customer success managers. Flexible Solutions Benefits of OASIS: OASIS is comprised of six different product suites normally. However, OASIS can be customized to fit your business needs by adding or subtracting the suites needed. Below is the six different product suites. Streamlining processes and workflows Reduce redundant data entry and processes Share information across all departments Establish uniform processes that are based on recognized best business practices Improved workflow and efficiency Improved customer satisfaction based on improved on-time delivery, increased quality, shortened delivery times Reduced inventory costs resulting from better planning, tracking and forecasting of requirements Provide a consolidated picture of sales, inventory and receivables Supports upper level management by providing more actuate information for decision making Better financial reporting Improved marketing efforts and reach more potential customers increasing sales opportunities Business Analytics Suite by Intellitek Enterprise Manger Suite by Intellitek Sales (CRM) Suite by Intellitek Marketing Suite by Intellitek Financial Suite by Intellitek Service Suite by Intellitek In the next few pages, we will look at each suite and the benefits that come with each one.

3 Sales Analytics by Intellitek This is a tool for performing powerful and accurate analysis of sales data. Key features include: Business Analytics Suite by Intellitek This suite provides you with all of the resources and reporting needed to maintain your business. Business analytics can be provided for any of the key areas for your business and can be drill down to the level your business requires. This suite is comprised of several different modules. Benefits for the Business Analytics Suite: Disseminate information Provide consistency Consolidate data from multiple sources Increase data quality Facilitate analysis Enable discovery Improve management Perform win-loss analysis: Identify the key issues that are costing you sales deals and stay on top of past and emerging competitive trends Easily perform pipeline analysis and take action where needed to make quota Analyze your company s key performance indicators Determine which products and customer segments produce the most revenue Understand which competitors your company positions against most often and how to win business form them Identify up-sell and cross-sell opportunities within existing accounts Executives and managers can receive alerts when territory performance drops below weekly targets, enabling them to take appropriate action Marketing Analytics by Intellitek This is a tool for understanding past marketing performance and improving future results. Key features include: Increase profitability by gaining insight into the features of a good account/bad account, accurately foresting sales and revenues and perform customer risk analysis Increase third-party sales by monitoring channel partner effectiveness Reduce customer attrition by knowing the reasons for lost sales and by designing win-back strategies Offer summary reports and graphs showing total costs, total profit and other metrics by offer, product, channel, time period, campaign, offer group or offer sub-group Service Analytics by Intellitek This tool is a service dashboard that provides real-time access to the information driving your company s service organization for customers. Financial Analytics by Intellitek Gain greater insight into the profitability of your operations. This can give you the power to identify successful area of your business, but more importantly, it can help you identify weaknesses and area of opportunity before it is too late. This tool provides decision-support by helping your team answer questions like: How much does it cost to serve my customers? Which customers, products, or channels are the most profitable? Where are the best opportunities to reduce cost? What products or services should we invest in?

4 Benefits for the Enterprise Manager Suite: Better efficiency in delivering services Improved customer satisfaction Increased risk assessment Better job of managing time and meeting deadlines Productive, collaborative workforce Collaborate with suppliers, vendors and partners by providing real-time visibility Anticipate demand with better accuracy to maintain sufficient inventory levels Increased worker productivity Enhanced precision in production floor processes Eliminate costly excess inventory Easier for businesses to monitor product defects and problems Fulfill orders faster Allow customers to track their own order and delivery status Lower your shipping costs Enterprise Manger Suite by Intellitek This suite provides you with the resources to help manage a variety of functions. For the manufacturing, retail and wholesale businesses, this suite includes inventory, production and fulfillment. For businesses in construction and professional services, there is project management. Inventory Management by Intellitek This tool helps to provide real-time data on inventory levels and keep your business to run lean operations. Key features includes: Quickly get real-time inventory data to see how products are trending Report cost by weight, value or quantity Allocate and track inventory, including open back orders Easily manage inventory by updating, tracking and/or transferring Production Management by Intellitek This tool helps to streamline processes and help with time management of the production floor. With this tool you can create and find production runs and provide visibility to the production schedule. Fulfillment by Intellitek This tools provides a more efficient managing and tracking of all your shipping needs. This tool helps automate time laden tasks by providing up to date shipping rates, allowing bulk fulfillment and printing shipping labels. Project Management by Intellitek This a tool to help provide a clear picture of a defined project by managing the activities in the planning and organizing. This tool will help to control resources and procedures to increase the success of the project and reduce the time and cost. Streamlines and automates project planning by establishing timelines with milestones, budgets, due dates, deliverables and interdependencies Create a realistic pipeline that reflects budget and available resources Track all billable hours and expenses

5 Forecasting by Intellitek This is a tool for creating, viewing and distributing accurate sales forecasts. Key features include: Sales (CRM) Suite by Intellitek Comprised of several modules, this suite will help your sales team execute your strategy by creating accurate sales forecasts, manage compensation programs, manage sales leads and opportunities, and create accurate reports of sales performance and key metrics. View existing sales data and accurately predict future revenue based on your sales processes Manage revenues by account, opportunity, product line, project, partner, division, organization or employee Use reports generated from this tool to create more accurate budget models Incentive Compensation Manager by Intellitek This is a tool for setting quotas and allowing employees to view quota attainment and commissions earned. Key features include: Set quotas and goals that encourage sales professionals to strive for reaching business objectives Allow sales reps, partners, and value added resellers to view commissions via a Web-based portal Display corporate objectives and enable authorized users to create sales quotas Lead Manager by Intellitek This is a tool for efficiently distributing sales leads based on a company s business rules. Key features include: Sales teams can be more organized and efficient with their sales process Pre-qualify leads based on data captured via your Web site or sales staff Team leaders and manager can get a better snap shot of their teams efforts Benefits for the Sales (CRM) Suite : Share all available data throughout the organization Increased Customer Satisfaction Better Customer Retention More new business More loyal customers and repeat business More administrative support Improved capture of sales leads Increased revenue and profits Opportunity Manager by Intellitek This is a tool for managing sales opportunities from a single, Web-based portal. Key features include: Monitor product level data on every sales opportunity in your pipeline, including, quantity, price, quoted price, and product codes Track opportunity milestones, decision makers involved, partners involved and competitors involved Monitor probability of close for each opportunity in the pipeline Quote Manager by Intellitek This is a powerful application that helps users easily create, validate and manage customer quotes. Quotes can be managed across all customer channels including field sales, inside sales, e-commerce, and strategic partner channels. They support complex pricing and product configuration, quote approval and checking availability. Order Manager by Intellitek With this tool, you can quickly convert the quote to an order by verifying the credit/ payment information and final check of availability of product. This gives your company peace of mind knowing that the order is complete, valid, and accurate before being delivered to your customer. or

6 Campaign Manager by Intellitek This is a solution used to create and manage marketing campaigns that deliver desired results. Key features include: Marketing Suite by Intellitek Reach out to your customers in a whole new way with this suite by creating and managing different marketing campaigns. This suite will help you to increase campaign effectiveness and ROI by determining the best offers for individual customers and delivering powerful insight. Benefits for the Marketing Reduce time and effort spent managing marketing campaigns Personalize messages More efficiently track sales and user engagement Increased customer retention levels Identify real customers Establish brand recognition Increase productivity with a Web-based portal that enables to plan, manage and track marketing efforts and activities Improve marketing results and response rates with campaign triggers that help to know when to launch and send marketing messages Reduce costs by tracking cost of each activity and have costs automatically routed to the appropriate person for approval Customer Modeling by Intellitek This is a solution that provides businesses with the information on their customer s needs to successfully and profitably manager customer relationships. Key features are: Market to customers most loyal to the company and most likely to purchase Increase revenue by knowing who to target and when to target customer with cross-sell and/or up-sell opportunities Increase customer loyalty by rewarding the most profitable customers Reduce customer attrition by sending personalized marketing messages Internet Marketing by Intellitek This is a tool using the Internet as an effective and profitable marketing vehicle. Key features include: Create better campaigns and increase response rates by sending personalized online communications. Improve customer satisfaction and loyalty by offering customer support via the Web Drive more revenue and increase profitability by converting online prospects into buyers Marketing Optimizer by Intellitek This is a tool empowers marketers to increase campaign effectiveness and ROI by determining the best offers for individual customers and delivering powerful insight into the implications of business constraints, including channel capacity and contact policies. Key features include: Solve a wide range of business objectives to maximize or minimize virtually any business goal e.g. maximizing profit, minimizing marketing cost, achieving sales volume goals, and maximizing revenue and account balance Easy to use interface: Easily navigate through the optimization process using wizards for frequent tasks and for integrating with other Intellitek Marketing Suite solutions Scenario analysis: Analyze the effect of each constraint on the overall objective Conduct strategy: Manage contacts to avoid over or under-contacting customer by specifying: How many offers to assign to each customer or household across the planning horizon? Number of offers during any rolling time period Number of offers from a group or subgroup Blocking policies (if you make Offer A, then cannot make Offer B for three weeks

7 Accounts Payable by Intellitek Whether a supplier prefers electronic funds transfers (EFTs), drafts, or paper checks; this tool supports individual payments terms and ensures the recognition of preferences. You can access account balance and total purchase information by supplier and use this valuable information to leverage your organization s purchasing power for better terms and conditions. Key features include: Financial Suite by Intellitek This suite is a complete package to manage all of your organization s accounting, bookkeeping, and financial management needs. The system can integrate with your current accounting package, or completely replace it. Included in this suite you will see accounts payable and receivable, budget/ planning, general ledger, and payroll. Support shared service centers with multi-org access Support global accounting and tax requirements Automatically create supplier records from external sources Manage suppliers, including merge and purge functionally Import invoices from Intellitek and non-intellitek products Provide self-service inquiry of invoice and payment status Specify unique business rules for invoice routing and approval Centralize non-invoice disbursement requests Pay on receipt or advance shipment notice Automatically create debit memos for returned items Match credit and debit memos to purchased orders Generate electronic payments in EDI, XML, or other standard global formats Invoices can be selected for payment based on business reasons such as discovery maximization Accounts Receivable by Intellitek Key features of this tool include: Benefits for the Financial Suite : Greater control over accounting and financial data Helps interconnect and gain access to different areas of finance Ease of access and safety of information Aids towards the efficient management of funds Operational flexibility Eliminate many hours of manual work and human errors Unlimited queries: build and store unlimited number of queries to target and view customers that meet user-defined criteria, such as balance notes, customer credit, and payment history Automated Customized Customer Letters: Integration with your local computer s word processor lets you tailor collections letters and automate printing and faxing of collection letters, s, statements, and invoices to customers with the push of a button; customize by customer and days overdue Tailored overdue notices: send customized notices to customers tailored to their overdue status Automatic updates: automatically remove customers who have made a payment and add customer with newly overdue payments. Instant customer information: respond to customer inquiries with instant access to pertinent information Workload management: assign customers to a specific credit manager to divide and manage the collections workload

8 General Ledger by Intellitek This tool provides a flexible foundation for your financial operations that automates accounting processes and enables you to respond quickly to change. This integrates financial information in real-time from throughout your business and helps you meet the financial consolidation and reporting needs of a complex and changing business environment. Key features include: Purchase Order Manager by Intellitek Tightening purchasing control with better purchase order management can help your company save time and money. This is a customdesigned and developed to help your financial team efficiently enter, process, and manage purchase orders. Excel-based budget templates: easily create default budget templates complete with accounts, descriptions and default amounts in MS Office Excel and then export and import budget to and from Excel through an interactive wizard General ledger reports: improve advanced financial analysis capabilities by modifying existing General Ledger financial reports or creating new reports with unit-account information, comparative analysis, and complete graphical support System-wide information access: find and analyze the exact information you need through General Ledger s seamless integration with other applications Copy General Ledger Entries: reduce data entry and increase accuracy by copying an existing general ledger transaction and use it as the basis for new transactions Void/Correct General Ledger transactions: quickly void or delete un-posted transactions, back out or reverse posted transactions, and post corrected entries all with full audit control Mark General Ledger accounts inactive: maintain precise control with the ability to mark posting and unit accounts inactive at any point in time (with or without balances) Account level security: filter account views based on access granted for accounts, increasing security and eliminating errors caused when entries are made to inappropriate accounts Requisition Manager by Intellitek Help increase control and visibility over your entire purchasing process, reduce paperwork and automate approval processes. This tool can enter purchase requisitions online for manager approval and automatic transfer to Purchase Order Manager. Payroll by Intellitek Managing payroll in a timely, accurate manner is an absolute business requirement. This tool assists in controlling workforce costs and ensures your people are paid on-time and according to your compensation rules. Payroll Manager by Intellitek integrates with other components of Financial Suite by Intellitek to deliver a data-driven solution that empowers you to define and manage your unique payroll requirement in a way that is compliant with business policies. Key features include: Create unlimited earnings and deductions and handle multi-organizational processing, using a Common Paymaster Use direct deposit functionality and check printing capabilities Maintain tax filing and record keeping since Payroll Manager calculates federal, state, provincial and local tax requirements Establish garnishment rules to meet regulatory requirements and address your individual requirements Use standard or custom payroll reports such as deduction registers, tax reports, deductions in arrears, employee earnings and more in

9 Service Suite by Intellitek There are seven modules in this suite. These modules help you manage customer support cases and issues, customer service scripts, and help desk/service department functions. This is a complete package of personalized service and customer relationship management applications customer designed to manage all of your company customer care needs. You can even create accurate reports that provide detailed information on customer satisfaction rates and other service metrics as well as customer service representative productivity metrics. Best Customer Service We know you want to take care of your customers and so do we. At Intellitek Systems customer service and support is very important to us. We provide you with a single point of contact for all of your service needs and technical questions 24/7 for as long you are doing business with us. Case Management by Intellitek This tool empowers agents to capture all relevant information about each incident and track progress as it s handled by support staff. This ensures your ability to meet and even exceed your customer s service expectations while helping you drive down contract enter costs at the same time. Response Management by Intellitek Today s customers expect top-notch service across all service spectrums. This has grown to include the Internet and . With this tool, you can seamlessly and automatically send out personalized responses to customer inquires and service issues. Scripting by Intellitek Business process management can lead to greater efficiency and enhanced quality. This tool will help you to do that by helping you better manage the communications of your front-line employees. Self-Service by Intellitek This lets customers and sales personnel enter and manage orders via the Internet. Improve quality of service by empowering customers to place track and change orders, check availability, request support, and check status of tickets all from your Web site. Help Desk by Intellitek Running an efficient help desk helps minimize downtime and maximize technology availability while enhancing employee productivity. You can employ skills-based routing to automatically identify the best-suited agent to manage the trouble ticket. Agents also have access to a central repository of diagnostic tools such as troubleshooting scripts, problem solving techniques, and agent-recommended solutions. Knowledge Base by Intellitek An advanced knowledge base can make your service agents more efficient and accurate while improving customer service levels. This is a robust, self-learning database of frequently asked questions, service issues and resolution data and more. Solution Advisor by Intellitek This provides your customer service professionals with a searchable repository of known issues and associated fixes, allowing reps to better resolve issues on first contact and reducing the need for expensive follow up calls for technicians. Ability to solution details on request When used with Self-Service by Intellitek and Knowledge base by Intellitek you can extend your knowledge base of known issues and fixes directly to your customers through a Web-based portal

10 WEB SOLUTIONS Intellitek Systems can also provide Web solutions to companies with no internet presence to updating or creating a new look for companies already out on the Web. Software as a Service (SaaS) CUSTOM SOLUTIONS No two companies are alike and we at Intellitek Systems want to understand your business by assigning an account executive and a customer success manager to you. These individuals will ask important questions through a needs analysis so we can modify and structure OASIS to best compliment your business. With OASIS being a SaaS solution, we can help to make our software more affordable to the smallest of business to the largest. Some of the top reasons that businesses are moving to cloud based systems are: Lower total cost of ownership Reduces the cost and effort of upgrades Lower up front costs Not having to worry about it being housed on site Not having to worry about building IT staff Faster implementation A few reasons that make OASIS a unique SaaS solution is that each customer has their own dedicated server that has triple redundancy and % up time guaranteed. Study through Aberdeen Group The Aberdeen Group has done various studies proving the importance and benefits of a system like OASIS. They stated in one of their articles, It is clear that ERP represents an important investment for any size company. Companies of all sizes should expect a substantial, measurable payback. The timeline for this payback is typically measured in years although 21% of our Best-in-Class achieved 100% payback on their investments within one year and the majority (60%) achieved it within three years (ERP: Is High ROI with Low TCO Possible? page 9).

11 Notes

12 Intellitek Systems was started July 7, 2008 in Fort Wayne, Indiana. The company was founded on the premise of delivering the power of ERP software to small and mid-market companies by maximizing customizability to meet the unique needs of SMBs while keeping costs low. The initial development cycle lasted approximately 18 months before the Intellitek Systems flagship product OASIS entered beta testing. Nine companies throughout the Midwestern US and 1 in Australia were recruited as the initial beta users. After a successful beta program, all ten beta companies became paying customers in August of Since then, Intellitek Systems has ramped up its marketing efforts and on-boarded a number of additional satisfied customers. Intellitek Systems, Inc. 127 West Berry St. Suite 1112 Fort Wayne, IN toll free