EROAD PARTNER PROGRAM. Adding value with technology
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1 EROAD PARTNER PROGRAM Adding value with technology
2 CONTENTS Welcome to EROAD 01 Partner Benefits 02 Plans and Pricing 03 The EROAD Solution 05 Tax Management 06 Compliance 07 Commercial 08 Client Benefits 09 Support, Training and Marketing 10 Terms of Agreement 11 The EROAD Advantage 12 Oregon Secretary of State Audit Report 13
3 WELCOME TO EROAD OVERVIEW Welcome to the EROAD Partner Program. Our company has established an enviable position as a trusted party of our motor carrier clients and the government agencies we work with across North America. Partnering with EROAD provides you with the opportunity to embrace and leverage innovative technology to generate better outcomes for your clients, while improving your business through a new and sustainable revenue stream. OUR COMPANY EROAD has set the standard as the first GPS vendor to offer a government-approved electronic highway tax solution. To achieve this EROAD built an entirely new kind of technology platform to support the commercial transport sector designed from the ground up to meet the highest performance, financial and security standards. TECHNOLOGY Technology creates opportunities to modernize, simplify and improve compliance and record keeping. Increasingly, carriers are motivated by savings from reduced paper work and office costs, through the adoption of technology solutions to support and improve their administrative obligations. PRODUCT AND SERVICES EROAD uses one advanced technology platform to deliver electronic tax, compliance and commercial services. This arrangement delivers an outstanding ROI for clients who benefit from a wide range of services, and from the confidence that their technology provider is able to meet all their business requirements, both now and in the future. PARTNER OPPORTUNITY EROAD offers service partners the opportunity to provide a new range of innovative services that will appeal to clients looking to use technology to add value to their business. Change from being a service provider who processes paper to the trusted advisor who generates value for carrier clients. THE EROAD DIFFERENCE A key to EROAD s success is its core competency and ongoing investment in design, product development, manufacturing and operations to maintain its technical leadership and competitive advantage. EROAD gives you a point of difference that s affordable and maximizes the value your business delivers. 01
4 PARTNER BENEFITS WIN WIN In a highly competitive industry it is important to take advantage of every opportunity to improve customer service, productivity and profitability. Partnering with EROAD provides you with the opportunity to use technology to add value to your clients and generate additional revenue for your business. REVENUE OPPORTUNITY When your clients become EROAD clients you have the opportunity to generate a new and sustainable revenue stream for your business. You can bundle EROAD with your services to improve your client experience and encourage customer loyalty and lock-in. FUTURE PROOF When you partner with EROAD you are choosing more than a product or service, you are choosing your technology partner for the future. EROAD has set the standard as the first provider to offer a government-approved electronic highway tax solution. Let us assist your business to become a technology resource and the local specialist for your carrier community. ONE PLATFORM EROAD offers a better customer experience by developing and providing the complete solution from hardware to software and services. EROAD is the only vendor that has built and operates a single technology platform to support highway taxes, IFTA, IRP, HOS and commercial services. ADD VALUE NOT COST Paper-based processes are costly and risky for you and your clients. EROAD enables your business to spend less time finding, sorting and filing data, and more time analyzing and providing strategic solutions for your client. UNLOCK THE DATA EROAD s advanced hardware and software applications generate and capture rich datasets on your clients operations. Our reporting toolset is designed to be highly intuitive, interactive and visual. Whether you want to investigate highlevel trends or focus on specific areas of operation, we make it easy to make sense of the data and generate the intelligence you need to advise your clients to make the right business decisions. Dave Gray, President of Glostone Trucking Solutions commented: I am extremely impressed with the accuracy, reliability and ease of use of the EROAD in-cab technology system. We prepare road use taxes for hundreds of carriers and work with data generated from a number of other on-board systems. EROAD is the only system independently tested and approved by the State of Oregon for tracking distance and weight group configurations used in the payment of its Oregon WMT. I would recommend the EROAD solution to any carrier requiring accurate distance data for tax reporting and record keeping as part of their in-cab technology solution. 02
5 PLANS AND PRICING THE OPPORTUNITY EROAD provides service partners the opportunity to offer a new range of innovative solutions that will appeal to existing and new customers looking to use technology to add value to their business through more effective tax management, improved compliance and better commercial outcomes. By jointly delivering services to generate positive business outcomes for carriers, you will strengthen customer relationships and create additional revenue opportunities. SERVICE PLANS EROAD offers three Service Plans to best meet your customer s business requirements. Whether carriers simply need to improve visibility over their fleets with real-time vehicle tracking, or are looking to enjoy all the benefits provided by our comprehensive range of user-friendly tools and reports, EROAD has a Service Plan to suit their business requirements. All the EROAD Service Plans are based on a rental offer whereby hardware costs and service fees are combined into one convenient monthly subscription for your customers. HOW IT WORKS EROAD offers two business models to work with partners to suit your particular requirements and provide the flexibility to best support your customers. 1. Sales Opportunity As EROAD s Partner, your business promotes and sells, on EROAD s behalf, EROAD products and services to their customers. Partners can choose to bundle the EROAD offer with their existing services and bill, and collect money from, their customers. Alternatively EROAD will bill, and collect money directly from, the Partner s customers for EROAD products and services. Your business will receive a recurring monthly commission payment according to how many units have been allocated to your individual customers and according to the Pricing Plan chosen by your customers. 2. Referral Opportunity As EROAD s Partner, your business promotes EROAD products and services and introduces their customers for EROAD to make referral sales to. EROAD will bill, and collect money from, customers for EROAD products and services. Your business will receive a one-off referral fee according to how many units have been allocated to your individual customers and according to the Pricing Plan chosen by your customers. SERVICE PLANS COMMERCIAL COMPLIANCE PREMIUM PRICING $ per vehicle $ per vehicle $ per vehicle Complete hardware and service price (36-month rental plan) $35 x 36 month $39 x 36 month $58 x 36 month Partner Commission Sales Opportunity $6 x 36 month $8 x 36 month $10 x 36 month Partner Commission Referral Opportunity (one-off) $35 $50 $65 PRODUCTS Fuel Tax Reporting (IFTA) - Weight Mileage Tax - Electronic Hours of Service - DVIR - Service Module - Single Trip Permit - Tax Exempt Miles - Real-Time Vehicle Tracking - Fleet Management and Reporting - 03
6 We initially installed EROAD for the weight mile tax solution. Since then we re using EROAD for so many other purposes including managing idle time, improving preventative maintenance and tracking time on job sites. It really is as easy to use as you say it is. Brian Young Equipment Division Manager Baker Rock Resources 04
7 THE EROAD SOLUTION Operating a trucking company is a complex and demanding task. EROAD s solution gives you and your clients the opportunity to take control of tax and compliance obligations, support a safety-focused culture, and better support business outcomes. HOW WE DELIVER EROAD s service model is simple, competitive and highly effective The secure hardware device, the Ehubo, is installed in the cab. This device measures distance traveled with a high degree of accuracy, and also captures location, route and operational data from the vehicle. The Ehubo is designed to operate at a wide range of conditions, consumes little energy, and can be installed in any vehicle regardless of make, model or age The Ehubo records, stores and continuously transmits encrypted data via the cellular data network to our web-based application called Depot where users access information and services online. Depot allows you to view and monitor vehicles in real time from any web-enabled device. Depot is home to a range of powerful tools and insightful reports, all designed to help carriers better manage and control their operations. Depot is hosted on cloud infrastructure, offering unparalleled performance, redundancy and security. All data and reports are stored for five years, allowing carriers to effortlessly meet statutory requirements around record keeping. EROAD backs up its services with comprehensive customer care. This includes a user-friendly help website with searchable topics, FAQs and online training videos. Our customers receive all product and service updates automatically with no action required. EHUBO - Electronic distance recorder - Internal and external sensors - Cryptographic module - Tamper-evident - Distance, time and location GPS Data Global Cellular Data Network EHUBO GATEWAY AWS secure cloud hosting and storage TRANSPORTATION AGENCIES DEPOT TAX MANAGEMENT COMPLIANCE COMMERCIAL Banking/credit cards DRIVERS PARTNERS - Weight-Mile tax - Highway taxes - IFTA fuel tax - Tolling - Payment gateway - ELS/ELD - HOS - IRP - Permit - Maintenance - Record keeping - Driver health User Support - Tracking - Overspeed - Idle - Fuel - Messaging - Analytics - Utilization Value-added services Infrastructure (cloud) Digital maps Web services Communications Analytics Internet THIRD PARTY SYSTEMS WEB PORTAL CARRIERS 05
8 TAX MANAGEMENT TAX MADE EASY EROAD has developed a comprehensive range of tax services to support partners and carriers to better meet their tax filing and record keeping obligations. The EROAD application supports mileage, location and fuel-based taxes, and automatically captures supporting data, identifies exempt miles, and calculates taxes owed. Visibility and control over tax obligations allows carriers to optimally manage their tax obligations to reduce liabilities and help eliminate accidental non-compliance which translates into improved cashflow and less stress for drivers and managers. PAY LESS TAX The EROAD system automatically and accurately tracks and records vehicle locations and determines taxable, exempt and out-of-state miles. EROAD has developed a proprietary electronic map layer, supplemented by a sophisticated geofence tool, to support accurate and auditable exempt mile calculations. The EROAD tax management solution can deliver significant and on-going financial savings for carriers and improves the service that your business provides. RECORD KEEPING The EROAD solution reliably and accurately captures and generates the records and reports required to meet regulatory requirements. Distance, trip, location, vehicle activity, fuel, IFTA, IRP, highway tax and HOS reports and data are automatically formatted and stored for a period of five years before archiving. This means partners and carriers avoid the cumbersome requirement to collect and warehouse both electronic and paper records. AUDIT READY The EROAD solution is underpinned by a comprehensive set of internal and external controls, and carriers are alerted to potential omissions and errors in their data. The EROAD electronic tax solution means partners and carriers can rest easy confident that data, records and tax returns are complete, accurate and able to withstand the scrutiny of an external audit. 06
9 COMPLIANCE SAFEGUARD THE BUSINESS Creating a safe workplace is a key goal for all carriers who recognize that driver error, fatigue, speed and mechanical failures are major factors in crashes. Driver conduct can also be the difference between business success and failure. Driver performance also has a major influence on fuel consumption, which is the number one cost for carriers. DRIVER VEHICLE INSPECTION REPORTS EROAD s electronic DVIR solution helps guide drivers through vehicle inspections and share the results so carriers can proactively manage their vehicles. Based on an intuitive application that works with an Android mobile device, the EROAD DVIR supports drivers to electronically complete and submit pre- and post-trip DVIRs to expose the information in a timely way for carriers to better manage their fleets. SERVICE MODULE Accountability and transparency around vehicle maintenance is an essential part of operating a successful transport operation. EROAD s comprehensive Service Module is designed to help carriers manage and control vehicle maintenance and repairs, and ensure compliance with company, regulatory, and insurance requirements. Scheduling periodic and systematic vehicle inspections helps to keep on top of the health of fleets and avoid unexpected repair bills. ELECTRONIC HOURS OF SERVICE EROAD s electronic logging system (ELS) solution is delivered using a mobile application that works with any Android mobile device. The application enables drivers to capture duty status and generates automatic alerts about rest breaks and potential HOS violations. Driver HOS logs are uploaded and shared in real time, which allows the dispatcher to easily monitor driver hours and fatigue status via the online Depot platform. All HOS records are archived to support regulatory requirements. EROAD s electronic HOS solution will support carriers to eliminate common violations and support CSA ratings. ELECTRONIC LOGGING DEVICE Innovation drives us at EROAD. We have a strategic roadmap for delivering a compliant electronic logging device (ELD) solution that will satisfy the forthcoming FMCSA mandate. By integrating the EROAD electronic logging system with the EROAD in-vehicle hardware, carriers will have a complete and cost-effective ELD solution. The EROAD ELD architecture avoids the requirement to purchase and support additional in-vehicle hardware, and it overcomes all the shortcomings associated with legacy AOBR solutions. 07
10 COMMERCIAL COMPETITIVE EDGE EROAD s intuitive and advanced commercial services offer greater operational transparency and enhanced control. Carriers benefit from lower fuel and maintenance expenditure, additional payloads, improved billing, lower vehicle emissions, better security and higher profits. Rich data sets and powerful analytical tools provide unprecedented insights and opportunities to generate additional operational improvements for partners and carriers. IMPROVE PRODUCTIVITY EROAD has developed a world-leading fleet tracking solution that gives carriers better operational transparency and enhanced control. Real-time and historical vehicle information is displayed on our digital maps, supplemented by a wide variety of tools and reports. All important information can be seen on one screen on any web-enabled device, and multiple business units can be easily managed with secure data separation maintained between organizations. EZFUEL EROAD s intuitive and powerful EZfuel application helps carriers to manage fuel transactions, identify trends and understand fuel consumption and performance across fleets. The EZfuel application supports fuel tax compliance and assists partners and carriers to meet their IFTA record keeping obligations. Fuel transactions can be entered using the Ehubo hardware or by uploading fuel data. FOCUS ON SAFETY The driver is a carrier s most important asset. Accountability and transparency around driver behavior supports compliance with company, regulatory, and insurance requirements. The EROAD Over Speed Reporting tool provides a record of vehicle speeds against posted speed limits. In addition carriers are able to isolate high-risk areas such as dangerous corners, black ice roads, and school zones with EROAD s innovative Virtual Speed Camera. EZMESSAGE EROAD s innovative messaging solution enables carriers to stay connected with their fleet using the Ehubo hardware that sits in the vehicle. EZmessage is a cost-effective way of communicating as it eliminates the need for additional data plans and the need for third-party hardware and obsolete data terminals. 08
11 CLIENT BENEFITS THE BOTTOM LINE EROAD s primary goal is to develop and provide technology based solutions that optimize tax obligations, generate savings to carriers in operation costs, increase carriers ability to comply with state and federal regulations, and enhance operational management controls. Concerns around accidental non-compliance and audit means that many carriers over-pay their fuel and road tax obligations. This situation is compounded by paper trip records and even GPS data that does not capture sufficient source data for carriers to easily and accurately estimate tax exempt miles and record trip locations and state crossings. The EROAD system one solution to deliver a powerful set of tools to take control of tax, compliance and operational issues will transform your clients businesses. The complete package to deliver an outstanding ROI for your clients. No other vendor comes close. It has cut our time processing the WMT and IFTA filings, in turn freeing up staff to be more productive in other areas. We are also claiming benefit and savings on offroad miles that we now include in the reports, that is saving us money. We pride ourselves on the safety and reliability that our company provides and with EROAD it is without a doubt the best way to keep the company moving forward in the future, also saving time and money along the way. Dennis Weissenfluh President, Phase II Transportation 09
12 SUPPORT, TRAINING AND MARKETING EXPERT KNOWLEDGE EROAD has one of the world s most advanced technology R&D centers in the transport area. Our team are experts in the fields of in-vehicle hardware, online services and payment, integration, data analysis, security and cloud infrastructure. We know our partners understand transport compliance. Together, a partnership model provides an unprecedented opportunity to add capability to your business and unlock value for your clients. HELP DESK EROAD offers a help desk to ensure clients get the most of the EROAD solution. Support queries can be submitted through our website and help is available via or on the phone. Clients and partners have access to EROAD s extensive help website, which includes searchable topics, FAQs and online training videos. INSTALLATION EROAD recommends the use of a professional automotive technician to install the Ehubo in the vehicle. Alternatively the EROAD in-vehicle hardware is easily installed and many clients undertake their installations using their in-house workshops. EROAD has a team of trained technicians and installers available to support client installations. MARKETING A range of local and national marketing activities are available to support partners to promote EROAD to their clients. Your EROAD Partner Manager will discuss with you how to best create a marketing program that is best suited to your business environment and target clientele. EROAD is an active participant in many transport forums and a frequent exhibitor at industry trade and regulatory shows. TRAINING EROAD provides an extensive range of on-line training materials and videos to assist partners and their clients to set up and operate the extensive range of tax, compliance and commercial products provided by the EROAD platform. 10
13 PARTNER AND EROAD TERMS The parties will cooperate, and act in good faith, to establish and maintain a commercially successful Partner relationship. The parties will use their best endeavors to promote the goals of the Partner Program and agree to the following terms: PARTNER OBLIGATIONS The Partner agrees to: accept the Partner Terms of Agreement assign a Partner representative to manage Partner relationship actively promote EROAD Product and Services introduce customers to EROAD and assist EROAD in concluding a sale with the customers on EROAD s terms and conditions sell EROAD Products and Services on EROAD s terms and conditions work with EROAD to prepare collateral and materials that market and promote EROAD Products and Services follow EROAD s brand and style guidelines when promoting EROAD Product and Services share any relevant industry knowledge and undertake marketing activities to support the joint commercial goals keep confidential and not disclose or use for its own benefit, any confidential information relating to the EROAD business or customers. EROAD OBLIGATIONS EROAD agrees to: assign an EROAD representative to manage Partner relationship pay the Partner a one-off referral fee or pay the Partner a monthly commission fee depending on which opportunity the Partner signs up to work with Partners to prepare collateral and materials that market and promote EROAD Products and Services provide a Partner website and log-in provide access to support and training services share any relevant industry knowledge and undertake marketing activities to support the joint commercial goals keep confidential and not disclose or use for its own benefit, any confidential information relating to the Partner business or customers. In collaboration with the Oregon Department of Transportation, EROAD has published a case study on the introduction of electronic weight-mile tax services in Oregon. EROAD Founder and Senior Vice President Brian Michie co-authored the case study with ODOT Motor Carrier Transportation Divison Administrator Gregg Dal Ponte. The case study was prepared to assist policy makers in North America understand the process by which Oregon implemented the modernization of their paperbased road taxing regime, and the procurement of EROAD s service. 11
14 THE EROAD ADVANTAGE INNOVATION AND INTEGRITY EROAD has established an enviable position as a trusted party of our carrier clients and the government agencies we work with across North America. To achieve this EROAD built an entirely new kind of technology platform to support the commercial transport sector designed from the ground up to meet the highest performance, financial and evidential standards. EROAD is aligned with, and meets or exceeds, internationally accepted control objectives and practices for privacy, security and information systems, including Common Criteria, FIPS140-2 (Level 3), ISO and United States Government Accountability Office Audit and Security Guidelines. Our commitment to meeting strict technical and security requirements translates into high service levels and security for your records and data. System performance and redundancy is a key focus, and we achieve and industry-leading 99.9% service uptime. EROAD is trusted to undertake integration with government agencies to enable us to electronically retrieve records and to complete transactions on behalf of customers. This is a great example of how state auditors can help government and business use cutting edge technology to save money and improve performance, said Secretary of State Kate Brown. Secretary Brown praised ODOT Director Matt Garrett for seeking the audit before deciding to partner with the New Zealand-based EROAD, Inc. Too often, auditors are brought in because something has gone wrong. Director Garrett s decision to have auditors review a pilot project before the state entered into a partnership demonstrates just the kind of innovative thinking we need in government. Kate Brown, Governor of Oregon APPROVED FOR BUSINESS The EROAD solution has received an independent unqualified opinion by the Oregon Secretary of State Audit Division. The purpose of the comprehensive performance audit was to provide carriers and the Oregon Department of Transportation with an independent assessment of the EROAD electronic highway tax solution. The state government audit concluded that the EROAD technology platform was accurate and reliable, and reduced the burden of record keeping by helping carriers prepare and submit tax reports. The independent audit also found that the EROAD data, reports and records were more accurate than the paper-based records compiled and filed by carriers. 12
15 OREGON SECRETARY OF STATE AUDIT REPORT 13
16 INNOVATION AND INTEGRITY EROAD 7618 SW Mohawk Street Tualatin, OR EROAD PROUD MEMBER OF eroad.com
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