Quarterly Business Partner Meeting Tuesday, April 13 th 2010 Dial-in Info: 888-288-9321 Passcode:...

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Transcript of Quarterly Business Partner Meeting Tuesday, April 13 th 2010 Dial-in Info: 888-288-9321 Passcode:...

Quarterly Business Partner MeetingTuesday, April 13th 2010Dial-in Info: 888-288-9321Passcode: 548317

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• Your lines have been muted to suppress all background noise.

• If you have questions, please select the chat icon in the lower left corner of the Web Conference page and type your question.

• We will answer questions at the conclusion of this presentation.

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Agenda• Sales Update

– YTD revenue– Insights

• Support – Quarterly Update– Abra SQL HRMS V10

• Development Partner Program • Marketing

– Q3 initiatives • Product Marketing

– Making the v9 upgrade an extraordinary customer experience– APA– SHRM

• Product Management Update– Legislative updates– v9 release updates – Product roadmap

• Training– Certification – Training Schedule

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Sales UpdateSally CraigSally.craig@sage.com239-841-2066 (cell)

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Year To Date Revenue

• Reporting Quarter

• Sage Abra– 1H FY10 100% revenue to budget

• Thank You !!!!

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Insights

• Denver May 17-20

• New Content, Format and Speakers

• Strategic

• Meet the Abra Team– Monday evening Cocktail Reception

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5 Business Reasons to Attend

1. Insights is the best place to:– Get a detailed look at the latest information for the products

you carry– Find out what’s in the product roadmap– Make connections– Learn.

2. Go Interactive with product workshops

3. Q&A session with key Sage executives.

4. Get the big picture with Sage's overall business strategy.

5. Don’t miss the Sage Exceptional Customer Experience workshop. 

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Insights 2010Featured Speakers & Keynotes

• Executive Keynote - – Sue Swenson, President and CEO, Sage North America– Monday, May 17 • 3:45 p.m.–4:45 p.m.

• The Business Opportunity Ahead– Jodi Uecker-Rust, President, Sage Business Solutions– Tuesday, May 18 • 8:30 a.m.–10:00 a.m.

• The Opportunity Ahead By Market Segment– Human Resource Solutions - Johnny Laurent, VP & GM of Sage

Employer Solutions– Tuesday, May 18 • 10:15 a.m. – 11:30 a.m.

• Closing Keynote—Q&A With Executive Team– Moderated by Jodi Uecker-Rust– Thursday, May 20 • 10:30 a.m.–12:00 p.m.

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Insights 2010Abra Sessions Not to Miss:• Partner Readiness

– What’s New in Sage Abra – HPT10– Winning With Abra: BP Discussion Panel on Competition – HPT13– The Opportunity Ahead: Sage Abra HRMS – HPT30– Presenting Sage Abra to the Market Place: Sales Process and

Demonstration Skills – HPT15-1&2– Extraordinary Customer Experience: Giving and Getting the Most From Your

Customers – HPT17– Sage Abra Employee Self Service and View Builder Functionality

Positioning and Selling – HPT16– Sage Abra Suite v9 Recertification – HPT28-1&2

• Expanding Our Reach & Response to Demand– Positioning and Selling Sage Abra With Development Partner Solutions –

HPT22– CompuPay, the Sage Outsourced Payroll Solution – HPT25– In-Depth Dive Into Sage Abra SQL HRMS – HPT27A&B– Recruitment and Appraisal Solutions for Sage Abra – HPT19– Introduction HR Actions Endorsed Solution for Sage Abra – HPT20– The Sage Payroll PayCard – HPT24

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SupportMary Encinia

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Support Introduction

Joe WardCustomer Support Manager727 579-1111 x53500Joe.Ward@Sage.com

Joe has  over 20 years of experience in the software industry. Joe has focused his career in several areas including operations, customer support, and sales with companies like Computer Associates and Proven Edge.  

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Quarterly Update

Period: Jan 1 to Mar 31, 2010

Abra Suite, Abra SQL HRMS (v7x, 8x, 10x)Call Volume: 16,983 (Incidents)Resolved on First Contact: 86.29%Customer Satisfaction: 4.48 (Max Value 5.00)

Quarterly Updates:State Legislative Changes:

HawaiiIndianaFlorida

Call Types: Balancing, Locating/Applying Update

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Abra SQL HRMS v10

Reach support team directly for: View Builder, SQL Payroll

Direct #800-829-0170 Customer number:99999999

One third Abra SQL HRMS customers have upgraded

Call Types: Setup/Installation/User Interface

Connection to DatabaseClient/Server Installs

Find FeatureFlow/Navigation

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Development Partner Program Update

Tom Tillman

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DPP Update• Sage KnowledgeSync Endorsed Solution

– We are taking orders and shipping SKS– Hands-on SKS training sessions at Insights (bring your

laptops)• SKS Alerts -- From Novice To Expert! (2 Parts)• SKS Alerts Workflow -- Advanced Event Design• SKS Alerts and Workflow -- Dashboard

– Next SKS webcast training June 15th

• Abra DPP Webcast Series– Thursdays at 200 pm ET – 10 DPP partners have presented– Last one is April 15th (Visibility Software, Wellspring)– Will resume scheduling after Insights– All the presentations are posted on PRO

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DPP-Related Insights Sessions• Recruitment and Employee Appraisal Solutions for

Sage Abra – HPT19– Visibility Software Cyber Recruiter– CMS iRecruit– Perryman Software PAM Performance Appraisal

• Delphia HR Actions – HPT20• CompuPay Outsource Payroll – HPT25• Sage Payroll PayCards (Motivano) – HPT24• Positioning and Selling Sage Abra With Development

Partner Solutions  - HPT22

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Marketing Update

Brian Wyatt

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Q3 Initiatives• Customer Marketing

– Leverage v9 release to excite/motivate customer base– Promote ESS functionality and benefits

• Reminder: Price Savings Promo expires 4/30/2010

– Initiate “Winback” campaigns – Sage Paycard promotions– Begin integrating DPP products into our campaign strategy

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Q3 Initiatives

• New Customer Acquisition Marketing (NCA)– Leverage v9 release to excite/motivate prospect base

• Continue to test targeting HR Generalist vs. HR Specialists– Televerde’ OBTM campaign

• Pilot program (performance based model)– HR focused Ad campaign

• Working with our corporate agency doremus– Monthly eNL nurture campaign

• Currently 7,000 records– Canadian calling campaign (Test)– Begin integrating DPP products into our campaign strategy

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Product Marketing Introduction

Mark Butje

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Upgrade to V9: Extraordinary Customer Experience

1. Achieve 100% customer satisfaction

2. Upgrade >50% of all customers within 6 months of introduction

Goals:

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Voice Mail to customers

Invitation to a web cast

Reminder eMail

Registration

Web cast

If not read or not clicked through

clicked through

Advise: Partner to contact customer

If not read or not clicked through

Not registered

Reminder+ iCalendar

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Web cast

• Thank you• URLs to V9 page

with video’s• URLs to training• Configuration

questionnaire

Schedule Upgrade withPartner

Short intro to new UIGlimpse of new functionalityUpgrade process

Evaluation survey

• Knowledge base• Install instructions• Testimonials

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Product Marketing Update

Nancy Tillman

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2010 Conferences

• American Payroll Association (APA) 28th Annual Congress – May 25-29, 2010– Gaylord National Resort & Convention Center, Washington,

DC

• Society for Human Resource Management (SHRM) 62nd Annual Conference & Exposition – June 27-30, 2010– San Diego Convention Center, San Diego, CA – Four Demo Stations featuring v10, v9 and v10.1 Beta

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V9 Collateral

• Product Feature Sheets 4/26 softcopy5/17 print (Insights)

• Pricing and Packaging Feature sheets now

• ESS Feature sheet now

• Solutions Overview CD 5/17 (Insights)

• Press release May

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Product Management

Jennifer Dungan

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Legislative Updates• Hire Act

– Notification sent – Highlights– Plans

• State Changes– Customer Alerts– Customer Support Guidance– Product Updates

• Continuing to closely monitor for upcoming legislative changes

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Abra SQL v10 updates

• Released in November 2009– Over 30% of customers have upgraded from V8 series to v10– Receiving positive responses

• v10.0 Service Release (SR)– Includes HR/Payroll integration improvements

• Performance• Ability to schedule sync

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V9 Release Updates

• Product Release on schedule• Beta close out this week• Final pass testing• Certification scheduled for 4/21/2010• Available for download 4/23/2010• Begin shipping to customers first week in May

– Staggered release over the summer

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Product Roadmap

• Abra Suite– V9.0 SR– V9.1 – Summer 2011

• Abra SQL– v10.1 – September 2010

• Payroll Enhancements• Canadian Payroll• Abra HR link to MAS 90/200 Payroll • Quality improvements and requested product updates

– V10.2 - Summer 2011

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Training

Michelle Hobbs

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Recertification

• Recertification required for Abra SQL v10– Includes

• New UI, v10 Release Briefing, View Builder and Dynamic Information Sharing, Exam

– Deadline of May 31st to take classes and pass exam

• Recertification required for Abra Suite v9– Includes

• New UI, v9 Release Briefing, View Builder and Dynamic Information Sharing, Installation and Upgrade, Exam

– Deadline of May 31st to take classes and pass exam

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Recertification• Suite v9 or SQL v10 recertification

– $300 for first employee– $150 for each additional employee

• Already completed SQL v10 recertification– $100 for Installation course and Exam

• Suite v9 recertification training at Insights– Purchase bundle online– Complete ATLs at your pace– Installation and View Builder training live at Insights

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Partner University

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Abra Training

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Upcoming Training Opportunities• Virtual Certification Course Offerings:

– Abra AWC Installation Certification Training• April 22 – 23

– Abra ESS and Benefits Enrollment Certification Training• May 3 – 4

• Classroom Certification Course Offerings:– Abra SQL HR & PY Certification in Dallas

• May 9 – 10 Abra SQL HR Certification• May 11 – 14 Abra SQL PY Certification

• Certification at Insights– Suite v9 Installation and View Builder with Dynamic Information

Sharing• Tuesday, May 18th – session HPT28 Part 1 & 2

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Summary

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V9 Key Readiness Schedule• Customer Web conferences

– Started 4/12– BPs and customers attending– 15 minutes long

• April 23rd – certified and in production; available for download• Partner certification – April – May

– Sign-up at Sage Partner University• Staggered shipping begins mid-May• Insights

– Sessions & certifications• Next partner call – July (watch for date in BP monthly newsletter)

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Questions