Media Kit

We transform the way

organizations manage their most important asset - their people.

Company Overview 4

Executive Bios 5

Case Studies 7

Testimonials 8

Research 9

Published Articles 13

Advertising 15

Events 16

Memberships 17

Media Contacts 18

Content

3iSolved Media Kit

Media Kit

As the leading provider of human capital management (HCM) solutions, Infinisource’s technology, iSolved, transforms the way businesses manage their most important asset – their people.

Infinisource’s solutions and services have proven successful to customers nationwide, with over 1.7 million employees committed to the iSolved technology. Business from all industries, including manufacturing, construction, agriculture, health care, banking, hospitality, education and government, have found the iSolved solution helps them manage the entire employee lifecycle.

Infinisource was founded in 1986 and is headquartered in Charlotte, North Carolina, with division offices in Coldwater, Michigan, and Sandy, Utah, and satellite offices nationwide. As a nationally recognized leader of Human Capital Management technology solutions, Infinisource was recently named to the 2014 Inc. 5000 list of fastest-growing companies.

PayrollProcessing

Tax & Regulatory Compliance

Benefits Administration

Time and Labor

Human Resources Management

PRODUCTS & SERVICES

iSolved is cutting-edge HCM technology designed for small to mid-sized employers to manage everything from processing time and attendance and payroll to administering benefits and human resources.

Fast facts• 26+ years experience• SSAE 16• 400+ employees• Headquartered in North Carolina

MembershipsInfinisource, Inc. is a proud member of the following professional organizations:

• American Payroll Association • IPPA (Intl. Payroll Providers

Assoc.) • The Payroll Group• SHRM • Bellevue Chamber of Commerce• Better Business Bureau• Charlotte Chamber of Commerce • Idaho Chamber of Commerce• Inc. 5000• ITLMA (Independent Time & Labor

Management Association)• Salt Lake City Chamber of

Commerce• Seattle Chamber of Commerce • Utah Better Business Bureau

iSolved NetworkInfinisource has built a full Network around our iSolved technology, arming elite, high growth service bureaus with the game changing HCM solution customers are demanding, while leaving the bureau to provide the local service customers crave.

The iSolved Network is comprised of elite service bureaus who offer their customers the iSolved platform coupled with their local, exceptional service for a unique customer experience not found from any other solution in the HCM marketplace.

Infinisource has been a great partner. I have used their services for over 7 years with all my top clients. Their knowledge and expertise is outstanding.

I always feel at ease knowing that my clients have Infinisource as a resource to ask all their questions.

- USI Insurance

Infinisource has been a wonderful partner and our relationship has been wonderful! The staff is very knowledgeable, professional, courteous, and a pleasure to work

with. The transition to Infinisource was seamless and easy. Thank you for making my job a little easier!

-WVU Healthcare

copyright 2015

EXECUTIVEBIOS

Dave DawsonChief Executive Offi cer

Dave Dawson joined Infi nisource as CEO and Board Member in January of 2014. Dave is also the current Vice Chairman of Iron Data Transportation, the industry leader in enterprise logistics data solutions.

Prior to joining Infi nisource, Dave was the CEO of AssetNation a Spire Capital Partners’ investment where he successfully built AssetNation into the surplus industry’s eCommerce leader. Dave led the sale of the AssetNation to industry giant Ritchie Bros. (NYSE: mediaA) in May 2012.

During his career Dave has also worked for Dell Computers, where he was responsible for inbound supply chain strategy, supply chain services and a global sourcing organization that managed $45 billion in online commerce. Prior to his Dell experience, he was Ariba’s Vice President of Global Sourcing Services where he led supply chain teams in Asia, Europe and the Americas.

A former Lieutenant Commander in the US Navy and technical engineer, Dave is an accomplished international executive with more than 25 years of senior leadership experience in a variety of global organizations including a number of roles with leading private equity fi rms.

Dave’s educational experience is as robust as his work career. He received an MBA from William & Mary, an MSEE from the Naval Postgraduate School and a BSCS from the US Naval Academy.

Jody OliverPresident and Chief Operating Offi cer

Jody Oliver joined Infi nisource in January 2014 as President and Chief Operating Offi cer (COO). In this capacity, he is responsible for completely transforming all software implementation services and customer support operations to achieve high-quality, consistent execution across our Human Capital Management portfolio of solutions for over 30,000 customers in North America.

He places specifi c emphasis on achieving operational excellence through rigorous training of personnel, detailed process adherence and a philosophy of continuous improvement.

Prior to joining Infi nisource, Jody held various executive and director level positions in operations at SAP and Ariba. Prior to joining Ariba, Jody was a United States Naval Offi cer. He completed 12 years of active duty and eight years of reserve duty, retiring in 2011 at the rank of Commander.

Jody is a seasoned executive experienced in building operations and commercial organizations from the ground up and transforming existing operating models for ineffi cient organizations. He has signifi cant experience in SaaS-based technology implementation in the procurement, supply chain, strategic sourcing and human capital management areas across multiple industries.

Jody received his bachelor’s degree in Business Administration from Villanova University and holds a master’s degree in Operations Research from the Naval Postgraduate School in Monterey, California.

Continued on next page

5iSolved Media Kit

Media Kit

Justin RaniszeskiChief Sales Offi cer

Justin joined Infi nisource in 2012 as the Benefi ts Administration Sales Executive. Under his leadership, sales of Benefi t Administration products increased by 47%, while sales of Infi nisource’s iSolved HCM product, through key benefi t broker relationships, achieved dramatic growth.

Currently, Justin serves as Chief Sales Offi cer, responsible for the commercial and business development activities of the company. Justin leads the Human Capital Management (HCM) sales team and relationship managers and oversees the recently launched iSolved Network distribution channel. The iSolved Network is an elite membership program that enables high-growth payroll service providers to off er a cloud-based human capital management solution to their clients.

Justin is an experienced growth executive with expert profi ciency in sales, new business development, product development, managing client relationships and executing strategic initiatives.

Prior to joining Infi nisource, Justin spent nine years at Bank of America, where he served as a senior vice president and business unit executive for the bank’s benefi t solutions division. In this role, Justin was responsible for all aspects of the health care account business unit, including new business development, product marketing/development, sales and service operations. Justin directed a team charged with the distribution and operation of the bank’s benefi t related products, including Health Savings Accounts, Flexible Spending Accounts and Health Reimbursement Arrangements. This startup business grew to $30M in annual revenues in four years, distributing its products to large national health care payers, enterprise and middle market commercial customers, consumers and small businesses.

Previously, he worked for six years as a fi nancial services management consultant at Accenture, executing strategic consulting engagements designed to improve the business performance of his clients. Justin spent time in various industries, including health care, property and casualty and banking, developing and delivering strategic improvements in each segment.

Justin holds two degrees from the University of North Carolina at Chapel Hill, including a business degree from Kenan-Flagler Business School and a Communications degree.

Todd LaFeverPresident of Employer Services & Technology at Infi nisource

Todd LaFever joined in 2011 when Infi nisource purchased America OnShore, where he was a founding partner and CEO. In his current position, Todd is instrumental in the development and continuing enhancements to iSolved, Infi nisource’s human capital management solution.

Todd has a rich and lengthy career experience in product development, process improvement, enterprise software and Software as a Service (SaaS).

Todd is seasoned executive with extensive experience in planning, developing and implementing innovative solutions that address even the most complex business issues.

Trish StrombergSenior Vice President of Marketing

Trish Stromberg joined Infi nisource in 2012 and leads the marketing team in providing brand positioning, demand generation and strategy for the organization. With over 18 years of experience in the industry, she has extensive experience in all aspects of marketing, including content, search engine, social and event marketing.

She has developed successful product and service launches, as well as re-branding campaigns and has eff ectively helped organizations drive growth and market share.

Previously, she directed marketing activities Apollo Radio and Jones Waldo Holbrook and McDonough. She has managed the development of brand identities, mission statements, product positioning, competitive intelligence eff orts and go-to-market strategies. She directed the design and strategy of numerous corporate websites that drove lead generation activity, customer engagement and loyalty.

She has served on the Board of Directors for the Make a Wish Foundation of Utah and is active in several marketing communities.

Trish holds a Bachelor of Science degree (summa cum laude) in Marketing Communications from Weber State University.

CASESTUDIES

Shield Security

Industry: OtherLocation: Venice, FloridaEmployees: 50

Focus: Workforce Management

Established in 1993, Shield Security has quickly become the preferred choice for aff ordable, high quality private security from Tampa to Fort Meyers, FL. In addition to serving private homes and commercial properties, Shield Security is called on to provide security for major events such as the Tampa Bay Rays’ Challenge. Shield Security now has 150 employees, and like its entire industry - which is expected to grow 17 per-cent in the next four years - they are managing rapid growth. Since 2011, the company has benefi tted from Infi nisource’s payroll services. Shield Security, however, needed more options for greater control of payroll and HR processes as well as more comprehensive function-ality, such as self-service, so they could focus on the business at hand - keeping their clients safe.

Charlotte Athletic Club

Industry: OtherLocation: Charlotte, NCEmployees: 50

Focus: Workforce Management

Charlotte Athletic Club is the city’s premier fi tness center, providing 1,300 members and guests with tools to maximize their health and wellness and achieve per-sonal goals. It off ers personal training, group exercise, massage therapy, golf and nutrition programs. Located in the heart of Uptown, the club was formed in 2008 and employs 50 people, catering to corporate, fi nancial and other center city workers seven days a week.

7iSolved Media Kit

Media Kit

TESTIMONIALS

“Infi nisource developed and provided training to our staff to bring us up to speed on our new services. We didn’t have to do anything in house, making the change very easy on us.”

“Infi nisource is able to develop features and marketing materials faster than we would be able to do. With the major compliance changes that we are seeing going into next year, it probably would have taken us nine months to get new materials together and to make sure that our customers fully understand everything.”

“With new regulations, like the Aff ordable Care Act, we would have a diffi cult time keeping up compliance and educating our customers about the new changes all on our own.”

“The system we had in place was really good as long as you only wanted to process paychecks. But that is no longer our reality.”

“Our customers are expecting more from us. Changing systems was no longer optional.”

“We believe that the future of our business is in providing greater HCM functionality. When we spoke to Infi nisource we realized that we shared the same vision, which was important for us in choosing a partnership.”

“With the iSolved Network we get the best of both worlds. We can compete with the national fi rms in features but still provide the level of service that our customers are used to.”

“With our system, we were falling behind competitively. Our system was processing errors when the volume was too high or we tried new integrations.”

RESEARCH

THE BOTTOM LINE

In the payroll services market, regional actors are being pressured by changing legal regulations and customer expectations for more robust services. The Infinisource iSolved Network allows regional payroll service providers to remain competitive by providing resources to the member base, enabling them to keep ahead of evolving market demands. In looking at Infinisource iSolved Network members, Nucleus found that they chose to partner with Infinisource because of its stability, breadth of functionality, and member support.

Infinisource was founded in 1986 as COBRA Compliance Systems. At that time, the company delivered COBRA and fringe benefit services. Infinisource continues to provide these, but has since built out its solutions as part of an objective to transform itself into a full-suite provider of human capital management (HCM) technology. In the spring of 2013, Infinisource announced iSolved as a native-to-the-cloud HCM solution for small- and mid-size companies. The iSolved platform is available in two ways:

Directly from Infinisource Through the company’s iSolved Network, a membership-based access for

regional payroll service providers that use the iSolved platform Between the two delivery methods, more than 25,000 employers are committed to the iSolved HCM technology. Supporting payroll, human resources, benefits enrollment, and attendance, iSolved facilitates users’ ability to keep pace with regulatory change. Infinisource is selective about the firms it accepts into its network, which helps regional payroll service providers compete with national firms: The company looks to extend its network of payroll service providers to more partners. The exclusivity of the iSolved Network enables Infinisource to maintain support for partners, control growth, and protect its product and brand.

RESEARCH NOTE ANATOMY OF A DECISION: INFINISOURCE ISOLVED NETWORK

Document P31 February 2015

ANALYST: Brent SKINNER

9iSolved Media Kit

Media Kit

Page 2 © 2015 Nucleus Research, Inc. Reproduction in whole or in part without written permission is prohibited. Nucleus Research is the leading provider of value-focused technology research and advice. NucleusResearch.com

February 2015 Document P31

WHY INFINISOURCE

Managing employees has become a more difficult challenge, as legal requirements have changed dramatically and will continue to change because of the implementation of the Affordable Care Act. The new requirements have broad implications for HR management. Helping clients navigate the changing landscape is more difficult for regional payroll service organizations as they have fewer resources to develop processes and feature updates, and content-rich educational materials. The iSolved Network allows regional payroll service providers to offer robust HCM packages while maintaining their customer service advantage. In its analysis of Infinisource members, Nucleus identified three main reasons why they had selected the iSolved Network over competing solutions. STABILITY Nucleus found that the need for a more modern and stable application was a driving factor in partnering with Infinisource. The partners which Nucleus analyzed had aging systems that were largely single-purpose solutions. Due to the previous systems’ age and inadaptability, stability became an increasingly prevalent issue. Partners had experienced losses due to system failures and downtime. It was critical to stop these failures. Customers said: “With our system, we were falling behind competitively. Our system was processing

errors when the volume was too high or we tried new integrations.” “We were using two systems to keep up, but it was just too cumbersome and wasn’t

scalable.” “Our customers interact with our platform through our Website, so when our system

would go down, it looked badly on us.” Older, on-premise solutions require continual maintenance and modification to keep up with evolving client demands. Issues of stability not only create waste in productivity and resources but are often visible by the client and threatened customer confidence. BREADTH OF FUNCTIONALITY Functionality is a driving factor in choosing iSolved technology. Nucleus found that payroll providers need robust features and functionality to accommodate increasing customer demands; clients now expect real-time data processing, reporting, and benefits administration services. Many competing solutions are still focused on exclusively offering payroll support, and those that do provide extended HCM functionality are prohibitively expensive. Members said: “In the payroll services market, you can’t survive on payroll alone anymore. We needed

to find a way to compete on functionality while still maintaining our competitive edge in service.”

“The system we had in place was really good as long as you only wanted to process paychecks. But that is no longer our reality.”

Page 3 © 2015 Nucleus Research, Inc. Reproduction in whole or in part without written permission is prohibited. Nucleus Research is the leading provider of value-focused technology research and advice. NucleusResearch.com

February 2015 Document P31

“Our customers are expecting more from us. Changing systems was no longer optional.”

“We looked at Kronos but decided not to go with it because we felt it wasn’t adapted to an organization of our size and would have been costly to implement.”

“We believe that the future of our business is in providing greater HCM functionality. When we spoke to Infinisource we realized that we shared the same vision, which was important for us in choosing a partnership.”

“With the iSolved Network we get the best of both worlds. We can compete with the national firms in features but still provide the level of service that our customers are used to.

Customers now expect payroll service providers to offer integrated HCM functionality. In-house feature development is impossible for many regional actors due to development time and resource requirements. Competing off-the-shelf solutions lack the back-end support needed to drive value within regional organizations. SUPPORT Infinisource provides its partners with back-end support to help them grow and develop their businesses regionally. Members noted the quality and extensiveness of support offered by Infinisource was a differentiator in their choosing of iSolved technology over competing solutions, and in their decision to join the iSolved Network. Customers said: “Infinisource developed and provided training to our staff to bring us up to speed on our

new services. We didn’t have to do anything in house, making the change very easy on us.”

“Infinisource is able to develop features and marketing materials faster than we would be able to do. With the major compliance changes that we are seeing going into next year, it probably would have taken us nine months to get new materials together and to make sure that our customers fully understand everything.”

“With new regulations, like the Affordable Care Act, we would have a difficult time keeping up compliance and educating our customers about the new changes all on our own.”

With current market changes, regional actors need support to build out functionality and keep ahead of regulatory changes. The partners which Nucleus analyzed said the level of support needed to remain competitive either wasn’t offered by competing solutions or wasn’t offered at a price which the partners thought was affordable. They believed that the iSolved Network provided its partners the needed support to keep them ahead of customer and market demands.

CONCLUSION

The market for payroll service providers is in a state of flux. Customer demands are changing to accommodate regulatory requirements. Through their use of other platforms

Page 4 © 2015 Nucleus Research, Inc. Reproduction in whole or in part without written permission is prohibited. Nucleus Research is the leading provider of value-focused technology research and advice. NucleusResearch.com

February 2015 Document P31

and services, customers have also become accustomed to high levels of accessibility, usability, and feature integrations. For regional firms, the cost of developing new features, improving their user interface, and helping clients grapple with new regulatory demands is too much to bear all at once. iSolved technology provides partner members the capacity to stay ahead of changing demands and enables end users to input information easily through the UI, creating a single point of entry. iSolved technology’s robust HCM features accommodate new HR demands, and accessible informational materials help educate clients about the changing regulatory landscape.

PUBLISHEDARTICLES

13iSolved Media Kit

A high-growth market

Traditional payroll service applications are rapidly being replaced by new human capital management (HCM) solutions that integrate multiple business functions into a single source. One of the fastest-growing innovations in the industry is the adoption of cloud-based technology. HCM applications in the cloud are proving to be much more cost-effective, with companies experiencing faster processing, reduction of support demands and accessibility from anywhere, anytime through desktop, laptop or mobile devices.

It’s not just payroll anymore

Small and midsized enterprises (SMEs) — those with 50 to 1,000 employees — are clamoring to purchase HCM systems with a more comprehensive infrastructure. Dave Dawson, CEO

a singular utility, but rather as a platform on which they can run their businesses and engage their employees. There are many platforms out there, but the most pressing issues are: the affordability of the SaaS deployment model, shifting employee demographics, demand for anytime access and the ever-changing regulatory landscape. Our goal has been to design a process that enables the customers, not make them dependent.”

HCM technology provides enhanced data

HCM technology provides an unprecedented comprehensive view of a company’s workforce without the need of running multiple reports across separate systems. This provides better information to those who need it, when they need it. HCM technology provides four core components that integrate as

regulation, SMEs are seeing the critical need to have the other components consolidated into a single solution.

Robust reporting enables customers

Having all the data locked up behind a complex reporting engine that few individuals can use, does little towards the objective of driving data accessibility to the frontline. One of the key features of HCM technology for the SME marketplace is to employ a reporting system that is truly drag and drop.

deployment is the accessibility and usability of the analytics by

ensure its reporting system allows users to easily create reports that consolidate numerous data points and execute complex calculations, without manual intervention, additional costs or

The HCM Uprising — Changing How

Companies Operate

Media Kit

Going mobile and engaging the individual

forums, but increasing employee engagement is a desirable outcome for all employers. HCM technology can help drive

data anytime, anywhere employees need it. But mobile HCM

service various transactional activities saves human resource staff time, and improves employee satisfaction.

A success story - going from payroll to HCM

Similar to SMEs nationwide, a dental supply company was

payroll, leaving no recourse but to seek outside services to manipulate their data, and to generate and manage reports. They spent countless hours and substantial consulting fees trying to get the desired results. Seeking a resolution, they switched to a comprehensive HCM technology, enabling the company’s staff members to easily produce precise, detailed reports instantly, resulting in reduced errors, workload and expenses.

Partnering with regional Service Bureaus to deliver HCM

their services to local or regional employers, delivering exceptional service that cannot be matched by the national behemoths in the HCM space. However, operating with outdated technologies or separate, non-integrated systems can seriously hamper the growth efforts of these service bureaus, especially when trying to attract the business of larger

momentum shift is happening in the HCM marketplace. We are meeting the evolving needs of the SME by partnering with high-growth regional service bureaus to offer iSolved HCM technology to their customers. This business model provides SMEs with the exceptional service they want, delivered on the robust HCM platform they need. We call this model the

regional service bureaus to provide localized, outstanding white-glove service.”

The future of HCM

Dawson sees the land rush of companies towards HCM

the constantly-evolving compliance landscape. Dawson

development to ensure its HCM technology leads the industry and is always developing new compliance functionality.

key components of HCM, but will be releasing additional components that complement the core system. We want to help our partners focus on growing their business while

customer has a spectacular experience.”

Infinisource invests significantly in research and development to ensure its HCM technology

leads the industry and is always developing new

compliance functionality

— Dave DawsonCEO of Infinisource

finisn reso ens

I

nality

ADVERTISING

15iSolved Media Kit

Media Kit

EVENTS

March 3

Central Kentucky Association of Health

Underwriters Health Care Symposium

March 5

IPPA Sales and Marketing

March 18

North East Ohio Association of Health

Underwriters

March 19

West Michigan Association of Health

Underwriters Expo

April 15

North Carolina Association of Health

Underwriters

May 5

American Payroll Association Congress

May 6

Payroll Group Conference

May 13

Metro Detroit Association of Health

Underwriters Benefi ts Expo

May 17

Association of Legal Administrators

National

May 18

New Jersey Association of Health

Underwriters

June 27

Strategic Employee Benefi t Services

Event

June 28

National Association of Health

Underwriters

July 23

Florida Association of Health

Underwriters

Oct 1

Association of Legal Administrators

Business of Law - Atlanta

Oct 22

Association of Legal Administrators

Business of Law - Vegas

MEMBERSHIPS

American Payroll Association

IPPA (Intl. Payroll Providers Assoc.)

The Payroll Group

SHRM

Bellevue Chamber of Commerce

Better Business Bureau

Charlotte Chamber of Commerce

Idaho Chamber of Commerce

Inc. 5000

ITLMA

Salt Lake City Chamber of Commerce

Seattle Chamber of Commerce

Utah Better Business Bureau

17iSolved Media Kit

Media Kit

MEDIACONTACTS

Trish StrombergSenior Vice President of Marketing

tstromberg@infi nisource.com

801.853.8707

Lina TonkMarketing Manager

ltonk@infi nisource.com

980.272.2453