Transcript Slide 1

Quarterly Business
Partner Meeting
Tuesday, April 13th 2010
Dial-in Info: 888-288-9321
Passcode: 548317
• 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.
2
Agenda
•
Sales Update
–
–
•
Support
–
–
•
•
Making the v9 upgrade an extraordinary customer experience
APA
SHRM
Product Management Update
–
–
–
•
Q3 initiatives
Product Marketing
–
–
–
•
Quarterly Update
Abra SQL HRMS V10
Development Partner Program
Marketing
–
•
YTD revenue
Insights
Legislative updates
v9 release updates
Product roadmap
Training
–
–
Certification
Training Schedule
3
Sales Update
Sally Craig
[email protected]
239-841-2066 (cell)
4
Year To Date Revenue
• Reporting Quarter
• Sage Abra
– 1H FY10 100% revenue to budget
• Thank You !!!!
5
Insights
• Denver May 17-20
• New Content, Format and Speakers
• Strategic
• Meet the Abra Team
– Monday evening Cocktail Reception
6
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.
7
Insights 2010
Featured 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.
8
Insights 2010
Abra 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
9
Support
Mary Encinia
10
Support Introduction
Joe Ward
Customer Support Manager
727 579-1111 x53500
[email protected]
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.
11
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:
Hawaii
Indiana
Florida
Call Types:
Balancing, Locating/Applying Update
12
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 Database
Client/Server Installs
Find Feature
Flow/Navigation
13
Development Partner
Program Update
Tom Tillman
14
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
15
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
16
Marketing Update
Brian Wyatt
17
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
18
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
19
Product Marketing
Introduction
Mark Butje
20
Upgrade to V9: Extraordinary
Customer Experience
Goals:
1. Achieve 100% customer satisfaction
2. Upgrade >50% of all customers
within 6 months of introduction
21
Voice Mail to customers
Invitation to a web cast
If not read or not clicked through
Reminder eMail
clicked through
If not read or not clicked through
Registration
Not registered
Web cast
Reminder
+ iCalendar
22
Advise:
Partner to
contact
customer
Web cast
Short intro to new UI
Glimpse of new functionality
Upgrade process
• Thank you
• URLs to V9 page
with video’s
• URLs to training
• Configuration
questionnaire
Schedule
Upgrade with
Partner
• Knowledge base
• Install instructions
• Testimonials
Evaluation survey
23
Product Marketing Update
Nancy Tillman
24
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
25
V9 Collateral
• Product Feature Sheets
4/26 softcopy
5/17 print (Insights)
• Pricing and Packaging
Feature sheets
now
• ESS Feature sheet
now
• Solutions Overview CD
5/17 (Insights)
• Press release
May
26
Product Management
Jennifer Dungan
27
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
28
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
29
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
30
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
31
Training
Michelle Hobbs
32
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
33
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
34
Partner University
35
Abra Training
36
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
37
Summary
38
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)
39
Questions
40