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Solution Overview – Presented to: Office of the President, UC November 15, 2006

Agenda

 8:30 – 8:35 AM  8:35 – 8:50 AM  8:50 – 10:00 AM  10:00 – 10:15 AM  10:15 – 12:00 PM Introductions SumTotal Background and Overview Functional Session Break Technical Session

Solution Demonstration - Introductions

• Dave Crussell, Chief Operating Officer •

Representing Executive Officer

• Bill Docherty, Senior Director, Product Management •

University of CA Technical Program Manager

• Katie Khera, Practice Director, Professional Services •

University of CA Program Manager

SumTotal Background

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Leader in emerging mission critical space

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The largest provider of learning and business performance technologies and services

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700+ employees

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Financial leader

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Expected $100+ million in annual revenue

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Largest market share by revenue

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45% greater than next nearest competitor

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Largest customer base

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1500+ enterprise customers

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17 million users worldwide

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International Presence

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Offices across the globe

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Product localized in 14 languages

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Large Enterprise Experience (over 100,000 learners)

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Citigroup, Allstate, Lowes, Motorola,Glaxo Smith-Klein,HSBC, JP Morgan Chase, AT&T, Starwood, Vodaphone, Cendant, many others

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Service metric leader

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Double industry average of on-time, on-budget Market Leader 2006 SumTotal 20% Saba 14% Others 42% Plateau 7% Oracle 6% GeoLearning 6% SAP 5% Commitment to Customer Success 100% 80% 60% 40% 20% 0% On Time On Budget SumTotal Industry Avg.

Clear Industry Leader by Revenue and Customer Count

SumTotal Systems 2006 Source: Bersin & Associates, Learning Management Systems 2004

MindSolve Acquisition Positions SumTotal as Leader in Talent Management

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SumTotal Acquired MindSolve – Nov 14 th

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SumTotal only vendor to provide Best-in-Breed in learning and performance

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MindSolve’s rich, patented technology and deep domain experience cannot be easily replicated

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Multiple deployment options allow SumTotal to provide best solution to customers

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Performance Management is the strategic enabler:

 Determining if all other TM processes are working  Reporting learning effectiveness  Identifying the right skills to hire  Proving baseline for pay for performance 

Builds base on skills & competency management

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Learning management has the highest switching costs: highest usage and manages compliance

SumTotal Strategy Moving Forward

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Learning management is the strategic backbone:

 Highest usage in Talent Management  Compliance management  Supports knowledge transfer 

Performance Management is the strategic enabler:

 Determining if all other TM processes are working  Reporting learning effectiveness  Identifying the right skills to hire  Proving baseline for pay for performance

SumTotal Strategy After MindSolve Web Services / Portal / Reporting and Analytics Recruitment Management ($660M) Performance Management ($180M) Learning Management ($545M) Compensation Management ($290M) Competency Management Platform Integration and Data Platform Best-of-Breed Solution Offered Key Functionality Offered Solution provided through partners and open integration Sources: Yankee Group, Gartner Group 2005 Market Size and 3 Year CAGR

Regulatory Compliance at UC

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Objectives of the University of California

 Priority is to Track Compliance Training  Provide Central Management of Compliance-Related Training Activities  Adhere to Internal Compliance and External Compliance (e.g. Ethics, Sexual Harassment, etc.)  Must Have Accurate Information for Audit Requirements

Regulatory Compliance – Holland America Case Study

 Challenges  “Floating City” with Internal and External Compliance Requirements  Municipal – Healthcare, Security, Firefighting, Waste Treatment  Other Services – Housekeeping, Food Prep, etc.

 Over 100 Government Bodies Regulate Its Compliance  Potential Severe Penalties  Grounded Ships and Fines, High Liabilities  SumTotal Solution  Transformed Its Compliance Training Program  LMS Has Eliminated Lost Certificates  No More Onerous Data Entry  Cost Savings Lowering Phone, Fax, and Mailing Charges  Accurate Reporting

Effective Consolidation and Automation at UC

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Objectives of the University of California

 Combination of Separate Learning Communities  Moving towards a Robust, Scalable, and Consistent LMS  Migration of Legacy Data  Connected Infrastructure for Global Tracking and Reporting  Efficient and Cost-Effective – Less Paper Process and Manual Input of Data and Reporting Procedures  Integration of Campus Instruction-Related Systems  Accomplished with Long-Term Vendor Relationship

Consolidation and Automation – National College for School Leadership

 Challenges  Large and Diverse Target Audience – 130,000 Users  Inconsistency in Program Delivery and Administration  Shortage in Current and Projected Skills for Administrative Staff  SumTotal Solution  Fully Integrated Solution – Blended and Personalized Learning  Created a “Paperless System” for NCSL  Learning Content Developed Centrally and Delivered to Different Locations  Provided a Quicker Path to Certification  High User Satisfaction – Key to Support for Future Initiatives

SumTotal Solution Set

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SumTotal Systems Incorporated

provides an application platform & associated services that help organizations manage and deploy mission-critical information, skills, and knowledge across all business processes 

The SumTotal Enterprise Suite

is an integrated suite of eight business performance management applications delivering end-to-end capabilities that improve employee proficiency, extended enterprise productivity and bottom-line results for the organization 

TotalLMS™

complete learning management 

TotalLCMS™

content management and creation 

TotalVCS™

live training 

TotalDashboard™

predictive analytics application 

TotalPerformance™

performance management application 

TotalAccess™

offline/mobile learning application 

TotalInformation™

info management application 

TotalCollaboration™

collaboration portal