Keynote Address

Jeff Torczon, CEO

Welcome

Welcome to the first annual Infinity Software User Conference

Thank you to our attendees and organizers

Keynote Agenda

Infinity Software Solutions, Inc. Background

Partner Growth

What’s changing in our market / trends in SaaS HRIS

How SaaS fits in

Technology Roadmap

Our investment in partner development

Looking ahead to conference sessions

Infinity Software Background

Infinity Software Solutions, Inc. Based in Scottsdale, AZ

Founded in 2002, 60% annual growth rate since 2010

Technology Cloud-based from Day 1

Began as a cloud-based Benefit Administration and Enrollment system

Have now expanded to a full Human Capital Management System

Largest brand is InfinityHR, but is private labeled under eight other brands across the world.

partner growth

Partners

Partner channel Development of partner channel began in 2009

Over 80 partners now provide at least one component of Marketing, Sales, Implementation, and Service

Many partners provide all four

Today, roughly 75% of all companies implementing our technology are sourced by one of our valued partners

Our top partners have experienced growth rates above 50% over the past 12 months.

Our business has transformed from a Product Company to a Service Provider Company.

The investment that we will make in our partners will continue to grow.

trends in SaaS HRIS

SaaS

Enterprise CIO’s estimate that in 5 years, they expect to spend a majority of their software budgets on SaaS.

- Citi Research

HR adoption is growing even faster

What areas are being targeted?

How effective are SaaS solutions?

InfinityHR has been able to deliver on expectations validated by our two year churn average of less than 3%.

Top 10 Reasons for cancellation

1. Not seeing ROI on their investment after purchase

2. Not implemented in time

3. Loss of key user or advocate

4. Poor utilization and/or adoption

5. Not realizing the value proposition

6. Lack of features in the product

7. New Management

8. Buggy product

9. Outgrew the solution or company downsized

10. Not a right fit, the product is not for them

The Top 5 Reasons are directly related to customer engagement* 2014 Totango Survey of SaaS customers

What we’ve learned

Engagement is the key to long term success

Understanding why a customer is doing what they are doing rather than focusing on how they have done it in the past.

Then guiding the customer through a new and improved process

It is our goal to drive Product and Partner development in a way that supports customer engagement

the SaaS development model

Understanding SaaS

The SaaS model is a shared environment

Customers share a single, common infrastructure and code base that is centrally maintained

Pros of this model include: Rapid innovation

Lower time to market for product upgrades

Lower adoption costs

Cons of this model include:

Configuration over Customization

Less individual attention

Less control over product upgrades

What our customer tell us is important

Positioning SaaS

“Customer success with SaaS is less about individual product development

and more about scalable product development and delivery that

implements best practices that all customers can benefit from”

technology roadmap

2013 Service Packs

11 Service Packs delivered in 2013

General Service Pack (April)

Export Service Pack (May)

Online Help Introduction (May)

Workflow Mgmt Service Pack (May)

Enterprise Portal Service Pack (June)

ATS Service Pack (August)

Workflow Mgmt Service Pack (August)

Benefit Mgmt Service Pack (August)

TLM Upgrade (September)

TLM Service Pack (December)

Benefit Mgmt Service Pack (December)

2014 Service Packs

9 Service Packs delivered YTD (in 2014)

ACA Reporting Service Pack (February)

Employee Reporting Service Pack (February)

ATS Service Pack (February)

Workflow Mgmt Service Pack (March)

Enterprise Portal Service Pack (March)

General Change Reporting Service Pack (May)

TLM Service Pack (July)

Aurico and Aflac Integration Service Pack (July)

One-click Reporting Service Pack (August)

We are on track to deliver between 12 and 14 service packs in 2014

Looking Ahead to next 12 months

Advancement of unified human capital management

Benefit Management

Time & Labor Management

Performance Management

ATS / Recruiting

Export Management & Benefit Reporting

Mobility & User Interface

HR Analytics

Unified Human Capital Management

Expansion of our Web Services Platform

Improvement in ability to integrate payroll data

Continuous improvement to Time & Labor Management product

HR

PayrollTLM

Benefit Management

ACA Compliance Improved contribution-

based benefit processing Improved tools for

understanding EDI files and dependencies

Time & Labor Management

Expense Tracking Enhanced TLM Dashboard Stronger support for CA

meal break requirements Enhanced scheduling

capabilities

Performance Management

Improved alignment between strategic goals and employee actions

Focus on providing a continuous stream of employee engagement & feedback

Improved recognition features Analytics to identify skill gaps and high performers Integration with Time & Attendance feature to provide

insights into how time is aligned with strategic goals

ATS

Improved Analytics aimed at improving recruiting processes and efficiencies

Improved integration with Performance Management module

Zip Recruiter Integration for sending job postings to multiple job boards

Improved Applicant navigation

Export Management

Improved change reporting Simplified exporting capabilities Improved export field definitions Improved benefit reporting with expanded filtering

options for generating benefit reports

Redesigned UI

Updated User Interface experience

Focus on simplicity and mobility

Centered around people and analytic-driven processes

Mobile App

Native mobile App for Apple, Android, and Microsoft Phones expected to be released in Q1 of 2015.

Initial App will provide functionality for Time Off Tracking

Time & Attendance

Benefit Viewing

HR Analytics

Employees Applicant Tracking Onboarding Benefits

ManagementTime &

AttendanceTime Off Tracking Performance Workflow

Mgmt

Brings central view to all data available within InfinityHR

Simplified, yet actionable

our investment in partner development

Partner Development

Marketing Support Sales Training Best Practices for

Implementation Training & Assessments Online Help Partner Development

Manager

Partner development will only be successful through partner feedback.

looking ahead to: conference sessions happy hour open house

thank you