An ERP for BSCs: An Overview of TEAM s Integrated Solutions

WELCOME Host: Scott Gauger, Director of Sales

HOUSEKEEPING 60 minutes total 45-minute presentation 15-minute Q & A at the end Type your questions in the GoToWebinar panel Webinar is being recorded and will be available ondemand following the live presentation We ll post the link on our blog (teamsoftware.com/news)

WEBINAR AGENDA Company Overview Demo of Integrated Products for BSCs WinTeam core solution TeamTime time and attendance solution ehub web and mobile for employees and customers Questions

WHAT IS AN ERP SYSTEM?.. Enterprise resource planning (ERP) systems integrate internal and external management information across an entire organization. ERP systems automate this activity with an integrated software application. Their purpose is to facilitate the flow of information between all business functions inside the boundaries of the organization and manage the connections to outside stakeholders.

WHY TEAM? Commitment to the Industry 26 years BSCAI Corporate Sponsor TEAM has received the BSCAI Industry Service Award twice Industry specific software 100% of the BSCAI Board of Directors use TEAM Software Fully integrated solution an ERP for BSC s Accounting, HR, Operations, Customers Software as a Service cloud based Customer Service Focused 109 Employee Owners to serve you

BENEFITS OF AN INTEGRATED SYSTEM Integration = Improved Efficiency = Save Money Eliminate redundancy and rework Automate processes Reduce cycle times (billing, payroll, reporting) Timely Financial and Management Reporting Identify problems sooner Manage to budgets Manage to hours-worked Job-Cost Analysis What are my margins by Job-Site? What managers are over budget? What market segments are most profitable?

TEAM SOFTWARE S INTEGRATED SOLUTIONS

INTRODUCTIONS Panelist: Linda Murray, Southeast Regional Sales Manager Panelist: Josh Romey, West Regional Sales Manager Panelist: Tiffany Lockman, Northeast Regional Sales Manager

WINTEAM OVERVIEW Financial, Operations & Workforce Management Solution Features for BSCs: Accounting & Financial Management modules (AR, AP, GL, Fixed Assets) Job Costing Work Scheduling & Work Tickets HR/Insurance Benefits/1095-C (ACA Solution) Payroll Quality Assurance Inventory Management

JOB COSTING: One of the most powerful tools for your business. On Screen Job Cost Analysis View actual and budget figures for any time period Drill down to each source document and show all job activities Include actual tax and insurance dollars to jobs by running Payroll in WinTeam Derived from Daily Labor Budgets (Job Master File) Ticket Budgets (Work Scheduling Module) G/L Budgets Let s take a look!

TEAMTIME OVERVIEW Time & Attendance Suite Three Real-Time Time Collection Methods TeleTeam telephone timekeeping TeamTime Portal timekeeping with biometric authentication via fingerprint or face recognition TeamTime for Mobile

TeamTime Portal Biometric TeamTime Remote check-in options TeleTeam Phone Caller ID TeamTime Mobile GPS

TELETEAM: TELEPHONE TIMEKEEPING Features: Caller ID validation Notifications via text and email Spanish language option Voice messaging Voice verification

TEAMTIME FOR MOBILE Features: Clock in/clock out on mobile device Geo-location verification Punch validation Periodic Check-ins Android & ios devices

TEAMTIME PORTAL Features: Insert other graphic here. Fingerprint biometric authentication Face Recognition Multi-language options Customized messaging options ehub access for employees Runs on any device with Windows operating system and constant internet connection

We use TeamTime Portal in our local office. Featured here is the biometric fingerprint reader and camera for face recognition for employees to clock in/out.

SEE TEAMTIME PORTAL IN ACTION Watch our video online: youtube.com/user/teamsoftware2012/videos

EHUB OVERVIEW Integrated customer self-service (CSS) and employee self-service (ESS) portals Features: Online customer invoicing Employee pay stubs and benefit summary Quality Assurance Action Items Communication tools PLUS: Work requests Work tickets Timekeeping Employee Online Enrollment (add-on)

EHUB OVERVIEW Employee & Customer Self-Service on web and mobile Benefits: Give your employees the tools to do their jobs successfully and meet your customers needs proactively. Create, modify & complete open work tickets Manage Budgets: drive efficiency and reduce budgeting errors for Building Service Contractors Review management reports like the Hours Budget Comparison, Employee Roster, Employee Turnover and Employee Compliance reports Simplify operations/workforce management and empower your employees

EHUB MOBILE Let s take a look!

EHUB MOBILE

EHUB Home Page

EHUB Work Scheduling Calendar

Questions?

Recording of this webinar and slides will be available next week. Visit teamsoftware.com/news or watch for a follow-up email. Contact us for more information. sales@teamsoftware.com 800-500-4499 Thank you for attending.