Strategies for Growth in 2012: Sync CRM and Financial Management to Drive Performance.

1. Strategies for Growth in 2012:Sync CRM and Financial Management to Drive Performance. Financial ControlsRevenue Management IntelligenceReal-time KPIs Performance TargetingSaaS F&A Platform “Management Science reporting provides the routine visibility executives need to lead daily performance, attract capital, and outperform the competition. By synching CRM and Financial Management; cash collection and revenue growth achieves resource efficiency improvement.”

2. Strategies for Growth in 2012 eBook “In this slow growth economy, there will be bifurcation between leaders and laggards; the best revenue strategies will outperform the competition, and win the war for profitability.” • Effective B2B growth strategies require capital efficient programs to reach qualified buyers. • “Feet on the street” models are legacy thinking. • Multiple lead sources are required to be capital efficient. • Multi-tiered distribution is key. • Referrals from partners, alliances, and communities will generate the majority of new clients. www.EphorGroup.com

3. Revenue Growth Requires Timely and Efficiency Synchronization of All Resources including connecting CRM and Financial Management > Improve Profitability by synching CRM and Financial activities, processes and reporting. Best Practices for 2012 and Beyond include: Have a lower cost of sales than your competition. Have a capital efficient pipeline generation and revenue model. Utilize Technology: CRM, Social Media, & Marketing Automation Multi-tiered Sales Distribution Compensation: PRM, Agent, Alliances, Partners, Account Managers, Sales Personnel A Portfolioof Sources and Mix. Management Sciencereporting to provide visibility and proactive actions: Pro-Activity of the 3 C’s: Cash, Clients, Contracts. Asset Management ensures a lower cost of customer acquisition and higher ROI for spend.

4. Questions Answered by Synching CRM and Financials “Synching CRM & Financials insures budgeted pro forma forecasts are made into business realizations.” • What are the most effective strategies for revenue growth? • Do you have the right portfolio? • Are assets generating leads? • How efficient are you comparedto competitors? • How engaged are employees? • Mediocrity will ensure failure! • Lenders, Bankers and Investors want comfort and visibility with the financials delivered on a routine basis. • Executives require visibility and insights into daily performance and profitability to effectively lead. X

5. > Lower cost of client acquisition and greater profitability by client coupled with predictable sales forecasting and budgeting because of proactive management. Questions Answered by Synching CRM and Financials Cost of $1.00 of Revenues Varies by Channel: > How does your cost of client acquisition compare to competitors? Email us at Polus for a complimentary report for your industry sector. Revenue Waterfall Management = Greater Profits:

6. Benefits of Management Science reporting: Management Science helps overcome operating gaps. Managers often work in relative isolation from the market trends and leaders Managers also often lack access to key information. Too often, financials are not providing daily operating indicators to guide day-to-day employee priorities. Management Science provides the basis for predictable, sustainable business execution and ensures that managing growth and expansion financially ties to operations. Questions Answered by Management Science: Where to Focus to improve Cash, Revenues, & Profitability. Whom needs help? i.e. which employees or partners are underperforming. Which clients need attention. Where to focus resources. • A case study: • Management Science Drives Performance: • Outcomes also included: • Improved Revenue Per Employee by almost $10k per month employee. • Increased NLTV per client 2X.

7. Management Science Required for Revenue Growth New Opportunity from a Partner’ Client • Crowded marketplace • Too much advertising • “Committee Buy” • Resource constraints • Buyers require Immediate ROI from a Branded Leader Marketing is Hard Operations CRM Direct Alignment Opportunity Upsell MAPPING Direct Upsell Partners Matter • Reputation = Lower cost of sales • Use of best practices from both organizations Partners Client Management Conversion Rate from Lead to Close Referral Channel Team Management is Key Origination • Provide expertise and service • Must be committed to client outcomes

8. > Download additional resources at: http://www.polusgroup.com/resources.asp “In 2012 and beyond, wealth will be created for revenue models that outperform the competition, that are the most economically efficient, promote and excel at client satisfaction, and invest in their people and focus on strategic initiatives (i.e. customer satisfaction).” -Garry E. Meier, Founder

9. Management Science Benefits(financial and administration outsourcing drives Management Science) ControlsIntelligenceReal-time KPIs Performance TargetingSaaS F&A Platform “30 years ago, firms did their own payroll; while today the vast majority outsource payroll. Management Science delivers costs savings through F&A services that streamline cash collection and provide institutional level financial controls that every business needs to survive, thrive, and create wealth.” - Garry E. Meier

10. An Introduction to Polus Group • Clients are technology and service providers that depend on the daily performance of employees. • Recent Client Accomplishments: • Grew from $1M to $9M in 18 months and then strategic investment by Hewitt. • Projects oriented transactional business transitioned into recurring solutions provider. • Acquired add-on “book of business” which added additional revenues, clients, and team members. • Received $2.56M in funding capital raise. • Rolled up $30M of payroll service providers to create a national provider of “Workforce Management Solutions.” • Doubled staffing provider revenues from $40M to $80M through • Polus Group, LLC is a Texas corporation owned and managed by Ephor Group, LLC with certified PC CPAs. • Recognized as a leader in wealth creation models, Management Science, and F&A services for technology oriented service businesses. • Polus Group supports more than $500m in annual revenues for our client companies throughout the Americas. Why Polus Group: • Controls >> • Institutional level Financial Controls, Processes, and Expertise. • Spend less than an hour a week on F&A and Operational Reporting. • Intelligence >> • Get real-time dashboards, budget/plan/forecast versus comparisons, and operational dashboards into the hands of all key managers. • Enterprise Capabilities >> • Have streamlined administration, enterprise tools and processes.

11. Current State of Service Businesses • Economic State of the Union for Service Businesses: • Erosion of the middle class and small business with capital assistance only for “Asset heavy firms”, big corporations and big government. • Talent flock to big business and big government. • Customers have changed spending habits. • Rising costs of doing business. Does this sound like your company? • Costs structures are not in line with current business/growth plans. • Current internal resources are not able to profitability manage the current workload. • Financials provide lagging indicators (Limited insights into forecasts, profitability, pricing). • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

12. Benefits of Management Science • By going to the cloud, get access to technology and tools that provide greater controls, better visibility and intelligence, while reducing transaction, administration and processing costs. IntelligenceDashboards & Routine Reports: • Cash Management, Cash Flow Management • Client Contracts, Client Invoicing • Variances • Expense > $500 not in the forecast • Payroll change > or < 20% change • Client Invoicing Material Changes • Cash Balance below Payroll + Fixed Charges Amount • Spend Analysis • Budget (plan and forecast) to Actual Comparison • Budget Ratios • Operational KPI T3M and Comparison Benchmarks • Revenue Forecast, Waterfall Forecast • Personnel KPIs • Personnel Payroll Reporting Summary – per payroll transaction • Client Lifecycle Management • Labor Matching, Job Costing, Profitability • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

13. Rising Costs of Doing Business • Rising Costs of Processing: • Average cost of $15 per invoice done manually. • Almost all of accounting can be done by technology that did not exist 10 years ago. • Time spent processing transactions must be reduced! • Rising Complexities: • Contingent workers make up a third of the workforce. • Profitability depends on the success of client, job or project specific teams. • Variances and changes in cash, contracts, and margins must be managed in real-time! • Companies will spend less time processing and more time on the core business. • Demand for real-time financial reports as well as non-financial reports and intelligence. • World-class companies are able to close within one day. • Controls and financial reporting reduce risk, cost overruns/rework/errors/theft and variances.

14. Paperless Bill Management Starts Here… Store documents, process invoices and pay bills online! • You and your staff get a simple web-based interface for • submitting bills and collaborating with our accounting firm… We Manage Your Documents Securely Pay Online Review Bills and Classify Expenses • Pay online with advanced fraud controls • Eliminate check printing and mailing • Simplify vendor management • Synchronize with QuickBooks or Intacct • Simplify document handling • Reduce data entry • Enforce controls and audit-ability • Streamline end-to-end bill workflow In short, myPolus automates the A/P and bill management process, resulting in faster more accurate processing that frees you and your staff to focus on your core business.

15. Easily digitize bills and contracts • Initiate approval workflows • Anytime remote access • UNLIMITED data storage of bills and other financial documents • Audit trail and role-based financial controls myPolus: Business-class Online Bill Payment

16. myPolus: Business-class Online Bill Payment • Quick and easy scheduling of bill payment • No need to print, stuff, and mail checks • No need to store check stock • Automatic retention of cleared check images • Enterprise-class fraud protection • No bank client account info • Positive Pay • Eliminates duplicate entry • Maintains consistency • Enables sophisticated expense and cash management • Does not impact other accounting activities

17. myPolus: Business-class Online Bill Payment • One-click, 2-way synch • Instantly access digital images of financial documents • Google-like search for documents based on keywords or dollar amounts • Real-time calendar view for cash flow management

18. Bill Management and Cash Flow • Scan your invoices and other financial documents. Then email or fax them to your secure online myPolus “inbox” • Up-to-date to-do list • Real-time calendar view (with book balance)

19. Processing Documents in the Inbox • Mouse over any document image in your inbox to preview the document • Select the action to process the document and/or file it in your online filing cabinet

20. Entering a Bill • Select the Vendor • myPolus’s pre-populates bill details • Enter the invoice number and amount • Split the bill to different GL accounts if necessary • Bills are automatically routed to the first approver if approval workflow is selected

21. Review and Approve a Bill 2. Review the bill image, bill details and notes to approve the bill 3. Enter notes or any changes when approving 1. From you email notification, access the myPolus account to review the bill

22. Schedule Bills for Payment • Select bills to be paid and the payment method • Bills will be paid on the scheduled process date • When paying using the Pay Online method, myPolus debits the payment amounts from your payment account and makes payments on your behalf

23. Vendor Payment • Payments to vendors will be made with checks drawn on myPolus’s bank account • Utilizes advanced check fraud controls • Eliminates check printing and mailing • Ties payment to the transaction • The check shows the invoice to be paid and the account number • The bottom 2/3rd of the check voucher shows a copy of the invoice to ensure payment is applied correctly

24. End-To-End Transaction View • The bill payment information shows the check number, check date and check cleared date • Once the payment is cleared, the cleared check image is uploaded and associated with the bill and the payment transaction • Contracts and other documents easily accessible

25. Have Visibility Using Audit Trail • The audit trail feature provides you and our firm with detailed information on “who” did “what” “when” • Demonstrates clear separation of duties in each transaction • Simple and easy to use for you and your staff • Eliminates need to learn accounting software • Automates workflow, payments and daily financial tasks • Maintains greater control over documents and bank accounts • Makes online bill payment simple and consistent • Streamlines access to financial information • Gets your information to our firm faster • Lets our firm service you remotely • Provides anytime, anywhere access • Decreases the paper madness

26. Dashboard Examples via online portal or SharePoint • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

27. Dashboard report examples for Key Performance Indicators • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

28. Dashboard Examples by Corporate Function • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

29. SaaS FAO Financial Management Platform SaaS Platform: SOA, Business Rules Engine, Event-Driven Workflow PAAS Infrastructure: SAS 70 Level II

30. Management Science Case StudyThe benefits of financial and administration outsourcing. Controls Real-time KPIs Management Science Intelligence Performance Targeting • This is the story of how Management Science guided a growing company as it expanded its scope, capabilities, and locations.

31. Case Study Summary of Implementing Management Science • Situation: A staffing oriented, transactional provider with $1M in revenues and 10 employees had the idea to combine consultants “HR Directors” with a Shared Services center to service businesses with “Fractional HR” and provide all the tactical and strategic HR needs of small to medium businesses. • Programs: Implement Management Science to ensure product, portfolio, channel, and client management is in place and effective. • Outcomes: • Improved Field Level EBITDA from Break-even to > 30%. • Expanded into new markets. • Recognized as Best Places To Work, Houston Fast 100, Aggie 100. • Funded by institutional investors. • Benefits of Management Science deployed via outsourced F&A: • Operating Performance improvements realized after the deployment of Management Science include: • Role Clarity & Qualities of Right Philosophy led to revenue per employee increase of 40% per employee. • Product Management focus led to increased opportunity to close rate. • Client Lifecycle Management led from average 3 year client retention to greater than 5 years. • Pricing intelligence led to 30% price increases for targeted industry vertical segments. • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

32. What are the attributes, benefits and outcomes to Management Science? • Benefits of deploying Management Science includes greater controls and intelligence which means that you can make decisions faster, based on real-time data. • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

33. Management Science Results • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity. • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

34. Management Science Results • Management Science benefits include: • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.

35. Management Science Results • At the end of the day…. Management Science Drives Performance. • Management Science enables proactive refinement and improvement of the business model, operating processes, and employee productivity.