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Fraame Client Forum November 2011 Phillip Whiteley

Fraame Client Forum November 2011 Phillip Whiteley. Adding value not just n umbers TM. What we do. Super Plus is a superannuation administrator Each fund has maximum of 4 members Funds have multiple assets, from 2 to 50 Prepare financials and tax returns

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Fraame Client Forum November 2011 Phillip Whiteley

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  1. Fraame Client Forum November 2011 Phillip Whiteley Adding value not just numbersTM

  2. What we do • Super Plus is a superannuation administrator • Each fund has maximum of 4 members • Funds have multiple assets, from 2 to 50 • Prepare financials and tax returns • Work for direct clients and financial advisers • Have external processing • Annual audit for each fund Adding value not just numbersTM

  3. The problem • Lots of data per client • Lots of paper documents for each client • Workflows (multiple tasks, 20 + is common) • Quarterly and Annual recurring tasks • Interconnected RM relationships • Management of data and searching • Security access – lock down RM fields Adding value not just numbersTM

  4. The connections Adding value not just numbersTM

  5. What we looked for • Flexible system • Not overly complicated for users (some systems overwhelming to users) • We could easily tailor to our needs • Required major components – CRM, Doc Management, Workflow • Integration with other systems • Accessible support • Provider that welcomes customer ideas Adding value not just numbersTM

  6. The solution • Filevision • First phase: RM • Second phase: Document Management • Third phase: Workflow / Tasks • Forth phase: Standard Documents • Fifth phase: Eform data entry • Sixth phase: Application Integration Adding value not just numbersTM

  7. Practical demonstration • View demo of FV items Adding value not just numbersTM

  8. What would we do differently • Better plan-If possible • Put more resources to implementation • Get all aspects of the business using it sooner Adding value not just numbersTM

  9. Recommendations • Plan and then plan some more • Involve users in feedback • Reinforce the benefits to users • Be prepared to change – Your initial intentions will change • Rigorously enforce procedures and use Adding value not just numbersTM

  10. Questions 'Don’t worry about people stealing your ideas. If your ideas are any good, you’ll have to ram them down peoples throats” - Howard Aiken “Simplicity is the ultimate sophistication” - Leonardo da Vinci “Life is movement. It’s the person who sits on the couch who’s living dangerously” - Grete Waitz “Pain is temporary, Quitting lasts forever” – Lance Armstrong “If you see a band wagon coming, you’ve missed it” - Phillip Whiteley Super Plus Australia Pty Ltd Level 7, 97 Creek Street BRISBANE QLD 4000 GPO Box 734 BRISBANE QLD 4001 Ph: 1300 88 88 63 Fax: (07) 3211 8799 admin@superplus.net.au www.superplus.net.au Adding value not just numbersTM

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