5th Annual SASSIE / ATHENA User Group Meeting Chicago 2006

1. 5th Annual SASSIE / ATHENA User Group MeetingChicago 2006

2. INTRODUCTION & WELCOME • Welcome(John Hsu, Managing Partner, SurfMerchants LLC) • Today’s Schedule • 1:00-3:00 Presentations • 3:15-4:00 Power Tips • 4:15-5:00 Breakout Sessions • SurfMerchants • Tony Felos, Managing Partner • Colleen Mullin, Senior Developer • Galina Petrova, Senior Project Manager • Chris “Biggs” Golembewski, Feature Preacher

3. SASSIE ANNUAL REPORT • Who’s getting on SASSIE these days ? • As of 2006, “Pre-Sales consultation program” • 1 new MS company on SASSIE platform in 2006 (European) • Last month best shop counts ever, beating previous record by 14%, meaning YOU are doing better than ever

4. SASSIE ANNUAL REPORT • Who is SASSIE these days ? Hires in 2006 • David Gucwa – Developer • Jacob Novero – Developer • Anthony Giza – Account Manager • Andrew Bibby – Technical Support • Brian Clee – Technical Support

5. SASSIE ANNUAL REPORT • What about the competition? • “Oh goody, we need a minor league system” • “A rising tide rises all ships” • Personal Mission - Prove SASSIE way is the right way • Regular people working with regular people • Half company dedicated to customer service • Prove company that only hires in America can beat company that outsources • Bottom line: • Never lost a client doing more than 5 shops/month • MS Companies on SASSIE always become more successful

6. SASSIE PRIORITIES for the NEXT YEAR

7. POWER • Our Top Priority: POWER TO THE PEOPLE • Give you the power to meet client needs all by yourself • More customizations • More control • Much lower cost • Faster / instant turnaround

8. POWER • How are customizations done now ? 10 20 30 40 50 40 30 20 10 CLIENT Req Gathering H O M E Proj Spec Writing Programming

9. POWER • Problem #1: More of you than us ! 10 20 30 40 50 40 30 20 10 CLIENT H O M E REPORTERATOR ! Req Gathering

10. POWER • REPORTERATOR scenarios • It’s 10 AM & client wants a 5 question rollup report. > Deliver it this afternoon ! • Client wants “a few tweaks” to a report > Revise the report in an hour ! • You want a custom report to impress client, but can’t justify $$$ • > Create it yourself for free !

11. POWER • REPORTERATOR

12. POWER • REPORTERATOR

13. POWER • REPORTERATOR

14. POWER • REPORTERATOR

15. POWER • REPORTERATOR

16. POWER • REPORTERATOR

17. POWER • REPORTERATOR

18. POWER • REPORTERATOR

19. POWER • REPORTERATOR

20. POWER • REPORTERATOR

21. POWER • REPORTERATOR

22. POWER • REPORTERATOR

23. POWER • REPORTERATOR

24. POWER • REPORTERATOR

25. POWER • REPORTERATOR

26. POWER • REPORTERATOR

27. POWER • REPORTERATOR

28. POWER

29. POWER • REPORTERATOR is the best tool for : • Basic to intermediate complexity reports • Dynamic/Interactive reports • Reports you can re-use across multiple clients • RELEASE DATE : August/Sept • COST : FREE

30. POWER • Problem #2: • Client wants tricky, highly formatted report 10 20 30 40 50 40 30 20 10 CLIENT H O M E

31. POWER

32. POWER • Cheap (starts at $200) • Instant results (w/ instant revision capability) • Easy to use (make reports within a week) • Huge installed base for support, training & contractors • Page layout-style formatting and graphics • Huge library of reporting & statistical tools • Outrageous Charts & Graphs • Exports to PDF, HTML, Word & Excel • Upgrade path ( future direct SASSIE access ) • Support consulting & analysis efforts

33. POWER • CRYSTAL REPORTS is the best tool for : • Basic to High complexity reports (esp things Reporterator can’t do) • RELEASE DATE : NOW (Sept/Aug for C.R. shop export) • COST : Free ($200 for basic Crystal Reports)

34. POWER • Problem #3: Need programmed custom report, but process is long, painful and expensive 10 20 30 40 50 40 30 20 10 Req Gathering Reprogram CLIENT Re-spec What about this ?!? H O M E Not what they wanted They said that Proj Spec Writing How’s this ? Forgot to ask this Oh, now they want that Programming OK, we go it

35. Req Gathering-Proj Spec Writing Programming POWER • Problem #3: Need programmed custom report, but the process is too long, complicated and expensive 10 20 30 40 50 40 30 20 10 CLIENT H O M E TECH LIAISON & SASSIE BOOT CAMP

36. POWER • Tech Liaison Powers • Cut development fees in half • In house expert SASSIE support • Reduce Athena CSM/Acct Mgr hour • FREE form versioning • Location import & RE-imports, History Imports • Advanced training • Communication with SASSIE’s top techs & programmers • Complete Manager permissions control • Access to restricted Bulletin Boards and Chatrooms • Input into future SASSIE feature development • Can train & certify form creators • Beta Tester privileges & first access to new modules

37. POWER • You might be a Tech Liaison if … • You’re the sucker everyone calls to get the ^#@&*@^ internet back up • You can make Excel and Word do things that are illegal in 6 states • You hear “I was going to put this in the SassieTracker, but I thought you might know … “ 10 times a day. • You get stuck on conference calls whenever there’s a REALLY hard programming project to get done, because you’re the one person who can translate your client’s vague requests into technical requirements. • You actually CAN SQL and HTML your way out of a wet paper bag. • You got mad math skills and statistical know-how. • You’ve got 10 hrs/week or more to dedicate to SASSIE guru-hood. • You’re so detail oriented, it really bothers you that the bullets on this page • are blue and the text is yellow.

38. POWER • SASSIE BOOT CAMP (for TL’s) • Application process involved • 3 day training in Boston with experts in each discipline • For experienced employees or new employee specifically hired for this position (we will help screen if you are hiring new person) • First boot camp : anticipated Fall ‘06 (September / October) • Cost : FREE • ( best investment you can make towards maximizing value of SASSIE - • a good tech liaison will save $$$ and time)

39. POWER • The New Game Dynamic/Web Formatted/ Static / Print Hard Tech LiaisonCustom Reports Crystal Reports Reporterator Easy

40. POWER • The Display Customizer • Sometimes clients just want something added or removed from individual shop display • We do so many of these small custom displays that we decided to give you the ability to do this instantly yourself • Arrival Date : October 3rd • Cost : FREE

41. POWER • Instant Skins • Your competition does a sales pitch with this : You come in with THIS :

42. POWER • Instant Skins • Designer fills graphics into “hot-spot” template : You come in with THIS :

43. POWER • Instant Skins vs Custom Skins

44. KNOWLEDGE • How much of SASSIE do you know ? • How “user-friendly” is SASSIE ?

45. KNOWLEDGE • How do we get more “SPUNC” so you can know the SASSIE better and know about newly added features ? • Structured - WHY is the interface organized this way ? • Predictable - WHAT will happen if I do this ? • Understandable - Can the system do this ? • Navigable - WHERE do I go to do this ? • Consistent - WILL all of the system always look and act this way ?

46. KNOWLEDGE • New Admin Nav Bar

47. KNOWLEDGE • Quick Tips / Beginner & Expert modes

48. TRUST • Do you trust that your shoppers can do the shop correctly ? • Do you trust that your shoppers are who they say they are ?

49. TRUST • Advanced Shopper Testing

50. TRUST • Shopper Verification Strategy Phone & Address Paypal Social Security Number Signup Alert (Shopper Trapping) Duplicate Shopper Search