© copyright 2008 expensewatch, incorporated. all rights reserved confidential & proprietary...
TRANSCRIPT
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Business Model
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Framing the Business Need
Front-End Operational ManagementDay-to-day automation, visibility and controls to
maximize revenue and minimize operating expenses
Financials(Systems of Record)
Back-End Systems of Record
MinimizingExpenses
Typically not automated within the SMB
Maximizing Revenue (CRM)
Lead to Cash
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Framing the Business Need
Front-End Operational ManagementDay-to-day automation, visibility and controls to
maximize revenue and minimize operating expenses
Financials(Systems of Record)
Back-End Systems of Record
MinimizingExpenses
Typically not automated within the SMB
Maximizing Revenue (CRM)
Lead to Cash
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Framing the Business Need
Front-End Operational ManagementDay-to-day automation, visibility and controls to
maximize revenue and minimize operating expenses
Financials(Systems of Record)
Back-End Systems of Record
Maximizing Revenue (CRM)
Lead to Cash
MinimizingExpenses
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
ExpenseWatch.com Solution Overview
T&E Expense Reporting Purchasing A/P Invoice Management
Best-of-breed modules or fully integrated OpEx Control suite:
Subscription includes:
Implementation Training Support Usage Analysis
Monday, April 10, 2023
Annual Subscription Price: Ranging from $234 - $480 per user per module $1500 Administrator License
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Technology
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Development Analysis
Profitability Analysis
Release/Resource Plan
Marketing Prep Partner Prep Sales Prep
CustomersCases/Visits/Survey
CompetitionWin/Loss & G2
Our BusinessAlignment & Top 5
AnalystsExternal Perspective Inputs
18 Month Conceptual Roadmap Prioritized and Presented Prioritization
Development determines feasibility and preferred approach
Conceptual Vision & Roadmap Planned, Resourced, Executed Planning
Outputs
Acquire & Retain Analysis (Profitability, Segmentation, W/L)
Inputs
New Features
Product Strategy & Management Process
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Q2-2008
18 month rolling roadmap
8
Q1-Q2 2008 Q3-Q4 2008
Credit Card Enhancements
Parser Updates Statement handling Archives and Dashboard
handling Ignore Charges
Invoices I - Allocations(5 mos)
New allocator UI/Capacity New Entry and Approve UI Back-end Changes ( TE & AP) Upgrade UI/IA TE Data Entry Enhancements Invoice Entry Enhancements
TE Upgrades(5 mos) Itemization Tax Excel Integration Finish UI overhaul Inline editing -excel-like
Invoices II/Export Utility-Reporting (5 mos)
Invoice features upgrade\ Export utility Reporting Upgrades
Reserved Case Time 445 budgets (weeks start/end) Company Prefs for Dates/Time
Q1-Q2 2009
Flexible SAF(6 mos) Users Spending Limits Drag and drop to build Use this SAF for transactions... Out of Office (incorporate) Skip for these.... Clone this SAF... Reporting on SAFs
Policies 3.0 (6 mos) Complete Overhaul Bulk Tools Reporting Admin Friendly
Reserved Case Time Case time for prioritized
upgrades not contained within larger effort for cycle
Q3-Q4 2009
Payments/EIPP TBD Projects/Time TBD Analytics Budget Workflow EW-Self Serve( <100
ee)
Reserved Case Time Case time for prioritized
upgrades not contained within larger effort for cycle
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Q2-2008
Functional Roadmap
9
Infrastructure
✓Co-Location✓Disaster Recovery✓SOA (PO/TE/INV Services)✓API-or set of web services✓AJAX UI where needed for speed✓Simplify Modules-TE w/o SAF✓SAS-70
Integration
✓Accounting Systems-Configurable adapters✓Quickbooks Online✓Portal/Intranet/SSO✓Microsoft Office Integration (excel for data, outlook calendars)✓Reardon (web service)✓Comdata ✓Smart Payments ✓Payroll Specific Pre-built or integration templates✓Booking Mash-up
Core Application
✓Hotel Folio*✓Booking via Mash-up✓Itinerary Builder for TE✓Email Alerts (message handling) ✓Level 3 Data✓Category Mapping✓Invoice Flip (EIPP)✓Payment Function (vendor neutral)✓Query tool✓Scheduler for reports, emails, exports✓cXML Expansion to include invoices
User Experience
✓UI Behavior Consistency✓New UI look and feel✓Screen Simplification✓Localization (Language)✓Type Ahead✓Drag & Drop where applicable✓Per Diem Rules Engine (admin definable)
Private Label/OEM✓Licensing Control✓Admin Console✓Deployment Tools✓‘In-Box’ Solution✓Retail Version
Mobile✓Offline✓Mobile Device Support✓WAP
* Items are part of the 18 month rolling roadmap
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Infrastructure
Microsoft Platform (Scalable Web & DB) .net 2.0 Application Architecture AJAX for UI MSSQL Enterprise Back End Multi Tenant Scalable Architecture (True SaaS) PCI/DSS Certified (credit card support) SAS-70 II (software development)
SunGard Hosted (High Availability 99.99% Uptime) Pipe/Power/OS Management Co-Location/Replication - Pennsylvania & Arizona DR/BCP-Failover Iron Mountain Offsite Data Backups
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
T&E Workflow
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Demonstration
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Purchasing Workflow
© Copyright 2008 ExpenseWatch, Incorporated. All Rights Reserved Confidential & Proprietary
Demonstration