Competitor OverviewWebsite httpusdynamicshitachi-solutionscomYear Founded Established US operations in 1991HQ San Bruno CACompany Ownership Public (OTCMKTSHTHIY)Financial Information

About Hitachi

Hitachi Solutions America Ltd is a wholly-owned subsidiary of Hitachi Solutions Ltd one of Japans premier software and professional service companies The company established US operations in 1991 and maintains headquarters in the San Francisco Bay Area with offices in Irvine San Diego and New York City

Hitachi Solutions America Ltd markets state-of-the-art multi-media presentation and conferencing systems under its StarBoard Department provides software and services for life science research under its MiraiBio Department is a leading partner and provider of Microsoft business solutions under its Dynamics Department delivers a hassle-free security application for DropBox and other cloud services under its Security Solutions Department and provides value-added professional services consulting and support under its Technology Solutions Department

From its humble beginnings Hitachi has grown into a respected infrastructure solutions company with more than 320000 employees worldwide Hitachis products services and solutions impact nearly every aspect of modern life Today Hitachi is using its diverse range of expertise to drive its Social Innovation Business on a global scale Using advanced Information Technology the Hitachi Group is able to provide social infrastructure to the world while continuing to drive innovation that will improve convenience comfort and safety in peoples everyday lives

Since its founding the Hitachi Group has carefully passed down Hitachis Mission and Values to future generations of employees In 2013 Hitachi created a new Vision as a fresh expression of what the Hitachi Group aims to become in the future

This Vision will enable the Hitachi Group to once again demonstrate its Mission and Values as it rises to the challenge of tackling important social issues on a global scale

The Hitachi Group Identity articulates the Mission Values and Vision that are shared by the Hitachi Group worldwide Bonded by this identity the Hitachi Group is able to demonstrate outstanding teamwork that transcends boundaries of geographical regions and business fields

FieldOne AdvantagesAutomated Routingbull Hitachi does not have automated routingbull FieldOne has in-house developed routing technologyCRMbull FieldOnersquos Microsoft Dynamics CRM has more capabilities

than Hitachirsquos Microsoft Dynamics AX Sales and MarketingCost and Complexitybull Microsoft Dynamics AX is much more expensive and

complex than Microsoft Dynamics CRMSMSIVRbull Hitachi does not provide this out of the boxSocial Collaborationbull Hitachi does not provide this out of the box

Hitachi AdvantagesAdvanced Inventorybull Hitachirsquos Microsoft Dynamics AX Inventory management is

much more advanced and includes supply chain management

Project Managementbull Hitachi provides project management out of the boxMicrosoft Dynamics AX Featuresbull Besides from Inventory and Project Management

Microsoft Dynamics AX includes financial management order management Manufacturing Resource Planning (MRP) Human Resource Management project accounting and Expense Management out of the box

Supportbull Hitachi has 247 Support and has support offices

Hitachi Solutions Battle card

Capabilities FieldOne Hitachi

Scheduling and Dispatch

-Real Driving Directions not point to point-Optimized Routes to meet time windows-Dispatch Technicians-Assignments based on skills-Balancing the Workload-Scheduled service times-Customizable scheduling board based on any criteria-List views map views hybrid views -Ability to allocate your people based on requirements and resources with Scheduling Assistant Based on real time GPS data-Drag and Drop Technology when using the scheduling board-Schedule Alerts Can prevent specific scheduling events (like those triggering overtime) by issuing a

warning or suggesting a way to avoid excess cost Can be configured by customers-Service Centers optimizes scheduling by balancing capacity skills working hours and client distance

from locations-Can schedule and manage multiple resources working together on a job

-Create daily or weekly schedules automatically or using drag-and drop tools-View and manage work orders by customer location schedule or assigned resources with color coding and visual icons providing at-a-glance insight into urgency and status-Integrate information about personnel qualifications certifications and experience into work assignments-Manual and automated scheduling engine-Resource management-Automated Scheduling and Dispatch-Resource Scheduling-Certification Skills-Track resource commitments-Match tasks to the best available resources-Generate work orders-Create daily or weekly schedules automatically or using drag and drop tools-View and manage work orders by customer location schedule or assigned resource-Color coding and visual icons providing insight into urgency and status-integrate information about personnel qualifications certifications and experience into work assignments-automate crew calendars and time keeping-generate individual performance timecards-Microsoft MapPoint integration-GPS tracking to locate resources graphically

Automated Routing

-Balances many different factors when routing(SLAs route conditions location skills expertise and customer preferences)-Uses a FieldOne developed routing engine that uses algorithms to compare potential outcomes-Support global networks in multiple languages-Manually override automatic scheduling decisions as needed-Street Level Routing (SLR)-View optimized schedules on virtually any mobile device with native apps for all major mobile platforms-True Cloud on-demand resources including CPU memory and disk and real-time failover protection-Optimize the schedules of both employees and partner resources in a single system-Resides in Microsoft Azure data centers meeting all major compliance requirements

Service Agreements

-Manage terms and conditions-Apply different billing rates-Manage automated renewals-Track asset location maintenance needs and repair history using barcodes or serial numbers-Track warranties against assets- Recurring PM schedules-Special pricing-Agreement recurring billing-RMA RTV Equipment management

-Manage terms apply different billing rates for various types of work and materials-Manage SLAs-Maintain hierarchical relationships among customers and locations-Automate escalations and invoicing-Automate administration tracking and claiming process of vendor rebates-manage terms-apply different billing rates for different types of work and materials-Track warranties against assets-provide field staff with visibility into terms and expiration dates-ensure that service and billing conform to warranty stipulations-RMAs and RTVs

CRM -Powered by Microsoft Dynamics CRM-Natively integrated with your field service solution to make a single unified system

-Microsoft Dynamics AX Sales and Marketingbull Role Centersbull Lead Managementbull Opportunity Managementbull Web-enabled CRM databull Sales Managementbull Sales Force automationbull Marketing Automation

Mobile -Native Apps available for iOS (iPhone iPad iPod Touch) Android (phones or tablets) Windows Phone Windows 80 and 81 RT and browser versions for all of your legacy mobile platforms-Central management and development consoleFeatures no code customization-Full Offline capabilities-View and update accounts contacts products work orders schedules customer equipment leads opportunities and activities-Update Personal or Team Schedules- Photo capture for ldquobefore and afterrdquo jobor any other entity-Full mapping and direction capabilities- Attach files to work orders or other entities- Update status and other job relatedInformation- Update and complete service tasks- Record materials used (with pricingautomatically applied)-Multi-Currency Support-Multi-Region Support-App based mobile payments-Bar Coding-Employees and partners can set their own working time from within the mobile application or request time off to be approved by a manager

-IOSAndroidWindows 7amp8-Supports phone tablets and netbooks-Online and offline communication-Mobile inventory management-Multi platform mobility solution-Mobile workforce automation-Service order instructions-Crew details-Materials used-Charges-Readings-Ops Details-Signature capture

Social Collaboration

-Ability to connect using personal and team profiles directories org charts status updates sharing liking commenting following groups document collaboration-Communicate with Voice Video IM Discussions or Email including native integration with Skype

Automated Communications (IVR)

-Schedule an SMS or IVR (Interactive Voice Response) activity and set a time when you want to send it

Inventory Management

-Real-time updates to ensure inventory is accurate-Ability to manage inventory and update stock history for any locationMulti warehouse truck-Ability to integrate with an ERP System-Full journalizing-Allocation

-Classify assets with barcodes or serial numbers then track asset location maintenance needs and repair history-Track service stock accurately at mobile and fixed locations-Adjust inventory records automatically based on field use or en route purchasing-Parts management and returns (RMAs)-Installations and repairs-Automated Optimization-Warehouse management-Easily configurable put away and picking workflows-Advanced cycle counting and location replenishment capabilities-Support of cluster picking-Warehouse handheld device support-Support for different picking strategies for batch and non-batch items-Serial number tracking on packing slip invoice return orders and credit notes-Traceability to sales orders and return orders-Classify assets with barcodes and serial numbers-track asset location and maintenance needs-repair history-track warranties against assets-track service stock accurately at mobile and fixed locations-Adjust inventory records automatically based on field use or en route purchasing-effectively forecast materials requirements-take advantage of bulk just in time ordering-Use powerful inventory management tools to improve forecasting and planning match supply with customer demand and create sales and purchasing forecasts based on specific items and time periods-Supply Chain management

Knowledge Base -provides ready access to product manuals technical support documentation maintenance histories repair notes announcements-Single point of access for all information

Business Intelligence

-interactive graphical scorecards and dashboards-variety of tables charts and views to visualize data in a way that best suits your purposes-Out of the box reports and business user-friendly tools for custom reporting-Sophisticated predictive analysis segmentation and recommendation algorithms- Access data from any third party source-graphic representations of real-time business insights that can be modified and expanded upon- capabilities in data cleansingdeduplication and profiling functionalities

-Reporting and Business intelligence-Create reports based on pre-defined cubes such as those for financials expense management project accounting production and human resources-SQL Server Report Builder SQL Server Report Designer-Analytic Reports-Permissions based access

Portals -Partner PortalsPartner access to relevant functionalityInternal access to all partner activities-Customer Portalsbull Customer self servicebull Customer access to documentationbull Targeted messages based on customerrsquos interests and preferences based on past

transactions

-provide customers with self-service capabilities includinghellipbull Work order statusbull New work requestsbull Through Integration with SharePoint services

Technology FieldOne Hitachi

Platform -Microsoft Dynamics xRM Framework-Native connection to Microsoft Outlook Office Office 365 Microsoft SharePoint Windows Azure Skype-Multi-currency capability-Available in more than 41 languages

-Built on the Microsoft net framework-Built on Microsoft Dynamics AX

Configuration -Point and click customizations-Central mobile development tool

Mobile Technology -No code customizationsbull Uses point click interface-Security Capabilitiesbull No middleware-Mobile Device Management Toolsbull Divide mobile devices into groups and apply different security rules-Mobile Application Management Toolsbull Lock the application remotely with just one clickbull Wipe out data from the app remotelybull Business hour restrictions

Deployment Options -True Cloud Deploymentbull dedicated cloud on Microsoft Azure and multi-tenant cloud through Microsoft Dynamics CRM Online-On-Premise Deployment-Hybrid Deployment

Infrastructure -Microsoft xRM platform has been benchmarked at 150000 concurrent users-Multi-tenant offers a 999 uptime SLA-Microsoft guarantees external connectivity at least 9995 of the time

Integration -Integrated platforms includehellipbull SAP R3bull mySAPbull SalesForcecombull Oracle ERP (Siebel)bull Oracle CRMbull Dynamics AXbull Dynamics NAVbull Dynamics GPbull Dynamics SL

-Built on Microsoft Dynamics AX

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CRM -Powered by Microsoft Dynamics CRM-Natively integrated with your field service solution to make a single unified system

-Microsoft Dynamics AX Sales and Marketingbull Role Centersbull Lead Managementbull Opportunity Managementbull Web-enabled CRM databull Sales Managementbull Sales Force automationbull Marketing Automation

Mobile -Native Apps available for iOS (iPhone iPad iPod Touch) Android (phones or tablets) Windows Phone Windows 80 and 81 RT and browser versions for all of your legacy mobile platforms-Central management and development consoleFeatures no code customization-Full Offline capabilities-View and update accounts contacts products work orders schedules customer equipment leads opportunities and activities-Update Personal or Team Schedules- Photo capture for ldquobefore and afterrdquo jobor any other entity-Full mapping and direction capabilities- Attach files to work orders or other entities- Update status and other job relatedInformation- Update and complete service tasks- Record materials used (with pricingautomatically applied)-Multi-Currency Support-Multi-Region Support-App based mobile payments-Bar Coding-Employees and partners can set their own working time from within the mobile application or request time off to be approved by a manager

-IOSAndroidWindows 7amp8-Supports phone tablets and netbooks-Online and offline communication-Mobile inventory management-Multi platform mobility solution-Mobile workforce automation-Service order instructions-Crew details-Materials used-Charges-Readings-Ops Details-Signature capture

Social Collaboration

-Ability to connect using personal and team profiles directories org charts status updates sharing liking commenting following groups document collaboration-Communicate with Voice Video IM Discussions or Email including native integration with Skype

Automated Communications (IVR)

-Schedule an SMS or IVR (Interactive Voice Response) activity and set a time when you want to send it

Inventory Management

-Real-time updates to ensure inventory is accurate-Ability to manage inventory and update stock history for any locationMulti warehouse truck-Ability to integrate with an ERP System-Full journalizing-Allocation

-Classify assets with barcodes or serial numbers then track asset location maintenance needs and repair history-Track service stock accurately at mobile and fixed locations-Adjust inventory records automatically based on field use or en route purchasing-Parts management and returns (RMAs)-Installations and repairs-Automated Optimization-Warehouse management-Easily configurable put away and picking workflows-Advanced cycle counting and location replenishment capabilities-Support of cluster picking-Warehouse handheld device support-Support for different picking strategies for batch and non-batch items-Serial number tracking on packing slip invoice return orders and credit notes-Traceability to sales orders and return orders-Classify assets with barcodes and serial numbers-track asset location and maintenance needs-repair history-track warranties against assets-track service stock accurately at mobile and fixed locations-Adjust inventory records automatically based on field use or en route purchasing-effectively forecast materials requirements-take advantage of bulk just in time ordering-Use powerful inventory management tools to improve forecasting and planning match supply with customer demand and create sales and purchasing forecasts based on specific items and time periods-Supply Chain management

Knowledge Base -provides ready access to product manuals technical support documentation maintenance histories repair notes announcements-Single point of access for all information

Business Intelligence

-interactive graphical scorecards and dashboards-variety of tables charts and views to visualize data in a way that best suits your purposes-Out of the box reports and business user-friendly tools for custom reporting-Sophisticated predictive analysis segmentation and recommendation algorithms- Access data from any third party source-graphic representations of real-time business insights that can be modified and expanded upon- capabilities in data cleansingdeduplication and profiling functionalities

-Reporting and Business intelligence-Create reports based on pre-defined cubes such as those for financials expense management project accounting production and human resources-SQL Server Report Builder SQL Server Report Designer-Analytic Reports-Permissions based access

Portals -Partner PortalsPartner access to relevant functionalityInternal access to all partner activities-Customer Portalsbull Customer self servicebull Customer access to documentationbull Targeted messages based on customerrsquos interests and preferences based on past

transactions

-provide customers with self-service capabilities includinghellipbull Work order statusbull New work requestsbull Through Integration with SharePoint services

Technology FieldOne Hitachi

Platform -Microsoft Dynamics xRM Framework-Native connection to Microsoft Outlook Office Office 365 Microsoft SharePoint Windows Azure Skype-Multi-currency capability-Available in more than 41 languages

-Built on the Microsoft net framework-Built on Microsoft Dynamics AX

Configuration -Point and click customizations-Central mobile development tool

Mobile Technology -No code customizationsbull Uses point click interface-Security Capabilitiesbull No middleware-Mobile Device Management Toolsbull Divide mobile devices into groups and apply different security rules-Mobile Application Management Toolsbull Lock the application remotely with just one clickbull Wipe out data from the app remotelybull Business hour restrictions

Deployment Options -True Cloud Deploymentbull dedicated cloud on Microsoft Azure and multi-tenant cloud through Microsoft Dynamics CRM Online-On-Premise Deployment-Hybrid Deployment

Infrastructure -Microsoft xRM platform has been benchmarked at 150000 concurrent users-Multi-tenant offers a 999 uptime SLA-Microsoft guarantees external connectivity at least 9995 of the time

Integration -Integrated platforms includehellipbull SAP R3bull mySAPbull SalesForcecombull Oracle ERP (Siebel)bull Oracle CRMbull Dynamics AXbull Dynamics NAVbull Dynamics GPbull Dynamics SL

-Built on Microsoft Dynamics AX

• Slide 1
• Slide 2
• Slide 3
• Slide 4
• Slide 5

Inventory Management

-Real-time updates to ensure inventory is accurate-Ability to manage inventory and update stock history for any locationMulti warehouse truck-Ability to integrate with an ERP System-Full journalizing-Allocation

-Classify assets with barcodes or serial numbers then track asset location maintenance needs and repair history-Track service stock accurately at mobile and fixed locations-Adjust inventory records automatically based on field use or en route purchasing-Parts management and returns (RMAs)-Installations and repairs-Automated Optimization-Warehouse management-Easily configurable put away and picking workflows-Advanced cycle counting and location replenishment capabilities-Support of cluster picking-Warehouse handheld device support-Support for different picking strategies for batch and non-batch items-Serial number tracking on packing slip invoice return orders and credit notes-Traceability to sales orders and return orders-Classify assets with barcodes and serial numbers-track asset location and maintenance needs-repair history-track warranties against assets-track service stock accurately at mobile and fixed locations-Adjust inventory records automatically based on field use or en route purchasing-effectively forecast materials requirements-take advantage of bulk just in time ordering-Use powerful inventory management tools to improve forecasting and planning match supply with customer demand and create sales and purchasing forecasts based on specific items and time periods-Supply Chain management

Knowledge Base -provides ready access to product manuals technical support documentation maintenance histories repair notes announcements-Single point of access for all information

Business Intelligence

-interactive graphical scorecards and dashboards-variety of tables charts and views to visualize data in a way that best suits your purposes-Out of the box reports and business user-friendly tools for custom reporting-Sophisticated predictive analysis segmentation and recommendation algorithms- Access data from any third party source-graphic representations of real-time business insights that can be modified and expanded upon- capabilities in data cleansingdeduplication and profiling functionalities

-Reporting and Business intelligence-Create reports based on pre-defined cubes such as those for financials expense management project accounting production and human resources-SQL Server Report Builder SQL Server Report Designer-Analytic Reports-Permissions based access

Portals -Partner PortalsPartner access to relevant functionalityInternal access to all partner activities-Customer Portalsbull Customer self servicebull Customer access to documentationbull Targeted messages based on customerrsquos interests and preferences based on past

transactions

-provide customers with self-service capabilities includinghellipbull Work order statusbull New work requestsbull Through Integration with SharePoint services

Technology FieldOne Hitachi

Platform -Microsoft Dynamics xRM Framework-Native connection to Microsoft Outlook Office Office 365 Microsoft SharePoint Windows Azure Skype-Multi-currency capability-Available in more than 41 languages

-Built on the Microsoft net framework-Built on Microsoft Dynamics AX

Configuration -Point and click customizations-Central mobile development tool

Mobile Technology -No code customizationsbull Uses point click interface-Security Capabilitiesbull No middleware-Mobile Device Management Toolsbull Divide mobile devices into groups and apply different security rules-Mobile Application Management Toolsbull Lock the application remotely with just one clickbull Wipe out data from the app remotelybull Business hour restrictions

Deployment Options -True Cloud Deploymentbull dedicated cloud on Microsoft Azure and multi-tenant cloud through Microsoft Dynamics CRM Online-On-Premise Deployment-Hybrid Deployment

Infrastructure -Microsoft xRM platform has been benchmarked at 150000 concurrent users-Multi-tenant offers a 999 uptime SLA-Microsoft guarantees external connectivity at least 9995 of the time

Integration -Integrated platforms includehellipbull SAP R3bull mySAPbull SalesForcecombull Oracle ERP (Siebel)bull Oracle CRMbull Dynamics AXbull Dynamics NAVbull Dynamics GPbull Dynamics SL

-Built on Microsoft Dynamics AX

• Slide 1
• Slide 2
• Slide 3
• Slide 4
• Slide 5

Technology FieldOne Hitachi

Platform -Microsoft Dynamics xRM Framework-Native connection to Microsoft Outlook Office Office 365 Microsoft SharePoint Windows Azure Skype-Multi-currency capability-Available in more than 41 languages

-Built on the Microsoft net framework-Built on Microsoft Dynamics AX

Configuration -Point and click customizations-Central mobile development tool

Mobile Technology -No code customizationsbull Uses point click interface-Security Capabilitiesbull No middleware-Mobile Device Management Toolsbull Divide mobile devices into groups and apply different security rules-Mobile Application Management Toolsbull Lock the application remotely with just one clickbull Wipe out data from the app remotelybull Business hour restrictions

Deployment Options -True Cloud Deploymentbull dedicated cloud on Microsoft Azure and multi-tenant cloud through Microsoft Dynamics CRM Online-On-Premise Deployment-Hybrid Deployment

Infrastructure -Microsoft xRM platform has been benchmarked at 150000 concurrent users-Multi-tenant offers a 999 uptime SLA-Microsoft guarantees external connectivity at least 9995 of the time

Integration -Integrated platforms includehellipbull SAP R3bull mySAPbull SalesForcecombull Oracle ERP (Siebel)bull Oracle CRMbull Dynamics AXbull Dynamics NAVbull Dynamics GPbull Dynamics SL

-Built on Microsoft Dynamics AX

• Slide 1
• Slide 2
• Slide 3
• Slide 4
• Slide 5