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Introducing

Fieldporter Plus

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Introducing Fieldporter Plus

• A process for goal management

• Rewards individuals and teams for good and excellent performance

• Improves efficiency and profitability

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Business Objectives

• Senior managers/board set Business Objectives (Medium term ~ 6)

• Business Objectives are executed via campaigns

• Campaigns are…• Pipeline/lead management• Sales• Service• Production• Support• Administrative• Skill-based (H&S, compliance)• Tactical (strategic, short-term)

… and can run on many levels• Individual• Team• Local• Regional• Company

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Challenges:

How can I:• promote team spirit and effort across the

business through shared goals?

• give visibility, fairness and transparency to performance payments?

• ensure initiatives are consistently executed?

• better balance my resources to achieve business goals?

• improve cost control and predict sales accurately?

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Criteria

•Minimum relevant headcount of 100- Sales, service, production, support functions

•Needing to recognise performance and achievements - Either through financial and/or non-financial incentives

•Drivers: Competitive threat, regulatory and Legislative change, M & A, demographics…

•Diverse, interlinked business requirements

•Needing a step change in performance

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Credentials

• Established May 2003

• Hundreds of users in over 70 countries involving several thousands staff

• Proven capability of up to at least 1200 front-line staff

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Features and Benefits

• Improves execution of campaigns

• Aligns activities with corporate strategy

• Introduces transparency and visibility of rewards

• Links payments to performance

• Rewards people for financial / non-financial targets

• Links people into virtual teams

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Features and Benefits

• Accurate measurement of campaign outcomes

• Line-of-sight to resource efficiency

• Cost savings due to: • System replacing many traditional communications• System generating automatic bonus and commission letters• System generating automatic performance reports

•Recognition of top teams and individuals

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Operating Rhythm

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Operating Rhythm

• Run ~25 Campaigns a quarter

• A Campaign is …- 1 or more compelling proposition(s)

- 1 key performance indicator (KPI)

- Target(s), individual and/or team

- Collateral (pricing, contracts, brochures, T&C, documentation, user guide, courses and trainings, etc.)

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Summary

• Identifying business needs

• Criteria for business

• Features and benefits

• System requirements

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Reward profiles

0

100

200

300

0 100 200

Performance %

Rew

ard

%

Sales Accelerator (and Personal)

0

100

200

0 100 200

Performance %

Rew

ard

%

Pipeline

0

100

200

0 100 200

Performance %

Rew

ard

%

Service All or nothing (critical, or good housekeeping)

0

100

200

0 100 200

Performance %

Rew

ard

%

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Staff end-of-quarter letter

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Implementation requirements

• Senior management active support

• Numerate central team

• Campaign sponsors

• HR & IT involvement

• Can go live in 2-3 weeks

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Technical requirements

• One version with configuration options

• Browser front end

• Windows 2003 or higher, IIS v 6+, ASP v 3+, SQL language

• Integrated with other MS products (Excel, Word)

• Internet and / or Intranet• For demo www.fieldporter.net , temporary

username and password needed first

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Terms and ConditionsTerms of business• Simple rental agreement• Cancel any time• Rental includes all software upgrades and day-to-day

support to the core system

Rental costs (DRAFT):• Core system UNDER REVIEW AUD 2000 pm payable

quarterly in advance plus AUD 10 per person included in the system. (For example, a system with 100 staff would cost AUD 2’000 + AUD 10 x 100 = AUD 3’000 monthly).

• One-time consulting / system setup costs• Between 10 and 50 days of work at standard

consulting rates. (Approx AUD 1’500 per day for senior consultant to AUD 900 for junior consultant.)

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DetailsCompany

Fieldporter LimitedPO Box 93WhitfordAucklandNew Zealand

GST 85-395-475 Company AKL/1301915 Founded May 2003

Sales contacts:

Gudrun NienaberEmail: Gudrun.nienaber@fieldporter.com Telephone: +61 2 9427 7200Mobile: +61 407 451 818Anthony J Hopkins, ManagerEmail: anthony.hopkins@fieldporter.comTelephone: +64 9 530 8225Mobile: +64 21 40 75 40