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1 WELCOME to September 2015

1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

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Page 1: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

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WELCOME to

September 2015

Page 2: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

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Next Gen VisionPart 1

• Actionable home page• Mobile• Site Audit

Page 3: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

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Actionable Homepage

9Emergencies

Page 4: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Actionable Homepage

Time Sensitive Issues Identify stalled WOs

Immediate attention needed

Emergency-centric

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Page 5: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Actionable Homepage

Features 5 key metrics

Actionable widgets

Threshold-based

Search

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Page 6: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Actionable Homepage - DEMO

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Actionable Homepage

In the Lab

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Page 8: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Actionable Homepage

Messaging Gets you important information

Better user reach

Fewer “surprises”

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Actionable Homepage

LNH Filters Admin set

Search by brand, FM, market

Looks like other filters

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Page 10: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Actionable Homepage

Open Invoices Open invoices widget

Completes the lifecycle

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Actionable Homepage

Embedded Support Access knowledge base

Chat

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Mobile

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Mobile

Keep your WOs moving even when you’re…

at a location.

at a meeting.

at the movies.

on the moon.

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Manage WOs

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Mobile

Manage WOsSearch

Re-assign

Update an NTE

Change a status

New experience

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Page 15: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Mobile

Notes Get the whole story

Who, what, and when

Add

Notify

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Mobile – DEMO

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Mobile

In the Lab

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Mobile

AttachmentsView

Add

Thumbnail and full screen

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Mobile

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Mobile

ProposalsSearch

Get notified

Review

Approve/reject

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Site Audit

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Site Audit

What is it?

On-site capture via mobile

Centralizedresults

Comprehensive and consistent

data

Real-time WO creation

* Site audit requires an additional license

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Page 23: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Site Audit

Benefits

Improve CapEx

decisions

Negotiate more effectively

Reduce training costs

Boost customer service

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Page 24: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Site Audit

Features

Centralized reporting

Configurable audit scope

Photos

WO creation

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Site Audit

What’s New?

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Site Audit

Follow-ups

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Site Audit

Multiple Audit Setups

Pre-open punch-list

Punch-lists

Safety Loss prevention

Visualmerchandising

Brand compliance

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Site Audit

My Site Audit

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Site Audit − DEMO

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Site Audit

In the Lab

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Site Audit

Available in Custom Analytics

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Site Audit

Photo Friendly Report

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Site AuditNew Experience

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Site Audit

Photo Inventory

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Site Audit

Photo Inventory

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Site Audit

Repair Estimation

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Site Audit

Capacity Planning

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14:30 - Next Generation Vision – Part 2• Invoicing

• Proposal Decision Support• Q&A with Jordan

BREAK

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Jordan BergtraumVP, Product Management

Next Gen VisionPart 2• Invoicing• Proposal Decision Support• Q&A with Jordan

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Invoicing

Page 41: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Invoicing

In the Lab

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Invoicing

Multi-Level Approval Configuration Self-service

Simplify troubleshooting

Real-time changes

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Invoicing

Validation Support Less time validating

Know when something’s “off”

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Invoicing

Validation Support Contracted rates

Hours from check-in

Number of techs

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Invoicing

Include Asset Improve spend tracking

Providers participate

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Page 46: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Invoicing

Include Asset Asset repaired

Asset replaced

Asset added

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Page 47: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Invoicing

Self-service

Rules by Category & Trade

NTE Limits

Date Filters

Providers

Reports

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Auto-approval Config

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Invoicing

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Auto-approval Config

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Proposal Decision Support

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Proposal Decision Support

In the Lab

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Page 51: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Proposal Decision Support

Goal Make informed decisions on

proposals

Are your proposals "normal”?

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Page 52: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Proposal Decision Support

Features Expose comparative historic data

Compare to your history

Compare to your peer group

Median, percentile

Contractor quality

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15:30 – Retailer’s Perspective

BREAK

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Paul Walsh

Retailer’s Perspective

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Bashir AbdallahHead of Supply Chain Products

Next Gen VisionPart 3• Compliance Manager• Contractor Products &

Experience• Q&A with Bashir

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Compliance Manager

Page 57: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Compliance Manager

The updated Compliance Manager allows clients to efficiently manage and monitor contractor compliance in the aggregate and send notifications to increase adherence to business requirements

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Benefits

√Aggregate view of your contractor network and overall compliance

√Quickly identify compliant and non-compliant contractors

√Take corrective action across contractor network to ensure corporate compliance

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Compliance Manager

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Solution / Features

Filter by trade / primary rank

For non-compliant contractors, easily see

which requirements are missing

Send bulk emails to non-compliant contractors

with one click

Activate and monitor new requirements in bulk

across all contractors or a select few

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Compliance Manager

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In the Lab

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Compliance Manager

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Upcoming Release

√Clients able to define parameters for Section Requirements

√Certificates of Insurance redesign (Client & Contractor)

√Requirements by Trade

√COI documents will be viewable in Compliance Manager

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Compliance Manager

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Financial Health & Verification

Partnering with Dun & Bradstreet, Inc. to offer customers a new product which will capture Contractor:

√Risk / Viability Rating

√Registered business information

√Socio-Economic Status

√Suits, Liens, Judgments & Bankruptcies

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Compliance Manager

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Contractor Products & Experience

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Contractor Product & Experience

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ServiceChannel is committed to becoming the world’s leading & best networked marketplace for customers, contractors and suppliers for supplies, repair & maintenance, facility management, energy transaction management, payments processing, big data, risk management & compliance.

Contractor Products & Experience

Page 65: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Core Features & Solutions

√Fixxbook - A directory geared toward connecting clients and their facility needs with commercial contractors and suppliers promote what they do through their profile

√Compliance Dashboard - Contractors & suppliers can manage services, compliance and preferences across all customers from a single dashboard

√Work Order Dashboard - Access to critical work order details immediately refreshed to reflect the priorities for the day

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Contractor Products & Experience

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Core Features & Solutions

√Reports - Providers can download work order & invoice reports and sort / filter by date or service type to access pertinent data

√Mobile Applications - Available for both iOS & Android

√Scorecard - Contractors can monitor and measure key performance indicators by individual customers or in the aggregate across all customers to demonstrate a focus on service performance

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Contractor Products & Experience

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Core Features & Solutions

Integrations - Web service integration (XML / cXML) lowers cost and improves ease of doing business

Service Care Support - 24/7/365 call center and online support available to contractors and suppliers; including follow-up support on work orders with eight hours or less required response

Knowledge Base & Training - Contractors and suppliers can access a robust knowledge base which provides insight on utilizing products and features.

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Contractor Products & Experience

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In the Lab

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Contractor Products & Experience

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October Release

√GPS Mobile App Improvements

• Electronic signature

• Multi-tech check-in

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Contractor Products & Experience

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Strategic Vision & Investment

√ API & Strategic Partner Integrations - Integrate you in-house platforms (accounting & field service software) with ServiceChannel

√ Service Automation Dashboard - Centralized actionable dashboard, work order / invoice details, compliance and better user experience in an improved environment.

√ Mobile Application - A new and improved mobile application which consolidates current apps and improves the features and functionality

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Contractor Products & Experience

Page 71: 1 WELCOME to September 2015. 2 Next Gen Vision Part 1 Actionable home page Mobile Site Audit

Strategic Vision & Investment

√ New Fixxbook Website - Improved website and search directory with features and functionality that draw the attention of FMs / Sourcing professionals and which will ultimately serve as a marketing tool for contractors & suppliers in the network

√ Analytics Dashboard - The ability for contractors & suppliers to access high level business intelligence which helps them better evaluate and manage their business

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Contractor Products & Experience

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Q&A

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Thank You!