KEY2ACT Corporate & Product Update

Connections Conference

Agenda

• KEY2ACT Corporate Update• Product Strategy• Product Roadmap• Synergy 2016 • Q&A

WennSoft dba “KEY2ACT”

• Acquisition – April 2015• Backing by a billion dollar investment organization• Adjusted our size to fit our new revenue model

• Strengthening our Partner relationships• Product-line Focus: Signature

• Looking at “white space” to fill with new modules or integrations• Planning new enhancement roadmap for SMS, JC, EMS

Signature 2016Signature 2016• Delivers compatibility with Microsoft Dynamics GP 2016• Introduces HTML 5.0 Web client for SMS, JC and EMS• Delivers a new option to bypass Union reporting (Job Cost)• New SMS and JC smartlist objects for Dynamics GP Smartlist Designer• Introduces Service Call Source and Building entities• Ensures Microsoft SQL Server 2016 compatibilityCRM Connect• Compatibility with Dynamics CRM 2016• For both Signature 2016 and Signature 2015 R2 SP1

Web Client Examples

MobileTech 5.0• Resco Framework and Woodford updates

• New temporary Sorting and Filtering capabilities on lists• View Unassigned

• Use of bar code to find unassigned Equipment • New button on “About” form to clear the log files from the client• Exposes Task Replacement Parts to field technicians

• New indicator to show they exist• New button/view to easily add as consumed item• New tab on service call detailed view & appointment completion process

New IndicatorNew button

NewTab

Task Materials

Click on the task material to see the ADD button. Press ADD to create the inventory transaction ------->

MobileTech 5.0• Increases size of notes field on Additional work form (256 to 32,768)• Adds visual indicator to appointment list to highlight timed ‘in’• Adds time in/time out fields to the preview, call and appointment summary • Adds ability to reset System Administrator password• Includes performance improvements in multiple areas

• Significant Load Data and Refresh Lookup performance improvements • Significant performance improvements on temporary data (calls, appts, tasks,

responses)

• Includes compatibility with Android’s latest OS v6.0 Marshmallow

Timed InSort & Filter

MobileTech 5.0• Compatibility:

• Signature 2016• Signature 2015 R2 SP1• Signature 2013 R3 SP3

Designed to Deliver…today and tomorrow

Continuous delivery of solutions that will improve your ability to streamline business

processes, expose data analytics that are intended to

reduce your internal costs and enable an improved customer service experience, while also introducing new technologies or solutions that enable you to better compete in your market

space.

Delivering: IOT and Data Transformation

“Simple analytics of an asset’s data can reveal basic insights.”

“More sophisticated analytics, applied to ASSET data that has been POOLED with data from

EXTERNAL and ENTERPRISE sources, unearth deeper insights.”

Source: Harvard Business Review, Oct 2015

Source: Harvard Business Review, Oct 2015

Pooled Data

Descriptive

Diagnostic

Predictive

Prescriptive

Capture Product’s Condition, Environment

And Operation

Detect Patterns thatSignal Impending

Events

Examine the Causes of Reduced Product

Performance orFailure

Identify Measures to Improve Outcomes or

Correct Problems

New Modules coming soon!Service Action Center

• Service Request entity, processes and forms• Define and automate communications via custom workflows• Integration service to manage requests for service from sources outside SMS, like:

• Service Channel• Email• Machines/Assets

Time and Expense Management• Replacing eTimeTrack with a new ‘app’ that includes:

• Cross browser support (Chrome, Safari, IE, Edge)• Android, iOS, Windows OS Support• Feature alignment with TimeTrack• Manager’s approval workflow• Crew Time Entry• Enhanced lookups

NEW! Integrations on the roadmap:

• Project Management (TBA)• Job planning and resourcing• Site events, RFIs, Documents

• Inventory Tracking (Appolis)• Inventory management, integrated to JC/SMS• Mobile-enabled on consumer devices

• Fleet Tracking (FieldLogix)• Fleet, Location and Equipment tracking via real-time GPS,

mobile-enabled solution

Wearable Solutions for the Field

• Video/Image and Video Conferencing for MobileTech• Integration to a cloud solution (TBA)• Ability to embed access to videos and images captured in the field

using an embedded hyperlink in the Service Call Resolution Note• Useful for:

• Site Safety Inspection• Asset “before and after” repair evidence• On rent/off rent condition• Video assistance – live video streaming• Video training – access to video-based education

Thank You!