Leverage Software Capabilities 8 1 07

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CommunityConnect Proposal | 2006 Leverage Software. Confidential and proprietary. Page 1

Community Powered By Leverage Software

Capabilities Document


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Table of Contents

Table of Contents ...................................................................................................................2Our Product, Our Proposal ..................................................................................3Executive Summary................................................................................................................3

Leverage Software: Web 2.0 for the Enterprise...................................................................3Social Networking at Your Organization..............................................................................4Advantages of a well-networked community........................................................................5

Leverage Software Functionality ............................................................................................ 5Overview: Match.com Meets My Space For the Enterprise............................................6Screenshots of Client Communities.....................................................................................7Detailed Functionality List..................................................................................................12

Clients................................................................................................................................... 16Logos.................................................................................................................................16Quotes from Our Happy Clients.........................................................................................17Case Studies.....................................................................................................................17

About Us...............................................................................................................................19Key Differentiators Why Leverage Software?....................................................................19The Team..........................................................................................................................20Locations & Growth...........................................................................................................20


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Our Product, Our Proposal

Executive Summary

Leverage Software: Web 2.0 for the Enterprise

We are delighted to be working with you to add social networking to your marketing strategy and web

presence. The time is right, because we are in a new era of brand-building. Traditional media and one-way

marketing communications arent working the way they once did. The number of consumers who say they

trust marketing messaging to make purchase decisions is lower than it has ever been (24%). Meanwhile,

the number of people who say they rely on their communityto make purchase decisions has been

increasing rapidly and sits at 84%, far surpassing those listening to marketing messages.

Customers expect to talk to you (and for you to listen) and they will connect, share, educate and influence

each other, whether you like it or not. The worlds best companies are celebrating this new era of customer

centricity and giving their communities a voice.

The Leverage Community Platform lets companies quickly and easily create communities of purpose,

allowing customers, partners, event attendees, developersanyoneto meet, build relationships, share

ideas, contribute content, and learn from one another. A robust community builds loyalty, gives you a way

to quickly understand customer values, needs, and opinions, and provides you with the insight you need to

drive your business. The strongest asset that your company has is your network of customers and

partnershow effectively are you engaging and listening to yours?

Leverage Software was founded in May of 2003 with the goal of enabling trusted communities. Leverage

Software is backed by leading investors including Halsey Minor, founder of CNET, and the largest private

investor in Salesforce.com. We provide hosted community solutions that increase loyalty, drive word of

mouth marketing, decrease customer support costs and increase customer feedback to drive product and

service innovation.

As the leader in enabling communities, it is our privilege to serve Microsoft, Sun, Informatica, Hilton Hotels,

Schwab, McKesson, The New York Times, CMP Media, IDG, InfoWorld, HP, SAP, Oracle and more than

100 additional organizations. Our clients are using our tools to unleash the power of their communities, be

they customers, partners, developers, user groups, affinity communities, consumers of media, customer

advisory boards, event attendees or political groups. Your community strategy is unique to you, but someof the ways our clients are using our tools today are:

Media Companies: building loyal customers and monetizing eyeballs through targeted ad sales & cross

selling

Technology Companies:developer communities, year-round event-related communities, user groups,

partner communities, etc.


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Consumer Product/Service Companies: ongoing customer communities, product innovation, WOM

marketing

Gaming Companies: ongoing gaming communities (revenue from ad/sponsor sales or subscription fees)

Associations & Event Managers: drive higher sponsor revenues, increase attendance and maintain

momentum post-event

Social Networking at Your Organization

Social networking will be a powerful solution for your organization. Your customers turn to you for

information on the industry, but recommendations from real people are also essential to your customers.

You have a chance to put your arms around your customer community and deploy its collective wisdom

and experiences as a key part of your own value proposition. Your customers will no longer be just visitors

or eyeballs or consumers of your content, the collective wisdom of the community becomes your brandasset. Their content is now yours. Because of the rich profile data customers fill out in order to be part of

the community, you will glean powerful new data about your customers not only who they are but what

they want, need and are looking for, enabling you to better target your content and services. Social

networks are sticky places users spend an average of 18 minutes per session within the communities

that we host. Not only does that mean stronger affinity for your brand, but it represents significant new

advertising real estate that you can monetize either through sales of targeted sponsorships or online

advertising, or cross-selling and up-selling of your own products and services. And probably most

importantly, the stronger the bonds and connections to each other, the more loyal they are to you.


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Advantages of a well-networked community

Build your brandGrow loyalty

Give your customers the voice they expect and deserve

Listen better and innovate faster

Improve your products and services

Know your evangelists and partner with them

Cut marketing content, customer service costs

Create new revenue streams

Increase WOM marketing and buzz

Tap into the wisdom of your customers

Increase event attendance

Cut customer service and marketing content development costs

Differentiate your company

Reduce attrition / retain customers

Build brand loyalty, because the more connected they are to each other, the more loyal they are to you.

Leverage Software Functionality

We are a software company, so whatever we have is yours for the taking, and we have a lot. In fact,

Leverage Software offers the most robust suite of enterprise-class community and social networking

features available today.


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Overview: Match.com Meets My Space For the Enterprise

Member Profile Space: Users can add a photo and create a profile that includes both interests and purpose

Online Matchmaking: let the system help you find like-minded users (customers, company reps, etc.)

Community Visualization Tools: see like-minded customers, company reps, sponsors, partners fast

Groups and Discussions: Let users self-organize and collaborate through private and public groups

Blogs: Share your ideas through an online web log, and post comments to others and subscribe via RSS

Collaborative Space For Media File Sharing: post documents, rich media and links that can be searched

Presence, IM and Chat: Know who is online and reach out to communicate in the mode of your choice

Favorites: Tag and create a personalized group within the community of your favorite profiles

Targeted Messaging Platform: Integrated targeting engine to get the right message to the right people

Revenue-Generating Ad/Sponsor Engine: sell highly-targeted ad space to sponsors or advertisers

Integration with Analytics and Advertising Applications: Link external applications into the system template

Networking Calendar Functionality: connect, collaborate and schedule meetings face to face

Personal Home Page: Users can see My Groups, My Matches and targeted messages from you

Rating, Survey and Polling: Gather feedback to find out whats important at the moment in your community

Social Tagging: Members can mark items of interest so others may quickly find the appropriate information

Public Content Visibility: Decide how much content members can access in front of a login

Email and RSS Notifications: Get notified when people or content are added that are relevant to you

Robust Reporting: Both executive summary and drill downs on critical community metrics


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Screenshots of Client Communities

1Leverage Software, Proprietary and Confidential

Custom-Branded Communit y Home

Use Leverage

Labs WidgetBuilder and PageBuilder to bubble

up key elementsof your

communitythroughout your

existing site

We can integrate withyour reg vendor or do aproject to enable single-

sign-on

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Leverage Software, Proprietary and Confidential

Network Visualization

All filters can becustomized for each

client and can be used tonarrow a people search

View key roles (eachrole can have

different admin and

access rights)

The PeopleMap yourcommunity laid out visually,based on relevance to you

Manage yourprofile, upload

media and aphoto

Mouse over peopleto see a summary of

their bio and an

image for quickcommunity scanning

Select or deselectfields and instantlysee the PeopleMap

update

Click on any person to seetheir full profile and to sendan email of introduction or

to set up a meeting

Quick

access todiscussion

groups

Invite afriend

See when any one is online

and logged in at the same

time as you


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Profiles of Purpose & Targeted Ad/Sponsor Engine

Graphical ads can beserved up in a mass- or

targeted way, based onany profile attribute

All profiles and matching

are based on both profile

(who you are) and purpose(what/who you are seeking

to accomplish)

Send an email ofintroduction or request a

meeting directly through

the system

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Meeting Scheduling and ManagementRequest a meeting with someonefrom the community, add a noteand suggest a time and place

(choose from pre-set up meetinglocations or create your own)

View, manage and print yourpersonal calendar

Community administrators can seemeetings scheduled and even print

calendars for attendees


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Search Across People, Groups, Discussions, Files and Meetings

Keyword search acrosspeople in the community,

groups created,discussions, all files and

meetings

See relevant people,groups, discussions

broken out separately


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Robust Groups Discussion Tools

Users can self-organize aroundgroups that are

meaningful to them.

Groups can invite

members, uploadfiles, hold

discussions and set

up meetings.

All files and posts

can be rated byothers

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Viral QuickConnect Cards

With a quick cut and paste of code into their

external signature files, blogs, web sites,etc., community members become

recruiters and your community grows virally.


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17Leverage Software, Proprietary and Confidential

Emails Notify You When Matching People Join The Community

Rich Data On Customers and Their Interests on the Back End

Executive dashboard with top-line summary findings as well as

drill downs to finer and finerlevels of granularity


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Detailed Functionality List

User Profile

Every user is given a personalized profile page which includes picture, profile information, personal

description, personal interests and purpose, and group memberships.

Members may represent themselves in the community with a picture, through defined profile attributes

(customizable by client), by entering free text, and by uploading media including videos, images,

documents and any other file format.

File posting

Every user in the Leverage system has the ability to post content of any format (video, music, documents,

etc.) to their personal profile page or post files to a group they are a part of. Files and discussions can be

rated by the community.

Email messages to the community

Administrators can send email communications to the community either to members within the

community or to those who have not yet registered. Messaging can be tailored by the administrator.

Notifications

Members can choose to be notified by email when matching people join the system. Members can also get

email or RSS feeds based on subscriptions within group discussions

Features that encourage adoption

Users can receive system emails that let you know when matching people are added to the site.

By copying and pasting a snippet of code into a signature file, a blog, or any other external-facing digital

medium, a community member can display a dynamic profile card which invites others to join the

community. Turn on this feature if you would like your users to help you drive awareness and adoption.

Users can send invitations to others to join the community

People-Matching

The system will suggest relevant people matches for you via email (based on both profile and intentions).

People can also search for people interactively, through the PeopleMap, or by attribute. Leverage

Softwares matching is two-way, taking into account mutual interests, relevant areas of expertise and

common profiles. Dynamic peer visualization through AJAX-based PeopleMap

Search

The Leverage platform currently supports keyword searching across content (files names and descriptions)

and people in the system. Through one common search, members may find all of the followingrelevant

people, groups, forum posts, documents, media files, and meetings within the system.


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Presence

As people navigate through the community, the system will indicate when another community member is

online at that time.

Groups Functionality and Discussion Forums

The Leverage Community Platform includes a discussion forum system which allows users to post, reply,

search, engage in discussion, set up meetings, and rate messages. Administrators or users can set up

discussion groups and can be designated as public or private. Community members must be approved by

the group owner if they wish to gain access into a private group. In addition, groups and particular

discussion threads may be subscribed to via email or RSS.

BlogsEach member of the community may share their ideas through an online web log. Blogs are fully integrated

into the community platform, so that all posts are keyword-searchable. Community members may post

comments to any blog, or subscribe to that blog through RSS.

My Contacts

All community members may save off any member to their own personal "My Contacts" list, which provides

them with a centralized place to keep track of those community members who are particularly important to

them.

Social Tagging

Social tags provide each community member with the ability to mark items of interest so that other membermay quickly find the appropriate information. This process empowers community members to, over time,

create a living knowledgebase index of all information contained within the community.

Tag Search

Other individuals within the community may utilize those tags to quickly browse and tag search using atag cloud to quickly find the information which is most important to them.

Private Messaging

Users can communicate directly with any other member of the community. Every member in the system is

given a private in-box which is a repository for your private discussions.

Interactive Group ChatCommunity members may connect with one another in real-time, through the Interactive Group Chat

feature. For the community administrator, chat room activity reporting can support archiving.

Integrated Opinion Polls

Community administrators may solicit and understand the opinions and ideas of their community members

by creating and delivering opinion polls. Multiple polls may be activated at one time, and all data is

collected and summarized in real-time. At the community administrators discretion, poll results may now


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be shared with other members of the community, providing another item to community owners to drive

activity and increase user adoption.

Meetings Schedul ing and Calendar Management

Users can request meetings directly, suggest a time and place, and manage and view their appointments

and calendar in one central place. All meetings can be uploaded into Outlook.

Administrator can import a master calendar into the system and limit the times when people can schedule

meetings. Administrators can also do on-site printing of schedules by individual or by location in the

system.

File and Discussion Rating System

All files and discussion posts can be rated by the community

List upload to pre-populate community

Administrator can upload into the system a flat file of people to be invited into the system, and if available,

any information to pre-populate the profiles

Community Visibil ity and Search Engine Optimization

The administrators of Leverage Software systems may determine if they wish their communities to bepublic or private. If these are private, all information is hidden from external search engines and anonymousaccess. However, for those who wish to develop public communities, a number of features have beendeveloped. These include feature visibility configuration and dynamic page titles.

User Roles Management

Administrators can customize the roles they want to display within the system. Rights around participationin groups, ability to schedule meetings and ability to request introductions can all be defined by role.

Targeted sponsorship / advertising engine

Administrators can create ad units that are featured throughout the site and can include any message

(combination of image, text and link). These ad units can be used to feature anything from advertiser

content, sponsor messaging, cross-selling messages, or featured groups within the community.

These advertising units can be broadcast throughout the site for all users to see, or you can choose to

show an ad unit to only subsets of the community based on keywords within a members profile.

Community Activity Reporting (aggregate and drill downs):

Statistical overview of most profile questions, as configured by the client (including the difference between

delta between profile and interests)

Number of Logins in the past week

Number of Discussions in the past week

Number of logins by week


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Number of Meetings scheduled (and the number accepted, declined, and pending)

Number of people invited into the system

Number of registered users

Number of people who have completed the profile and also their interests

20 Most active users and their total discussions and last login date

Ability to export profile and interest data for the entire community

Detailed search and ability to export search results

Interactive search based on any three criteria within the profile (e.g. VPs of Marketing from the West

interested in CRM)


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Clients

Logos

The worlds most innovative companies are using Leverage Software to power their communities of

purpose.


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Quotes from Our Happy Clients

Our ConnectOnDemand community is an important part of the Salesforce.com strategy. Our social

networking site is keeping current customers feel a sense of loyalty and connection to us as a brand and to

each other, helping us to more quickly close prospects. The collective wisdom of the group enhances ourreputation as a CRM thought-leader. In addition, the community has become a key resource for people

with questions and problems, which helps us keep our customer support costs low. TheLeverage

Software platform has been the key to making this happen. Thank you so much, Leverage Software, for

your commitment to innovation and to our success.

Erica Kuhl, Salesforce.com

By usingLeverage Software, we have added an active social networking dimension to our offering that

bounds our communities more tightly together before, during and after events. We are successfully using

the platform to drive customer satisfaction, retention and incremental revenue.

Jon Graves, CMP Media

Case Studies

Case Study: Salesforce.com

CHALLENGES

Salesforce.com needed a way to add value to their

customer events and open communication paths

between staff, partners, customers and prospects year-

round. The new communication platform would be used

to drive the community goals for Salesforce.com while

creating a platform for helping its customers and

partners connect and get business done.

SOLUTION

Salesforce.com created ConnectOnDemand, using

Leverage Softwares platform in which customers,

partners, prospects and the Salesforceteam themselves

can connect and share best practices online.

The tool allows users to find people, files, groups and

discussions based on either their profile or business

goals, which has fostered an energetic environment to

get business done.

RESULTS

Our ConnectOnDemandcommunity is an important part of the Salesforce.com strategy. Our social networking site is keeping current customers feel a sense of loyalty and

connection to us as a brand and to each other, helping us to more quickly close prospects. The collective wisdom of the group enhances our reputation as a CRM thought-

leader . In addition, the community has become a key resource for peoplewith questions and problems, which helps us keep our customer support costs low. The Leverage

Software platform has been the key to making this happen. Thank you so much, Leverage Software, for your commitment to innovation and to our success.

Erica Kuhl, Salesforce.com


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Case Study: Microsoft

CHALLENGES

Tech-Ed is the main educational event for Microsofts

community of developers. Microsoft was looking for a way to

increase verified attendance on-site, increase the time spent

by each attendee at the event, and to continue the

momentum, learning and networking beyond the 5 days.

SOLUTION

Tech-Ed Connect, powered by Leverage Software, was the

online, social networking extension of the event so that

developers could connect before, during and after the event.

KEY INSIGHTS

The community self-organized around topics and segments

that Microsoft never could have predicted, driving insight andindicating new opportunities

By allowing the scheduling of events on campus through

Tech-Ed Connect, Microsoft was able to keep events on

campus, driving the more interactions and increasing the

energy of the event.

Microsoft created a physical meet-up space at the event

called Tech-Ed Connect lounge, which was hugely popular.

RESULTS

Percentage of invitees who registered 27%

Discussions/introductions 3,000+

Groups Created 150+

Posts to discussion topics 600+


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Case Study: InfoWorld

CHALLENGES

Infoworld.comis challenged with trying to drive its

business and grow its on-line traffic in a highly

competitive media market. Constantly fighting for ad

dollars and, hence, needing to increase traffic and pages

views, Infoworld.comsought a new and innovative

approach to drive their business goals.

SOLUTION

Infoworld.coms Exec-Connect is a highly active, ongoing

community of IT executives powered by Leverage

Software.

KEY INSIGHTS

The highly sticky user experience means increases in

duration on the site, return traffic and page views which

all drive higher advertising sales.

The ability to up sell other IDG media products in atargeted and non-intrusive manner also drives significant

upside for Infoworld.com.

RESULTS

The ability to up sell other IDG media products in a

targeted and non-intrusive manner also drives significant

upside

Nearly 3000 active, registered users, organized around

33 discussion groups.

About Us

Key Differentiators Why Leverage Software?

Thought leadership separates Leverage Software from the competition. Our mission is to enable trusted

communities with cutting edge tools that empower the user and give the intelligence to the host. Our front

end community tools are patent pending, our backend reporting and analytics are unmatched, but its our

approach that delivers measurable results.

We focus on delivering a strategic combination of unique tools in a systematic way that is customized to

each community. With Leverage youll get more than just simple discussion forums and commoditized

tools. Youll get a custom solution built to execute your community strategy and deliver an audience.


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The Team

Mike Walsh, CEO and founder

12 years of experience selling software to C-level at Global 2000

BSME WPI, MBA Columbia University 04, MBA HAAS 03

Joseph Kleinschmidt, CTO and founder

10 years experience designing, developing, and products and services

Lucent, Commonwealth Edison, and Macromedia, BA, Northwestern University

Locations & Growth

HQ, 150 South Park, San Francisco, California

20 Employees and growing

4 years in business, 100+ Clients

Documents

Leverage Software Capabilities 8 1 07