TrueComp ® Implementation Panel with Solutions Architecture Joseph DeHaven, Jason Kearns, David Ritson, Derrick Russ Tuesday, October 14 th 2008

Introduction – Joe DeHaven Principal Solutions Architect [email_address] Other roles over 9 years at Callidus: Project Manager Principal Consultant Compensation Consultant 29 years at Prudential – Field Comp Design and Systems Implementation. Worldwide Clients Supported Insurance and Financial Services – 20+ Clients High Technology – 10+ Clients Telecommunications – 5+ Clients Other Verticals – 5+ Clients Functional Architect – focus on project organization, requirements, functional design, product capabilities, testing, and business operations. Primary objective is to provide prevention guidance to project teams.

Principal Solutions Architect

[email_address]

Other roles over 9 years at Callidus:

Project Manager

Principal Consultant

Compensation Consultant

29 years at Prudential – Field Comp Design and Systems Implementation.

Worldwide Clients Supported

Insurance and Financial Services – 20+ Clients

High Technology – 10+ Clients

Telecommunications – 5+ Clients

Other Verticals – 5+ Clients

Functional Architect – focus on project organization, requirements, functional design, product capabilities, testing, and business operations. Primary objective is to provide prevention guidance to project teams.

Introduction – Jason Kearns Sr. Solutions Architect [email_address] Nearly one year at Callidus after coming over with Compensation Technologies acquisition 8 years total experience with EIM implementations, 5 ½ with Callidus 13+ current and completed TrueComp ® implementations 1 year as a Compensation Manager with major telco Functional Architect – focus on project organization, requirements, functional design, product capabilities, testing, and business operations. Primary objective is to provide prevention guidance to project teams.

Sr. Solutions Architect

[email_address]

Nearly one year at Callidus after coming over with Compensation Technologies acquisition

8 years total experience with EIM implementations, 5 ½ with Callidus

13+ current and completed TrueComp ® implementations

1 year as a Compensation Manager with major telco

Functional Architect – focus on project organization, requirements, functional design, product capabilities, testing, and business operations. Primary objective is to provide prevention guidance to project teams.

Introduction – David Ritson Technical Director, Solutions Architecture [email_address] Other roles over 9 Years at Callidus: Chief Technical Architect, Expert Services Principal Consultant Worldwide Clients Supported Insurance and Financial Services – 20+ Clients High Technology – 10+ Clients Telecommunications – 10+ Clients Specialties Performance ETL Pipeline troubleshooting All Oracle issues

Technical Director, Solutions Architecture

[email_address]

Other roles over 9 Years at Callidus:

Chief Technical Architect, Expert Services

Principal Consultant

Worldwide Clients Supported

Insurance and Financial Services – 20+ Clients

High Technology – 10+ Clients

Telecommunications – 10+ Clients

Specialties

Performance

ETL

Pipeline troubleshooting

All Oracle issues

Introduction – Derrick Russ Managing Director, Solutions Architecture [email_address] Other roles over 6 Years at Callidus Account Manager, East Region Client Services Project Manager Integration Consultant 9 Years in IT consulting prior to Callidus Worldwide Clients Supported Insurance, Banking and Financial Services Pharmaceuticals High Technology Telecommunications Retail

Managing Director, Solutions Architecture

[email_address]

Other roles over 6 Years at Callidus

Account Manager, East Region Client Services

Project Manager

Integration Consultant

9 Years in IT consulting prior to Callidus

Worldwide Clients Supported

Insurance, Banking and Financial Services

Pharmaceuticals

High Technology

Telecommunications

Retail

Callidus Suite Total Package Solution Integration ETL Inbound Validation Stage Hooks Plug-Ins Customized Functions TrueComp ® (with TrueProducer™) Exposed User Rule Interface Plan, Rule, Reference Data Reporting (and Callidus TrueAnalytics™) External Face of System

Total Package Solution

Integration

ETL

Inbound Validation

Stage Hooks

Plug-Ins

Customized Functions

TrueComp ® (with TrueProducer™)

Exposed User Rule Interface

Plan, Rule, Reference Data

Reporting (and Callidus TrueAnalytics™)

External Face of System

TrueComp ® Suite TrueComp ® TrueProducer ™ Reporting TrueAnalytics ™ Integration

Pain Points Under estimation of client resource needs Inflexibility of existing business processes Limited Client Participation “ Mis-estimated” Data Quality Extensive Manual Processes

Under estimation of client resource needs

Inflexibility of existing business processes

Limited Client Participation

“ Mis-estimated” Data Quality

Extensive Manual Processes