Mobiso Intro1109

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Mobiso makes mobility work

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  • As employees become more mobile with their own devices, they run the risk of becoming islands – hard to reach, hard to manage their activities.
  • Yankee Group provided 2008 and May 2009 estimates. In-Stat reports 55% are personal liability (WSJ, July 2009) As a consequence, we expect that the shift toward employee-provided mobile devices will continue, and we will find a greater variety of mobile platforms and applications connecting to the company network. The influx of employee-procured mobile devices onto the company network is a growing trend. In the short term, it can provide the organization with a lower-cost path to broader mobility capability. Andrew Borg, Sr. Analyst, Mobility and Wireless, Aberdeen Group, April 2009 http://www.thevoicereport.com/thewirelesspulse/archive/200810.html
  • A SaaS, Mobiso simultaneously tackles the accounting challenge of tracking usage with the challenges of mobile islands trying to connect accurately, safely, and efficiently. Employees provide the detail that management needs, management provides the addressbook and services the mobile people need to be productive and more closely integrated to their company. By providing value to the mobile employee, the employee is more receptive to cooperating with the company’s wireless management policy. Saves time for the mobile: managing directories, connecting, expensing. A device-based solution, not tied to carriers.
  • Establishes quid pro quo with employees: work with us to automate expense tracking, you get freedom of choice and some important productivity aids
  • Some enterprises already have a corporate addressbook on handhelds through Exchange, Notes, or other applications. Mobiso is another copy of that directory but adds value: designation of personal/business for expense management, employee control of location, custom entries to enhance mobile communication, teams/lists for mobile connections, intelligent speech interface for safety. Employees only sync to the corporate data they need…
  • Future services under consideration: call recording, translator service
  • The mobiso web site will allow employees to also submit new expenses: an allocation for the data plan, reimbursement for past underpayments (eg due to roaming/other carrier charges, and other expenses within the company’s wireless management policy. Management can define rules for employees to see, e.g. we reimburse data plans at $50. Expense reports will be collected on the 25 th of the month. The integrated SEAA indicates that the call detail will include incoming calls where companies use an SEAA to funnel calls to their mobile people: using the SEAA maintains visibility of client communications, improves customer service due to attended call (follow, voice messaging, create an alternative contact)
  • Expense Reports: mobile peoples’ time, IT and financial peoples’ time, overstated employee expenses Actual Expenses: Fixed subsidies will be inaccurate, penalize most active mobile people, and subject to IRS scrutiny over fringe benefits Tax benefits: Companies will be unable to deduct wireless expenses under corp liability unless personal use is deducted. Companies will be challenged to deduct costs of personal liability unless accuracy is present. Employees will have difficulty substantiating 2106 expenses without detailed records.
  • EY showed benefits of telephony portal through Mobiso for travelers: reorigination (hotel fees), roaming, voicemail access 1.3MM per year save for 3,000 travelers/mo
  • Relevant IRS code: 280F(d)(4)(A)(v) identifies cell phones as listed property; 274(d) specifies substantiation requirements; section 1.274-5T(a) provides that no deduction or credit shall be allowed with respect to any listed property unless the taxpayer substantiates each element of the expenditure or use. **Though IRS Notice 2009-46 raised a stir, it’s possible that the IRS will repeal the tax of personal use of corporate property as income. A safe harbor or minimal use alternative may be adopted so that detailed accounting of personal use may not be necessary for corporate liability - the focus of Mobiso accuracy would lie with validating TEM or carrier invoices. ‘ the employer must have some method to require the employee to keep records that distinguish business from personal phone charges’ IRS.gov: http://www.irs.gov/govt/fslg/article/0,,id=167154,00.html Challenge: is business use of a smart phone necessarily need to include email, SMS use, document review, etc
  • Mobiso Intro1109

    1. 1. Mobiso 6.0 Release Beta Pilots: Oct. 2009 Interop Debut: Nov. 17 2009 General Availability: Dec. 2009
    2. 2. Our History in Enterprise Communications <ul><ul><li>15 years experience building, integrating and deploying SaaS solutions for some of the largest, most demanding enterprises </li></ul></ul><ul><ul><li>Proprietary software in messaging, speech, UC, and wireless </li></ul></ul><ul><ul><li>Patent-winning software </li></ul></ul><ul><ul><li>Spun off technology for Cisco OEM </li></ul></ul><ul><ul><li>7x24x365 service organization </li></ul></ul><ul><ul><li>Support global requirements </li></ul></ul><ul><ul><li>Public and private clouds </li></ul></ul>
    3. 3. Customers Partners
    4. 4. The Business Challenge Issues with Growing Wireless Use <ul><li>For Management </li></ul><ul><ul><ul><li>Growing effort and costs of mobility </li></ul></ul></ul><ul><ul><ul><li>Device and application diversity </li></ul></ul></ul><ul><ul><ul><li>Employees becoming islands </li></ul></ul></ul><ul><ul><ul><li>Need for accurate record-keeping </li></ul></ul></ul><ul><ul><ul><ul><li>Expense reports, carrier invoices, IRS/SOX compliance </li></ul></ul></ul></ul><ul><li>For Employees </li></ul><ul><ul><ul><li>Submitting expense reports </li></ul></ul></ul><ul><ul><ul><li>Sorting business and personal usage </li></ul></ul></ul><ul><ul><ul><li>Wanting freedom of choice </li></ul></ul></ul><ul><ul><ul><li>Maximizing productivity & connectivity while mobile </li></ul></ul></ul>
    5. 5. Support for Employee Liability Grows ‘ We expect that the shift toward employee-provided mobile devices will continue…The influx of employee-procured mobile devices onto the company network is a growing trend’ Andrew Borg, Sr. Analyst, Mobility and Wireless, Aberdeen Group, April 2009 % of Enterprises Supporting Employee Liability
    6. 6. Introducing: Mobiso 6.0 <ul><li>A SaaS delivering on two value propositions: </li></ul><ul><ul><ul><li>Automation to better manage wireless use </li></ul></ul></ul><ul><ul><ul><li>Improving the productivity of mobile employees </li></ul></ul></ul>Mobile Addressbook Mobile Workers IT Management Productivity Gains Accurate Usage Data Wireless Management Corporate & Personal Mobile Productivity
    7. 7. The Mobility Portal for Expense Management <ul><li>Always accurate corporate directory </li></ul><ul><li>Cloud-based, unifying directory </li></ul><ul><li>Teams and lists </li></ul><ul><li>Dialing shortcuts </li></ul><ul><li>Invoicing client calls </li></ul><ul><li>Updating CRM </li></ul><ul><li>Controlling location </li></ul><ul><li>Speech-enabled interface </li></ul><ul><li>On-demand communications services </li></ul><ul><ul><li>A natural vehicle for tracking people connections </li></ul></ul><ul><ul><li>Harvests ROI through enhanced mobile productivity: </li></ul></ul><ul><ul><li>Promotes cooperation with wireless management policy </li></ul></ul><ul><ul><li>Protection of corporate intelligence and relationships </li></ul></ul>
    8. 8. The Cloud-Based Mobility Portal Speech Assistant Mobile Addressbook Personal Contacts <ul><li>Sync personal addressbook from handheld </li></ul><ul><li>Select corporate records for sync </li></ul><ul><li>Update preferred contact number </li></ul><ul><li>Set up teams </li></ul><ul><li>Speech-enabled assistant </li></ul><ul><li>CRM integration/other Application Integration </li></ul><ul><li>Corporate Records </li></ul><ul><li>Feeds/Web admin </li></ul><ul><li>Custom entries </li></ul><ul><li>Team definitions </li></ul>Unified Addressbook Real-time, shared, self-correcting addressbook saves time for the mobile
    9. 9. <ul><li>Captures call detail </li></ul><ul><li>Incoming and outgoing </li></ul><ul><li>Pop up when call not identified </li></ul><ul><li>Annotate call detail </li></ul><ul><li>Automated sync with cloud </li></ul><ul><li>iPhone over USB tether </li></ul>Mobiso Mobile Software Speech Assistant Mobile Addressbook
    10. 10. Beyond Expense Management Mobiso Mobile Services Speech Assistant Mobile Addressbook Toll Free Intl Toll Free <ul><li>Voice messaging and call coverage </li></ul><ul><li>Ad-hoc conferencing </li></ul><ul><li>SEAA </li></ul><ul><li>Intelligent speech assistant </li></ul><ul><li>Level 3 trunks </li></ul><ul><li>IP calls (Skype, WLAN) </li></ul><ul><li>SEAA calls </li></ul>Current Service Options
    11. 11. Speech Assistant Mobile Addressbook <ul><li>Minimal effort by employee </li></ul><ul><li>Device-based capture, non-obtrusive </li></ul><ul><li>Integrated speech attendant (SEAA) </li></ul><ul><li>Customizable call detail </li></ul>Mobile Worker IT Management Mobiso.com Call Detail Rules Mark Personal Contacts Call & Usage Detail Expense Management Incoming Calls Incoming Calls SEAA calls Review Calls
    12. 12. The Financials Cost Savings in Wireless Management <ul><li>Eliminate Expense Reports </li></ul><ul><li>Only pay for ACTUAL expenses (30-40% average savings) </li></ul><ul><li>Gain tax benefits </li></ul><ul><li>Reduce real risk: </li></ul><ul><ul><li>IRS concerns </li></ul></ul><ul><ul><li>Loss of prospect/client control </li></ul></ul><ul><ul><li>Compliance with HIPPA/SOX/GLBA </li></ul></ul>
    13. 13. None Corporate Liability Reimbursement Employees pay back personal usage Employee None, employees eat costs Company pays fixed subsidy Company pays actual expenses Challenges Risks Costs <ul><li>Personal Use may be fringe benefit </li></ul><ul><li>IRS may disallow corporate deductions </li></ul><ul><li>IT time/cost managing wireless plans </li></ul><ul><li>Time spent reviewing and identifying personal calls </li></ul><ul><li>Estimating personal use of data plan </li></ul><ul><li>IT time/cost processing claims, managing wireless </li></ul><ul><li>Employee morale </li></ul><ul><li>Employees’ need records for 2106 filing </li></ul><ul><li>A subsidy is a rough estimate </li></ul><ul><li>All payments either over/under actual spending </li></ul><ul><li>IRS may or may not find subsidy appropriate </li></ul><ul><li>Time and effort in expense reporting, for both mobile and staff </li></ul><ul><li>Over-reported expenses (30%) </li></ul>How Mobiso Can Help <ul><li>Automates collection of accurate personal usage </li></ul><ul><li>Assures IRS deduction </li></ul><ul><li>Validates carrier invoices </li></ul><ul><li>Saves employees’ time through automation </li></ul><ul><li>Produces detailed records for tax returns </li></ul><ul><li>Enables shift to accurate reimbursement </li></ul><ul><li>Removes ambiguity and instills fair reimbursement for actual usage </li></ul><ul><li>Company pays actual expenses </li></ul><ul><li>Company saves money </li></ul>Corporate vs. Employee Liability
    14. 14. Case Studies E&Y’s Mobiso 1.0 Portal <ul><ul><li>Global network of speech-enhanced service portals </li></ul></ul><ul><ul><li>Private cloud, multiple global locations </li></ul></ul><ul><ul><li>Only firm-wide calling card - replaced Sprint - 27,000 subscribers </li></ul></ul><ul><ul><li>Reduced telecomm costs paid for program in Month #3 </li></ul></ul><ul><ul><li>Speech-driven corporate and personal directories </li></ul></ul><ul><ul><li>Custom directory entries, voicemail service </li></ul></ul>“ John Jacobs” “ Call Dave Ender on his cell” “ EY Travel Desk” “ Voice Mail” EY/Card
    15. 15. <ul><li>Accurate information for wireless management </li></ul><ul><ul><ul><li>Allows employee liability with enterprise control </li></ul></ul></ul><ul><ul><ul><li>Automated expense reporting </li></ul></ul></ul><ul><ul><ul><li>Improved tax compliance </li></ul></ul></ul><ul><ul><ul><li>Improves visibility over mobile communications </li></ul></ul></ul><ul><li>Improved mobile productivity </li></ul><ul><ul><ul><li>An accurate, speech-enabled addressbook </li></ul></ul></ul><ul><ul><ul><li>Less time reporting expenses </li></ul></ul></ul><ul><ul><ul><li>Supporting mobility services on demand </li></ul></ul></ul>Mobiso 6.0 A Cloud-based Mobility Portal for Business
    16. 16. Topics to Consider Additional thoughts
    17. 17. IRS Impact on Wireless Management Mobiso provides the substantiation requirements of the IRS to support both employee and corporate liability plans** Wireless Plan Tax Impact to Company Tax Impact to Employees Corporate Liability (CL) The costs of CL are a deductible business expense But personal usage must be identified and removed IRS Notice 2009-46 creating stir Personal use of device is a fringe benefit Monthly personal minutes are income at fair market value of minutes “ Minimal Use” may exempt income Employee Liability (EL) Submitted business use expenses reimbursed are a tax deduction Unreimbursed business use is a tax deduction
    18. 18. Corporate & Employee Liability Pros & Cons *’Employees expense 30% higher than actual costs’ Yankee Group, 2008 Wireless Plan For the Company For the Employees Corporate Liability (CL) Lower costs through shared pools Control over phone number Fewer devices to support IT costs for purchasing and managing plans Lack of staff Free phone and plan No freedom of choice Potential for 2 phones Separating personal use Employee Liability (EL) Lower IT costs for purchasing and managing plans Increase in wireless costs* Security of company data Device diversity for applications Freedom of choice Submitting expense sheets Separating business use Personal use issue when subsidized Tax reporting for 2106 form
    19. 19. Let’s Discuss! <ul><li>Contact Deb Brown at 978-442-3048 or via email [email_address] to see how Mobiso can give you the visibility and control to manage mobility in your enterprise </li></ul>

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