The CEO of Infinity Software welcomed attendees to their annual user conference. He provided an overview of the company's background and growth, trends in SaaS HRIS, their technology roadmap for the next year, and investment in partner development. Key areas of focus included advancing unified human capital management, mobility, analytics, and continued improvements to benefits management, time and attendance, and performance management. The conference aimed to provide partners and customers insights to help drive engagement and success.

1. Keynote
Address
Jeff Torczon,
CEO

2. Welcome
 Welcome to the first annual Infinity Software User Conference
 Thank you to our attendees and organizers

3. Keynote Agenda
 Infinity Software Solutions, Inc. Background
 Partner Growth
 What’s changing in our market / trends in SaaS HRIS
 How SaaS fits in
 Technology Roadmap
 Our investment in partner development
 Looking ahead to conference sessions

4. Infinity Software Background
 Infinity Software Solutions, Inc.
 Based in Scottsdale, AZ
 Founded in 2002, 60% annual growth rate since 2010
 Technology
 Cloud-based from Day 1
 Began as a cloud-based Benefit Administration and Enrollment system
 Have now expanded to a full Human Capital Management System
 Largest brand is InfinityHR, but is private labeled under eight other brands across the
world.

5.  partner growth

6. Partners
 Partner channel
 Development of partner channel began in 2009
 Over 80 partners now provide at least one component of Marketing, Sales,
Implementation, and Service
 Many partners provide all four
 Today, roughly 75% of all companies implementing our technology are sourced by one of
our valued partners
 Our top partners have experienced growth rates above 50% over the past 12 months.
 Our business has transformed from a Product Company to a Service Provider
Company.
 The investment that we will make in our partners will continue to grow.

7.  trends in SaaS HRIS

8. SaaS
Enterprise CIO’s estimate that in 5
years, they expect to spend a
majority of their software budgets
on SaaS.
- Citi Research

9. HR adoption is growing even faster

10. What areas are being targeted?

11. How effective are SaaS solutions?
InfinityHR has been able to deliver on expectations validated by our two year
churn average of less than 3%.

12. Top 10 Reasons for cancellation
1. Not seeing ROI on their investment after purchase
2. Not implemented in time
3. Loss of key user or advocate
4. Poor utilization and/or adoption
5. Not realizing the value proposition
6. Lack of features in the product
7. New Management
8. Buggy product
9. Outgrew the solution or company downsized
10. Not a right fit, the product is not for them
The Top 5 Reasons are directly related to customer engagement
* 2014 Totango Survey of SaaS customers

13. What we’ve learned
 Engagement is the key to long term success
 Understanding why a customer is doing what they are doing rather than
focusing on how they have done it in the past.
 Then guiding the customer through a new and improved process
It is our goal to drive Product and Partner development in a way that
supports customer engagement

14.  the SaaS development model

15. Understanding SaaS
 The SaaS model is a shared environment
 Customers share a single, common infrastructure and code base that is
centrally maintained
 Pros of this model include:
 Rapid innovation
 Lower time to market for product upgrades
 Lower adoption costs
 Cons of this model include:
 Configuration over Customization
 Less individual attention
 Less control over product upgrades

16. What our customer tell us is important

17. Positioning SaaS
“Customer success with SaaS is less about
individual product development and more
about scalable product development and
delivery that implements best practices that
all customers can benefit from”

18.  technology roadmap

19. 2013 Service Packs
 11 Service Packs delivered in 2013
 General Service Pack (April)
 Export Service Pack (May)
 Online Help Introduction (May)
 Workflow Mgmt Service Pack (May)
 Enterprise Portal Service Pack (June)
 ATS Service Pack (August)
 Workflow Mgmt Service Pack (August)
 Benefit Mgmt Service Pack (August)
 TLM Upgrade (September)
 TLM Service Pack (December)
 Benefit Mgmt Service Pack (December)

20. 2014 Service Packs
 9 Service Packs delivered YTD (in 2014)
 ACA Reporting Service Pack (February)
 Employee Reporting Service Pack (February)
 ATS Service Pack (February)
 Workflow Mgmt Service Pack (March)
 Enterprise Portal Service Pack (March)
 General Change Reporting Service Pack (May)
 TLM Service Pack (July)
 Aurico and Aflac Integration Service Pack (July)
 One-click Reporting Service Pack (August)
 We are on track to deliver between 12 and 14 service packs in 2014

21. Looking Ahead to next 12 months
 Advancement of unified human capital management
 Benefit Management
 Time & Labor Management
 Performance Management
 ATS / Recruiting
 Export Management & Benefit Reporting
 Mobility & User Interface
 HR Analytics

22. Unified Human Capital Management
 Expansion of our Web Services
Platform
 Improvement in ability to integrate
payroll data
 Continuous improvement to Time &
Labor Management product
HR
TLM Payroll

23. Benefit Management
 ACA Compliance
 Improved contribution-based
benefit processing
 Improved tools for
understanding EDI files
and dependencies

24. Time & Labor Management
 Expense Tracking
 Enhanced TLM Dashboard
 Stronger support for CA
meal break requirements
 Enhanced scheduling
capabilities

25. Performance Management
 Improved alignment between strategic goals and
employee actions
 Focus on providing a continuous stream of employee
engagement & feedback
 Improved recognition features
 Analytics to identify skill gaps and high performers
 Integration with Time & Attendance feature to provide
insights into how time is aligned with strategic goals

26. ATS
 Improved Analytics aimed at improving recruiting
processes and efficiencies
 Improved integration with Performance Management
module
 Zip Recruiter Integration for sending job postings to
multiple job boards
 Improved Applicant navigation

27. Export Management
 Improved change reporting
 Simplified exporting capabilities
 Improved export field definitions
 Improved benefit reporting with expanded filtering
options for generating benefit reports

28. Redesigned UI
 Updated User Interface
experience
 Focus on simplicity and
mobility
 Centered around people and
analytic-driven processes

29. Mobile App
 Native mobile App for Apple,
Android, and Microsoft Phones
expected to be released in Q1 of
2015.
 Initial App will provide functionality
for
 Time Off Tracking
 Time & Attendance
 Benefit Viewing

30. HR Analytics
Employees
Applicant
Tracking
Onboarding
Benefits
Management
Time &
Attendance
Time Off
Tracking
Performance
Workflow
Mgmt
 Brings central view to all
data available within
InfinityHR
 Simplified, yet actionable

31.  our investment in partner development

32. Partner Development
 Marketing Support
 Sales Training
 Best Practices for
Implementation
 Training & Assessments
 Online Help
 Partner Development
Manager
Partner development will only
be successful through partner
feedback.

33.  looking ahead to:
 conference sessions
 happy hour
 open house

34.  thank you