Sample presentation of research conducted for actual client of Pragmati. Research upon productivity tools in the Web 2.0 / Office 2.0 SMB space such as BaseCamp, WorkflowMax, Xero, ZOHO and Google Apps.

2. research & analysis report datalicious – process optimisation

3. We track the trends driving the Office 2.0 revolution so you don’t have to. The following research has been conducted on your behalf: * software suites and their ecosystems* specific tools and features* recommendation based on requirements

5. Collaboration

6. Accounting

7. Expenses

8. CRM

9. Workflow

10. …

11. Project Mgmt

12. Collaboration

13. CRM

14. Workflow

15. Project Mgmt

16. Collaboration

17. Accounting

18. Expenses

19. CRM

20. Workflow

21. Project Mgmt

22. Collaboration

23. Accounting

24. Expenses

25. CRM

26. Project Mgmt

27. Collaboration

28. Accounting

29. Expenses

30. CRM

31. Workflow

33. know your ecosystems Google Enterprise Apps Hosted, medium price point No true tactical business applications (ie CRM) Geared towards collaboration and messaging Integrations exist, but out of scope Aimed at converting mid-size corporates, up

34. know your ecosystems ZOHO Apps Hosted, medium price point Broad set of apps and features Leader in high-end, freemium CRM Aimed at converting mid-size corporates Competes with Google Apps

35. know your ecosystems 37 Signals Hosted, relatively high price point Devoted following Minimal feature set Legendary Usability Aimed at small design shops (informal process)

36. know your ecosystems Xero Hosted, medium price point Modern and fresh UX Aimed at SMEs Competes with FreshBooks,QuickBooks 2009 Webby Award winner

37. know your ecosystems Xero Network Popular in UK, AUS Competes with 37 Signals (almost) More granular features Aimed at budding agencies where process begins to matter

38. know your point solutions Fringe players Manymoon: extends Google Apps Intervals: a bit of everything, but lacks UX ActiveCollab: on premise port of Basecamp WorkETC: All-in-wonder

39. #1 key takeaway Each product was built around serving a target customer ( “persona” ) and thus.... The ecosystem of integrated products grew around that same persona & design beliefs So, which persona matches your profile? What “flagship” product is most important to you?

40. datalicious is… Small team, yet scalable business model Tech requirements outpace headcount Reporting and auditing is key for profitability Xero is the backbone Growing pains around sales process

41. now, let’s get into the details

42. findthe information you need whenever, wherever you want it

43. Let’s look at the following functional areas of the business process, and the tools from the various ecosystems. * projects, collaboration and time tracking * invoicing, expenses and accountability * workflow and process automation

44. projects, collaboration and time true project management vs tasks and time do you really need Gannt charts or .... do you just want to know if you’re on target? cater for the “resource” or “manager?” how granular is the reporting?

46. cost

47. unnecessary features

48. Project Mgmt

49. Collaboration

50. Collaboration

51. Project Mgmt

52. Collaboration

53. Project Mgmt

54. Collaboration

55. Accounting

56. Expenses

57. Project Mgmt

58. Collaboration

59. Accounting

61. project management: evaluation Wrike is the only one to support classic PM Harvest is not a project planning tool WorkflowMAX has the basics down

62. projects, collaboration and time

63. collaboration: evaluation Wrike has baseline features Manymoon is promising, yet immature Harvest requires Basecamp, poor integration WorkflowMAX has a solid foundation Basecamp is leader, has iGoogle widget: Periscope

65. time tracking: evaluation Tick is a leader in usability, lacks rates/costs Wrike also is not cost centric Harvest has great reporting WorkflowMAX covers all the bases, granular Manymoon lacks polish, and a desktop client

66. invoices, expenses and accountability

67. estimates and quotes: evaluation Tick nails this use case Harvest lacks “hours per task” WorkflowMAX has all the features of the competition, and in addition resource analysis and the only tool with workflow built-in for quotes

68. invoices, expenses and accountability

69. invoices & expenses: evaluation Harvest is target at PMs, and thus has great email reminders and alerts, in addition to great invoice design layouts Harvest does expenses, which others lack WorkflowMAX is on par, but syncs to Xero with data lookups on the fly for invoices

70. workflow and process: evaluation WorkflowMAX is the only tool that handles estimates, (draft) quotes, (draft) invoices all in one seamless package Harvest comes close, but lacks accounting sync, meaningful estimates and ‘quotes’ all together

71. And, the winners are…

73. harvest – pros+ Track times and internal auditing Plenty of email alerts for invoices and timesheets Tracks expenses and proper invoice generation Timesheet approval

74. harvest –cons Major issue: cannot set estimates at task level, only at the “big picture” project total Exported invoices are disappointing Integration with Basecamp is rudimentary Really suited for Freshbooks for accounting Cost is pricey in comparison to others Doesn’t prepare quotes

76. WorkflowMAX - pros+ Seamless business process from start to finish. One stop shopping. Active sync to Xero for invoices and contacts (inherited from Javelin CRM ) The best blend of usability and reporting

77. WorkflowMAX - cons Could use more email reminders, alerts Desktop widget is 3rd party Collaboration not as “sexy” as Basecamp No expense reporting

78. know your customers better than you know yourself

79. Time is short, and opportunities abound. Make the most of them. Pragmati has experience using CRM solutions in organisations of various sizes to great effect. Let us show you how to: * develop a sales pipeline with basic CRM automation* sync project contacts, originating from leads* transfer wins seamlessly into project execution

80. CRM & automation true sales force automation vs contact center do you really need a decision tree.... do you just want to a check list of tasks? cater for the “sales guy” or “the boss?” how granular is the reporting?

82. cost

83. unnecessary features

84. Project Mgmt

85. Collaboration

86. CRM

87. Workflow

88. Project Mgmt

89. Collaboration

90. CRM

91. Workflow

92. Project Mgmt

93. Collaboration

94. Accounting

95. Expenses

96. CRM

97. Workflow

98. …

99. Project Mgmt

100. Collaboration

101. CRM

102. Workflow

103. Project Mgmt

104. Collaboration

105. Accounting

106. Expenses

107. CRM

108. Workflow

110. CRM & automation

111. CRM & automation

112. CRM & automation

113. CRM & automation

116. highrise Has strong groups and permissions model Do you need this for one sales guy? Lacks process and workflow tools Can convert “win” into Harvest project Collaboratively-minded sales team

118. Javelin CRM pricey relative to highrise Great OOTB process and reporting Native integration to Xero for invoicing, contacts

119. Javelin CRM latest additions Task due reminders by email Submit new contacts and leads directly using a form on your website. MailChimp integration for delivering professional email newsletters. And last but not least, Javelin now integrates with FreeAgent

121. Tactile CRM Great blend of classical CRM (Salesforce) with modern, collaborative interface (Highrise) Does import Gmail/CloudContacts No true process automation tools Unfortunately, not part of Xero ecosystem

122. Who’s on first, What’s on second…

123. so, hit me with your best shot

124. Given all the prior considerations, we believe the following is the best solution for the first beta environment. * WorkflowMax* JavelinCRM* Xero – Contact Sync Bridge, Expenses

125. Chosencontacts from JavelinCRM will be exported to Xero, and then accessible to teammates in WorkflowMax

129. et tu, Brutus? What say you?

130. Pragmati is a digital solutions provider that works with organizations to discover, create and implement business solutions by leveraging digital technologies across platforms and devices. From business and digital strategy to system integration, Pragmati provides clients with opportunities to increase revenues, enhance productivity, and maximize competitive advantage. Pragmati is headquartered in Sydney, Australia. www.pragmati.com