The document summarizes the changes and operational progression of TempWorks over 15 years from 2004 to 2019, starting as a small company of 30 employees with no defined roles or structure to growing to over 180 employees. It outlines the development of dedicated departments for Support, Account Management, Payroll, Sales, Information Technology, Development, Implementation, Employee Development and Marketing. It concludes by looking forward to further merging of teams and improvements in audit processes, collections, custom development work, and addition of a Research and Development department.

1. Mission Strategy and
Operational Changes
Presented by:
Casey Kraus & Mari Kautzman-Knoll

2. Agenda
• Historical Overview of Company Operations
• Progression of TempWorks by Department
• Support
• Account Management
• Payroll
• Sales
• Information Technology
• Development
• Employee Development & Marketing
• Looking Forward

3. Historical Overview
• 2004 – 30 employees
• 2019 – 180+ employees
• No defined roles, job titles, or
schedules
• No set organizational structure
• Small company feel with growth of
new clients, products and service
options

4. Support
• Replied all to emails that came in with,
“gots”.
• Ticketing system that integrated with our
invoicing system
• Auto-created tickets when emails were
sent
• Split support into Technicians and
Analysts
• TWBridge
• New phone system
• Planets structure

5. Account Management
• Account Management (AM)
team created
• Dedicated AM’s
• Process improvements
• Leadership

6. Payroll
• Started with just Mari and now is 40 employees strong;
branded as Lone Oak Payroll
• Funded first invoices in 2007, and processed first payroll
service only client in 2009
• Expansion to team of Processors
• Separation of functions: payroll/billing, tax, collections,
and underwriting
• Automated ACH file generation and balancing
procedures
• Master Tax
• Account Management
• Collections
• Payroll leads and teams formed

7. Development
• Enterprise released
• SQL monitored code
• Hot fixes
• Product committee
• Infinity platform
• Product Manager/Leadership
• Documentation team

8. Implementation
• One person for a whole implementation
• Training Team
• Project Management group
• Role split between Script Writer and
Support
• Current clients on new products
• New PM software
• Internal training

9. Sales
• Sales Engineers
• Business Development
Representatives
• Management
• Process documentation

10. Information Technology
• Management
• Moved data center to Chaska
• Working toward SOC 2 report

11. Employee Development & Marketing
• Marketing Department added for
focused branding and engagement
opportunities.
• Employee Development
department added to focus on
retention and enhanced culture

12. Looking Forward
• Merging of AM and Support teams
• Audit processes, quarterly audit
packages for clients, more
improvements in our collections
processes on invoices for our clients to
reduce cost of funds
• Increased client interactions with
development team on custom
development work
• Addition of a R&D Department

13. Questions?