The document outlines an agenda for a presentation on the FM Navigator software platform, which allows organizations to develop strategic plans collaboratively in the cloud, assign tasks and metrics to track progress, and provide real-time dashboards to monitor execution. It then provides an overview of how the ForwardMetrics platform works using goals, strategies and actions, and demonstrates how plans can be developed, tracked, and monitored. Finally, it discusses pricing and next steps for using the software.

1. FM NAVIGATOR
Presentation

2. 1. Executive Summary
2. ForwardMetrics Platform Overview
3. Live Software Demonstration
• FM Navigator
• Building Plans & Adding Metrics
• Assigning Tasks
• Benefits & Features
• Adding Users, Permissions & Audit Trails
• Setting Plans in Motion – Going “Live”
• Gantt Views
• The Dashboard – Scorecards & Reporting
4. Pricing
5. Next Steps
AGENDA

3. Confidential
Executive Summary
How The Navigator Platform Works:
⁃ Utilizing ForwardMetrics Cloud Based Visual Planning and
Execution technology; organizations can come together
within a secure collaborative environment for the purpose of
transforming ideas into plans.
⁃ Once a plan has been developed, its progress is measured
through the use of metrics and milestones assigned to real
people within an organization who have been tasked with
the job of executing the plan.
⁃ Management dashboards provide real-time visibility into the
execution of the plan allowing individuals to be held
accountable to their metrics and milestones.
⁃ Both individuals as well as internal systems are prompted for
progress updates via email, smart phones, and SQL queries
keeping the plan up-to-date and accurate.

4. An Overview of the
ForwardMetrics
Platform

5. Confidential
The ForwardMetrics platform is based on the interactions of three objects.
(Goals, Strategies, and Actions.)

6. Confidential
Utilizing these three objects in combination with cloud technology, entire
organizations can come together within a secure collaborative environment
for the purpose of developing company wide plans.

7. Once a plan has been developed, the ForwardMetrics platform then
oversees its execution by tracking the status of every goal and action
contained within that plan.
Confidential

8. Progress is measured through the assignment of metrics and milestones to
real people within an organization who have been tasked with the job of
executing the individual actions that make up the plan.
Confidential

9. Management dashboards provide real-time insights into the execution of
the plan, allowing for individuals to be held accountable to their metrics and
milestones.
Confidential

10. Throughout the organization individuals are prompted by the system for
progress updates via email, messaging, and mobile technology keeping the
current status of the plan up-to-date and accurate.
Confidential

11. Using the ForwardMetrics SQL query connectors, third party CRM, ERP, and
accounting databases can be polled for status updates which are directly
reported to the management dashboards.
Confidential
CRM ERP Accounting
Plus Many More!

12. With built-in support for over 65 languages, the ForwardMetrics platform
seamlessly facilitates international collaboration, planning, and execution.
Confidential

13. Utilizing our patent pending software architecture, the ForwardMetrics
platform can easily be configured to function in the cloud or behind a
firewall on internal servers.
Confidential
Amazon EC2
Cloud Based
EC2 = Elastic Compute Cloud
Behind The Firewall
Premise Based
Internet

14. The flexibility of the ForwardMetrics platform provides for a wide array of
custom configuration options including logos, color schemes, and login
pages.
Confidential

15. Using the power of collaboration, an organization will soon have the ability
to publicly acknowledge and reward individual contributors through a
process called “Gamification”.
Confidential
Redeem your badges here.
Coming Soon.

16. Live Demo

17. Questions?

18. No contracts required! Monthly user numbers can
be adjusted or canceled at the end of each month.
Pricing for SQL Queries not included.
Monthly
Multi-Company
Administrator’s
Terminal Executive Manager
Team
Member Reporter
Per User $99 $65 $45 $15 Free
User Types
NAVIGATOR PRICING

19. Features
Multi-Company
Administrator’s
Terminal Executive Manager Team Reporter
Report in with Status Updates
Collaborate on Plan Development
View the Plan
Modify / Change the Plan
Assign Actions to Others
Set Metrics and Milestones
Setup and View Dashboards
Control User Access to the Plan
Add Users/Passwords
Initiate SQL Queries *
Multi-Company View
User Types
FEATURE COMPARISON
* Additional Costs May Apply.

20. Product Users Per User Total Monthly
Executive 1 $65 $65
Manager 4 $45 $180
Team Member 7 $15 $105
Reporter Unlimited FREE $0
Initial Training FREE $0
Product Support FREE $0
$350 per month
KICK-START PACKAGE
Kick-Start Package

21. Next Steps…
Confidential
Receive a
Written
Proposal
Outlining the
Pricing.
1
Schedule a
Date for
Product
Training.
2
Schedule a
Date for your
First “Go Live”
Collaborative
Planning
Session.
3

22. Tom Daniel
EVP of Corporate Development
o: 858-451-4988 x101
m: 619-846-1356
tomdaniel@forwardmetrics.com