This document outlines the benefits, requirements, and development cycle for InfinityHR's Partner Program. The Partner Program provides training, certifications, tools, and support to partners to help them sell, implement, and support InfinityHR's HCM solutions. The development cycle includes four stages: engage, onboard, ramp-up, and manage. It describes the roles and responsibilities of the Partner Program, Sales & Marketing, and Partner Support teams in facilitating partners' progression through each stage of the cycle.

1. Partner
Program

2. Partner Program Support Team
Sales &
Marketing
Partner
PDM
SME
(Product
Consultants)
Partner AM
& Support
Steve Whittier
VP, Sales & Marketing
Elaine Jung
Partner Development
Manager
Stephanie Devich
Partner Channel
Account Manager
William Rueth
Partner Channel
Senior Services Manager
Phil Lamb
Managing Director
Mario Orellana
VP, HCM & Client Services

3. Partner Program Benefits
 InfinityHR Sales Training
 Market landscape
 Competitive solutions
 Sales strategy & planning
 Sales process
 Discovery & presales analysis
 Commercial teaching – challenging your prospects
 Value sale vs product sale
 Sales Demo Certification Training
 How to prep for sales demos
 How to configure the demo
 Process flows and delivery options
 Employee life cycle vs module deep dives
 Presentation skills & system navigation

4. Partner Program Benefits
 InfinityHR Competency Certification Training
 Core HR Implementation
 Time & Labor Management (TLM)
 Applicant Tracking (ATS)
 Performance Management (PM)
 Advanced Workshops
 Workflows
 Reporting & Analytics
 Implementation Shadowing
 Module recertification training as required upon system updates
 Partner Tool Kit
 Dedicated Account Manager and service team
 Enhanced Communications
 Service Pack pre-release for Partners
 Monthly email blasts / Quarterly webcasts

5. Partner Program Requirements
 Upon acceptance into the program, Partners must abide by program terms and
conditions.
 Certified Partners must successfully complete required competency training and
achieve accompanying assessment (if provided) with a score of 80%+.
 Certified Partners are required to have someone within their organization complete the
offered competencies. These competencies can be completed by one or more people
within the organization. For Partners with only one employee, that employee must hold
competencies in required Partner program.
 One second attempt at an assessment is provided at no cost. Additional assessment
attempts incur a $200 fee (pre-approval from ISS is required for additional attempts).
 Certified Partners must complete annual renewal of competency and recertification
testing, when required.

6. InfinityHR Partner Development Cycle
Manage
Ramp-
Engage Onboard Up

7. Engage
Sales &
Marketing
• Prospects Partner
• Defines target
market & business
plan
• Creates marketing
strategy
• Qualify Partner fit
via partner survey
• Communication
with partner team
leads
• Executes training
plan
PDM
Partner

8. Onboard
PDM
• Program enrollment:
• Core HR training
& certification
• System
implementation
process
• Intro to
InfinityHR
Partner Support
Team
Partner
AM
• Welcomes Partner to
support culture
• Assists Partner
engagement,
onboard, ramp
process
• Overall liaison for
partner to InfinityHR
team
Partner

9. Ramp-Up
PDM
• Identify training
gaps
• Support additional
partner sales and
servicing training
needs
Partner
AM
• Partner program
administration and
escalation
• Champion
resolution of issues
via Partner service
team
Partner

10. Manage
PDM
• Training
reviews/survey
• Continuing
education &
recertification
• Program
adjustments
Partner
AM
• Overall Partner
management--
retention and
forecasting,
progress
monitoring
• Follow up on
Partner/client
satisfaction
Partner

11. Questions???
Thank you for your partnership!