An Overview of TEAM’s Integrated SolutionsAn ERP for BSCs:

Host: Scott Gauger, Director of Sales

WELCOME

• 60 minutes total• 45-minute presentation• 15-minute Q & A at the end• Type your questions in the GoToWebinar panel

• Webinar is being recorded and will be available on-demand following the live presentation

• We’ll post the link on our blog (teamsoftware.com/news)

HOUSEKEEPING

• Company Overview• Demo of Integrated Products for BSCs

• WinTeam – core solution• TeamTime – time and attendance solution• eHub – web and mobile for employees and customers

• Questions

WEBINAR AGENDA

….. “Enterprise resource planning (ERP) systems integrate internal and external management information across an entire organization.

ERP systems automate this activity with an integrated software application.

Their purpose is to facilitate the flow of information between all business functions inside the boundaries of the organization and manage the connections to outside stakeholders.”

WHAT IS AN ERP SYSTEM?

WHY TEAM?• Commitment to the Industry – 26 years

• BSCAI Corporate Sponsor• TEAM has received the BSCAI Industry Service Award twice

• Industry specific software• 100% of the BSCAI Board of Directors use TEAM Software

• Fully integrated solution – an ERP for BSC’s• Accounting, HR, Operations, Customers

• Software as a Service – cloud based• Customer Service Focused

• 109 Employee Owners to serve you

• Integration = Improved Efficiency = Save Money• Eliminate redundancy and rework• Automate processes• Reduce cycle times (billing, payroll, reporting)

• Timely Financial and Management Reporting• Identify problems sooner• Manage to budgets• Manage to hours-worked

• Job-Cost Analysis • What are my margins by Job-Site?• What managers are over budget?• What market segments are most profitable?

BENEFITS OF AN INTEGRATED SYSTEM

TEAM SOFTWARE’S INTEGRATED SOLUTIONS

INTRODUCTIONS

Panelist: Linda Murray, Southeast Regional Sales Manager

Panelist: Josh Romey, West Regional Sales Manager

Panelist: Tiffany Lockman, Northeast Regional Sales Manager

Financial, Operations & Workforce Management Solution

Features for BSCs:• Accounting & Financial Management modules (AR, AP, GL, Fixed Assets)• Job Costing• Work Scheduling & Work Tickets• HR/Insurance Benefits/1095-C (ACA Solution)• Payroll• Quality Assurance• Inventory Management

WINTEAM OVERVIEW

JOB COSTING: One of the most powerful tools for your business.

On Screen Job Cost Analysis• View actual and budget figures for any time period• Drill down to each source document and show all job activities• Include “actual” tax and insurance dollars to jobs by running

Payroll in WinTeam• Derived from

• Daily Labor Budgets (Job Master File)• Ticket Budgets (Work Scheduling Module)• G/L Budgets Let’s take a look!

Time & Attendance Suite

Three Real-Time Time Collection Methods• TeleTeam – telephone timekeeping• TeamTime Portal – timekeeping with biometric

authentication via fingerprint or face recognition• TeamTime for Mobile

TEAMTIME OVERVIEW

TeamTimeRemote check-in

options

TeamTime Portal Biometric

TeleTeam – Phone Caller ID

TeamTime Mobile GPS

Features:• Caller ID validation• Notifications via text and email• Spanish language option• Voice messaging• Voice verification

TELETEAM: TELEPHONE TIMEKEEPING

Features:• Clock in/Clock out on

mobile device• Geo-location verification• Punch validation• Periodic Check-ins• Android & iOS devices

TEAMTIME FOR MOBILE

Features:• Fingerprint biometric authentication• Face Recognition • Multi-language options• Customized messaging options• eHub access for employees• Runs on any device with Windows®

operating system and constant internet connection

TEAMTIME PORTALInsert other graphic here.

We use TeamTime Portal in our local office. Featured here is the biometric fingerprint reader and camera for face recognition for employees to clock in/out.

SEE TEAMTIME PORTAL IN ACTION

Watch our video online: youtube.com/user/teamsoftware2012/videos

• Integrated customer self-service (CSS) and employee self-service (ESS) portals

• Features: • Online customer invoicing• Employee pay stubs and benefit summary• Quality Assurance• Action Items • Communication tools

• PLUS: • Work requests• Work tickets• Timekeeping• Employee Online Enrollment (add-on)

EHUB OVERVIEW

Employee & Customer Self-Service on web and mobileBenefits:• Give your employees the tools to do their jobs successfully and meet your customers’

needs proactively.• Create, modify & complete open work tickets• Manage Budgets: drive efficiency and reduce budgeting errors for Building Service

Contractors• Review management reports like the Hours Budget Comparison, Employee Roster,

Employee Turnover and Employee Compliance reports • Simplify operations/workforce management and empower your employees

EHUB OVERVIEW

EHUB MOBILE

Let’s take a look!

EHUB MOBILE

EHUB MOBILE

EHUB MOBILE

EHUB

Home Page

EHUBWork Scheduling Calendar

Questions?

Thank you for attending.

Recording of this webinar and slides will be available next week.

Visit teamsoftware.com/news or watch for a follow-up email.

Contact us for more information.sales@teamsoftware.com800-500-4499