www.onpath.com “get onpath!” onpath overview. “get onpath!” first things first we thank you...

www.OnPath.com “Get OnPath!”

OnPath Overview


First things First

• We thank you for your business!


High Level Background

• Deliver “Data Oriented Business Solutions” to High Tech, Media, Energy and Government Clients

• CRM (databases,) 80 seat Call Centre, Consulting

• People, Process, Technology leveraged to solve problems


High Level Background

• Privately owned company founded in 1993 (14 years)

• Employ 35 full time and up to 100 part time Call Centre employees

• Total sales in 2005 $4M and growing

• Self financed and profitable through the years


Why OnPath is successful

• Philosophy

• Product Suite

• Experience


Philosophy

• Do what is in the clients best interest

• Foster long term high trust, high value relationships

• Offer pragmatic solutions that actually work in the real world

• We hire full time employees … not contractors


OnPath Mid-Market CRM Products

Worldwide Leader in SMB ApplicationsOver $815 million in revenue (Sage Group plc)Over 3.0 million customers worldwide

Worldwide Leader in Contact Management - ACT!

Over 15,000 companies & 4 million users

U.S. Leader for SMB CRM - SalesLogix Over 5,100 companiesOnPath experience dates back about 6 years


Other OnPath CRM Products High Value – Low Cost

• Worldwide Leader in On-Demand Software

• 500,000 subscribers and 24,000 companies

• Market entry 2002

• Now becoming viable alternative

• 1,800 employees

• OnPath has been a Pivotal partner since first commercial release 12 years ago

• Custom application development when necessary


In Business since 1993

Ottawa, Toronto, Vancouver


Experience - Certifications

• Federal Government on Line Certified to deliver CRM projects up to $10M

• Ontario Government Vendor of Record 2004-2005

• Microsoft Solution Provider with CRM specialty

• Citrix Certified

• CheckPoint Firewall

• Scribe Integrate

• SalesLogix, Pivotal, Microsoft, Saleforce.com CRMCertified


Experience - Clients we serve


Project Descriptions

• 8 year ongoing relationship

• Worldwide Pivotal deployment 7 countries

• Roughly 150 users

• Highly customized system

• Integration with numerous systems including SAP

900 Million Aerospace Engineering Firm with history dating back to Wright Bros.




• Transaction volume increase of 1,000% since inception

• Other departments have been added since deployment

Ontario Ministry of Health – ICR Drug Benefits Program




• SalesLogix system designed to manage budget consultations

•Who invited, what was discussed, conclusions etc

Department of Finance – Budget Roundtable Management Dept of Finance




• Replaced Mainframe legacy system

• Relatively few “tweaks” since deployment

Air Traffic Control – Publication Library and Distribution to stakeholders



• 4 year ongoing relationship (Just won worldwide RFP)

• Deliver Call Centre Marketing Services

• Developed and maintain complex Database in SalesLogix

• Co-developed integration with Global Siebel System (first company in world to be granted this access)

Fortune 11 Company with Operations in 170 countries




• Pivotal system managing donations, marketing and conventions

• Integration with Great Plains Accounting

• Will be running 3rd leadership convention in late Nov

• Manage 5,000-7,000 registrants, special financial support and voting eligibility

Very complex CRM System




• Deliver Call Centre Services to maintain up to date database

• Developed ftp based data import export utility

Industry Canada STRATEGIS Database Maintenance Project


Resources our most valuable asset!

• Attitude and experience is key hiring criteria

• Tenure and loyalty is very important

• Employees are treated as professionals

• Promote a culture of integrity and respect


Resources our most valuable asset!

• Market rates with bi-annual employee reviews

• Employee Bonus plan, Health and Dental program, other perks

• Flexible hours

• Continuing Education


Dan Scheunert

• Founder and President of OnPath

• Extensive project experience as Business Analyst and Project Manager on more than 100 projects of varying sizes

• Deep CRM and Industry knowledge

• BComm Queen’s University in Marketing and HR

• CA in 1989

• Novel Engineer 1994, Microsoft Engineer in 1998

• Made original call on SalesLogix for Sask Ag.


John Foster

• Senior CRM Architect and Lead Programmer

• PEng

• MS SQL Certified Developer

• Pivotal Certified

• SalesLogix Certified

• With OnPath since 1999 (7 years)

• John is the only other equity partner


Ken Buchanan

• Currently Dir of Professional Services

• 6 years of CRM experience with Pivotal and SalesLogix

• College Diploma in Business Administration

• MCSE and MCDBA

• Has been with OnPath Since 2000 (6 years)


Peter Mackie

• Senior Business Analyst/Project Manager with 25 years industry experience

• Strength is Program Design

• Focuses on projects within Government and Media Sectors

• Clients include Industry Canada, EDC, Yellow Pages, and Hurst Media

• Has been with OnPath since 2003 (3 years)


Derek Karam

• Senior Business Analyst/Project Manager 12 years of Industry experience with Compaq/ HP

• Exceptional Analytical skill

• BA from University of Toronto almost finished Executive MBA

• Focuses on High Tech vertical and looks after clients like HP, Telus, Corel, Open Text, AllStream

• Has been with OnPath since 2002 (4 years)


Michel Folliet

• Experienced database developer with 10 years experience

• College Diploma in Software Engineering 1996

• Scribe Certified

• Specific capabilities with GoldMine and SalesLogix

• Extensive Crystal Reporting and Data Migration Experience



Luc Raymond

• College diploma in Computer Sciences

• Instructs SQL database design at college level (1 night per week)

• Extensive programming in VB, .NET C++

• Worked on CRM data related projects using GoldMine, Pivotal, SalesLogix and Microsoft CRM

• Extensive Crystal Reports experience

• Employee #1 with OnPath for 13 years (except for 2 year Gov’t stint)


Resource – Nick Panter

• Recent hire with 10 years of technology and CRM experience

• BA and College Diploma in Business Information Systems

• Microsoft Engineer with SQL Administration

• Scribe Certified

• Advanced Citrix Administration

• SalesLogix Certified


Brian Darmanie

• College Graduate in Electronics Technology

• Crystal Certified Trainer (elapsed)

• Extensive SQL and Report writing experience



Raluca Lupu

• Master Degree in Mathematics

• MCP – Designing and Implementing SQL Databases

• With OnPath for 6 months


Jason Farhat

• BSc in Economics University of Ottawa

• Computer Science Diploma ITI

• Data Services Manager responsible for moving data to and from our clients as well as reporting

• Started with OnPath in 1999 (6 years)


Henry Schlarb

• Senior Network Engineer

• MCSE with Internet

• MCDBA

• Microsoft Certified CRM Administrator and Customizer

• CITIX Certified

• Checkpoint Firewall Certified



Summary

• Philosophy, Product Suite, Experience

• We are talented viable partner for some of the worlds best companies and government departments

• We have and will continue to deliver smart viable cost effective solutions for the Saskatchewan Government

• How else can we help?

• Questions?


1155 Lola Street Suite 100Ottawa ON Canada K1K 4C1

1-800-299-5608

Ottawa - Toronto

Thank You!

www.onpath.com “get onpath!” onpath overview. “get onpath!” first things first we thank you...

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