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Sage Abra Business Partner Product Update Webcast Conference Number: 1-877-647-3411 Participant Code: 558386
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1 Objectives Highlights and milestones for product delivery this summer –Milestones –Content –ESS –Closer look at Aatrix offering –Abra Benefits Messenger
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2 Product Updates Sage Abra Suite –v9.1 with Employee Self Service Beta 7/2011 Shipping 9/2011 Sage Abra SQL –Renamed to Sage HRMS 2012 with Employee Self Service Debut at APA, SHRM and Summit Beta 8/2011 Shipping 10/2011
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3 Building on a Strong Foundation ROEI Sage Employee Analytics New Reporting Possibilities New Look – Abra, ESS, Gadgets, Mobile Devices Aatrix, Paycards, ABM, - New Services
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4 Abra 2011 Updates Key moments of truth as heard from our customers –Time Off updates –Benefit enrollment –Windows Active Directory Logon –Crystal with ESS –Sage OrgPlus v9 –Product Updates
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5 Sage Employee Self Service
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7 Mobile
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Sage Tax Filing with Aatrix
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9 eFiling More Than A Trend……An Essential Business Tool
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11 Federal Reports & Payments 941 (Every Quarter) 940 (Annually) New Hire (All New Employees) 941 Payments (Large Companies 52+/yr) 940 Payment (Quarterly) State Reports & Payments Wage Withholding Reports Withholding Payments SUI Reports SUI Payments (Quarterly/State) New Hire (All New Employees) Canadian Forms T4 and ROE Releve 1 (Future) Company (EIN)Package Price 1-4 5-10 11-20 21-50 51-100 101-200 201-400 400-1000 1000-3000 3000+ $69 $99 $149 $199 $249 $299 $399 $499 $699 Quote Package price based on employee count eFile packages include unlimited eFiling for the reports below: Package Pricing
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12 W-2 / T4 Filing Options W-2’s have never been this simple with several options to meet the customers need. –Complete W-2 Service - $1.79 – per employee Automatically filed with Federal and State agencies Printed and mailed directly to employees Posted online for immediate employee access –Express W-2 Service - $1.49 per employee Automatically filed with Federal and State agencies Posted online for immediate employee access –Federal and State - $.99 per employee Automatically filed with Federal and State agencies –Federal or State - $.49 per employee Automatically filed with Federal or State agencies
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Abra Benefits Messenger Re-introduction
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15 Abra Benefits Messenger Introduction and background What’s new? What is the value –To your customers –To you How to order
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16 Background Commitment
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17 Organization & Staffing –Tom Tillman is Director & GM (Santeon vendor) –All Santeon ABM services staff reports to Tom –Dedicated ABM project mgr & support POC –EDI team organized to provide ABM coverage ‘til 600pm ET, Monday-Friday Processes & Procedures –New carrier set-up and production support SLA’s published Tools –New Abra benefits data assessment tool –New CRM “help-desk” functionality ABM – What’s New or Improved
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18 What is the value? Reliable, high quality Flexible Fast Cost effective Large carrier network Web based technology Automatic EDI Communication management Peace of mind
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19 Peace of mind Benefits are important No more… –HR and IT updating reports –Manual processing –Reconciliation with carriers Reduces –Errors –Costs –Time Increases ROEI
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20 Using Abra HRMS for benefit admin Uses Abra OE (not required for ABM, but a good customer indicator) 100+ employees 3+ benefit plan carrier/providers The ideal customer
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21 Challenge –350 employees –5 different benefit carriers –Manually entering their employee adds, drops and changes into four different benefit carrier systems –Carrier’s data always out-of-date –Experiencing expensive enrollment errors –Frequent enrollment reconciliations and retro-active carrier billing adjustments ABM Case Study Quantech Services
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22 ” “ Solution – ABM –Automatically schedules recurring data feeds Impact –No more errors –HR is saving over 150 staff hours per year –Company is a realizing hard cost savings due to on-time enrollment updates and the elimination of data entry errors ABM Case Study Abra Benefits Messenger was exactly what we needed.
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23 Ordering & Pricing $1,150 set-up fee per carrier + $xxx for Annual service fee: EmployeesService fee 75$900 150$1,650 300$3,000 500$4,000 750$5,000 1000$6,000 Add’l 500$1,000
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24 So, the customer signed… Welcome kit Set-up –7 – 12 weeks –New: Data assessment tool
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25 Re-introduction offer Re-instatements: waive set-up charges $990 set-up until Sept. 30
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26 What’s in it for you? ‘Easy’ sell (referral) Recurring revenue Increased stickiness
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27 Events APA SHRM –Las Vegas Convention Center –June 26 – 29, 2011 Sage Summit –Gaylord National Convention Center, MD –July 12 – 15, 2011
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