CPAs, Business Consultants, Finance Advisors

Take advantage of opportunities for recurring revenue, high-value client relationships and fresh, real insight into

the industries you serve.

(with almost ZERO data manipulation time)

Agenda Corelytics What is a Corelytics Coach? Value to Coaches The Coaches Experience The Customer Experience Strategic Advantage

An award-winning Financial Dashboard revolutionizing how we look at a business’ financial picture Improve financial management with goals and forecasting Compare to industry benchmarks Enables partnership and oversight with expert coaches

Pulls 36-months of P&L and Balance Sheet data from accounting systems QuickBooks – automated sync All others – import/export

What is a ?

Consultant? CPA? Advisor? We call them coaches because, like any good coach:They are with client every step of the way, monitoring their business and supporting them until they reach their goals. Our expert coaches use the Corelytics Financial Dashboard to stay on top of your business. In just a few minutes a month, coaches can monitor client your accounting data and help clients stay on course.

The Dashboard

Leading Indicators ScreenShows red, yellow, green to indicate your status vs. your goals

Forecasting and BenchmarkingGives you forward-looking trends based on past performance along with benchmark comparisons on each account vs. the industry. (even in each line of business)

Compensation analysisHelps you determine whether pay scales are commensurate with industry and determine how profitable each FTE is

See a full demo at http://www.coreconnex.com/demo/

The Dashboard (Coach View) “Jim, I’m seeing some missed goals (red) in your account this month and an expense that’s been trending up for 3 quarters.

Let’s talk about what’s going on. Do you have a few minutes to talk next week?”

Corelytics for Business Coaches (shhhh…this is a preview beta)

This is the view we are enhancing for coaches this year

Corelytics Monitor ReportsClient Portfolio Analytics

Coaching Process and Offerings

The Coaches Experience1. On-Ramp as a coach -- get started free.

Get your free demo account and invite your customers to sign on 2. Develop your pricing strategy for new offerings

Let us know if you need any assistance or best practices3. Get 5 accounts and become a Corelytics Coach

$450 one-time training setup gets you an administrator account andshows you how to import data and map to standard accounts (Charge your fee for this setup service. We charge $180. It takes ~an hour.)

4. Monthly, log in as admin to see your portfolio of customers Conduct a 30-minute call each month with your client. There’s no need to gather/crunch numbers beforehand.

5. Quarterly/Annually, prove your value directlyQuantify how you’ve helped them improve their profitability

The Coach-Client ConversationLook at what’s happening directionally – trends, goals, benchmarks & discuss:

Which are high growth scenarios? Revenue Margin trends Compensation performance Juicy stories from the trends Drill into analysis for the complete story View by Company or Lines of Business to see

where healthy, where sick. (There’s always one underperforming LOB)

Spend time goal-setting, course-adjusting

“I can see myself saving literally days of labor by running a tool like this … it helps me become more effective for my customer.”

“We can take the data analysis from 2 hours down to a few minutes and spend less time on tactics and more time on consultancy.”

“I can purely look at adding value not maintaining their numbers.”

Business Coach Offerings

On-Ramp: Sell accounts, login with their admin FREEBecome a Coach: One time account setup. Coach earns setup fee and responsibilities. ($180 customer value) 450$ Premier-branded site and metrics from network of clients 1,300$

Price discounts Monthly % discount

Retail price (2 users per company, additional users $9/mo) 69$ naPromo price 59$ 15%Coaches discount - Coach 49$ 30%Coaches discount - Premier (with 15 clients or more) 39$ 40%Lite 29$ na

2011-2012 PricingCoach setup

Consider Corelytics your business expense

We bill youYou bill the client(Markups allowed)

No Contract required

Lite is not recommended for Coaches as it does not enable you to drill-down into the business adequately to tell the story. Use Lite only to help your customers get a quick set up and become accustomed to the tool.

Our Partnerships

Mentor CoachesTechnology Vendors & Associations

Security & Privacy

SecurityYour data is secured with multiple layers of redundancy and strict physical access security including 7×24 electronic surveillanceWith Microsoft Windows Azure, your data is protected and secure

PrivacyClient proprietary information will not be shared, sold or made available to any external vendor or agency.Coach permission is managed by the client before data access Benchmark data does not include information that identifies you or your company

Product RoadmapCorelytics will be working to enhance our product in the following areas: Deeper Integration w/ Partner Systems

Operations metrics Customer profitability data

Pull in other sources of data for predictive metrics Web site activity – Google Analytics Email campaigns – Constant Contact Sales activities – Salesforce.Com

Offer benchmarks and analytics to professional associations, large vendors and mediaMobile app

Business Growth Opportunities Co-Marketing opportunities are also available for

Premium Coaches. Premium Coaches have at least 15 customers on

Corelytics Financial Dashboard

Right product, right team, right time

Experienced business leadership Passionate about partnerships and processes Deep financial expertise (CPA & Finance Professor) Industrial-strength product engineering Experienced channel marketing and SMB networks

CEO EVP Dir. Ops Chief Architect Dir. Marketing/Sales

Frank Coker Tony Lael Bob Taylor Torsten Kablitz Kris Fuehr

Latest News: Corelytics Teams Up with Intuit Intuit now selling Corelytics on their Marketplace Intuit promoting Corelytics as their Showcase Award Winner Intuit Press release which was picked up on over 300 websites Corelytics gets unanimous 5 star rating! ReadWriteWeb (with pickup on WallStreetJournal.com) The Sleeter Group Blog (check out part 1 & 2) Tech Journal South PC world’s review of apps participating in the event IPP Blog Live Blogging CRN Names Corelytics Top 25 Emerging Vendors

Company History 2005

Launched in IT services industry with SaaS offering called ConnexIT (PSA – Professional Services Automation)

2009 Created Corelytics as add-on to ConnexIT Sold off ConnexIT customer base (kept IP) Launched Corelytics into IT Services industry*

* The biggest ConnexIT competitors became Corelytics partners

Better insight, better business

Corelytics Launched in Q4 2009 $2 Billion in aggregate revenue is represented Nearing 1,000 customer accounts in 11 countries

Small businesses earning $200k to $25M annually Normally 50 employees or less 2 versions: Lite and Standard

2011 Grand Prize Winner of Intuit’s App Center

Competitive Advantagevs.60moInDineroProfitablyQvinci WebKPIPentaho

+ Industry benchmarks/trends+ Distribution through Partners+ Integrate with industry-specific application systems+ Exclusive positioning in each vertical market+ Integration with Channel Partner technologies+ Network of coaches in each vertical+ Provide statistical analytics on group, sub-group populations+ Easy to use User Interface

The Customer Experience First-time customers login and immediately associate a

coach or association. (Generic dashboard is also available) Customer may choose to set up through coach to facilitates

import and account mapping 30 minute coaches call each month with Coach. (No need

to gather/crunch numbers) Setup is automatic with QuickBooks (or ANY accounting

system) Your coach is there for you every step of the way

monitoring your data and advising you of problems before they harm your business.

Specialized Target Markets Verticals

Currently deepest data available for: IT services, Telecomm, Audio Visual

Launching: Accounting, Engineering Services, Landscaping, Legal and 17 others through Intuit including Professional Services, Contracting Services, Manufacturing, more

Market Entry Strategy Provide industry trends/benchmarks Get endorsements from professional associations Leverage expert business coaches/consultants

Frank Coker, CEO Frank Coker has specialized in management consulting, business development and

information systems technologies for more than 30 years. Frank is a Certified Management Consultant (CMC).

Prior to CoreConnex, he launched 5 start-ups as a founder and has coached hundreds of startups and small businesses. One of his larger start-ups was Health Systems Technologies which he grew it to over 100 employees, and obtained $22 million in venture capital. The assets of that company are now part WebMD. His prior work experience includes five years with Price Waterhouse as a Senior Manager in consulting, and five years with IBM in sales and marketing and 20+ years as president of the consulting firm Information Systems Management, Inc. Frank has been president and CEO, chairman of the board, COO, CFO, and served in a variety of other leadership positions in various companies.

Frank launched CoreConnex, Inc. in 2005 with co-founder Tony Lael with the goal of creating a company that provides business insight to companies and targeted vertical markets.

Frank holds a B.S. in Computer Science from Weber State University and a M.S. in Business Administration from Frostburg State University. He teaches at the University of Washington in the Masters in Information Systems Management program in the Information School and also serves on their Board of Advisors.

Tony Lael, Executive VP Tony has specialized in operations management, management

consulting, small business management, IT operations and software development since 1996. Tony co-founded CoreConnex, Inc. in 2005 with Frank Coker with a vision of helping IT solution providers create and build successful businesses. As EVP of CoreConnex, he has played a lead role in product development, product launches, customer support services, market analysis, partnership development and ongoing strategic planning.

Tony drives the social marketing efforts of CoreConnex and provides business advisory services to customers of the Corelytics Financial Dashboard. He also manages relationships with CoreConnex Channel Partners who offer Corelytics to their customers.

Tony holds a B.A. with an emphasis in Information Systems Management from Washington State University and a B.S. in Operations Management from Central Washington University.

Kris Fuehr, Director of Marketing Kris’s primary expertise is technology marketing and community

development. Over the course of 13 years at Microsoft, Kris worked her way through many roles within the Microsoft Channel Partner Program including program development, recruitment, communications and partner relationships in her position as Senior Manager. Kris possesses a passion for channels and SMB. Recently, Kris worked as a consultant to small business solution providers and ISVs, developing strategic business and marketing strategies and plans. More recently cloud-related business transformations have become a special area of focus. Kris played a lead role as a consultant to Microsoft in developing and managing marketing campaigns, social media, partner advisory board development and recently developed a partner program and launch for T-Mobile involving strategic partnerships and advisory boards. Kris also serves as Executive Director for International Association of Microsoft Channel Partners (IAMCP).

Kris earned an M.B.A. with an emphasis in Marketing and Entrepreneurship from the University of Washington and a B.A. in Communications from the University of Washington.

Leonard Jessup, Ph.D., Advisory Board Dr. Leonard (Len) M. Jessup is a tenured, Full Professor in the College of

Business at Washington State University, and he is currently serving as Chair of the Department of Entrepreneurship and Information Systems. In this role he leads an outstanding team that has recently been ranked in the top 25 in the nation in Entrepreneurship and in the top 25 in the nation in Information Systems. Dr. Jessup has served in numerous leadership, teaching and business development roles at WSU since 2000. Prior to coming to WSU, he served for five years as a tenured faculty member within the Kelley School of Business at Indiana University.

Dr. Jessup has taught a variety of courses within the areas of entrepreneurship, management, and information systems, and has published, presented, consulted, and advised on electronic commerce, computer-supported collaborative work, technology-supported teaching and learning, emerging information technologies, entrepreneurship, leadership, commercialization of innovation, technology transfer, and related topics. He has earned numerous awards for teaching excellence and innovation.