The Evolution of TEM to CLM:

How to Deliver Value through Effective Management

across your Communications Lifecycle

Presented by Gary Langfitt, President of Expense Management Services

Carl Friedholm, VP of Information Technology, Cass Telecom

1

Rapid Change

2 © Cass Information Systems

“Our 2011 survey showed that 57% of IT decision-makers either

actively prohibited or discouraged the use of non-sanctioned apps and devices.

Just a year later, attitudes have clearly changed and enterprises

can actually be said to be largely embracing consumerization,

with 60% of firms allowing employees to use consumer apps and devices in the workplace”

Source July 2012

It’s not just the devices, it’s now the OS as well

3 © Cass Information Systems

Gartner predicts that through 2017, 90 percent of enterprises will have two or more mobile operating

systems to support. According to Gartner, in the past year, many companies have moved to Apple's iOS as

their main mobile device platform, with others to follow over the next 12 to 18 months.

Managing Fixed and Mobile Communications

4 © Cass Information Systems

5

The Evolution of CLM

© Cass Information Systems

Integrated view of

managing communications

services, devices, and apps

Communications as a strategic differentiator;

key to customer intimacy, employee

satisfaction

2012

Year of the Tablet and

“i-everything”

Managed Services delivers

value to communications

Consumerization of IT, BYOD

takes hold

Manage the Device - MDM

2011

Globalization of Business and

Telecom

New stakeholders take interest

Holistic Lifecycle

approach across the

business

2010

Provision and deploy

BlackBerrys for select users

Services and Support grows in importance

2006

“TEM” emerges for outsourced

Wired line Invoice

Management

Cost cutting and savings focus

2002

Manual process to

audit invoices historically

Shared savings model

2001

Communications is strategic for empowering

productive employees and connecting to customers.

The days of disparate management of telecom in “buckets” are over.

No longer will enterprises look at wired, wireless, and MDM as separate concerns.

DIY is over. Software is not the answer.

The market demands managed services for an umbrella solution.

An integrated, holistic management approach including

processes, technology and skillsets for sourcing, ordering,

securing & managing fixed and mobile telecom is critical.

6

The New Strategic Communications Viewpoint

© Cass Information Systems

What our Customers are Telling Us

They want to support iPhones, ‘Droids and tablets for the potential productivity benefits

Employees want to work from convenient places, at convenient times from the technology platforms of their choosing.

IT and Network staffs feel like they can’t stop the tide. They have to do something, they have to try to control this wave, but they’re not sure how.

Over the next 5 years shipments of tablet computers to enterprises are expected to increase

at a compound annual growth rate of

Rising from 13.6 million units in 2011 to 96.3 million units in 2016.

Source: Forbes, May 2012

48%

© Cass Information Systems 7

1 Consumerization of IT Employees are driving technology

directions within the enterprise more

and more (BYOD)

2

3

4

5

6

The Drivers of Change

Role of the CIO CIO’s are becoming much more

strategic and thought leading within the

enterprise

Strategic Sourcing Demand for sourcing as part of the

communications lifecycle is growing for

technology migration and planning

Centralized Viewpoint Desire for centralized view of fixed and

mobile telecommunications including

corporate & personal owned

Convenient Reimbursement Electronic payments anywhere in the

world, pay direct to employee bills, pay

in any currency with conversion

8

Managed Services Shift from self-managed to outsource non-

core telecom functions including

traditional TEM and Mobility functions

© Cass Information Systems

A Modern Lifecycle Approach

Strategic Sourcing

(Benchmarking, RFx, Professional

Services)

Provisioning (End User Interface,

Services Catalog, Order Management

Workflows, Reporting)

Mobile Device

Management (Security, Policy

Enforcement, Application

Deployment)

Order & Deployment Management

(Support, Delivery, Spares Inventory,

Custom Configuration, Recycling, Reporting)

Inventory (Fixed & Mobile, MACD tracking,

Reporting, Discovery & Authentication)

Audit & Optimization (Usage Monitoring, Reporting, Dispute

Management, Reporting) Invoice

Management (Processing, Allocation,

Payment, Analytics, Payment)

Covers Fixed or Mobile services & assets,

Whether corporate or employee owned (BYOD)

9 © Cass Information Systems

Communications

Lifecycle

Eliminates manual processing of thousands of invoices. Avg. days to process: 1.4. Reconciles invoices and presents accurate financial reporting by store.

Case Study: RITE AID

© Cass Information Systems 10

1,640 corporate issued mobile devices

Invoice Management

Eliminate manual processing of thousands of invoices. Reconciles invoices and presents accurate financial reporting by store.

Audit & Optimization

Global ACH Payment Network

Cass moves funds via electronic ACH payment network. Reduces late payments and store disconnects.

GL files

funds

Carriers

End to end visibility and control for wireline and mobile

assets and services across 5,259 locations

$1.9M annualized

savings

Outsourced Mobility Management

Creates end to end visibility for managing mobile devices from provisioning to recycling. Savings from proactive planning and management.

Centralized Ordering Portal

Enforce policies through online catalog of devices and services. Reduced rogue purchasing. Monitor carrier for performance in delivering devices and services.

Up to date information for financial and HR reporting systems. Visibility and control through accurate, centralized inventory of assets and services

HRIS Integration

5,259 locations, 23,760 BTNS, 1,040 invoices/mo.

Corporate Policy

Company establishes corporate BYOD policy, determines rules for employee subsidy amounts.

Cass Enables Employee Enrollment

Cass BYOD program facilitates Web enrollment which includes management of policy adoption.

Employee uses Cass Web application to register device and agree to policy, which may include provisions to manage security.

Employee Opts In

HRIS Integration

Cass system verifies employee eligibility, rules for stipend amount and employee cost center.

Cass Payment Network

Cass moves funds via the Cass electronic payment partnership network, whose members include AT&T, Sprint , Verizon and others.

GL files

funds

Employee receives credit from wireless provider on monthly bill

Employee Bill Displays Credit

Sends invoice to employee

Still Employed

?

Remove

YES NO

Change ? Cass Adjusts

Subsidy

YES

MOBILE$MART FACILITATES DIRECT TO CARRIER PAYMENT AND POLICY ADOPTION

Case Study

Mixed Liability Supporting BYOD

11 © Cass Information Systems

BENENFITS FROM OF AUTOMATING COMMUNICATIONS LIFECYCLE MANAGEMENT

Reduce monthly carrier expenses 5-15% 1

2

Increase operational efficiency, by eliminating manual processes

3

First year ROI from managed approach to CLM

5

Operational, security & financial management 6

Greater visibility and responsiveness that increases employee satisfaction

7

Resulting Benefits

Adds processes and workflow to support new technologies and liability models

4 Align IT with business constituents such HR, Finance, Legal and Executives

8 © Cass Information Systems 12

Increase employee collaboration

Embrace the New Communications Model!

13 © Cass Information Systems

The Evolution of TEM to CLM:

How to Deliver Value through Effective Management

across your Communications Lifecycle

Presented by Gary Langfitt, President of Expense Management Services

Carl Friedholm, VP of Information Technology, Cass Telecom

14