Breakaway From the Norm A Solution Overview for CMS Rick Fratcher – Executive Director of Major Sales HCM Todd LaFever – President of IT Services.

Breakaway From the NormA Solution Overview for CMS

Rick Fratcher – Executive Director of Major Sales HCMTodd LaFever – President of IT Services

About CMS

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• 19,000 Employees• 138,012 Students• 8,890 Full Time Teachers• 168 Countries Represented

and 165 Native Languages Spoken

• Over 63 Million in Scholarships Received by More Than 2000 Students

• Broad Prize Winner 2011• New Superintendent

The Best Education Available Anywhere

• Extreme Budget Cuts Leading to Crisis – Tiered Cuts

• More Needed Out of Fewer People

• Pressure to Maximize Most Valuable Asset - Teachers

• Healthcare Costs

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CMS – A Storm Never Seen Before

• Formation of Privatization Committee to Assess Areas to Reduce Costs

• Maintain Compliance/System Functionality

• Evaluation of Outsourcing as an Alternative

• Still Focus on Getting Best Talent for Children

Macro Challenges Departmental Initiatives

Can CMS Leverage Best Practices from the Private Sector Around Outsourcing While Maintaining At Least Current Budget and Functionality?

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The Challenge

•Budget Dollars Can Be Used Towards Teaching Initiatives•CMS Can Insulate From Future Uncertainties•Production Gains•Community Approval

New Perspective Department and Corporatewins Resulting

Outsourcing As A Best Practice

• Outsourcing – Involves allowing experts in their respective fields to manage specific business functions, often the least strategic, and to allow the client to receive the benefits of this shifting of processes.

• Cost Reduction• Improved Service• Variable Costs vs. Fixed• Technological Insulation• Focus on Strategic

Functions• Priorities in Line With

Limited Resources• Compliance

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The Theory

Typical In House Situation

Initial Costs – Rarely if ever stay on budget, align with initial business case, or are flexible to address market surprises

Hidden Or Un-forecasted Future Costs – Department trading, consultants, IT resources, maintenance fees, emergencies

Cost of Errors – High exposure, high liability, low return responsibilities are client’s to handle

Upgrade Nightmare – 60% of purchased software module licenses go unused. Most get upgraded. Costs to upgrade continue to rise with economic downturn both direct and indirect.

Minimal Leverage for Fluctuations – Direct sunk costs remain the same or rise per employee as market constricts

Uncertainty – High risk associated with uncertainty with ever changing software market. i.e. Lawson

The Alternative?

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Outdated technology or “masked” user interfaces

Data not truly integrated – batch processing, manual data updates, reporting challenges

Loss of control from access to database, changes, etc.

Confusing, ever increasing invoicing

Lack of service matching costs

Limited liability for mistakes

Long-term contracts

Typical Service Provider Model

Infinisource Overview

• Founded in 1986• Leading benefit administrator and HCM provider

serving over 17,000 clients nationwide• Led by strong team of industry veterans and

backed by private equity firm Accel-KKR

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Notable Clients

Infinisource Overview

• Recently set up headquarters in Charlotte – Ballantyne – 250 projected Charlotte jobs

• Over 100 years of outsourcing experience in senior ranks

• Created to change the way outsourcing works

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Notable Clients

Breakaway From Your Current Scenario

• Fully integrated

• Comprehensive

• SaaS-based

• Cloud-resident

• Intuitive design

• Straightforward pricing

Infinisolved HCM - Everything an employer needs to manage a workforce, accessible from a single login

The Infinisource Difference

Our Differentiators

Data Integration – One database/one record for Payroll, HR and Benefits Administration with an option to add Time and Attendance.

Cost to Value – Straightforward, totally transparent per employee, per month pricing and unmatched value.

Liability/Indemnification – If we make an error, we will pay all direct impact costs for these errors … period.

Technology Enabled Service – We don’t just give you intuitive, next generation technology. Infinisource’s solutions pair great technology with dedicated account management to give you ‘SaaS with Service’.

Unmatched Compliance Expertise – Over 17,000 employers and thousands of brokers trust us and have since 1986. We know the rules, we know the costs of noncompliance, and we help navigate the compliance mine field.

Technology – 100% web native, cloud based from the ground up.

Infinisource/CMS Partnership

• We Are Local – Working Together to Build Charlotte and NC

• Mutual Desire to Succeed – We Can’t Afford to Fail Any More Than You Can

• Industry Expertise and Commitment to Bridge Outsourcing and In House Best of Class

• My Wife is A Teacher at CMS• I- Guarantee

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iGuarantee

When we say Infinisolved Human Capital Management (HCM) changes how employers manage their workforce, we mean it – Guaranteed!

What we promise…* If we don’t deliver…

The best guarantee available – no one even comes close

Implementation is on time and accurate

Zero defects

Total satisfaction

A dedicated account manager who will ensure that all issues will

be resolved satisfactorily via phone/web

Implementation is free

We will pay 100% of the direct cost of our error, not just a

portion of it

We will refund 110% of everything you’ve paid

A senior services representative will visit your

site to resolve – for free

The best HCM guarantee available ….

No one even comes close

*Infinisource will not waive implementation fees if delay or inaccuracy is the result of client error. To be eligible for the satisfaction refund, claims must be submitted in the first 90 days post-implementation and the client must switch providers. The iGuarantee is subject to the terms and conditions contained in the Infinisolved® HCM Service Agreement.

Our Process for Success

• Mutual agreement to evaluate alternatives

• Needs analysis to review critical issues and detailed data

• Solution presentation to present proposal, cost model, impacts

• Feedback session to review details

• Customized demonstration of solution technology

• Agreement to partner

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Empowering Companies and People to do Their Best Work