Agilis Systems
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Agilis Overview
• SaaS for mobile resource management
• Private company, founded 2004
• Headquarters, customer care & development in St.
Louis, MO
• Domestic and international presence
© 2009 Agilis Systems, LLC
Key Market Drivers
Customers
 #1 Reason: Increase customer satisfaction
 #2 Reason: Increase productivity
 #3 Reason: Reduce cost
 Lack of Management visibility of mobile operations
 Inability to manage physical assets in the field
 Improved customer response times
 Integrate & extend back office functionality
© 2009 Agilis Systems, LLC
Key Market Drivers
Carriers
 ARPU is trending down
 Pressure for increased ARPU
 Business applications provide churn insurance
 Devices are affordable and feature rich
 Wireless ‘data’ network coverage is nearly universal
© 2009 Agilis Systems, LLC
The Agilis Space
The Agilis
Difference
Configuration
Integration
Customization
© 2009 Agilis Systems, LLC
Core Solutions
• Mobile Work Order Management
• Mobile Forms
• Time Card
• Free Messaging
• Mobile Forms
• GPS Location & Tracking
• Breadcrumb & Geofence
• Time Card
• Free Messaging
• All Features of SmartDISPATCH, SmartFORMS,
and SmartLOCATE
© 2009 Agilis Systems, LLC
Add-On Solutions
• Automated Next Customer Call Ahead with ETA
• Audible Turn-by-Turn Directions with Garmin
• Mobile Credit/Debit Card Payment
• Automated DOT IFTA Mileage and Fuel Tax
Reporting
• Supervisor Mobile Time Card for Clock In/Out
of Their Team
• Automated OBD Vehicle Diagnostics
• Powered by Agnik
© 2009 Agilis Systems, LLC
Work Order &
Work Flow Management
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Web-based real-time dispatching
Everything is one click away
Mobile work orders
Mobile time cards
Customer definable forms
(SmartFORMS)
Real-time job status updates
Free, non-SMS messaging
Definable & enforceable business
processes
Integration with back office systems
Standalone Product
No GPS Required!!
Also Included in SmartWORKS
© 2009 Agilis Systems, LLC
Configurable Mobile Forms
 Unlimited number of forms
 Unlimited number of fields per form
• Photo & Signature Capture
• Barcode Scan (1D & 2D)
• Formulas
• Branching Logic
• Search & Select Field Entry
• Text / Numbers
• Yes/No
• Radio Buttons
• Drop Down List
• Mobile Printing
 Attached to work orders or used as a
standalone form
 Easy to create & deploy
Automatically Included with
SmartDISPATCH and SmartWORKS
© 2009 Agilis Systems, LLC
What Our Customers Are Saying…
FIELD SERVICE - HVAC
Challenges • Inefficient dispatch, delayed field updates, excess field paperwork,
Solution
Benefits
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manual data entry of field paperwork, excess parts inventory, 3week invoicing lag
Tried 3 other MRM companies without success
Deployed Agilis SmartDISPATCH
Agilis integrated with back office AS400 in 5 days
Created multiple mobile forms for Sales, Service, and Repair
Eliminated field paperwork
Real-time data transfer & next day Invoicing
Savings - $2,000,000 per year
Improved Customer Satisfaction while Reducing Cost
“Field technicians now have all the information they need right at their fingertips
such as customer address, job details, and pricing. Information is in real time
and is extremely accurate. We have seen amazing results with Agilis.”
John B., Programmer Analyst
© 2009 Agilis Systems, LLC
Location Tracking of
Workers, Vehicles, and Assets
 Web-based GPS tracking
 Breadcrumb trails
• On the map
• Exportable file
 Mobile time cards
 Vehicle maintenance
 Free messaging (non SMS)
 Map overlays
 Import landmarks/customers
 Geofencing with alerts
 SOS distress alerts
Available as a Standalone Product
or Included in SmartWORKS
© 2009 Agilis Systems, LLC
Complete Mobile
Management Solution
Combines:
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PLUS:
 Dynamic route optimization
 Job locations displayed on map
 Work order dispatch from map
© 2009 Agilis Systems, LLC
Another Customer Success Story
TRANSPORTATION
Healthcare Delivery/Distribution
Challenges
Solution
Benefits
• Pharmaceutical manufacturer uses own drivers & contractors to deliver
medicines to hospitals & doctor offices
• Delivery errors and late deliveries cost them $500 per delivery
• Needed to reduce costs from mileage, idle time, and driver overtime
• Deployed SmartWORKS
• Integrated with 2 different back office work order systems
• Deliveries automatically dispatched to driver handsets
• Route optimization reduced mileage and overtime
• Each delivery barcode scanned for accuracy and time/location stamped
• Delivery status updated in real time
• $300,000 annual savings from reduced driver’s mileage & overtime
• $500,000 annual savings in liability claims from accurate POD
• $150,000 annual savings in delivery errors
© 2009 Agilis Systems, LLC
Automated Customer Call Ahead
 Automated ETA call to your customers for appointment
confirmation
 Auto notify & verify next customer
 Reschedule appointment if needed
 Re-optimize worker’s route
 Add-on for SmartWORKS
© 2009 Agilis Systems, LLC
Mobile Payment Processing
Accept credit, debit, & stored-value cards in the field
Software only solution – no card-swipe hardware required
Card swipe hardware optional
Card information entered onto Agilis’ SmartFORM™ on the handset
Immediate authorization
Mobile receipt printing available (Windows Mobile ® & BlackBerry
devices, Bluetooth® printer required)
Compliant with highest levels of industry security standards
Charge Anywhere ® gateway has been 100% breach free since its
inception in 2004
© 2009 Agilis Systems, LLC
Audible Turn-By-Turn
Directions
 No typing required
 Auto re-routes missed turns
 Real-time traffic, construction,
and vehicle type routing
 Available with or without
visual maps
 Add-on for SmartLOCATE or
SmartWORKS
© 2009 Agilis Systems, LLC
State Mileage & Fuel Tax
Reporting
 Interfaced & certified with “Promiles”
•IFTA Tax
•Audit Detail
•MPG Report
•Etc.
 Fuel card integration
 Electronic driver logs
 Add-on for SmartLOCATE or
SmartWORKS
© 2009 Agilis Systems, LLC
Mobile Time Card for Supervisors
 Allows field supervisors to clock in/out
their team on one handset
 Reduces the number of handsets
required if some workers only need
mobile time card feature
 Add-on for SmartLOCATE,
SmartDISPATCH, or SmartWORKS
© 2009 Agilis Systems, LLC
SmartDIAGNOSTICS
 Predictive, vehicle diagnostic analytics
 Different than standard “black box”
 Continuously collects data from
vehicle’s computer system
 Provides reports every 10 minutes
 Predictive diagnostics available on
Agilis web portal
 Add-on for SmartLOCATE,
SmartDISPATCH, or SmartWORKS
Powered by:
Minefleet®
© 2009 Agilis Systems, LLC
Virtually Any Vertical
Field Service
Install/Repair/Service
Health Care Providers
Construction
Any Mobile Worker
Transportation
Trucking
Fleet Management
Delivery Services
Charter Services
Food Service
Education
Campus Security
Student & Bus Tracking
Public Sector
Utility Providers
Public Safety
First Responders
State & Federal Govt.
Relief Agencies
Agilis Systems’ versatility
allows it to work in these
key industries and many
more!
© 2009 Agilis Systems, LLC
Applications & Verticals
Trucking/Transportation
• Integrating shippers and carriers via the web
• Real-time tracking & status notification to
shipper and receivers
• Proof of delivery tools
• Extensive vehicle diagnostics
• Automating DOT/IFTA reporting
• Partner with Feeney
• Trailer Tracking
© 2009 Agilis Systems, LLC
Applications & Verticals
Distribution/DSD
• Sales
• Merchandising
• Delivery
• Management/Administration
© 2009 Agilis Systems, LLC
Applications & Verticals
Newspapers
• Transportation
• Redelivery
• Single Copy/Home Delivery
© 2009 Agilis Systems, LLC
Applications & Verticals
Utilities
• Vehicle Tracking and Workflow
• Mapping and Plant Maintenance
• Door to Door Sales
© 2009 Agilis Systems, LLC
Applications & Verticals
Local, State and Federal Government
• Vehicle tracking
• Diagnostics and Work Order Management
Education
• School bus location, tracking and fleet
maintenance
• Facilities maintenance
© 2009 Agilis Systems, LLC
Applications & Verticals
Health Care
• Home Health Agencies
• Medical Supplies and Equipment Delivery (DME/HME)
• Pharmaceutical/specimen delivery and distribution
• Patient Transportation
© 2009 Agilis Systems, LLC
Door-to-Door
Sales Solution
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Reps Receive Sales Leads on Device
Mobile Form for Credit Approvals
Mobile Form for Sales Orders
Remote Payment Processing
Remote Printing of Receipts
GPS Locate Sales Reps
Playback Completed Routes / Stops
Mobile Time Cards
SOS Alert
Back Office Integration
Sales Reporting and Data Exporting
© 2009 Agilis Systems, LLC
Integration and Customization
 Multiple integration options:
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Web Services API
Excel, CSV Files
Custom Files
Custom Feed
 Bi-directional
• Back office system
• Field
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Agilis
Completed in Days,
Not Weeks or Months
Agilis
field
back office system
Accounting, Payroll, CRM, ERP, Job Scheduling, Data Bases and
more
 Eliminate manual data entry time and errors
 Rapid Application Development (RAD) Tool
© 2009 Agilis Systems, LLC
Multiple Device Types
 Network agnostic: CDMA, iDEN, GSM
 Handsets: Java, Windows Mobile, Blackberry
 Vehicle Black Boxes
 Air Cards, Laptops
 Rugged Devices (ie. Intermec, Symbol, Opticon, etc.)
 Barcode Scanners (Baracoda, Scanner Pal, etc.)
 Bluetooth Printers, Signature Capture devices
© 2009 Agilis Systems, LLC
Agilis Customer Care
 Conducts implementation meeting upon order receipt
• Reviews customer’s business process & operational needs
• Determines system configuration requirements
 Configures system
 Conducts user training on customer’s live system
 Proactive customer follow up:
• Twice the first week
• 1x/week during first month
• 1x/month during first quarter
• Monthly/quarterly thereafter per
customer’s preference
 Reactive 24/7 support
© 2009 Agilis Systems, LLC
The Agilis Value for Users –
“Would You Like To..”
Reduce Expenses
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Complete more jobs per day
Complete jobs quicker
Reduce equipment lifecycle costs
Ensure job accuracy
Eliminate missed service calls
Eliminate/reduce unauthorized vehicle use
Eliminate paper-based reporting
Reduce mobile talk time
Increase Cash Flow
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Increase market share, customer service & revenue
Optimize inventory levels
Increase revenue per driver
Faster & more accurate invoicing
Improve Safety/Security
 Faster emergency response times
© 2009 Agilis Systems, LLC
Agilis Business Solutions
Business Pressures
Agilis Solution
• Need to increase cash flow
to put $$$ back into the
business to fund it
• Mobile work orders, mobile
forms, mobile payment
reduce receivable time
• Re-prioritizing ’09 budgets
to eliminate non-essential
expenses that do not
generate revenue or save
money
• ROI less than 1 week
• Need to right size the
workforce
• Flexible, scalable solutions
for today and tomorrow
• Need to do more with less
• More jobs/worker/day, less
admin tasks & time
© 2009 Agilis Systems, LLC
The Promise of Technology…
Delivered Today
© 2009 Agilis Systems, LLC
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