Axium Directions Webinar

September 24, 2014

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Agenda

• Transition Update

• Ajera

– Moving from Ajera 7 to Ajera 8

– New Features

– Roadmap

– Cloud

• New Products and Services

• Support Update

• Q&A

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Q&A

• We will be answering questions at the end

of the webinar

• Please submit your questions throughout

the presentation

• To ask a question, use the Questions box

• We will first answer some of the questions

submitted in advance

• Due to the large group, we will not answer

specific functionality questions

Today’s Presenters

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Dan Laun

Vice President

Sales and Services

NamitaDhallan

Executive VP

Product Strategy and Engineering

Jason Leveson

Director

SMB Consulting

Brian Siefkes

Sr. Product Marketing

Manager

Ellen KeeleyProduct

Manager

Jeremiah McNicholasProduct Marketing

Manager

Gary Smith

Sr. Director

Customer Care

Transition Update

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The Deltek Product Stack

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Architecture/Engineering Market Government Contracting MarketFirm Size &

Complexity

Ratings From Firms Above and Below

30 EmployeesPSMJ Survey | Axium Rates Highest in All Categories

Evaluation Criteria Ajera (<30) Ajera (30-199)

Ease of conversion from prior software 3.0 2.9

Provides CFO and principals with needed accounting information 3.4 3.3

Provides PMs with the information they need 3.1 3.4

Ease of use by principals and PMs 3.2 3.1

Quality of training and support 3.0 3.0

Likelihood of recommending to others 3.2 3.4

PSMJ Survey, rating scale of 1 – 4

Ajera Client Growth

Strong client growth and record retention continues in 2014

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1186

1472

1818

2175

2380 YTD

500

800

1100

1400

1700

2000

2300

2600

2010 2011 2012 2013 2014

Recent Marketplace Success

• 227 new clients in 2014 YD– 84 from QuickBooks

– 6 from BST Enterprise

– Significant Increase in SaaS Sales - up to 50% of new sales

Reasons for choosing Ajera

• “We loved everything Ajera had to offer. Ajera was able to beat out the competition of ArchiOffice and Clearview due to the stellar references and an attentive team.”

• “This was just as much about focusing on implementation and putting together a solid plan as the software itself. We’ve had failed implementations with both ClearView and Dynamics, so we really wanted to ensure that Axium will be in the office with them and personalize a plan for them.”

• “Ajera as a system will cut out a lot of duplicate entry and allow mobile employees to actually enter time for themselves.”

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Ajera

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Moving from Ajera 7 to Ajera 8

• Fully customizable dashboard interface

• Easy access from Internet Explorer or

Firefox web browsers

• New features added in 2014

– Alerts

– Expanded revenue recognition options

• Additional features planned making

now the perfect time to transition

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New Features in Ajera 8.05

• New Client Invoices ‘Has payments” Column and Messaging

• New Billing Manager Limit by options on all project reports

• In House Expenses – ability to change the credit account department

• Project Command Center – concurrency check so you do not overwrite

someone else’s changes

• Labor Rate Table Add-on Amounts

• Ability to resize Company and Setup menu windows

• New column and filter options for Billing Manager in Schedule Manager

• Performance Improvements – Dashboards, Client Invoices & Schedule

Manager

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Restrict Entry to Labor Resources

• Restrict timesheet and expense report entry to team members assigned as

a labor resource on a project in Project Command Center with a new option

• Control who enters costs to a project

• Lend employees between departments by assigning them as a resource

• Override at role

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Limit by Department or Company

• New options to automatically filters lists and windows in Ajera by an employee’s department an/or company.

• Set limits by department or company on reports using the Limit by option

• Set limits by company or department on widgets using new Current User’s Department and Current User’s Company option

• Override access on the Role to allow full access

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Client Invoice Register

Use the Client Invoice Register to help reconcile to General Ledger with new options based on your feedback.

• Group by GL Account

• Print by Accounting date

• Column on report for Write-offs/Credit Memos

• Option to include Invoice Group

• Filter by GL Department

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Roadmap

Widget Evolution• Enhance widgets to be a more complete reporting tool

– Designer controls for filtering and grouping

– Printing

– Exporting

• Run time date range, filter, sort on a widget

• Copy a widget to a new tab

• Standards to start migration of Ajera tasks in the HTML5 interface to allow

access from any platform

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Roadmap

Integrations• Kona widget on the project page

• API to share projects, clients, contacts and employees with other

applications

• Project Trek

Business Management• Cash Forecasting Widget

• Purchase Orders

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Platform Evolution

• Axium introduced the latest version of SQL Server and the Microsoft .NET Framework into Ajera in August

• This resulted in the end of support for Windows Server 2003, XP, and Vistain server environments

• As well as the end of support for Windows XP in workstation environments.

• These enhancements have allowed us to further improve Ajeraperformance and introduce new features in the future such as exporting and printing widgets

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Benefits of Ajera Cloud

• Ajera updates performed

automatically;

• Hardware and software

updated with latest

technology

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Zero Maintenance

• Multiple firewalls with 24/7

intrusion detection

• Secure data transmission

using SSL encryption

technology

Enhanced Security

• Easily setup and deploy

new functionality like

mobile timesheets and

web based dashboards

Streamlined Setup

• Multiple backups

performed daily

• Backups replicated to

multiple data center

locations

Disaster Recovery

• Hardware and software

optimized for Ajera

• Full SQL license ensure

peak performance

regardless of database

size

Improved Performance

Special Offer to Move to Ajera Cloud

Ajera Core $225

per user per year

Ajera $275

per user per year

Add-ons $10

per user per year

Streamlined

Setup

Enhanced

Security

Zero

Maintenance

Improved

Performance

Disaster

RecoveryProject Trek

Starter

New Products and Services

Project Trek New User Interface!

Project Trek iPhone App

Introducing Kona Business

Kona Business is a way to centralize access to firm

wide information and team spaces to create a more

connected workforce.

Kona’s easy to use interface offers a ready to use

solution for breaking down corporate silos,

collaborating with project teams and sharing

knowledge across the company.

Kona provides a safe, affordable, cloud based

platform for social collaboration and productivity

that empowers individuals and groups to connect,

organize and get things done together.

Additional Resources

Kona Business

• Product Sheet

– Kona Business Product Sheet – Get a detailed look at the features and benefits

• Case Study

– Fieldstone Case Study – Engineering firm improved project task visibility and internal company processes

Project Trek

• Product Sheet

– Project Trek Product Sheet – Features and benefits of Project Trek

• Case Study

– GraceHebert Architects – Architecture firm significantly reduced costs with Project Trek

For more information and to arrange a demo, contact AxiumSales@deltek.com

New Consulting Services

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Business Needs

Assessment

Financial Statement

and Reconciliation Health Check

New Hire Training Program

Onsite Project Management

Review

Based on client

feedback, we

have created four

new services

Learn more:

http://www.axium.com/services/consulting.aspx

Upcoming Events

• PM Workshop (register: www.axium.com/2014-PM-Workshops.html)

– Washington DC (Oct 23-24)

• AUA and Deltek Insight (register: www.deltekinsight.com/axium)

– Orlando, FL (Nov 11-14)

– AUA: User-led classes and Axium PM Workshop track

– Deltek Insight: Dedicated Ajera sessions

• Industry Events

– ACEC 2014 Fall Conference (Oct 22-25)

– ROG Growth & Ownership Strategies (Nov 12–14)

– PSMJ A/E/C Industry Summit (Dec 3-5)

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Support Update

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Support Update

• Case Trends

– Ajera 8 new functionality and associated technology

– Decreased technical cases for Cloud customers

• Customer Satisfaction… #1 Support Metric

– Implementing enhanced survey process

• Enhanced Online Tools

– Ability to log and update cases online

– Online Help is easily accessed and answers most common questions

– Improved Knowledge Base (KB) search & top Support KB’s published

• Ajera Year-End Infocenter Coming Soon

– Year-end training available at no additional cost

– Expanded year-end resources and recorded training coming soon

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Q4 Training Classes

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October November December

Invoice Customization(2-part course)

Inquiry(3-part course)

Principal’s Overview(3-part course)

Ajera Year End Invoice and Receipts

(AR)

Moving from 7 to 8(2-part course)

Widget Customization(2-part course)

Payroll Processing Ajera Year End

DPE & OH Ajera Year End Financial Statement

Designer

Moving from 7 to 8(2-part course)

Widget Customization(2-part course)

Financial Statement

Designer

Course descriptions, dates and registration: www.axium.com/services/training.aspx

Q&A

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Q&A

• To ask a question, use the Questions box

• We will first answer some of the questions

submitted in advance

• We will not answer specific functionality

questions in interest of the larger group

Thank you!

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