Technology Refresh Update Investing in our Future ! Introductions - PowerPoint PPT Presentation

Technology Refresh Update Investing in our Future ! • Introductions • How we got here • What we set out to do a year ago • Where we are today • What are the benefits for our staff, members and customers

Where we WERE in 2017 Mobile App Standard System Office Products (ColdFusion 6.1.0.83762/Linux Server hosted offsite by (Microsoft Exchange Server 2016 Std, Website Rackspace) outsourced to Evus Technologies Microsoft Access 2010/2013/2016, (Access 2010 Tables/Visual FoxPro 5.0 -Driver Focused Member Information/Links to AMBUCK$ Microsoft Office 2016 Std, Microsoft Table/ColdFusion MX v6.1.0.83762) Web Portal- Home & Business 2013 - Rtl, oem, ms- -Public Information/Member Portal/Member Retail Prices- store) Cost Plus Component 5.0 (Sage 100 Version 2015) Spreadsheet -Accounting, Financial Reporting- (Excel 2013) -Daily Estimated Prices- Fuel Discount System P2P Web Portal Fuel Processes, Sales and Customer (FoxPro 2.0 & Visual FoxPro 9.0) (MySQL/IIS/ColdFusion MX v6.1.0.83762) -User Interface for Maintaining Customer Reports -AMBUCK$ Administration- Information/Discounting Information, Monthly (Visual FoxPro 5.0 & 9.0, Excel 2013, ColdFusion Data Processing - MX v6.1.0.83762, WinSCP v5.7.6, Adobe Acrobat Standard) Fuel Rebate Checks -Daily Pricing, Customer Reporting, Sales Incentive (FoxPro 2.0) AMBUCK$ Truckers System Data, Etc.- -User Interface for Printing Fuel Rebate Checks Reports Distributed via E-mail or FTP (FoxPro 2.6/DOS Verifone Set Up) and Maintaining the Fuel Rebate Check Register -AMBUCK$ Processes/Reporting- - Various Access Databases (Access 2010 & Access 2013) - Monthly sales Customer Data and Leads Service Connection Database by Individual Regions, Weekly Sales (Excel 2013 using data from Maddenco Results and Schedules, Member Database OneCheck System AS400 export) Reference for Inhouse Staff, and Member -Activity Tracking- (Visual FoxPro 9.0, Maddenco AS400, Corporate Billing Directory Data- Web Portal) -Fleet Fuel Payments to Members - *****Special Note***** Multiple Outside Data Sources -Various data feeds in various formats and layouts are received that are imported into the Fuel Discount System, daily fuel pricing, OneCheck, Service Connection database, and purchasing information into Sage 100. Data is received via e-mail, AMBEST ftp, source ftp or source web portal. -

Challenges to solve 1. Critical business applications now exist on obsolete technology 2. Current processes are inefficient and redundant 3. Lacking centralized data repository 4. Systems lack scalability 5. Too much paper !!

Introductions Jeff Pyden is President and CEO of OmniVue, which he founded in 2003. Jeff has followed his passion for improving business execution and efficiency through technology for over 30 years. OmniVue is the culmination of both Jeff’s technical expertise and inherent entrepreneurial spirit. His constant pursuit of innovative, technical ideas drives the success of OmniVue’s clients and keeps them at the forefront of cutting-edge advancements. Jeff Pyden Prior to creating OmniVue, Jeff was the President and CEO of APM President - OmniVue Technologies, an Atlanta-based technology firm. In his free time, Jeff actively mentors young entrepreneurs. He also enjoys running and spending time with his wife Nancy and their three daughters.

What we were trying to achieve 1. Scalability – AMBEST can do more with less 2. Faster Onboarding - Carriers and new Members 3. Paperless – Self Serve through the Portal 4. Paperless – Document generation and eSignature 5. Better Insights - Data Analytics, Trending 6. Agility – Change with the market, faster 7. A Modernized AMBEST will deliver more value to Members

Current System

New System

Better Processes • Problem: • Processes take too long, lots of paper, things fall through the cracks • Solution: • Fuel Cost process from portal to activate

Better Visibility & Insights • Problem: • Reports are not timely, emailed and never read. Lacking insights. • Solution: • Interactive Member Dashboard

New Bid Tool • Problem: • Long turnaround time, no member visibility, radius methodology sometimes was not accurate, takes a lot of work to upkeep the system. Only one person at a time can use the bid tool. • Solution: • New Bid Tool

Paperless – More self serve capabilities • Problem: • Changes to member records required a phone call or faxed document to AMBEST to assist, reports are emailed to members and formats are not conducive to each type of member. • Solution: • Member Portal

Scalability, Mobility and Agility • Problem: • Current system does not have a test environment, no modern mobile capabilities and outdated architecture makes it difficult to adjust to rapidly changing market conditions. • Solution: • Mobile app, Full test/prod architecture

Data Center External Vulnerability Perimeter Scan Results

Q & A

Thank You ! Jeff Pyden Scott Cheek jpyden@omnivue.net secheek@ctsllcpro.com