OSSCube is a global solutions provider and SugarCRM Platinum Partner. We’ll discuss ways to solve your business problems, lower total cost of ownership and improve productivity using Sugaras the hub of a seamlessly integrated Business operations solution.

1. SUGARCRM INTEGRATED SOLUTIONS:
A RECIPE FOR SUCCESS
John Bernard
EVP, North America
OSSCube
@OSSCube #SugarCon

2. Agenda
• Introducing OSSCube
– What we do
– How we make it happen
– What makes us different
• SugarCRM Based Business Operation Systems
– Dynamic Web Personalization – Customer acquisition
– Case studies:
– Rapidly growing business
– Growth through acquisition
– Enterprise
• Summary
2

3. INTRODUCING OSSCUBE
Executing with excellence

4. Introducing OSSCube
4
• Global solutions provider
• Develop integrated enterprise business Solutions –
Open Source
– CMMI Level 3, ISO 27000
– Continuous Delivery for fast, predictable projects
• Flexible Delivery Model
– Support Projects or Staff Augmentation
– Rapid Development “Swat Teams”
• Scale up or down as required

5. OSSCube: What We Do
5
We make our customers heroes
Read the full article here

6. We Solve Your Problems
6
• Improve customer experience
• mobile first!
• Reduce TCO and time to market
• Application modernization and integration
• Increase productivity
• Enhance business processes
• Meet regulatory requirements
• Increase revenue
• Help you sleep better at night!

7. Practice Areas
7
• PHP- World’s only Zend Center of Excellence
• CRM- SugarCRM Platinum Partner
• CMS- Drupal, Pimcore
• E-Commerce- Magento
• Marketing Automation- Act-On
• BPM and Workflow- ProcessMaker
• BI and Data Integration- Pentaho and Talend
• BigData- Hadoop, Cloudera
• Enterprise mobile and web applications
• SEO and Social media services
• Database

8. Integrated Business Solutions
8

9. OSSCube Delivers
9
• One of the world’s largest global SugarCRM
Platinum Partners
– Much more than an application installer!
• Leading the charge for:
– Integrating Sugar into enterprise solutions
– SFDC migrations
• Hundreds of successful projects
– Startup-Fortune 500
– 18 Countries
• Experience to eliminate the risk of change

10. Orametrix Testimonial
10
We’ve reduced our costs by 60% and were able to
improve our data quality by moving from SalesForce.com
to SugarCRM …
…Our service provider, OSSCube exceeded my
expectations! Delivery was very fast and they were
extremely responsive to any issues uncovered during UAT.
We're looking forward to reaping the benefits of SugarCRM long
into the future.
Phillip Getto, CTO, Orametrix

11. DYNAMIC WEB PERSONALIZATION
(Customer acquisition)

12. Make Easy Money!
12
• Complete customer acquisition solution
• Seamlessly integrate best of breed applications
– CRM – Sugar
– Marketing Automation – Act-On
– Content Management - Drupal
• Dynamically adapts content to audience
– Improved conversion rates
– Shorter sales cycles

13. Act-On Marketing Automation
13
• All-in-one integrated marketing suite
– Helps marketers tie inbound, outbound and nurturing
programs together: greater ROMI
– Create, manage, and report on multi-channel
marketing programs
• E-mail, web, mobile, and social
• Out-of-the-box Sugar and Drupal integrations
• No duplicate leads!
• Full synchronization with Sugar database

14. Act-On Platform
14

15. Recent Act-On Accolades
15
– Forrester Wave™ Leader: Lead-to-Revenue
Management Platform Vendors (2014)
– Frost & Sullivan Entrepreneurial Company of the Year
(2014)
– Forbes list: America’s Most Promising Companies
(2013)
– Inc. 500 List of America’s Fastest Growing Private
Companies (2013)
– Deloitte Technology Fast 500 (2013)

16. OSSCube Delivers
16
• Act-On Platinum Partner
• Hundreds of successful integrated solutions
– Boardroom Events
– BFS
• Deep competencies in
– CRM
– CMS
– Marketing Automation
– BPM and Workflow

17. CASE STUDY: BOARDROOM EVENTS
(Rapidly growing)

18. Overview
18
• Founded in 2007 by ex-Gartner employees
• Boardroom Events creates best-in-class
business development and networking
experiences for tech industry leaders
– Mid-Market CIO Forum
– Enterprise Mobility Forum
• Collecting valuable data
• Planning considerable growth

19. Situation
19
• Zoho and HubSpot
– Unable to seamlessly integrate applications
– Unable to analyze and leverage data
• Missing business opportunities
• Poor data quality, integrity
• Low productivity, manual processes
• High costs

20. Solution
20
• Phase 1 - Sugar V7 and Act-On
– Seamless integration
– Enhanced business processes
– Increased productivity
– Lower cost
• Phase 2 – BI and reporting
– Leverage additional business opportunities

21. Benefits
21
• Significant improvement in team productivity
• Higher data quality and integrity
• Improved team collaboration
• Open new business opportunity to leverage data
• Now investing in technology (vs. spending)
• Technology can now support business growth
targets

22. OSSCube Delivers
22
• Meet short term challenges by migrating from
Zoho/HubSpot to Sugar/Act-On
• Develop application architecture to support
growth initiatives
• Provide phased development and support plan
• Trusted advisor role for technology to support
growth plans

23. CASE STUDY: CU SOLUTIONS
Growth through acquisition

24. Overview
24
• CU Solutions Group Serves over 5,000 credit unions
and leagues nationwide
• Offers essential solutions in four key areas:
– Marketing
– Technology
– Membership enhancements
– Performance management.
• Offices in Michigan, Utah, California and Kansas

25. Situation
25
• Existing solution only offered local access
– Negative impact for employees not in the office
• Disparate databases and applications caused by
acquisitions
– GoldMine, SFDC, SugarCRM
– Negative impact on productivity
• Sales was not able to see global account view
• IT Help desk was stand alone application

26. Solution Goals
26
• Standardize applications and processes
– Consolidate 8 databases
– Provide global customer view for sales
• Scalable Single CRM database with integrated:
– IT help desk
– Event registration
– Website access
– Online forms
– Printing services
• Provide web based access
– 120+ users – and growing!

27. CRM Solution
27
• Evaluated
– Goldmine, Microsoft Dynamics, SageCRM,
SalesForce.com, SalesLogix, SugarCRM
• Sugar was the Winner!
– Ability to host in-house
– Flexible and customizable
– Web capabilities

28. Benefits
28
• Improved customer experience
– Registrations, forms, printing, etc.
• Scalable solution: supports growth and
distributed workforce
• Coordinated sales process
• Reduced IT support requirements
• Enjoying hard and soft cost savings

29. OSSCube Delivers
29
• Sugar customization and integration
• Developed mobile apps
• Custom application development
“We are highly satisfied with OSSCube. Their
broad knowledge and experience helped us to
solve some very complex challenges and to meet
our program goals”
Tim Bohlman, CTO, CU Solutions

30. CASE STUDY: BLUE BOOK BUILDING
AND CONSTRUCTION NETWORK
(Enterprise)

31. Overview
31
• 100 year old company
– Connects owner organizations with contractors
– Leader in technology innovation
• Product and service offerings to include free tools that
are helping the entire industry improve its workflow -
from design through post-construction
• Over 250 field construction professionals working to
support their local construction community

32. Situation
32
• Construction companies are typically technology
laggards
• Results in less than optimal business
operations and efficiency
• Defined Project Pipeline to continue innovation
leadership position
• Needed a technology partner to make this
happen

33. Blue Book Testimonial
33
“We choose OSSCube because of their broad
experience and successful track record of building
custom enterprise level applications”
“The use of open source technologies was also very
important to give us the flexibility to meet our unique
requirements and help keep the costs to our customers
as low as possible”
-Mark Griswold, CIO- The Blue Book Building and
Construction Network

34. Technology Challenges
34
• Building a scalable application to support 50,000+
users based on a cloud implementation of Sugar
• Integration with multiple legacy and third party apps
• Building support of multiple formats for different lead
sources
• Building a complex search module to pull data from
multiple sources
• Queue management of proposals for faxes, etc.
• Creating new instances of Sugar on the fly

35. Lessons Learned
35
• Investing time in understanding how to bring real value
to customers is critical in defining an innovative
product
• Choose a technology partner with the experience,
knowledge and scalability to take on unprecedented
challenges
• The mix of on-site and virtual resources provided the
flexibility to quickly scale the team up or down as
necessary
• Building on an existing platform was more cost-
effective and facilitated faster time to market

36. Contractor Benefits
36
• Streamlined internal processes
• Improved customer experience and
responsiveness
• Win more business by better understanding costs
and delivery objectives
• Better manage internal business
• Reduced internal overhead by using a cloud-
based solution

37. OSSCube Delivers
37
“The members of the development team have consistently
delivered their requirements on time and on budget with
excellent customer service. The OSSCube team is a
valued and trusted partner”
-Matthew Moyers, Project Pipeline Product Manager for
The Blue Book Building and Construction Network
For more about this project, you can read the whitepaper here

38. IN CONCLUSION

39. Dedicated to Making You a Hero
39
• More than just an application installer
• World Class integrated business solutions

40. HOW CAN WE HELP YOU?

41. Contact
41
Brian Land, Central and Western Region
E-mail: brian@osscube.com
Mobile: 512-670-8430
John Thomson, Eastern Region
E-mail: john.Thomson@osscube.com
Mobile: 845-598-3759
John Bernard, EVP, North America
E-mail: john@osscube.com
Mobile: 732-710-1548

42. facebook.com/OSSCube @OSSCube linkedin.com/company/OSSCube
Website: www.osscube.com
E-Mail: info@osscube.com
Phone: 1-888-724-8898

43. THANK YOU
@OSSCube #SugarCon