Drive Measurable Business Results With Web 2.0 Technologies presented by Dennis Deveny, Field Account Executive, Jive Software, Inc. Troy Angrignon, President, WorkHabit, Inc.

1. Drive Measurable Business Results
With Web 2.0 Technologies
presented by
Dennis Deveny, Field Account Executive, Jive Software, Inc.
Troy Angrignon, President, WorkHabit, Inc.
!quot;!!#$quot;!!
%&''()quot;*(+,-./012.+
345+/#.67*894:-:;<*)=*>014*+.?<:*.0,*,4:-:*?+*,4:*>5-@:,AB51:C*D4:-:*/.*A:.AB:
<,5-,EF
$

2. ):BB*>.-:*A-./01,<*5+/*<:-G?1:<
>.-:*.H:+*,.*>.-:*A:.AB:*5,
I:J:-*>5-K?+<*L4?B:*.A:-52+K
:M1?:+,BN*5+/*I0?B/?+K*5*K../
-:A0,52.+C
$quot;!!#Oquot;!!*P<B?/:*$*.Q*RS
9T=Uquot;*%:++?<V*,4:-:*?<*5*B.,*.Q*+.?<:*.0,*,4:-:*5+/*?,;<*G:-N*1.+Q0<?+K*<.*(*B?@:*,.*5BL5N<*,5@:
A:.AB:*I51@*,.*W-<,*A-?+1?AB:<C((;>*K.?+K*,.*<,5-,*Q-.>*I0<?+:<<*I5<?1<C
U.0-*X.IV*+.*>5J:-*L45,*N.0-*X.I*2,B:*?<*,.
quot;
****Y*/.*<,-5,:KNquot;*:+<0-:*,45,*N.0*5-:*>5@?+K*A-./01,<*,45,*A:.AB:*L5+,*5+/*,45,*N.0-
1.>A5+N*?<*A.<?2.:/*1.>A:22G:BNZ
****Y*/.*,5121<quot;*:+<0-:*,45,*N.0*5-:*I0?B/?+K*A-./01,<*A:.AB:*L5+,V*1.<,*:6:12G:BN*5+/*<:BB?+K
,4:>*Q.-*,4:*-?K4,*A-?1:V*5+/*K:[+K*<52<W:/*10<,.>:-<C
****Y*)0AA.-,*<5B:<*?+*5J-512+K*5+/*-:,5?+?+K*10<,.>:-<*<.*,45,*N.0*15+*<:BB*>.-:*,4?+K<*,.
>.-:*A:.AB:*>.-:*.H:+]F
****Y*^.5B<
**********.*/-?G?+K*-:G:+0:
**********.*?+1-:5<:*B.N5B,N
**********.*?+1-:5<:*10<,*<5,
**********.*/:Gquot;*?>A-.G:*<:-G?1:*B:G:B<
**********.*/:1-:5<:*.A*1.<,<*,4-.0K4*A::-*,.*A::-*-:<.B02.+
**********.*/:G*1.>>0+?2:<quot;*A-./01,*?>A-.G:>:+,*_*T`%
).*,4:*K.5B*?<*-:5BBN*,.*a=b&*.0-*10<,.>:-<cCC
d

3. $quot;!!#Oquot;!!*P<B?/:*d*.Q*RS
D:*+::/*,.*Q5BB*?+*B.G:*L?,4*.0-*10<,.>:-<*<.*,45,*L:*15-:*5I.0,*,4:?-*/-:5><V*A5?+<V
K.5B<V*5+/*5<A?-52.+<C
D:*+::/*,.*K:,*1B.<:-*,.*,4:>*,45+*L:*:G:-*45G:C
e+/*,.*/.*,45,V*L:;-:*K.?+K*,.*45G:*,.*B:5-+*4.L*,.*f('^a&c
R

4. 9.*/.*,45,V*L:*+::/*,.*K:,*.0,
,4:-:*5+/*>?+KB:C
$quot;!!#Oquot;!!*P<B?/:*R*.Q*RS
cgN*1.++:12+K*,.*.0-*10<,.>:-<*?+/?G?/05BBN*5+/*?+*K-.0A<V*L:*15+*B:5-+*>.-:V*5+/
A-.G?/:*I:J:-*<:-G?1:<*,45,*5-:*5*I:J:-*W,*Q.-*.0-*10<,.>:-;<*+::/<C
e+/*L:*15+*0<:*D:I*dC!*,:14+.B.K?:<*5+/*5AA-.514:<*,.*/.*:G:-N,4?+K*(*X0<,
>:+2.+:/*I:J:-V*14:5A:-V*5+/*Q5<,:-*,45+*I:Q.-:C
%&''()quot;*).*(*K:,*,4:*A5-,*5I.0,*L45,*L:;-:*<0AA.<:/*,.*I:*/.?+K*?+*.0-*I0<?+:<<:<V
I0,*4.L*/.*L:*1.++:1,*,45,*,.*5BB*,4:*+.?<:*5-.0+/*D:I*dC!E
9T=Uquot;*(*15+*5+<L:-*,45,*I0,*(;>*K.?+K*,.*+::/*,.*<,:A*I51@*5*I?,*5+/*K?G:*<.>:
1.+,:h,*,.*L45,*D:I*dC!*5+/*&+,:-A-?<:*dC!*-:5BBN*?<*5+/*,4:+*(*15+*4:BA*N.0*>5A
I:,L::+*,4.<:*5+/*L45,*L:*/.*.+*5*/5?BN*I5<?<C
O

5. 894:*+:h,*<:5*145+K:*?<
0A.+*0<F
#*g?BB*^5,:<V*d!!i
!Oquot;!!#!iquot;!!
U.0*A-.I5IBN*-:>:>I:-*I51@*?+*d!!iV*g?BB*^5,:<*>5/:*5*<AB5<4*L4:+*4:*?<<0:/*,4:
?+Q5>.0<*B?+:*<4.L+*4:-:C*P,5B@*5I.0,*,45,*>:>.cS
f?1-.<.H*,4.0K4,*?,*L5<*<014*5*I?K*/:5B*,45,*,4:N*<:,*5<?/:*jkg_N-*?+*T`%*Q.-*?,C
945,;<*5*B.,*.Q*>.+:NV*:G:+*Q.-*,4:>]
gN*,4:*:+/*.Q*d!!kV*9?>:*f5K5l?+:;<*A:-<.+*.Q*,4:*N:5-*L5<*8U=mF*5<*?+*0<:-
K:+:-5,:/*1.+,:+,*A-.G?/:-<*n*:<<:+25BBN*A:.AB:*B?@:*N.0*5+/*>:*.+*,4:*?+,:-+:,
,45,*L:-:*1-:52+K*5BB*.Q*,4:*1.+,:+,C
$*I?BB?.+*A:.AB:*.+*,4:*?+,:-+:,*Pd!!f*5,*5+N*K?G:+*2>:SV*d*I?BB?.+*1:BB*A4.+:<V*o!
>?BB?.+*IB.K<C*e<*f5J*f0BB:+L:KKV*Q.0+/:-*.Q*D.-/A-:<<*<5?/V*8L?,4*i!*>?BB?.+
IB.K<V*)=f&*.Q*,4:>*45G:*,.*I:*K../CF
e<*D:I*dC!*,:14+.B.K?:<*B?@:*IB.K<V*L?@?<V*T))V*5+/*/?<10<<?.+*K-.0A<V*1.BB5I.-52G:
/.10>:+,<*K.,*>.-:*A.A0B5-V*,4:N*<,5-,:/*,.*<+:5@*?+,.*I0<?+:<<:<V*<.-,*.Q*B?@:*,4:
pq*<+01@*?+*,L:+,N*N:5-<*5K.C
945,;<*15BB:/*&'9&TpT()&*dC!c
i

6. &+,:-A-?<:*dC!*?<*,4:*0<:
.Q*:>:-K:+,*<.1?5B
<.HL5-:*AB5r.-><*L?,4?+
1.>A5+?:<V*.-*I:,L::+
1.>A5+?:<*5+/*,4:?-
A5-,+:-<*.-*10<,.>:-<C
!iquot;!!#!oquot;!!
s-.>*e+/-:L*f1eQ::V*5*t5-G5-/*A-.Q:<<.-*5+/*.+:*.Q*,4:*:5-BN*5/G.15,:<*.Q*,4:
&+,:-A-?<:*dC!*1.+1:A,quot;
&+,:-A-?<:*dC!*?<*,4:*0<:*.Q*:>:-K:+,*<.1?5B*<.HL5-:*AB5r.-><*L?,4?+*1.>A5+?:<V*.-
I:,L::+*1.>A5+?:<*5+/*,4:?-*A5-,+:-<*.-*10<,.>:-<C
&>:-K:+,*>:5+<*,45,*,4:*<.HL5-:*?<*Q-::Q.->V*P>:5+?+K*.A2.+5BV*Q-::*.Q*0A*Q-.+,
L.-@u.LV*5+/*?,*?K+.-:<*4?:-5-14NV*5+/*?,*I0?B/<*?,<*<,-01,0-:*.G:-*2>:C
).1?5B*<.HL5-:*:+5IB:<*A:.AB:*,.V*1.++:1,*.-*1.BB5I.-5,:*,.*Q.->*.+B?+:
1.>>0+?2:<C*PD?@?A:/?5v<*/:W+?2.+SC
pB5r.-><*5-:*/?K?,5B*:+G?-.+>:+,<*?+*L4?14*1.+,-?I02.+<*5+/*?+,:-512.+<*5-:
KB.I5BBN*G?<?IB:*5+/*A:-<?<,:+,*.G:-*2>:C
(+*<4.-,V*?,*?<*5*L5N*Q.-*A:.AB:*,.*L.-@*,.K:,4:-*51-.<<*,4:?-*:1.<N<,:>C
%&''()quot;*94:*,4?+K*(*4:5-*Q-.>*A:.AB:*5BB*,4:*2>:*?<*,45,*A:.AB:*5-:*5Q-5?/*,45,*,4:N
5-:*K.?+K*,.*K:,*B:H*I:4?+/V*,45,*,4:N*L.+;,*@+.L*4.L*,.*/.*,4:?-*X.I*,.>.--.L*L?,4
5BB*.Q*,4:<:*+:L*,:14+.B.K?:<*1.>?+K*0A*,45,*,4:N*/.+;,*45G:*2>:*,.*B:5-+C
'&w9
o

7. !oquot;!!#!xquot;!!
9T=Uquot;*(*/.*5*B.,*.Q*A0IB?1*<A:5@?+KV*(*/?/*5*,5B@*.+*pT*dC!*-:1:+,BN*5+/*(*4:5-*,45,*5*B.,C*g0,*(
45G:*-:5BBN*K../*+:L<*Q.-*:G:-NI./N*L4.*?<*L.--?:/*5I.0,*,45,C
U.0;-:*<2BB*/.?+K*,4:*<5>:*X.IV*I0,*+.L*N.0*45G:*+:L*,..B<C
94?<*?<**+.,*5I.0,*145+K?+K*Dte9*N.0*/.C
94?<*?<*5I.0,*145+K?+K*t=D*N.0*/.*?,C
945,*<4.0B/*,5@:*5L5N*,4:*<15-?+:<<*5+/*1.>AB:h?,NC
'.*>5J:-*L45,*N.0-*10--:+,*X.I*?<V*N.0*<2BB*+::/*,.*5J-51,*5+/*-:,5?+*10<,.>:-<V*I0?B/
A-./01,<*,4:N*L5+,V*W+/*,4.<:*10<,.>:-<*5+/*1.>>0+?15,:*L?,4*,4:>V*5+/*,4:+*<0AA.-,
,4:>*.G:-*,4:*B.+K#450BC
(,;<*X0<,*,45,*+.L*N.0*45G:*>.-:*L5N<*,.*/.*,45,*5+/*N.0-*1.>>0+?152.+<*15+*I:*5*B.,*>.-:
,L.#L5N*,45+*,4:N*L:-:*?+*,4:*A5<,C
%&''()quot;*=@5NV*.+:*y0:<2.+*(*K:,*5<@:/*5*B.,*?<V*8,4?<*?<*1..BV*I0,*?<+;,*,4?<*.+BN*Q.-*,4:*>.<,
5/G5+1:/*1.>A5+NE*(<*,4?<*<.>:,4?+K*,45,*fU*@?+/*.Q*1.>A5+N*L.0B/*/.EF
9T=Uquot;*(,;<*4?[+K*,4:*>5?+<,-:5>*+.LC*q.>A5+?:<*45G:*I::+*IB.KK?+K*Q.-*N:5-<C*(;BB*K?G:
<.>:*!quot;#$%&!'
k

8. &d*?<*5*g?BB?.+*%.BB5-*f5-@:,*e+/*(,;<
^-.L?+K*T5A?/BN*Q.-*5*T:5<.+C
).0-1:quot;*s.--:<,:-*T:<:5-14V*d!!x
!xquot;!!#$!quot;!!
s.--:<,:-*<5N<*,45,*&+,:-A-?<:*dC!*?<*W+5BBN*-:5B*,4?<*N:5-*5+/*L?BB*I:*:hA5+/?+K*-5A?/BN
,.*I:1.>:*5**jOCog*I0<?+:<<C
(gf*.A:+:/*0A*IB.KK?+K*,.*Rd!V!!!*:>AB.N::<*5*1.0AB:*.Q*N:5-<*5K.C
^fV*^f]*t5<*I::+*IB.KK?+K*+.L*Q.-*5*1.0AB:*.Q*N:5-<C*94:N;-:*+.,*:h51,BN*IB::/?+K
:/K:C
D45,*5I.0,*z?G:;<*10<,.>:-<E*D4.*5-:*N.0*<::?+K*/.?+K*,4?<E
%&''()quot;*D:*45G:*10<,.>:-<*?+*5BB*<.-,<*.Q*?+/0<,-?:<V*<.>:*.Q*L4?14*PcS
9T=Uquot;*).V*L:;G:*:<,5IB?<4:/*,45,*,4:<:*,..B<*<4.0B/*I:*0<:/*IN*5BB*I0<?+:<<:<V*5+/*5<
5*I0<?+:<<*.L+:-*.-*:>AB.N::*L:*,4:+*K.*.0,*.+*,4:*L:I*,.*B:5-+*>.-:*5I.0,*?,*,.
WK0-:*.0,*L45,*,.*/.*+:h,C*e+/*0+Q.-,0+5,:BN*,4?<*?<*L45,*L:;-:*Q51:/*L?,4C*qte=)C
x

9. $!quot;!!#$$quot;!!
9T=Uquot;**N.0*<,5-,*,.*/.*<.>:*-:<:5-14*5+/*N.0*^..KB:*D:I*dC!*5+/*N.0*K:,*,4?<C*e+/
,4?<*?<*L4:-:*A:.AB:*<40,*/.L+*5K5?+C*94:N*K:,*1.>AB:,:BN*.G:-L4:B>:/*.-*L.-<:V
,4:N*X0<,*<,5-,*<4.AA?+K*Q.-*<.>:*D:I*dC!*<,06*5+/*?+<,5BB?+K*?,C
).*>N*5/G?1:*,.*A:.AB:*?<*,4?<C
),.A*L.--N?+K*5I.0,*5BB*.Q*,4?<*1.>AB:h?,N*5+/*K.*I51@*,.*W-<,*A-?+1?AB:<*5+/*,4?+@
5I.0,*D:I*dC!*B?@:*N.0*,4?+@*5I.0,*5+N*,:14+.B.KNC
(,*<,5-,<*L?,4*I0<?+:<<*K.5B<c
{

10. g0<?+:<<*^.5B<*s?-<,C*9:14+.B.KN*):1.+/C
$$quot;!!#$Rquot;!!
%&''()quot;*D45,*()*,4?<E*U.0;-:*<15-?+K*>:C*D45,*45AA:+:/*,.*,5@?+K*5L5N*,4:*1.>AB:h?,NE
9T=Uquot;*(,;<*5*1.>AB?15,:/*A?1,0-:*L?,4*5*<?>AB:*>:<<5K:C
U.0*15+*-:5BBN*.+BN*A0BB*Q.0-*>5X.-*B:G:-<*.+*N.0-*I0<?+:<<*,.*/-?G:*G5B0:C*(;>*I.--.L?+K*,4?<*>./:B*Q-.>*%:B.?J:C*94:-:*5-:
.,4:-<*.0,*,4:-:*I0,*,4?<*<0I<:,*<4.L<*,4:*.+:<*,45,*(*,4?+@*15+*I:*>.<,*56:1,:/*IN*,4:*5AAB?152.+*.Q*D:I*dC!*,4?+@?+KV*,..B<V
5+/*,:14+.B.K?:<C
U.0*15+quot;
(+1-:5<:*-:G:+0:*IN*/-?G?+K*G.B0>:*IN*5J-512+K*5+/*-:,5?+?+K*10<,.>:-<V*<:BB?+K*,4:>*>.-:*,4?+K<V*<:BB?+K*,4:>*,4?+K<*>.-:
.H:+C
U.0*15+*?>A-.G:*N.0-*>5-K?+<*IN*B.L:-?+K*N.0-*<5B:<V*K:+:-5BV*5/>?+?<,-52G:V*>5-@:2+KV*A-./01,*/:G:B.A>:+,V*<0AA.-,V*.-
<:-G?1:*1.<,<V*-:B52G:*,.*,4:*A-?1:*N.0*145-K:C
U.0*15+*I:*>.-:*:M1?:+,*5<*5*1.>A5+NC
=-V*5+/*,4?<*?<*.+:*,45,*>5+N*A:.AB:*/.+;,*K:,V*N.0*15+*?>A-.G:*,4:*>5-@:,*:hA:1,52.+*.Q*N.0-*1.>A5+N*IN*/.?+K*,4?+K<
1.+<?<,:+,BN*5+/*L:BBV*<014*,45,*A:.AB:*8Q::BF*,45,*N.0*5-:*K.?+K*,.*/.*K-:5,*,4?+K<*?+*,4:*Q0,0-:V*,4:-:IN*?+1-:5<?+K*,4:*G5B0:*.Q
N.0-*<,.1@C
%:1?/:*L4?14*.Q*,4:<:*,4?+K<*N.0;-:*,-N?+K*,.*/.C
9t&'*<,5-,*,.*L.--N*5I.0,*,4:*,..B<C
%.+;,*B:,*,4:*,5?B*L5K*,4:*/.K*5+/*K:,*150K4,*0A*?+*Q:5,0-:*5+/*A-./01,*5+5BN<?<*?Q*N.0*/.+;,*@+.L*L45,*I0<?+:<<*A-.IB:>*N.0;-:
<.BG?+KC
fN*A.?+,*?+*<4.L?+K*,4?<*<B?/:*?<*+.,*,.*.G:-L4:B>*N.0*>.-:*I0,*,.*<4.L*,45,*,4:-:*?<*5*L5N*,.*>5A*,..B<*,.*I0<?+:<<*K.5B
%&''()quot;*).*,4:-:*5-:*L5N<*Q.-*A:.AB:*,.*51,05BBN*1.++:1,*,..B<*/?-:1,BN*,.*,4:?-*I0<?+:<<*K.5B<E
9T=Uquot;*U:<V*5+/*,45,;<*5*B.+K:-*1.+G:-<52.+C*(*:+1.0-5K:*5+N*.Q*N.0*.+*,4?<*15BB*,.*:>5?B*.-*15BB*>:*?Q*N.0*45G:*y0:<2.+<*5I.0,
4.L*,.*/.*,4?<C
$!

11. f5@:*f.+:N
$Rquot;!!#$Oquot;R!
9T=Uquot;*).*B:,;<*<,5-,*L?,4*B:G:-*|$quot;*(+1-:5<:*T:G:+0:quot;
Rx}*.Q*+:L*10<,.>:-*51y0?<?2.+*?<*+.L*514?:G:/*,4-.0K4*<:5-14*Pf5-N*f::@:-V*f.-K5+*),5+B:NV*d!!oSC
),5-,*IB.KK?+K*'=D]]]]](Q*N.0-*.-K5+?l52.+*/.:<+;,*5B-:5/N*45G:*1.-A.-5,:*IB.K<V*?,*+::/<*,.*<,5-,C*94?<*?<*+.
B.+K:-*.A2.+5B*L4:+*<:5-14*I:1.>:<*5*A-?>5-N*L5N*,45,*N.0-*A-.<A:12G:*10<,.>:-<*B:5-+*5I.0,*N.0C*gB.K
A.<2+K<*45G:*?+.-/?+5,:BN*4?K4*^..KB:*-5+@*5+/*5BL5N<*<?,*5,*.-*+:5-*,4:*,.A*.Q*,4:*^..KB:*B?<2+K<C*(Q*N.0*/.+ ;,
L5+,*,.*<06:-*,4:*Q5,:*.Q*~-NA,.+?,:*.-*m#t50BV*I.,4*.Q*L4?14*W+/*,4:><:BG:<*L?,4*A5K:<*5+/*A5K:<*.Q*+:K52G:
10<,.>:-*-5+,<*.+*,4:?-*W-<,*^..KB:*A5K:<V*,4:+*<,5-,*IB.KK?+K*5<*<..+*5<*A.<<?IB:*5+/*45G:*A:.AB:*<5N*+?1:*,4?+K<
5I.0,*N.0-*1.>A5+NC*94:-:*5-:*>5+N*1.-A.-5,:*IB.KK?+K*I..@<*5+/*L:I#5-21B:<*L-?J:+*.+*,4?<*<0IX:1,C*9L.*.Q
,4:*I:J:-*I..@<*.+*,4:*<0IX:1,*5-:*'5@:/*q.+G:-<52.+<*IN*T.I:-,*)1.IB:*5+/*)4:B*(<-5:B*P5*K../*4?K4#B:G:B
.G:-G?:L*.Q*L4N*1.>A5+?:<*<4.0B/*IB.KS*5+/*gB.K*f5-@:2+K*IN*z:-:>N*D-?K4,*P5*/:,5?B:/*B..@*5,*4.L*,.*8/.F
1.-A.-5,:*IB.KK?+K*L:BBCS
(>A-.G:*2>:*,.*>5-@:,V
*?>A-.G:*,4:*A-./01,*/:<?K+*A-.1:<<V
s?+5BBNV*IB.K<V*L?@?<V*T))*-:5/:-<V*IB.K*:/?2+K*,..B<V*5+/*T))*5KK-:K5,.-<*1.0B/*I:*/:AB.N:/*5<*5*B?K4,#L:?K4,
@+.LB:/K:*>5+5K:>:+,*<N<,:>*L?,4*L4?14*,.*<45-:*?++.G52.+*I:<,*A-5121:<V*B:5-+?+KV*5+/*1.+,:+,C*gN*.A:+?+K
,4?<*<N<,:>*0A*,.*5*I-.5/*<:,*.Q*:>AB.N::<V*A5-,+:-<V*10<,.>:-<V*5+/*:G:+*1.>A:2,.-<V*?++.G52.+*?/:5<*15+
1.>:*Q-.>*5+NL4:-:*?+*,4:*:1.#<N<,:>V*+.,*X0<,*Q-.>*,4:*1.-:*/:<?K+*,:5>*.-*I0<?+:<<*B:5/:-<C*e<*5+*:h5>AB:*.Q
,4?<V*(gf*-:1:+,BN*B50+14:/*5+*(++.G52.+*D.-B/*z5>*L4:-:*,4:N*5-:*5<@?+K*,4:?-*:+2-:*:1.#<N<,:>*,.*4:BA*,4:>
?++.G5,:*?+*A0IB?1C
sB?1@-*L5<*5+*.+B?+:*K5>:*1.>A5+N*,45,*>.-A4:/*?+,.*5*A4.,.*<45-?+K*1.>A5+N*IN*,-:52+K*10<,.>:-<*5<
>:>I:-<*.Q*,4:*A-./01,*/:G:B.A>:+,*,:5>V*B?<,:+?+K*,.*,4:>V*,4:+*A0<4?+K*.0,*145+K:<*?+*$i*>?+0,:*1N1B:<*P5,
,4:?-*>.<,*Q-:y0:+,*A.?+,SCa:<<.+P<Squot;*9-0<,*N.0-*10<,.>:-<C*a?<,:+C*9:<,C*a:5-+C*e/5A,C*p0,*Q:5,0-:<*?+*5+/*,4:+
L5,14C*~::A*L45,*L.-@<C*^:,*-?/*.Q*L45,*/.:<+;,C*~::A*?,*<?>AB:C*~::A*?,*B:5+C
%&''()quot;*(*K:,*?,C*).*(*15+*0<:*,4:<:*,..B<*,.*/?-:1,BN*?>A51,*,4:*,.A*B?+:V*+.L*L45,*5I.0,*,4:*I.J.>*B?+:E
'&w9*)a(%&
$$

12. $Oquot;R!#$oquot;!!
9T=Uquot;*945,*I-?+K<*0<*,.*a:G:-*|dquot;*(>A-.G?+K*f5-K?+<quot;
%:1-:5<:*N.0-*):BB?+KV*^:+:-5BV*`*e/>?+?<,-52G:*P)^`eS*:hA:+<:<*,4-.0K4*4?K4:-*B:G:B<*.Q
:+K5K:>:+,*L?,4*N.0-*10<,.>:-<*?+*/?<10<<?.+<*5+/*Q.-0><*5+/*45G?+K*,4:>*W+/*N.0*IN
<:5-14?+KC
D45,*^..KB:*<5N<*5I.0,*N.0-*1.>A5+N*()*N.0-*I-5+/C*f.<,*A:.AB:*+:G:-*-:5/*A5<,*,4:*W-<,
,L.*A5K:<*.Q*^..KB:*-:<0B,<*<.*,4.<:*A5K:<*I:J:-*<5N*K../*,4?+K<*5I.0,*N.0*5+/*?Q*,4:N
/.+;,*N.0;-:*<1-:L:/C
%-C*p50B*~:/-.<@NV*b:+,0-:*p5-,+:-*5,*b:+,0-:<*D:<,*-:1:+,BN*V-:Q:-:+1:/*5*<,0/N**Q.0+/*,45,
,4:*1.<,*.Q*+:L*10<,.>:-*51y0?<?2.+*0<?+K*/?-:1,*<5B:<*L5<*jddV!!!V*?+/?-:1,*L5<*jiV!!!V
/?-:1,*>5?B*L5<*jk!V*:>5?B*L5<*jo!V*.+B?+:*I5++:-*5/<*L:-:*ji!V*N:BB.L*A5K:*5/<*L:-:*jd!V
5+/*<:5-14*L5<*jxCi!C*D4:,4:-*,4:*<A:1?W1*+0>I:-<*W,*5BB*1.>A5+?:<*5+/*15,:K.-?:<*?<
?--:B:G5+,C*94:*>.<,*?>A.-,5+,*Q51,*?<*,45,*/?-:1,*<5B:<*L:-:*-.0K4BN*di!!h*>.-:*:hA:+<?G:C
D:I*dC!*0<5K:*?+,:-+5BBNquot;*T))Z*IB.K<Z*L?@?<Z*B?G:>::2+KZ*(fZ*>.I?B:
s.--:<,:-*45<*<,0/?:/*<0AA.-,*1.>>0+?,:<*5+/*Q.0+/*,45,*B?G:*A-.IB:>*-:<.B02.+*1.<,<*j$dC
D:I*-:<.B02.+*1.<,<*!Cdi*1:+,<C*945,*>5<<?G:BN*?+1-:5<:<*N.0-*A-.W,*>5-K?+*?+*N.0-*<0AA.-,
I0<?+:<<*?Q*N.0*45G:*.+:C
%&''()quot;*U.0-*Q.0-*45+/B:<*L:-:*?+1-:5<:*-:G:+0:V*?>A-.G:*>5-K?+V*?+1-:5<:*:M1?:+1NV*5+/
I..<,*:hA:1,52.+C*t.L*/.*N.0*?+1-:5<:*:M1?:+1NE
$d

13. g:*&M1?:+,
•$oquot;!!#$kquot;!!
•9T=Uquot;F*s.-*:M1?:+1NcC
•*m<:*L:I*I5<:/*5AAB?152.+<*,.*K:,*0A*,.*<A::/*y0?1@BN*5+/*,.*B.L:-*,4:*2>:*?,
,5@:<*,.*K:,*G5B0:*.0,*.Q*N.0-*(9*<A:+/?+KZ
m<?+K*,..B<*B?@:*,4:<:*-5/?15BBN*B.L:-<*,4:*2>:*5+/*>.+:N*<A:+,*?+*:>5?B?+K
/.10>:+,<*5-.0+/*Q.-*:+/B:<<*-:G?:L*1N1B:<*L4:+*N.0*15+*I0?B/*/.10>:+,<*,.K:,4:-
1.BB5I.-52G:BNC
•m<:*B.L#1.<,*145++:B<*Q.-*-:1-0?2+KC*=+:*.Q*,4:*I?KK:<,*5/G5+,5K:<*.Q*45G?+K*5
B5-K:V*G?<?IB:V*5+/*L:BB#,4.0K4,*.0,*1.>>0+?,N*?<*?+*5J-512+K*5+/*-:,5?+?+K*,.A#
+.,14*,5B:+,C*94:*I?KK:-*N.0-*1.>>0+?,NV*,4:*B5-K:-*,4:*A..B*.Q*A:.AB:*N.0*15+
/?-:1,BN*,5A*,.*1.>:*5+/*L.-@*Q.-*N.0C
$R

14. (>A-.G:*:hA:1,52.+<
$kquot;!!#$xquot;!!
9T=Uquot;*'.L*I..<2+K*:hA:1,52.+*?<*5+*?+,:-:<2+K*.+:C
e*A.-2.+*.Q*1.>A5+N;<*G5B052.+*?<*I5<:/*.+*?,<*45-/*A:-Q.->5+1:*+0>I:-<*I0,*5+.,4:-
>5X.-*A.-2.+*.Q*5*1.>A5+N;<*G5B052.+*?<*I5<:/*.+*>5-@:,*:hA:1,52.+C*D45,*/.*A:.AB:
9t('~*.0-*1.>A5+N*L?BB*I:*L.-,4*?+*,4:*Q0,0-:E*D:*I:B?:G:*,45,*N.0*15+*?>A51,*>5-@:,
:hA:1,52.+<*A.<?2G:BN*IN*0<?+K*D:I*dC!*,4?+@?+K*,.*?>A-.G:*N.0-*5I?B?,N*,.*:h:10,:C
)4.L*N.0-*10<,.>:-<V*A5-,+:-<V*5+/*G:+/.-<*,45,*N.0*8K:,F*1.>>0+?152.+*5+/*.A:++:<<
5+/*,45,*N.0*:>I-51:*1.BB5I.-52.+*5<*5*L5N*,.*/.*I0<?+:<<C
%:G:B.A*K../*L?BB*?+*N.0-*:1.#<N<,:>quot;*K:,*:+K5K:/*IN*IB.KK?+KZ
T:,4?+@*pTquot;*>.G:*Q-.>*.+:#L5N*A0<4*,.*,L.#L5N*1.+G:-<52.+<Z
U.0;-:*K.G:-+?+K*5+/*:h:102+K*L:BB*I:150<:*N.0*45G:*K../*1.>>0+?152.+*?+<?/:*5+/
.0,<?/:*.Q*,4:*1.>A5+N*5+/*,45,*>5@:<*A:.AB:*,4?+@*N.0*L?BB*1.+2+0:*,.*/.*,45,*?+*,4:
Q0,0-:C
%&''()quot;*=~eUV*,45,;<*5BB*L:BB*5+/*K../V*I0,*>.<,*A:.AB:*(*,5B@*,.*+::/*45-/*+0>I:-<C*a?@:*5BB
,:14+.B.KN*A0-145<:<V*,4:N*45G:*,.*>5@:*5*I0<?+:<<*15<:*Q.-*,4:*A0-145<:*5+/*?+*.-/:-*,.*/.
,45,V*,4:N*+::/*,.*I:*5IB:*,.*A.?+,*,.*<011:<<*15<:<*5+/*0+/:-<,5+/*L45,*,4:*A.,:+25B
-:,0-+<*5-:C*(+*5*Q:L*>.>:+,<V*(;>*K.?+K*,.*I:*,5B@?+K*5I.0,*<.>:*.Q*.0-*.L+*15<:*<,0/?:<V
I0,*(;>*10-?.0<*,.*@+.L*Q-.>*N.0-*A:-<A:12G:*.0,<?/:*.Q*z?G:V*L45,*<.-,<*.Q*-:,0-+<*5-:
1.>A5+?:<*K:[+K*.+*,4:?-*D:I*dC!*?+G:<,>:+,<E
$O

15. $xquot;!!#d!quot;!!
9T=Uquot;*t:-:;<*L45,*(*45G:*B:5-+:/C*T:,0-+*.+*?+G:<>:+,*1.>:<*?+*,L.*u5G.0-<quot;**45-/*5+/*<.H
teT%
(+*-:B52.+*,.*,4:*^f*s5<,B5+:*IB.KV*-:<:5-14:-<*Q.0+/*,45,*L4:+*5BB*,4:<:*Q51,.-<*L:-:*1.<,:/V*,4:*IB.K
8K:+:-5,:/*jikxV!!!*?+*G5B0:*.+*5+*?+G:<,>:+,*.Q*jd{$V!!!!quot;*(>A-:<<?G:*WK0-:<C*t.L:G:-V*,4:<:*I:+:W,<*L:-:
>:5<0-:/*5K5?+<,*y0?,:*<A:1?W1*K.5B<quot;*8,.*<45-:*?+Q.->52.+*5I.0,*?,<*A-./01,<*5+/*,.*<,5-,*5*/?5B.K0:*I:,L::+
^f*B:5/:-<*5+/*10<,.>:-<F*L5<*5*>5?+*.+:*P.-*,L.SC*94:*-:A.-,*>:5<0-:<*,4:*1.<,*.Q*K:[+K*$!!*A:.AB:*,.
1.>>:+,*.+*,4:*IB.KV*1.>A5-:/*,.*,4:*1.<,*.Q*K:[+K*:y0?G5B:+,*10<,.>:-*?+<?K4,*,4-.0K4*Q.10<*K-.0A<*85,*,4:
1.<,*.Q*j$iV!!!*5*>.+,4V*.-*j$x!V!!!*5*N:5-FC
)0AA.-,*1.<,<*j$d*A:-*B?G:*?+,:-512.+*G<C*jCdi*G?5*<:BQ#<:-G?1:*.A2.+<C
~:/-.<@N*jddV!!!*G<C*jxCi!C
)=s9
q45-B:+:*a?*.Q*s.--:<,:-*T:<:5-14*45<*+.L*-:B:5<:/*PIB.K*A.<,S*4:-*-:<:5-14*A5A:-*?+,.*>:5<0-?+K*,4:*-:,0-+#.+#
?+G:<,>:+,*PT=(S*.Q*I0<?+:<<*IB.KK?+KC*a?*<5N<*,45,*,4:*-:A.-,*Q.0+/*<?h*>5?+*I:+:W,<*1?,:/*IN*,4.<:*1.>A5+?:<
?+,:-G?:L:/quot;
•8K-:5,:-*I-5+/*G?<?I?B?,N*?+*>5?+<,-:5>*>:/?5*.+*,4:*D:IV
•L.-/*.Q*>.0,4V
•*?>A-.G:/*I-5+/*A:-1:A2.+V
•*?+<,5+,5+:.0<*1.+<0>:-*Q::/I51@V
•*?+1-:5<:/*<5B:<*:M1?:+1N*5+/
•*Q:L:-*810<,.>:-*<:-G?1:#/-?G:+*pT*IB.L0A<CF
•9?K4:-*A-./01,*/:G:B.A>:+,*B..A<
•g:J:-*1.>>0+?152.+*L?,4*N.0-*:>AB.N::<V*A5-,+:-<V*G:+/.-<
•€0?1@:-*2>:*,.*G5B0:*.+*N.0-*5AAB?152.+<*,45,*N.0*/:AB.N*P?Q*N.0*0<:*)55)S
•9-0,4*,.*A.L:-*P>5+5K:>:+,*4:5-<*Q-.>*,4:*10<,.>:-
•9T=Uquot;*'.L*(*@+.L*,45,*N.0*45G:*5*Q:L*15<:*<,0/?:<*,45,*N.0*L.0B/*B?@:*,.*<45-:*,45,*1.+,5?+*<.>:*K../*>:,-?1<C
D4N*/.+;,*N.0*K.*54:5/*5+/*,:BB*>:*5I.0,*,4.<:E
$i

16. d!quot;!!#d$quot;!!
%&''();*A5K:quot;
(*45G:*,4-::*1.>A5+?:<*(;/*B?@:*,.*A-.WB:*?+*A5-210B5-quot;*'?@:V*:g5NV*5+/*q?,-?h*5+/*,4:
-:<0B,<*L:*4:BA:/*,4:>*514?:G:C
$o

17. O!}*q.+G:-<?.+
d$quot;!!#dOquot;!!
T&b&'m&quot;*'?@:*I0?B,*5+*.+B?+:*-0++?+K*1.>>0+?,N*Q.-*'?@:•?A./*n*5*14?A*N.0*15+
?+<:-,*?+*N.0-*<4.:*,45,*<N+14;<*L?,4*N.0-*?p./C
T0++:-<*<:+/*/5,5*5+/*AB5NB?<,<*,.*,4:?-*Q-?:+/<V*145BB:+K:/*,4:>*,.*G?-,05B*1.+,:<,<V
5+/*5--5+K:/*-:5B*>::,0A<C
U.0*15+*0<:*,4:*'?@:•*?p./*A-./01,*L?,4*5+N*<4.:<C
94?<*1.>>0+?,N*L5<*4:5B,4N*Q.-*'?@:v<*I.J.>*B?+:‚O!}*.Q*0<:-<*.+*'?@:•*I:1.>:
1.+G:-,<*,.*,4:*1.>A5+Nv<*<4.:<V*5*'?@:*G?1:#A-:<?/:+,*,.B/*g0<?+:<<*D::@C
'?@:*L:+,*.+*,.*I0?B/*>.-:*1.>>0+?2:<*L?,4*qB:5-<A51:*Q.-*Q0,I.B_<.11:-*5+/
L.>:+;<*<A.-,<C
4JAquot;__LLLCI0<?+:<<L::@C1.>_?++.G5,:_1.+,:+,_50Kd!!k_?/d!!k!xR!ƒix{d$OƒA5
K:ƒdC4,>
$k

18. •iO}
dOquot;!!#doquot;!!
q.>>0+?,N*>:>I:-<*<A:+/*iO}*>.-:*,45+*+.+#>:>I:-<C
&I5N;<*>./:B*?<*I0?B,*5-.0+/*-:A0,52.+*5+/*-:L5-/<C
####
9-.Nquot;
(*B?@:*,4:*Q51,*,45,*N.0*5-:*0<?+K*,4:*:g5N*<,.-N*I:150<:*,4:N*L:-:*Q.0+/:/*.+*,4:
G:-N*A-?+1?AB:*.Q*.+B?+:*1.>>0+?,N*5+/*?<*A-.X:1,:/*,.*:5-+*jxCkg*?+*d!!xC
$x

19. 4x
-30%
doquot;!!#dkquot;!!
q?,-?h*45<*>.-:*,45+*$x!V!!!*10<,.>:-<*L.-B/L?/:V*-5+K?+K*Q-.>*?+/?G?/05B
A-.Q:<<?.+5B<*,.*>0B2+52.+5B*1.-A.-52.+<Z*?,*5B<.*<:-G:<*,4:*K.G:-+>:+,*5+/
:/0152.+*>5-@:,<C
D:*I0?B,*5*10<,.>:-*<0AA.-,*1.>>0+?,N*Q.-*,4:>C
eH:-*,4:*W-<,*>.+,4*L:*-:5/?BN*I:5,*,4:*$i}*/:1-:5<:*?+*15BB*G.B0>:C*e,*,4?<*A.?+,
?,v<*>.-:*B?@:*R!}V*5+/*,45,v<*L?,4*5*K-.L?+K*1.>A5+NC
94:?-*,-5M1*?<*>.-:*,45+*y05/-0AB:/V*5B.+K*L?,4*A5-21?A52.+C
${

20. “This is transformational stuff.”
– Charles Hollis, VP of Marketing and Technology
dkquot;!!#dxquot;!!
4JAquot;__LLLCQ.-I:<C1.>_Q.-I:<_d!!x_!o!d_!odC4,>B
&fqV*,4:*/5,5*<,.-5K:*K?5+,V*0<:<*qB:5-<A51:*,.*>5@:*?,*:5<?:-*Q.-*:>AB.N::<*Q-.>*?,<
>5+N*51y0?-:/*1.>A5+?:<*,.*WK0-:*.0,*L45,*,4:*.,4:-*RiV!!!*A:.AB:*5,*,4:
1.>A5+N*/.*5+/*,.*L4.>*?,*L.0B/*I:*0<:Q0B*,.*,5B@C*(,*0<:<*qB:5-<A51:*,.*4.<,
/?<10<<?.+<*5>.+K*T`%*<,56:-<*?+*q4?+5V*(+/?5*5+/*T0<<?5*<.*,4:N*/.+v,*45G:*,.
1..-/?+5,:*1.+Q:-:+1:*15BB<C*D4:+*&fq*A.<,<*5*+:L*A-./01,*?/:5*?+*5*L?@?V*i!!
A:.AB:*L:?K4*?+*.G:-*,4:*+:h,*,L.*/5N<C*q.>?+K*0A*L?,4*+:L*A-./01,*+5>:<*+.L
,5@:<*,4-::*/5N<*?+<,:5/*.Q*,4-::*>.+,4<C
94?<*?<*,-5+<Q.->52.+5B*<,06C*(,*145+K:<*4.L*I0<?+:<<*K:,<*/.+:C*(,*Q::B<*B?@:*,4:
:5-BN*/5N<*.Q*,4:*(+,:-+:,*5+/*:#>5?BV*<5N<*q45-B:<*t.BB?<V*G?1:*A-:<?/:+,*.Q*>5-@:2+K
5+/*,:14+.B.KN*5,*&fqV*5*z?G:*10<,.>:-*/:<A?,:*,4:*Q51,*,45,*&fq*>5@:<*?,<*.L+
1.BB5I.-52.+*<.HL5-:C
d!

21. a:5-+*>.-:quot;*4JAquot;__LLLCX?G:<.HL5-:C1.>_10<,.>:-<
dxquot;!!#d{quot;!!
d$

22. ()*+,-+./01
%:++?<*%:G:+N
/:++?<„X?G:<.HL5-:C1.>
Pi!RS*{kd#o$Oi
LLLCX?G:<.HL5-:C1.>
9-.N*e+K-?K+.+
,-.N„,-.N5+K-?K+.+C1.>
LLLC,-.N5+K-?K+.+C1.>
,L?J:-quot;*,-.N5+K-?K+.+
d{quot;!!#R!quot;!!
dd