ADFILE is a cloud based workflow management system created for time-based businesses to track jobs from lead generation through to invoicing, reducing paperwork and giving back valuable time.
11. Mobile devices and the cloud are
TRANSFORMING DAILY BUSINESS
PROCESSES across the globe!
12. And this is why…
Most time based businesses are spending too
much time on paperwork and are losing money!
X Lost leads – potential clients
X Under-quoting
X Inaccurate Timesheets
X Misplaced Purchase Orders
X Missed deadlines
X Customer Communication Problems
X Lost Potential Chargeable Opportunities
13. We listen, we learn, we innovate
Understanding your business needs…
Online access to your business – anywhere, anytime!
✓ Better accountability
✓ Easier to understand work records
✓ No more multiple timesheets
✓ Instant budget reporting
✓ Better staff allocation tools
✓ Geo tagged files and work records from a mobile device
✓ Better compliance recording
✓ Set reminders so you don’t miss deadlines
14. We create THE solution!
ADFILE is an efficient workflow management tool for industries who have previously relied on
pen and paper or IT support.
KEY FEATURES
• Manage Leads & Clients
• Customize Quotes
• Track Staff Timesheets
• Monitor GPS Tracking
• Allow Client Access
• Create Purchase Orders
• Store Files
• Manage Project Timelines
• Download Reports & Statistics
• Create Invoices
• Integrate with Accounting Software
15. What makes us special?
ADFILE is a fully functional workflow management platform without the added complexity of other job
management systems - making ADFILE easier to use with less training for staff.
✓ Tested and trialed for over 9 years
✓ Designed for use by all time based industries
✓ Customizable themes & white labeling opportunities
✓ Progress invoicing capabilities
✓ Tiered user access to limit data visibility and features
✓ Client access to status updates and file storage
✓ Data matching for COC & regulation
✓ Custom job / quote / task fields
✓ Clean, easy user interface design
✓ Super simple to use at all user levels
16. What makes us special?
ADFILE is a fully functional workflow management platform without the added complexity of other job
management systems - making ADFILE easier to use with less training for staff.
✓ Tested and trialed for over 9 years
✓ Designed for use by all time based industries
✓ Customizable themes & white labeling opportunities
✓ Progress invoicing capabilities
✓ Tiered user access to limit data visibility and features
✓ Client access to status updates and file storage
✓ Data matching for COC & regulation
✓ Custom job / quote / task fields
✓ Clean, easy user interface design
✓ Super simple to use at all user levels
17. A bit about the competition.
Plumbing and electrical focused, targeted at SME’s currently only in
New Zealand and Australia.
Owned by Xero, they have a solid platform but for trade customers it is
confusing and hard to manage.
NZX listed company that has grown over 900% in the last year, they are still only
reaching a very small percentage of the overall market size but are growing
exponentially, which means this market is starting to mature.
20. And support from Trade Leaders.
On-going promotional support by Trade Industry Leaders.
New Zealand vertical only (first test market)
Within 18 -24 months we expect to achieve 3% market penetration.
90 Stores
20,000+
Trade Customers
80 Stores
33,000+
Trade Customers
47 Stores
50,000+
Trade Customers
21. Looking to the future…
Lead CRM
Quote
Job Management
Time Sheet
File Upload & COC
Material Order
Geo Track
Reporting
Client Login
Event Calendar
Invoicing with Xero, MYOB & QuickBook
FRANCHISOR / ENTERPRISE LEVEL
22. To reach our goals!
BY MARCH 2018 BY MARCH 2019
• Increased investment in development of new mobile applications
• Sales and marketing initiatives
• New market development
• Further R&D
• API development of complimentary business tools
• Franchisor and enterprise level platform development
• Human Resources
23. How we can achieve it!
• Maximum Investment: USD $500,000
• Minimum Investment: USD $20,000
• Pre-Money Valuation: USD $3,000,000
• Security Type: Ordinary Shares
• Industry: SaaS Software for the SME and Trade Sector
• Investors will be investing in a Limited Liability Company
24. How we can achieve it!
• Maximum Investment: USD $500,000
• Minimum Investment: USD $20,000
• Pre-Money Valuation: USD $3,000,000
• Security Type: Ordinary Shares
• Industry: SaaS Software for the SME and Trade Sector
• Investors will be investing in a Limited Liability Company
☺
25.
26. The ADFILE ‘A-Team’
Randy An
CTO
Dawn Bethell
DESIGN &
MARKETING
Terra Yi
SENIOR APP
DEVLOPER
Chris Hill
TECHNICAL
SUPPORT
Jiwa Nadan
KEY STAKEHOLDER
Matt O’Dea
CEO / FOUNDER
27. The ADFILE ‘A-Team’
Randy An
CTO
Dawn Bethell
DESIGN &
MARKETING
Terra Yi
SENIOR APP
DEVLOPER
Chris Hill
TECHNICAL
SUPPORT
Jiwa Nadan
KEY STAKEHOLDER
Matt O’Dea
CEO / FOUNDER
30. “ADFILE aims to become the leading vendor in
Workflow Software – management made simple.
Provide integrated mobilized SaaS solutions
for business owners to manage workflow ‘on-the-go’
with complete transparency, efficiency and profitability.
A virtual assistant tool that can engage and build
better business and customer interface.