Page 1 - October 10, 2014 PROPRIETARY AND CONFIDENTIAL

November 15, 2006

Solution Overview Presented to:
Office of the President, UC
teaching, research and public service
Agenda
8:30 8:35 AM
8:35 8:50 AM
8:50 10:00 AM
10:00 10:15 AM
10:15 12:00 PM

Introductions
SumTotal Background and Overview
Functional Session
Break
Technical Session


Solution Demonstration - Introductions
Dave Crussell, Chief Operating Officer
Representing Executive Officer

Bill Docherty, Senior Director, Product Management
University of CA Technical Program Manager

Katie Khera, Practice Director, Professional Services
University of CA Program Manager
SumTotal Background
Leader in emerging mission critical space
The largest provider of learning and business performance technologies and
services
700+ employees
Financial leader
Expected $100+ million in annual revenue
Largest market share by revenue
45% greater than next nearest competitor
Largest customer base
1500+ enterprise customers
17 million users worldwide
International Presence
Offices across the globe
Product localized in 14 languages
Large Enterprise Experience (over 100,000 learners)
Citigroup, Allstate, Lowes, Motorola,Glaxo Smith-Klein,HSBC, JP Morgan Chase,
AT&T, Starwood, Vodaphone, Cendant, many others
Service metric leader
Double industry average of on-time, on-budget
0%
20%
40%
60%
80%
100%
On Time On Budget
SumTotal
Industry Avg.
Commitment to Customer Success
Market Leader 2006
Saba
14%
Plateau
7%
Oracle
6%
SAP
5%
GeoLearning
6%
Others
42%
SumTotal
20%
Clear Industry Leader by Revenue and Customer Count
Source: Bersin & Associates, Learning Management Systems 2004
SumTotal Systems
2006
MindSolve Acquisition Positions SumTotal as Leader in Talent Management
SumTotal Acquired MindSolve Nov 14
th

SumTotal only vendor to provide Best-in-Breed in learning and performance
MindSolves rich, patented technology and deep domain experience cannot be
easily replicated
Multiple deployment options allow SumTotal to provide best solution to
customers
Performance Management is the strategic enabler:
Determining if all other TM processes are working
Reporting learning effectiveness
Identifying the right skills to hire
Proving baseline for pay for performance
Builds base on skills & competency management
Learning management has the highest switching costs: highest usage and
manages compliance
SumTotal Strategy Moving Forward
SumTotal Strategy After MindSolve
Integration and Data Platform
Competency Management Platform
Recruitment
Management
($660M)

Performance
Management
($180M)

Learning
Management
($545M)

Compensation
Management
($290M)
2
0
%

1
2
%

1
7
%

2
5
%

Web Services / Portal / Reporting and Analytics
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Sources: Yankee Group, Gartner Group 2005 Market Size and 3 Year CAGR
Best-of-Breed Solution Offered
Key Functionality Offered
Solution provided through partners and open
integration
Learning management is the strategic backbone:
Highest usage in Talent Management
Compliance management
Supports knowledge transfer

Performance Management is the strategic
enabler:
Determining if all other TM processes are
working
Reporting learning effectiveness
Identifying the right skills to hire
Proving baseline for pay for performance



Regulatory Compliance at UC
Objectives of the University of California
Priority is to Track Compliance Training
Provide Central Management of Compliance-Related Training
Activities
Adhere to Internal Compliance and External Compliance (e.g.
Ethics, Sexual Harassment, etc.)
Must Have Accurate Information for Audit Requirements
Regulatory Compliance Holland America Case Study
Challenges
Floating City with Internal and External Compliance Requirements
Municipal Healthcare, Security, Firefighting, Waste Treatment
Other Services Housekeeping, Food Prep, etc.
Over 100 Government Bodies Regulate Its Compliance
Potential Severe Penalties
Grounded Ships and Fines, High Liabilities
SumTotal Solution
Transformed Its Compliance Training Program
LMS Has Eliminated Lost Certificates
No More Onerous Data Entry
Cost Savings Lowering Phone, Fax, and Mailing Charges
Accurate Reporting
Effective Consolidation and Automation at UC
Objectives of the University of California
Combination of Separate Learning Communities
Moving towards a Robust, Scalable, and Consistent LMS
Migration of Legacy Data
Connected Infrastructure for Global Tracking and Reporting
Efficient and Cost-Effective Less Paper Process and Manual Input of Data
and Reporting Procedures
Integration of Campus Instruction-Related Systems
Accomplished with Long-Term Vendor Relationship

Consolidation and Automation
National College for School Leadership
Challenges
Large and Diverse Target Audience 130,000 Users
Inconsistency in Program Delivery and Administration
Shortage in Current and Projected Skills for Administrative Staff
SumTotal Solution
Fully Integrated Solution Blended and Personalized Learning
Created a Paperless System for NCSL
Learning Content Developed Centrally and Delivered to Different
Locations
Provided a Quicker Path to Certification
High User Satisfaction Key to Support for Future Initiatives
SumTotal Solution Set
SumTotal Systems Incorporated provides an application platform & associated services that
help organizations manage and deploy mission-critical information, skills, and knowledge across
all business processes

The SumTotal Enterprise Suite is an integrated suite of eight business performance
management applications delivering end-to-end capabilities that improve employee proficiency,
extended enterprise productivity and bottom-line results for the organization
TotalLMS complete learning management
TotalLCMS content management and creation
TotalVCS live training
TotalDashboard predictive analytics application
TotalPerformance performance management application
TotalAccess offline/mobile learning application
TotalInformation info management application
TotalCollaboration collaboration portal