Quick overview of our 1-day SaaS strategy service.

1. Learning More About
The SaaS Strategy Tune-up
Presented by
Montclair Advisors
October 2009
© 2009 Montclair Advisors, LLC Confidential Information

2. Where the Strategy Tune-up Can Be Beneficial
• For existing SaaS companies:
 Delivers a complete view of SaaS market and key industry segments
 Unique tool for use in competitive and M&A analysis
 Compare business plans against SaaS and non-SaaS players
 SWOT diagnostic tool to aid in business planning and budgeting
 Useful in communicating to boards and investors about business direction
• For traditional SaaS companies:
 Delivers view into SaaS market, key players and competitors
 Compare planned performance against industry and SaaS players
 Useful when building out SaaS migration or new business plan
 Can help companies avoid making costly SaaS business mistakes
© 2009 Montclair Advisors, LLC Confidential Information

3. Address Common SaaS Strategy Challenges
The SaaS Strategy Tune-up provides actionable advice on a wide variety
of areas that will help your business to be more productive, gain market
share, better competitive positioning, generate more revenue and avoid
costly mistakes.
Win/Loss
Analysis
Pricing
Global
Enter New
Markets
Key
Executives
Profitability
Churn
M&A M&A
Sell Side Buy Side
Marketing
Partnerships Strategies
CAC
© 2009 Montclair Advisors, LLC Confidential Information

4. SaaS Strategy Tune-up Process
• Kickoff meeting
• Interview key executives and stakeholders
• Review of target industry players
• Evaluate corporate presentation
• Review financial, industry and background materials
• Build out SaaS Market Scorecard
• Deliver findings
Typical evaluation takes less than 2 days, so results are delivered
quickly and cost effectively.
© 2009 Montclair Advisors, LLC Confidential Information

5. SaaS Strategy Tune-up Business Dimensions
Complete market landscape, with useful drill downs
© 2009 Montclair Advisors, LLC Confidential Information

6. Targeted Company Profiles
Strategy Market Scan
Partner of Interest: Saturn Software
Background Information
Saturn Corporate Information Management Team
999 German Lane, Suite 122 Randy McLeonard Founder, Chairman and CEO
Phoenix, AZ 85001 Deepak Rah Chief Technology Officer
Main: 1-602-652-7000 John Lord VP Business Operations
Toll Free: 1-877-786-0001 Janet Sherman VP of Sales
Fax: 1-602-652-0342 Arthur Cross VP of Marketing
Email: info@Saturnsoftware.com Roger Mason GM of EMEA
Saturn Facebook Profile
Saturn LinkedIn Group Board of Directors
Saturn on Twitter Wendy Warner Director
Saturn Website William Glass Director
Saturn Blog Bennett Shipley Independent Director
Leo Schambeck Director
Founded: 2004
Market: Small and Medium Business (SMB) Funding
Partners: Salesforce.com - AppExchange Series A $5M in September 2008
Product Information Customer Information
Est. Customers 110
Functional Comparison Some of these customers include:
Saturn Express Saturn Enterprise Competitor #1
User Interface X X X Customer Name Industry
Modeling X X X Pep Boys Automotive
Reporting X X X DSG Canada Automotive
Data Management X X X Oracle Technology
Integration X X Accenture Business Services
Partner Portal X X KB Homes Construction
CBRE Construction
API/Connector(s) AppExchange and custom through professional services Timmons Company Construction
Technology: Java J2EE and Spring, Hibernate, Flex and Groove Wind Turbine, Inc. Manufacturing
Callidus Technology
Pricing Information Other Company Information
Saturn Express $19/company/month No set up fee (self service) Est. Revenues >$5M
Saturn Enteprise $30/user/month $349 set up fee Est. Employees 40
60 day money back guarantee
QuickStart Services $495 2 hours of comp consulting and best practices advice
Strategic Alignment Services $1,295 Build out a complete system
Automation Set Up Services $1,200 Data cleaning and loading
A La Carte Consulting Services $275/hour
Phase 2 projects often involve specific company profiles
© 2009 Montclair Advisors, LLC Confidential Information

7. Case Study
Xactly
Challenges:
Successful SaaS business looking at broader market and key players for strategic
business planning purposes.
Solutions:
 Detailed market scan by industry segment
 Drill down into specific company profiles
 Partnership recommendations
Results:
Information used for executive staff and board of directors strategic planning session
© 2009 Montclair Advisors, LLC Confidential Information

8. SaaS Strategy Tune-up Benefits
 Powerful planning tool for business strategy
 More detailed view into competitive landscape
 Useful communications tool for use with boards and investors
 Develop understanding of key industry players
 Solid tool for comparing company against industry peers and groups
 Findings deliver actionable advice
 Modest investment of time and resources
 Uncover potential strategic business opportunities
© 2009 Montclair Advisors, LLC Confidential Information

9. Companies Covered in 2009
Enterprise SMB Very Small Business
Public
Private
Valuable SaaS Marketplace Relationships
© 2009 Montclair Advisors, LLC Confidential Information

10. Contact Us Today
Montclair Advisors provides personalized Software-as-a-Service advisory
services designed to help SaaS-based and non-SaaS-based software companies
to optimize their business models, improve revenues, control costs and deliver
world-class software.
Visit us at www.montclairadvisors.com, check out our Smart SaaS blog at
www.montclairadvisors.com/blog and follow us on Twitter @Montclairadvrs.
Kevin Dobbs, Owner - Managing Partner
Office: 510-336-0019
Email: kevin@montclairadvisors.com
© 2009 Montclair Advisors, LLC Confidential Information