BAS2000 Update

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BAS2000 Update

• Liz Crabb Account Manager
• Steve Thompson President and CEO
• Murray Hibbard FIS Product Specialist

October 4, 2006
Confidential
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New company. New name. New beginnings.
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• Ownership Name Change
• SRB International, Inc - acquired by Star
  Municipal Technologies Friday, April 21-
  Renamed SRB Education Solutions, Inc
• Star Municipal Technologies technology company
  focusing on local government, education and the
  utility sectors
• Invested over 20 million in the past 5 years in
  acquisitions, Research and Development and market
  expansion
• Since 2001, Star has acquired controlling
  interests in 7 companies primarily serving the
  municipal and utility sectors
• SRB Education Solutions (8th acquisition) will
  be the cornerstone of Stars strategy to build a
  equally strong presence in the North American
  K-12 education sector.

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Corporate Structure

2001
2003
2005
2006
2003
2003
2005
2005
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In Ontario

• Of the 72 Ontario School Districts, 57 of
  them have some form of technology support
  contract with SRB .
• 24 of them (35) are running SRB-supported
  Financial Management System (BAS, BAS2000)
• 23 of them (40) are running SRB-supported
  HR-Payroll Information System (IPPS)
• 51 of them (71) are running SRB-supported
  Student System (Trillium, ECNO, SAS, ESS)

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Licensed by 19 Ontario School Districts

• Purchasing, Tendering, Requisitions, Accounts
  Receivable fully integrated with Accounting
• Ministry of Education compliance
• Easy access to budget information
• Easy budget rollup
• Location security
• Data conversion and import tools
• Search capabilities on all key fields
• Powerful adhoc reporting

• Windows technology
• Intuitive forms design
• ORACLE/SQL server
• Flexible general ledger security
• Automatic batch balancing
• General ledger mass maintenance
• Budget transfer/electronic approvals
• Budget worksheet
• Complete req to cheq functionality

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BAS2000 Technology

• Microsoft windows based
• Incremental development in Microsoft IIS and
  .Net framework over the next 2 years
• Final architecture web and web services based
• Scalable, manageable, zero client footprint, open
  database connectivity, open interfaces for
  integration to other best practice products

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Recent BAS2000 Enhancements

• custom menus
• PO's and cheques in form builder
• Auto-generate stock s
• Improved vendor search
• -search by more fields
• -select fields to be displayed/suppressed in
  results
• Ability to link multiple scheduled jobs together
  to form one large batch
• Ability to force all users out of BAS2000 (ideal
  for IT maintenance, etc.)
• Purchasing History Report - find out how many
  widgets were ordered in the last x months -
  board wide or for your own location
• Requisition Copy - recall lasts years bulk order
  (or any order!), make any changes necessary and
  save as this years order
• Ability to view picture of stock item anywhere
  the Stock Search Wizard is available
• Significant Report Builder improvement ability
  to report on user defined Budget groups

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Lambton Kent Selection

• Meets Boards needs right out of the box
• Purchasing module most effective
• Critical Mass of Ontario customer base
• Minimal IT requirements for support and
  management
• Minimal specialized staff
• Minimal specialized training
• Minimal complication to set up
• Pricing least expensive licensing with ECNO
  program

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BAS2000 Release Schedule

• Release 2.10 Aug 2006
• Release 2.10.01 Friday October 8th
• Final Cheque Sort Order in SQL corrected
• Legacy Style cheque printing alignment correction
  
• Release 2.20 Dec 2006
• .Net Web Requisitioning
• .Net Web Warehousing
• Fax Email Reports and Forms
• General Maintenance Service Requests

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BAS2000 Release Schedule

• Release 2.30 Apr 2007
• . Net Web Purchase Orders and Approval Process
• Secure Adhoc Reporting Views
• Managing user sessions
• General Maintenance Service Request
• Release 2.40 July 2007
• Single Sign on
• Fixed Asset Financial Calculations
• EDI via Web Services and .Net
• General Maintenance Service Request
• Release 2.50 Dec 2007
• IPPS .Net integration
• School level .Net modules
• General Maintenance Service Requests

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Quality Assurance and Support

• QA for Release 2.10 most comprehensive yet
  (dedicated BAS2000 QA resources)
• Continuing to move support calls through help
  desk (now 75)
• SRB assistance available for Oracle to SQL
  conversions
• Reminder of BAS sunset - August 2007

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Fixed Asset Management Pilot Opportunity

• Work Tech Inc and SRB Education Solutions will
  provide integrated tracking/reporting of assets
  and inventory as well as integration of
  operations and asset related financial data into
  BAS2000
• Work Tech Asset and Maintenance mgmt products
  currently installed in over 50 Municipalities/Coun
  ties including Renfrew, Haldimand, Peterborough,
  Lanark, Huron, Oxford, Prince Edward, Leeds
  Grenville and many others.

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Work Tech Core Products

• Asset Manager identifying, tracking and
  reporting on assets and inventory. Proactive
  management of maintenance, capital needs, and
  forecasting.
• Work Manager - advanced capabilities for
  planning, scheduling and tracking labour,
  equipment etc as part of operations management.
• Service Manager work order processing
  administering service requests, service
  fulfillment and response measurement including
  both response and preventative maintenance tasks.
• All integrated with your existing HR, Payroll and
  Financial System

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Boards Implementation Status

• 19 boards licensed
• Algoma DSB Ottawa Carleton CDSB
• Algonquin Lakeshore DSB Ottawa Carleton DSB
• Bluewater DSB Renfrew CCDS
• Renfrew DSB Rainbow DSB
• DSBN Waterloo RDSB
• Thames Valley DSB York Region DSB
• Greater Essex DSB Lambton Kent DSB
• Lakehead DSB
• Near North DSB
• Niagara CDSB
• Nippissing Parry Sound CDSB
• Brant Haldimand Norfolk CDSB

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Implementation Status

• Most boards running v.130.xx in production
• Near North, Nippissing Parry Sound CDSB in full
  production (1.30)
• DSBN in process of converting from Oracle to SQL
  Server
• Brant Haldimand Norfolk CDSB on v. 200 with
  plans to move to
• v. 21001 SQL Server
• Algoma DSB, Niagara CDSB, Greater Essex DSB in
  very early stages of implementation testing,
  etc.
• Most boards planning to move to v. 210 by
  December/January
• York Region DSB testing v. 210 now with plans to
  move December
• Year End activities taking precedence
• Resources an issue with most boards for testing
  etc.

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Ontario School Districts SRB Working Together
Questions ?
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Benefits through BAS2000

• Proven system meeting the needs of Ontario School
  Boards for over 20 years (BAS BAS2000)
• All the existing functionality of your current
  system, with new technology, as well as many
  additional time saving features based on the feed
  back of 23 other Ontario Boards.
• Time, Risk and Effort in converting legacy data
  is non existent with BAS2000.
• Minimal disruption to Board Staff
• Very competitive pricing from ECNO Provincial
  License and implementation costs far lower than
  most ERP solutions for new clients.
• Extensive product consultation through Product
  Advisory Council and functional focus groups for
  the Ontario education sector.
• SRB ongoing investment with ECNO year over year

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BAS2000 Web Requisitions Module(V2.20)

• Features
• Web based user interface
• No workstation deployment
• Centralized management
• Supports 2 entry modes
• Speed Entry Mode
• Shopping Cart Mode (New)
• Phased roll out
• Operates concurrently with existing Client/Server
  module
• Technology
• Microsoft Windows
• Microsoft Dot Net
• Microsoft Internet Explorer, Firefox and Safari

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Requisition Entry(Shopping Cart Mode)
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Requisition Entry(Search for a product)
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Requisition Entry(Added to Shopping Cart)
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Requisition Entry(View Shopping Cart)
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Requisition Entry(Speed Entry Mode)
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Requisition Entry(Check Out)
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Requisition Entry(Confirmed)