Intellinetics, Inc. · AMEX:INLX
Intellinetics — Taglich Conference 2018
18 slides from Intellinetics's conference presentation, May 1, 2018
Slide 1: Intellinetics - Taglich Conference 2018
Slide 2: Forward Looking Statements
.0) FORWARD LOOKING STATEMENTS This presentation contains certain forward-looking statements. Expressions of future goals and projections and similar expressions reflecting something other than historical fact are intended to identify forward-looking statements, but are not the exclusive means of id
Slide 3: Agenda
Slide 4: Jim DeSocio
JIM DESOCIO © Relayware-Chief Revenue Officer: Doubled subscription revenue and tripled new customer logos in two years. © Merged with Zift Solutions in Sept °17. © XRS- EVP Field Operations: In 22 months launched new mobile solution changed the dynamics in Fleet Logistics space selling 462 new cust
Slide 5: Intellinetics Company Profile
INTELLINETICS COMPANY PROFILE © Enterprise Content Management (ECM): Cloud-ceniric content services / document management © Intellectual Property (IP) Portfolio: Proprietary, cloud-enabled software platform © Public and Private Cloud Models
Slide 6: Developed Strategy
DEVELOPED STRATEGY © Focus on solutions for Human Service Providers (HSP) and K-12 /SLED* © Profile: paper-intensive, technology laggards, compliance driven © Identified industry-specific solutions: Finance, HR, student/patient records, HIPAA compliance, incident reporting, board minutes, transporta
Slide 7: Go-to-Market Strategy
G0-TO-MARKET STRATEGY © Identified key strategic partners © Implemented proven, successful sales/marketing infrastructure © Salesforce and Pardot marketing solution ° Deployed new web site to support strategy and track activity * Developed content to support strategy © Initial test campaigns in Feb
Slide 8: Key Initiatives
KEY INITIATIVES © SLED — Software Unlimited — K12 Financial Systems © HSP — Primary Solutions — Human Service Provider ERP Solutions © HSP — Provider Portal — focus on lower end of HSP market SLED — Large imaging channel reseller with vertical focus © Other strategic solution partners
Slide 9: SLED — Software Unlimited (SUI)
SLED — SOFTWARE UNLIMITED (SUI) © SUL: K-12 Financial Solutions, 850 Customers in seven states, 50% SAAS* © SUI Challenges: ° Expanding into new states (financial reporting) © “Gorilla” competitor (PowerSchool) released new financial products © Intellinetics applications: Finance, HR, student record
Slide 10: HSP — Primary Solutions
HSP — PRIMARY SOLUTIONS © ERP for Human Service Providers (HSP), >250 customers in Ohio, 56 mutual customers © Challenges: © Saturated market © New product to sell into customer base © Expand into new states © Intellinetics applications (industry specific solutions): audit reporting/compliance, HR i
Slide 11: HSP — Provider Portal
HSP — PROVIDER PORTAL © Intellinetics already has HSP-ready, out of the box solutions: © Audit Shield, Incident Reporting, Consumer Records, Credentials © Target low end of market 1-3 users © 3000 Independent and Agency providers in Ohio serving 1-5 consumers © $25/mo per user, potential additional
Slide 12: SLED — Imaging Channel Dealer
SLED — IMAGING CHANNEL DEALER © Dealer previously resold Intellinetics, tried to take document management in house and recently divested — looking for new solutions © Under original deal with Intellinetics: sold 14 new logos for >$500k total, median $25k © Original reseller agreement still in place
Slide 13: Financial Model
Slide 14: Financial Model
FINANCIAL MODEL © Built a new revenue model © Starting with our base recurring and one-time business © Then layered in incremental growth from the initiatives on the preceding slides © The business has maintained: © Strong margins: 70%+ gross margins historically © Low customer churn © Operating exp
Slide 15: Financial Goals
Financial Goals (See Assumptions on next slide) Select Income Statement Metrics Company Confidential Base Recurring Rev (SAAS & Mx) 1,223,430 1,513,971 1,591,570 1,740,000 2,130,000 2,630,000 2,970,000 Base One-Time (SW & PS) 1,113,561 1,087,762 1,031,875 760,000 1,080,000 1,490,000 1,540,000 Increm
Slide 16: Financial Model Assumptions
FINANCIAL MODEL ASSUMPTIONS © Maintain: © Base business levels, and grow SAAS at 10% and 20% (consistent with historical levels) © Historical levels of strong margins, low customer churn, and operating expense control ° New strategy and marketing programs generate: © More than double the historical
Slide 17: Direction — We Know Where We're Going
DIRECTION — WE KNOW WHERE WERE GOING © Infusion of marketing experience/leadership © We now have an infrastructure and a strategy that we can build upon © We're developing partners who support our strategic vision (not opportunistic) © Weare bullish on our target market opportunities
Slide 18: Thank You