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Community Powered By Leverage Software
Capabilities Document
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Table of Contents
Table of Contents ...................................................................................................................2Our Product, Our Proposal ..................................................................................3Executive Summary................................................................................................................3
Leverage Software: Web 2.0 for the Enterprise...................................................................3Social Networking at Your Organization..............................................................................4Advantages of a well-networked community........................................................................5
Leverage Software Functionality ............................................................................................ 5Overview: Match.com Meets My Space For the Enterprise............................................6Screenshots of Client Communities.....................................................................................7Detailed Functionality List..................................................................................................12
Clients................................................................................................................................... 16Logos.................................................................................................................................16Quotes from Our Happy Clients.........................................................................................17Case Studies.....................................................................................................................17
About Us...............................................................................................................................19Key Differentiators Why Leverage Software?....................................................................19The Team..........................................................................................................................20Locations & Growth...........................................................................................................20
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Our Product, Our Proposal
Executive Summary
Leverage Software: Web 2.0 for the Enterprise
We are delighted to be working with you to add social networking to your marketing strategy and web
presence. The time is right, because we are in a new era of brand-building. Traditional media and one-way
marketing communications arent working the way they once did. The number of consumers who say they
trust marketing messaging to make purchase decisions is lower than it has ever been (24%). Meanwhile,
the number of people who say they rely on their communityto make purchase decisions has been
increasing rapidly and sits at 84%, far surpassing those listening to marketing messages.
Customers expect to talk to you (and for you to listen) and they will connect, share, educate and influence
each other, whether you like it or not. The worlds best companies are celebrating this new era of customer
centricity and giving their communities a voice.
The Leverage Community Platform lets companies quickly and easily create communities of purpose,
allowing customers, partners, event attendees, developersanyoneto meet, build relationships, share
ideas, contribute content, and learn from one another. A robust community builds loyalty, gives you a way
to quickly understand customer values, needs, and opinions, and provides you with the insight you need to
drive your business. The strongest asset that your company has is your network of customers and
partnershow effectively are you engaging and listening to yours?
Leverage Software was founded in May of 2003 with the goal of enabling trusted communities. Leverage
Software is backed by leading investors including Halsey Minor, founder of CNET, and the largest private
investor in Salesforce.com. We provide hosted community solutions that increase loyalty, drive word of
mouth marketing, decrease customer support costs and increase customer feedback to drive product and
service innovation.
As the leader in enabling communities, it is our privilege to serve Microsoft, Sun, Informatica, Hilton Hotels,
Schwab, McKesson, The New York Times, CMP Media, IDG, InfoWorld, HP, SAP, Oracle and more than
100 additional organizations. Our clients are using our tools to unleash the power of their communities, be
they customers, partners, developers, user groups, affinity communities, consumers of media, customer
advisory boards, event attendees or political groups. Your community strategy is unique to you, but someof the ways our clients are using our tools today are:
Media Companies: building loyal customers and monetizing eyeballs through targeted ad sales & cross
selling
Technology Companies:developer communities, year-round event-related communities, user groups,
partner communities, etc.
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Consumer Product/Service Companies: ongoing customer communities, product innovation, WOM
marketing
Gaming Companies: ongoing gaming communities (revenue from ad/sponsor sales or subscription fees)
Associations & Event Managers: drive higher sponsor revenues, increase attendance and maintain
momentum post-event
Social Networking at Your Organization
Social networking will be a powerful solution for your organization. Your customers turn to you for
information on the industry, but recommendations from real people are also essential to your customers.
You have a chance to put your arms around your customer community and deploy its collective wisdom
and experiences as a key part of your own value proposition. Your customers will no longer be just visitors
or eyeballs or consumers of your content, the collective wisdom of the community becomes your brandasset. Their content is now yours. Because of the rich profile data customers fill out in order to be part of
the community, you will glean powerful new data about your customers not only who they are but what
they want, need and are looking for, enabling you to better target your content and services. Social
networks are sticky places users spend an average of 18 minutes per session within the communities
that we host. Not only does that mean stronger affinity for your brand, but it represents significant new
advertising real estate that you can monetize either through sales of targeted sponsorships or online
advertising, or cross-selling and up-selling of your own products and services. And probably most
importantly, the stronger the bonds and connections to each other, the more loyal they are to you.
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Advantages of a well-networked community
Build your brandGrow loyalty
Give your customers the voice they expect and deserve
Listen better and innovate faster
Improve your products and services
Know your evangelists and partner with them
Cut marketing content, customer service costs
Create new revenue streams
Increase WOM marketing and buzz
Tap into the wisdom of your customers
Increase event attendance
Cut customer service and marketing content development costs
Differentiate your company
Reduce attrition / retain customers
Build brand loyalty, because the more connected they are to each other, the more loyal they are to you.
Leverage Software Functionality
We are a software company, so whatever we have is yours for the taking, and we have a lot. In fact,
Leverage Software offers the most robust suite of enterprise-class community and social networking
features available today.
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Overview: Match.com Meets My Space For the Enterprise
Member Profile Space: Users can add a photo and create a profile that includes both interests and purpose
Online Matchmaking: let the system help you find like-minded users (customers, company reps, etc.)
Community Visualization Tools: see like-minded customers, company reps, sponsors, partners fast
Groups and Discussions: Let users self-organize and collaborate through private and public groups
Blogs: Share your ideas through an online web log, and post comments to others and subscribe via RSS
Collaborative Space For Media File Sharing: post documents, rich media and links that can be searched
Presence, IM and Chat: Know who is online and reach out to communicate in the mode of your choice
Favorites: Tag and create a personalized group within the community of your favorite profiles
Targeted Messaging Platform: Integrated targeting engine to get the right message to the right people
Revenue-Generating Ad/Sponsor Engine: sell highly-targeted ad space to sponsors or advertisers
Integration with Analytics and Advertising Applications: Link external applications into the system template
Networking Calendar Functionality: connect, collaborate and schedule meetings face to face
Personal Home Page: Users can see My Groups, My Matches and targeted messages from you
Rating, Survey and Polling: Gather feedback to find out whats important at the moment in your community
Social Tagging: Members can mark items of interest so others may quickly find the appropriate information
Public Content Visibility: Decide how much content members can access in front of a login
Email and RSS Notifications: Get notified when people or content are added that are relevant to you
Robust Reporting: Both executive summary and drill downs on critical community metrics
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Screenshots of Client Communities
1Leverage Software, Proprietary and Confidential
Custom-Branded Communit y Home
Use Leverage
Labs WidgetBuilder and PageBuilder to bubble
up key elementsof your
communitythroughout your
existing site
We can integrate withyour reg vendor or do aproject to enable single-
sign-on
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Leverage Software, Proprietary and Confidential
Network Visualization
All filters can becustomized for each
client and can be used tonarrow a people search
View key roles (eachrole can have
different admin and
access rights)
The PeopleMap yourcommunity laid out visually,based on relevance to you
Manage yourprofile, upload
media and aphoto
Mouse over peopleto see a summary of
their bio and an
image for quickcommunity scanning
Select or deselectfields and instantlysee the PeopleMap
update
Click on any person to seetheir full profile and to sendan email of introduction or
to set up a meeting
Quick
access todiscussion
groups
Invite afriend
See when any one is online
and logged in at the same
time as you
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Profiles of Purpose & Targeted Ad/Sponsor Engine
Graphical ads can beserved up in a mass- or
targeted way, based onany profile attribute
All profiles and matching
are based on both profile
(who you are) and purpose(what/who you are seeking
to accomplish)
Send an email ofintroduction or request a
meeting directly through
the system
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Leverage Software, Proprietary and Confidential
Meeting Scheduling and ManagementRequest a meeting with someonefrom the community, add a noteand suggest a time and place
(choose from pre-set up meetinglocations or create your own)
View, manage and print yourpersonal calendar
Community administrators can seemeetings scheduled and even print
calendars for attendees
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Leverage Software, Proprietary and Confidential
Search Across People, Groups, Discussions, Files and Meetings
Keyword search acrosspeople in the community,
groups created,discussions, all files and
meetings
See relevant people,groups, discussions
broken out separately
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Leverage Software, Proprietary and Confidential
Robust Groups Discussion Tools
Users can self-organize aroundgroups that are
meaningful to them.
Groups can invite
members, uploadfiles, hold
discussions and set
up meetings.
All files and posts
can be rated byothers
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Leverage Software, Proprietary and Confidential
Viral QuickConnect Cards
With a quick cut and paste of code into their
external signature files, blogs, web sites,etc., community members become
recruiters and your community grows virally.
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17Leverage Software, Proprietary and Confidential
Emails Notify You When Matching People Join The Community
Rich Data On Customers and Their Interests on the Back End
Executive dashboard with top-line summary findings as well as
drill downs to finer and finerlevels of granularity
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Detailed Functionality List
User Profile
Every user is given a personalized profile page which includes picture, profile information, personal
description, personal interests and purpose, and group memberships.
Members may represent themselves in the community with a picture, through defined profile attributes
(customizable by client), by entering free text, and by uploading media including videos, images,
documents and any other file format.
File posting
Every user in the Leverage system has the ability to post content of any format (video, music, documents,
etc.) to their personal profile page or post files to a group they are a part of. Files and discussions can be
rated by the community.
Email messages to the community
Administrators can send email communications to the community either to members within the
community or to those who have not yet registered. Messaging can be tailored by the administrator.
Notifications
Members can choose to be notified by email when matching people join the system. Members can also get
email or RSS feeds based on subscriptions within group discussions
Features that encourage adoption
Users can receive system emails that let you know when matching people are added to the site.
By copying and pasting a snippet of code into a signature file, a blog, or any other external-facing digital
medium, a community member can display a dynamic profile card which invites others to join the
community. Turn on this feature if you would like your users to help you drive awareness and adoption.
Users can send invitations to others to join the community
People-Matching
The system will suggest relevant people matches for you via email (based on both profile and intentions).
People can also search for people interactively, through the PeopleMap, or by attribute. Leverage
Softwares matching is two-way, taking into account mutual interests, relevant areas of expertise and
common profiles. Dynamic peer visualization through AJAX-based PeopleMap
Search
The Leverage platform currently supports keyword searching across content (files names and descriptions)
and people in the system. Through one common search, members may find all of the followingrelevant
people, groups, forum posts, documents, media files, and meetings within the system.
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Presence
As people navigate through the community, the system will indicate when another community member is
online at that time.
Groups Functionality and Discussion Forums
The Leverage Community Platform includes a discussion forum system which allows users to post, reply,
search, engage in discussion, set up meetings, and rate messages. Administrators or users can set up
discussion groups and can be designated as public or private. Community members must be approved by
the group owner if they wish to gain access into a private group. In addition, groups and particular
discussion threads may be subscribed to via email or RSS.
BlogsEach member of the community may share their ideas through an online web log. Blogs are fully integrated
into the community platform, so that all posts are keyword-searchable. Community members may post
comments to any blog, or subscribe to that blog through RSS.
My Contacts
All community members may save off any member to their own personal "My Contacts" list, which provides
them with a centralized place to keep track of those community members who are particularly important to
them.
Social Tagging
Social tags provide each community member with the ability to mark items of interest so that other membermay quickly find the appropriate information. This process empowers community members to, over time,
create a living knowledgebase index of all information contained within the community.
Tag Search
Other individuals within the community may utilize those tags to quickly browse and tag search using atag cloud to quickly find the information which is most important to them.
Private Messaging
Users can communicate directly with any other member of the community. Every member in the system is
given a private in-box which is a repository for your private discussions.
Interactive Group ChatCommunity members may connect with one another in real-time, through the Interactive Group Chat
feature. For the community administrator, chat room activity reporting can support archiving.
Integrated Opinion Polls
Community administrators may solicit and understand the opinions and ideas of their community members
by creating and delivering opinion polls. Multiple polls may be activated at one time, and all data is
collected and summarized in real-time. At the community administrators discretion, poll results may now
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be shared with other members of the community, providing another item to community owners to drive
activity and increase user adoption.
Meetings Schedul ing and Calendar Management
Users can request meetings directly, suggest a time and place, and manage and view their appointments
and calendar in one central place. All meetings can be uploaded into Outlook.
Administrator can import a master calendar into the system and limit the times when people can schedule
meetings. Administrators can also do on-site printing of schedules by individual or by location in the
system.
File and Discussion Rating System
All files and discussion posts can be rated by the community
List upload to pre-populate community
Administrator can upload into the system a flat file of people to be invited into the system, and if available,
any information to pre-populate the profiles
Community Visibil ity and Search Engine Optimization
The administrators of Leverage Software systems may determine if they wish their communities to bepublic or private. If these are private, all information is hidden from external search engines and anonymousaccess. However, for those who wish to develop public communities, a number of features have beendeveloped. These include feature visibility configuration and dynamic page titles.
User Roles Management
Administrators can customize the roles they want to display within the system. Rights around participationin groups, ability to schedule meetings and ability to request introductions can all be defined by role.
Targeted sponsorship / advertising engine
Administrators can create ad units that are featured throughout the site and can include any message
(combination of image, text and link). These ad units can be used to feature anything from advertiser
content, sponsor messaging, cross-selling messages, or featured groups within the community.
These advertising units can be broadcast throughout the site for all users to see, or you can choose to
show an ad unit to only subsets of the community based on keywords within a members profile.
Community Activity Reporting (aggregate and drill downs):
Statistical overview of most profile questions, as configured by the client (including the difference between
delta between profile and interests)
Number of Logins in the past week
Number of Discussions in the past week
Number of logins by week
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Number of Meetings scheduled (and the number accepted, declined, and pending)
Number of people invited into the system
Number of registered users
Number of people who have completed the profile and also their interests
20 Most active users and their total discussions and last login date
Ability to export profile and interest data for the entire community
Detailed search and ability to export search results
Interactive search based on any three criteria within the profile (e.g. VPs of Marketing from the West
interested in CRM)
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Clients
Logos
The worlds most innovative companies are using Leverage Software to power their communities of
purpose.
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Quotes from Our Happy Clients
Our ConnectOnDemand community is an important part of the Salesforce.com strategy. Our social
networking site is keeping current customers feel a sense of loyalty and connection to us as a brand and to
each other, helping us to more quickly close prospects. The collective wisdom of the group enhances ourreputation as a CRM thought-leader. In addition, the community has become a key resource for people
with questions and problems, which helps us keep our customer support costs low. TheLeverage
Software platform has been the key to making this happen. Thank you so much, Leverage Software, for
your commitment to innovation and to our success.
Erica Kuhl, Salesforce.com
By usingLeverage Software, we have added an active social networking dimension to our offering that
bounds our communities more tightly together before, during and after events. We are successfully using
the platform to drive customer satisfaction, retention and incremental revenue.
Jon Graves, CMP Media
Case Studies
Case Study: Salesforce.com
CHALLENGES
Salesforce.com needed a way to add value to their
customer events and open communication paths
between staff, partners, customers and prospects year-
round. The new communication platform would be used
to drive the community goals for Salesforce.com while
creating a platform for helping its customers and
partners connect and get business done.
SOLUTION
Salesforce.com created ConnectOnDemand, using
Leverage Softwares platform in which customers,
partners, prospects and the Salesforceteam themselves
can connect and share best practices online.
The tool allows users to find people, files, groups and
discussions based on either their profile or business
goals, which has fostered an energetic environment to
get business done.
RESULTS
Our ConnectOnDemandcommunity is an important part of the Salesforce.com strategy. Our social networking site is keeping current customers feel a sense of loyalty and
connection to us as a brand and to each other, helping us to more quickly close prospects. The collective wisdom of the group enhances our reputation as a CRM thought-
leader . In addition, the community has become a key resource for peoplewith questions and problems, which helps us keep our customer support costs low. The Leverage
Software platform has been the key to making this happen. Thank you so much, Leverage Software, for your commitment to innovation and to our success.
Erica Kuhl, Salesforce.com
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Case Study: Microsoft
CHALLENGES
Tech-Ed is the main educational event for Microsofts
community of developers. Microsoft was looking for a way to
increase verified attendance on-site, increase the time spent
by each attendee at the event, and to continue the
momentum, learning and networking beyond the 5 days.
SOLUTION
Tech-Ed Connect, powered by Leverage Software, was the
online, social networking extension of the event so that
developers could connect before, during and after the event.
KEY INSIGHTS
The community self-organized around topics and segments
that Microsoft never could have predicted, driving insight andindicating new opportunities
By allowing the scheduling of events on campus through
Tech-Ed Connect, Microsoft was able to keep events on
campus, driving the more interactions and increasing the
energy of the event.
Microsoft created a physical meet-up space at the event
called Tech-Ed Connect lounge, which was hugely popular.
RESULTS
Percentage of invitees who registered 27%
Discussions/introductions 3,000+
Groups Created 150+
Posts to discussion topics 600+
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Case Study: InfoWorld
CHALLENGES
Infoworld.comis challenged with trying to drive its
business and grow its on-line traffic in a highly
competitive media market. Constantly fighting for ad
dollars and, hence, needing to increase traffic and pages
views, Infoworld.comsought a new and innovative
approach to drive their business goals.
SOLUTION
Infoworld.coms Exec-Connect is a highly active, ongoing
community of IT executives powered by Leverage
Software.
KEY INSIGHTS
The highly sticky user experience means increases in
duration on the site, return traffic and page views which
all drive higher advertising sales.
The ability to up sell other IDG media products in atargeted and non-intrusive manner also drives significant
upside for Infoworld.com.
RESULTS
The ability to up sell other IDG media products in a
targeted and non-intrusive manner also drives significant
upside
Nearly 3000 active, registered users, organized around
33 discussion groups.
About Us
Key Differentiators Why Leverage Software?
Thought leadership separates Leverage Software from the competition. Our mission is to enable trusted
communities with cutting edge tools that empower the user and give the intelligence to the host. Our front
end community tools are patent pending, our backend reporting and analytics are unmatched, but its our
approach that delivers measurable results.
We focus on delivering a strategic combination of unique tools in a systematic way that is customized to
each community. With Leverage youll get more than just simple discussion forums and commoditized
tools. Youll get a custom solution built to execute your community strategy and deliver an audience.
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The Team
Mike Walsh, CEO and founder
12 years of experience selling software to C-level at Global 2000
BSME WPI, MBA Columbia University 04, MBA HAAS 03
Joseph Kleinschmidt, CTO and founder
10 years experience designing, developing, and products and services
Lucent, Commonwealth Edison, and Macromedia, BA, Northwestern University
Locations & Growth
HQ, 150 South Park, San Francisco, California
20 Employees and growing
4 years in business, 100+ Clients