Page 1 - April 18, 2023 – 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

Saba14%

Plateau7%

Oracle6%

SAP5%

GeoLearning6%

Others42%

SumTotal20%

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 14th

SumTotal only vendor to provide Best-in-Breed in learning and performance MindSolve’s 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 workingReporting learning effectiveness Identifying the right skills to hireProving 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)

PerformanceManagement

($180M)

LearningManagement

($545M)

CompensationManagement

($290M)

20%

12%

17%

25%

Web Services / Portal / Reporting and Analytics

Co

nte

nt

Man

agem

ent

Kn

ow

led

ge

Man

agem

ent

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 CaliforniaPriority 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 SolutionTransformed 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 CaliforniaCombination 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

ChallengesLarge and Diverse Target Audience – 130,000 Users Inconsistency in Program Delivery and AdministrationShortage in Current and Projected Skills for Administrative Staff

SumTotal SolutionFully Integrated Solution – Blended and Personalized LearningCreated a “Paperless System” for NCSLLearning Content Developed Centrally and Delivered to

Different LocationsProvided a Quicker Path to CertificationHigh 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