Crowdfunding Overview - MLA - Phase II by mfrank1976

Investment CrowdFunding Campaign

“Raising The Bar Through Intelligent Interactions” July 28th 2014 – August 28th 2014

Sales Deck: MLA - MyLoadAdvisor

ÂŠ MyLoadAdvisor Inc.| Phone: 1-866-229-1979 | email: michael.franklin@m-la.net

About Us â&#x20AC;&#x201C; Our team is lead my three highly accomplished individuals, each specialized within key parts of the business operations. The key parts consist of Technology, Managed Services and Strategy. Career Highlights July - 2014 Start of Investment CrowdFunding Campaign

ÂŠ MyLoadAdvisor Inc.| Phone: 1-866-229-1979 | email: michael.franklin@m-la.net

What We Currently Provide â&#x20AC;&#x201C; We have over 40+ capabilities, across a number of key areas. Our product is used by businesses to manage their operations. We are looking to add distinctive capabilities to smarten the end user applications that will be eventually connected to our platform. Financial Accounting & Financial Project Based Management Statements Accounting Accounting

Corporate Corporate Governance Governance

Multi Channel Sales & Mkt. Automation Equipment Mgmt & Maintenance

E-Commerce

Loyalty & Cashless Payments

Salesforce Management

Scheduling

Product Catalogue

Service and Post Sales Member Relationship Mgmt.

Employee Engagement HR Management

Marketing Capability Alignment

Inventory Warehouse Mgmt.

Supply Chain Management

Financial Analytics

Operational Analytics Workforce Analytics

Integrated Email & Chat

Integrated VOIP

Supplier/Partner Mgmt. Programs

Global Search

CRM Analytics

Funct. Access Restrictions

Program Restrictions Workforce Loyalty & Cashless Management Payments

UpSell/Cross Point-of-Sale Surveying Barcoding Sell Basket Hardware AnalysisFacility Access Data Management & Paperless Office Warehousing Quality & Controls Project Administration Hosted Exchange

Job Cost Accounting Hosted Sharepoint & IM

ÂŠ MyLoadAdvisor Inc.| Phone: 1-866-229-1979 | email: michael.franklin@m-la.net

Third Party Payroll Integration

Equipment Mgmt & Job Function Optimization Solutions

Traffic Network Monitoring

Encryption/VPN

Data Backup 4

What We Are Asking For – The vision is to integrate a number of interconnected platforms to enable smarter decisions by our end users. While initially focused on “health,” the capabilities could be transferrable to a number of areas.

We are currently integrated with a single third party company who provides the access controls and cashless payment capabilities. We are looking to onboard additional complimentary services to create the ultimate data repository. Analytics

Platforms

Content

Campaigns

Consumer Habits

What We Are Asking For – Our next round of financing is to deliver the 2 nd phase of our platform improvements. The aim is to provide a long-term multi industry solution for target clients while expanding our potential client base through improved functionalities. Program Name Client

Recommended Actions Recommended Actions 

Data Governance & Management



 force Series of operations to create data standards for all Increase sales resources by 60% inputs -and across channels Launch a new product develop portfolio in a key business unit  resources Development of documentation, UX standards, business with additional rules and events to ensure the process

Client benefit Client benefit 

Facilitates enhanced search capabilities, data cleanliness along with quality results from strategic business intelligence programs Provides downstream benefits to the success of many future enhancements Provides the foundation for improved product mgmt capabilities

 



Loyalty Program Framework

   

Advanced Analytics 

Enhancement of current loyalty program to include third party partners Portal and reporting enhancements Implementation of first wave of improved analytics



Integrating data from unstructured/structured sources Deployment of strategic programs to create baseline metrics Deployment of recommendation based analytics



  



Platform Enhancements and Specialized Functions

   

Portal and partner channel purchase capabilities through loyalty program Integration of platforms/protocols to facilitate analysis of variable data types Communications (internal/ external development) Mobile Ad/Network Development Testing of targeted applications for integration

    

Access to industry leading behavioural insights into consumer behaviours Reports and dashboards to provide insight into behavioural habits of their clients and potentials Improved search capabilities Improved business rules for customer experiences across channels Deployment of tools and reporting to support automated consumer recommendations First stage of personalized content Facilitate new revenue streams for clients Development of business consulting toolkits for client self-learning New revenue streams and communication channels Targeted marketing communications Self-service instructional tools based on business consulting learnings

Industry Focus: Consumer Goods, Entertainment, Banking, Recreational, Telecommunications, Life Sciences, Engineering and Construction Specialities: Technology Strategy, CRM, Statistical Analysis, Business Development, Operational Excellence, Project Management, Managed Services - Cloud, Corporate Strategy, Operating Model Design and Business Transformation © MyLoadAdvisor Inc.| Phone: 1-866-229-1979 | email: michael.franklin@m-la.net

Accomplishments – After being incorporated in 2010, we have accomplished many milestones based on the initial company strategy. After interviews with dozens of individuals, we solidified our multi-year roadmap and vision.

About Us: MyLoadAdvisor (MLA) aims to become the value leader in customized customer relationship management and enterprise resource planning solutions for small and medium businesses. Our vision is to provide innovative ways to develop new revenue streams for clients through our open-source platform.

Accomplishments: Research & Development

•

Developed program to • incorporate analytics from B2B and B2C interactions to improve business intelligence Added engineering and • construction capabilities as functional requirements

Developed the 5 major • programs along with strategy based on cultural and location norms Developed initial • customization programs

Incorporated a number of product innovations from on-the field observations and visiting vendors in Germany Developed and patented a health related patent regarding automation of health routines

•

Met with vendors to validate conceptual architecture enabling the incorporation of unstructured data to improve business intelligence capabilities Formed strategy regarding business process management integration

Managing Risk – With the competitive nature of the industry that we are in, along with the dependency of technology for our competitive advantage, a number of inherent risks have been identified.

Client Risk Identified

Description Recommended Actions 

Network Monitoring and Control

 



Company Ownership



Resources



Mitigation Client benefit

Access to company information from nonauthorized sources Physical monitoring of premises Connection to network of hardware devices not fixed to the facility



Ownership changes via hostile or non-hostile means could prompt changes to company guidelines Concepts being copied by competitors or taken by partners



Employee documentation of learning to ensure ability to transition Risk of employee leaving company after learning of technology



 



Cash Flow

Ability to reach revenue targets based on projections and targets



Strategic office location to mitigate initial wireless risks Sourcing third party monitoring and control based on standards utilized for our clients Location selection based on ownership review and physical inspection based on leading practices Legal agreements will take company ownership issues into perspective The ability to ensure legally the right to technologies The technology architecture facilities integration to be less costly than competitors, therefore strategic pricing capabilities will remain Legal requirements regarding documentation of work Hiring of contract employee to facilitate documentation Legal agreement in place regarding competitive clauses regarding where employee can work if terminated or resigns from position

Current lack of cash flow is based on limited sales professionals and processes. Dedicated resources will be placed to provide the time required

Goals â&#x20AC;&#x201C; With the competitive nature of the industry that we are in, along with the dependency of technology for our competitive advantage, a number of inherent risks have been identified.

Program costs have been grouped accordingly. The goal of our initiative is to raise $201,500 Programs

Communication

Marketing Communications & Program Development Marketing Resources

Network Infrastructure Achievement of Business Strategy

Data

Analytics

$20,000

$30,000 $25,000

Data Governance & Management Program

$8500

Loyalty Program Enhancements

$6000

Recommendation Analytics/Unstructu red Data Platform Enhancements & Specialized Functions

Program Budget

$75000

Application/Platform Integration User Experience

$37000

Portal/Data Integration for Partner Program

ÂŠ MyLoadAdvisor Inc.| Phone: 1-866-229-1979 | email: michael.franklin@m-la.net

Our Network – Our business–model is being architected to under development), Partner Program Overview The partner program (currently connect vertically integrated businesses to deliver distinct aims to virtually integrate specific elements of the operations of our clients, goods and services. selected partners and suppliers via a unified retail platform.

• Unified cashless payment system and network • Echosystem to include selected business partners relevant to the direct business or their client segment(s) • Integrated product catalogue • Advanced analytics Network



Key Milestones / Dates

Look for updates during the week as well as through the campaign duration regarding the initiative.

Campaign “Raising The Bar Through Intelligent Interactions”

Start Date: Monday, July 28st, 2014 End Date: Thursday, August 28th, 2014

Campaign Link http://igg.me/at/connected123

Feel free to forward to friends, family and venture capitalists! $201,500 is the program goal. © MyLoadAdvisor Inc.| Phone: 1-866-229-1979 | email: michael.franklin@m-la.net

© MyLoadAdvisor Inc. Phone: 1-866-229-1979 michael.franklin@m-la.net Member/Customer Relationshipemail: Management | Financial and Accounting Management | Supplier Relationship Management | Human Resource Management | Partner Relationship Management | Business Intelligence and Reporting | Retail Management Campaign Details: http://igg.me/at/connected123 Member/Customer Relationship Management | Financial and Accounting Management | Supplier Relationship Management | Human Resource Management | Partner Relationship Management | Business Intelligence and Reporting | Retail Management

12 12