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COMPANY OVERVIEW Ai2's suite of software solutions was developed to help wholesale distributors increase sales, profitability and productivity. Our goal is to make the order entry process fast and easy whether it is your customer or sales representative who is responsible for creating orders. We strive to: Streamline the order taking process in the field, so sales reps increase line item penetration and are more productive Increase your ordering flexibility by providing a variety of solutions for handheld Windows computers, tablet computers, or notebooks Deliver mission critical business information to sales reps and customers when they need it most: at the point of sale Improve your communications by guaranteeing the validity of your transmitted order data, eliminating order entry errors and other time-consuming business problems We offer wireless order entry software solutions for any company with a mobile field sales force taking orders for future delivery. We excel at assisting companies in foodservice, convenience store, grocery, wine and beverage, hardware, paper, restaurant supply and other industries. If your sales force does not take regular orders, our solutions support a consultative approach and deliver updated information to assist each sales representative and improve their daily process. We work with each distributor to provide customized solutions that permit them to simplify operations and become more profitable. Our clients spend less time entering orders and more time proactively managing other aspects of their business. COMPANY HISTORY When it started in 1986, Access International, Inc. was in the business of communications protocol converters. IBM midrange computers ran in synchronous mode, and Access provided a protocol that allowed them to interface with a variety of asynchronous input devices. In 1989, a pharmaceutical supplier approached Access to develop a complex order entry system that would allow their Sales Reps in the field to send orders to their IBM midrange computer. The result was OrderTaker, a DOS-based order entry system. OrderTaker was later renamed OrderWriter® and marketed to other wholesalers with the IBM midrange computer. In 1992, Access International created the ACS, a server based on IBM's OS/2 operating system. This allowed OrderWriter® to communicate with any computer, allowing Ai2 to provide their software to wholesalers running other mainframe, midrange, and minicomputer systems. 1993 saw the release of OrderWriter® for Windows, the first commercially available order entry system to permit the use of the pen and tablet PC's that the new Windows operating system made possible. Access focused its attention on sales automation, and providing its customers with highly flexible order entry solutions that could be easily customized to the needs of any wholesaler's business model. In 1996, Access released WebWriter™, a web-based platform for customer order entry. This allowed a wholesaler to move the task of placing day-to-day restocking orders to their customers, freeing up their Sales Reps for things like increasing account penetration and opening new accounts. In 1997, Access debuted CityDesk, an in-house order entry system that couples with OrderWriter® to provide the same information to both Sales Reps and Customer Service Representatives. In 2003, Access took advantage of the developing power of handheld devices, and released POW®, a version of OrderWriter® formatted for the Pocket PC with the added ability to scan. This brought the power of OrderWriter® to a new range of customers, those working with retail stores. 2003 also saw the release of ACS for Windows server. Once again, Access International moved away from closely held back-office systems to broaden the appeal of our products. COMPANY HISTORY, CONTINUED 2008 saw a revolution at Access International. The reduced cost of handheld technology made Pocket PC's cost-effective as an order entry device for customers. Access released Hero® and ACE™, smart and simple order entry solutions designed specifically for customer order entry. Then Access debuted POET®, the integration of over twenty years of sales automation knowhow with the revolutionary features of the new Windows family of operating systems. POET® brings the flexibility that Access has always provided to its customers to the users themselves, allowing users to display information in new ways, so that they can better understand their business and provide better service to their customers. In 2009, Access International became Ai2. This more modern appellation reflects our commitment to implement the most up-to-date hardware features and software capabilities to help our customers serve their customers. Although the name has changed, the ongoing commitment to high quality, flexible, powerful, easy-to-use software remains the same. In 2010, Ai2 debuted Apollo, a business intelligence and analytics tool designed to help managers and executives track sales data. Apollo is available as an add-on to any Ai2 product. 2010 also saw the introduction of Zap-It, a module for WebWriter that allows retail customers to scan UPCs and shelf labels. Zap-It is a low-cost way to automate several hundred retailers at a time. In the first quarter of 2011, Ai2 introduced ProSel, a revolutionary new sales tool for the iPad. Keeping up with the demands of today's mobile sales force means giving them much more than order entry capability. ProSel is designed to be a complete catalog and presentation tool for any mobile sales representative. As we move into the future, Ai2 is committed to continuing to develop the most flexible and most reliable solutions for our customers and their customers. Our goal, as always, is to help you do your business better. Today our solutions are used by more than 40,000 users each day to capture more than $75 billion dollars in sales each year. CLIENTS Apparel 3D Belt, Schulenburg, TX Baking Supply CSM Bakery Products, Eagan, MN Inter-County Bakers, Inc, Lindenhurst, NY Robb Ross Foods, Fresno, CA Beauty Supply Columbia Beauty Supply, Charlotte, NC Maritime Beauty, Halifax, Nova Scotia Marshall Salon Services, Dixon, IL Peel's Salon Service, Hutchinson, KS Consumer Packaged Goods Russell Stover Candies, Kansas City, MO Contract Warehousing Law Warehouses, Inc., Nashua, NH Convenience 7-Eleven, Inc., Oklahoma City, OK Andalusia Distributing Co. Inc, Andalusia, AL Atlantic Dominion Distributors, Virginia Beach, VA Brenham Wholesale, Brenham, TX Burklund Distributors, Inc., East Peoria, IL Century Distributors, Rockville, MD Charles C. Parks, Gallatin, TN City Wholesale Grocery Co., Birmingham, AL Coastal Wholesale, Kinston, NC Colombo Distribution, Omaha, NE Consolidate Service Distributors, Inc., Union, NJ Convenient Store Services, Carthage, MO Cooper Booth, Mountville, PA Dearborn Wholesale Grocers LP, Chicago, IL DistribuQuik, Oklahoma, OK Doyle's Wholesale, Couer d'Alene, ID Douglas Companies, Inc., Texarkana, AR Eby-Brown Company, Baltimore, MD Eby-Brown Company, Eau Claire, WI Eby-Brown Company, Montgomery, IL Eby-Brown Company, Naperville, IL Eby-Brown Company, Plainfield, IN Eby-Brown Company, Rockmart, GA Eby-Brown Company, Springfield, OH Eby-Brown Company, Ypsilanti, MI Gem State Distributors, Pocatello, ID Glacier Wholesale, Kalispell, MT Gummer Wholesale, Inc., Heath, OH The H.T. Hackney Company-Athens, Athens, TN The H.T. Hackney Company-Columbia, West Columbia, SC The H.T. Hackney Company-Columbus, Gahanna, OH The H.T. Hackney Company-Covington, Covington, TN The H.T. Hackney Company-Gainesville, Gainesville, FL The H.T. Hackney Company-Glasgow, Glasgow, KY The H.T. Hackney Company-Grand Rapids, Wyoming , MI The H.T. Hackney Company-Greenville, Greenville, SC The H.T. Hackney Company-Hickory, Hickory, NC The H.T. Hackney Company-Huntsville, Huntsville, AL The H.T. Hackney Company-Indianapolis, Indianapolis, IN The H.T. Hackney Company-Johnson City, Johnson City, TN The H.T. Hackney Company-Lake City, Morrow, GA The H.T. Hackney Company-Louisville, Louisville, KY The H.T. Hackney Company-Miami, Opa Locka, FL The H.T. Hackney Company-Middlesboro, Middlesboro, KY The H.T. Hackney Company-Murphy, Murphy, NC The H.T. Hackney Company-Newton, Newton, NC The H.T. Hackney Company-Oneida, Oneida, TN The H.T. Hackney Company-Opp, Opp, AL The H.T. Hackney Company-Orangeburg, Orangeburg, SC The H.T. Hackney Company-Paducah, Paducah, KY The H.T. Hackney Company-Pensacola, Pensacola, FL The H.T. Hackney Company-Pikeville, Harold, KY The H.T. Hackney Company-Richmond, Richmond, KY The H.T. Hackney Company-Somerset, Somerset, KY The H.T. Hackney Company-Tampa, Tampa, FL The H.T. Hackney Company-Waynesville, Waynesville, NC Harbor Wholesale Foods, Lacey, WA Harbor Wholesale Foods, Roseburg, OR Harold Levinson, Farmingdale, NY Harrison Company, LLC, Conway, AR Henry's Foods, Alexandria, MN Imperial Trading, Bossier City, LA Indian Nation Wholesale, Durant, OK Indian Nation Wholesale, Lawton, OK Indian Nation Wholesale, Norman, OK J. Polep Distribution Services, Chicopee, MA Joe Smith Co., Pittsburg, KS L.J. Zucca, Vineland, NJ L.P. Shanks, Crossville, TN Master Distributors, Inc., South Bend, IN Mountain Service, S. Fallsburg, NY Myers-Cox Company, Peosta, IA Pine State Trading, Augusta, ME Quality Foods Co-Op, Lynchburg, VA R.C. Taylor, Lubbock, TX Resnick Distributors, New Brunswick, NJ Service Candy, Billings, MT Sheehan Majestic, Missoula, MT Southco Distributing, Goldsboro, NC Standard Distributing Company, Sapulpa, OK Stewart Distribution, Waycross, GA Stinker Stores, Boise, ID Superior Wholesale, Lima, OH Thomas & Howard Company, Inc., Columbia, SC Topicz, Cincinnati, OH Topicz, Maysville, KY Tripifoods, Buffalo, NY Foodservice AFI , Elizabeth, NJ Battaglia Distributing, Chicago , IL Better Brand Food Products, Inc., Watsonville, CA Ben E. Keith, Fort Worth, TX Centennial Foodservice, Calgary, AB Dairy Fresh Foods, Taylor, MI Dierks Waukesha, Waukesha, WI CLIENTS, CONTINUED Dilgard Frozen Foods, Fort Wayne, IN European Imports, Chicago, IL Evans Foodservice, Inc., Swartz Creek, MI EVCO Wholesale Food Corp., Emporia, KS F&A Food Sales, Concordia, KS Farm Boy Food Service, Evansville, IN Flanagan Foodservice Inc., Kitchener, ON Fraboni Wholesale Distributors, Inc., Hibbing, MN Graves Menu Maker Foods, Jefferson City, MO I Supply, Fairborn, OH Jake's Finer Foods, Houston, TX Krasdale, White Plains, NY Labatt, San Antonio, TX Lamm Foodservice, Lafayette, LA Lipari, Warren, MI Mackoul Distributing Inc., Jacksonville, FL Marrone's Inc., Pittsburg, KS MBM, Rocky Mount, NC Minore's Poultry & Foods, New Haven, CT Morton Wholesale, Windsor, ON Osborn Bros. Inc., Gadsden, AL Palmer Foodservice, Shelbyville, TN Performance Foodservice-Ledyard Division, Santa Cruz, CA Pippin Wholesale, Harrison, AR Shaheen Bros. Foodservice, Amesbury, MA Shamrock Food Company, Phoenix, AZ Sysco Asian Foods, St Paul, MN Tannis Food Distributors, Ottawa, ON THS Foodservice, Chattanooga, TN Thurston Foods, Inc., Wallingford, CT Tony's Fine Foods, West Sacramento, CA Troyer Foods, Goshen, IN US Foodservice-Altoona, Altoona, PA US Foodservice-Atlanta, Fairburn, GA US Foodservice-Baltimore, Severn, MD US Foodservice-Bismarck, Bismarck, GF US Foodservice-Buffalo, Buffalo, NY US Foodservice-Charlotte, Charlotte, NC US Foodservice-Columbia, Lexington, SC US Foodservice-Connecticut, Norwich, CT US Foodservice-Fort Mill, Fort Mill, SC US Foodservice-Grand Forks, Grand Forks, ND US Foodservice-Greensburg, Greensburg, PA US Foodservice-Kansas City, Lenexa, KS US Foodservice-Knoxville, Alcoa, TN US Foodservice-Las Vegas, North Las Vegas, NV US Foodservice-Los Angeles, La Mirada, CA US Foodservice-Manassas, Manassas, VA US Foodservice-Montgomery, Montgomery, AL US Foodservice-Oklahoma City, Oklahoma City, OK US Foodservice-Omaha, Omaha, NE US Foodservice-Plymouth, Plymouth, MN US Foodservice-Raleigh, Zebulon, NC US Foodservice-Reno, Reno, NV US Foodservice-Roanoke, Salem, VA US Foodservice-San Diego, Vista, CA US Foodservice-Streator, Streator, IL Upper Lakes, Cloquet, MN Vistar, Englewood, CO West Pico Foods, Inc., Vernon, CA Williams Institutional Foods, Douglas, GA Wood Fruitticher, Birmingham, AL Hardware & Nursery Amarillo Hardware Company, Amarillo, TX BWI, Nash, TX Five Star Group, East Hanover, NJ HDW, Shreveport, LA Lancaster, Spartanburg, SC Paint Sundries Solutions, Inc., Kirkland, WA The Merit Group, Spartanburg, SC Medical/Pharmaceutical Supply Betances Drogeria, Caguas, PR Paper/Janitorial/Equipment/Supply The Boelter Companies, Waukesha, WI Central Distributing, Grand Junction, CO Dacotah Paper, Fargo, ND Eastern Bag & Paper Group, Milford, CT Economical Janitorial & Paper Supplies Inc., Harahan, LA Edward Don & Company, North Riverside, IL HP Products, Indianapolis, IN Packard Wholesale, Moab, UT Perkins Paper Company, Taunton, MA Trimark United East, S. Attleboro, MA Wasserstrom, Columbus, OH Wine & Spirits The Country Vintner, Ashland, VA Fedway Associates, Inc., South Kearny, NJ Georgia Crown, McDonough, GA Saratoga Liquor Company, Superior, WI Wine Warehouse, City of Commerce, CA PA RT N E R S U C C E S S EXECUTIVE SUMMARY This study is an example of how Ai2’s solutions are used in the distribution marketplace to solve technology problems and help distributors grow their business. Through the use of Ai2’s solutions one particular organization freed themselves from the limitations of older technology and positioned themselves to capture more business. “Every salesman was wasting an hour a day. Customers didn’t use the Telxons we gave them.” “We’re always improving our technology and Ai2 is helping to prepare us for the future.” Harold Levinson Associates (HLA) is among the northeast United States’ largest convenience distributors. Based in Farmingdale, New York, the company employs 420 people, about 70 of whom are outside sales reps. A few years ago, those reps were using Telxon technology to capture and transmit orders. This posed several problems. “Every salesman was wasting an hour a day looking for a payphone or re-sending orders,” says Michael Berro, Director of Special Projects for HLA. “Some of our customers had Telxons too, but they didn’t like the fact that they couldn’t see what they were ordering.” Berro acknowledged that some of those customer Telxons sat unused in the stores. The Telxons HLA was using could not scan UPCs, so if a shelf tag was missing, the customer had to go look up the item in a big price book. This was inefficient and, as Berro put it, “If my customer is mad at my handheld, he’s mad at me.” The outdated Telxon technology affected almost every aspect of HLA’s operation. Since orders required doublechecking and human intervention, a lot of customer service time was wasted. There was also downtime in the warehouse while the staff waited for the system to process orders. HLA evaluated several software vendors to replace the Telxons with a newer solution. Berro says they chose Ai2 because “we felt comfortable with them. We knew they were willing to build to our needs instead of just giving us a standard program that couldn’t change. Ai2 was committed to giving us the exact solution we needed and that they wouldn’t stop until we were satisfied with their work.” A i 2 PA RT N E R S U C C E S S HLA decided to implement two solutions from Ai2: Pocket OrderWriter® (POW®) for their sales force and Automated Customer Entry (ACE™) for customers. Both solutions run in a Windows Mobile environment and give the user the opportunity to communicate regularly with HLA’s host computer system. Both solutions scan UPCs. Sales reps communicate via the same data network that smartphones use, while customers can send orders with the existing Internet connection in their stores. Before Ai2 Solutions Old, unreliable handheld technology Unavoidable downtime in the warehouse Technology not contributing to growth Manual management of prebook campaigns After Ai2 Deployment Salespeople save 1 hour or more per day Larger orders Fewer order entry errors Improved fill rate More efficient operations Less strain on customer service The effect on HLA’s business was swift and significant. “The orders get to the system faster, our customer service department doesn’t get overwhelmed with calls, and each of our salespeople saved an hour a day,” said Berro. What’s more, “our salespeople can see all their pre-book orders and manage them effectively.” Overseeing the distribution of manufacturer-sponsored programs is a major part of an HLA salesperson’s responsibility, and used to take more time before the deployment of POW. As for ongoing support of the software, “We’ve never had a problem linger with Ai2, which is important because we can’t afford to have our system down for very long.” Both ACE and POW are “feature-rich but still easy to use,” according to Berro. Customer order entry with ACE has led to larger orders for each customer, and a convenient approach for doing business with HLA that fosters customer loyalty. Moving ahead, Ai2 and HLA look forward to a long and profitable partnership. “Ai2 is developing a solution for our drivers that will save them time and paperwork on a daily basis,” commented Berro. The future is bright for a company that’s “always improving our technology.” Ai2 Prudential Plaza 180 N. Stetson Suite 3660 Chicago, IL 60601-4102 (800) 835-3200 TOLL FREE [email protected] www.ai2.com twitter.com/Ai2Software Find Ai2 on Facebook NEWS RELEASE 7-11 Chooses Ai2 CHICAGO – March 3, 2011 - Software developer Ai2 announced today that DistribuQuik, the distribution division for 7–Eleven, Inc. in Oklahoma City, Oklahoma, has chosen their POW® solution to automate its sales force. DistribuQuik chose Ai2 for its experience in implementing sales force automation solutions in the convenience store distribution industry and superior application functionality. DistribuQuik needed a solution to enable the sales rep to streamline the order entry process and improve productivity. POW replaces the outdated data collection devices used in the past that were unreliable and provided no information to the rep when working with the customer to generate a replacement order. Using the POW solution, the sales rep will be able create an order by scanning a bar code while also having access to important information when creating the order for the store. Information on promotional or discontinued items can be reviewed with the customer to ensure the right items are being ordered and shelves are filled with the proper mix of products consumers want to buy. In addition, the POW solution will be used to automate the product returns process. In the past, the sales rep would manually fill out a form and send it to headquarters where the information would be manually keyed into their returns system by a customer service representative. This process was time consuming, created errors, and involved too many people to process a return request. With POW, the sales rep will simply scan the UPC code on each item and print a receipt so the store manager knows exactly what items are being returned and the total amount of the credit that will be applied to their account. POW, an acronym for Pocket OrderWriter, is an application solution that can be used by any wholesale distributor with a mobile sales force. POW operates on a mobile computer using the Microsoft CE.net or Mobile operating systems. The mobile computer has a built in bar code scanner that makes the order entry process simple, fast, and error free. DistribuQuik is the full service distribution operation for 7-Eleven Stores, Inc. located in Oklahoma City, OK. This is the only independently owned 7-Eleven chain in the world. These stores are owned by the family of William C. Brown under special arrangements with the founder of the original 7-Eleven, Inc., John Thompson. Ai2 (formerly Access International) is a 25-year old software firm headquartered in downtown Chicago. Their applications are used by over 40,000 users each day to capture over 75 billion dollars in sales each year. Ai2 improves the order entry process for some of the nation’s largest distributors in foodservice, convenience store, grocery, beverage, hardware, medical, beauty and industrial supply. For more information about Ai2, visit www.ai2.com. ### NEWS RELEASE EBY-BROWN ADDS POET® TO SUITE CHICAGO - July 1, 2011 - Software development firm Ai2 announced today that Eby-Brown, a longstanding Ai2 customer, would add a notebook solution to its suite of Ai2 products. Eby-Brown currently uses POW, Ai2's handheld solution for the mobile sales force. They will soon add POET, Ai2's notebook computer solution. The company chose to add versatility for the salespeople, citing the fact that more screen space allows a salesperson to make a better presentation to a retail customer. Ai2's solutions help distributors do more than just take orders, they assist with consultative selling. "We're glad to help Eby out in this way," said Douglas Katich, CEO for Ai2. "They're a great organization that's always looking for better ways to serve their customer base." POET, an acronym for Portable Order Entry Tool, is an application for any company with a mobile sales force. POET allows a mobile sales representative to handle orders, returns, accounting information, margin management and more. POET® runs on Windows on almost any notebook or pen tablet PC. For over 100 years, Eby-Brown has been a leading convenience store supplier and wholesale food distributor of more than 11,000 name-brand products. They are the largest privately owned tobacco, candy, and convenience distributor in the United States. For more on Eby-Brown, visit the company's website. Ai2 (formerly Access International) was founded in 1986 and is headquartered in downtown Chicago. Their applications are used by over 40,000 users each day to capture over 75 billion dollars in sales each year. Ai2 improves the order entry process for some of the nation’s largest distributors in foodservice, convenience store, grocery, beverage, hardware, medical, beauty and industrial supply. For more information about Ai2, visit www.ai2.com. ### OUR CLIENTS SAY... "People are doing more with software in terms of placing orders, ensuring accuracy and managing accounts receivable. We're not over-allocating like in the Telxon days." Paul Marusek IT Director J. Polep Distributing "Each sales consultant in the field has optimal support because of OrderWriter®." Doug Adams CEO The Country Vintner "I am delighted to report POW® has met or “We no longer have to waste time on exeeded our expectations. Access [Ai2] has phones with Telxon orders. We can release enabled us to meet our business objectives." prebooks, look up items by customer history to make sure we do not miss anything and Sonny Capizzi grow our customers’ business. " IT Director Michael Berro Five Star Hardware Director, Special Projects Harold Levinson Associates "The robust functionality along with the built in flexibility allowed us to meet the needs of many different types of customers with a single software solution." "To be a leader, we need to provide our sales reps with the best tools like OrderWriter®. The OrderWriter solution is a critical tool of the Edward Don sales force." Jim Marshall President Marshall Salon Services Jim Lyman Vice President, E-Commerce Edward Don & Co. "Our competitors either had smart order "We could not be happier than we are with entry or were considering it. Ai2 helped us Ai2." go from paper to no paper in the sales reps' hands." Keith Canning Managing Partner David Lowery Pine State Trading Co. IT Director Charles C. Parks Co. More Testimonials at www.ai2.com Contact ai2 Ai2 Prudential Plaza 180 N. Stetson, Suite 3660 Chicago, IL 60601 (312) 920-9366 (800) 835-3200 US (877) 286-3804 CANADA (312) 920-9377 www.ai2.com [email protected] twitter.com/Ai2Software Ai2Software.com Find us on Facebook and YouTube: Ai2 Software