- The document discusses migrating from an on-premise sales performance management (SPM) system to Callidus Cloud's on-demand SPM solution, including benefits of the migration, strategies and processes for migrating data, and costs. - Key benefits of migrating include reducing total cost of ownership, focusing internal resources on core activities, and gaining access to the latest SPM features through Callidus Cloud's software updates. - The migration process involves moving different components like data, reports, and configuration to Callidus Cloud's platforms and tools. Sample costs for migrating different amounts of data are provided. - Callidus Cloud can help minimize migration costs and risks through standardized approaches, lever

1. On-Premise to On-Demand Migration Frank Lin Director of Solution Delivery Callidus On-Demand

4. On-Demand Reduce TCO “ The Cost to manage software is four times the purchase price of the software per year ”* *Source: The End of Software – Dr. Timothy Chou Microsoft said: “the initial purchase is usually only 5% of the total cost of owning and maintaining a program” On-premise Software Acquisition 1x Maintenance Security / Privacy Performance Change Management Hardware Third Party SW Implementation Costs Upgrades (SW & HW) TCO (total cost of Ownership) 1x 4x 3x 2x On-Demand On-Premise 1-2x

10. Migration Strategy Essential What components must be migrated TrueComp Callidus Portal TrueInformation Data mart Migration Blueprint TrueComp ODS Data Data Integration Components Reporting Components TC Viewer TruePortal With/out Datamart

13. Migration Process Essential TrueComp ODS Data Migration On Demand Data Integration Mapping & Configuration On Demand Standard or Custom Report Deployment What needs to be done? TrueComp ODS Data TrueComp ODS Data Data Integration Components Data Integration Components Reporting Components Reporting Components

14. TrueComp ODS Data Migration Process Minimum Effort Script-Driven Migration Extra Effort - Migration GUI Tool TrueComp Rel. 2.x, 3x..6 TrueComp Rel. 3.7x TrueComp Rel. 4.x TrueComp Rel. 5.x Minimum Effort Extra Effort Minimum Effort

15. On-Demand Data Integration Mapping & Configuration Data Interfaces Actions Reference Data Re-map and remove customization to use standard On-Demand Integrator (ODI) R5x interfaces staging tables Transactional Data Re-map using standard On-Demand Integrator (ODI) R5x interfaces staging tables Operational Procedure and Automation Scripts Update based on Standard On-Demand operational process model

16. On-Demand Standard or Custom Report Deployment Report 2x/3x Viewer TruePortal Datamart Deploy On-Demand Standard Report Callidus Portal TrueInformation Datamart

17. How Much Does On-Demand Migration Cost? Migration Project Cost & Effort Driver TC Manager Migration Data Interfaces & Report Migration Size Number of comp plans and rules Number of data feeds and production reports Data Volume Data Volume Number of periods to be migrated and verified Number of periods to be migrated and verified Complexity Types of plan, rules and complexity Report design Customization Report logic Data interfaces, pre and post processing Data preparation and transformation

23. How Do You Get Started? Regional Account Exec or Client Services Director Customer Get Started

24. Questions