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Company Overview
August 2013
Exceptionally Talented to Empower Your Business
Meet our founder: Dave Friedman
• 25 year business career focused on marketing
integration and applied technologies
• Chief Marketing Officer for Sears Holdings
• President, Americas for Razorfish
• Associate Partner, Accenture
• Experienced organizational leader
• Led Razorfish to tenfold growth
• Created Razorfish’s global marketing
process outsourcing business
• Marketing innovator and executor
• Created a comprehensive customer
targeting capability at Sears
• Frequent speaker on marketing trends and
organization dynamics
• Runner, reader, dad
dave@emailautonomy.com
2
Marketing work falls into two decidedly different
categories creating on-going management issues.
Management Challenges
• Different interpersonal and
learning styles
• Different recruiting and
assessment criteria
• Different motivational needs
and requirements
• Different career paths and
promotion criteria
3
Social
Independent
Consistent Dynamic
Work Variability
Interpersonal
Intensity
Creation
• Insight
• Ideas
• Strategy
• Design
• Campaigns
• Analytics
Execution
• Production
• Customization
• Trafficking
• Reporting
Telemarketing
Editing
Fortunately, a million-strong work force stands ready to
perform high-quality marketing execution work.
• Many people with autism excel at delivering
Marketing Execution work.
• Exceptional attention to detail
• Affinity for repetitive work
• Obsession for quality and accuracy
• Keen math, technical, and analytical skills
• Hundreds of thousands of qualified candidates
are ready to work.
• Nearly two million people in the US
• 50,000 enter the workforce every year
• Unemployment rate exceeds 80%
4
AutonomyWorks enables this workforce to deliver high-
quality, cost-effective Marketing Execution work.
• AutonomyWorks screens, hires, trains, and
supports a team of high performing Associates.
• Our proprietary Marketing Process Execution
(MPE) model defines critical tasks and
integration points ensuring consistency and
quality.
• Our business system has been custom-built for
Marketing Execution and the unique skills of
our Associates.
• AutonomyWorks is a Social Enterprise –
delivering business value and social change.
Exceptionally Talented to Empower Your Business
5
Associates are screened and trained for specific skills
and talents.
6
• Schedule – Nine Associates working
part-time in 4-8 hour shifts
• Sourcing and Screening - Partnering with
local service providers to screen, train
and on-board
• Training and Environment – On-the-job
with classroom training in development
• Performance - Continued improvements
in productivity and quality.
• Satisfaction - Associates enjoy the work
and seek additional hours
-
2
4
6
8
10
12
14
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42
TurnTime
(CalendarDays)
AutonomyWorks accommodates multiple paths to
long-term employment.
7
Job Shadow Assessment
On-the-job
Training
Classroom
Training
Long-Term
Employment
Sources
• Schools
• DRS
• Training
programs
• Referral
Media & CampaignsResults & Learnings
Ideas and CreativeInsight and Strategy
Marketing Process Execution enables insight and
breakthrough marketing innovation.
Marketing Process Execution
Build Operate Assess
Maintain
• Resizing
• Versioning
• Comps
• Revisions
• Landing pages
• Metadata
• Tracking tags
• Price/offer
• Video search
• Trafficking
• Promotions
• Validation
• Reporting/
dashboards
• Competitive
analysis
• Testing
• Social listening
• Content updates
• Customer data
• Digital Asset
Management
• Bug fixes
• Vanity URLs
8
Case study: Building templated web-sites.
9
• 1.1 Prepare files
• 1.2 Obtain current schedule
• 1.3 Gather school information
1.0 Prepare
2.0 Build
Content
3.0 Create
AD Assist
5.0 Validate
• 2.1 Format Schedules
• 2.2 Clean-up schedule data
• 2.3 Create schedule text files
• 2.4 Enter sports/activities/
facilities
• 2.5 Prepare logo and banner
• 3.1 Create seasons
• 3.2 Finalize and validate AD
Assist
• 5.1 Confirm data
• 5.2 Confirm activity
functionality
• 5.3 Complete4.0 Create
Sites
• 4.1 Establish unique school ID
• 4.2 Create school-specific site
template
• 4.3 Update site colors
• 4.4 Populate site
Process Step: 2.3 Create Schedule Text Files
KPIs
Task Library Type
Content: Source: Name Description Content: Destination: Type:
Empty school
database
1.1.2 2.3.1 Open database
.1 Go to "O:importdata[schoolname]" 3.2.1 Systems: Navigation: Find files/apps
.2 Open "db1.mdb" 3.3.1 Systems: Workflow: Strictly linear
.3 Click "enable content" in security warning (in
yellow bar at top of screen)
1.2.1 Data: Data cleansing: Validate
completeness
.4 Select "Export" database and confirm that the
database is empty
.5 Select "Import" database and confirm that the
database is empty
3 excel
schedule files
2.2.4 2.3.2 Convert yearly schedule
files
.1 Click on "External Data" tab to open the import
box
Schedules by
season (.txt files)
3.1.3
3.3.2 Systems: Workflow: Simple branching
.2 Select "Excel File" 3.2.1 Systems: Navigation: Find files/apps
.4 Select "12-13.xls" from
"O:importdata[schoolname]"
Complete
schedule (.txt)
3.2.2 1.2.1 Data: Data cleansing: Validate
completeness
.5 Click "import" - a dialog box will open
.6 Select "Append a Copy"
.7 Click "Next"
.8 Click "Next"
.9 Click "Finish"
.10 Close box
.11 Click on "Load Exported Events" (listed under
"Queries")
.12 Click "yes"
.13 Click "yes"
.14 Open "ExportedEvents" table
Input OutputAction
• 8to18 provides athletic scheduling tools for
High Schools, Middle Schools, and
independent sports leagues.
• Athlete and parent communication occurs
through a templated, public web site.
• 8to18 currently serves over 500 schools and
is poised for significant growth in 2013.
• AutonomyWorks converts existing data and
builds the public websites.
• AutonomyWorks has documented and
reengineered the process.
• We have built over 60 school websites and
added testing, reporting, and conversion
roles.
Case Study: Data clean-up and management.
10
• Illinois Life Span is a statewide resource and
referral program for people with
developmental disabilities.
• ILS operates a database of nearly 2,000
service providers throughout the state.
• Maintaining current and accurate data is an
on-going burden.
• AutonomyWorks identifies updates based on
web databases and organization sites.
• AutonomyWorks creates and sends reports
to organizations for update and additions.
• AutonomyWorks created an application to
maintain data accuracy and manage process
flows.
Case Study: Research and data management
11
• Viewpoints offers ratings and reviews of
hundreds of thousands of products and
services.
• They were missing key pieces of data on
15,000 of their most frequently researched
products.
• The organization lacks the bandwidth to
conduct the data collection.
• AutonomyWorks accesses third party
databases and websites to find and capture
missing data items.
• AutonomyWorks created an application and
customized process to maintain data
accuracy and manage process flows.
• AutonomyWorks is exceeding client goals –
finding targeted information for more than
90% of products.
AutonomyWorks is developing relationships with
community organizations to amplify our impact.
12
• We are working with Easter Seals of Metropolitan
Chicago to develop a collaborative program.
• Our efforts will include facilities, assessment
development, training, and placement.
• LADSE is a Consortium of 16 school districts
serving 48 schools and 350 students
• LADSE is providing our initial team of Associates
and collaborating to develop in-school training
programs.
AutonomyWorks was custom-built for marketing
execution and our Associates’ capabilities.
Deliver
Environment
Work Design
Associates
• Hyperspecialize
• Standard models
• Client customized
• Productivity
supports
• Workspaces
• Paraprofessionals
• Sourcing
• Assessments
• On-boarding
• Training
Work Groups
• 10-20 Associates
• Team metrics
• Dedicated para-
professionals
Achievement
• Quality, skills, and
productivity
• Gamification
Work Flow
• Work matching
• Proprietary tool
Improve
• Measurement
• Client reporting
• Continuous
improvement
13
Client work tasks are matched to Associates based on
individual skills yielding high quality results.
14
Work is broken into skill-
based tasks …
Tasks are matched based
with capabilities …
Completed tasks create
high-quality deliverables
• 1.1 Prepare files
• 1.2 Obtain current schedule
• 1.3 Gather school information
1.0 Prepare
2.0 Build
Content
3.0 Create
AD Assist
5.0 Validate
• 2.1 Format Schedules
• 2.2 Clean-up schedule data
• 2.3 Create schedule text files
• 2.4 Enter sports/activities/
facilities
• 2.5 Prepare logo and banner
• 3.1 Create seasons
• 3.2 Finalize and validate AD
Assist
• 5.1 Confirm data
• 5.2 Confirm activity
functionality
• 5.3 Complete4.0 Create
Sites
• 4.1 Establish unique school ID
• 4.2 Create school-specific site
template
• 4.3 Update site colors
• 4.4 Populate site
• 1.1 Prepare files
• 1.2 Obtain current schedule
• 1.3 Gather school information
1.0 Prepare
2.0 Build
Content
3.0 Create
AD Assist
5.0 Validate
• 2.1 Format Schedules
• 2.2 Clean-up schedule data
• 2.3 Create schedule text files
• 2.4 Enter sports/activities/
facilities
• 2.5 Prepare logo and banner
• 3.1 Create seasons
• 3.2 Finalize and validate AD
Assist
• 5.1 Confirm data
• 5.2 Confirm activity
functionality
• 5.3 Complete4.0 Create
Sites
• 4.1 Establish unique school ID
• 4.2 Create school-specific site
template
• 4.3 Update site colors
• 4.4 Populate site
• 1.1 Prepare files
• 1.2 Obtain current schedule
• 1.3 Gather school information
1.0 Prepare
2.0 Build
Content
3.0 Create
AD Assist
5.0 Validate
• 2.1 Format Schedules
• 2.2 Clean-up schedule data
• 2.3 Create schedule text files
• 2.4 Enter sports/activities/
facilities
• 2.5 Prepare logo and banner
• 3.1 Create seasons
• 3.2 Finalize and validate AD
Assist
• 5.1 Confirm data
• 5.2 Confirm activity
functionality
• 5.3 Complete4.0 Create
Sites
• 4.1 Establish unique school ID
• 4.2 Create school-specific site
template
• 4.3 Update site colors
• 4.4 Populate site
ProprietaryMatching
AlgorithmandTools Q
A
AutonomyWorks is a social business – designed to
deliver business AND social value.
• AutonomyWorks only pursues work and clients
where our we can deliver clearly differentiated
value.
• AutonomyWorks is organized as an Illinois
Benefit Corporation – a new business model
designed for socially motivated businesses.
• AutonomyWorks is an open-source business. We
are engaging the community in building the
business and will share our knowledge with the
community.
• AutonomyWorks has contributed 20% of
ownership to the Work For Everyone Foundation
– a 501(c)3 that funds innovative approaches to
match people with disabilities with appropriate
work.
15
Exceptionally Talented to Empower Your Business
The AutonomyWorks model is organized around
discreet teams and scales to a national network.
16
• Comprised of 10-20 Associates
reporting to a supervisor
• Organized around single clients or
common types of work
• Includes a range of skill and experience
levels
Associates are organized
into work teams ….
Work teams share infrastructure
in a service center….
Service centers are
replicated nationally.
Sales Ops Finance Services Talent
2013 2014-2015 2015 and beyond
• Target size of 300 FTEs to leverage
management and shared services.
Could scale to 1,000 FTEs or beyond.
• In addition to business services, will
share OT, PT, social education
• At 300 FTEs, generates $16mm in
revenue and 15% EBITDA
• All major markets and most second tier
markets could support Service Centers
• Service Centers will coordinate efforts
to balance resources and share
knowledge
• Top 25 market s could generate annual
revenues of more than $400mm
In the first half of 2013, AutonomyWorks will complete
our pilots and move into a larger proof of concept.
Pilot
(Complete)
Prove
(3/13-7/13)
Expand
(7/13 - ?)
• Partner with 1-3 clients to
establish processes, tools, and
work models
• Approach
• Develop baseline process
• Use sample client work to
test, validate, and expand
the baseline process and
Business System
• Codify expanded process in
training, management
software, and metrics
• Establish metrics and
baseline productivity of
client teams
• Expand client relationships to
operate in their standard
workflow
• Demonstrate productivity
advantage
• Approach
• Switch to perform client
work real-time
• Modify Business System to
accommodate work
• Track productivity and
quality – develop business
case
• Accelerate client
development efforts
• Full-scale sales
• Add capabilities in response to
client demand
• Approach
• Build client development
team and hone selling
approach
• Build account management
and client on-boarding
teams
• Add Community Partners to
hire additional staff
• Open first Service Center
17

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Autonomy Works Overview 2013 08 21

  • 1. Company Overview August 2013 Exceptionally Talented to Empower Your Business
  • 2. Meet our founder: Dave Friedman • 25 year business career focused on marketing integration and applied technologies • Chief Marketing Officer for Sears Holdings • President, Americas for Razorfish • Associate Partner, Accenture • Experienced organizational leader • Led Razorfish to tenfold growth • Created Razorfish’s global marketing process outsourcing business • Marketing innovator and executor • Created a comprehensive customer targeting capability at Sears • Frequent speaker on marketing trends and organization dynamics • Runner, reader, dad dave@emailautonomy.com 2
  • 3. Marketing work falls into two decidedly different categories creating on-going management issues. Management Challenges • Different interpersonal and learning styles • Different recruiting and assessment criteria • Different motivational needs and requirements • Different career paths and promotion criteria 3 Social Independent Consistent Dynamic Work Variability Interpersonal Intensity Creation • Insight • Ideas • Strategy • Design • Campaigns • Analytics Execution • Production • Customization • Trafficking • Reporting Telemarketing Editing
  • 4. Fortunately, a million-strong work force stands ready to perform high-quality marketing execution work. • Many people with autism excel at delivering Marketing Execution work. • Exceptional attention to detail • Affinity for repetitive work • Obsession for quality and accuracy • Keen math, technical, and analytical skills • Hundreds of thousands of qualified candidates are ready to work. • Nearly two million people in the US • 50,000 enter the workforce every year • Unemployment rate exceeds 80% 4
  • 5. AutonomyWorks enables this workforce to deliver high- quality, cost-effective Marketing Execution work. • AutonomyWorks screens, hires, trains, and supports a team of high performing Associates. • Our proprietary Marketing Process Execution (MPE) model defines critical tasks and integration points ensuring consistency and quality. • Our business system has been custom-built for Marketing Execution and the unique skills of our Associates. • AutonomyWorks is a Social Enterprise – delivering business value and social change. Exceptionally Talented to Empower Your Business 5
  • 6. Associates are screened and trained for specific skills and talents. 6 • Schedule – Nine Associates working part-time in 4-8 hour shifts • Sourcing and Screening - Partnering with local service providers to screen, train and on-board • Training and Environment – On-the-job with classroom training in development • Performance - Continued improvements in productivity and quality. • Satisfaction - Associates enjoy the work and seek additional hours - 2 4 6 8 10 12 14 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 TurnTime (CalendarDays)
  • 7. AutonomyWorks accommodates multiple paths to long-term employment. 7 Job Shadow Assessment On-the-job Training Classroom Training Long-Term Employment Sources • Schools • DRS • Training programs • Referral
  • 8. Media & CampaignsResults & Learnings Ideas and CreativeInsight and Strategy Marketing Process Execution enables insight and breakthrough marketing innovation. Marketing Process Execution Build Operate Assess Maintain • Resizing • Versioning • Comps • Revisions • Landing pages • Metadata • Tracking tags • Price/offer • Video search • Trafficking • Promotions • Validation • Reporting/ dashboards • Competitive analysis • Testing • Social listening • Content updates • Customer data • Digital Asset Management • Bug fixes • Vanity URLs 8
  • 9. Case study: Building templated web-sites. 9 • 1.1 Prepare files • 1.2 Obtain current schedule • 1.3 Gather school information 1.0 Prepare 2.0 Build Content 3.0 Create AD Assist 5.0 Validate • 2.1 Format Schedules • 2.2 Clean-up schedule data • 2.3 Create schedule text files • 2.4 Enter sports/activities/ facilities • 2.5 Prepare logo and banner • 3.1 Create seasons • 3.2 Finalize and validate AD Assist • 5.1 Confirm data • 5.2 Confirm activity functionality • 5.3 Complete4.0 Create Sites • 4.1 Establish unique school ID • 4.2 Create school-specific site template • 4.3 Update site colors • 4.4 Populate site Process Step: 2.3 Create Schedule Text Files KPIs Task Library Type Content: Source: Name Description Content: Destination: Type: Empty school database 1.1.2 2.3.1 Open database .1 Go to "O:importdata[schoolname]" 3.2.1 Systems: Navigation: Find files/apps .2 Open "db1.mdb" 3.3.1 Systems: Workflow: Strictly linear .3 Click "enable content" in security warning (in yellow bar at top of screen) 1.2.1 Data: Data cleansing: Validate completeness .4 Select "Export" database and confirm that the database is empty .5 Select "Import" database and confirm that the database is empty 3 excel schedule files 2.2.4 2.3.2 Convert yearly schedule files .1 Click on "External Data" tab to open the import box Schedules by season (.txt files) 3.1.3 3.3.2 Systems: Workflow: Simple branching .2 Select "Excel File" 3.2.1 Systems: Navigation: Find files/apps .4 Select "12-13.xls" from "O:importdata[schoolname]" Complete schedule (.txt) 3.2.2 1.2.1 Data: Data cleansing: Validate completeness .5 Click "import" - a dialog box will open .6 Select "Append a Copy" .7 Click "Next" .8 Click "Next" .9 Click "Finish" .10 Close box .11 Click on "Load Exported Events" (listed under "Queries") .12 Click "yes" .13 Click "yes" .14 Open "ExportedEvents" table Input OutputAction • 8to18 provides athletic scheduling tools for High Schools, Middle Schools, and independent sports leagues. • Athlete and parent communication occurs through a templated, public web site. • 8to18 currently serves over 500 schools and is poised for significant growth in 2013. • AutonomyWorks converts existing data and builds the public websites. • AutonomyWorks has documented and reengineered the process. • We have built over 60 school websites and added testing, reporting, and conversion roles.
  • 10. Case Study: Data clean-up and management. 10 • Illinois Life Span is a statewide resource and referral program for people with developmental disabilities. • ILS operates a database of nearly 2,000 service providers throughout the state. • Maintaining current and accurate data is an on-going burden. • AutonomyWorks identifies updates based on web databases and organization sites. • AutonomyWorks creates and sends reports to organizations for update and additions. • AutonomyWorks created an application to maintain data accuracy and manage process flows.
  • 11. Case Study: Research and data management 11 • Viewpoints offers ratings and reviews of hundreds of thousands of products and services. • They were missing key pieces of data on 15,000 of their most frequently researched products. • The organization lacks the bandwidth to conduct the data collection. • AutonomyWorks accesses third party databases and websites to find and capture missing data items. • AutonomyWorks created an application and customized process to maintain data accuracy and manage process flows. • AutonomyWorks is exceeding client goals – finding targeted information for more than 90% of products.
  • 12. AutonomyWorks is developing relationships with community organizations to amplify our impact. 12 • We are working with Easter Seals of Metropolitan Chicago to develop a collaborative program. • Our efforts will include facilities, assessment development, training, and placement. • LADSE is a Consortium of 16 school districts serving 48 schools and 350 students • LADSE is providing our initial team of Associates and collaborating to develop in-school training programs.
  • 13. AutonomyWorks was custom-built for marketing execution and our Associates’ capabilities. Deliver Environment Work Design Associates • Hyperspecialize • Standard models • Client customized • Productivity supports • Workspaces • Paraprofessionals • Sourcing • Assessments • On-boarding • Training Work Groups • 10-20 Associates • Team metrics • Dedicated para- professionals Achievement • Quality, skills, and productivity • Gamification Work Flow • Work matching • Proprietary tool Improve • Measurement • Client reporting • Continuous improvement 13
  • 14. Client work tasks are matched to Associates based on individual skills yielding high quality results. 14 Work is broken into skill- based tasks … Tasks are matched based with capabilities … Completed tasks create high-quality deliverables • 1.1 Prepare files • 1.2 Obtain current schedule • 1.3 Gather school information 1.0 Prepare 2.0 Build Content 3.0 Create AD Assist 5.0 Validate • 2.1 Format Schedules • 2.2 Clean-up schedule data • 2.3 Create schedule text files • 2.4 Enter sports/activities/ facilities • 2.5 Prepare logo and banner • 3.1 Create seasons • 3.2 Finalize and validate AD Assist • 5.1 Confirm data • 5.2 Confirm activity functionality • 5.3 Complete4.0 Create Sites • 4.1 Establish unique school ID • 4.2 Create school-specific site template • 4.3 Update site colors • 4.4 Populate site • 1.1 Prepare files • 1.2 Obtain current schedule • 1.3 Gather school information 1.0 Prepare 2.0 Build Content 3.0 Create AD Assist 5.0 Validate • 2.1 Format Schedules • 2.2 Clean-up schedule data • 2.3 Create schedule text files • 2.4 Enter sports/activities/ facilities • 2.5 Prepare logo and banner • 3.1 Create seasons • 3.2 Finalize and validate AD Assist • 5.1 Confirm data • 5.2 Confirm activity functionality • 5.3 Complete4.0 Create Sites • 4.1 Establish unique school ID • 4.2 Create school-specific site template • 4.3 Update site colors • 4.4 Populate site • 1.1 Prepare files • 1.2 Obtain current schedule • 1.3 Gather school information 1.0 Prepare 2.0 Build Content 3.0 Create AD Assist 5.0 Validate • 2.1 Format Schedules • 2.2 Clean-up schedule data • 2.3 Create schedule text files • 2.4 Enter sports/activities/ facilities • 2.5 Prepare logo and banner • 3.1 Create seasons • 3.2 Finalize and validate AD Assist • 5.1 Confirm data • 5.2 Confirm activity functionality • 5.3 Complete4.0 Create Sites • 4.1 Establish unique school ID • 4.2 Create school-specific site template • 4.3 Update site colors • 4.4 Populate site ProprietaryMatching AlgorithmandTools Q A
  • 15. AutonomyWorks is a social business – designed to deliver business AND social value. • AutonomyWorks only pursues work and clients where our we can deliver clearly differentiated value. • AutonomyWorks is organized as an Illinois Benefit Corporation – a new business model designed for socially motivated businesses. • AutonomyWorks is an open-source business. We are engaging the community in building the business and will share our knowledge with the community. • AutonomyWorks has contributed 20% of ownership to the Work For Everyone Foundation – a 501(c)3 that funds innovative approaches to match people with disabilities with appropriate work. 15 Exceptionally Talented to Empower Your Business
  • 16. The AutonomyWorks model is organized around discreet teams and scales to a national network. 16 • Comprised of 10-20 Associates reporting to a supervisor • Organized around single clients or common types of work • Includes a range of skill and experience levels Associates are organized into work teams …. Work teams share infrastructure in a service center…. Service centers are replicated nationally. Sales Ops Finance Services Talent 2013 2014-2015 2015 and beyond • Target size of 300 FTEs to leverage management and shared services. Could scale to 1,000 FTEs or beyond. • In addition to business services, will share OT, PT, social education • At 300 FTEs, generates $16mm in revenue and 15% EBITDA • All major markets and most second tier markets could support Service Centers • Service Centers will coordinate efforts to balance resources and share knowledge • Top 25 market s could generate annual revenues of more than $400mm
  • 17. In the first half of 2013, AutonomyWorks will complete our pilots and move into a larger proof of concept. Pilot (Complete) Prove (3/13-7/13) Expand (7/13 - ?) • Partner with 1-3 clients to establish processes, tools, and work models • Approach • Develop baseline process • Use sample client work to test, validate, and expand the baseline process and Business System • Codify expanded process in training, management software, and metrics • Establish metrics and baseline productivity of client teams • Expand client relationships to operate in their standard workflow • Demonstrate productivity advantage • Approach • Switch to perform client work real-time • Modify Business System to accommodate work • Track productivity and quality – develop business case • Accelerate client development efforts • Full-scale sales • Add capabilities in response to client demand • Approach • Build client development team and hone selling approach • Build account management and client on-boarding teams • Add Community Partners to hire additional staff • Open first Service Center 17