May '24 Employee Newsletter

11 1 Benchmarking at Benchmarking at Benchmarking at the Branch level the Branch level the Branch level

Allied is evaluating our performance to measure metrics of products, services, and processes against those of other organizations in our industry known to be leaders in one or more aspects to determine our success rate for continued growth.

3 3 3 Sherpa Service Sherpa Service Sherpa Service Pricing & Items Pricing & Items Pricing & Items

We are evaluating our current service pricing and looking to integrate a new module into our Sherpa platform to maintain pricing going forward.

5 5 5 Major Accounts Major Accounts Major Accounts

Strategy Strategy Strategy

Sales focus on $50K+, $100K+, leases expiring in 18months, VIP Top target accounts

2 2 2 IInfrastructure Infrastructure nfrastructure SetupSetupSetupLists & Codes only Lists & Codes only Lists & Codes only

We are actively validating and updating our items to ensure accurate measurement of our profits. Each item ties to Revenue and COGS through Inventory, Sales, Service and Equipment Codes; Item Categories and Contract Distribution Codes.

4 4 4 PPrintanista Printanista rintanista Phase two Phase two Phase two

We are completing our roll out of Printanista and are confirming setup for Supplies, Meters, Sales.

6 6 6 MPaaS MPaaS MPaaS (Managed Print (Managed Print as a Service) as a Service) as a PHASE One PHASE One PHASE One

Phase 1 will consist of outlining our business strategy and go-to-market business plan at the target/vertical level

SMART SMART SMART GOALS GOALS GOALS CHECK IN CHECK IN CHECK IN

As the second quarter unfolds, As the second quarter unfolds, it's time to assess the progress it's time to assess the progress on our "Rocks." Reflect on the on our "Rocks." Reflect on the goals you ' ve achieved and goals you ' ve achieved and pinpoint the challenges that pinpoint the challenges that have hindered others. Are the have hindered others. Are the objectives you set still relevant objectives you set still relevant and achievable with the and achievable with the resources currently at your resources currently at your disposal? Adjust timelines, disposal? Adjust timelines, modify targets, or set entirely modify targets, or set entirely new goals if the business new goals if the business landscape has shifted or landscape has shifted or personal growth necessitates personal growth necessitates a change. a change.

Use this check-in as a Use this check-in as a strategic opportunity to strategic opportunity to realign your efforts. Break realign your efforts. Break updated or new goals into updated or new goals into manageable tasks and identify manageable tasks and identify the necessary resources to the necessary resources to succeed. Establish regular succeed. Establish regular review routines to ensure you review routines to ensure you remain on track and adapt to remain on track and adapt to any new changes. By actively any new changes. By actively managing your goals, you can managing your goals, you can maintain focus and maintain focus and momentum throughout the momentum throughout the year, turning challenges into year, turning challenges into stepping stones for success. stepping stones for success.

Specific

A specific goal should answer the Ws: Who, What, Where, When, and Why. For instance, rather than saying, "I want to improve my skills," a specific goal would be, "I want to enhance my project management skills by completing an online course in the next three months "

Measurable

Measurable goals have concrete criteria for measuring progress. If your goal is to enhance client relationships, a measurable aspect could be, "I aim to increase client satisfaction ratings by 20% by the year-end."

Achievable

Goals should be realistic and attainable. While ambition is important, setting an achievable goal means assessing your current resources and constraints and planning accordingly.

Relevant

Relevance refers to focusing on something that makes sense with the broader business objectives. For instance, if a major company goal is to improve digital presence, a relevant personal goal could be to learn more about digital marketing.

Time-Bound

Every goal needs a target date, providing a deadline to focus on and something to work toward. This part of the SMART goal framework helps prevent everyday tasks from taking priority over your longer-term goals.

CUSTOMER FEEDBACK CUSTOMER FEEDBACK

YEARTODATE

5/9 5/3

SSPONSORED PONSORED EEVENTS VENTS

Denim & Diamonds Event

Allied has a table at the Annual Denim & Diamonds Event. The evening includes Live, Silent, dessert auctions, fine dining, wine and entertainment. This event is located at the Ford Idaho Center

Magical Moments Annual Gala

Allied has a table at the Magical Moments Annual Gala. This is the annual fundraising event where Big Brothers Big Sisters of SouthWest Idaho also honors their Bigs of the Year and celebrate the power of mentorship- those Little moments that lead to BIG magic.

5/20 Empire Title Annual Golf Tournament

Allied is sponsoring a hole at the Annual Empire Title Golf Tournament benefiting St Jude’s. Check out these photos from last years event!

DRESS CODE: DRESS CODE:

The warm weather has finally arrived. As we enter into the summer months, we would like to remind everyone to review the company’s dress code policy.

The key essential to the dress code is that each and every one of us represent Allied Business Solutions.

Maintaining a professional appearance is important in reflecting our company’s values and projecting a positive image to our clients and colleagues.

Casual/Dress Slack

Jeans

*No distressed, holes, patches

Chinos/Dockers/Khakis

Dress Capris

Collared Shirts

*Polo and Oxford button down

Company Logoed Polos

Dresses/Skirts/Dress Shorts

*Fingertip length

Blouses

*Professional look

Closed-toed Dress Shoes

Sandals

*Professional look are appropriate during the summer months

Boise: Sales Account Manager Supply Associate

SLC:

Sales Account Manager

Pocatello: Sales Account Manager

Spanish Fork: Office Administrator

BIRTHDAYS

ANNIVERSARIES

1

1 YEAR 1 YEAR HHAILEY AILEY RRIDING IDING

8 YEARS 8 YEARS

you’re invited!

CELEBRATE PRINT 2024

CELEBRATE WIDE FORMAT

CELEBRATE EMBELLISHMENT

CELEBRATE FINISHING

CELEBRATE WINNING WITH ALLIED!

WEDNESDAY, MAY 22

3752 W 2270 S STE B WEST VALLEY CITY, UT

ATE: ATE:

The first month of Operation Positive Yards has been very successful, with many new customers joining Allied to help expand our business. In Boise, we have two teams: one consisting of Grady, Caleb, and Tyler, and another comprising Joe, Eliza, and Andy. Mitch and Terry make up a team in Eastern Idaho, while Carrie and Kevin are teamed up in SLC. The winning team will be treated to a steak dinner and have their names engraved on our trophy.

Tyler secured the Hardware Champions Belt for April, while Grady led the company in overall revenue. Our IT department has significantly supported sales by managing IT opportunities, and we anticipate adding many more in the upcoming months. Additionally, Brent has been excelling in promoting our software solutions, such as ABBYY and MFiles.

CURRENT CYBER SECURITY AWARENESS TRAINING:

CURRENT CYBER SECURITY AWARENESS TRAINING: • Video for the month Just the Facts – Removable Media