UCN-Hosted Call Center

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About UCN

By combining our affordable by-the-month pricing model, with our flexible application development environment, UCN is able to deliver enterprise-class contact center productivity to any size business.

At-A-Glance

Legal Name: UCN, Inc. ( NASDAQ: UCNN)

(For current financial information on the company, please visit  www.ucn.net/investors)

Incorporated: 1997
Productivity Products: inContact application suite
Echo service improvement solution
Employees: Approx. 300
Our People: Management Biographies
Board of Directors Biographies
Customers Served: 80,000+ (individuals and businesses)
Tariff Information: Tariff Documents PSP Audit: UCN System Audit Report
UCN Officer Certification
Market Focus:
  • Any contact handling operation – customer service/support, order entry/direct response, reservations, most any inbound contact handling department or operation
  • Connectivity options that enable UCN to connect our customers into our hosted inContact application centers

Company Overview

UCN, Inc. (NASDAQ: UCNN) began in 1997 as a reseller of telecommunication services. After a series of strategic acquisitions commencing in 2002, UCN emerged in 2004 with a new product approach that combines an innovative national voice over IP (VoIP) network with hosted, proprietary software applications for contact handling/contact management requirements. The company is changing the way mission critical applications are delivered and priced for the contact handling marketplace. Typically inContact applications are used by customer service, customer support, order entry, direct response, reservations, or most any department that is seeking a more effective set of tools to manage its inbound call or contact activity.

The inContact® product suite delivers core features and functions on a per seat basis, with the ability to scale capacity up or down as business fluctuates. Because we own the network and the applications that run within the network, we are able to service the market with price-acceptable solutions that improve rep productivity, customer service quality and operational efficiency.

The product suite was expanded in Q1 ‘07 with the acquisition of two product lines. The Echo product, when combined with the inContact automated survey tool, provides backend analytics for tracking and trending customer satisfaction scores at the rep, team and center level. In addition, the Echo system presents each survey, as well as overall scoring/trending information, to the rep who handled the call. Research has proven that direct customer feedback is a far more effective means for changing rep behavior than feedback sessions with quality monitors.

The new Workforce Management (WFM) product, when combined with inContact/ACD, provides an integrated forecasting, scheduling, adherence tracking and notification system. Reps, no matter where they sit, now have a more interactive system for making their work-time preferences known to their supervisors. Research has proven that the more control a contact center worker has over his or her schedule, the more satisfied they are with their job. Taken together, inContact, Echo and WFM create an off-premise, integrated all-in-one solution for any operation seeking to support a distributed workforce – either at-home workers or workers located at multiple sites.

Today, the contact handling market space is a $28.7B (estimated US), fragmented market segment, served by multiple vendors offering prohibitively expensive on site hardware/software solutions that require significant up front investments to purchase and significant technical expertise to integrate and operate over the life of the equipment. While these on-site or customer premises equipment (CPE) solutions dramatically improve agent productivity, only a small segment (approximately 10%) of all US-based contact handling operations – typically those with 200 or more rep seats - can afford to implement these solutions. As a result, the middle 90% of this market is under-served and in need of an affordable path to productivity providing features and functions.

UCN has the right products and the right business model to be successful in the contact handling market right now. No other vendor has bundled a national IP network with productivity and quality enhancing application solutions under a market disruptive pricing model.

Management Team

Theodore Stern, Chairman of the Board - Mr. Stern was Senior Executive Vice President and member of the Board of Directors of Westinghouse Electric Corporation. The revenues of businesses reporting to Mr. Stern totaled over $3 billion; the number of employees totaled over 50,000. After retiring from Westinghouse Electric, Mr. Stern served as Vice Chairman of the Board of Superconductivity, Inc., a small technology company located in Madison, WI. He is currently on the board of directors of Distributed Energy Systems Corporation, a manufacturer of renewable generation systems located in Wallingford, CT. He holds a Bachelor of Mechanical Engineering from the Pratt Institute and a Master of Science degree in Theoretical Mathematics from New York University. Mr. Stern is a member of the National Academy of Engineering.

Paul Jarman, CEO - Mr. Jarman is one of the original founders of Buyers United, now UCN. Previously, Mr. Jarman was an executive with HealthRider, Inc. As Director of Retail Operations, he managed 250 retail locations and over 1,100 employees, generating $95 million in annual sales. In a prior position with HealthRider, he was responsible for new product development in the exercise, massage, and nutritional categories. He earned a Bachelor of Science degree in Accounting from the University of Utah and is a Certified Public Accountant.

Brian Moroney, EVP and CFO - Mr. Moroney’s experience includes his position as CFO and general manager with Utah’s largest, privately owned, public water utility, where he was responsible for all financial, accounting and regulatory issues. He served as Director of Operations for Diagnostic Product Corp., a publicly traded company on the NYSE. Prior to UCN, Mr. Moroney was founder and principal of Sherwood Associates, a finance and management consulting company, where he worked on a number of long-term engagements for clients that ranged from hi-tech startups to multi-site, retail companies. During his career, Mr. Moroney has had extensive experience with investors, raising over $300 million in financings as a principal, as a lender and as an investment banker with several national and international financial institutions including Wells Fargo and GATX Capital Corporation. He earned an MBA from Harvard Business School.

Scott Welch, EVP and COO - Mr. Welch has fifteen years of IT experience in the telecommunications industry. He has eight years of experience developing Enhanced 800 applications in the SS7 environment. He served as Vice President of Information Technology at Access Long Distance, Vice President of Application Development at McLeodUSA, and Director of Information Technology at Mpower Communications. Mr. Welch received his Bachelor of Science degree in Computer Science from Utah Valley State College.

Patricia Folts, Chief Administration Officer - For over 18 years Ms. Folts has held various human resource leadership positions for companies including Praxair, Ascension Health and Vanguard Health. In her current role as UCN’s CAO, she oversees Human Resources, Corporate and Customer Training, Fraud, Fulfillment, and all administrative professionals. Ms. Folts holds a Masters in human resources from Kennedy Western University and academic certificates from Cornell University in human resources and mutual gains negotiations. She earned a Bachelors of Science in psychology from State University of New York at Buffalo.

Rodolfo Vidal, EVP and Chief Customer Officer - Passionate about customer satisfaction, Mr. Vidal has focused his career creating a holistic, hands-on understanding of today’s corporate and business environments. Mr. Vidal oversees the strategy, product, marketing and service for UCN’s inContact® product suite and is characterized by his ability to formulate winning strategies and implementations across the enterprise. Previously, during a 25-year career at Panasonic Corporation of America, Mr. Vidal served as director of extreme customer service (XCS), where he developed a corporate-wide initiative to address the challenge of differentiation in a commoditized market. Vidal’s solution sets provide a systematic approach to developing brand differentiation and loyalty, quantifying the relationship between customer satisfaction and incremental revenue, and creating clear competitive advantage through the creation of a self-sustainable customer centric corporate culture. Mr. Vidal has been instrumental in such areas as: engineering and quality control, systems design, strategic corporate planning, sales and marketing and customer service. As head of Strategic Planning, he was responsible for corporate reorganizations, brand realignment strategies, culture management plans and more. Mr. Vidal’s strategic, management and leadership abilities have resulted in a reputation as a change agent gaining management support and enthusiasm required for success. Mr. Vidal graduated Cum Laude from Kean University in New Jersey with a Bachelor of Science in Computer Science. He earned an AASS in Electronics Engineering from Middlesex County College in Edison, New Jersey.

Frank Maylett, EVP of Sales - Mr. Maylett spent two years responsible for the Americas Software Sales Organization at Brocade, the industry leader in storage area networking. Building the new sales organization from the ground up, the Brocade Files Business Unit pioneered software solutions to help enterprise customers manage their Windows file growth. Previous to this assignment, he served for three years as the Brocade Global Sales Manager responsible for the worldwide IBM sales teams and consistently exceeded revenue targets greater than $120 million. Prior to Brocade, Mr. Maylett served as the Vice President of Central Area Sales for Kabira Technologies, providing high performance processing software to the telecom industry. Previous to Kabira Technologies, he served as Vice President of World Wide Sales at ReleaseNow leading a worldwide team of sales and sales support executives. Under his management, sales grew from $9 million to $26 million in eighteen months. Before ReleaseNow, Mr. Maylett served as the Business Unit Executive at IBM, where he was instrumental in growing the enterprise storage software product, ADSM (AdStar Distributed Storage Manager), from $14 million to over $60 million in revenue within three years. ADSM became a major IBM software product and was transferred into the Tivoli Systems product group in 1999, becoming TSM (Tivoli Storage Manager). In his career, Mr. Maylett has held many other executive sales and management positions including NOVELL, WordPerfect and CDI. Mr. Maylett holds a B.S. in business from The University of Phoenix and is fluent in Spanish.

J. Andrew Judkins (Drew), Vice President, Market Strategy - Mr. Judkins has 15 years experience working with call centers. He was founder and CEO of ScheduleQ, LLC, the first provider of hosted multi-tenant workforce management. Mr. Judkins was also co-founder and CEO of MyACD Inc, a provider of on-demand call center ACD and IVR software. Additionally, Mr. Judkins was a co-founder and principle of a startup company, Cumulus Information Services. He earned a Bachelor of Science degree in Computer Science and Business from the University of Utah.

Mike Perry, Vice President, Network Planning & Telecom Services - Mr. Perry has over 11 years of Telecommunications experience and 15 years of management tenure. Prior to UCN, Mr. Perry held a variety of leadership positions in the telecommunications industry including Sales, Technical Operations, Service Delivery, Product Development, and Global Account Management for Access Long Distance and McLeodUSA. He earned his Bachelor of Science degree in Business Management from Brigham Young University, and then graduated with honors with an MBA from Utah State University.

Board of Directors

Theodore Stern, Chairman of the Board - Mr. Stern was Senior Executive Vice President and member of the Board of Directors of Westinghouse Electric Corporation. The revenues of businesses reporting to Mr. Stern totaled over $3 billion; the number of employees totaled over 50,000. After retiring from Westinghouse Electric, Mr. Stern served as Vice Chairman of the Board of Superconductivity, Inc., a small technology company located in Madison, WI. He is currently on the board of directors of Distributed Energy Systems Corporation, a manufacturer of renewable generation systems located in Wallingford, CT. He holds a Bachelor of Mechanical Engineering from the Pratt Institute and a Master of Science degree in Theoretical Mathematics from New York University. Mr. Stern is a member of the National Academy of Engineering.

Paul Jarman, CEO - Mr. Jarman is one of the original founders of Buyers United, now UCN. Previously, Mr. Jarman was an executive with HealthRider, Inc. As Director of Retail Operations, he managed 250 retail locations and over 1,100 employees, generating $95 million in annual sales. In a prior position with HealthRider, he was responsible for new product development in the exercise, massage, and nutritional categories. He earned a Bachelor of Science degree in Accounting from the University of Utah and is a Certified Public Accountant.

Steve Barnett, Director - Mr. Barnett has spent the past 27 years as a principal and CEO of eight companies having annual revenues as high as $75 million and ranging from manufacturing and distribution to financial and management services. In 1970, he co-founded an equipment leasing company specializing in hospitals and healthcare facilities. Subsequently, he co-founded an international, turnkey, hospital equipment company, focused on the Latin America market. He served as CEO for both companies until 1986. Mr. Barnett graduated from Carleton College with a Bachelor of Science degree and from the University of Chicago Law School with a Doctor of Jurisprudence degree. He practiced law in Chicago for five years.

Blake O. Fisher, Jr, Director. - Mr. Fisher, age 60, has been providing management and financial consulting to the telecommunications and utility industries since May 2002, including financial consulting to the USDA on Rural Utilities Service’s broadband program. From May 2004 to the present he has served as chief financial officer for Fiber Utilities of Iowa, an entity that provides operation and construction services to municipal utilities. From May 2002 to May 2004 he was retired from business activities. From February 1996 to May 2002, he held senior management positions with McLeodUSA, a telecommunications provider, initially as Chief Financial Officer, then President of the company’s Western region and as Chief Development Officer.

Paul F. Koeppe, Director - Mr. Koeppe, age 54, is currently a director of Distributed Energy Systems Corp., a public company engaged in the business of creating and delivering products and services to the energy marketplace. He has served in this role since the acquisition of Northern Power Systems in December, 2003. He had been a director of Northern Power since 1998. Prior to his retirement in 2001, Mr. Koeppe was Executive Vice President of American Superconductor, an electricity solutions company, which had acquired Superconductivity, Inc. in 1997, a manufacturer of superconducting magnetic energy storage systems, which he founded and served as President. From 1993 to 1995, Mr. Koeppe was acting CEO and Chairman of the Executive Committee of the Board of Directors of Best Power, Inc., a supplier of uninterruptible power supply packages.