Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals 
Three Steps to Building the 
Case for...
Learning Objectives 
After attending this event you will be able to: 
• Understand the three step process for building an ...
Welcome to Proformative 
Proformative is the leading educational resource for 
corporate finance professionals. 
A resourc...
Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals 
Three Steps to Building the Case 
for...
Today’s Agenda 
• Why Cloud Financial Software 
• Building the business case: 
– Identifying ROI potential 
– Understandin...
Why Financial Managers 
Love Cloud Financial Applications 
Drive Performance 
and Growth 
 Track true financials and oper...
Lots to Do, But Many Challenges 
New standards 
and rules 
Data stored in 
multiple places 
Resource 
limitations 
Manual ...
Better Every Day 
$150,000+ 
Typical annual benefit 
<6 months 
Payback time 
250 % 
ROI 
Makes Business More Efficient 
A...
Why Financial Managers Love Intacct 
Make my business 
more efficient 
Once you’ve mastered 
day to day complexity … 
Driv...
What Our Customers 
Want to Know 
What products are driving most 
profit for our company? 
What channels and segments are ...
Three Steps to Building the Case to 
Moving to the Cloud 
Thank you for your interest in this presentation. 
View the on-d...
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Three Steps to Building the Case for Moving to the Cloud

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Thinking about moving your finances to the cloud? Or interested in assessing the potential savings and efficiencies of a cloud solution? You’ll need to make a compelling business case rooted in ROI to win the approval of stakeholders and unlock budget dollars within your organization. So, how do you accurately define ROI and create a business case that essentially sells itself?

Join us as we present a three-step process for building a metrics-based, achievable business case which clearly defines the value of a cloud-based solution. We’ll take you through the key factors that maximize returns and minimize risks, and provide simple guidelines for effectively communicating benefits—such as increased visibility and productivity, decreased IT costs, improved financial processes and reduced audit costs— to create a credible, winning justification.

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  • Let’s start with efficiency.

    Everyday you have lots to do. These core processes are the foundation for a successful financial management system for any company. You’ve got to get them done in a timely and accurate way.

    But challenges get in the way. [Discuss challenges that prospect has already identified earlier]
    New standards to implement
    Data in multiple places
    Few people on staff
    Tasks you’re still doing manually
    Exporting to spreadsheets because the system doesn’t support reporting and analytics the way you want them
    Controls…

    It’s complex and time-consuming. But Intacct can change all this.

    Let me walk through one process to show you what we mean.
  • Intacct’s impact on your day-to-day can be transformative.

    We automate all of your key financial processes, integrating seamlessly across business systems. Automation frees you form having to hire ore financial staff to keep pace with your growth, and there’s no need to staff some functions like order processing or rev rec/consolidations.

    We help you manage your business better by adapting your financial management system to your process needs and optimizing the resources dedicated to that endeavor.

    And we help you deliver audit quality reporting and timely business intelligence to those who rely on it.

    The benefits add up. Across our clients we see improvements generate significant savings and ROI in only a short period of time. This alone makes Intacct a smart investment.

    But there’s more…



  • Coming back to why financial managers love Intacct - the second big reason is we help you drive higher performance and growth…

    It’s hard to think big picture if the little stuff is getting in the way.

    With Intacct, once you’ve mastered the day to day complexity through our automation solutions, you have the time to focus on the big picture.

    We give you the tools to think long-term by having key metrics at your fingertips and knowing what to do about them.

    Let me show you how.
  • Today’s financial managers and CFOs are a key partner in guiding the strategic direction of their company.

    They do more than track results and highlight issues. They are called upon to answer bigger questions facing management and the board.

    What our customers really want to know is…

    Answering those questions often comes down to understanding the dynamics of the performance metrics unique to your business – such as spend, sales profitability, DSOs and cash flow trends.

    Intacct provides you with a deeper understanding of your business and the new ways you want to see your business than any other system.


  • Three Steps to Building the Case for Moving to the Cloud

    1. 1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals Three Steps to Building the Case for Moving to the Cloud
    2. 2. Learning Objectives After attending this event you will be able to: • Understand the three step process for building an effective business case • Learn how to calculate key financial metrics, such as ROI and payback period • Understand the five key ROI factors that maximize returns and minimize risk • Hear real-life case studies from companies who moved to the cloud
    3. 3. Welcome to Proformative Proformative is the leading educational resource for corporate finance professionals. A resource where corporate finance and related professionals advance in their careers through: • Uniquely valuable, online peer network • On demand courses taught by peers and SMEs • Valuable Features and Resources Check it out at www.proformative.com
    4. 4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals Three Steps to Building the Case for Moving to the Cloud Vijay Ramakrishnan, Director of Cloud Solutions, Intacct
    5. 5. Today’s Agenda • Why Cloud Financial Software • Building the business case: – Identifying ROI potential – Understanding the metrics – Evaluating project costs – Assessing direct benefits – Estimating indirect benefits • Correction factors – Delivering the business case • Questions • Summary and additional resources
    6. 6. Why Financial Managers Love Cloud Financial Applications Drive Performance and Growth  Track true financials and operations  Visibility for planning/strategy  Flexibility as needs change Managing for Long-term Makes Business More Efficient  Process automation  Oversight and controls  Accuracy and compliance Better Every Day With Cloud Applications, You Can Do Both
    7. 7. Lots to Do, But Many Challenges New standards and rules Data stored in multiple places Resource limitations Manual processes Dependence on spreadsheets Oversight/ controls Core Processes  Order-to-cash  Procure-to-pay  T&E Management  Period Close  Consolidations  Reporting and Analysis
    8. 8. Better Every Day $150,000+ Typical annual benefit <6 months Payback time 250 % ROI Makes Business More Efficient Automate  All financial processes  With seamless integration across business systems Manage  Adapt to the way your business changes  Optimize financial resources Deliver  Audit quality processes and financial reporting  Accurate and timely financial and business intelligence
    9. 9. Why Financial Managers Love Intacct Make my business more efficient Once you’ve mastered day to day complexity … Drive performance and growth … you can think long-term
    10. 10. What Our Customers Want to Know What products are driving most profit for our company? What channels and segments are high performing? Will our cost structure support our growth? How can we manage purchasing spend to boost profitability? Key Performance Metrics Purchasing Spend Sales Profitability DSO Cash Flow Analysis Answering Bigger Questions
    11. 11. Three Steps to Building the Case to Moving to the Cloud Thank you for your interest in this presentation. View the on-demand webinar or download the full presentation at: www.Proformative.com
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