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2012-09-06 Cloud Intacct
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2012-09-06 Cloud Intacct

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    2012-09-06 Cloud Intacct 2012-09-06 Cloud Intacct Presentation Transcript

    • Intacct Cloud Based Accounting System Seth Zarny, Buu-Linh Tran, Jeremy Taro September 6th, 2012Thrive. Grow. Achieve.
    • • Introduction & Agenda• New Options – On Premise vs. Cloud – What is the cloud? Attributes and advantages – On Premise – Advantages – Mixed Cloud with Traditional ERP – Key Decision Points• Introduction to Inacct – Flexibility & Visibility – Multi-Everything• Demonstration – Intacct – Functions – Visibility – Flexibility – ROI• Q&A 2
    • HINT: SOMETIMES YOU NEED TO CHANGE YOUR SOFTWARE! 3
    • • Who is in the room?• Your Organization – Size – Employees – Current Accounting Solutions – Challenges• RAFFA – Seth Zarny – Glenn Anstead – Jeremy Taro – Brief Background and Qualifications 4
    • WHAT IS THE CLOUD?NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST)•Cloud computing – model for convenient, on-demand network access toshared pool of configurable computing resources (e.G., Networks, servers,storage, applications, and services). Rapidly provisioned and released withminimal management effort.[4]•Cloud computing provides computation, software, data access, and storageservices – does not require end-user knowledge of physical location andconfiguration of the system that delivers services. 5
    • CLOUD – CLAIMED KEY ATTRIBUTES•Agility – Improved Re-provisioning•Cost – Claimed To Be Reduced, CostsDistributed Over Many Users•Device & Location Independence•Multi-tenancy – Key Issue For ERP•Reliability – Multiple Redundant Sites•Security – Providers Devote More Resources•Maintenance – Upgrades Installed Centrally 6
    • ON PREMISE ATTRIBUTES•Control – In Your Environment•Integration With Organization Applications•Customization – Under Your Control•Security – Pluses & Minuses•Access – Remote Access & Controlled Users•Local Data – Data Is Accessible•Known Costs – Traditional Costs•Reputable Mature Vendors 7
    • MIXED CLOUD & TRADITIONAL VENDORS•Existing Software – Hosted In The Cloud•Mature Products – Functionality•Monthly Fees•Single Tenancy – Upgrades, Backups,Customized Attention•Integrations – Traditional•Remote Access - Citrix, Remote Desktop•Known Costs – Traditional Costs•Reputable Mature Vendors 8
    • KEY DECISION CRITERIATO CONSIDER•Functionality – Do Cloud Solutions Meet YourFunctional Needs?•Sophistication – What Level Of Customization DoYou Require•Infrastructure Support – Committed To On-premise Infrastructure, Cloud, Or Both•Costs – What Are The Realistic Costs For YourOrganization – On-premise Vs Cloud•Support – Who Is Supporting Your Users,Applications, And Infrastructure 9
    • INTRODUCTION TO INTACCTNEWER CLOUD BASED ERPSYSTEM• True Cloud Based• Local Partners• Yearly CostsSTRONG FUNCTIONALITYVERY SATISFIED CLIENT BASETARGETED TO FIRMS – IN NOPARTICULAR ORDER• Outgrowing Quickbooks• Interested in the Cloud • Multi-Company• Not For Profit • Multi-Currency• Project Oriented Firms – prof services • Multi-Organizational Rollup• Very Strong Financials • Cost Effective 10
    • INTACCT’S RELEVANT EXPERIENCEINTACCT - FINANCIALS & SERVICES –FOR PROFIT & NOT FOR PROFITHELPED HUNDREDS OF CASE EXAMPLESBUSINESSES LIKE YOURSACHIEVE A SIGNIFICANT ROI BY: • Increasing real-time visibility into your software business to deepen leadership insights • Accessible Financials, Multi- Organizational, & Services • Automating complex revenue recognition and billing • Maximizing renewal revenue with proactive and automatic renewals management “Intacct has rich functionality, great • Accelerating financial reporting and it’s tremendously consolidations and close flexible. Intacct makes us more processes productive, allowing us to strategically redeploy some of our staff – ultimately • Streamlining the capture of time saving the company more than and expenses incurred by your $100,000 annually in added salary.” services organization CEO ASP Global Services 11
    • INTRODUCING INTACCT’S CORE PILLARS OF SUCCESS SINCE WE ARE INTO FINANCIALS, LET’S DO A LITTLE MATH … Best in Class Superior YOUR (Cloud) Financials ROI SATISFACTION Deep Visibility Flexibility & Control “Get the Edge” "Youre in Charge” Leadership Insights Maximize the Adapt the PowerValue of Your Data of Our Software 12
    • BEST IN CLASS FINANCIALS Specifically designed for dynamic, small and mid-market organizations. Uniquely preferred by the AICPA No. 1 integrated financial applications for Salesforce.com Intacct highlights: ― Unmatched real-time, “deep insight” visibility ― Comprehensive financials, from core accounting to global consolidations ― Out-of-box, tailored reports and workflows ― Easy to individualize, extend and integrate to match your precise needs ― Superior integration with your existing business solutions ― Comprehensive ecosystem of partners “BUILT FOR AND BY FINANCE ― True cloud computing with world- PROFESSIONALS” class operations 13
    • DEEP VISIBILITY “GET THE EDGE” LEADERSHIP INSIGHTS•Unlock Your Business Data For PowerfulBusiness Insights•Drive Business Performance Through RichPlanning, Reporting And Analysis•Intacct Highlights: – “Get at your data real time” – role based dashboards deliver business insights tailored for all of your internal and external stakeholders – “Discover more” – easily combine financial and non- financial data into compelling, new insights • Integrate financial and operational data for ratios and KPI’s • Use 13 dimensions to capture the most detail of your business • Maintain multiple, auditable sets of books – “Synthesize Insights” – Leverage your own financial graphs, reports and analyses • Enable rich planning, reporting, and analysis at the global and logical level with ability to drill down to transactional detail right from within reports and dashboards • Manage an unlimited number of budgeting, planning, and forecasting scenarios 14
    • FLEXIBILITY AND CONTROL “YOU’RE IN CHARGE”INTACCT SOLUTIONS ADAPT TO YOUR BUSINESS NOW AND INTO THEFUTURE• Easy to get started with best practice charts of accounts, dashboards and reports• Easy to individualize, extend and integrate to match your precise needs and processes – Configure workflows – Configurable data fields, transaction definitions, invoices, and report formats• Easy to adapt and scale your business with Intacct’s “Multi-everything” architecture: – Multi-ledger delivers scalability and control for high volume / high transaction businesses – From multi-book to multi-national global business management, Intacct keeps pace with your dynamic business Intacct Multi-EverythingTM Intacc t SAP R3 Microsof tGP Fin. Force NetSuite QuickBoo ks Multi – Tenant Multi – Dimensional Multi – Scenario Multi – Ledger Multi – Currency Multi – Book Multi – Entity Multi - National 15
    • SUPERIOR ROISHIFT COST AND RISK TO INTACCTSUBSCRIPTION-BASEDPRICING MODEL – PAY ONLY Ongoing Cost ComparisonFOR WHAT YOU NEED On-Premises On-Demand•“We know we need to earn yourbusiness every year”HIGHER ROI AND FASTERPAYBACK•Save time with automated andstreamlined processes•Higher employee productivity•Real time visibility • Ongoing IT workload • Subscription fee • Fixes, Patches • Training•Anytime, anywhere access • Maintenance & upgrades: • Configuration•No IT infrastructure and on-going • Hardware • Securityoperational costs • Network • Database•No additional upgrades costs • Downtime•Continuous product innovation • Performance tuning • Rewrite customizations•Industrial-grade infrastructure withguaranteed service levels and • Rewrite integrationsoperational excellence • Upgrade dependent applications • Disaster recovery 16
    • SUCCESSFUL IMPLEMENTATIONS EASILY MIGRATING TO “CLOUD” FINANCIALSEXPERIENCED PROJECT MANAGERSAND CONSULTING SERVICES WITHDEEP INDUSTRY AND FINANCIALEXPERTISE1,000S OF SUCCESSFULIMPLEMENTATIONSESTABLISHED PROJECTMETHODOLOGY LEVERAGESINTACCT’S “BEST PRACTICES” FORACCELERATED “FASTTRACK” TIME-TO-VALUE SOLUTIONTRAINING AND SUPPORT SPEED-UPUSER ADOPTIONWELL-DEFINED TOOLS ANDTEMPLATES SIMPLIFY EFFORT WITHLITTLE DISRUPTION TO YOU Illustrative Implementation Process Excerpt• Turnkey, standardized “best practice” setup and configuration• Customized, consultative approach matches your business processes• Integration with additional systems and business processes 17
    • INDUSTRIAL-GRADE OPERATIONSTRUST US WITH YOUR FINANCIAL DATAIBM FORTUNE 100 CLASS DATA CENTERSUNGARD HOT BACKUP DATA CENTERMULTIPLE LAYERS OF SECURITY ANDENCRYPTION•Update every security patch on a nightly basisWORLD-CLASS 24X7X365 OPERATIONS• 99.992% availability for 2010• Industry leading SLA• SAS 70 Type II Audited• 3rd Party Penetration Testing• Earthquake protected• Armed guards• Biometrics systems 18
    • KEEPING YOU SATISFIEDSAAS = SOFTWARE + SERVICEOUR DEEP COMMITMENT TO CUSTOMER SATISFACTION IS INGRAINEDIN OUR PRODUCTS, OUR CULTURE, AND THE WAY WE DO BUSINESS• Our employees’ bonuses are paid on your satisfaction• 94% of our customers would recommend us to their friends• Industry leading SLA IMPLEMENTATION • Best practices to ensure success • Web-based training included POST-IMPLEMENTATION SUPPORT • US-based, dedicated Customer Success team with dedicated Services Program Manager • Deep industry and financial expertise • Close collaboration with Sales to ensure complete understanding of requirements • Best practices and post-implementation support 19
    • INTACCT – THE FASTEST GROWING CLOUDFINANCIAL MANAGEMENT SOLUTION* INTACCT HAS THE MOST AND FASTEST GROWING MOMENTUM OF ANY FIRM IN THE FINANCIAL SOFTWARE INDUSTRY • Over 800 net new customers in 2010; 4,000+ in all – ~20,000 entities using Intacct – Very high retention and minimal churn • 80% year over year growth in CQ4, 2010 in total new subscriptions • AICPA preferred financial management application • Customer and industry awards and recognition • 12 years production proven experience and continuous innovation in the cloud • Sources: 2010 Published Net New Customer Growth Data of Cloud Financial Management Solution Providers 20
    • OUR CLIENTS ARE ENJOYING TREMENDOUS SUCCESSPUBLIC COMPANIES TOP 100 CPA FIRMS 21
    • NEXT STEPSInitial Contact Discovery Buy-in & Demos Implement SupportDONE Today Next 1. Introduce 1. Review Details 1. Validate 1. Post Ourselves of Intacct scope and implementation 2. Confirm our Offering document training and Understanding of 2. Consensus project plan support CLOSURE & CONTRACT Your Needs Meetings to 2. Define final 2. Post 3. Illustrate Relevant Review Intacct requirements implementation Case Example With Your Key ‘health checks’ 3. Build to Stakeholders 4. Introduce Intacct needs 3. 24 x 7 access to 3. Live Demo(s) Intacct 5. Agree on Next 4. Test the of Relevant customer portal: Steps system Functionality User 5. Final training community, best 4. Detail Rqmts. and rollout practices, and Config. Scoping 6. “FastTrack” knowledge base for General 4. Ongoing 5. Pricing and Select product Vertical enhancements Businesses Typical Durations: 2 to 12 Weeks 22
    • APPENDIX23
    • QUESTIONS? 24