Intacct Cloud
Based Accounting
System Seminar
Seth Zarny – Partner
Buu-Linh Tran – Senior Manager
Jeremy Taro – Account Ex...
WHAT’S ON TAP
 INTRODUCTION & AGENDA
 NEW OPTIONS - ON PREMISE V. CLOUD
What is the Cloud? Attributes, Advantages
On Pre...
DO YOU NEED THE NEW SOFTWARE?

Hint – Sometimes You Need to
Change Your Software!

3
MUTUAL INTRODUCTIONS
 WHO IS IN THE ROOM
 YOUR ORGANIZATION
•
•
•

Size – Number of Employees
Current Accounting Solutio...
WHAT IS THE CLOUD?
NATIONAL INSTITUTE OF STANDARDS AND
TECHNOLOGY (NIST)
Cloud computing - model for convenient, on-demand...
CLOUD – CLAIMED KEY ATTRIBUTES
 Agility – Improved Re-Provisioning
 Cost – Claimed to be reduced,
costs distributed over...
ON-PREMISE ATTRIBUTES

 Control – In your environment
 Integration with Organization Applications
 Customization – Unde...
MIXED CLOUD & TRADITIONAL VENDORS









Existing Software – Hosted in the Cloud
Mature Products – Functionality...
KEY DECISION CRITERIA TO CONSIDER
 Functionality – Do Cloud Solutions Meet Your Functional
Needs?
 Sophistication – What...
INTRODUCTION TO INTACCT
 Cloud Based ERP System
•
•
•
•

True Cloud Based
Software As A Service
(SAAS)
Local Partners
Yea...
INTACCT’S RELEVANT EXPERIENCE


HELPED HUNDREDS OF
BUSINESSES LIKE YOURS
ACHIEVE A SIGNIFICANT ROI BY:

Case Examples

 ...
INTRODUCING INTACCT’S CORE
PILLARS OF SUCCESS
Since we are into financials, let’s do a little math …

Best
Best in Class
(...
Best in Class Financials
 Specifically designed for dynamic,
small and mid-market organizations.
 Uniquely preferred by ...
DEEP VISIBILITY
 Unlock your business data for powerful business
insights
 Drive business performance through rich plann...
FLEXIBILITY & CONTROL

 Intacct solutions adapt to your business now and into
the future
 Easy to get started with best ...
SUPERIOR RETURN ON INVESTMENT (ROI)
 Subscription-based pricing
model - Pay only for what
you need

Ongoing Cost Comparis...
SUCCESSFUL IMPLEMENTATIONS
 Experienced project managers
and consulting services with deep
industry and financial experti...
INDUSTRIAL GRADE OPERATIONS
 IBM Fortune 100 class data center
 SunGard hot backup data center
 Multiple layers of secu...
KEEPING YOU SATISFIED
 Our deep commitment to customer satisfaction is
ingrained in our products, our culture, and the wa...
INTACCT CLIENTS ARE ENJOYING
TREMENDOUS SUCCESS
PUBLIC COMPANIES

TOP 100 CPA FIRMS

20
INTACCT SOFTWARE PRESENTATION

DEMO

21
QUESTIONS

Seth Zarny – Partner
szarny@raffa.com
301.279.6500
Buu-Linh Tran – Senior Manager
btran@raffa.com
301.279.6511
...
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2013-11-13 Cloud Based Accounting Systems

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2013-11-13 Cloud Based Accounting Systems

  1. 1. Intacct Cloud Based Accounting System Seminar Seth Zarny – Partner Buu-Linh Tran – Senior Manager Jeremy Taro – Account Executive Thrive. Grow. Achieve. November 13, 2013
  2. 2. WHAT’S ON TAP  INTRODUCTION & AGENDA  NEW OPTIONS - ON PREMISE V. CLOUD What is the Cloud? Attributes, Advantages On Premise – Advantages Mixed Cloud with Traditional ERP Key Decision Points  INTRODUCTION TO INTACCT Flexibility & Visibility Multi-Everything  DEMONSTRATION - INTACCT Functions Visibility Flexibility ROI  Q&A 2
  3. 3. DO YOU NEED THE NEW SOFTWARE? Hint – Sometimes You Need to Change Your Software! 3
  4. 4. MUTUAL INTRODUCTIONS  WHO IS IN THE ROOM  YOUR ORGANIZATION • • • Size – Number of Employees Current Accounting Solution(s) Challenges  Raffa • • • • 4 Seth Zarny Buu-Linh Tran Jeremy Taro Brief Background and Qualifications
  5. 5. WHAT IS THE CLOUD? NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) Cloud computing - model for convenient, on-demand network access to shared pool of configurable computing resources (e.g., networks, servers, storage, applications, and services). Rapidly provisioned and released with minimal management effort.[4] Cloud computing provides computation, software, data access, and storage services – does not require end-user knowledge of physical location and configuration of the system that delivers services. 5
  6. 6. CLOUD – CLAIMED KEY ATTRIBUTES  Agility – Improved Re-Provisioning  Cost – Claimed to be reduced, costs distributed 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
  7. 7. 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
  8. 8. 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
  9. 9. KEY DECISION CRITERIA TO CONSIDER  Functionality – Do Cloud Solutions Meet Your Functional Needs?  Sophistication – What level of customization do you require?  Infrastructure Support – Committed to On-Premise Infrastructure, Cloud, or Both  Costs – What are the Realistic Costs for Your Organization – On-Premise vs Cloud  Support – Who is Supporting Your Users, Applications, and Infrastructure? 9
  10. 10. INTRODUCTION TO INTACCT  Cloud Based ERP System • • • • True Cloud Based Software As A Service (SAAS) Local Partners Yearly Costs  Strong Functionality  Very Satisfied Client Base  Targeted to Firms – in no particular order • • • • • Outgrowing QuickBooks Interested in the Cloud Not For Profit Project Oriented Firms – Professional Services Very Strong Financials 10 • • • • Multi-Company Multi-Currency Multi-Organizational Rollup Cost Effective
  11. 11. INTACCT’S RELEVANT EXPERIENCE  HELPED HUNDREDS OF BUSINESSES LIKE YOURS ACHIEVE A SIGNIFICANT ROI BY: Case Examples  Increasing real-time visibility into your software business to deepen leadership insights  Accessible Financials, MultiOrganizational, & Services  Automating complex revenue recognition and billing  Maximizing renewal revenue with proactive and automatic renewals management  Accelerating financial consolidations and close processes  Streamlining the capture of time and expenses incurred by your services organization 11 “Intacct has rich functionality, great reporting and it’s tremendously flexible. Intacct makes us more productive, allowing us to strategically redeploy some of our staff – ultimately saving the company more than $100,000 annually in added salary.” CEO ASP Global Services
  12. 12. INTRODUCING INTACCT’S CORE PILLARS OF SUCCESS Since we are into financials, let’s do a little math … Best Best in Class (Cloud) Financials Superior ROI Deep Visibility Flexibility & Control “Get the Edge” Leadership Insights "You're in Charge” Maximize the Value of Your Data Adapt the Power of Our Software 12 YOUR SATISFACTION
  13. 13. 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 True cloud computing with world-class operations 13 BUILT FOR AND BY FINANCE PROFESSIONALS”
  14. 14. DEEP VISIBILITY  Unlock your business data for powerful business insights  Drive business performance through rich planning, reporting and analysis  Intacct Highlights: • “Get at Your Data Real Time” - Role-based dashboards deliver business insights tailored for all your internal and external stakeholders • “Discover More” - Easily combine financial and non-financial data into compelling, new insights   Use 13 dimensions to capture the most detail of your business  • Integrate financial and operational data for ratios and KPI’s 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 local 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
  15. 15. FLEXIBILITY & CONTROL  Intacct solutions adapt to your business now and into the future  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 dynamics business. 15
  16. 16. SUPERIOR RETURN ON INVESTMENT (ROI)  Subscription-based pricing model - Pay only for what you need Ongoing Cost Comparison − “We know we need to earn your On-Premises business every year” On-Demand  Higher ROI and faster payback − Save time with automated and streamlined processes − Higher employee productivity − Real time visibility − Anytime, anywhere access − No IT infrastructure and on-going operational costs − No additional upgrades costs − Continuous product innovation − Industrial-grade infrastructure with guaranteed service levels and operational excellence 16 • Ongoing IT workload • Fixes, Patches • Maintenance & upgrades: • Hardware • Security • Network • Database • • • • • Downtime Performance tuning Rewrite customizations Rewrite integrations Upgrade dependent applications • Disaster recovery • Subscription fee • Training • Configuration
  17. 17. SUCCESSFUL IMPLEMENTATIONS  Experienced project managers and consulting services with deep industry and financial expertise  1,000’s of successful implementations  Established project methodology leverages Intacct’s “Best Practices” for accelerated “FastTrack” time-to-value solution  Training and support speed-up user adoption  Well-defined tools and templates simplify effort with little disruption to you • • • Turnkey, standardized “best practice” setup and configuration Customized, consultative approach matches your business processes Integration with additional systems and business processes 17 Illustrative Implementation Process Excerpt
  18. 18. INDUSTRIAL GRADE OPERATIONS  IBM Fortune 100 class data center  SunGard hot backup data center  Multiple layers of security and encryption ― Update every security patch on a nightly basis  World-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
  19. 19. KEEPING YOU SATISFIED  Our deep commitment to customer satisfaction is ingrained in 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
  20. 20. INTACCT CLIENTS ARE ENJOYING TREMENDOUS SUCCESS PUBLIC COMPANIES TOP 100 CPA FIRMS 20
  21. 21. INTACCT SOFTWARE PRESENTATION DEMO 21
  22. 22. QUESTIONS Seth Zarny – Partner szarny@raffa.com 301.279.6500 Buu-Linh Tran – Senior Manager btran@raffa.com 301.279.6511 Jeremy Taro – Account Executive jtaro@raffa.com 301.279.6504 22
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