This document provides an overview of cloud accounting options and Intacct software. It discusses the advantages of the cloud, on-premise systems, and hybrid models. Key evaluation criteria for choosing a system are outlined. Intacct is introduced as a leading cloud-based financial management solution offering flexibility, reporting, automation, and data security. The presentation concludes with a demonstration of Intacct functionality and a question and answer section.

1. HOW TO SIMPLIFY
FINANCE, GRANTS, &
FINANCIAL REPORTING
WITH INTACCT
Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
FEBRUARY 25, 2016

2. Page 1
WHAT’S ON TAP
 INTRODUCTION & AGENDA
 ON-PREMISE VS. HOSTING VS. SAAS
 What is the cloud? Key advantages and attributes of the cloud
 On-Premise advantages
 Mixed cloud with traditional ERP & accounting systems
 Key evaluation criteria to consider
 INTRODUCTION TO INTACCT
 Dimensions & Flexibility
 Powerful financial reporting & dashboards
 Multi-entity, Multi-company, Multi-currency
 Business Process Automation (GL, AP, AR, T&E, Billing, etc.)
 World class data center operations
 DEMONSTRATION OF INTACCT
 Functionality
 Flexibility
 Visibility
 QUESTIONS & ANSWERS

3. Page 2
MUTUAL INTRODUCTIONS
 WHO’S IN THE ROOM?
 Your name and organization
 Size of organization
 Current accounting system
 Challenges & concerns with current system(s)
 What would your ideal accounting system look like
 RAFFA
 Seth Zarny – Partner
 Buu-Linh Tran – Manager
 Jeremy Taro – Account Executive

4. Page 3
DO YOU NEED THE NEW SOFTWARE?
Hint – Sometimes You Need to
Change Your Software!

5. Page 4
 LARGEST ACCOUNTINGS SYSTEMS PROVIDER
• We support hundreds of Nonprofit and Professional
Services organizations
• 200+ nonprofit specialists on staff at all levels
• Support over 200 Financial System Clients
• Certified System Consultants, Certified Project Management
Professionals, Business Process Consultants
 30 YEARS SERVING DC, MD & VA
 17 PARTNERS, INCLUDING 10 WOMEN PARTNERS
 WOMEN-OWNED FIRM
 MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
 BDO ALLIANCE USA INDEPENDENT MEMBER
RAFFA OVERVIEW
Raffa is nationally recognized with access to all the
resources of the largest international firms. Our mission is
to advance the nonprofit sector and be a catalyst for
positive, systemic change.
 WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• Software Development
• Managed IT Services
• Audit and Tax
• Managed Accounting
• HR Consulting
• Business Advisory
• Forensics and Litigation Support
• Employee Benefit Plans
• Search and Transition Services
 NATIONALLY RECOGNIZED:
• Top 100 Largest Accounting Firms
• Top 100 ERP VAR (Bob Scott & Accounting Today)
• Top 100 and Fastest Growing Value Added Reseller

6. Page 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.
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.

7. Page 6
CLOUD: KEY ATTRIBUTES
 AGILITY: IMPROVED RE-PROVISIONING
 COST: MEASURABLE RETURN ON INVESTMENT, COSTS DISTRIBUTED
OVER MANY USERS
 DEVICE & LOCATION INDEPENDENCE: ALL HTML5 SUPPORTED DEVICES
CAN CONNECT
 MULTI-TENANCY: KEY ISSUE FOR ERP
 RELIABILITY: MULTIPLE REDUNDANT FAILOVER SITES & SYSTEM
SECURITY
 SECURITY: PROVIDERS DEVOTE MORE RESOURCES
 MAINTENANCE: UPGRADES INSTALLED CENTRALLY  DOWNTIME
ELIMINATED

8. Page 7
ON-PREMISE: KEY ATTRIBUTES
 CONTROL – YOU MAINTAIN CONTROL IN YOUR ENVIRONMENT
 INTEGRATION WITH ORGANIZATION APPLICATIONS
 CUSTOMIZATIONS: UNDER YOUR CONTROL
 SECURITY: PLUSES & MINUSES
 ACCESS: REMOTE ACCESS & CONTROLLED USERS
 LOCAL DATA: DATA IS ACCESSIBLE
 KNOWN COSTS: TRADITIONAL COSTS (HARDWARE & SOFTWARE)
 MATURE SOFTWARE VENDORS

9. Page 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

10. Page 9
KEY EVALUATION CRITERIA
 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?

11. Page 10
INTRODUCTION TO INTACCT
 BEST IN CLASS FINANCIAL MANAGEMENT SYSTEM
• True Software-As-A-Service (SAAS)
• Local Partners
• Annual Subscription Costs
• Preferred provider of the AICPA
 STRONG FINANCIAL & ACCOUNTING FUNCTIONALITY
• Outgrowing QuickBooks
• Interested in Cloud Financials
• Nonprofit Focus
• Project Oriented Firms & Professional Services Firms
• Business Process Automation
• JE, AP, AR, Purchasing, Grants, Bank Rec
• Time & Expense
• Billing & Revenue Recognition
 VERY SATISFIED CLIENT BASE (OVER 10,500 CLIENTS)
 WORLD-CLASS DATA CENTER OPERATIONS
• 99.992% availability for 2014
• Industry leading SLA’s
• SSAE 16 Audited & PCI DSS Compliant
• Successful DCAA Audits
• Multi-Company
• Multi-Entity
• Multi-Currency
• Consolidated Financials
• Real Time Financial Visibility
• Prebuilt Financial Reports
• Dashboards

12. Page 11
SUPERIOR RETURN ON INVESTMENT (ROI)
 Subscription-based pricing model -
Pay only for what you need
“We know we need to earn your business every year”
 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
• Subscription fee
• Training
• Configuration
On-Demand
• Ongoing IT workload
• Fixes, Patches
• Maintenance & upgrades:
• Hardware
• Network
• Downtime
• Performance tuning
• Rewrite customizations
• Rewrite integrations
• Upgrade dependent applications
• Disaster recovery
On-Premises
• Security
• Database
Ongoing Cost Comparison

13. Page 12
INTACCT PARTNER ECOSYSTEM
120+ partners 75% of customers integrate with 2+ partners
 Integration & Web Services  Flexible Reporting  Unlimited Dimensions  Workflow
Automation  Intuitive & Easy to Use  Large Ecosystem of 3rd Party Software Partners

14. Page 13
SAMPLE INTACCT CLIENTS
95% Customer Satisfaction
FOUNDATION
Real
Value
10,500+
Growth Companies
Growing with
Intacct

15. Page 14
INTACCT DIMENSIONS
DIMENSIONS
Customer
Vendor
Employee
EntityDepartmentProject
Class
Item
Who?
Where?
What?
Collect key
data for
analysis

16. Page 15
INTACCT SOLUTION PRESENTATION

17. Page 16
QUESTIONS & ANSWERS
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

18. Helping Great Organizations Thrive