Join the Raffa Technology team as they provide you with a review of the leading mid-market accounting software and update you on the latest technology trends and software enhancements. They will walk you through best practices for evaluating software while providing you with an overview of leading solutions (Intacct, Microsoft Dynamics GP, Microsoft Dynamics SL and Microsoft D365). This is one of their popular sessions and are well attended by industry executives in Nonprofits and Professional Services firms.

1. Thrive. Grow. Achieve.
ERP & Accounting
Systems Comparison
Seminar
April 25, 2017

2. WHAT’S ON TAP
 MUTUAL INTRODUCTIONS
 WHAT TO CONSIDER WHEN SELECTING ACCOUNTING
SOFTWARE
 EFFECTIVE ACCOUNTING SYSTEM IMPLEMENTATIONS
 REVIEW OF TOP ACCOUNTING SOFTWARE
 SOFTWARE DEMONSTRATIONS
• Intacct
• Microsoft Dynamics SL
• Microsoft Dynamics GP
• Microsoft Dynamics 365
 QUESTIONS
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3. RAFFA OVERVIEW
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 LARGE ACCOUNTING, CONSULTING &
TECHNOLOGY CONSULTING FIRM
• Serve thousands of clients in DC/MD/VA
• 300+ specialists on staff at all levels
• Support over 250 Financial System Clients
• Certified System Consultants, Certified Project
Management Professionals, Business Process Consultants
 32 YEARS SERVING THE NON PROFIT COMMUNITY
 17 PARTNERS, INCLUDING 11 WOMEN PARTNERS
 WOMEN-OWNED FIRM
 MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
 PRIMEGLOBAL ALLIANCE MEMBER
Raffa is nationally recognized with access to all the resources of
the largest international firms. We contribute to our clients’
abilities to achieve their missions and deliver promises to the
world.

4. RAFFA OVERVIEW
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 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
Our mission is to be a catalyst for positive
systemic change in our community.

5. DO YOU NEED THE NEW SOFTWARE?
HINT – SOMETIMES YOU NEED TO CHANGE YOUR SOFTWARE!
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6. ACCOUNTING SYSTEM LIFE CYCLE
 1 TO 2 YEARS OLD - INFANCY
• Limited features, missing modules
• Bugs
 3 TO 4 YEARS OLD - CHILDHOOD
• Young product
• 3rd party modules, bugs, early developer team
 5 TO 6 YEARS OLD – ADOLESCENCE
• Move to next technical version
• Product Performance
• Modules with different strength
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7. ACCOUNTING SYSTEM LIFE CYCLE
 7 TO 11 YEARS OLD - MATURITY
• Maturity and Respect
• Vertical focuses
• Advanced features and capabilities
• Strong Channel
 12 TO 15 YEARS – OLD AGE
• Technology is Achilles heel
• Legacy functions
• Client base not technical leaders
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8. STEPS FOR EVALUATING & SELECTING
 DECISION MAKING TEAM
 BUDGET
 TIME SCHEDULE
 SOLVING CURRENT SYSTEM PROBLEMS &
IDENTIFYING KEY REQUIREMENTS
 SOFTWARE EVALUATIONS
 PARTNER TRUST
 IT STAFF INVOLVEMENT
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9. STEPS FOR EVALUATING & SELECTING
 REVIEW POTENTIAL SOLUTIONS
 ELIMINATE OBVIOUS POOR CHOICES
• Potential List of 2 or 3 products at most
 AVOID ANALYSIS/PARALYSIS
• Evaluate Product Match to your Requirements
 PRODUCT FEATURES
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10. STEPS FOR EVALUATING & SELECTING
 ANALYZE REQUIREMENTS AGAINST FEATURES
 IDENTIFY APPROPRIATE RESELLERS
 PRODUCT DEMONSTRATIONS
 PROPOSAL REVIEW
 REFERENCES
 DECISION
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11. 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
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12. CLOUD – KEY ATTRIBUTES
 AGILITY – IMPROVED RE-PROVISIONING
 COST – ROI & TCO
 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
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13. ON PREMISE – KEY 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
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14. MIXED CLOUD & ON-PREMISE SOLUTIONS
 EXISTING SOFTWARE – HOSTED IN THE CLOUD
 MATURE PRODUCTS – FUNCTIONALITY
 MONTHLY FEES, ANNUAL FEES, MAINTENANCE FEES
 SINGLE TENANCY – UPGRADES, BACKUPS,
CUSTOMIZED ATTENTION
 INTEGRATIONS – TRADITIONAL
 REMOTE ACCESS - CITRIX, REMOTE DESKTOP
 KNOWN COSTS – TRADITIONAL COSTS
 REPUTABLE MATURE VENDORS
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15. SUMMARY OF DYNAMICS GP 2016
 POWERFUL, POPULAR FINANCIAL SYSTEM THAT
TARGETS HORIZONTAL & VERTICAL MARKETS – SMB
 WEB BASED FEATURES
 STRONG USER PRODUCTIVITY FEATURES
 FLEXIBLE REPORTING
 POWERFUL BUSINESS INTELLIGENCE
 INDUSTRY LEADER
 MATURITY (GREAT PLAINS HIT MARKET IN THE 80’S)
 INTEGRATION WITH EXTERNAL SYSTEMS
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16. SUMMARY OF DYNAMICS GP 2016
 KEY FEATURES INCLUDE
• Personalized Role Pages
• Integrated with Microsoft Office
• Web Solution
• Business Intelligence – Analysis Cubes & Power BI
• Business Process Automation – Enhanced Workflow
• Increased Internal Controls
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17. SUMMARY OF DYNAMICS SL 2015
 POWERFUL, POPULAR FINANCIAL SYSTEM THAT
TARGETS HORIZONTAL & VERTICAL MARKETS – SMB
 MATURE PRODUCT WITH HIGH MICROSOFT
INVESTMENT
 POWERFUL USER INTERFACE WITH USER ROLES
 EASILY INTEGRATE WITH EXTERNAL SYSTEMS
 POWERFUL CHART OF ACCOUNT SEGMENTATION
 INDUSTRY LEADER IN PROJECT MGMT & PROJECT
ACCOUNTING
 PROFESSIONAL SERVICES ORGANIZATIONS, GOVT
CONTRACTING, GRANTS & PROGRAM MANAGEMENT
 WEB BASED CAPABILITIES
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18. SUMMARY OF DYNAMICS SL 2015
 KEY FEATURES INCLUDE
• Integrated with Microsoft Office
• Web access for remote users
• Web based Business Intelligence, Dashboards
• Web Requisitions - Front-end to Purchasing Module
• Automates the Procurement Process
• Powerful Project Costing
• Improved Efficiency
• Increased Internal Controls
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19. SUMMARY OF D365 FOR FINANCIALS
 END-TO-END APPLICATION IN THE CLOUD
 START WITH WHAT YOU NEED AND GROW
 EMPOWER EMPLOYEES WITH TOOLS WHERE THEY
NEED THEM
 OPTIMAL OUTCOMES WITH INTELLIGENCE
IMBEDDED IN PROCESSES
 ADAPT IN REAL-TIME WITH FLEXIBLE AND
EXTENSIBLE APPLICATIONS
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20. SUMMARY OF D365 FOR FINANCIALS
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21. SUMMARY OF D365 FOR FINANCIALS
 KEY FEATURES INCLUDE
• Financial Management
• Inventory Management
• Sales
• Purchasing
• Project Management
• Additional Capabilities
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22. SUMMARY OF INTACCT
 CLOUD BASED ERP SYSTEM
• True SAAS Cloud Solution
• Annual Subscription Costs
• Flexible Reporting, Dashboards & KPI’s
 STRONG FUNCTIONALITY
 VERY SATISFIED CLIENT BASE
 TARGETED TO FIRMS – IN NO PARTICULAR ORDER
• Outgrowing Quickbooks
• Interested in the Cloud & Ease of use
• Not For Profit
• Project Oriented Firms – Professional services
• Very Strong Financials
• Easy to use
• Intuitive Reporting, Dashboards and KPI’s
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23. DEMONSTRATIONS
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24. QUESTIONS
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Seth Zarny, Partner
szarny@raffa.com
Buu-Linh Tran,
Manager
btran@raffa.com
Glenn Anstead,
Senior Manager
ganstead@raffa.com
Hector Ball–
Senior Consultant
hball@raffa.com