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New York NXT Roadshow

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Financial Edge NXT Session

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New York NXT Roadshow

  1. 1. Financial Edge NXTTM Vision and Solution Presented by Carey Carlson and Tom Walker
  2. 2. Agenda 2 VISION ROADMAP DEMO YOUR PATH TO NXT
  3. 3. VISION
  4. 4. Intuitive. Reliable. Fully integrated on one cloud platform. Financial Edge NXT gives you the accounting power nonprofits need to empower transparency, stewardship and compliance.
  5. 5. True Cloud Technology Intuitive design and in- product support Anywhere access Inherent Collaboration 5 Reduce overhead and IT administration burden Leverage our expertise Subscription pricing Data privacy and security Strong integration Continuous innovation Empower Your Teams Improve Your Bottom Line Strengthen Your Technology VISION
  6. 6. What You’re Used To 6 VISION
  7. 7. Simple, Beautiful Interface 7 VISION
  8. 8. Comprehensive Accounting that you expect from Blackbaud VISION
  9. 9. VISION
  10. 10. BUT ENOUGH TALK…
  11. 11. Roadmap Intro Release Every 1-2 Months Phased delivery to ensure highest priority functionality Never have to install software to receive updates Proactive communication of upcoming features 11 ROADMAP
  12. 12. Limited Release General Ledger • Records: • Add/Edit, Lists (Filter/Search) • Accounts, Projects, Grants • Journal Entry: • Add/Edit/Default; Lists (Filter/Search) • Reports: • Lists, Inc. Statement, Bal Sheet • Custom Mgmt Report, GL Detail Treasury • Bank Accounts: Add/Edit • Registers: • Search • Filter • View Reconciliation History • Cash Receipts: Deposits, Receipts Accounts Payable • Vendors: Lists (Filter/Search), Add/Edit • Invoices: Approval, Add/Edit, Copy Invoices: • Credit Memos: Add/Edit • Reports: Open Invoice Report Control Panel • Invite Users: • Lists (Filter/Search), Invite/Un-invite • Other: • Single Sign-On • Access Database View • In-Product Chat, Help, Community Shown as of June 15. Releases indicate delivery in the NXT web experience. Prior to release, Functionality will be accessed in the database view. Roadmap subject to change Available to Customers Upon Enablement
  13. 13. • Online Bank Integration • Credit Card Management • Reporting Future Releases Shown as of June 15. Releases indicate delivery in the NXT web experience. Prior to release, Functionality will be accessed in the database view. Roadmap subject to change • Purchase orders • Media • Check Printing • Reporting • General Ledger • Accounts Payable • Bank Accounts • Cash Receipts • Initial reports • Accounts Receivable • Client Feedback • Dashboards • Budgeting • API’s • Client Feedback Phased Development Approach Summer 2015 Summer 2016 Initial Release • Allocation Management • Consolidation management • Webportal • Fixed Assets • Phase 2: Replacement of com layer • Multi-currency • Statistical accounts • Canadian Support • Administration • Payroll • Queue • Cross-Platform Analytics POST- Summer 2016
  14. 14. Financial Edge NXTTM Your Path to NXT Presented by Carey A. Carlson
  15. 15. WHY?
  16. 16. Migrations Can Be Complex… Resemble a completely new system implementation Mapping Documents Data Conversions System Down Time Training BLACKBAUD CONFIDENTIAL 16
  17. 17. 17 Simple Migration Process
  18. 18. Intuitive. Reliable. Fully integrated on one cloud platform. Financial Edge NXT gives you the accounting power nonprofits need to empower transparency, stewardship and compliance.
  19. 19. Comprehensive Accounting that you expect from Blackbaud
  20. 20. Complete Accounting BLACKBAUD CONFIDENTIAL 20
  21. 21. HOW?
  22. 22. How to Prepare for NXT Hosting • Real-time anywhere access • Always up to date software • Cloud monitoring 24x7 • No IT infrastructure required! 22
  23. 23. How to Prepare for NXT 23 Prepare your database • Scrub Data • Inactivate out dated records • Close fiscal years • Delete old reports and queries • Review End User Security models
  24. 24. How to Prepare for NXT Professional Services 24 INFORM Identify training opportunities, & define the best method of delivery. ANALYZE Analyze data health, business processes, security, and reporting. PLAN Build & deliver a comprehensive FE:NXT readiness plan unique to your organization. EXECUTE Execute on priorities, measure success and get results.
  25. 25. How to Prepare for NXT 25 System Re-implementation • Enhanced system reporting • Retain history • Multiple databases
  26. 26. What we would like to know… 26 Are you excited about Financial Edge NXT? Do you feel you understand the path to NXT? Have we provided you with enough information on Financial Edge NXT?
  27. 27. QUESTIONS?

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