How CFOs can meet overall business strategy, improve corporate performance, and enable growth. Using Cloud ERP to meet significant priorities in forecasting, period-end close, profitability analysis, and performance management dashboards.

2. To contribute to meeting overall business
strategy, improve corporate performance
and enable growth, CFOs plan their activity.
This is their starting line.
Competing to Win – Defining the Landscape ndh group - 2
CFO Starting Line

3. What CFOs plan to do to win
Competing to Win – Defining the Landscape ndh group - 3
CFO Peer Activity
Select
Activity
2016
Activity
Index
2015
Activity
Index
YOY Δ
(2015 to
2016)
Periodic Forecasting
6.7 7.0 
Cash Forecasting
6.6 6.8 
Period-End Close
6.4 6.9 
Profitability Analysis
6.2 6.8 
Performance Mgm.’t
Dashboards 6.0 6.6 

4. Competing to Win – Defining the Landscape ndh group - 4
CFO Burdens

5. Competing to Win – Defining the Landscape ndh group - 5
CFO Takeaways

6. Competing to Win – Defining the Landscape ndh group - 6
CFOs Getting There
How do CFOs get there? Holistically:
people, process, and technology
We focus on technology as a tool
to help CFOs improve corp. performance
People
Process
Technology

7. Competing to Win – Architecture & Environment ndh group - 7
Technology Platform: Introducing Sage Intacct
13,000+ public & private companies
and organizations trust Intacct ERP

8. Competing to Win – Architecture & Environment ndh group - 8
Getting 20% Back
Question: Can CFOs compete to win
with a 20% inefficiency of activities?
Or, what would get 20% of their time back?
20%
Reducing Inefficient Activities
Infrastructure
Internal Controls
Ad Hoc Reporting

9. Competing to Win – Architecture & Environment ndh group - 9
Getting 20% Back: Infrastructure
Cloud allows organizations to eliminate hardware,
software, their maintenance, and safely store data.
Courtesy: Zetta, 2017. Survey of IT professionals, “How Organizations are Using the Cloud Today”

10. Competing to Win – Architecture & Environment ndh group - 10
Getting 20% Back: Infrastructure
Multi-tenancy is a single instance of software
managed for a group of users. Note: Not all “Cloud”
is multi-tenant; many offerings are single-tenant.
Unique Aspects of Multi-Tenancy:
• Architecture
• Economics
• Deployment
• Updates
• Security
Multi-Tenant Software

11. Competing to Win – Architecture & Environment ndh group - 11
Getting 20% Back: Infrastructure
Courtesy: kaushik.net
Infrastructure Models
Centralized model leverages a single source of code
to impart instantaneous change to core functions.

12. Competing to Win – Architecture & Environment ndh group - 12
Getting 20% Back: Infrastructure
Courtesy: Phil Wainewright
While the centralized model imparts change to core
functions, advanced Cloud lets you safely customize.
Customizations safe during updates:
• Data Model
• Transaction Definitions
• Triggers
• Smart Rules
• Smart Events
• Applications
• Middleware
“Conventional software packages
can’t accommodate change
without involving IT specialists.”
7 Reasons to Move to Cloud Financials Now

13. Competing to Win – Architecture & Environment ndh group - 13
Getting 20% Back: Infrastructure
Speed and scale require the right infrastructure to
allow you to grow without fear of future migration.
Our Current
Business Size
I’m here…
100X
Larger
But, I plan to be here

14. Competing to Win – Architecture & Environment ndh group - 14
Getting 20% Back: Infrastructure
No system will provide 100% of the functionality
you want, so systems must be open for integration.
Suite Best in Class
“All-in-one” solution. Attempts to
sponsor a broad application set.
Options for integrating with other
“best of” systems.
SaaS Financial System Approaches
• What If I don’t want to pay for the suite?
• How well supported is the integration?

15. Competing to Win – Architecture & Environment ndh group - 15
Getting 20% Back: Infrastructure
“A [modern] cloud
system also has the
flexibility to run
certain capabilities
as built-in modules
instead of requiring
separate specialist
systems.” 7 Reasons to
Move to Cloud Financials Now
It used to be Cloud or advanced features. Now, it’s
both. Cloud systems are overtaking traditional ERP.
Business
Intelligence
Custom
Reporting
Revenue
Recognition
Multi-Currency
Management
Project
Management
Contract
Management
Multi-Entity
Consolidation
Global
Consolidation

16. Competing to Win – Architecture & Environment ndh group - 16
Getting 20% Back: Infrastructure
Mobile is eating the world, with social media
engaging the same users. A perfect setting for cloud.
“What Chatter does is put a
communication and
collaboration layer across the
entire enterprise.”
“Why Chatter has changed the
world” EnterpriseAppsTech
“Both technologies are
valuable on their own, but
enterprise potential is
amplified when mobile and
cloud are used together.”
TechTarget

17. Competing to Win – Architecture & Environment ndh group - 17
Getting 20% Back: Internal Controls
Managing risk. A trusted cloud partner safeguards
against external threats, and offers tools for IC.
Service level agreement supporting:
• Uptime
• Disaster Recovery
• Data Ownership
• Customization Safeguards
• Rapid Response
• SSAE 16 (SAS 70) OpinionAICPA Endorses Intacct

18. Competing to Win – Architecture & Environment ndh group - 18
Getting 20% Back: Ad Hoc Reporting
Financial
Operational
Computational
A world of data. The power of managing different
types and sources of data from a single system.

19. Competing to Win – Architecture & Environment ndh group - 19
Getting 20% Back: Ad Hoc Reporting
“Analysis To Insights
To Action, Faster!”
(kaushik.net)
Data that can be detailed and
reported on according to
multiple segments uncover
hidden profit and loss.
A world of dimensions. The power of detailing
performance according to multiple segments.

20. Competing to Win – Architecture & Environment ndh group - 20
Getting 20% Back: Ad Hoc Reporting
Built on broad data structures and powerful
reporting, real-time results are analyzed and shared.
Presentation
Unified Reporting (Dashboards)
Reports & Graphs
Data Structures
Data Types Data Dimensions

21. Competing to Win – Automation ndh group - 21
Enter the Robot
Courtesy: PWC 2017 “Chief Financial Officers – Priorities in 2017”

22. Competing to Win – Automation ndh group - 22
Enter the Robot: What Robot?

23. Competing to Win – Automation ndh group - 23
Enter the Robot: The Efficient Robot
Processes Ripe for Automation
Payment Execution Revenue Recognition Billing
Rules
Labor Job
Costing
Report Distribution FA Maintenance
Sales
Order
Workflow
Data
Validation
Invoice Delivery
Approvals
Purchase Order Workflow
Consolidation
CRM
Posting
T&EMetrics
Reporting
FCA Collections Reporting
Technology correctly applied to work processes
creates returns and prepares for a change in course.

24. Competing to Win – Tools for the Task ndh group - 24
Advancing CFO Priorities: Viewing Working Cap.
Cash is king. Without accurate and real-time
updates to cash metrics you have little chance of
operating in synch with your current or future plans.

25. Competing to Win – Tools for the Task ndh group - 25
Advancing CFO Priorities: Accelerate Workflows
Automating your workflows, and customizing them,
drives efficiency. Managing them from a single point
of reference drives the next level of efficiency.

26. Competing to Win – Tools for the Task ndh group - 26
Advancing CFO Priorities: Profitability Analysis
Let’s face it: Excel gives CFOs the flexibility to drill
down on financial performance and position. What
if you had the same power within your ERP system?

27. Competing to Win – Tools for the Task ndh group - 27
Advancing CFO Priorities: Better Visual Clues
Data visualization, performance prompts, and trend
thumbnails give CFOs a convenient touchstone, and
sometimes a wake-up call for changes to operations.

28. Competing to Win – CFO Finish Line ndh group - 28
NDH Case Study: Inter. Computer Sciences
• US domestic, and 4 international locations
• Software licensing and pro. services
• Intacct licensing, implementation, and support
• Custom reporting, rev. rec., multi-currency, project
and contract management, consolidation
• Key engagement wins: Insourcing financial
accounting, managing growth, and integrations
International computer sciences

29. Competing to Win – CFO Finish Line ndh group - 28
NDH Case Study: Domestic Senior Care
• US domestic, 20+ locations
• Senior and memory care services
• Intacct licensing, implementation, and support
• Custom reporting, multi-entity, Interco. management,
consolidation, payment automation
• Key engagement wins: Eliminating 25+ QuickBooks
instances, automating Interco., A/P automation
Domestic Senior Care

30. Competing to Win – CFO Finish Line ndh group - 30
Conclusion: Cloud Accounting Growth
“83% of CFOs said that cloud computing would become
an essential part of Finance information systems.*”
Courtesy: *PWC 2017 “Chief Financial Officers – Priorities in 2017”/ **See G2 Crowd Grid for Accounting, Winter 2018
In 2011 Intacct had
5,000 customers. In
2017, the numbers
increased 160%
to 13,000. A leader in
growth and customer
satisfaction.**

31. Competing to Win – CFO Finish Line ndh group - 31
Conclusion: Achieving Your Goals
With 20% of your time back, and the ability to meet
top priorities, you can compete to win.
Strategic Benefits of
Operational Success Increase
Shareholder
Value
Enable
Growth
Operational
Success

32. Competing to Win – CFO Finish Line ndh group - 32
Conclusion: A Team
We manage for long-term success, and differentiate
our services using the experience we’ve developed
as an Intacct Partner over the past 15 years.
For Information on Cloud Financial Management Systems Contact:
Seth Pomeroy, CPA, MIS / seth@ndhcpa.com / 312.461.0505