The document provides an overview of a presentation about Intacct, a cloud-based accounting system. The presentation introduces Intacct and discusses the benefits of cloud-based systems over on-premise software. It demonstrates Intacct's financial reporting, flexibility, and ROI advantages. The presentation aims to get buy-in for Intacct by illustrating successful client examples and outlining next steps to implement Intacct.
Are you ready to transition your accounting system to a modern cloud based platform that delivers the functionality you need while providing a real return on your investment? You may be ready to graduate to a full featured financial management and accounting system. Join the Raffa Technology team for an informative seminar reviewing the powerful cloud based financial accounting system Intacct. This educational session will focus on the business drivers for cloud based accounting solutions with a focus on Intacct's award winning software platform. We will take you through a tour of Intacct's key features and functionality.
Capacity Management - ROI Goes to the Bottom LinePrecisely
This presentation will focus on ROI and how an organization can use such a return to justify the purchase of valuable tools such as athene® as well as the implementation of a process
that will drive an even larger ROI.
Are you ready to transition your accounting system to a modern cloud based platform that delivers the functionality you need while providing a real return on your investment? You may be ready to graduate to a full featured financial management and accounting system. Join the Raffa Technology team for an informative seminar reviewing the powerful cloud based financial accounting system Intacct. This educational session will focus on the business drivers for cloud based accounting solutions with a focus on Intacct's award winning software platform. We will take you through a tour of Intacct's key features and functionality.
Capacity Management - ROI Goes to the Bottom LinePrecisely
This presentation will focus on ROI and how an organization can use such a return to justify the purchase of valuable tools such as athene® as well as the implementation of a process
that will drive an even larger ROI.
Hot Topics and Emerging Trends in Hyperion PlanningAlithya
Chris Churchill, Vice President of Edgewater Ranzal's Planning and Essbase Practice, conducted this presentation at the recent HUGmn TechDay and Vendor Expo 2012 in Chaska, Minnesota on March 20, 2012.
We will review a few customers’ decision to move to the Cloud, why they made the decisions they made, how their move to the cloud went and key learnings. Lastly, with the experience gained from several migrations will explain the Silver Lining Planning Services and how Avtex can help you with a turbulence free evaluation and migration to the Cloud.
How to Revamp your Legacy Applications For More Agility and Better Service - ...NRB
With a series of new tools available on the Mainframe like Operational & Decision Management tools, Real Time Scoring, … revamp the existing legacy applications (without rewriting them) by bridging them to the wealth of new capabilities available on the IBM Mainframe environment
To view on-demand webinar:
http://ecast.opensystemsmedia.com/317
The world of enterprise infrastructure software is undergoing dramatic change. Driven by the need to improve efficiencies and optimize their businesses, companies that operate large, physical systems (sometimes called operational systems) at the operational edge are actively working to merge those systems with their IT business applications. Because enterprise and operational systems are designed around very different architectures, integrating these worlds into a coherent system-of-systems is a sobering technical challenge. For example, a typical industrial automation system might generate 10's of millions of discrete data points; how does the operational infrastructure move a dynamically changing subset of interest to the IT system's enterprise service bus without overwhelming the ESB and associated system resources?
To meet the challenge, RTI has introduced RTI Connext, a next-generation software infrastructure that fully supports the business objective of integrating IT and OT (operational technology) systems. Based on the RTI DataBus™ which has been designed into hundreds of high-performance, distributed systems, RTI Connext combines the performance, scalability, and reliability needed by operational systems with the integration and flexible messaging capabilities of IT systems. Connext is the first edge-to-enterprise real-time SOA platform.
Matching your organization’s business needs to your cloud strategy can mean some complex choices. In this session, you will near how Capgemini and the EMC Federation can help you transform your SAP legacy environment to build an innovative platform that enables you to lower your costs quickly, improve your agility, deliver vital business insights, and unlock new business opportunities. You will also learn about how best to leverage the flexibility of fully managed cloud environments – on-premise, hosted, or both –secure, reliable, and highly optimized for all SAP environments.
Presented at EMC World 2016 by Chimei Sikora, ERP Solutions Director, Infrastructure Services, Capgemini
http://www.capgemini.com/emc
Are you ready to transition your accounting system to a modern cloud based platform that delivers the funtionality you need while providing a real return on your investment? You may be ready to graduate to a full featured financial management and accounting system. Join the Raffa Technology team for an informative seminar reviewing the powerful cloud based financial accounting system Intacct. This educational session will focus on the business drivers for cloud based accounting solutions with a focus on Intacct's award winning software platform. We will take you through a tour of Intacct's key features and functionality and address the Return on Investment (ROI) for cloud based solutions.
Hot Topics and Emerging Trends in Hyperion PlanningAlithya
Chris Churchill, Vice President of Edgewater Ranzal's Planning and Essbase Practice, conducted this presentation at the recent HUGmn TechDay and Vendor Expo 2012 in Chaska, Minnesota on March 20, 2012.
We will review a few customers’ decision to move to the Cloud, why they made the decisions they made, how their move to the cloud went and key learnings. Lastly, with the experience gained from several migrations will explain the Silver Lining Planning Services and how Avtex can help you with a turbulence free evaluation and migration to the Cloud.
How to Revamp your Legacy Applications For More Agility and Better Service - ...NRB
With a series of new tools available on the Mainframe like Operational & Decision Management tools, Real Time Scoring, … revamp the existing legacy applications (without rewriting them) by bridging them to the wealth of new capabilities available on the IBM Mainframe environment
To view on-demand webinar:
http://ecast.opensystemsmedia.com/317
The world of enterprise infrastructure software is undergoing dramatic change. Driven by the need to improve efficiencies and optimize their businesses, companies that operate large, physical systems (sometimes called operational systems) at the operational edge are actively working to merge those systems with their IT business applications. Because enterprise and operational systems are designed around very different architectures, integrating these worlds into a coherent system-of-systems is a sobering technical challenge. For example, a typical industrial automation system might generate 10's of millions of discrete data points; how does the operational infrastructure move a dynamically changing subset of interest to the IT system's enterprise service bus without overwhelming the ESB and associated system resources?
To meet the challenge, RTI has introduced RTI Connext, a next-generation software infrastructure that fully supports the business objective of integrating IT and OT (operational technology) systems. Based on the RTI DataBus™ which has been designed into hundreds of high-performance, distributed systems, RTI Connext combines the performance, scalability, and reliability needed by operational systems with the integration and flexible messaging capabilities of IT systems. Connext is the first edge-to-enterprise real-time SOA platform.
Matching your organization’s business needs to your cloud strategy can mean some complex choices. In this session, you will near how Capgemini and the EMC Federation can help you transform your SAP legacy environment to build an innovative platform that enables you to lower your costs quickly, improve your agility, deliver vital business insights, and unlock new business opportunities. You will also learn about how best to leverage the flexibility of fully managed cloud environments – on-premise, hosted, or both –secure, reliable, and highly optimized for all SAP environments.
Presented at EMC World 2016 by Chimei Sikora, ERP Solutions Director, Infrastructure Services, Capgemini
http://www.capgemini.com/emc
Are you ready to transition your accounting system to a modern cloud based platform that delivers the funtionality you need while providing a real return on your investment? You may be ready to graduate to a full featured financial management and accounting system. Join the Raffa Technology team for an informative seminar reviewing the powerful cloud based financial accounting system Intacct. This educational session will focus on the business drivers for cloud based accounting solutions with a focus on Intacct's award winning software platform. We will take you through a tour of Intacct's key features and functionality and address the Return on Investment (ROI) for cloud based solutions.
Join the Raffa Technology team for an informative seminar reviewing the powerful cloud based accounting system Intacct. This educational seminar will focus on the key business drivers for implementing a cloud based accounting solution and provide you with best practices for selecting the right software for your organization. We will also walk you through a tour of Intacct's key features and functionality.
NetSuite’s fully integrated
“all-in-the-box” solution provides customers with all the capabilities needed to run their business processes entirely on the platform.
2016 02-25 How to Simplify Finance, Grants & Financial Reporting with INTACCTRaffa Learning Community
Are you ready to transition your accounting system to a modern cloud based platform that delivers business process automation while providing you with robust financial reporting and analytics to manage your organization? If so, please join the Raffa Technology team as we review the powerful web based accounting software Intacct. This educational seminar will focus on the key business drivers for cloud based accounting systems and provide you with a best practices approach to managing the implementation. We will also walk you through a tour of Intacct's key features.
Il contenuto riguarderà il Software ERP
in Cloud #1 al Mondo (Gartner), in
questa sessione enfatizzeremo la
connessione tra le esigenze delle
imprese innovative e NetSuite. Oltre le
funzionalità, un passaggio importante è
relativo ai nuovi paradigmi (Cloud, SaaS,
ecc.) a reale supporto della strategia
aziendale (no version locking,
customization carry forward, major
releases per year, ecc.)
contrapponendoli agli ostacoli alla
crescita aziendale e del business.
ERP 2.0 (Cloud, New Functionality, FAH, Integration and M&A Focus)Emtec Inc.
You're almost there! Your ERP has successfully been installed and you are now moving into the next phase of the ERP lifecycle. Time to consider what option will be of most value to your organization, such as Cloud, Fusion Accounting Hub, Analytics, Integration and M&A flexibility.
Are you ready to transition your accounting system to a modern cloud based platform that delivers business process automation while providing you with robust financial reporting and analytics to manage your operations? The Raffa Technology team invites you to our educational seminar reviewing the powerful web based accounting software Intacct. This presentation will focus on the key business drivers for cloud based accounting systems and provide you with best practices for evaluating and implementing the right solution for your organization.
Understanding the value of agility in the cloud Panaya
ERP is starting a slow journey to the cloud. Now is the time to start asking yourself – and your ERP vendor – tough questions to prepare for a high ROI.
Join Cloud Computing Visionary David Linthicum (SVP at Cloud Technology Partners) for a fascinating discussion:
>Redefine your cloud KPIs for achieving agility.
>The “missing link” formula that determines ERP cloud value.
>The 17 point stepping to the cloud checklist.
Growing Businesses Are Upgrading to NetSuite
NetSuite is the #1 choice for mid-size businesses to run their accounting/ERP, CRM and ecommerce applications in the cloud.
NetSuite for software companies - Azdan NetSuite Partner in UAEAzdan
Azdan, the largest NetSuite partner and solution provider in the Middle East brings value to the most complex businesses.
Azdan uses Netsuite ERP software to assist small and medium-sized businesses and optimize their earnings. By automating sales order billing, forecasting sales, handling numerous currencies, and reporting as your Middle Eastern business grows.
Check out the website and Get Free Demo now.
https://www.azdan.com/
https://www.azdan.com/demo/
Juriba - How to Get Your Management Fired Up About Evergreen IT After Your Wi...Ivanti
Support for Windows 7 ends on 14 January, 2020. If your organization has not upgraded to Windows 10 yet, you only have a few months left to do so before exposing your users and devices to security vulnerabilities. Or you might have already started your transformation project but have encountered some of the many roadblocks along the way. But with the right tooling, an agile project management methodology, and repeatable as well as scalable processes, you not only can accelerate your Windows 10 migration but already set yourself up for success for subsequent Windows-as-a-Service Feature Update cycles and achieve Evergreen IT. Listen to Juriba’s CTO, Barry Angell, as he explains how you can understand your IT estate, achieve maximum project velocity and ultimately build your Evergreen IT strategy.
2018-07 Systems Integration Best Practices for Integrating Your Business Appl...Raffa Learning Community
How much time does your organizations spend getting data to and from critical business systems such as your donor management, association management, membership and accounting applications? What about time sheets, expense reports and payroll data? Have you made customizations to your systems that make packaged integrations difficult to work with? In this session we will share considerations, best practices and use cases from actual customer integrations that may help you tackle your next integration project.
Join Raffa Technology & BI360 for an informative session on best practice approaches to managing your budget process beyond Microsoft Excel. Come learn how you can help your organization increase productivity, insight and decision making while decreasing the manual keying and inaccuracies inherent with Microsoft Excel. This seminar includes a presentation of the BI360 budgeting and reporting software.
In today’s accounting environment, there is mounting pressure to run leaner while becoming more effective than ever. Meeting deadlines, reviewing or preparing reconciliations and providing support requires new approaches to mitigating errors and compromising the integrity of your SOFP and SOA. It doesn’t have to be that way.
Join nonprofit industry leader Raffa, PC and BlackLine to discover a simpler way to perform your reconciliation process that allows you to focus on analysis, risk mitigation, and value creation for your organization.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
With the ever-increasing threat of viruses, security breaches, and cyber theft, it is important to understand the basics of network and internet security. In this session, you will learn how to pass the security portion of your audit and how to protect your hardware. We will also discuss security in the cloud and Privacy Laws.
This class is beneficial to IT, Operations, and Administrative professionals.
Adam Grant, in a recent Atlantic article, says it best: “People Don’t Actually Know Themselves Very Well.” Do you agree? He argues that your coworkers are much better at rating aspects of your personality than you are. Studying thousands of people at work show that coworkers are more than twice as accurate when asked to assess how stable, dependable, friendly, outgoing and curious you are. In this workshop, we will give you an opportunity to solicit feedback in advance of the workshop, reflect on feedback you’ve received, and provide a safe and confidential environment to explore your blind spots. Those blind spots may be related to the way you see yourself as a manager or leader or perhaps how you think about intergenerational differences. We’ll discuss the importance of self-awareness and provide some tools to help you integrate new knowledge about yourself in practical ways at work.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? Our answer is: it depends. Each nonprofit is unique and can experience distinct unexpected circumstances that may affect its long-term financial health.
This session, led by mark Murphy of Raffa Wealth Management, will focus on how to conduct a risk assessment that will assist your nonprofit in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your unique organization.
Whether you are in the initial phases of creating your nest egg or revaluating longstanding reserve levels, this session is for you.
Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are using financial automation to drive improved budgeting, strategic financial analysis and better business decision making.
Learn how organizations are automating the financial budget process to deliver more accurate and timely information in the financial planning process.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
4. • Who is in the room?
• Your Organization
– Size – Employees
– Current Accounting Solutions
– Challenges
• RAFFA
– Seth Zarny
– Glenn Anstead
– Jeremy Taro
– Brief Background and Qualifications
4
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. 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. 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. 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. 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. INTRODUCTION TO INTACCT
NEWER CLOUD BASED ERP
SYSTEM
• True Cloud Based
• Local Partners
• Yearly Costs
STRONG FUNCTIONALITY
VERY SATISFIED CLIENT BASE
TARGETED TO FIRMS – IN NO
PARTICULAR ORDER
• Outgrowing Quickbooks
• Interested in the Cloud
• Multi-Company
• Not For Profit
• Multi-Currency
• Project Oriented Firms – prof
services • Multi-Organizational Rollup
• Very Strong Financials • Cost Effective
10
11. INTACCT’S RELEVANT EXPERIENCE
INTACCT - FINANCIALS & SERVICES –
FOR PROFIT & NOT FOR PROFIT
HELPED HUNDREDS OF CASE EXAMPLES
BUSINESSES LIKE YOURS
ACHIEVE A SIGNIFICANT ROI BY:
• Increasing real-time visibility
into your software business to
deepen leadership insights
• Accessible Financials, Multi-
Organizational, & Services
• Automating complex revenue
recognition and billing
• Maximizing renewal revenue
with proactive and automatic
renewals management
“Intacct has rich functionality, great
• Accelerating financial reporting and it’s tremendously
consolidations and close flexible. Intacct makes us more
processes productive, allowing us to strategically
redeploy some of our staff – ultimately
• Streamlining the capture of time saving the company more than
and expenses incurred by your $100,000 annually in added salary.”
services organization CEO
ASP Global Services
11
12. INTRODUCING INTACCT’S CORE PILLARS
OF SUCCESS
SINCE WE ARE INTO FINANCIALS, LET’S DO A LITTLE MATH …
Best in Class Superior YOUR
(Cloud) Financials ROI SATISFACTION
Deep Visibility Flexibility & Control
“Get the Edge” "You're in Charge”
Leadership Insights
Maximize the Adapt the Power
Value of Your Data of Our Software
12
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 “BUILT FOR AND BY FINANCE
― True cloud computing with world- PROFESSIONALS”
class operations
13
14. DEEP VISIBILITY
“GET THE EDGE” LEADERSHIP INSIGHTS
•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 of your
internal and external stakeholders
– “Discover more” – easily combine financial and non-
financial data into compelling, new insights
• Integrate financial and operational data for ratios and
KPI’s
• Use 13 dimensions to capture the most detail of your
business
• 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 logical 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. FLEXIBILITY AND CONTROL
“YOU’RE IN CHARGE”
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 dynamic
business
Intacct Multi-EverythingTM Intacc
t
SAP
R3
Microsof
tGP
Fin.
Force
NetSuite QuickBoo
ks
Multi – Tenant
Multi – Dimensional
Multi – Scenario
Multi – Ledger
Multi – Currency
Multi – Book
Multi – Entity
Multi - National
15
16. SUPERIOR ROI
SHIFT COST AND RISK TO INTACCT
SUBSCRIPTION-BASED
PRICING MODEL – PAY ONLY Ongoing Cost Comparison
FOR WHAT YOU NEED
On-Premises On-Demand
•“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 • Ongoing IT workload • Subscription fee
• Fixes, Patches • Training
•Anytime, anywhere access
• Maintenance & upgrades: • Configuration
•No IT infrastructure and on-going • Hardware • Security
operational costs
• Network • Database
•No additional upgrades costs • Downtime
•Continuous product innovation • Performance tuning
• Rewrite customizations
•Industrial-grade infrastructure with
guaranteed service levels and • Rewrite integrations
operational excellence
• Upgrade dependent applications
• Disaster recovery
16
17. SUCCESSFUL IMPLEMENTATIONS
EASILY MIGRATING TO “CLOUD” FINANCIALS
EXPERIENCED PROJECT MANAGERS
AND CONSULTING SERVICES WITH
DEEP INDUSTRY AND FINANCIAL
EXPERTISE
1,000S 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 Illustrative Implementation Process Excerpt
• Turnkey, standardized “best practice” setup
and configuration
• Customized, consultative approach matches
your business processes
• Integration with additional systems and
business processes
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18. INDUSTRIAL-GRADE OPERATIONS
TRUST US WITH YOUR FINANCIAL DATA
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
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19. KEEPING YOU SATISFIED
SAAS = SOFTWARE + SERVICE
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
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20. INTACCT – THE FASTEST GROWING CLOUD
FINANCIAL MANAGEMENT SOLUTION*
INTACCT HAS THE MOST AND FASTEST
GROWING MOMENTUM OF ANY FIRM IN THE
FINANCIAL SOFTWARE INDUSTRY
• Over 800 net new customers in 2010; 4,000+ in all
– ~20,000 entities using Intacct
– Very high retention and minimal churn
• 80% year over year growth in CQ4, 2010 in total new
subscriptions
• AICPA preferred financial management application
• Customer and industry awards and recognition
• 12 years production proven experience and continuous
innovation in the cloud
• Sources: 2010 Published Net New Customer Growth Data of Cloud
Financial Management Solution Providers
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21. OUR CLIENTS ARE ENJOYING
TREMENDOUS SUCCESS
PUBLIC COMPANIES TOP 100 CPA FIRMS
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22. NEXT STEPS
Initial Contact Discovery Buy-in & Demos Implement Support
DONE Today Next
1. Introduce 1. Review Details 1. Validate 1. Post
Ourselves of Intacct scope and implementation
2. Confirm our Offering document training and
Understanding of 2. Consensus project plan support
CLOSURE & CONTRACT
Your Needs Meetings to 2. Define final 2. Post
3. Illustrate Relevant Review Intacct requirements implementation
Case Example With Your Key ‘health checks’
3. Build to
Stakeholders
4. Introduce Intacct needs 3. 24 x 7 access to
3. Live Demo(s) Intacct
5. Agree on Next 4. Test the
of Relevant customer portal:
Steps system
Functionality User
5. Final training community, best
4. Detail Rqmts.
and rollout practices,
and Config.
Scoping 6. “FastTrack” knowledge base
for General 4. Ongoing
5. Pricing
and Select product
Vertical enhancements
Businesses
Typical Durations: 2 to 12 Weeks
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