The document summarizes a seminar presentation about Intacct, a cloud-based accounting system. It includes an agenda covering new cloud and on-premise options, an introduction to Intacct, a demonstration of Intacct functions, and a Q&A. Key points about Intacct are that it provides flexibility, visibility, and strong functionality for accounting in the cloud. The presentation highlights Intacct's attributes like multi-everything capability and ROI through automated processes, visibility, and avoiding ongoing infrastructure costs. It demonstrates Intacct capabilities and includes client examples and testimonials.

1. Intacct Cloud
Based Accounting
System Seminar
Seth Zarny – Partner
Buu-Linh Tran – Senior Manager
Jeremy Taro – Account Executive
Thrive. Grow. Achieve.
November 13, 2013

2. WHAT’S ON TAP
 INTRODUCTION & AGENDA
 NEW OPTIONS - ON PREMISE V. CLOUD
What is the Cloud? Attributes, Advantages
On Premise – Advantages
Mixed Cloud with Traditional ERP
Key Decision Points
 INTRODUCTION TO INTACCT
Flexibility & Visibility
Multi-Everything
 DEMONSTRATION - INTACCT
Functions
Visibility
Flexibility
ROI
 Q&A
2

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

4. MUTUAL INTRODUCTIONS
 WHO IS IN THE ROOM
 YOUR ORGANIZATION
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•
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Size – Number of Employees
Current Accounting Solution(s)
Challenges
 Raffa
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•
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•
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Seth Zarny
Buu-Linh Tran
Jeremy Taro
Brief Background and Qualifications

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.
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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
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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
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8. MIXED CLOUD & TRADITIONAL VENDORS
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
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
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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?
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10. INTRODUCTION TO INTACCT
 Cloud Based ERP System
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•
•
•
True Cloud Based
Software As A Service
(SAAS)
Local Partners
Yearly Costs
 Strong Functionality
 Very Satisfied Client Base
 Targeted to Firms – in no
particular order
•
•
•
•
•
Outgrowing QuickBooks
Interested in the Cloud
Not For Profit
Project Oriented Firms –
Professional Services
Very Strong Financials
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•
•
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•
Multi-Company
Multi-Currency
Multi-Organizational Rollup
Cost Effective

11. INTACCT’S RELEVANT EXPERIENCE

HELPED HUNDREDS OF
BUSINESSES LIKE YOURS
ACHIEVE A SIGNIFICANT ROI BY:
Case Examples
 Increasing real-time visibility
into your software business to
deepen leadership insights
 Accessible Financials, MultiOrganizational, & Services
 Automating complex revenue
recognition and billing
 Maximizing renewal revenue
with proactive and automatic
renewals management
 Accelerating financial
consolidations and close
processes
 Streamlining the capture of
time and expenses incurred by
your services organization
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“Intacct has rich functionality, great
reporting and it’s tremendously flexible.
Intacct makes us more productive,
allowing us to strategically redeploy
some of our staff – ultimately saving the
company more than $100,000 annually in
added salary.”
CEO
ASP Global Services

12. INTRODUCING INTACCT’S CORE
PILLARS OF SUCCESS
Since we are into financials, let’s do a little math …
Best
Best in Class
(Cloud) Financials
Superior
ROI
Deep Visibility
Flexibility & Control
“Get the Edge”
Leadership Insights
"You're in Charge”
Maximize the
Value of Your Data
Adapt the Power
of Our Software
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YOUR
SATISFACTION

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:
•
•
•
•
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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
True cloud computing with world-class
operations
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BUILT FOR AND BY FINANCE
PROFESSIONALS”

14. DEEP VISIBILITY
 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 your internal and external stakeholders
•
“Discover More” - Easily combine financial and
non-financial data into compelling, new insights


Use 13 dimensions to capture the most
detail of your business

•
Integrate financial and operational data
for ratios and KPI’s
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 local 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
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15. FLEXIBILITY & CONTROL
 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 dynamics business.
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16. SUPERIOR RETURN ON INVESTMENT (ROI)
 Subscription-based pricing
model - Pay only for what
you need
Ongoing Cost Comparison
− “We know we need to earn your
On-Premises
business every year”
On-Demand
 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
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• Ongoing IT workload
• Fixes, Patches
• Maintenance & upgrades:
• Hardware • Security
• Network • Database
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•
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Downtime
Performance tuning
Rewrite customizations
Rewrite integrations
Upgrade dependent
applications
• Disaster recovery
• Subscription fee
• Training
• Configuration

17. SUCCESSFUL IMPLEMENTATIONS
 Experienced project managers
and consulting services with deep
industry and financial expertise
 1,000’s 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
•
•
•
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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Illustrative Implementation Process Excerpt

18. INDUSTRIAL GRADE OPERATIONS
 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
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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
 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 CLIENTS ARE ENJOYING
TREMENDOUS SUCCESS
PUBLIC COMPANIES
TOP 100 CPA FIRMS
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21. INTACCT SOFTWARE PRESENTATION
DEMO
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22. QUESTIONS
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
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