The document summarizes a seminar on Intacct cloud-based accounting systems. 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 features of Intacct highlighted are flexibility, visibility, functionality for various business types, and strong ROI through subscription pricing and efficiency.
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.
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.
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.
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.
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.
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.
In ongoing research and interviews, leading IT analyst firm Enterprise Management Associates (EMA) has witnessed the growing role of IT service management in many IT organizations. This growth is a result of progressive ITSM teams—with integrated capabilities to support asset management, operations, development and the IT executive and business community—becoming a hub in optimizing IT for both value and cost.
These slides - based on the webinar featuring Dennis Drogseth, VP of research at EMA - provide insights into this research, with some dramatic, and telling revelations.
Located in Tysons Corner, VA, NeoSystems Corp is an expert implementation and integration consulting partner for Netsuite. Our core mission is to enable our clients to grow and scale. We specialize in NetSuite implementations for the Software, and Professional Services industries, and the Nonprofit Community. and As a NetSuite implementation partner as well as a provider of Business Process Outsourcing (BPO) services and Business Process as a Service (BPaaS), we are the only NetSuite Solution Provider and BPO/BPaaS Partner capable of enabling fundamental, yet seamless back-office alignment for our clients, in the areas of Accounting and Finance, Human Resources and IT infrastructure.
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.
Small businesses are here to flourish. And with ERP for small business, there are no two doubts. Here is a detailed article on the Best ERP software that can make small businesses profitable.
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.
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.
In ongoing research and interviews, leading IT analyst firm Enterprise Management Associates (EMA) has witnessed the growing role of IT service management in many IT organizations. This growth is a result of progressive ITSM teams—with integrated capabilities to support asset management, operations, development and the IT executive and business community—becoming a hub in optimizing IT for both value and cost.
These slides - based on the webinar featuring Dennis Drogseth, VP of research at EMA - provide insights into this research, with some dramatic, and telling revelations.
Located in Tysons Corner, VA, NeoSystems Corp is an expert implementation and integration consulting partner for Netsuite. Our core mission is to enable our clients to grow and scale. We specialize in NetSuite implementations for the Software, and Professional Services industries, and the Nonprofit Community. and As a NetSuite implementation partner as well as a provider of Business Process Outsourcing (BPO) services and Business Process as a Service (BPaaS), we are the only NetSuite Solution Provider and BPO/BPaaS Partner capable of enabling fundamental, yet seamless back-office alignment for our clients, in the areas of Accounting and Finance, Human Resources and IT infrastructure.
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.
Small businesses are here to flourish. And with ERP for small business, there are no two doubts. Here is a detailed article on the Best ERP software that can make small businesses profitable.
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.
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.
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.
QuickAppFlow No-code platform, with Out of box business functionality, accelerates design and implementation of business change with a powerful Do It Yourself business automation platform. It is available on cloud as a SaaS Application and Maker PaaS.
info@quickappflow.com
https://quickappflow.com/
Is your big data journey stalling? Take the Leap with Capgemini and ClouderaCloudera, Inc.
Transitioning to a Big Data architecture is a big step; and the complexity of moving existing analytical services onto modern platforms like Cloudera, can seem overwhelming.
Adapting to a Hybrid World [Webinar on Demand]ServerCentral
Learn:
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- which applications go where in hybrid environments
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NIPPON DATA SYSTEMS LIMITED is a provider of IT enabled business solutions which provide our clients competitive business advantage. We partner with our customers to deliver business solutions to their satisfaction and help them ‘Live Your Enterprise Potential™’. We take pride in conducting business with the highest degree of ethics and treat each transaction with fairness and honesty.
For us client satisfaction is our ONLY measure of success.
Since the time NDS was established in 1994, we have built a solid foundation of success on which we continue grow. We specialize in solving your business problems by harnessing technology and applying them for developing and implementing customized and standard information systems. Over the years our professionals have encountered and conquered complex problems relating to various business needs.
Our Industry specific NEWTON solutions help clients afford Enterprise Resource planning that can be implemented faster than any other solution and provides lowest cost of Total Ownership
www.nippondata.com
At SmartERP, we realize that every organization is different with a unique set of requirements. You depend on your PeopleSoft applications to manage many facets of your business. When contemplating how to improve your PeopleSoft system to meet your continually changing business requirements, there are three potential options: Cloud, Edge, or Replace. These are all great options that will not only make your working life easier; it will save you time and money. Learn more about updating your PeopleSoft in this webinar on-demand (slides) - see smarterp.com webinars on-demand for the recording of the webinar.
The last 18+ months have proven to be like no other time in modern history, and it has had a profound effect on the supply chain in the manufacturing industry. This disruption has meant many restless nights worrying about supply chains, workforce agility, capacity planning, resource allocation, and much more for manufacturers. Manufacturers have realized that better planning and preparedness are crucial to adapting to the rapid changes in demand seen in today's current climate.
In this webinar, you will learn how to address these challenges head-on as we discuss how your organization can become more agile and scale to your specific business requirements and how Cloud ERP systems can support better planning and preparedness for what's next.
________________________________________
About The Presenter
Steve Canter - Director of Global Service Delivery
Steve Canter has over 25 years of experience in the information technology industry. Steve has been responsible for delivering solutions to many medium-sized and large companies in a variety of industries as a consultant and project manager. Steve also brings a unique perspective to SmartERP, having spent over ten years as the CIO for a manufacturing and distribution company. During that period, he also helped shape product and customer service strategy at Microsoft and Oracle as a member of several customer advisory boards.
Azure Migration
Azure migration is the process of moving your workloads to the Azure cloud. This can include migrating your infrastructure, databases, and applications. Azure migration can help you improve your scalability, reliability, and security, while also reducing your costs. Csharptek is a trusted microsoft solution partner in Digital and Innovation (Azure)for Azure migration. We have a team of experienced and certified Azure professionals who can help you with every aspect of your migration. We offer a variety of services to meet your needs, and we're committed to helping you achieve your business goals.
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.
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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.
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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.
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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.
1. Intacct Cloud
Based Accounting
System Seminar
Seth Zarny – Partner
Buu-Linh Tran – Senior Manager
Jeremy Taro – Account Executive
Thrive. Grow. Achieve.
March 26, 2014
2. WHAT’S ON TAP
2
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
3. DO YOU NEED THE NEW SOFTWARE?
3
Hint – Sometimes You Need to
Change Your Software!
4. MUTUAL INTRODUCTIONS
4
WHO IS IN THE ROOM
YOUR ORGANIZATION
• Size – Number of Employees
• Current Accounting Solution(s)
• Challenges
Raffa
• Seth Zarny
• Buu-Linh Tran
• Jeremy Taro
• Brief Background and Qualifications
5. WHAT IS THE CLOUD?
5
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.
6. CLOUD – CLAIMED KEY ATTRIBUTES
6
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
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
8
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
9. KEY DECISION CRITERIA TO CONSIDER
9
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?
10. INTRODUCTION TO INTACCT
10
Cloud Based ERP System
• 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
• Multi-Company
• Multi-Currency
• Multi-Organizational Rollup
• Cost Effective
11. INTACCT’S RELEVANT EXPERIENCE
11
HELPED HUNDREDS OF
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
Accelerating financial
consolidations and close
processes
Streamlining the capture of
time and expenses incurred by
your services organization
Case Examples
“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
12
Since we are into financials, let’s do a little math …
Best
Best in Class
(Cloud) Financials
Superior
ROI
YOUR
SATISFACTION
Deep Visibility
“Get the Edge”
Leadership Insights
Flexibility & Control
"You're in Charge”
Maximize the
Value of Your Data
Adapt the Power
of Our Software
13. Best in Class Financials
13
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
• True cloud computing with world-class
operations
BUILT FOR AND BY FINANCE
PROFESSIONALS”
14. DEEP VISIBILITY
14
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
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 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
15. FLEXIBILITY & CONTROL
15
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.
16. SUPERIOR RETURN ON INVESTMENT (ROI)
16
Subscription-based pricing
model - Pay only for what
you need
− “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
− 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
• Subscription fee
• Training
• Configuration
On-Demand
• Ongoing IT workload
• Fixes, Patches
• Maintenance & upgrades:
• Hardware
• Network
• Downtime
• Performance tuning
• Rewrite customizations
• Rewrite integrations
• Upgrade dependent
applications
• Disaster recovery
On-Premises
• Security
• Database
Ongoing Cost Comparison
17. 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
Illustrative Implementation Process Excerpt
18. INDUSTRIAL GRADE OPERATIONS
18
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
19. KEEPING YOU SATISFIED
19
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
20. INTACCT CLIENTS ARE ENJOYING
TREMENDOUS SUCCESS
20
TOP 100 CPA FIRMSPUBLIC COMPANIES