The document summarizes a seminar presented by Raffa on Intacct's cloud-based accounting system. It introduces Intacct and discusses the attributes of cloud computing versus on-premise systems. Key aspects of Intacct like flexibility, visibility, and functionality are demonstrated. The document aims to help organizations evaluate if Intacct meets their needs and provides a return on investment.

1. Intacct Cloud
Based Accounting
System Seminar
Seth Zarny – Partner
Buu-Linh Tran – Senior Manager
Jeremy Taro – Account Executive
Thrive. Grow. Achieve.
June 12, 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
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 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

21. INTACCT SOFTWARE PRESENTATION
21
DEMO

22. QUESTIONS
22
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