The document discusses the considerations involved in choosing between in-house development and commercial revenue management products for revenue automation, highlighting various risks associated with in-house solutions such as escalating costs, dependency on key personnel, and jeopardized timelines. It emphasizes the benefits of commercially developed products that leverage extensive expertise and robust technical accounting knowledge while ensuring effective business processes. The document also outlines Leeyo Software's offerings and deployment options, underscoring its strong partnership network and customer support.

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Build or Buy
Considerations
In Finding a Revenue Automation Solution

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Which Path Will You Take?
2
In-house or “Bespoke”
Development
Commercial Revenue
Management Product
Build or Buy

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In-house Development 1
 Dependencies are created on resources that may
become unreliable
o Key personnel will depart and take critical knowledge
sets with them.
3

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In-house Development 2
 Escalating and unforeseen costs are introduced to the
business
o Increase in staff requirements supporting manual work
arounds to compensate for incomplete development
o Technical accounting and consultant costs are rapidly
rising due to ASC 606 project demands
o Distraction from core operational objectives results
from re-tasking of personnel to support ad-hoc
demands and resolve issues related to the bespoke
solution
4

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In-house Development 3
 Risk in reporting revenue increases
o Bespoke development becomes challenged by an
evolving set of business requirements
o Key personnel having special knowledge sets may leave
the business
5

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In-house Development 4
 Compromised business process and controls
o Increased dependency on key personnel
o Inhibited ability to transition business functions from
one generation of management to the next due to ad-
hoc operations and dependencies on a few key
individuals
6

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In-house Development 5
 Jeopardized ASC 606 timeline
o Critical technical accounting knowledge sets are absent
or scarce
o Offshore time differences impose delays resulting from
communication and project administration challenges
o Distraction from core operational objectives results
from re-tasking of personnel
7

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In-house Development 6
 Custom solutions are brittle – usually monolithic in
nature and hard-coded
o ERP upgrades become unnecessarily complex and
expensive
o New products brought to market requiring different
accounting treatments result in re-coding and
expensive re-tooling of bespoke software
o Changes in guidance pose a risk through increased cost
to custom code and introduction of manual work-
arounds
8

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Risk Considerations
 Long term and escalating cost structure
 Distraction from key business objectives
 Impact to project timeline supporting ASC 606
 Impact to existing finance resources
 Unexpected impact to budgets
 Risk in accurately reporting revenue
9

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Product Support for Revenue Management 1
 Benefit of product and delivery expertise
o Successful revenue accounting products result from
years of development at significant cost
o Successful delivery results from experience based on a
proven record of performance
10

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Product Support for Revenue Management 2
 Addresses broad spectrum of complex revenue
accounting requirements
o Product development and delivery personnel have
requisite and essential:
• Technical accounting expertise
• Implementation / transition to ASC 606 expertise
• Understanding of necessary business processes and
controls
11

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Product Support for Revenue Management 3
 Revenue automation product key attributes
o Support for effective business processes and controls
o Support for internal audits and visibility to critical
financial data
o Support for process continuity allowing personnel to
move into and out of finance organization without
disruption to finance operations
12

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Leeyo Software – what we do
13
Product
Excellence
Technical
Accounting
Experienced
Delivery
RevPro® automates ASC 605 / 606
Assures alignment with your
revenue policy
Guides successful transition
from current state to future
state

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Contracts Orders Projects Billing
Revenue
Events
General Ledger
Leeyo Software – how we automate

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Leeyo Software – deployment options
8
On-Cloud
Web
applicatin
security
2 Operational Models
• Private cloud (dedicated infrastructure)
• Hybrid cloud (shared infrastructure /
dedicated data space)
Security
• Comprehensive / verifiable SOC 2
certification - 4 years
• Data in / out encrypted
• Data encryption at rest
Maturity
• Amazon AWS 5 years
• Highest install base of all vendors
• High volume processing
• Integrated with major ERP's

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Leeyo Software – points to remember
16
Most
customers
Most success
Most
references
Strongest
partner
network
KPMG,
Deloitte,
PWC, E&Y
Most mature
and secure
cloud
offering
Best support
24 x 7 365 no
exceptions

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Leeyo Software – meet some of our customers