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
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3. DO YOU NEED THE NEW SOFTWARE?
Hint – Sometimes You Need to
Change Your Software!
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4. MUTUAL INTRODUCTIONS
WHO IS IN THE ROOM
YOUR ORGANIZATION
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Size – Number of Employees
Current Accounting Solution(s)
Challenges
Raffa
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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
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
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Outgrowing QuickBooks
Interested in the Cloud
Not For Profit
Project Oriented Firms –
Professional Services
Very Strong Financials
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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:
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“Get at Your Data Real Time” - Role-based
dashboards deliver business insights tailored for
all your internal and external stakeholders
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“Discover More” - Easily combine financial and
non-financial data into compelling, new insights
Use 13 dimensions to capture the most
detail of your business
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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
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Configure workflows
Configurable data fields, transaction definitions, invoices, and report
formats
Easy to adapt and scale your business with Intacct’s
“Multi-everything” architecture:
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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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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
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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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