The document provides an overview of a presentation about Intacct, a cloud-based accounting system. The presentation introduces Intacct and discusses the benefits of cloud-based systems over on-premise software. It demonstrates Intacct's financial reporting, flexibility, and ROI advantages. The presentation aims to get buy-in for Intacct by illustrating successful client examples and outlining next steps to implement Intacct.

1. Intacct Cloud
Based Accounting
System
Seth Zarny, Buu-Linh Tran, Jeremy Taro
September 6th, 2012
Thrive. Grow. Achieve.

2. • Introduction & Agenda
• New Options – On Premise vs. Cloud
– What is the cloud? Attributes and advantages
– On Premise – Advantages
– Mixed Cloud with Traditional ERP
– Key Decision Points
• Introduction to Inacct
– Flexibility & Visibility
– Multi-Everything
• Demonstration – Intacct
– Functions
– Visibility
– Flexibility
– ROI
• Q&A
2

3. HINT: SOMETIMES YOU NEED TO CHANGE YOUR SOFTWARE!
3

4. • Who is in the room?
• Your Organization
– Size – Employees
– Current Accounting Solutions
– Challenges
• RAFFA
– Seth Zarny
– Glenn Anstead
– Jeremy Taro
– Brief Background and Qualifications
4

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.
5

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
6

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
•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
8

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
9

10. INTRODUCTION TO INTACCT
NEWER CLOUD BASED ERP
SYSTEM
• True Cloud Based
• Local Partners
• Yearly Costs
STRONG FUNCTIONALITY
VERY SATISFIED CLIENT BASE
TARGETED TO FIRMS – IN NO
PARTICULAR ORDER
• Outgrowing Quickbooks
• Interested in the Cloud
• Multi-Company
• Not For Profit
• Multi-Currency
• Project Oriented Firms – prof
services • Multi-Organizational Rollup
• Very Strong Financials • Cost Effective
10

11. INTACCT’S RELEVANT EXPERIENCE
INTACCT - FINANCIALS & SERVICES –
FOR PROFIT & NOT FOR PROFIT
HELPED HUNDREDS OF CASE EXAMPLES
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
“Intacct has rich functionality, great
• Accelerating financial reporting and it’s tremendously
consolidations and close flexible. Intacct makes us more
processes productive, allowing us to strategically
redeploy some of our staff – ultimately
• Streamlining the capture of time saving the company more than
and expenses incurred by your $100,000 annually in added salary.”
services organization CEO
ASP Global Services
11

12. INTRODUCING INTACCT’S CORE PILLARS
OF SUCCESS
SINCE WE ARE INTO FINANCIALS, LET’S DO A LITTLE MATH …
Best in Class Superior YOUR
(Cloud) Financials ROI SATISFACTION
Deep Visibility Flexibility & Control
“Get the Edge” "You're in Charge”
Leadership Insights
Maximize the Adapt the Power
Value of Your Data of Our Software
12

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:
― 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 “BUILT FOR AND BY FINANCE
― True cloud computing with world- PROFESSIONALS”
class operations
13

14. DEEP VISIBILITY
“GET THE EDGE” LEADERSHIP INSIGHTS
•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 of 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 logical 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
14

15. FLEXIBILITY AND CONTROL
“YOU’RE IN CHARGE”
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 dynamic
business
Intacct Multi-EverythingTM Intacc
t
SAP
R3
Microsof
tGP
Fin.
Force
NetSuite QuickBoo
ks
Multi – Tenant
Multi – Dimensional
Multi – Scenario
Multi – Ledger
Multi – Currency
Multi – Book
Multi – Entity
Multi - National
15

16. SUPERIOR ROI
SHIFT COST AND RISK TO INTACCT
SUBSCRIPTION-BASED
PRICING MODEL – PAY ONLY Ongoing Cost Comparison
FOR WHAT YOU NEED
On-Premises On-Demand
•“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 • Ongoing IT workload • Subscription fee
• Fixes, Patches • Training
•Anytime, anywhere access
• Maintenance & upgrades: • Configuration
•No IT infrastructure and on-going • Hardware • Security
operational costs
• Network • Database
•No additional upgrades costs • Downtime
•Continuous product innovation • Performance tuning
• Rewrite customizations
•Industrial-grade infrastructure with
guaranteed service levels and • Rewrite integrations
operational excellence
• Upgrade dependent applications
• Disaster recovery
16

17. SUCCESSFUL IMPLEMENTATIONS
EASILY MIGRATING TO “CLOUD” FINANCIALS
EXPERIENCED PROJECT MANAGERS
AND CONSULTING SERVICES WITH
DEEP INDUSTRY AND FINANCIAL
EXPERTISE
1,000S 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 Illustrative Implementation Process Excerpt
• Turnkey, standardized “best practice” setup
and configuration
• Customized, consultative approach matches
your business processes
• Integration with additional systems and
business processes
17

18. INDUSTRIAL-GRADE OPERATIONS
TRUST US WITH YOUR FINANCIAL DATA
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
18

19. KEEPING YOU SATISFIED
SAAS = SOFTWARE + SERVICE
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
19

20. INTACCT – THE FASTEST GROWING CLOUD
FINANCIAL MANAGEMENT SOLUTION*
INTACCT HAS THE MOST AND FASTEST
GROWING MOMENTUM OF ANY FIRM IN THE
FINANCIAL SOFTWARE INDUSTRY
• Over 800 net new customers in 2010; 4,000+ in all
– ~20,000 entities using Intacct
– Very high retention and minimal churn
• 80% year over year growth in CQ4, 2010 in total new
subscriptions
• AICPA preferred financial management application
• Customer and industry awards and recognition
• 12 years production proven experience and continuous
innovation in the cloud
• Sources: 2010 Published Net New Customer Growth Data of Cloud
Financial Management Solution Providers
20

21. OUR CLIENTS ARE ENJOYING
TREMENDOUS SUCCESS
PUBLIC COMPANIES TOP 100 CPA FIRMS
21

22. NEXT STEPS
Initial Contact Discovery Buy-in & Demos Implement Support
DONE Today Next
1. Introduce 1. Review Details 1. Validate 1. Post
Ourselves of Intacct scope and implementation
2. Confirm our Offering document training and
Understanding of 2. Consensus project plan support
CLOSURE & CONTRACT
Your Needs Meetings to 2. Define final 2. Post
3. Illustrate Relevant Review Intacct requirements implementation
Case Example With Your Key ‘health checks’
3. Build to
Stakeholders
4. Introduce Intacct needs 3. 24 x 7 access to
3. Live Demo(s) Intacct
5. Agree on Next 4. Test the
of Relevant customer portal:
Steps system
Functionality User
5. Final training community, best
4. Detail Rqmts.
and rollout practices,
and Config.
Scoping 6. “FastTrack” knowledge base
for General 4. Ongoing
5. Pricing
and Select product
Vertical enhancements
Businesses
Typical Durations: 2 to 12 Weeks
22

23. APPENDIX
23

24. QUESTIONS?
24