4. Intuitive. Reliable. Fully integrated on one cloud platform.
Financial Edge NXT gives you the accounting power nonprofits
need to empower transparency, stewardship and compliance.
5. True Cloud Technology
Intuitive design and in-
product support
Anywhere access
Inherent Collaboration
5
Reduce overhead and IT
administration burden
Leverage our expertise
Subscription pricing
Data privacy and
security
Strong integration
Continuous innovation
Empower Your
Teams
Improve Your
Bottom Line
Strengthen Your
Technology
VISION
11. Roadmap Intro
Release Every 1-2 Months
Phased delivery to ensure
highest priority functionality
Never have to install
software to receive updates
Proactive communication of
upcoming features
11
ROADMAP
12. Limited Release
General Ledger
• Records:
• Add/Edit, Lists (Filter/Search)
• Accounts, Projects, Grants
• Journal Entry:
• Add/Edit/Default; Lists (Filter/Search)
• Reports:
• Lists, Inc. Statement, Bal Sheet
• Custom Mgmt Report, GL Detail
Treasury
• Bank Accounts: Add/Edit
• Registers:
• Search
• Filter
• View Reconciliation History
• Cash Receipts: Deposits, Receipts
Accounts Payable
• Vendors: Lists (Filter/Search), Add/Edit
• Invoices: Approval, Add/Edit, Copy
Invoices:
• Credit Memos: Add/Edit
• Reports: Open Invoice Report
Control Panel
• Invite Users:
• Lists (Filter/Search), Invite/Un-invite
• Other:
• Single Sign-On
• Access Database View
• In-Product Chat, Help, Community
Shown as of June 15. Releases indicate delivery in the NXT web experience. Prior to release,
Functionality will be accessed in the database view. Roadmap subject to change
Available to Customers Upon Enablement
13. • Online Bank
Integration
• Credit Card
Management
• Reporting
Future Releases
Shown as of June 15. Releases indicate delivery in the NXT web experience. Prior to release,
Functionality will be accessed in the database view. Roadmap subject to change
• Purchase
orders
• Media
• Check
Printing
• Reporting
• General
Ledger
• Accounts
Payable
• Bank
Accounts
• Cash
Receipts
• Initial reports
• Accounts
Receivable
• Client
Feedback
• Dashboards
• Budgeting
• API’s
• Client
Feedback
Phased Development Approach
Summer 2015 Summer 2016
Initial Release
• Allocation Management
• Consolidation management
• Webportal
• Fixed Assets
• Phase 2: Replacement of com layer
• Multi-currency
• Statistical accounts
• Canadian Support
• Administration
• Payroll
• Queue
• Cross-Platform Analytics
POST- Summer 2016
16. Migrations Can Be Complex…
Resemble a completely new system implementation
Mapping Documents
Data Conversions
System Down Time
Training
BLACKBAUD CONFIDENTIAL 16
18. Intuitive. Reliable. Fully integrated on one cloud platform.
Financial Edge NXT gives you the accounting power nonprofits
need to empower transparency, stewardship and compliance.
22. How to Prepare for NXT
Hosting
• Real-time anywhere access
• Always up to date software
• Cloud monitoring 24x7
• No IT infrastructure required!
22
23. How to Prepare for NXT
23
Prepare your database
• Scrub Data
• Inactivate out dated records
• Close fiscal years
• Delete old reports and queries
• Review End User Security models
24. How to Prepare for NXT
Professional Services
24
INFORM
Identify training
opportunities, & define
the best method of
delivery.
ANALYZE
Analyze data health,
business processes,
security, and
reporting.
PLAN
Build & deliver a
comprehensive
FE:NXT readiness
plan unique to your
organization.
EXECUTE
Execute on priorities,
measure success and
get results.
25. How to Prepare for NXT
25
System Re-implementation
• Enhanced system reporting
• Retain history
• Multiple databases
26. What we would like to know…
26
Are you excited about Financial Edge NXT?
Do you feel you understand the path to NXT?
Have we provided you with enough information on
Financial Edge NXT?
Welcome to FE NXT!
Introduce yourself… Blackbaud Role… Tenure and/or experience…
Identify your audience:
Hands for finance department members (potentially ask about Developers or DBA’s depending on response)
How many people currently use the Financial Edge?
Participated in the implementation?
>5 years as a client?
Anybody from AFN?
The goal is simple. Leverage 30 years of experience to build the only fully integrated, cloud based accounting solution designed specifically for non-profits.
Add in advanced functionality coupled with and intuitive design, and you have the overall vision or FE NXT.
We will utilize true cloud based technology, moving your database into a Blackbaud hosted environment. This allow for:
Always on access from any type of internet connection, PC, iPad, phones
Always up to date software. Blackbaud will perform all upgrades automatically in the cloud.
Cloud monitoring 24x7 insuring security, performance, and accessibility.
Subscription based pricing. Reducing upfront invest costs.
No IT infrastructure required! All upgrades, servers, backup will be performed automatically as part of your subscription
To give you and idea of exactly what we are talking about…
This screen should look familiar to you It’s an AP invoice record. With the various tabs housing the various data elements required: Invoice header information, General Ledger distributions, etc.
In NXT, everything appears on the glass. Built with responsive design, data flows from left to right and up and down the page in a simple easy to use new interface.
The cloud based solution will continue to bring you all of the features, functionality and integration you are accustom to with The Financial Edge. Everything you need to maintain your financials, monitor and track program success, manage relationships, and support fundraising teams and funders.
Blackbaud continues to be your total solution provider. With everything in one cloud, uniting your organization and connect them to the world they serve, at their desk or in the field. Best in class security means that you and your funders can rest assured that the knowledge and support of thousands of security experts keeps your data centralized, safe, and backed up within a reliable, protected environment.
Totally connected and totally driven to customer success, we support you every step of the way: from ongoing training to best practices to technical support, we provide instant help when you need it.
So let’s talk about where we go from here, and how:
Product development will release enhanced functionality every one to two months as we port functionality from FE to FE NXT. These upgrades will be seamless and require no effort from your organization.
Welcome to Your Path to FE NXT!
Introduce yourself… Blackbaud Role… Tenure and/or experience…
Identify your audience:
Hands for finance department members (potentially ask about Developers or DBA’s depending on response)
How many people currently use the Financial Edge?
Participated in the implementation?
>5 years as a client?
Anybody from AFN?
RE?
Integrated?
Now that you’ve seen the product and gained incite into the product roadmap, the next logical question is how and why should you’re organization move to FE NXT.
Data migration and system upgrades can be tricky. Often resembling a new system implementation. They typically require mapping documents, data conversion, system training and testing, and often require you to be done for a week or more prior to deploying the new ‘upgraded’ solution.
One #1 guiding principle was to make the transition to NXT easy for you
No loss of functionality
No data conversion
No implementation or training services required.
Upon migrating to NXT, your data becomes available in NXT with no intervention from your organization. We’ve cut a clear path for you so you don’t have to worry about losing hours while navigating your organization onto a new platform.
You’ll instantly receive real time access from the cloud. Allowing for access via PC, Tablet, or mobile devices!
The driving design goal for FE NXT is to be intuitive and end user friendly out of the box as possible. Gone are all the tabs of FE as everything will appear ‘on the glass’ in FE NXT. Screens have been designed in such a way that current end users of The Financial Edge will require little or no training to adopt FE NXT.
The cloud based solution will continue to bring you all of the features, functionality and integration you are accustom to with The Financial Edge. Everything you need to maintain your financials, monitor and track program success, manage relationships, and support fundraising teams and funders.
All with a new look and feel. Moving from the old tabbed approach of displaying data to a paneled everything ‘on the glass’ layout.
What can you do to get ready?
First of all we need to get into the Blackbaud cloud, so defining what that requires for your organization will be important.
What can you do to get ready?
Take the opportunity to scrub your database and perform general system and database clean up.
Scrub Vendor/Client/Master Records lists
Inactivate out dated records, accounts, and projects
Close fiscal years
Delete old reports and queries
Review End User Security models
Etc.
What can you do to get ready?
Consider engaging with our Professional Services team
From small general training on the system and navigation
To more engaged services
Full end user training (perhaps many at the organization haven’t received any formalized training)
Perhaps new features have become available based upon the software band selected.
Database review and health screening
Generic consulting pass, in which you prepay a block of hours to use over the course of a year at a discounted rate
Finally, you may have parachuted into your organization and an inherited a poorly configured database with an even worse general ledger structure. This could be the opportunity to invest back into your organization with a re-implementation as part of your migration to FE NXT. Almost treating the move to FE NXT as an implementation of a new accounting solution. Without, the software and services cost associated to an implementation. We can either quickly create a new blank database leveraging your existing master records under a new general ledger structure; or we can develop a mapping document and move your historical information as well, as if you had been processing under the new account structure all along.
Finally, you may have parachuted into your organization and an inherited a poorly configured database with an even worse general ledger structure. This could be the opportunity to invest back into your organization with a re-implementation as part of your migration to FE NXT. Almost treating the move to FE NXT as an implementation of a new accounting solution. Without, the software and services cost associated to an implementation. We can either quickly create a new blank database leveraging your existing master records under a new general ledger structure; or we can develop a mapping document and move your historical information as well, as if you had been processing under the new account structure all along.
