Intacct Cloud Based Accounting System Seminar Seth Zarny – Partner Buu-Linh Tran – Senior Manager Jeremy Taro – Account Executive

Thrive. Grow. Achieve.

January 14, 2015

WHAT’S ON TAP

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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

DO YOU NEED THE NEW SOFTWARE?

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Hint – Sometimes You Need to Change Your Software!

MUTUAL INTRODUCTIONS

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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

WHAT IS THE CLOUD?

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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.

CLOUD – CLAIMED KEY ATTRIBUTES

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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

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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MIXED CLOUD & TRADITIONAL VENDORS

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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

KEY DECISION CRITERIA TO CONSIDER

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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?

INTRODUCTION TO INTACCT

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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

INTACCT’S RELEVANT EXPERIENCE

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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

INTRODUCING INTACCT’S CORE PILLARS OF SUCCESS

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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

Best in Class Financials

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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”

DEEP VISIBILITY

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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

FLEXIBILITY & CONTROL

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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.

SUPERIOR RETURN ON INVESTMENT (ROI)

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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

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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

INDUSTRIAL GRADE OPERATIONS

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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

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

INTACCT CLIENTS ARE ENJOYING TREMENDOUS SUCCESS

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TOP 100 CPA FIRMS PUBLIC COMPANIES

INTACCT SOFTWARE PRESENTATION

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DEMO

QUESTIONS

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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