Customer Name

Clarizen as a Solution

ResourceManagement

Conversations

Issue Tracking

Time& Expenses

Budgeting

Planning & Scheduling

Bringing together Structured and Unstructured Data

Differentiators

Clarizen as a Platform

• Clarizen App Marketplace• Highly customizable• Published API• Partner integrations• InterAct email engine

Everything in the Cloud

• Robust project/portfolio management• Conversations • Email• Issue tracking• Time tracking• Budget management• Documents and attachments

Usability & Team Adoption

• High end user value• High usability and adoption• Collaborative• Generates real-time visibility at each

user level• Visibility creates cycle of success

Business Model

• 30-day Free Trial• Friction-free sales process• Easy onboarding • Pure SAAS model• Price/Performance

Clarizen as a Platform

Intacct – Clarizen Solution Overview

Business Process, User-Centric Integration

Advanced project & workforce mgmt. solution to manage the

service execution process.

User: Service Delivery

• Project Management• Resource Management• Resource Scheduling• Task & Milestone Management• Tracking Project Time• Tracking Project EE Expenses

User: Finance

• Project Invoicing• Expense Reimbursement• Collections• Revenue Recognition• Procurement• Labor Costs • Financial Reporting

Robust accounting platform to manage the financial

implications of service delivery

Intacct-Clarizen Integration - Highlights

Manage & Track Project

Delivery

Clarizen system of record :• Projects• Tasks• Resources (Users)• Billable / Non-billable Hours• Billable / Non-billable

Expenses• Flat rate charges• Billing Rates (optional) • Project Budgets (TBD)

Service Delivery

Manage Project

Financials

Financial Mgmt.

Intacct system of record :• Invoicing • Reimbursing expenses• Labor costs / posting to the GL• Billing rates (optional)• Statistical journal entries • Financial Reporting • Project Profitability• Customer and Employee Records

Intacct-Clarizen

Integration

Data Integration

Automatic synchronization of project data to enable accurate and timely billing, labor cost posting, expense reimbursements and financial reporting• Clarizen project data, time,

expenses (new & updates) sent to Intacct

• Project & financial records updated in Intacct

• Invoicing and Expense Status Returned to Clarizen

• New projects or customers

Intacct-Clarizen Integration

Service Delivery

Workflow for Timesheets

Timesheets

Peop

le/

Role

Proc

ess

Clar

izen

Inta

cct

Finance / Accounting

Time Tracking Billing

FinancialPosting ReportingClarizen

Integration

Enter Timesheets

Submit for Approval

ApprovedTimesheets

ExportTimesheets

Intacct Timesheet

InvoiceBillable Hours

Post toIntacct GL

Financial andManagerial

ReportsTrack

Labor CostsNo

Yes

Timesheets MarkedAs Invoiced

Billable?

OperationalReports

Service Delivery

Workflow for Expenses

Timesheets

Peop

le/

Role

Proc

ess

Clar

izen

Inta

cct

Finance / Accounting

ExpenseReporting

ExpenseMgmt.

FinancialPosting

FinancialReporting

ClarizenIntegration

Enter Expenses

Submit for Approval

ApprovedExpenses

ExportTimesheets

ExpenseReports

InvoiceBillable

Expenses

Post toIntacct GL

Financial andManagerial

Reports

No

Expenses ReportsMarked As Invoiced

Billable? Reimburse?No

ReimburseEmployee

YesYes

OperationalReports

Intacct-Clarizen Integration - Key Benefits

• User-centric, business process focused integration delivers ‘best in class’ functionality− Service teams benefit from using Clarizen to

manage and track all aspects of service delivery

− Finance teams benefit from using Intacct to manage the financial aspects of service delivery

• Visibility, alignment and consistency between sales, service and finance

• Improved finance and service productivity

Intacct-Clarizen Integration Highlights

Automatic synchronization of Clarizen project data to Intacct for accurate and timely billing, labor cost posting, expense reimbursement and financial reporting

Clarizen system of record :• Projects• Tasks• Resources (Users)• Billable / Non-billable Hours• Billable / Non-billable Expenses• Flat rate charges• Billing Rates (optional) • Project Budgets (TBD)

Intacct system of record :• Invoicing • Reimbursing expenses• Labor costs / posting to the GL• Billing rates (optional)• Statistical journal entries • Financial Reporting • Project Profitability• Customer and Employee Records

• Project data, time, expenses (new & updates)

• Project & financial records updated in Intacct

• Invoicing and Expense Status Returned to Clarizen

• New projects or customers