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Cloud ERP Software
February 2010
Acumatica Confidential
Acumatica Overview
December 2009 Slide 2
ERP, The Way You Work
Advanced ERP Features
• Multiple currencies, tax structures,
• US GAAP, IFRS, more• Workflows, approval paths• Flexible account and sub-
account definitions• Role-based security• Documents and files• Wiki-based help, email
templates, notifications• Integrated with CRM
Flexible,Evolves with You
• Switch between cloud and on-premise deployment
• Switch between perpetual and SaaS-based licensing
• Standard reports + report writing tools
• Customization tools and source code
• User defined dashboards• Language and
nomenclature choices
Web-based,No Trade Offs
• Access from anywhere – with client-server performance
• Involve everybody – and maintain control of sensitive data
• Consolidate remote operations – without impacting workflow
• No client to manage – works in any browser
Acumatica Confidential
Access From Anywhere
Cloud Ready Technology
December 2009 Slide 3
At Home
On theRoad
Main Office
RemoteOffice
Involve Everybody
Sales &Marketing
Finance
Advisors &Partners
Executives
Flexible deployment models
Softwareas a
Service
On a hostedserver
On a cloudservice
On clientpremise
Acumatica Confidential
The Path to SaaS is not One WaySwitch deployments as your needs change
December 2009 Slide 4
Benefits with both models• No client software - desktop performance• Priced by server (CPU core) - unlimited users• Fully customizable - standard technologies
Traditional Software• Own a perpetual license• Run in your environment• Maintenance optional
SaaS Solution • Includes hardware• Includes upgrades• No IT resources required
Acumatica Confidential
Who Uses Acumatica?Acumatica is ideal for mid-sized businesses that:
Have multiple locations and partnersHave remote employees and workersRequire features more advanced that QuickBooks and ACT!Require a customized solutionHave changing business requirements
Verticals and locations:Accounting and financial functionality works across almost any verticalWorldwide currency and language customization
December 2009 Slide 5
Acumatica Confidential
Acumatica Saves You MoneyInitial Savings
• Save on deployment and maintenance by eliminating client software
• Consolidate operations across remote offices, distribution centers, subsidiaries, and partners.
• Choice of deployment ensures lowest operations cost
Longer Term Savings• Server-based pricing involves everybody (internal
and external) in business process improvement• Pre-integrated ERP/CRM reduces number of system
interfaces to build and maintain• Standard platform ensures availability of
competitively priced development resources
December 2009 Slide 6
Acumatica ConfidentialA
cum
atic
a A
pplic
atio
n M
odul
es
Acumatica Solutions
December 2010 Slide 7
Acu
mat
ica
Plat
formReport Writer
Dashboards and KPIs
Wiki Management
Document Management
Customer Management
Lead Management
Case Management
Contact Management
Campaign Management
Inventory Management
Purchasing Management
Order Management
Requisition Management
General Ledger
Accounts Receivable
Accounts Payable
Currency Management
Cash Management
Tax Management
Revenue Recognition
Timesheets & Expenses
Fixed AssetsInte
grat
ion
Serv
ices
Con
nect
or
AP
IIn
tegr
atio
n To
ols
Part
ner M
odul
es (b
uilt
with
SD
K)
ED
IP
rope
rty M
anag
emen
t
Inte
grat
ed P
artn
er S
ervi
ces
Pay
roll
Bud
getin
g / F
orec
astin
gTa
x C
alcu
latio
n / F
iling
E-C
omm
erce
Shi
ppin
g / L
ogis
tics
CRM Modules
Financial Suite Modules
Distribution Suite Modules
Partner Modules
Stand Alone Modules
System Modules
Acumatica Confidential
People, Apps, DocsIntegrate Applications, People, and Documents
Most ERP companies integrate applications – Acumatica addresses all business needs
December 2009 Slide 8
Entity IntegrationPeople Detailed access policies allow all employees,
investors, and partners to use one system for different purposes.
Applications Integration among financial modules delivers consistent security, reporting, and auditing.
Documents A content management systems allows you to attach notes and business documents directly to transactions.
People ApplicationsEmployee
sContractorsPartnersTemps
FinancialsInvoicingTime BillingReporting
DocumentsForecastsReceiptsManualsProcesses
Acumatica Confidential
Advanced Financial FeaturesAdvanced features
Flexible accounts and subaccountsMultiple currenciesCustomizable dashboardsCurrency translationRobust securityInternational taxes
See Acumatica features in this presentation for more details
December 2009 Slide 9
Affordable (small business)
Low value
Expensive (large businesses)
High value(medium business)
Cost of Ownership
Feat
ures
and
Fun
ctio
nsco
mpr
ehen
sive
basi
clow high
Client-serversolutions
PC-based
solutions
SaaS-only
solutions
Web-based solutions
(Acumatica)
Acumatica Confidential
CustomizationAcumatica can be customized
December 2009 Slide 10
Type Experience Customization CapabilitiesWeb-Based Configuration Tools
Business Configure structure of account codes, sub-account codes, security policies, approval processes, currencies, and several other variables.
Web-Based Graphical Tools
Business Build custom dashboards, screens, and modify business logic for clients. VARs with programming experience can use tools to isolate code and modify business logic.
Report Writer Business &Computer
Build industry specific or client specific reports. Customize financial statements.
Web Services API
Business &Programming
Integrate Acumatica with other client business systems. Import/export transactions and data using the same business logic as our applications.
Developer Suite
Business & Programming
Build new applications for clients with specific industry and business process needs using Microsoft Visual Studio and C#.
Acumatica Confidential
Acumatica Security Overview
Physical Security
Transmission Security
Storage Security
Access Security
Data Security
All application code runs on the server – which can be deployed on premise or at a secure datacenter
Each session is authenticated and all communication is encrypted without the need for a VPN
Data is stored on the server and encrypted. The only access to sensitive data is through the business logic.
Application Security
Object level access controls provide role-based access to specific screens, inquiries, fields, and reports.
Access permissions extend to accounts, sub-accounts, customers, and other objects for all screens, inquiries, and reports.
All application code and verification logic is managed on the server to eliminate client-side data manipulation.
December 2009 Slide 11
Acumatica Confidential
Technology ChallengesBuilding a web application
Support all major browsersMinimize network traffic100% functionality via webDon’t trust data from clients
Multi-tenant applicationsScalability and high application densityData securityCustomization
ArchitectureStandards based – non-proprietaryAPIs
December 2009 Slide 12
Acumatica Confidential
How Acumatica Works
December 2009 Slide 13
1. Client opens browser and logs into application using secure login.
2. Acumatica sends JavaScript with field validation logic and static classes to browser.
3. Client uses GUI to request data, reports, or dashboards.
4. Acumatica sends only the data that was requested – static HTML and business logic are cached at the browser.
5. Data entered or changed by user is sent back to Acumatica for complete validation and writing to database.
Use a branded URL
Customized views and reports for each
user
1
2
3
4Requested data
Data request
5New data
Internet
AcumaticaServer
Acumatica Confidential
Dat
acen
ter
Windows Servers with .NET
Run on Common PlatformsAcumatica runtime is built on top of the Microsoft .NET platform
Applications run on Windows Server with the .NET 3.5 frameworkOptimized for Microsoft SQL Server• Express, Workgroup, Standard, or Enterprise• Same application code can work with other databases
December 2009 Slide 14
Application Server 1
Application Server 2
Application Server 3
Microsoft SQL Server
Database ClusterLoad
Balancer
Use
r Int
erfa
ce User 1 Browser
User 2 Browser
User 3 Browser
Acumatica Confidential
Feature: Dashboards
December 2009 Slide 15
In Design mode users can click buttons to modify the location of dashboard items.
Users can add items to the dashboard from any screen. The setup process takes only a few seconds and can include specific data and fields.Inquiries can be displayed as charts or tables to provide information. Click the item to drill down to a detailed report.
Feature: Customizable DashboardsEasy to customize From any report or inquiry screen, click the dashboard
menu to add a chart or a graph to your dashboard. Select the fields you want to see.
User specific Each user can customize their home dashboard as well as dashboards for specific modules
Drill down to data Each dashboard graph or table links to a screen with detailed data so users can rapidly find the information that they need.
Instructions or data Provide novice users with links to wiki help pages instead of data.
Acumatica Confidential
Feature: Multi-Currency
December 2009 Slide 16
Feature: Multi-Currency FinancialsMultinational management
Maintain separate GL accounts for worldwide offices in different currencies. Specify when translations occur and which rates to use.
Currency revaluations
Automatic creation of journal entries for all foreign currency accounts including calculation of the revaluation gain account.
AR and AP accounts Maintain vendor AP and AR accounts in different currencies.
Business process Release revaluations after review, balance, and approval. Void transactions that have been previously released.
Multi-currency support for general ledger, accounts payable, and accounts receivable accounts. The revaluation shown here for an accounts payable accountMaintain separate historical spot rates, buy rates, sell rates.Automatic maintenance of unreleased transactions. Ability to release transactions and void previously released transactions (as shown).
Acumatica Confidential
Feature: Account Structure
December 2009 Slide 17
Feature: Flexible Account Codes and Subaccount CodesLedgers Build separate ledgers representing different operating
units and budgets.Account codes Maintain asset, liability, equity, income, and expense
accounts. Configure specific accounts such as cost of good sold, interest income, etc.
Subaccount segments
Define sub-account length and segment definitions to provide information about division, department, location, product, etc.
Consolidating values Create mappings so accounts and subaccounts can be rolled up in reports to the parent company even if codes do not match exactly.
Establish different business locations which have different currencies than the base currency of the parent company.Special GL accounts, year-to-date-net –income and retained-earnings are automatically maintained by the system. Accounts include user-defined descriptions for reporting and filtering. Subaccount length and segment definitions provide flexible budgeting and reporting.
Parent Company General Ledger
GL Optimistic Division 1
GL Reporting Division n
Subaccount 00-0-00-
000
Subaccount 05-A-US-
000Subaccount 05-A-RU-etc
Subaccount 00-000-000
Subaccount 05-US1-000
Subaccount 05-RU1-etc
Account100000000
0Account
1031000000
Account600000000
0Account
104B000000
Account604B00000
0
Account100000000
0Account
1031000000
Account600000000
0Account
104B000000
Account604B00000
0
GL Actual Division 1
Acumatica Confidential
Feature: Business Wiki
December 2009 Slide 18
Feature: Business Wiki for Document SharingScreen based help A wiki article is linked to each system screen so when
users click a help button, they are immediately taken to relevant information. Users can change help information with little effort.
Article History A history of each article is kept so users can see and verify recent changes.
Article Status Maintain draft versions, reviewed versions, and published versions of articles to create workflows and approvals for article publication.
Wikis provide help for each screen. Users can easily customize the wiki to document specific issues and concerns for their organization.
Wikis require no training and are easy to edit and modify by everybody within your organization without any training. Users can add files and documentation to wiki articles.
Users can create new wikis for document sharing among departments and project teams.
Acumatica Confidential
Feature: Attached Documents
December 2009 Slide 19
Attaching the sales invoice as well as a picture of the item purchased provides full documentation for auditors.
Attaching notes may provide auditors and others with information you need to convey about the entry.
Files and notes can also be attached to specific transaction details.
Feature: Business Evidence – Attached FilesAttached documents Add supporting files to all business documents including
GL, AP, AR, and wiki screens. These documents are linked to the transaction so they are immediately available to an auditor or somebody who needs more detail.
Batch or details Attach files to the batch or the transaction details depending on how specific the attachment.
Notes Attach text notes directly to batches or transaction details to describe specific concerns.
Acumatica Confidential
Feature: Access Security
December 2009 Slide 20
Feature: Access and Data SecurityRole Based Create roles with specific security profiles to simplify the
account setup process. Details can be specified or inherited from higher levels.
Data Level Security Permissions (view, add, delete, modify, inherited) can be specified for each object including screens, reports, inquiries, and others. Specific accounts and sub-accounts can also be protected.
Restriction Group Restriction groups allow you to create a role that can only view specific data or can view all data except specific data.
Enforcement Data restrictions are enforced everywhere - reports, screens, etc.
The US sales team can be granted access to specific accounts or access to the entire US sales database.
Specific roles can be established to simplify the process of setting up users. Exceptions can easily be created.
Policies and other general documents can be shared with everybody.
Transaction
CEO, CFO
UK Finance
USA Purchasing
USA Salesperson
UK Customer Invoice #123 US Customer Invoice #987
US Purchase Order #ABC US Purchase Order #ZYX Global “stretch” budget Company policy document
Acumatica Confidential
Feature: Efficient Data Entry
December 2009 Slide 21
Feature: Efficient Data EntryOn the fly entry Allow users to enter new account and subaccount values
when entering journal transactions or restrict use to pre-existing values.
Predictive data entry
Selecting an vendor or customer automatically predicts location, terms, currency, taxes, and other items. Auto-prediction also occurs after selection of inventory ID, cash account, and several other items.
Customized screens Arrange fields so data entry follows your business processes.
Favorites Add favorites to quickly navigate to commonly used screens.
Selecting on-the-fly-entry allows users to enter new account and subaccount values during data entry.
With 2 keystrokes, users can navigate quickly inside selection boxes (here we show a user locating accounts that begin with “60”.
Selecting a vendor automatically populates most of the remaining fields including the account and sub-account.
Acumatica Confidential
Feature: International Taxes
December 2009 Slide 22
Feature: International Tax SupportMultiple tax types Acumatica supports VAT, sales, use, and withholding
taxes. Tax Categories and Tax Zones
Create tax categories to establish taxes based on the types of products and services. Create tax zones to establish taxes based on the location of the vendor and customer.
Manage tax complexity
Manage the complexity of taxes such as whether to apply tax-on-tax, whether to apply tax on the item amount or discount amount, whether to round at the item level or document level, and more.
Set the type of tax and detailed tax schedules.
Assign default accounts and sub-accounts for taxable transactions, including accounts for tax agencies.
Establish start and end dates to taxes depending upon legislative requirements.
Acumatica Confidential
Feature: Multiple Ledgers
December 2009 Slide 23
Feature: Multiple Ledgers / ConsolidationsMultiple ledger types
Acumatica supports actual, budget, reporting, and statistical ledgers.
Multiple currencies Specify a base currency and maintain transactions in original currencies.
Consolidations Automatically perform consolidations with currency translation and provisions for eliminating intra-company transactions and adjustments.
Budgets Create budgets based on changes from prior years. Require budget approvals.
Create budget templates with only selected accounts and subaccounts
Consolidated Ledger – Actual 2008
Division 1 Division 2
Subaccount 00-0-00-
000Subaccount
05-A-US-000
Subaccount 00-000-000
Subaccount 05-US1-000
Account US$
1000000000
AccountUK£
1000000000
Compare ledgers in different currencies (budget versus actual, current versus last year, etc.)
Create mappings so accounts and subaccounts can be consolidated even if codes do not match exactly.
Division 1 Division 2
Subaccount 05-A-US-
000Subaccount 05-US1-000
Account US$
1000000000
AccountUK£
1000000000
Consolidated Ledger – Budget 2009
Acumatica Confidential
Feature: Business Processes
December 2009 Slide 24
Feature: Customized Business ProcessesApproval policies Set policies to require approvals of invoices, payments,
budgets, and journal entries. Security policies Control who can approve and who can view specific
transactions and documents. Create permissions for people to create transactions, approve transactions, run jobs, release reports, pay invoices, etc.
Scheduled transactions
Create recurring transaction schedules in GL, AP, or AR.
Create daily, weekly, monthly, or financial period recurring transactions.
Designate specific users to have processing capabilities.
Each step can be controlled by users with specific access rights.
Enter New Transaction
Initial review – remove “hold”
Review and release batches
Post transactions to GL account
Scheduled and recurring
transactions
Run/prepare scheduled tasks
Optional review of released batches
Sample Journal Transaction Workflow
Designate specific users with approval capabilities.
Acumatica Confidential
Feature: Sales Management
December 2009 Slide 25
Feature: Sales and Customer Management ProcessesLead management Manage leads obtained from web forms, imported lists,
or order entry. Assign leads based on customized decision logic.
Opportunity management
Involve workgroups to create a team approach to selling. Use pipeline reports and analysis to improve sales processes.
Account management
Maintain notes, contracts, and contacts from first sales call to service.
Activity management
Track tasks, overdue actions, and items assigned for follow up.
Assign, track, and manage tasks assigned to you or your team. Track overdue and follow up tasks.
Customize a dashboard to include leads, opportunities, contacts, and accounts.
Track close rates, customer sales, revenues, budgets, or commissions.
Acumatica Confidential
Next StepsWatch Videos:
http://www.acumatica.com/productvideos/default.aspx
Schedule a Demo: http://www.acumatica.com/salesrequest/default.aspx
Contact Us:[email protected] x128
December 2009 Slide 26