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BEST IN CLASS WEB BASED
ACCOUNTING SYSTEM
FEATURING
Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
SEPTEMBER 13, 2017
Page 1
WHAT’S ON TAP
INTRODUCTIONS & AGENDA
ON-PREMISE VS. HOSTING VS. CLOUD
KEY ISSUES FACING ORGANIZATIONS
INTRODUCTION TO SAGE INTACCT
DEMONSTRATION OF SAGE INTACCT
QUESTIONS & ANSWERS
Page 2
MUTUAL INTRODUCTIONS
WHO’S IN THE ROOM?
Your name and organization
Size of organization
Current accounting system
Challenges & concerns with current system(s)
What would your ideal accounting system look like
RAFFA
Seth Zarny – Partner
Buu-Linh Tran – Manager
Jeremy Taro – Account Executive
Page 3
DO YOU NEED THE NEW SOFTWARE?
Hint – Sometimes You Need to
Change Your Software!
Page 4
LARGEST ACCOUNTINGS SYSTEMS PROVIDER
• We support over 1,500+ Nonprofit and Professional
Services organizations nationally.
• 300+ specialists on staff at all levels
• Support over 300Financial System Clients
• Certified System Consultants, Certified Project Management
Professionals, Business Process Consultants
33+ YEARS SERVING DC, MD & VA
17 PARTNERS, INCLUDING 10 WOMEN PARTNERS
WOMEN-OWNED FIRM
MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
PRIME GLOBAL ALLIANCE MEMBER
RAFFA OVERVIEW
Raffa is nationally recognized with access to all the
resources of the largest international firms. Our mission is
be a catalyst for positive, systemic change in our
communities.
WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• Software Development
• Managed IT Services & CIO Advisory
• Audit and Tax
• Managed Accounting
• HR Consulting
• Business Advisory
• Forensics and Litigation Support
• Employee Benefit Plans
• Search and Transition Services
NATIONALLY RECOGNIZED:
• Top 100 Largest Accounting Firms
• Top 100 ERP VAR (Bob Scott & Accounting Today)
• Top 100 and Fastest Growing Value Added Reseller
Page 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.
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.
Page 6
CLOUD: KEY ATTRIBUTES
AGILITY: IMPROVED RE-PROVISIONING
COST: MEASURABLE RETURN ON INVESTMENT, COSTS DISTRIBUTED
OVER MANY USERS
DEVICE & LOCATION INDEPENDENCE: ALL HTML5 SUPPORTED DEVICES
CAN CONNECT
MULTI-TENANCY: KEY ISSUE FOR ERP
RELIABILITY: MULTIPLE REDUNDANT FAILOVER SITES & SYSTEM
SECURITY
SECURITY: PROVIDERS DEVOTE MORE RESOURCES
MAINTENANCE: UPGRADES INSTALLED CENTRALLY DOWNTIME
ELIMINATED
Page 7
ON-PREMISE: KEY ATTRIBUTES
CONTROL – YOU MAINTAIN CONTROL IN YOUR ENVIRONMENT
INTEGRATION WITH ORGANIZATION APPLICATIONS
CUSTOMIZATIONS: UNDER YOUR CONTROL
SECURITY: PLUSES & MINUSES
ACCESS: REMOTE ACCESS & CONTROLLED USERS
LOCAL DATA: DATA IS ACCESSIBLE
KNOWN COSTS: TRADITIONAL COSTS (HARDWARE & SOFTWARE)
MATURE SOFTWARE VENDORS
Page 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
Page 9
KEY EVALUATION CRITERIA
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?
Page 10
INTRODUCTION TO SAGE INTACCT
BEST IN CLASS FINANCIAL MANAGEMENT SYSTEM
True Software-As-A-Service (SAAS)
Local Partners
Annual Subscription Costs
Preferred provider of the AICPA
STRONG FINANCIAL & ACCOUNTING FUNCTIONALITY
Outgrowing QuickBooks
Interested in Cloud Financials
Nonprofit Focus
Project Oriented Firms & Professional Services Firms
Business Process Automation
JE, AP, AR, Purchasing, Grants, Bank Rec
Time & Expense
Billing & Revenue Recognition
VERY SATISFIED CLIENT BASE (OVER 11,000 CLIENTS)
WORLD-CLASS DATA CENTER OPERATIONS
99.992% availability for 2016
Industry leading SLA’s
SSAE 16 Audited & PCI DSS Compliant
Successful DCAA Audits
Multi-Company
Multi-Entity
Multi-Currency
Consolidated Financials
Real Time Financial Visibility
Prebuilt Financial Reports
Dashboards
Page 11
INTACCT PARTNER ECOSYSTEM
120+ partners 75% of customers integrate with 2+ partners
Integration & Web Services Flexible Reporting Unlimited Dimensions Workflow
Automation Intuitive & Easy to Use Large Ecosystem of 3rd Party Software Partners
Page 12
SAMPLE INTACCT CLIENTS
95% Customer Satisfaction
Real
Value 11,000+ Growth Companies
Growing with
Intacct
Page 13
INTACCT SOLUTION PRESENTATION
Page 14
INTACCT DIMENSIONS
DIMENSIONS
Customer
Vendor
Employee
Entity Department Project
Class
Item
Who?
Where?
What?
Collect key data for analysis
Page 15
QUESTIONS & ANSWERS
Seth Zarny – Partner
301.279.6500
Buu-Linh Tran – Senior Manager
301.279.6511
Jeremy Taro – Account Executive
301.279.6504
Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
Page 16
Nonprofit Dashboard
Page 17
Nonprofit Dashboard
Page 18
Nonprofit Metrics Dashboards
Page 19
Board Member Dashboard
Page 20
CFO Dashboard
Page 21
Controller Dashboard
Page 22
Department Manager Dashboard
Page 23
Grant Manager Dashboard
Page 24
Program Manager Dashboard
Page 25
Project Manager Dashboard
Page 26
HR Manager Dashboard
Page 27
Consolidated Financial Statements
Page 28
Budget Position Dashboard
Page 29
Cash Analysis Dashboard
Page 30
Compliance Dashboard
Helping Great Organizations Thrive