1. Intacct Cloud Based
Accounting System
Seth Zarny, Buu-Linh Tran, and Jeremy Taro
RAFFA Technology
April 24, 2012
Thrive. Grow. Achieve.

2. WHAT’S ON TAP
• 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
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3. DO YOU NEED THE NEW SOFTWARE?
Hint – Sometimes You Need to Change Your
Software!
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4. MUTUAL INTRODUCTIONS
• Who is in the Room
• Your Organization
• Size – employees
• Current Accounting Solutions
• Challenges
• RAFFA
• Seth Zarny
• Glenn Anstead
• Jeremy Taro
• Brief Background and Qualifications
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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.[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.
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6. CLOUD – CLAIMED KEY ATTRIBUTES
• 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
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7. 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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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
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9. KEY DECISION CRITERIA TO CONSIDER
• 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
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10. INTRODUCTION TO INTACCT
• Newer Cloud Based ERP System
̵ True Cloud Based
̵ 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 – Prof services
̵ Very Strong Financials
̵ Multi-Company
̵ Multi-Currency
̵ Multi-Organizational Rollup
̵ Cost Effective
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11. INTACCT’S RELEVANT EXPERIENCE: INTACCT -
FINANCIALS & SERVICES –
FOR PROFIT & NOT FOR PROFIT
HELPED HUNDREDS OF BUSINESSES LIKE
YOURS ACHIEVE A SIGNIFICANT ROI BY:
Case Examples
• 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
“Intacct has rich functionality,
processes great reporting and it’s
tremendously flexible. Intacct
• Streamlining the capture of time and expenses makes us more productive,
allowing us to strategically
incurred by your services organization redeploy some of our staff –
ultimately saving the company
more than $100,000 annually in
added salary.”
CEO
ASP Global Services
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12. INTRODUCING INTACCT’S CORE PILLARS OF
SUCCESS
SINCE WE ARE INTO FINANCIALS, LET’S DO A LITTLE MATH …
Best in Class (Cloud) Superior YOUR
Financials ROI SATISFACTION
Deep Visibility Flexibility & Control
“Get the Edge” "You're in Charge”
Leadership Insights
Adapt the
Maximize the
Power of Our
Value of Your Data Software
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13. BEST IN CLASS FINANCIALS
• 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”
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14. DEEP VISIBILITY
“GET THE EDGE” LEADERSHIP INSIGHTS
• 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
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15. FLEXIBILITY AND CONTROL: “YOU’RE IN
CHARGE”
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 dynamic business
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16. SUPERIOR ROI
SHIFT COST AND RISK TO INTACCT
 Subscription-based pricing model - Pay Ongoing Cost Comparison
only for what you need
On-Premises On-Demand
− “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 • Ongoing IT workload • Subscription fee
− No IT infrastructure and on-going • Fixes, Patches • Training
• Maintenance & upgrades: • Configuration
operational costs • Hardware
− No additional upgrades costs • Network • Security
• Downtime • Database
− Continuous product innovation • Performance tuning
• Rewrite customizations
− Industrial-grade infrastructure • Rewrite integrations
with guaranteed service levels • Upgrade dependent applications
and operational excellence • Disaster recovery
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17. SUCCESSFUL IMPLEMENTATIONS:
EASILY MIGRATING TO “CLOUD” FINANCIALS
 Experienced project
managers and consulting
services with deep industry
and financial expertise
 1,000s 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
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18. INDUSTRIAL-GRADE OPERATIONS
TRUST US WITH YOUR FINANCIAL DATA
 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
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19. KEEPING YOU SATISFIED
SAAS = SOFTWARE + SERVICE
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
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20. Intacct has the most and fastest growing momentum
of any firm in the financial software industry
• Over 800 net new customers in
2010; 4,000+ in all
− ~20,000 entities using
Intacct
− Very high retention and
minimal churn
• 80% year over year growth in CQ4,
2010 in total new subscriptions
• AICPA preferred financial
management application
• Customer and industry awards and
recognition
• 12 years production proven
experience and continuous
innovation in the cloud
• Sources: 2010 Published Net New Customer Growth Data of Cloud
Financial Management Solution Providers
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21. OUR CLIENTS ARE ENJOYING TREMENDOUS
SUCCESS
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22. NEXT STEPS
Initial Contact Discovery Buy-in & Demos Implement Support
DONE Today Next 1. Validate scope 1. Post
and document implementation
1. Introduce 1. Review Details
CLOSURE & CONTRACT
project plan training and
Ourselves of Intacct
support
Offering 2. Define final
2. Confirm our
requirements 2. Post
Understanding 2. Consensus
implementation
of Your Needs Meetings to 3. Build to needs
‘health checks’
3. Illustrate Review Intacct 4. Test the system
With Your Key 3. 24 x 7 access to
Relevant Case 5. Final training
Stakeholders Intacct customer
Example and rollout portal: User
4. Introduce 3. Live Demo(s) of
6. “FastTrack” for community, best
Intacct Relevant
General and practices,
Functionality
5. Agree on Next Select Vertical knowledge base
Steps 4. Detail Rqmts. Businesses 4. Ongoing product
and Config.
enhancements
Scoping
5. Pricing
Typical Durations: 2 to 12 Weeks
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23. APPENDIX
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24. QUESTIONS?
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