The document provides an overview and comparison of leading ERP software products. It discusses the agenda, including how to select accounting software and reviews of top products like Dynamics GP, Dynamics SL, and Intacct. The presentations provide summaries of each software, highlighting key features. It also covers considerations for choosing between cloud-based versus on-premise systems.

1. Thrive. Grow. Achieve.
Financial & Accounting
Systems Comparison
Seminar
Comparison of Leading ERP Products
Seth Zarny - Partner
Victoria Fairhead – Senior Manager
Buu-Linh Tran – Senior Manager
September 24, 2013

2. WHAT’S ON TAP
• INTRODUCTION & AGENDA
• HOW TO SELECT ACCOUNTING SOFTWARE
• EFFECTIVE ACCOUNTING SYSTEM
IMPLEMENTATIONS
• REVIEW OF TOP ACCOUNTING PRODUCTS
• DEMONSTRATIONS
• DYNAMICS GP
• DYNAMICS SL
• INTACCT
• Q&A
2

3. DO YOU NEED THE NEW SOFTWARE?
HINT – SOMETIMES YOU NEED TO CHANGE YOUR SOFTWARE!
3

4. SEMINAR AGENDA
• DECIDE WHEN TO REPLACE YOUR
FINANCIAL SYSTEM
• REVIEW PROCESS FOR SELECTING
APPROPRIATE SOFTWARE
• PROVIDE OVERVIEW OF LEADING
FINANCIAL PACKAGES
• PRESENT DEMO OF 3 LEADING
PRODUCTS
• Microsoft Dynamics GP
• Microsoft Dynamics SL
• Intacct
4

5. ACCOUNTING SYSTEM LIFE CYCLE
1 TO 2 YEARS OLD - INFANCY
• Limited features, missing modules
• Bugs
3 TO 4 YEARS OLD - CHILDHOOD
• Young product
• 3rd party modules, bugs, early developer
team
5 TO 6 YEARS OLD – ADOLESCENCE
• Move to next technical version
• Product Performance
• Modules with different strength
5

6. ACCOUNTING SYSTEM LIFE CYCLE
(CONT)
• 7 TO 11 YEARS OLD - MATURITY
• Maturity and Respect
• Vertical focuses
• Advanced features and capabilities
• Strong Channel
• 12 TO 15 YEARS – OLD AGE
• Technology is Achilles heel
• Legacy functions
• Client base not technical leaders
6

7. STEPS FOR EVALUATING & SELECTING
• DECISION MAKING TEAM
• BUDGET
• TIME SCHEDULE
• CURRENT SYSTEM PROBLEMS
• Requirements
• SOFTWARE
• PARTNER TRUST
• IT STAFF INVOLVEMENT
7

8. STEPS FOR EVALUATING & SELECTING
(CONT)
• REVIEW POTENTIAL SOLUTIONS
• ELIMINATE OBVIOUS POOR CHOICES
• Potential List of 2 or 3 products at most
• AVOID ANALYSIS/PARALYSIS
• Evaluate Product Match to your Requirements
• Accounting Library Used Here
• PRODUCT FEATURES
8

9. STEPS FOR EVALUATING & SELECTING
(CONT)
• ANALYZE REQUIREMENTS AGAINST
FEATURES
• IDENTIFY APPROPRIATE RESELLERS
• PRODUCT DEMONSTRATIONS
• PROPOSAL REVIEW
• REFERENCES
• DECISION
9

10. SUMMARY OF DYNAMICS GP 2013
• POWERFUL, POPULAR FINANCIAL
SYSTEM THAT TARGETS HORIZONTAL
& VERTICAL MARKETS – SMS&P
• STRONG USER PRODUCTIVITY
FEATURES
• FLEXIBLE REPORTING & INQUIRY
• INDUSTRY LEADER
• INTEGRATION WITH EXTERNAL
SYSTEMS
10

11. SUMMARY OF DYNAMICS GP 2013
(CONT)
• KEY FEATURES INCLUDE:
• Personalized Role Pages
• Integrated with Microsoft Office
• Web Solution
• Business Intelligence – Analysis Cubes
• Business Portal – Team Collaboration
• Improved Efficiency
• Microsoft Visual Studio Integration
• Increased Internal Controls
11

12. SUMMARY OF DYNAMICS SL 2011
• POWERFUL, POPULAR FINANCIAL
SYSTEM THAT TARGETS HORIZONTAL &
VERTICAL MARKETS – SMS&P
• MATURE PRODUCT WITH HIGH
MICROSOFT INVESTMENT
• POWERFUL USER INTERFACE WITH USER
ROLES
• EASILY INTEGRATE WITH EXTERNAL
SYSTEMS
• POWERFUL CHART OF ACCOUNT
SEGMENTATION
• INDUSTRY LEADER IN PROJECT
ACCOUNTING – GOVT CONTRACTING,
GRANTS, PROGRAMS
12

13. SUMMARY OF DYNAMICS SL 2011 (CONT.)
• KEY FEATURES INCLUDE:
• Integrated with Microsoft Office
• Business Portal access to remote users
• Customer Facing Web Pages customers
only see their data
• Web Requisitions - Front-end to Purchasing
Module
• Automates the Procurement Process
• Powerful Project Costing
• Improved Efficiency
• Microsoft Visual Studio Integration
• Increased Internal Controls
13

14. 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
14

15. 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
15

16. 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
16

17. 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
17

18. 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 & Ease of use
•Not For Profit
•Project Oriented Firms – Professional services
•Very Strong Financials
18

19. DEMONSTRATIONS
19

20. QUESTIONS?
20
Seth Zarny –
Partner
szarny@raffa.com
Glenn Anstead –
Senior Manager
ganstead@raffa.com
Buu-Linh Tran –
Senior Manager
btran@raffa.com
Jeremy Taro –
Account Executive
jtaro@raffa.com