FinancialForce: Revolutionizing the Back Office

1. Revolutionizing the Back Office
+ +
Your
Company

2. • ERP - native on the Salesforce1 platform
• Conduct business at Customer Speed™
• Support the whole customer journey
• Increase efficiency, eliminate barriers
• Improve your top and bottom lines
• Joint venture of Salesforce.com and Unit4
• 650+ Employees
• Customers in 27 Countries
• Users in 45 Countries
• San Francisco Headquarters
About FinancialForce.com

3. On-Premise Data Siloes
3

4. Cloud Data Siloes – Is This Any Better?
4
@ted_friedman

5. The FrankenCloud!
5

6. 1 Platform, Built to Serve Customers & Engage Employees
6

7. Single Cloud Architecture for CRM, ERP & Custom Dev
Cloud
Platform
Salesforce Apps
AppExchange Apps
Custom Apps
Supply Chain
Management
Single
Sign on
Drag & Drop
Analytics
Mobile
Visual
Workflow
Point & Click
Development
Professional Services
Automation
Financial Management
Human Capital Management

8. Accounting
Revenue Recognition
Spend Management
Fixed Assets
CPQ - Advanced
Quoting
Contract Management
& Recurring Billing
Billing
Media Billing
Resource
Management
Time & Expense
Management
Project Management
Project Accounting
Proposal & Contract
Management
CPQ – Advanced
Quoting
Contract Management
Order Fulfillment
Inventory
Management
Supplier Management
Human Resources
Management
Recruiting &
Onboarding
Talent Management
Time Management

9. Master Data is Shared, Not Synchronized
9

10. Salesforce1 Common Application Services
10
Actionable Social
Feed Throughout
Identity, Security &
Scalability
Company Wide
Approvals Engine
In-House
Development
Platform
Centralized
Compliance &
Audit
Mobility of All Data
Single, Shared
Customer Master
Data
Point & Click
Integration

11. Control & Audit
• Centralized User Identity and Access
Management
• Centralized rules engine and policy
management
• All transaction types CRM,ERP, in house apps
• Validation Rules
• Field Change Tracking
• Config & Permissions Change Tracking
• Single database drives down audit costs
& effort
• Related documents
• Supporting evidence
• Explanatory notes
• Authorization history
11

12. 12
Consistent, Company Wide, Point & Click Approval Processes

13. Working in the ERP Feed
• Creating Transactions
• Managing Tasks
• Managing Approvals
• Keeping in Touch with
Your Team
• Collaborating Across
Entire Organization

14. .. Including All Your Files
• Orders, Invoices, Credit Notes
• Contracts, Service Agreements
• Receipts, Statements
• Slide Decks, Technical Specs
• Plus Search
14

15. .. All Your Dashboards
• Access your personal KPIs
wherever you need them
• Refresh on demand
• Drill down to underlying report
• Share and discuss with your
team
15

16. .. All Your Conversations
& Notifications
• Keep in touch with your team
wherever you go and your
system keeps in touch with you
• Notifications for @mentions
and approval requests
• System generated Notifications
on user defined KPI’s and
thresholds
16

17. Why Are Social, Mobile Notifications & Actions So Important?
Accessibility + Ease of Use = Adoption

18. Single Database Shared by CRM, ERP & Custom Dev
18

19. Single Cloud Architecture for CRM, ERP & Custom Dev
Cloud
Platform
Salesforce Apps
AppExchange Apps
Custom Apps
Supply Chain
Management
Single
Sign on
Drag & Drop
Analytics
Mobile
Visual
Workflow
Point & Click
Development
Professional Services
Automation
Financial Management
Human Capital Management

20. As CSO, Rick leads both the development of Summa's growth strategies and teams
that lead strategy projects for Summa’s clients. Rick has more than 30 years of
leadership experience in the management, architecture, design and implementation
of mission-critical applications. His experience includes end-to-end leadership
responsibilities on application development, integration, SOA, Cloud and product
development projects using a variety of technologies and platforms. Prior to Summa,
Rick was a Development Manager at IBM.
Rick Kotermanski
Chief Strategy Officer
rek@summa-tech.com
Twitter: @RickKoter
http://www.summa-tech.com

21. Before and After FinancialForce ERP
Integrated Cloud Platform
Success
Factors
Perf
Mgmnt
Excel
Compensati
on, Vacation
Tracking
Fidelity
Compensati
on
OpenHire
ATS
FF
PSA
Position
Structure
/ Data
Google
Sites
Org Charts/
Contact Info
Vendor
Website
Benefits
mgmt.
Personnel
Information
People
Manager
Software
FinancialForce HCM
- Personnel info
- Benefits
- Performance management
- Recruiting
- Compensation
- Time off tracking
FinancialForce PSA
- Project staffing
- Skills & certifications
- Time & expense tracking
- Project reporting
- Reporting & analytics
FinancialForce
Accounting
- GL
- AR/AP
- Invoicing
- Reporting
Cornerstone (Learning Mgmt)
Coming soon: Contract
Lifecycle Management

22. Our Journey at Summa
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Salesforce.com
CRM
FinancialForce
PSA
FinancialForce
HCM
FinancialForce
Accounting
Salesforce.com
Practice &
Partnership
Salesforce.com
Data.com

23. Why did we pick the solution?
Benefits of a Unified Platform for CRM and ERP
Ease of implementation, ease of
use & adoption
Fast implementation
Single sign on & shared security model for
most operations
Common interaction models (and reuse!)
across operations – fast employee
onboarding
Salesforce.com platform reach – Cloud,
Mobile, Social and more
​Unified processes and data
 Managing shared real-time visibility across
all of Summa’s business with low
administrative effort
• Business: Lead to cash
• People: Employees, customers,
partners, vendors, contractors
• Projects and Practices: Status, budget,
staffing profits, costs, utilization, etc.
 Consistent org view drives clarity as we
grow
Management Insights
Dashboards, History and Analytics – understand trends and opportunities that
drive our day-to-day operations and and inform our long term strategy across the
company

25. What is your Companies’
cloud strategy?