2017 09-13 Nonprofit Accounting Systems Seminar Featuring Sage Intacct

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

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

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

DO YOU NEED THE NEW SOFTWARE?

Hint – Sometimes You Need to

Change Your Software!

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

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.

http://en.wikipedia.org/wiki/NIST

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

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

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

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?

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

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

SAMPLE INTACCT CLIENTS

95% Customer Satisfaction

Real

Value 11,000+ Growth Companies

Growing with

Intacct

INTACCT SOLUTION PRESENTATION

INTACCT DIMENSIONS

DIMENSIONS

Customer

Vendor

Employee

Entity Department Project

Class

Item

Who?

Where?

What?

Collect key data for analysis

QUESTIONS & ANSWERS

Seth Zarny – Partner

[email protected]

301.279.6500

Buu-Linh Tran – Senior Manager

[email protected]

301.279.6511

Jeremy Taro – Account Executive

[email protected]

301.279.6504


www.raffa.com P: 202.822.5000 F: 202.822.0669

mailto:[email protected]



Nonprofit Dashboard

Nonprofit Metrics Dashboards

Board Member Dashboard

CFO Dashboard

Controller Dashboard

Department Manager Dashboard

Grant Manager Dashboard

Program Manager Dashboard

Project Manager Dashboard

HR Manager Dashboard

Consolidated Financial Statements

Budget Position Dashboard

Cash Analysis Dashboard

Compliance Dashboard

2017 09-13 Nonprofit Accounting Systems Seminar Featuring Sage Intacct

Economy & Finance

Transcript of 2017 09-13 Nonprofit Accounting Systems Seminar Featuring Sage Intacct