New York NXT Roadshow
-
Upload
blackbaud -
Category
Technology
-
view
65 -
download
1
Transcript of New York NXT Roadshow
![Page 1: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/1.jpg)
Financial Edge NXTTM
Vision and SolutionPresented by Carey Carlson and Tom Walker
![Page 2: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/2.jpg)
2
Agenda
VISION
ROADMAP
DEMO
YOUR PATH TO NXT
![Page 3: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/3.jpg)
VISION
![Page 4: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/4.jpg)
Intuitive. Reliable. Fully integrated on one cloud platform. Financial Edge NXT gives you the accounting power nonprofitsneed to empower transparency, stewardship and compliance.
![Page 5: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/5.jpg)
5
True Cloud Technology
Intuitive design and in-product supportAnywhere accessInherent Collaboration
Reduce overhead and IT administration burdenLeverage our expertiseSubscription pricing
Data privacy and securityStrong integrationContinuous innovation
Empower Your Teams
Improve Your Bottom Line
Strengthen Your Technology
VISION
![Page 6: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/6.jpg)
6
What You’re Used To
VISION
![Page 7: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/7.jpg)
7
Simple, Beautiful Interface
VISION
![Page 8: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/8.jpg)
Comprehensive Accounting that you expect from Blackbaud
VISION
![Page 9: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/9.jpg)
ALS
HOPE
FOUNDATIO
VISION
![Page 10: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/10.jpg)
BUT ENOUGH TALK…
![Page 11: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/11.jpg)
11
Roadmap Intro
Release Every 1-2 Months
Phased delivery to ensure highest priority functionality
Never have to install software to receive updates
Proactive communication of upcoming features
ROADMAP
![Page 12: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/12.jpg)
Limited ReleaseGeneral Ledger• Records:
• Add/Edit, Lists (Filter/Search)• Accounts, Projects, Grants
• Journal Entry: • Add/Edit/Default; Lists (Filter/Search)
• Reports: • Lists, Inc. Statement, Bal Sheet• Custom Mgmt Report, GL Detail
Treasury• Bank Accounts: Add/Edit• Registers:
• Search• Filter• View Reconciliation History
• Cash Receipts: Deposits, Receipts
Accounts Payable• Vendors: Lists (Filter/Search), Add/Edit• Invoices: Approval, Add/Edit, Copy
Invoices: • Credit Memos: Add/Edit• Reports: Open Invoice Report
Control Panel• Invite Users:
• Lists (Filter/Search), Invite/Un-invite• Other:• Single Sign-On• Access Database View• In-Product Chat, Help, Community
Shown as of June 15. Releases indicate delivery in the NXT web experience. Prior to release, Functionality will be accessed in the database view. Roadmap subject to change
Available to Customers Upon Enablement
![Page 13: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/13.jpg)
• Online Bank Integration
• Credit Card Management
• Reporting
Future Releases
Shown as of June 15. Releases indicate delivery in the NXT web experience. Prior to release, Functionality will be accessed in the database view. Roadmap subject to change
• Purchase orders
• Media
• Check Printing
• Reporting
• General Ledger
• Accounts Payable
• Bank Accounts
• Cash Receipts
• Initial reports
• Accounts Receivable
• Client Feedback
• Dashboards
• Budgeting
• API’s
• Client Feedback
Phased Development Approach
Summer 2015 Summer 2016
Initial Release
• Allocation Management• Consolidation management• Webportal• Fixed Assets
• Phase 2: Replacement of com layer• Multi-currency• Statistical accounts• Canadian Support
• Administration• Payroll• Queue• Cross-Platform Analytics
POST- Summer 2016
![Page 14: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/14.jpg)
Financial Edge NXTTM
Your Path to NXTPresented by Carey A. Carlson
![Page 15: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/15.jpg)
WHY?
![Page 16: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/16.jpg)
Migrations Can Be Complex…
Resemble a completely new system implementationMapping DocumentsData ConversionsSystem Down TimeTraining
BLACKBAUD CONFIDENTIAL 16
![Page 17: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/17.jpg)
17
Simple Migration Process
![Page 18: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/18.jpg)
Intuitive. Reliable. Fully integrated on one cloud platform. Financial Edge NXT gives you the accounting power nonprofitsneed to empower transparency, stewardship and compliance.
![Page 19: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/19.jpg)
Comprehensive Accounting that you expect from Blackbaud
![Page 20: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/20.jpg)
Complete Accounting
BLACKBAUD CONFIDENTIAL 20
![Page 21: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/21.jpg)
HOW?
![Page 22: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/22.jpg)
How to Prepare for NXT
Hosting• Real-time anywhere access• Always up to date software• Cloud monitoring 24x7• No IT infrastructure required!
22
![Page 23: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/23.jpg)
How to Prepare for NXT
23
Prepare your database
• Scrub Data
• Inactivate out dated records
• Close fiscal years
• Delete old reports and queries
• Review End User Security models
![Page 24: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/24.jpg)
How to Prepare for NXT
Professional Services
24
INFORM
Identify training opportunities, & define
the best method of delivery.
ANALYZE
Analyze data health, business processes,
security, and reporting.
PLAN
Build & deliver a comprehensive
FE:NXT readiness plan unique to your
organization.
EXECUTE
Execute on priorities, measure success and
get results.
![Page 25: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/25.jpg)
How to Prepare for NXT
25
System Re-implementation• Enhanced system reporting• Retain history• Multiple databases
![Page 26: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/26.jpg)
What we would like to know…
26
Are you excited about Financial Edge NXT?
Do you feel you understand the path to NXT?
Have we provided you with enough information on Financial Edge NXT?
![Page 27: New York NXT Roadshow](https://reader036.fdocuments.in/reader036/viewer/2022062515/55c99fdcbb61eb99678b4655/html5/thumbnails/27.jpg)
QUESTIONS?