1. Thrive. Grow. Achieve.Financial & Accounting Systems Comparison SeminarComparison of Leading ERP ProductsSeth Zarny - PartnerGlenn Anstead Senior ManagerBuu-Linh Tran Senior ManagerSeptember 10, 2014

2. WHATS ON TAPINTRODUCTION & AGENDAHOW TO SELECT ACCOUNTING SOFTWAREEFFECTIVE ACCOUNTING SYSTEM IMPLEMENTATIONSREVIEW OF TOP ACCOUNTING PRODUCTSDEMONSTRATIONSDYNAMICS GPDYNAMICS SLINTACCTQ&A2 3. DO YOU NEED THE NEW SOFTWARE?HINT SOMETIMES YOU NEED TO CHANGE YOUR SOFTWARE! 3 4. SEMINAR AGENDADECIDE WHEN TO REPLACE YOUR FINANCIAL SYSTEMREVIEW PROCESS FOR SELECTING APPROPRIATE SOFTWAREPROVIDE OVERVIEW OF LEADING FINANCIAL PACKAGESPRESENT DEMO OF 3 LEADING PRODUCTSMicrosoft Dynamics GPMicrosoft Dynamics SLIntacct4 5. ACCOUNTING SYSTEM LIFE CYCLE1 TO 2 YEARS OLD - INFANCYLimited features, missing modulesBugs3 TO 4 YEARS OLD - CHILDHOODYoung product3rd party modules, bugs, early developer team5 TO 6 YEARS OLD ADOLESCENCEMove to next technical versionProduct PerformanceModules with different strength5 6. ACCOUNTING SYSTEM LIFE CYCLE (CONT)7 TO 11 YEARS OLD - MATURITYMaturity and RespectVertical focusesAdvanced features and capabilitiesStrong Channel12 TO 15 YEARS OLD AGETechnology is Achilles heelLegacy functionsClient base not technical leaders6 7. STEPS FOR EVALUATING & SELECTINGDECISION MAKING TEAMBUDGETTIME SCHEDULECURRENT SYSTEM PROBLEMSRequirementsSOFTWAREPARTNER TRUSTIT STAFF INVOLVEMENT7 8. STEPS FOR EVALUATING & SELECTING (CONT)REVIEW POTENTIAL SOLUTIONSELIMINATE OBVIOUS POOR CHOICESPotential List of 2 or 3 products at mostAVOID ANALYSIS/PARALYSISEvaluate Product Match to your RequirementsAccounting Library Used HerePRODUCT FEATURES8 9. STEPS FOR EVALUATING & SELECTING (CONT)ANALYZE REQUIREMENTS AGAINST FEATURESIDENTIFY APPROPRIATE RESELLERSPRODUCT DEMONSTRATIONSPROPOSAL REVIEWREFERENCESDECISION9 10. KEY DECISION CRITERIA TO CONSIDERFUNCTIONALITY DO CLOUD SOLUTIONS MEET YOUR FUNCTIONAL NEEDS?SOPHISTICATION WHAT LEVEL OF CUSTOMIZATION DO YOU REQUIREINFRASTRUCTURE SUPPORT COMMITTED TO ON- PREMISE INFRASTRUCTURE, CLOUD, OR BOTHCOSTS WHAT ARE THE REALISTIC COSTS FOR YOUR ORGANIZATION ON-PREMISE VS. CLOUDSUPPORT WHO IS SUPPORTING YOUR USERS, APPLICATIONS, AND INFRASTRUCTURE10 11. CLOUD CLAIMED KEY ATTRIBUTESAGILITY IMPROVED RE-PROVISIONINGCOST CLAIMED TO BE REDUCED, COSTSDISTRIBUTED OVER MANY USERSDEVICE & LOCATION INDEPENDENCEMULTI-TENANCY KEY ISSUE FOR ERPRELIABILITY MULTIPLE REDUNDANT SITESSECURITY PROVIDERS DEVOTE MORE RESOURCESMAINTENANCE UPGRADES INSTALLED CENTRALLY11 12. ON PREMISE ATTRIBUTESCONTROL IN YOUR ENVIRONMENTINTEGRATION WITH ORGANIZATION APPLICATIONSCUSTOMIZATION UNDER YOUR CONTROLSECURITY PLUSES & MINUSESACCESS REMOTE ACCESS & CONTROLLED USERSLOCAL DATA DATA IS ACCESSIBLEKNOWN COSTS TRADITIONAL COSTSREPUTABLE MATURE VENDORS12 13. MIXED CLOUD & TRADITIONAL VENDORSEXISTING SOFTWARE HOSTED IN THE CLOUDMATURE PRODUCTS FUNCTIONALITYMONTHLY FEESSINGLE TENANCY UPGRADES, BACKUPS, CUSTOMIZED ATTENTIONINTEGRATIONS TRADITIONALREMOTE ACCESS - CITRIX, REMOTE DESKTOPKNOWN COSTS TRADITIONAL COSTSREPUTABLE MATURE VENDORS13 14. SUMMARY OF DYNAMICS GP 2013POWERFUL, POPULAR FINANCIAL SYSTEM THAT TARGETS HORIZONTAL & VERTICAL MARKETS SMS&PSTRONG USER PRODUCTIVITY FEATURESFLEXIBLE REPORTING & INQUIRYINDUSTRY LEADERINTEGRATION WITH EXTERNAL SYSTEMS14 15. SUMMARY OF DYNAMICS GP 2013 (CONT)KEY FEATURES INCLUDE:Personalized Role PagesIntegrated with Microsoft OfficeWeb SolutionBusiness Intelligence Analysis CubesBusiness Portal Team CollaborationImproved EfficiencyMicrosoft Visual Studio IntegrationIncreased Internal Controls15 16. SUMMARY OF DYNAMICS SL 2011POWERFUL, POPULAR FINANCIAL SYSTEM THAT TARGETS HORIZONTAL & VERTICAL MARKETS SMS&PMATURE PRODUCT WITH HIGH MICROSOFT INVESTMENTPOWERFUL USER INTERFACE WITH USER ROLESEASILY INTEGRATE WITH EXTERNAL SYSTEMSPOWERFUL CHART OF ACCOUNT SEGMENTATIONINDUSTRY LEADER IN PROJECT MGMT & ACCOUNTING GOVT CONTRACTING, GRANTS, PROGRAMS16 17. SUMMARY OF DYNAMICS SL 2011 (CONT.)KEY FEATURES INCLUDE:Integrated with Microsoft OfficeWeb access for remote usersWeb based Business Intelligence, DashboardsWeb Requisitions - Front-end to Purchasing ModuleAutomates the Procurement ProcessPowerful Project CostingImproved EfficiencyMicrosoft Visual Studio IntegrationIncreased Internal Controls17 18. INTRODUCTION TO INTACCTCLOUD BASED ERP SYSTEMTrue Cloud BasedLocal PartnersAnnul Subscription Costs STRONG FUNCTIONALITY VERY SATISFIED CLIENT BASE TARGETED TO FIRMS IN NO PARTICULAR ORDEROutgrowing QuickbooksInterested in the Cloud & Ease of useNot For ProfitProject Oriented Firms Professional servicesVery Strong Financials 18 19. DEMONSTRATIONS19 20. QUESTIONS?20Seth Zarny Partnerszarny@raffa.comGlenn Anstead Senior Managerganstead@raffa.comBuu-Linh Tran Senior Managerbtran@raffa.comJeremy Taro Account Executivejtaro@raffa.com