cloud erp with netsuite - rsm usmcgladrey llp is the u.s. member of the rsm international...

Cloud ERP with NetSuite

The Cloud Computing Game Changer

Cloud ERP with NetSuite

The Cloud Computing Game Changer

© 2012 McGladrey LLP. All Rights Reserved.© 2012 McGladrey LLP. All Rights Reserved.

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o aud o e p, p ease ca 800 3

1

Introduction

Matt Kenney Matt BaileyMatt [email protected]

Matt Bailey NetSuite [email protected]


Agenda

Introducing McGladreyg y Who is NetSuite? Why move business systems to the cloud? NetSuite Demo: What “better” may look like

- Dashboards & Reporting- Complete business process from lead to cash- Complete business process from lead to cash- Customization

Q&A, next steps & wrap-up


McGladrey – The company

5th largest accounting, tax and consulting firm in the United States


4

Solutions That Fit

Solutions That Fit

Assurance

Fi i l S A di

Tax Consulting

Financial AdvisoryServices

(M&A, Business Valuation, Litigation & Dispute,

Performance Improvement)•

Risk Advisory Services

Washington National Tax Services

•International Tax Services

•State and Local Tax

(SALT) S i

Financial Statements Audits –Review and Attestation of Financial

Statements•

Support for Compliance with Local Country Regulations and International Accounting Risk Advisory Services

(Internal Audit, Security & Privacy, Sarbanes-Oxley, Regulatory Compliance)

•Technology Consulting

(Strategy & Advisory, ERP &

(SALT) Services•

Tax Process and Technology (including FAS 109 Services)

•Private Client Services

(including wealth management)

International Accounting Standards

•Employee Benefit Plan Audits –

Audits of Benefit Plans (including 401(k) Plans)

• gy yCRM, Business Intelligence & Performance Management,

Infrastructure)

( g g )•

Human Capital Services (including benefit plan

consulting, ESOP and actuarial services)

•

Global Back-Office Solutions•

Accounting Support Services•

Global Statutory Audit Services


McGladrey Technology Consulting

We are a team of people focused on providing products and services geared at improving companies’ core businessservices geared at improving companies core business processes by utilizing appropriate applications and technology.

Advisory Services including IT strategy, technology t t l i t l ti lassessments, systems planning, system selections, annual

systems reviews, and business process reviews. Project Services including back office accounting, supply

chain management, project management, requirements g , p j g , qgathering, systems analysis, and network planning.

Expertise with packages for accounting, customer relationship management, distribution, and manufacturing.

Implementation Services including application software Implementation Services including application software implementation project management, technical infrastructure design and implementation, training, customization and integration.


Technology Consulting Services

Business Performance Improvement

Consulting SupportApplications Infrastructure

Advise Deliver Maintain

Strategy and Advisory

Strategy Development Rapid AssessmentSM

Technology Assessment Due Diligence System Selection

Business Process & Technology Outsourcing

Finance and Accounting Outsourcing

IT Outsourcing CIO Advisory

Design and Implementation

Enterprise Resource Planning (ERP)

Customer Relationship Management (CRM)

Business Analytics

Design and Implementation

Network Design and Implementation (LAN/WAN)

Expense Management Server Virtualization Storage and Recovery

Benchmarking and Best Practices

Project and Program Management

Hosting/Private Cloud IT Vision Managed Services

Corporate Performance Management

Systems Integration Content Management,

Portals and Collaboration

Desktop/Application Delivery Unif ied Communications Mobile Computing Business Continuity and

Disaster Recovery

11Enterprise Risk Management

Cloud SolutionsSoftware as a Service (SaaS), Platform as a Service (PaaS), Inf rastructure as a Service (IaaS)


Member of the RSM International network of independent accounting, tax and consulting firms.© 2012 McGladrey LLP. All Rights Reserved.

NetSuite: World’s #1 Cloud ERP

World’s most deployed cloud business management solution

PerformanceFounded 1998

Background

business management solution

Used by 10,000+ organizations

Fastest growing top 10 ERP

U d 100 t i

Publicly traded on NYSE: “N”

Offices in 10 countries

1200+ employees

Industry Recognition

Used across 100+ countries

#1 Cloud Business Suite

$220M+ trailing 4 quarters

Best Financial Management

Fastest Growing Top 10 FMS Vendor

3rd Year Running

Top 10 Cloud Companies Best Relationship Mgt.B t B i S ft


p pto WatchBest Business Software

Best Cloud Platform

One System for Running a BusinessCustomers

CEO CFO

PSA

Sales Rep/Manager

ShippingManager

ECOMMERCE CRM+SINGLE DATASOURCE

SINGLE DATASOURCE

SINGLE DATASOURCE

a agea ageERP

Support Manager

EcommerceManager

V d P t

© 2012 McGladrey LLP. All Rights Reserved.

Vendors Partners

Multi-national, Multi-companyManagement

L

gG

LO

BA

L

Worldwide HQ

ON

REG

IO

AMERICAS APACEMEA

NTR

Y


CO

UN

Cloud Global Business Management

Worldwide HQ

PSA

ECOMMERCE CRM+SINGLE DATASOURCE

SINGLE DATASOURCE

SINGLE DATASOURCE

AMERICAS APACEMEAERP


Comprehensive ERP:


Complete CRM


Complete Customization

Graphical pcustomization

Workflow tmanagement

Web services Open scripting Open scripting Analytics Lifecycle managementy g


Business case for the cloud

• Green – Energy efficiency• Continuous innovation

Better• Continuous innovation• Automation• Matching capacity to demand• Connect anyone anywhere anytime• Connect anyone, anywhere, anytime

Faster • Quicker deployments• Business agilityg y

Ch

• Lower TCO• Variable cost model

S ll IT f t i tCheaper • Smaller IT footprint• Scalable• Latest version


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Powered by the Cloud:

Mobility• Distributed workforce, outsourcing,

contingent workers, any device

Self-Service• Submit web based time and

expenses and purchase requests via the web• Self-serve customers, vendors, partners

Visibility from Anywhere• Real-time role based dashboards,

S lf i ti d l ti


• Self-service reporting and analytics• Personalized

Reliable and Scalable

99.5% uptime SLC Powered byE t i Cl d

99.97% average uptime

4BN+ customer requests/month

Enterprise Cloud Infrastructure

4BN customer requests/month

2.2M+ unique logins per quarter

20 minutes maintenance per 20 minutes maintenance per week

SAS 70 Type II, PCI DSS, DRy

2 automated upgrades per year

2 synchronized data centers


2 synchronized data centers

NetSuite – service level commitments

Service Level Commitment (SLC) / Uptime( ) p- 99.5% target uptime for each month

• First company to guarantee uptime• Wait We are the only company to guarantee uptime• Wait…We are the only company to guarantee uptime

in our market- Scheduled Maintenance Windows

Wh ibl t t d t l l ti• Where possible targeted to local time- URL for NetSuite monitoring

• http://status.netsuite.com/status.html


NetSuite – security & availability

Internet FirewallsBl k th i d tt t t d t t- Blocks unauthorized attempts to access our data center

- Ongoing port scans to identify any potential vulnerabilities 128-bit secure socket layer data encryption

- All data passed back and forth is encryptedp yp Application Layer Access only (data layer is separated)

- Three-tier architecture (Data, Application, and Database layers) Role Level Access, Idle Disconnect and Account Lockout

U h l ith t i ti l t d t th i j b- User has roles with access restrictions related to their job- Detects idle connections and locks Internet Explorer Window

Two-Factor Authentication IP Address Restriction (optional)IP Address Restriction (optional) Fault-tolerant session fail over

- If one server fails connection is seamlessly routed to another Redundancy (Power, hardware, Internet Service Providers)


NetSuite History •10,000+organizations

2011World’s most deployed

organizations

•100+countries

cloud ERP system

2008/2009First global cloud ERP

First vertical cloud platform

2007IPO on NYSE

Ticker: N

2000First cloud business

suite

1998Founded by Larry Ellison

and Evan Goldberg


and Evan Goldberg

The #1 Cloud ERP for Every Business

#1 forSoftware

#1 for Distributors

#1 forManufacturing

#1 forServices

#1 forEtail/Retail

#1 forEnterprises


NetSuite Demonstration


Phased Approach and Methodology Highlights

• Establish a clear vision of the objectives for the implementationInitiate Establish a clear vision of the objectives for the implementationInitiate

• Understand the data/process flows, detailed business requirements, Analyze and nt p q

and integrations with existing business systemsand Design

• Configure and test the application, modifications and product Build nage

men

g pp , pextensions with converted dataand

Validate

• Train end-users on new system and processes complete final data ojec

t Man

• Train end-users on new system and processes, complete final data migration, and cutover to new systemDeploy

P id i t d d d t j t l d

Pro


• Provide ongoing support as needed, conduct project close, and transition to internal support teamOperate

Next steps:

Develop a list of your top business requirementsp y p q Determine is the cloud fits your business Create an evaluation and selection plan


24

Q & A

• Submit questions via the Q&A feature. Simply select q p ythe Q&A window, type your question into the dialog box, and click the “Ask” button

• The slides and recording of this call will be sent toThe slides and recording of this call will be sent to attendees for today’s program

Matt Kenney303.298.6423 [email protected] facebook.com/McGladreyTBS

Matt [email protected]

twitter com/McGladreyTech


25

twitter.com/McGladreyTechtwitter.com/McGladreyERP

Experience the Power of Being Understood

We bring an unmatched client-centric focus to every engagement

We create rich, enduring relationships based on a profound understanding of our clients– their business challenges and their aspirations

Armed with an understanding of our clients, we bring fresh insights and tailored solutions to help them succeedthem succeed

This is The Power of Being Understood. This is McGladrey.


y

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McGladrey LLP is the U.S. member of the RSM International (“RSMI”) network of independent accounting, tax and consulting firms The member firms of RSMI collaborate to provide services to global clients but are separate and M Gl d LLPconsulting firms. The member firms of RSMI collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party.

McGladrey, the McGladrey signature, The McGladrey Classic logo, The power of being understood, Power comes from being understood and Experience the power of being understood are trademarks of McGladrey LLP.


McGladrey LLP555 17th Street

Suite 1000Denver, CO 80202

303.298.6400

l dwww.mcgladrey.com


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