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Compare 3 Top

Accounting and

Operational SystemsWebinar 1:

Finance and Reporting Across 3 Solutions

Agenda

Intros

Why compare?

Solutions at a glance

Financial capabilities

Reporting capabilities

Where do they fit?

Next Steps and resources for today

Introductions

Alicia Anderson

Strategic Marketing

Atlanta, GA-based

19 years in ERP/CRM sales, service and marketing

Finance and Reporting Capabilities across 3 Major Solutions –

TODAY

Distribution Capabilities across 3 Major Solutions – October 14

Manufacturing Capabilities across 3 Major Solutions – November 11

Sign up here.

The Series

There are hundreds of solutions

Most of the buying process takes place online

It’s not so much about features – it’s more FIT

Why compare solutions?

Sage 100 MS Dynamics GP QuickBooks

Background Developed by/for CPAs Great Plains architecture, acquired by Microsoft

Single-office/home-officeorientation

Typical user count 10-50 25-500 1-10

Database Embedded database or SQL SQL Server Database Embedded database

Payment options One-time license, subscription, leasing/financing

One-time license, subscription, leasing/financing

License or online

Software costs $5k - $75k $25k - $250k $250 - $1000

Solution Expansion (CRM, Distribution, Manufacturing)

Yes Yes Limited

Mobile access Yes No No

Vendor focus Sage provides businesstechnology offered through

partner network

Microsoft offers consumer and business products

Intuit offers personal finance and small business products

Solutions at a Glance

System security

Traceability of transactions

Intercompany transactions

Tax filing

Workflows

Financial Capabilities

System Security

Sage 100 MS Dynamics GP QuickBooks

The average business loses 3 percent to 6 percent of annual revenue due to fraud. Internal and external threats, along with compliance

mandates, mean that access to any financial or operations system

should be carefully managed to minimize the risk of security breaches

and data loss or compromise.

QuickBooks

Roles Based Security -

Easier management and

deployment

Field level control -

Control access and

visibility of individual data

fields by user and/or user

groups

System Security

Sage 100 MS Dynamics GP

Roles Based Security.

Predefined roles built in.

Apply passwords or

block access to forms

and windows.

You can also apply

passwords to fields, hide,

lock, or disable fields.

You can add a user

without a password.

Roles can be deleted

irreversibly.

Can assign task specific

security

Having a complete history of any given financial transaction minimizes

risk. Critical accounting data, such as checks that have been written,

should not be able to be altered once entered into the system.

Traceability of transactions

Sage 100 MS Dynamics GP QuickBooks

QuickBooks

Track and report on

any changes to any

data fields and tables,

and document approval

of any changes.

Store and safeguard

historical compliance

and transaction

information.

Traceability of Transactions

Sage 100 MS Dynamics GP

Activity tracking to

record logins, record

access, changes to

files and posting, more.

Source document and

audit trail management.

Audit trail report tracks

changes, but does not

prevent them

Creating transactions in one company with the ability to simultaneously

create corresponding entries in other company databases ensures that

databases are kept properly balanced.

Intercompany Transactions

Sage 100 MS Dynamics GP QuickBooks

QuickBooks

Can have as many

companies as needed

in the system.

Intercompany

processing available as

a 3rd party

Intercompany Transactions

Sage 100 MS Dynamics GP

Intercompany module

available in GL and AP

only.

Professional Services

Tools Library includes

triggers that can be

enabled so that GL

Accounts, Customer

records, and Vendor

records can be

managed across

multiple companies

from a single data entry

point.

One company per

database file.

Users waste lots of

time by logging in and

out of each company

many times a day.

The ability to electronically file Federal and state tax filings for W-2s

and 1099s means less paperwork for you and faster documents for

employees.

Tax Filing

Sage 100 MS Dynamics GP QuickBooks

QuickBooks

You can complete W-

2s and 1099s with eFile

service.

Data autopopulates

into Sage eFiling and

Reporting.

Provides tax updates

for Fed, State, Local

Tax Filing

Sage 100 MS Dynamics GP

Can create electronic

file or use eFile service.

Provides tax updates

for Fed, State but not

local.

E-File available

Requires enhanced

Payroll subscription

The ability to provide structured steps, alerts and approvals of business

processes through workflows that can be modified to your unique

business needs means your processes are more accurate and

consistent and your team is more productive.

Workflows

Sage 100 MS Dynamics GP QuickBooks

QuickBooks

Monitors your ERP

data for critical, time-

sensitive conditions.

Comes with pre-

configured Alert Events

and Alert Condition

“Triggers”

Updates the system

with data and activities

Workflows

Sage 100 MS Dynamics GP

Assign tasks and

tracking status of tasks.

Setup reminders that

proactively inform you

when specific incidents

occur.

Reminders are defined

per user.

Available through many

third-party providers.

Financial reporting

Dashboards and KPIs

Multicompany consolidation

Reporting Capabilities

A good financial report writer is essential for any company that is

committed to growing into a mature, competitive organization.

Financial Reports

Sage 100 MS Dynamics GP QuickBooks

QuickBooks

Sage Intelligence is the

Excel-based FRx

replacement.

Customizable design

and Dashboard

reporting

Connects to modules

beyond GL and from

any ODBC source.

Financial Reports

Sage 100 MS Dynamics GP

Built-in legacy Report

Writer.

Management Reporter

replaced FRx.

Additional Excel-based

and cloud apps are

offered.

Web and mobile

deployment.

Comes with pre-built

financial reports.

Reports are inflexible.

Requires additional

software to customize

layouts/appearance.

Effective use of dashboards help business leaders keep an up-to-date

pulse of the business, provide a few key metrics, and enable more

informative decisions.

Dashboards and KPIs

Sage 100 MS Dynamics GP QuickBooks

QuickBooks

Wizard-driven Business

Insights to create

graphical reports

Web or Outlook

deployment.

Sage Intelligence gives

a real-time overview of

the overall health of

your business at a

glance.

Dashboards and KPIs

Sage 100 MS Dynamics GP

Build and modify charts

and graphs with

Business Analyzer.

Excel Report Builder

also available with 200

built in reports.

SQL server reporting is

an option with 250 built

in reports.

Business Portal for

sharing via Sharepoint

Available as 3rd party

Saas solution requiring

sync from QuickBooks.

Allows you to consolidate, report on, monitor, and analyze multiple

companies or functional divisions within your organization.

Multicompany Consolidation

Sage 100 MS Dynamics GP QuickBooks

QuickBooks

Sage Intelligence

enables multi-company

reports and

consolidations out of

the box.

Unlimited number of

company codes.

Predefined layouts or

use Wizards to define

new layouts

Multicompany Consolidation

Sage 100 MS Dynamics GP

Management Reporter

has multicompany

reports built in.

Use Smartlists to

combine companies

and slice and dice.

Available via 3rd party

solutions requiring sync

from QuickBooks.

Sage 100 MS Dynamics GP QuickBooks

Industry concentrations Distribution,Manufacturing

Services, Distribution Services, Retail

Technology orientation Stable platform, integration-ready, easily customized

Microsoft shop No integration or customization

Pre/Post-sales supportand service

Support and upgradesprovided

Support and upgrades provided

Some tech support included with purchase

Implementation assistance

Extensive partner network focused on business needs

Extensive developer-heavy partner network with Microsoft

Consultants are available

Solution emphasis Value and stability Ease of use and Microsoft-friendly

Cost-effective basic accounting

Where do they fit?

Capabilities are similar among many solutions

Understand the priorities for your business

Work with a partner who has many tools in the toolbox

In summary…

Resources for today’s class

Available on http://info.blytheco.com/compare-erp-resources

Copy of this presentation

Preparing for a change – “Are You Ready for Replatforming?” series

Build a Business Case

Evaluation Criteria tools

Cloud vs. On-Premise

More

How to know if you have outgrown Quickbooks?

Next Class…

• Distribution Capabilities across Four Major Solutions – October

14

• Manufacturing Capabilities across Four Major Solutions –

November 11

• Sign up here.