BEST IN CLASS WEB BASED ACCOUNTING SYSTEM FEATURING

Helping Great Organizations Thrive www.raffa.com P: 202.822.5000 F: 202.822.0669

MAY 5, 2016

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WHAT’S ON TAP

INTRODUCTION & AGENDA ON-PREMISE VS. HOSTING VS. SAAS

What is the cloud? Key advantages and attributes of the cloud

On-Premise advantages

Mixed cloud with traditional ERP & accounting systems

Key evaluation criteria to consider INTRODUCTION TO INTACCT

Dimensions & Flexibility

Powerful financial reporting & dashboards

Multi-entity, Multi-company, Multi-currency

Business Process Automation (GL, AP, AR, T&E, Billing, etc.)

World class data center operations DEMONSTRATION OF INTACCT

Functionality

Flexibility

Visibility QUESTIONS & ANSWERS

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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

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DO YOU NEED THE NEW SOFTWARE?

Hint – Sometimes You Need to Change Your Software!

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LARGEST ACCOUNTINGS SYSTEMS PROVIDER

• We support hundreds of Nonprofit and Professional Services organizations

• 200+ nonprofit specialists on staff at all levels • Support over 200 Financial System Clients • Certified System Consultants, Certified Project Management

Professionals, Business Process Consultants

30 YEARS SERVING DC, MD & VA 17 PARTNERS, INCLUDING 10 WOMEN PARTNERS WOMEN-OWNED FIRM MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS BDO ALLIANCE USA INDEPENDENT MEMBER

RAFFA OVERVIEW

Raffa is nationally recognized with access to all the resources of the largest international firms. Our mission is to advance the nonprofit sector and be a catalyst for positive, systemic change.

WIDE RANGE OF SERVICES

• Technology Solutions • ERP & Accounting Systems • Software Development • Managed IT Services

• 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

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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.

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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

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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

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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

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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?

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INTRODUCTION TO 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 10,500 CLIENTS)

WORLD-CLASS DATA CENTER OPERATIONS • 99.992% availability for 2014 • 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

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SUPERIOR RETURN ON INVESTMENT (ROI)

Subscription-based pricing model - Pay only for what you need

“We know we need to earn your business every year”

Higher ROI and faster payback • Save time with automated and

streamlined processes

• Higher employee productivity

• Real time visibility

• Anytime, anywhere access

• No IT infrastructure and on-going operational costs

• No additional upgrades costs

• Continuous product innovation

• Industrial-grade infrastructure with guaranteed service levels and operational excellence

• Subscription fee • Training • Configuration

On-Demand

• Ongoing IT workload • Fixes, Patches • Maintenance & upgrades:

• Hardware • Network

• Downtime • Performance tuning • Rewrite customizations • Rewrite integrations • Upgrade dependent applications • Disaster recovery

On-Premises

• Security • Database

Ongoing Cost Comparison

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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

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SAMPLE INTACCT CLIENTS

95% Customer Satisfaction

FOUNDATION

Real Value

10,500+ Growth Companies

Growing with Intacct

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INTACCT DIMENSIONS

DIMENSIONS

Customer

Vendor

Employee

Entity Department Project

Class

Item

Who?

Where?

What?

Collect key data for analysis

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INTACCT SOLUTION PRESENTATION

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QUESTIONS & ANSWERS

Seth Zarny – Partner szarny@raffa.com 301.279.6500 Buu-Linh Tran – Senior Manager btran@raffa.com 301.279.6511 Jeremy Taro – Account Executive jtaro@raffa.com 301.279.6504

Helping Great Organizations Thrive