Thinking about moving your finances to the cloud? Or interested in assessing the potential savings and efficiencies of a cloud solution? You’ll need to make a compelling business case rooted in ROI to win the approval of stakeholders and unlock budget dollars within your organization. So, how do you accurately define ROI and create a business case that essentially sells itself? Join us as we present a three-step process for building a metrics-based, achievable business case which clearly defines the value of a cloud-based solution. We’ll take you through the key factors that maximize returns and minimize risks, and provide simple guidelines for effectively communicating benefits—such as increased visibility and productivity, decreased IT costs, improved financial processes and reduced audit costs— to create a credible, winning justification.

1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Three Steps to Building the
Case for Moving to the
Cloud

2. Learning Objectives
After attending this event you will be able to:
• Understand the three step process for building an
effective business case
• Learn how to calculate key financial metrics, such as
ROI and payback period
• Understand the five key ROI factors that maximize
returns and minimize risk
• Hear real-life case studies from companies who moved
to the cloud

3. Welcome to Proformative
Proformative is the leading educational resource for
corporate finance professionals.
A resource where corporate finance and related
professionals advance in their careers through:
• Uniquely valuable, online peer network
• On demand courses taught by peers and SMEs
• Valuable Features and Resources
Check it out at www.proformative.com

4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Three Steps to Building the Case
for Moving to the Cloud
Vijay Ramakrishnan, Director of
Cloud Solutions, Intacct

5. Today’s Agenda
• Why Cloud Financial Software
• Building the business case:
– Identifying ROI potential
– Understanding the metrics
– Evaluating project costs
– Assessing direct benefits
– Estimating indirect benefits
• Correction factors
– Delivering the business case
• Questions
• Summary and additional resources

6. Why Financial Managers
Love Cloud Financial Applications
Drive Performance
and Growth
 Track true financials and operations
 Visibility for planning/strategy
 Flexibility as needs change
Managing for Long-term
Makes Business
More Efficient
 Process automation
 Oversight and controls
 Accuracy and compliance
Better Every Day
With Cloud Applications, You Can Do Both

7. Lots to Do, But Many Challenges
New standards
and rules
Data stored in
multiple places
Resource
limitations
Manual
processes
Dependence on
spreadsheets
Oversight/
controls
Core Processes
 Order-to-cash
 Procure-to-pay
 T&E Management
 Period Close
 Consolidations
 Reporting and Analysis

8. Better Every Day
$150,000+
Typical annual benefit
<6 months
Payback time
250 %
ROI
Makes Business More Efficient
Automate
 All financial processes
 With seamless integration across business
systems
Manage
 Adapt to the way your business changes
 Optimize financial resources
Deliver
 Audit quality processes and financial
reporting
 Accurate and timely financial and business
intelligence

9. Why Financial Managers Love Intacct
Make my business
more efficient
Once you’ve mastered
day to day complexity …
Drive performance
and growth
… you can think
long-term

10. What Our Customers
Want to Know
What products are driving most
profit for our company?
What channels and segments are
high performing?
Will our cost structure support
our growth?
How can we manage purchasing
spend to boost profitability?
Key Performance
Metrics
Purchasing Spend
Sales Profitability
DSO
Cash Flow Analysis
Answering Bigger Questions

11. Three Steps to Building the Case to
Moving to the Cloud
Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com