RG Connect Imagine the Future

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2 Should I Upgrade Dynamics GP or Migrate to Sage Intacct? Brady Curtis - brady@resgroup.com Gary Volland - garyv@resgroup.com

3 Microsoft Dynamics GP Support Lifecycle GP Version Release Lifecycle Start Date Mainstream Support End Date Extended Support End Date Microsoft Dynamics GP /15/ /13/ /13/2020 Microsoft Dynamics GP /12/2013 4/10/2018 4/11/2023 Microsoft Dynamics GP /14/2015 4/14/2020 4/8/2025 Microsoft Dynamics GP 2016 R2 12/1/2016 7/13/2021 7/14/2026

4 Support with Microsoft Support Lifecycle: What is it? Mainstream vs Extended Support Type of Support Mainstream Support Extended Support Request to change product design and features X Security updates X X Non security updates X X* Complimentary support X Paid support X X *Available with purchase

5 Compatibility With New Software Versions of Office supported with GP: Version GP 10 GP 2010 GP 2013 GP 2015 GP 2016 Office 2007 X X Office 2010 X X X X Office 2013 X X X Office 2016 X X

6 Typical Cost of GP Upgrade Average Cost = $18,500 Includes: Update Customizations and Integrations Test and Production Upgrade (multiple hops) Test Plans What s New? Training Management Reporter Project Management

7 Why Upgrade Dynamics GP? GP is a stable, solid platform GP is meeting your needs Microsoft support and product roadmap still viable in the foreseeable future Internal IT support is available Your hardware is current The organization is not ready for an ERP change

8 About Sage Intacct.. A Modern Cloud Financial Management Solution for Multi-Entity Businesses Multi-entity insight through dynamic dashboards Continuous multi-entity consolidations Streamlined processes across all entities Best-in-class modern cloud platform

9 Access Anytime, Anywhere, Any Device Any Browser Mozilla Firefox Google Chrome Microsoft Edge Internet Explorer Safari Any Mobile Device ipad Surface Smartphone Laptop

10 Sage Intacct Architecture True multi-tenant cloud platform - every user is always on the same version (always!) Weekly updates for minor bug fixes Four major upgrades per year that occur seamlessly, included as part of the annual subscription No hardware to purchase or maintain No servers to monitor or administer Seamless integration with other supporting systems via web services 75% of our customers integrate 2+ systems Robust configuration layer eliminates need for customizations

11 Sage Intacct s Virtues Employee expense management Program and project tracking Grant administration Reporting and dashboards Drag-and-drop analysis capabilities User-defined fields No programming required Custom objects No programming required Universal search capabilities Real-time collaboration Multiple ledgers Multiple currencies

12 Sage Intacct s Virtues Modern, intuitive user interfaces Accessible from any current browser or device Multiple Entity Management Master Files / Charts of Accounts can be shared Continuous consolidations Dimensional Chart of Accounts 8 Self-Balancing Dimensions out of the box Additional dimensions are available Configurable workflows Purchasing and payment automation Robust allocations

13 Standard Dimensions Collect key data for analysis What? Item Customer Vendor Who? Class DIMENSIONS Employee Project Department Location Where? The Resource Group

14 Dimensions The Resource Group

15 Multi-Entity Insight Through Dynamic Dashboards

16 Compared to On-Premises The Cloud Offers Better ROI + Shifts Fixed CAPEX to Variable OPEX On Premises Cloud Computing 9% Software Licenses 68% Subscription Fees 43% Implementation 26% Hardware 14% IT Personnel 7% Maintenance 1% Training 32% Implementation, Customizations, and Training Ongoing Costs Apply Fixes, Patches, Upgrade Downtime Performance tuning Upgrade dependent applications Ongoing burden on IT Maintain/upgrade hardware Maintain/upgrade network Maintain/upgrade security Maintain/upgrade database Ongoing Costs Subscription fee Training Configuration

17 G2 Crowd Comparison Why G2 Crowd? We're changing the way decisions are made Until recently, selecting business solutions was hard, risky, and inherently biased. G2 Crowd real-time and unbiased user reviews help you objectively assess what is best for your business. Leverage the crowd, limit your risk, and get what works. Best Accounting Software

18 The Next Generation of workers? Millenials (born between 1981 and 1996) Generation Z (born between 1997 and 2012) Cloud only world online anytime, anywhere Mobile device focus They don t use Expect instant information access (Siri) Question what do your younger age staff think of Microsoft Dynamics GP? Why is this important for your business future? How does Sage Intacct address these topics?

19 UI Comparison - GP PR Window

20 UI Comparison - Sage Intacct PR Window

21 Adopting Sage Intacct 2-3 months time to implement Short learning curve thanks to an intuitive UI Business case or ROI Identify and quantify your pain points Consider the cost of lost opportunities Clients typically are cash flow positive in year 2 or 3 Shifts focus and energy to strategic planning Best of Breed approach A fresh perspective to revisit special needs Sets the stage to modernize your technology stack Helps you avoid risk in long term

22 GP to Intacct Migration Tool What is it? The Resource Group software installed in Dynamics GP to format and export data to Sage Intacct What does it migrate? GL Accounts one to one segment to dimension translation GL Summary Balances for 3 years GL Transactions (unique to client) Vendors and Open AP Customers and Open AR Checkbooks and Open Bank Transactions What does it cost? The price is $0 for TRG clients

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