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BrainSell Wine Tasting | Cloud Accounting

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BrainSell Technologies
BrainSell Technologies

This document outlines an agenda for a virtual wine tasting event that will discuss moving financial systems to the cloud. It will include a poll, introductions, presentations on cloud ERP options from Sage Intacct and Sage Cloud Hosting. Customer case studies will highlight the benefits clients experienced from moving to Sage Intacct and cloud hosting including increased efficiency, cost savings, mobility, and scalability. The event will conclude with a virtual wine tasting.

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Welcome to our Virtual Wine Tasting!
Agend a 01 Poll Question & Introductions 02 Cloud Options for ERP 03 Sage Intacct 04 Sage Cloud Hosting for Sage 100 & Sage 300 05 Wine Tasting!
Has your team had any discussion about moving your financials to the cloud?  Yes, it is something we’ve been exploring.  We’re aware it is an option, but not actively pursuing.  I thought our solution was already in the cloud.  In the cloud? That’s where my head will be after this wine tasting.
Presenters Katie Guyer ERP Account Executive Frank Cuccio Customer Success Manager
Sage Intacct • Cost Savings and Efficiency • Instant Insight into Operations • Respond Quickly to Customer Demands • "Single Source of Truth" Benefits: Why Make the Move? • Access to continuous innovations and value • Mobility – access real-time data, anywhere anytime • Agility to evolve and scale the business • Lower TCO and cost control: • No upfront hardware capital costs and software license fees • No ongoing IT costs • Upgrades are seamless and efficient • Predictable monthly/ annual costs
Customer Success Spotlight Challenges: • Complex & manual workflows • 15 calendar days to close books • 2+ hours a week spent on positive pay processing • Lack of holistic view of finance reports • No centralized system to report on individual locations Sage Intacct Customer - Kubat • Healthcare Business • Offers prescriptions and medical equipment • Multiple locations • Previous Sage 100 user Outcomes with Sage Intacct: • One central GL system to view health of all 5 entities • More robust reporting (inside one system) • An improved positive pay process with Intacct Bank Feeds, which brings in transactions automatically • The ability to automate their internal processes with Intacct’s native workflow capabilities
Sage Cloud Hosting Benefits: • Scalability - Scale your resources up or down as business need changes. • Reliability- Redundant systems that ensure high availability & uptime without interruption. • Cost Savings - Eliminates need to purchase or maintain physical servers. • Flexibility - Allows you to access your applications & data from anywhere. • Security - Cloud hosting providers implement robust security measures to protect data from unauthorized access, theft & data breaches. Perform regular backups & disaster recovery to ensure data is safe.
Customer Success Spotlight BrainSell • On-prem solution for 20 years • Switched to Cloud Hosting in 2020 Challenges: • Access • GL was in-house – tough for remote users to look up an invoice. Once a week had to reboot server. • Pandemic caused employees to go from in office to remote work • Maintenance costs and loss of access • Loss of power often in previous office • Overheating of servers • Backups and updates • Power costs – costs more to run server(s) Outcomes with Cloud Hosting: • Easy access for remote workers • Company growth! Can hire outside of MA • Ease of use and maintenance • Better security • Loss of power Loss of access • Save $$ on power costs
Next Stop... Italy and France! Virtual Wine Tasting

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BrainSell Wine Tasting | Cloud Accounting

  • 1. Welcome to our Virtual Wine Tasting!
  • 2. Agend a 01 Poll Question & Introductions 02 Cloud Options for ERP 03 Sage Intacct 04 Sage Cloud Hosting for Sage 100 & Sage 300 05 Wine Tasting!
  • 3. Has your team had any discussion about moving your financials to the cloud?  Yes, it is something we’ve been exploring.  We’re aware it is an option, but not actively pursuing.  I thought our solution was already in the cloud.  In the cloud? That’s where my head will be after this wine tasting.
  • 4. Presenters Katie Guyer ERP Account Executive Frank Cuccio Customer Success Manager
  • 5. Sage Intacct • Cost Savings and Efficiency • Instant Insight into Operations • Respond Quickly to Customer Demands • "Single Source of Truth" Benefits: Why Make the Move? • Access to continuous innovations and value • Mobility – access real-time data, anywhere anytime • Agility to evolve and scale the business • Lower TCO and cost control: • No upfront hardware capital costs and software license fees • No ongoing IT costs • Upgrades are seamless and efficient • Predictable monthly/ annual costs
  • 6. Customer Success Spotlight Challenges: • Complex & manual workflows • 15 calendar days to close books • 2+ hours a week spent on positive pay processing • Lack of holistic view of finance reports • No centralized system to report on individual locations Sage Intacct Customer - Kubat • Healthcare Business • Offers prescriptions and medical equipment • Multiple locations • Previous Sage 100 user Outcomes with Sage Intacct: • One central GL system to view health of all 5 entities • More robust reporting (inside one system) • An improved positive pay process with Intacct Bank Feeds, which brings in transactions automatically • The ability to automate their internal processes with Intacct’s native workflow capabilities
  • 7. Sage Cloud Hosting Benefits: • Scalability - Scale your resources up or down as business need changes. • Reliability- Redundant systems that ensure high availability & uptime without interruption. • Cost Savings - Eliminates need to purchase or maintain physical servers. • Flexibility - Allows you to access your applications & data from anywhere. • Security - Cloud hosting providers implement robust security measures to protect data from unauthorized access, theft & data breaches. Perform regular backups & disaster recovery to ensure data is safe.
  • 8. Customer Success Spotlight BrainSell • On-prem solution for 20 years • Switched to Cloud Hosting in 2020 Challenges: • Access • GL was in-house – tough for remote users to look up an invoice. Once a week had to reboot server. • Pandemic caused employees to go from in office to remote work • Maintenance costs and loss of access • Loss of power often in previous office • Overheating of servers • Backups and updates • Power costs – costs more to run server(s) Outcomes with Cloud Hosting: • Easy access for remote workers • Company growth! Can hire outside of MA • Ease of use and maintenance • Better security • Loss of power Loss of access • Save $$ on power costs
  • 9. Next Stop... Italy and France! Virtual Wine Tasting

Editor's Notes

  1. Karstyn to do Welcome and housekeeping items and then turn it over to Katie and Frank. Housekeeping If you have someone in your household or in the office that would like to join in please invite them to join in the fun – you have plenty of wine to share This will be an interactive event, so please turn on your cameras and join in. If you do not have the ability to turn on your camera yet I will change that in just a few minutes. You can do this in the top right, hit the camera button. To help us all it would be great to have you rename yourself with Name, Company – you can do so by double clicking on your name.
  2. Karstyn go over quick genda
  3. Karstyn will launch the poll – Katie and Kellyanne before we jump in to discuss cloud financials, let’s take a quick poll.  Yes, it is something we’ve been exploring We’re aware it is an option, but not actively pursuing I thought we were in the cloud. In the cloud? That’s where my head will be after this wine tasting
  4. Katie & Frank introduce themselves
  5. Kellyanne explain what Sage Intacct is then go into benefits and why consider moving
  6. Can add Kubat logo
  7. Katie explain what cloud hosting is and then go into benefits
  8. Katie
  9. (Karstyn to transition over to wine tasting) Thank you Katie and Frank. We'll follow-up with you tomorrow to discuss your options. Now we are going to move into the wine tasting with our guide Cassandra from In Good Taste!