financialforce presents at dreamforce comes to you
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Revolutionizing the Back Office
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Your Company
• ERP - native on the Salesforce1 platform
• Conduct business at Customer Speed™
• Support the whole customer journey
• Increase efficiency, eliminate barriers
• Improve your top and bottom lines
• Joint venture of Salesforce.com and Unit4
• 650+ Employees
• Customers in 27 Countries
• Users in 45 Countries
• San Francisco Headquarters
About FinancialForce.com
On-Premise Data Siloes
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Cloud Data Siloes – Is This Any Better?
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@ted_friedman
The FrankenCloud!
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1 Platform, Built to Serve Customers & Engage Employees
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Single Cloud Architecture for CRM, ERP & Custom Dev
Cloud Platform
Salesforce Apps AppExchange Apps
Custom Apps
Supply Chain Management
Single Sign on
Drag & Drop Analytics
Mobile
Visual Workflow
Point & Click Development
Professional Services Automation
Financial Management
Human Capital Management
Accounting
Revenue Recognition
Spend Management
Fixed Assets
CPQ - Advanced Quoting
Contract Management & Recurring Billing
Billing
Media Billing
Resource Management
Time & Expense Management
Project Management
Project Accounting
Proposal & Contract Management
CPQ – Advanced Quoting
Contract Management
Order Fulfillment
Inventory Management
Supplier Management
Human Resources Management
Recruiting & Onboarding
Talent Management
Time Management
Master Data is Shared, Not Synchronized
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Salesforce1 Common Application Services
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Actionable Social Feed Throughout
Identity, Security & Scalability
Company Wide Approvals Engine
In-House Development Platform
Centralized Compliance & Audit
Mobility of All Data
Single, Shared Customer Master Data
Point & Click Integration
Control & Audit • Centralized User Identity and Access
Management
• Centralized rules engine and policy management
• All transaction types CRM,ERP, in house apps • Validation Rules • Field Change Tracking • Config & Permissions Change Tracking
• Single database drives down audit costs & effort
• Related documents • Supporting evidence • Explanatory notes • Authorization history
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Consistent, Company Wide, Point & Click Approval Processes
Working in the ERP Feed • Creating Transactions
• Managing Tasks
• Managing Approvals
• Keeping in Touch with
Your Team
• Collaborating Across Entire Organization
.. Including All Your Files
• Orders, Invoices, Credit Notes
• Contracts, Service Agreements
• Receipts, Statements
• Slide Decks, Technical Specs
• Plus Search
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.. All Your Dashboards
• Access your personal KPIs wherever you need them
• Refresh on demand
• Drill down to underlying report
• Share and discuss with your team
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.. All Your Conversations & Notifications • Keep in touch with your team
wherever you go and your system keeps in touch with you
• Notifications for @mentions and approval requests
• System generated Notifications on user defined KPI’s and thresholds
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Why Are Social, Mobile Notifications & Actions So Important?
Accessibility + Ease of Use = Adoption
Single Database Shared by CRM, ERP & Custom Dev
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Single Cloud Architecture for CRM, ERP & Custom Dev
Cloud Platform
Salesforce Apps AppExchange Apps
Custom Apps
Supply Chain Management
Single Sign on
Drag & Drop Analytics
Mobile
Visual Workflow
Point & Click Development
Professional Services Automation
Financial Management
Human Capital Management
As CSO, Rick leads both the development of Summa's growth strategies and teams that lead strategy projects for Summa’s clients. Rick has more than 30 years of leadership experience in the management, architecture, design and implementation of mission-critical applications. His experience includes end-to-end leadership responsibilities on application development, integration, SOA, Cloud and product development projects using a variety of technologies and platforms. Prior to Summa, Rick was a Development Manager at IBM.
Rick Kotermanski Chief Strategy Officer
[email protected] Twitter: @RickKoter http://www.summa-tech.com
Before and After FinancialForce ERP
Integrated Cloud Platform
Success Factors
Perf Mgmnt
Excel Compensation, Vacation
Tracking
Fidelity Compensati
on
OpenHire ATS
FF PSA
Position Structure
/ Data
Google Sites
Org Charts/ Contact Info
Vendor Website Benefits mgmt.
Personnel Information
People Manager Software
FinancialForce HCM - Personnel info - Benefits - Performance management - Recruiting - Compensation - Time off tracking
FinancialForce PSA - Project staffing - Skills & certifications - Time & expense tracking - Project reporting - Reporting & analytics
FinancialForce Accounting
- GL - AR/AP - Invoicing - Reporting
Cornerstone (Learning Mgmt) Coming soon: Contract Lifecycle Management
Our Journey at Summa
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Salesforce.com CRM
FinancialForce PSA
FinancialForce HCM
FinancialForce Accounting
Salesforce.com Practice &
Partnership
Salesforce.com Data.com
Why did we pick the solution?
Benefits of a Unified Platform for CRM and ERP
Ease of implementation, ease of
use & adoption
Fast implementation Single sign on & shared security model for most operations Common interaction models (and reuse!) across operations – fast employee onboarding Salesforce.com platform reach – Cloud, Mobile, Social and more
Unified processes and data Managing shared real-time visibility across
all of Summa’s business with low administrative effort
• Business: Lead to cash • People: Employees, customers,
partners, vendors, contractors • Projects and Practices: Status, budget,
staffing profits, costs, utilization, etc. Consistent org view drives clarity as we
grow
Management Insights
Dashboards, History and Analytics – understand trends and opportunities that drive our day-to-day operations and and inform our long term strategy across the company
What is your Companies’ cloud strategy?