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SIS : Rethinking our Students

Information system
November 2015
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Pascal Vallet Director of Academic Technology with the collaboration of the Academic Technology Team

SIS : Rethinking our Students Information system

Supporting Documents
AT Department

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9.

Contact
Links to Salesforce Success Stories
Information about Salesforce Cloud Event New York November, 18 2015
Presentation AT Department November, 12 2015
Exponent Success Stories
Exponent Salesforce Planning Engagement Overview
Exponent Example Planning Engagement Summary
Exponent Preliminary Solution Description & Cost Estimate
FinancialForce: documentation specific to Accounting

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page 53
page 59
page 77
page 80

We become what we behold.


We shape our tools and then
our tools shape us

- Marshall McLuhan, 1966

- !2 -

1. Contact:
Salesforce : Julie Wiseman
Account Executive, Nonprofit Organizations | Salesforce.com Foundation
jwiseman@salesforce.com | office (703) 470-0503 | mobile (703) 244-5434
Exponent Partner : Kristi Phillips
Account Manager | Exponent Partners
kristi@exponentpartners.com | w 1-(800) 918-2917 Ext. 159 or 347-514-9155
2. Salesforce Success Stories:
Teach for America
United Nations
University of Southern California
Cornell University
George Mason University
3. Information about Salesforce Cloud Event New York November, 18 2015:
When? November, 18 2015 from 8am to 6pm
Where? Davits Convention Center
Register online
Agenda:
8:00 a.m. - 6:00 p.m : Registration & Customer Success Expo
8:30 a.m. - 9:10 a.m.: Breakout sessions
9:45 a.m. - 10:00 a.m. : Pre-show with Peter Coffee, VP of Strategic Research at Salesforce
10:00 a.m. - 11:30 a.m.: Keynote with Keith Block, Vice Chairman and President, Salesforce,
and special guest speakers
11:30 a.m. - 1:00 p.m.: Lunch in Customer Success Expo
1:00 p.m. - 4:40 p.m.: Breakout sessions**
4:40 p.m. - 6:00 p.m.: Networking reception in the Customer Success Expo

- !3 -

Success Story

KIPP
KIPP (Knowledge is Power Program) is a national network of free, open-enrollment, college preparatory public schools with a
track record of preparing students in underserved communities for success in college and in life. There are currently 162 KIPP
schools in 20 states and the District of Columbia serving more than 58,000 students.

Challenges
Low Adoption of Existing System
A clunky homegrown system that was difficult to customize prompted staff to track data
using other tools, including spreadsheets.
Inability To Report On Data
Disparate data housed in multiple places made it difficult and time-consuming to produce
reports.
Visibility Into Outcomes Was Limited
Due to data silos across the organization, management had limited visibility into the results
of schools, students and alumni, making it difficult to track the extent to which KIPP and the
KIPP Through College (KTC) Program were achieving their mission.
Homegrown System Was Not Scalable
The fast-growing organization needed to house data from schools nationwide in a single
system to enable analysis of individual or aggregate numbers and make informed decisions.

Solution
KIPP selected Exponent Partners because of the companys impressive track record helping
similar nonprofit organizations in the education sector. Given a limited timeframe in which
to build a sophisticated solution on Salesforce, Exponent Partners designed a system
that met the immediate needs of KIPP New York City, and that offered the flexibility to scale
across KIPP schools nationwide.
After the kickoff phase in July, discovery and design was completed in August, and the first
and second phases were built and rolled out in September and October, respectively. With
a view toward ensuring KIPPs self-sufficiency in the future, Exponent Partners completed
extensive custom development that focused on user interface and usability, and also
automated several complex processes which involved numerous data points from student
records.

Results

Highlights
Improved ability to track
performance and outcomes
Increased visibility into student and
alumni data
Created a solution ready for rollout to KIPP schools nationwide
Achieved 100% adoption among
users in first pilot site

Exponent Partners has one


of the most buttoned-up
and rigorous professional
services teams that I have
ever encountered. The
discipline and thoughtfulness
that they brought to the
development process was
exceptional.
Jack Chorowsky, Chief Operating
Officer, KIPP

Increased Visibility
All data is centralized in one location and student records are now assigned a status (i.e.,
green, yellow, or red) based on information that is aggregated from numerous data points in
Salesforce.
Improved Ability to Track Performance and Outcomes
Data is easily accessible, yet the confidentiality of student records at individual schools
is protected. Rolled-up data is driving more meaningful and actionable insights that help
the organization pursue continuous improvement through optimized program design and
delivery.
Achieved 100 Percent Buy-In
KIPP has achieved high adoption rates from staff in departments organization-wide.
Created the Infrastructure to Scale
Investing in a solution that could ultimately power the schools needs across the country will
enable rapid rollout of the application nationwide over the next few years.
2014 Exponent Partners. Salesforce, Salesforce.com, and the Salesforce.com Foundation are trademarks
of salesforce.com, inc. and are used here with permission.

www.exponentpartners.com 800.918.2917

Success Story

OneGoal
OneGoal identifies, trains, and supports our nations most effective teachers to lead underperforming high school students to
reach their full potential and graduate from college.

Challenges
Data Housed In Dozens Of Spreadsheets
Important student data was stored in Google Docs, but these spreadsheets werent
connected. Without an ability to analyze historical data easily, mistakes were being
repeated, rather than corrected. Scalability was also a concern because, at that time,
OneGoal had 10 staff supporting 60 teachers, and was experiencing rapid growth.

Highlights

Cumbersome Process to Produce Selectivity Ratings


Program Directors at individual schools followed a time-consuming manual process to plot
each students ACT scores against their GPAs to figure out a students selectivity, which is
used to determine best-fit and match colleges. If done incorrectly, a student is at risk of not
applying to the correct school.

Migrated student data from


spreadsheets into Salesforce

Inefficient Communications
OneGoals Program Staff spent too much time on one-off email communications with
Program Directors, since they did not have a single place to go to enter information about
their students. This inefficiency pulled Program Staff away from strategic work.

Streamlined communications and


processes

Solution
OneGoals decision to use Salesforce for its student data warehouse was driven by the
organizations overarching goal of having a central database to capture more data points.
Salesforce could provide the structure we needed to communicate with our Program Staff
and Program Directors in one place, while giving us the flexibility to change as our program
model evolves and we need to collect different and new data, explained Topher. We
chose Exponent Partners because we wanted to work with people who really understood
our work and challenges, and had deep expertise in Salesforce. We wanted a partner that
would be an extension of our team.

Results
Single Database Has Allowed For Informed Decision-Making
With all data in a central location, we now have better and more information to support
our model, said Topher. Improved insight into our data forced us to have the right
conversations internally, and refocuses our work. OneGoal is also able to track and
communicate, historically, the impact the organization has had, and use this data to better
predict current and future outcomes.

Improved data-driven decisionmaking capacity

Able to analyze data in real-time

We chose Exponent Partners


because we wanted to
work with people who really
understood our work and
challenges. We wanted a
partner that would be an
extension of our team.
Topher Rinek, Director of Data
Management, OneGoal

Real-Time Analysis of Data


For every input, there is now an outputin the form of a field, a report or a dashboard
that helps the Program Directors immediately in their classroom, explained Topher.
Exponent Partners has created a sustainable way for us to manage our data. Instantly as
new GPAs or ACT score comes in, a new selectivity rating is calculated. Program Directors
are now able to tailor their support to ensure all students are hitting their goals. From a
students perspective, objective reports help them see their progress in real-time.
Streamlined Communications and Processes
Program Staff can now provide better support to teachers, and our Program Teams are
able to focus on the strategic analysis of data, rather than spending their valuable time
manipulating it for reporting purposes. Users have access to dashboards, can track
students performance against goalsby semester and by yearand can report on this
data daily, monthly or annually.
2014 Exponent Partners. Salesforce, Salesforce.com, and the Salesforce.com Foundation are trademarks
of salesforce.com, inc. and are used here with permission.

www.exponentpartners.com 800.918.2917

Success Story

Amigos de Las Amricas


Amigos de las Amricas inspires and builds young leaders through collaborative community development and immersion in
cross-cultural experiences.

Challenges
Manual Application Management
Amigos De Las Amricas (Amigos) sends youth volunteers to Latin America to lead valuable
service projects. Accepting applications and ensuring that volunteers have everything in
place to make their trips a success required a huge amount of document intake. Their small
staff was overburdened with this processing.
After acceptance, staff also needed to process other volunteer docs: health forms, passport
information, and more. It could be difficult for volunteers to track the status of their own
documents as well.
Fragmented Organizational Knowledge
Staff is spread across the world: in Texas, on U.S. high school and college campuses (in
chapter networks of volunteers who recruit students), and in Latin America. Because of
this distribution, it was difficult to preserve institutional knowledge and centralize Amigos
information. Useful details about programs, volunteers and alumni might only be in Word or
Excel documents, or not written down.
Slow Donation Processing
Amigos system for donor management did not integrate with credit payments nor with
other aspects of Amigos data management. The result was significant manual data entry
by staff for payments and other records, siloing of information, and delays of donor receipts.

Solution
Exponent Partners implemented a volunteer and alumni management system on the
Salesforce.com platform for Amigos. Other features include volunteer portal integration
with customized dashboards, EchoSign, and Click & Pledge to expedite donation
processing.

Results
Seamless Application Process For Volunteers and Staff
Data entry for volunteer paperwork is now automated: volunteers submit their applications
online and the information is sent directly into the system. EchoSign allows travel and other
documents requiring signatures to be processed online as well.
Volunteers now each have unique portal access: a dashboard giving them an at-a-glance
view of the submission status of all required documents, and a place to upload them. With
the systems flexible privacy settings, volunteers only see information they need to see.

Highlights
Increased staff capacity leading to
program expansion
Developed volunteer portal with
at-a-glance view of all application
and travel documents needed
Enabled efficient application and
donation management
Provided a central, accessible
program management system

The solution from Exponent


Partners allowed us to
expand our programs into
gap year and semester, and
take on youth ambassadors.
Were not so buried in
paperwork. Ive noticed its
really given us room and time
to think outside the box.
Jacque Fuller, Development
Information Manager at Amigos De
Las Amricas

Improved Donor and Donation Management


With one access point for staff, Amigos can also preserve and centralize other information
data on donations and donors. Click & Pledge, an app that integrates with Salesforce by
processing credit card donations automatically, cuts down on their data entry significantly.
Innovation as an Organization
With one accessible place, Amigos can track not only paperwork but constituents more
efficiently. They can document their programs and have a clearer view of impact. In addition,
they have been able to think more broadly. With their increased capacity, they have been
able to expand their programs, add a gap year and semester programs, and even establish
a youth ambassadorship program for leadership development in Paraguay, Uruguay and the
United States, funded by the U.S. Department of State.
2014 Exponent Partners. Salesforce, Salesforce.com, and the Salesforce.com Foundation are trademarks
of salesforce.com, inc. and are used here with permission.

www.exponentpartners.com 800.918.2917

client success story


NEW LEADERS FOR
NEW SCHOOLS
Client:
New Leaders for New Schools (NLNS) is transforming the Nations public education system by
recruiting and training principals for placement at struggling schools and by incenting best practices dissemination. The organization currently handles roughly 10,000 leads, 1,800 initial applicants,
800 applicants who complete the application and evaluation process, and 100 awardees annually,
while tracking the performance of existing NLNS principals/schools.

Challenges:
Lack of Integration between Databases: Two existing custom-built systems, one for recruiting,
receiving, and processing applications, and another for tracking principal/school performance,
were cumbersome and not integrated.
Inflexible and Inaccurate Reporting: Reporting was static, unreliable, and time-consuming.
Senior staff spent two to six hours exporting and preparing data for analysis weekly. Presentation of data made it difficult to make informed strategic recruitment and admissions decisions
based on past performance.

Weve leapfrogged
many other nonprofits
that are spending many
more dollars on IT
infrastructure.
Its phenomenal.
James Truong,
Executive Director, Operations
& Business Systems,
NLNS

Costly Maintenance Fees: With no in-house development expertise, any change to existing
systems was outsourced. Annual maintenance fees totaled a small fortune.
Complex Systems: Current systems were not user friendly, making it difficult to evaluate and
move applicants through the admissions process.

Solution:
In only two months, Exponent Partners built a custom recruiting, admissions, and administration
application for NLNS on the Force.com platform. The turn-key project included discovery, business process workflow analysis and design, systems development, data migration, and launch. Two
legacy Java/MS SQL Server custom web applications were replaced in record time.
Exponent Partners also designed and delivered an innovative online application intake solution
using Salesforce portal and Visualforce technologies. Over the course of the project, NLNS capacity expanded to the point where the organization fully supports its new world-class application
infrastructure.

Results:
Cost Savings: System maintenance fee savings paid for the new system within the first few
months of implementation and will save NLNS thousands of dollars annually.
Professional Interface for End-Users: From a marketing perspective, the Visualforce-based
application interface on NLNS website presents a highly professional public face that helps
drive recruitment efforts.

Created a custom application


on Force.com in two months
Improved user interface
for applicants
Uses integrated system
to recruit, receive, and
process applications
Generates dynamic reports in
minutes, not hours

Productivity Improvements: Recruiting, receiving, and processing applications along with tracking principal/school performance are now fully integrated, making Salesforce.com the onestop-shopping system that dramatically improved the national admissions teams productivity.
Dynamic Reporting: Static reports that used to take hours to create are now generated
dynamically in minutes, and provide much greater detail which helps staff to make strategic
recruiting decisions.
info@exponentpartners.com
800.918.2917
2009 Exponent Partners

www.exponentpartners.com

Exponent Partners:
Salesforce Planning Engagement Overview

November, 2015

Tech Experts for Social Change


Exclusively Focused on Nonprofits

EXPONENT PARTNERS

Focused on Human Services, Education, and Philanthropy


Top Tier Strategic Salesforce Foundation Partner
1000 Projects over the Past 10 Years
Deep Social Sector Expertise
Mission-Based B-Corp
Developer of Exponent Case Management on the Salesforce AppExchange

Streamlined Engagement Benefits


Benefit #1

Cost Effective Implementation


Benefit #2

Flexible Scope
Benefit #3

Dedicated Consultant and Fixed Timeframe

Your Solution
Your Need

Our Solution

Planning Engagement. The United


Nations International School would like
to make a strategic investment in
Salesforce over time to support various
organizational and school business
processes such as attendance, grade
tracking, class scheduling,
advancement, finance, after care
program, etc.. To support your
investment and leverage best practices
on implementation, we propose to
conduct a planning engagement that
will allow us to work closely with your
school to define what a system build
out could look like- including an initial
implementation, i.e. scope, cost,
sequence, duration, etc.

Exponent Partners will conduct a system planning


engagement. This engagement allows Exponent
Partners to learn more about your current vision
for Salesforce based on your goals and objectives
as a school Based on your priorities, we will help
develop a roadmap for your Salesforce platform.
Outcomes include:
3-4 meetings with our expert consultants &
business analysts
Review of existing systems & tools (if
applicable)
Review of existing documentation, trackers,
reports, etc.
Written high level requirements for
comprehensive solution
Written documentation outlining our
findings, potential risks and
recommendations based on your current
system and vision for the future; includes
recommended project sequencing
Estimates for future work to inform planning
& decision making.

Assumptions
We assume this
engagement will be
conducted prior to any
configuration within
Salesforce.

Estimated Cost
40-50 hours
$7,400-$9,250

*The duration of a 50
hour engagement is 4-6
weeks.

Next Steps to a Successful Project


1

Exponent Partners prepares estimates and contracts

Sign SOW and Professional Services Agreement

Confirm availability for scheduling

Assign your key contact, including a Project Manager and/or System Administrator

Share any related documentation with Exponent Partners (i.e. current trackers,
goals/vision, current challenges, etc.)

Next Steps
1

We collaborate on defining project scope

Exponent Partners creates


an estimate

We sign contracts

You complete the


prerequisite
questionnaires
5

We begin the project!

The purpose of this document is to provide an example of what a planning engagement summary could
look like for your organization. Other documents such as high level requirements, solution diagrams and
detailed cost estimates are also provided through this engagement and stored outside of this document.
Please note that the sequencing, cost and duration are examples and not reflective of our understanding
of your requirements at this time.

May 1 - June 30

July 1 - Sept 30

July 1 - Oct 31

Oct 1 - Jan 31

Feb 1 - March 31

Phase 1:

Phase 2:

Phase 3:

Phase 4:

Phase 5:

Basic CRM

Program
application

Summer school
management

Fundraising/
development

High school
placement

Volunteer
management

College
admissions

Online donations

Document merge

School year
attendance
tracking

Workshop and
event
management

Grade tracking

Student
accountability/risk
management

College
persistence data

Mass email

SMS (if not


completed earlier)

Document merge
for program
management

Mentor and
teacher fellow
tracking
Gmail for
Salesforce

Standardized test
score tracking
If time: SMS

Note: Phase 3 will run in


parallel with phase 2,
with an additional
consultant to work with
the development team.

Exponent Design-BuildAdopt Engagement


Approach

Exponent Scrum
Engagement Approach

Phase

Estimated
Hours

132-209 hrs

187-231 hrs

116-132 hrs

149-193 hrs

172-232 hrs

Estimated Cost

$24,156-$38,073

$34,185-$42,257

$21,460-$24,420

$26,355-$34,047

$31,477-$42,326

TOTAL: 756- 997 hours ; $136,523-$180,938


Options for cost reduction: Beginning on slide 8, Exponent Partner has outlined recommended as well as optional customizations
that require software development and custom code. Exponent Partners has also provided a non-code alternative to as an option to
reduce or defer cost. Our estimates above include all of the recommended code options (slide 7).
*Detailed cost estimates are available in an attached document.

Exponent recommends implementing the following features that require custom code development. These are
either low-hanging fruit or high value to end users.
Req
Number

Phase

Description

Estimated
Effort

Non-code Alternative

R23,
R37, R89

1, 4

Single screen from which to enter


attendance for classes/meetings.

11 hrs

Mass import with data loading tool.


Recommend custom coded solution because
Exponent already has core functionality built.

R72

Automatically copy all admission


requirements when a new high school
application is created.

22 hrs

Manual creation of application to-dos is not


recommended. This customization offers high
value for end users.

R74

Email template listing application to-dos for


weekly notification to parents.

5 hrs

No configuration-only alternative. Recommend


because effort is low.

The following customizations may not be necessary, at least for initial launch; therefore, your organization may
choose to defer or de-prioritize this work.
Req
Number

Phase

Description

Estimated
Effort

Non-code Alternative

R15

Automatically create enrollment record for


middle school specified on application.

11 hrs

Mass import with data loading tool.

R90

Automatically indicate requirement


fulfillment based on workshop/event
attendance.

16 hrs

Manually update for each student, or mass


update with data loading tool.

R97

Store and display most recent GPA on


student contact record.

11 hrs

Manually update, or may not be necessary at


all.

R127

Email template for weekly update to high


school students.

5 - 8 hrs

Depending on range of data to include, custom


template or third-party tool may be required.

Cost WITHOUT Optional Code: $26,355-$34,047 (Phase 4)


Cost WITH Optional Code:$38,480-$50,652 (Phase 4)

14

15

Our Project Manager will conduct weekly status meetings with your
Project Manager and other designated team leaders. The weekly
status report and meeting results will be documented. The standing
agenda for the weekly status meeting is: Project Scope, Project
Schedule, Project Budget, and Project Issues/Risks.

18

Preliminary Solution Description & Cost Estimate


For United Nations International School
November 3, 2015
Based on our preliminary understanding of your requirements, Exponent Partners has created
the following solution description. This reflects both our understanding of what is needed for
UNIS as well as our hypothesis of how we would meet those requirements, i.e. through a
product integration and/or custom built solution. However, we first recommend UNIS conduct a
strategic planning engagement to further refine the solution hypothesis and subsequent
estimate. Additional information can be found in the Planning Engagement Proposal document.
Requirement
Daily attendance

Class scheduling

Grades

Requirement Notes
Teachers track daily
attendance for students
for each class.

Master scheduling for all


students and classes
Assign students to
particular course

Teachers enter grades


for students for each
class (grade book)
Report card generation

Solution Hypothesis
Custom built solution requiring user
interface enhancements through Skuid
and/or Visualforce and Apex. Create
community for teachers to enter and access
information. May build through Salesforce
Employee Community or Unity Community
Package product based on requirements.
QA/testing, deployment, project
documentation, data migration & project
management.
Custom built solution requiring Visualforce
and Apex triggers.
QA/testing, deployment, project
documentation, data migration & project
management.
Custom built solution requiring user
interface enhancements through Skuid
and/or Visualforce and Apex. Create
community for teachers to enter and access
information. May build through Salesforce
Employee Community or Unity Community
Package product based on requirements.
(same Community as above)
Integrate document merge solution such as
Conga Composer or Drawloop to generate
custom report cards.
QA/testing, deployment, project

720 Market Street, #600, San Francisco, CA 94102

Tel: (800) 918-2917 Fax: (888) 529-5498 www.exponentpartners.com

Admissions/
selection

Fundraising/
Advancement

Finance

Aftercare Program

Application collection
from students/families
Admissions and selection
management

Manage fundraising and


advancement efforts from
individual donors,
government entities,
corporations, etc.

Budget
Purchasing
Expense management
Vendor tracking
Payroll
Student/program
enrollment
Payment collection
Registration
Attendance tracking

documentation, data migration & project


management.
Publically accessible web form application
that fully integrates with Salesforce. Custom
configured admissions and selection
system. Integration of communication tools
such as mass email, SMS text, etc.
QA/testing, deployment, project
documentation, data migration & project
management.
Exponent Partners will help UNIS determine
if there are existing products that may better
meet their needs for admissions/ selection
during the planning engagement.
Custom configured fundraising and
advancement solution based on the
Nonprofit Starter Pack. QA/testing,
deployment, project documentation, data
migration & project management.
Exponent Partners will help UNIS determine
if there are existing products that may better
meet their needs for fundraising/
advancement during the planning
engagement such as
AdvancementConnect.
Implement an existing product such as
FinancialForce or Accounting Seed based
on the complexity of UNIS requirements.
Custom built solution. Publically accessible
web form application/enrollment form that
fully integrates with Salesforce. Custom
configured registration system. Integration
of payment collection tool. User interface
enhancements through Visualforce and
Apex to efficiently track attendance.
QA/testing, deployment, project
documentation, data migration & project
management.

720 Market Street, #600, San Francisco, CA 94102

Tel: (800) 918-2917 Fax: (888) 529-5498 www.exponentpartners.com

Based on our experience building comparable solutions for more than 400 clients and 1,000
projects, we estimate that the cost of solution implementation for the project described above is
$350,000-$450,000.
Through the planning engagement (and possible product selection) we are able to greatly
refine this estimate through more requirements gathering and additional conversations with
your team. This refinement could lead to a significant cost savings for your school. Also,
Exponent Partners invoices clients based on time and materials used. Clients only pay for the
time used by consultants and are not charged for any unused hours.

720 Market Street, #600, San Francisco, CA 94102

Tel: (800) 918-2917 Fax: (888) 529-5498 www.exponentpartners.com

FinancialForce Accounting
The #1 Accounting App on the Salesforce Platform
FinancialForce Accounting is a simple, yet powerful, accounting application that
is straightforward to learn, easy to implement and trouble-free to maintain. It is the
perfect complement to Salesforce CRM, helping you to bring back office data to
the front, eliminating data silos, and allowing companies to align sales, service and
finance on a single cloud platform. Accounting processes will get more efficient,
period closes will get shorter, and financial reporting sharper than ever.

Cloud accounting the future of finance


FinancialForce Accounting takes a ground-breaking accounting system design and combines it
with the power and flexibility of the Force.com cloud platform. What you get is an efficient and
cost-effective solution that goes well beyond basic bookkeeping and transaction processing,
spawning a new generation of financial management applications.
Its ingeniously simple design masks a highly sophisticated solution thats both easy to use and
easy to adapt to the widest possible range of business needs. FinancialForce Accounting can
support everything from the smallest virtual organization to the most complex multinational
corporation. So, regardless of your companys size and focus, youll benefit from the
applications efficiency, real-time analysis, and the lack of the departmental boundaries found
in traditional accounting systems.

Delivering CRM to accounting end-to-end in Salesforce


FinancialForce Accounting resides on the same cloud platform as Salesforce CRM, Force.com.
The applications share the same infrastructure, database, development tools, reporting tools,
user interface - even the same user logins. FinancialForce Accounting and Salesforce CRM
are literally embedded together, making the lines between applications indiscernible, which
increases user adoption and enables cross training across the applications.

One company, one system, one view of the customer


From a financial perspective, tight integration allows the Opportunity to Cash process to flow
seamlessly and securely through sales, billing and receivables without any manual effort,
special integrations or extraneous spreadsheets. Your team will be on the same page because
all your financial information is held securely in one system, in one place. This includes
FinancialForce.coms 360 view, the most comprehensive customer relationship reporting
available in any financial system today, spanning customer interactions and transactions in
Billing, A/R, Sales and Services.

The multi-everything accounting engine


At the applications core is an innovative accounting engine that can accommodate
the most diverse or complex enterprise requirements. It includes advances like a single
ledger design and a multidimensional chart of accounts, which gives companies real-time
business intelligence and helps them shorten period closes. The accounting engine includes
sophisticated accounting components such as multi-currency, global tax and multi-company
accounting capabilities across the entire system.

Real-time accounting for real-life business


FinancialForce Accounting is built for the fast-paced and competitive business era in which
we live. Unlike on-premises accounting systems of the past, FinancialForce Accounting is a
100% real-time and perpetually closed system. Its unique single ledger eliminates subledger
reconciliations and laborious period-close processes. It is built for real-time financial analysis
and modeling, not just to generate financial statements. The system is furnished with financial
report templates and customizable dashboards that can be accessed from your mobile device
of choice to make real-time decisions anywhere, anytime.

We made the move from

Quickbooks to FinancialForce
Accounting and have never looked
back. We can now see up to date
financial data at the push of a
button and our pay cycle is much
quicker.

Scott Travasos
CFO, Blue Shield of California
Foundation

Harness The Worlds #1 Cloud Platform


Take advantage of modern, world class
systems and applications without the IT
costs and headaches, and get:

t Real time analytics from anywhere,


at anytime.

t Mobile device support for iPads,

iPhones, Droids, Blackberries etc.

t Chatter, the social media and

collaboration tool for business.

t Customization and integration tools


to customize and link your systems.

t Easy integration for your custom

and third party applications with


FinancialForce ClickLink.

t Authorization workflow tools to

coordinate your entire company.

t A full range of development tools

to build your own app on the same


cloud in less than 1/5 the time.

t 1500+ complementary and

vertical applications listed on the


AppExchange that integrate with
FinancialForce.com and salesforce.
com applications.

FinancialForce Accounting: End-to-End Financial Management in Salesforce

General Ledger flexible, efficient and always in balance


t
t
t
t
t
t
t

Flexible, multi-dimensional chart of accounts.


Multi-currency and multi-company transaction handling.
Transfer costs between companies or business units with an inter-company
journal.
Perform accruals with automatic reversing journals.
Automatic calculation of cumulative, year-to-date budgets for each period.
User and role based dashboards provide real time visibility.
Standard and customizable financial report templates.

Accounts Payable streamlined, controlled Invoice to Pay


processing
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t
t
t
t
t
t

Reduce keystrokes with document templates and electronic invoicing.


Use authorization workflow for automated invoice and expense approvals.
Set vendor credit limits and credit terms by vendor account.
Pay vendors by check or electronically.
Automatically calculate due dates and settlement discounts, based on vendor
terms.
Prevent payment of duplicate invoices.
Define your own check print formats.

Accounts Receivable streamlined, seamless Opportunity


to Cash processing
t
t
t
t
t
t
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Create invoices from Salesforce opportunities in a single click.


Set credit terms both globally and by customer account.
Automatically calculate of due dates and settlement discounts.
Automatically calculate payments to invoices based on document references and
amounts.
Use tasks as reminders to chase past due accounts.
Use Chatter to collaborate with sales and services personnel on late payers and
customer issues.
Send statements and reminder letters by email.
Use My Account a customer self-service billing portal.
Automate lockbox transaction processing with the FinancialForce.com cash
matching API.

Cash Management optimize your cash flow and working


capital
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t
t
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Easily forecast cash flows and currency needs.


Set up multiple bank accounts in different currencies.
Pay customer refunds from A/R without duplicating records in A/P.
Record one-off payments to vendors and refunds to/from vendors.
Automatically reconcile your bank statements without re-keying.
Record bank charges and interest shown on your bank statement.

Ordering and Billing eliminate manual processes and


complex integrations!
Sales ordering
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t
t
t
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Create an order from a Salesforce opportunity, quote or custom object in a


single click.
Create orders automatically in batch no-touch order processing.
Generate invoices automatically from approved orders.
Eliminate manual processing, re-keying errors, spreadsheets and unnecessary
databases.
Get complete visibility of the CRM-to-Accounting cycle.
Improve order cycle times, cash flow and sales capacity.

Billing
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t
t
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Raise an invoice directly from any activity in Salesforce CRM (standard or


custom objects).
Create a single invoice with multiple installment payment due dates.
Set up recurring invoices for regular bills, such as an annual maintenance
agreement invoiced monthly.
Generate accounting entries for FinancialForce Accounting or your onpremise ERP system.

About Us

FinancialForce.com is the #1 developer of back office business applications on the Salesforce Platform. Our award-winning apps - accounting, billing and professional services automation - are built around
your customers, unlike ERP systems of the past. Our outside-in approach allows you to eliminate barriers and inefficiencies between the front and back office to cohesively improve customer visibility and
satisfaction, and pursue a customer-centric strategy to profitable growth. Founded in 2009, FinancialForce.com is backed by two of the biggest and best players in the business, UNIT4 and salesforce.com.
To find out more about FinancialForce solutions, please contact us at:

www.FinancialForce.com | info@financialforce.com | 866-743-2220 | @FinancialForce


Copyright FinancialForce.com, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and
FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFFY1013US

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