crestwood acumatica cubs game presentation june 2015

Cloud Software Advisor EventChicago, June 12, 2015

Agenda• Introduction• Cloud Story• Competitive Landscape• Acumatica Story• Acumatica Overview Demo• Technology Overview• Technical Demo

Introduction

About Crestwood AssociatesBrian McGuckin, Founder & PartnerCrestwood Associates

Crestwood Associates• Founded in 1998 by Brian McGuckin and Tim

Thompson and privately held by the partners

• Full lifecycle support of ERP systems and CRM• Crestwood is a founding Acumatica partner• 8-Time Microsoft President’s Club award winner

• Mission Statement- Focus on the delivery of integrated value-added

services which enhance the profitability of small and middle market organizations

CompanyProfile

ERP

Cloud Reporting

TechnicalSupport

CRM

About Crestwood Associates

• Founded in 1998, from a desire to create enterprise business systems within a middle market business budget.

• Bringing businesses the latest in ERP and CRM innovations

• Headquarters in Mount Prospect, IL

The Cloud StoryTim Thompson, Founder & PartnerCrestwood Associates

The Evolution of ERP

Easy to integrate &extensible platform

Browser and mobile clients

Private and public cloud deployment

Flexible pricing model

2010Cloud ERP

Difficult to customize

Vendor and data lock-in and price increases

Lack of integration with on-premise systems

Native Web based interface

2000Web-Based

Expensive custom development

Clunky user-interface

Limited features and functionality

Expensive to maintain, difficult to upgrade

1980MS-DOS

Expensive custom development

Chained to desktop

Hard to collaborate with partners & customers

Does not support statelessness

1990Client/Server

Why Cloud?

• Lower total cost of ownership• Shorter timeline

• Pay as you go

• Vendor takes care of upgrades, uptime, & security• Higher adoption rates

• Integration & scalability

• Work anywhere

Cloud Models

10

Private(on-premises)

Infrastructure(as a service)

Infrastructure(as a service)

Infrastructure(as a service)

Platform(as a service)

Platform(as a service)

Platform(as a service)

Software(as a service)

Security & Integration

Databases

Runtimes

Applications

Server

Virtualization

Hardware

Storage

Networking

Power, Facilities

Security & Integration

Databases

Runtimes

Applications

Server

Virtualization

Hardware

Storage

Networking

Power, Facilities

Security & Integration

Databases

Runtimes

Applications

Server

Virtualization

Hardware

Storage

Networking

Power, Facilities

Security & Integration

Databases

Runtimes

Applications

Server

Virtualization

Hardware

Storage

Networking

Power, Facilities

You

man

ageM

anaged by Vendor

You

man

age

Managed by Vendor

Managed by Vendor

Software(as a service)

Cloud ERP BenefitsCloud / Web Application Standard Application

CloudInfrastructure

• All Cloud application benefits• All Cloud infrastructure benefits• PLUS …

• No hardware required• No software licensing• Start small – scale up quickly• No CapEx

• Scalable• Pay for use• Reduced IT costs• Faster implementation

StandardInfrastructure

• Access from anywhere• No client software• Mobile devices• Easy to maintain• Cross platform compatibility

• Business as usual

Deployment Cost Options

Key Questions to Ask• How easy it is to customize and integrate?• What is vendor lock-in?

o Do I have deployment options?o Can I get my data?

• What are common security concerns?• Do I need a Service Level Agreement (SLA)?• What is the pricing model, can I grow and shrink?

Competitive LandscapeAli Jani, VP Product Management & ServicesAcumatica

Cloud ERP – Not Just Financials

• ERP is no longer just about financials.

• Customers now expect smarter tools for data management and integration

16

Acumatica – An ERP Leader

“Even though Acumatica is a relatively new player in the space, its high usability and solid functionality makes it a compelling choice for SMBs looking for a cloud ERP offering .”

– Rebecca Wettemann, VP Research, Nucleus Research

Leader Quadrant

ERP Value Matrix

Facilitator Quadrant

Acumatica:Unlock Your Business PotentialJon Roskill, CEO, Acumatica

Acumatica at a GlanceThe Fastest-Growing Cloud ERP Company

Seattle, WA Global HQ

McLean, VA Sales & Support

Moscow, RussiaDev Center

SingaporeRegional HQPrimary shareholders: Founders, VC firms

Almaz and Runa Capital; and OEM partners Visma (KKR/HG Capital) and MYOB (Bain Capital)

John Howell Serguei BeloussovMike Chtchelkonogov

120+

Columbus, OHL2 Support

Montreal, CanadaDev Center

Leading Technology Companies Choose Acumatica• Largest software company in the Nordics, owned by KKR• 350,000 customers• Wanted a path to the Cloud for next-gen products• Investor in Acumatica

• Long-term, multi-million-dollar contracts gives Acumatica strong financial foundation

Private Label Agreements

In-a-Box

Co-Development

• Largest accounting software firm in Australia, Bain-owned• 1.2M customers• Signed 15-year, multi-million-dollar contract• Investor: Led last round of $13.3 million funding

• Leading Canadian IT company w/ 1,000+ Employees, $120M revenue

• 60,000+ customers• Vertical solutions: Hardware retail, daycare,

municipalities

Acumatica — The Core Product Suite

Financial Management

Distribution Management

Project Accounting

Customer Management Payroll

Cloud Partnerships

Acumatica Cloud is powered by Amazon AWS, is an AWS Advanced Technology Partner, in the Marketplace, & available on AWS Test Drive

Acumatica is first Cloud ERP product on IBM Cloud Marketplace

Acumatica, one of the first products on Microsoft Azure, supports O365 & Power BI integration

Acumatica now available on CenturyLink for specialized private cloud applications

Acumatica’s 3 GTM Models – 100% Channel DrivenAcumatica BrandedReseller Business

Private Label(OEM) Business

xRP Cloud Platform for Vertical ISVs

50+ ISVs extending the value of AcumaticaCloud ERP with complementary solutions

• Acumatica’s GTM approach to NA and APAC

• Fast-growing channel of more than 300+ VARs

• Recruited from Dynamics, Sage, Infor base• Resell Acumatica w/ VAR services

• Acumatica’s approach for low-cost international expansion

• Cloud strategy in-a-box for leading accounting SW firms

• Private label OEM agreements with national exclusivity

• Long-term royalty-based licensing model provides stable financial platform

• Acumatica’s approach to extending platform to vertical solutions

• Enables legacy ISVs to deliver enterprise-class SaaS quickly

• Royalty-driven model• Enabled by Cloud xRP Platform &

Acumatica Developer Network

No ERP* Simple Moderate High

Key P

layer

s

Market Opportunity: Mid-Market Abandonment

The Right Choice for SMBs andMid-Market Businesses

1m companies > $11B MM ERP Market Size

0

200

400

600

800

1,000

1,200

2010 2011 2012 2013 2014 2015

Customers

Acumatica Customers

Acumatica CustomersProfessional Services Manufacturing & Distribution Retail, E-Commerce, Software

& TelcoNon-Profit, Healthcare &

GovernmentF&B, Travel & Hospitality,

Transport

Brand Building

“The cloud ERP game of thrones is far from won, but Acumatica remains a player to watch.” Jon Reed, Diginomica

Acumatica – An ERP Leader

“Even though Acumatica is a relatively new player in the space, its high usability and solid functionality makes it a compelling choice for SMBs looking for a cloud ERP offering .”

– Rebecca Wettemann, VP Research, Nucleus Research

Leader Quadrant

ERP Value Matrix

Facilitator Quadrant

Still The Fastest Growing Cloud ERP in 2014

0

10

20

30

40

50

Grow

th Pe

rcenta

ge

ERP Vendor

>70% VAR revenue growth over last 2 quarters

>75% NA subscription revenue in 2014

Revenue Growth

Thank YouJon Roskill, CEOjon@acumatica.com

Acumatica Overview DemoRick Feterick, Account ExecutiveCrestwood Associates

Acumatica:Technology & DifferentiationAli Jani, VP Product Management & ServicesAcumatica

DB Cloud DEVMySQL database

SQL Server

Visual Studio

.NET Framework C# and ASP.NET

Acumatica Cloud xRP Platform

SSO Versioned APIs

Role-based Access

Multi-tenant Mobile Framework VS Templates Cross Browser Support

Acumatica Cloud ERP

Connected Add-Ons

FINANCIAL MANAGEMENT

DISTRIBUTION MANAGEMENT

PROJECT ACCOUNTING

CUSTOMER MANAGEMENT

TAX CALCULATION

SHIPPING & LOGISTICS

E-COMMERCE

POINT OF SALE

NON PROFIT

PAYROLL

Embedded Vertical Applications

FIELD SERVICE MANAGEMENT

HOUSING MANAGEMENTMANUFACTURING

GOVERNMENT CONTRACTING

Analytics

IBMCenturyLink

Acumatica Cloud ERP and xRP

Acumatica Tenancy Models

Customer 1 Customer 2 Customer 5Customer 3

Multi-tenant Database (MS-SQL or MySQL)

Customer 1 Customer 2 Customer N…Customer 5

Dedicated Database

Multi-tenant Application Servers(Load Balanced) …

Customer 5Dedicated ApplicationMulti-tenant Application

Acumatica Cloud ERPSingle or Multi-Tenancy | n-Tier Scalability | Extensibility

Customer 3 Dedicated Database

Customer 4

Customer 4 Dedicated Database

Application Instance

Database Instance

Acumatica Technical Deep Dive

• Customization Manager

• Web Services

• O365

• PowerBI/OData

Demo

The Road Ahead

Rapid Release Cycle

5.1 (Q1 2015)

5.2 (Q2 2015)

5.3 (Q3 2015)

5.4 (Q4 2015)

6.0 (Q1 2016)

Mapping to Product

Experience Features Extensibility

Looking Ahead: RoadmapAcumatica 5.x

• Inquiries with Pivot Support• REST Web Services API• OData Interface

Acumatica 6.0• Advanced Business Activity Monitoring• Expanded Mobile Applets• CRM+• Advanced Workflow Automation• Multi-tenat Extensions

Acumatica & Crestwood Associates TeamsThank You