Financial Edge NXTTM

Vision and SolutionPresented by Carey Carlson and Tom Walker

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Agenda

VISION

ROADMAP

DEMO

YOUR PATH TO NXT

VISION

Intuitive. Reliable. Fully integrated on one cloud platform. Financial Edge NXT gives you the accounting power nonprofitsneed to empower transparency, stewardship and compliance.

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True Cloud Technology

Intuitive design and in-product supportAnywhere accessInherent Collaboration

Reduce overhead and IT administration burdenLeverage our expertiseSubscription pricing

Data privacy and securityStrong integrationContinuous innovation

Empower Your Teams

Improve Your Bottom Line

Strengthen Your Technology

VISION

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What You’re Used To

VISION

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Simple, Beautiful Interface

VISION

Comprehensive Accounting that you expect from Blackbaud

VISION

ALS

HOPE

FOUNDATIO

VISION

BUT ENOUGH TALK…

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Roadmap Intro

Release Every 1-2 Months

Phased delivery to ensure highest priority functionality

Never have to install software to receive updates

Proactive communication of upcoming features

ROADMAP

Limited ReleaseGeneral Ledger• Records:

• Add/Edit, Lists (Filter/Search)• Accounts, Projects, Grants

• Journal Entry: • Add/Edit/Default; Lists (Filter/Search)

• Reports: • Lists, Inc. Statement, Bal Sheet• Custom Mgmt Report, GL Detail

Treasury• Bank Accounts: Add/Edit• Registers:

• Search• Filter• View Reconciliation History

• Cash Receipts: Deposits, Receipts

Accounts Payable• Vendors: Lists (Filter/Search), Add/Edit• Invoices: Approval, Add/Edit, Copy

Invoices: • Credit Memos: Add/Edit• Reports: Open Invoice Report

Control Panel• Invite Users:

• Lists (Filter/Search), Invite/Un-invite• Other:• Single Sign-On• Access Database View• In-Product Chat, Help, Community

Shown as of June 15. Releases indicate delivery in the NXT web experience. Prior to release, Functionality will be accessed in the database view. Roadmap subject to change

Available to Customers Upon Enablement

• Online Bank Integration

• Credit Card Management

• Reporting

Future Releases

Shown as of June 15. Releases indicate delivery in the NXT web experience. Prior to release, Functionality will be accessed in the database view. Roadmap subject to change

• Purchase orders

• Media

• Check Printing

• Reporting

• General Ledger

• Accounts Payable

• Bank Accounts

• Cash Receipts

• Initial reports

• Accounts Receivable

• Client Feedback

• Dashboards

• Budgeting

• API’s

• Client Feedback

Phased Development Approach

Summer 2015 Summer 2016

Initial Release

• Allocation Management• Consolidation management• Webportal• Fixed Assets

• Phase 2: Replacement of com layer• Multi-currency• Statistical accounts• Canadian Support

• Administration• Payroll• Queue• Cross-Platform Analytics

POST- Summer 2016

Financial Edge NXTTM

Your Path to NXTPresented by Carey A. Carlson

WHY?

Migrations Can Be Complex…

Resemble a completely new system implementationMapping DocumentsData ConversionsSystem Down TimeTraining

BLACKBAUD CONFIDENTIAL 16

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Simple Migration Process

Intuitive. Reliable. Fully integrated on one cloud platform. Financial Edge NXT gives you the accounting power nonprofitsneed to empower transparency, stewardship and compliance.

Comprehensive Accounting that you expect from Blackbaud

Complete Accounting

BLACKBAUD CONFIDENTIAL 20

HOW?

How to Prepare for NXT

Hosting• Real-time anywhere access• Always up to date software• Cloud monitoring 24x7• No IT infrastructure required!

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How to Prepare for NXT

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Prepare your database

• Scrub Data

• Inactivate out dated records

• Close fiscal years

• Delete old reports and queries

• Review End User Security models

How to Prepare for NXT

Professional Services

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INFORM

Identify training opportunities, & define

the best method of delivery.

ANALYZE

Analyze data health, business processes,

security, and reporting.

PLAN

Build & deliver a comprehensive

FE:NXT readiness plan unique to your

organization.

EXECUTE

Execute on priorities, measure success and

get results.

How to Prepare for NXT

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System Re-implementation• Enhanced system reporting• Retain history• Multiple databases

What we would like to know…

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Are you excited about Financial Edge NXT?

Do you feel you understand the path to NXT?

Have we provided you with enough information on Financial Edge NXT?

QUESTIONS?