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SUPERION – Sales Playbook

                      Title       Core Responsibilities   Purchasing          They Want              ONESolution
                                                           Role                                        Feature

                                Overall responsibility for           Dashboard and workflow for
                                 the General Ledger and              tracking, notification and

                                       Budget.                       approvals. Integrating all aspects
                 Finance                                             of the office in one database to
                                Responsible for ensuring
                 Director/        all accounting-related   Key decision   maximize efficiency; and reporting   Yes
                 Controller/      activities comply with   maker     to meet the state, local and ad-hoc
                 Comptroller/C   local, state and federal            requests – including CAFR
                 hief Financial                                      (Comprehensive Annual Finance
                                   laws and Generally
                 Officer                                             Report). Extend web-based
                                  Accepted Accounting
                                                                     services to constituents to further
                                   Principles (GAAP)
                                                                     improve department efficiency
                                                                     (mainly related to collection of
                                                                     revenue.)


                 Accounting
                 The Accounting Department is the hub for the Finance team because it manages the setup of accounts and
                 movement of funds. Finance establishes Accounting-related policies and procedures for an agency related
                 to any revenue of expenditures.
                 Members of the Accounting department rarely interact with citizens. Instead, they track the money
                 brought into an agency through fees and taxes and the money spent. Like most Finance departments,
                 Accounting typically manages their work through an automated system, regardless of agency size. Often a
                 Certified Public Accountant (CPA) is appointed by a mayor or council board to head the Accounting
                 department.


                 Finance/Accounting will be the ultimate decision maker/controller of the:
                     1.  Amount of money allocated to a department for budgeting
                     2.  Purchasing procedures ranging from office supplies to RFPs for major items
                     3.  Procedures for paying for the items purchased
                     4.  Procedures for accurately tracking revenue
                     5.  Payroll guidelines and execution, in conjunction with Human Resources

                 Finance departments can be unduly burdened by inefficiencies that can be offset by our software. These
                 inefficiencies are most frequently related to:

                     •  Budgets: time/communication limitations for budgeting season
                     •  Revenue Collection: communication limitations in transferring revenue from one department to
                        Finance, i.e., money Community Development collected for Code Enforcement tickets
                     •  Projects: tracking complex projects – different revenue sources, such as taxes or grants, to fund
                        construction of new buildings or roads and bridges and the costs associated with building the
                        structure.



                 3/8/2018

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