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Using Cheap Technology to Improve Your Bottom Line
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Using Cheap Technology to Improve Your Bottom Line

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Using Cheap Technology to Improve Your Bottom Line Using Cheap Technology to Improve Your Bottom Line Presentation Transcript

  • Presented By Adam C. Pozek, ERPA, QPA, QPFC Partner Using Cheap Technology to DWC ERISA Improve Your Bottom Line Consultants, LLC And NTSAA 403(b) Advisor Summit February 2012Yannis P. Koumantaros, CPC, QPAConsulting Shareholder Spectrum Pension Consultants, Inc.
  • Obligatory Opening Disclaimer THE VIEWS EXPRESSED BY THE SPEAKERS ARE THEIR OWN AND DO NOTNECESSARILY REPRESENT THE VIEWS OF ANY PERSON, LIVING OR DEAD, REAL ORFICTITIOUS, SHORT OR TALL, MALE OR FEMALE, RELIGIOUS OR ATHEIST, WITH A FULL HEAD OF HAIR OR…WELL, YOU GET THE POINT.NO PEOPLE OR ANIMALS WERE HARMED IN THE MAKING OF THIS PRESENTATION.
  • Today’s Agenda Why we are here E-mail tools Cloud storage Billing Travel Other tools Slide | 3 View slide
  • Part 1W HY W E A RE H ERE View slide
  • Why We Are Here Slide | 5
  • Technology Moves Fast No longer use the term “cutting edge” More than a half million apps in the iTunes App Store More than 40 million iPads sold in first 18 months Global smartphone adoption at 27% Financial services industry notoriously slow uptake of new technology Notion that adoption of new technology requires huge expenditures Slide | 6
  • Part 2E- MAIL
  • Hosted Exchange Server Allows full Microsoft Outlook/Exchange capabilities without in-house server or IT staff ◉ Shared calendars ◉ Internal e-mail lists ◉ E-mail aliases ◉ Auto responders ◉ Archiving and monitoring ◉ Integrated support for mobile devices SurveyMonkey Slide | 8
  • Hosted Exchange Server MailStreet ◉ $10.95 per user per month ◉ Includes licensed copy of Outlook ◉ Includes virus scanning of all inbound e-mails ◉ 125 GB total storage RackSpace ◉ $10 per mailbox per month ◉ Similar features Others ◉ Intermedia ◉ Fuse Mail Slide | 9
  • Xobni E-mail/address book plug-in Analytics ◉ Number of e-mails ◉ Best times to get a response Contact info ◉ Auto search of social networking sites ◉ Auto compilation from e-mail signatures, etc. Account types ◉ Basic – Free ◉ Plus - $29.95/year Slide | 10
  • Part 3C LOUD S TORAGE
  • DropBox Secure, web-based storage Creates folder on local computer and syncs all contents Share folders with other DropBox users Share individual files with anyone via custom, secure URL Mobile apps for all common platforms Slide | 12
  • DropBox Slide | 13
  • DropBox Pricing ◉ Basic – 2 GB for Free ◉ Pro 50 – 50 GB for $9.99 per month ◉ Pro 100 – 100 GB for $19.99 per month ◉ Teams - $795 per year for 5 users and 1 TB shared storage Slide | 14
  • Box.net Same general features as DropBox Provides greater flexibility in synchronization Allow other users to post comments on files Larger size limits on sharing files with non-users More robust administrative controls designed for managing groups of users Business/Enterprise accounts ◉ Custom branding with logo, etc. ◉ Integration with LinkedIn Slide | 15
  • Box.net Pricing ◉ Basic – 5 GB for Free ◉ Upgraded Personal – 25 GB for $9.99 per month ◉ Business – 1,000 GB for $15 per user per month  Minimum of 3 users ◉ Enterprise – Unlimited storage, custom pricing Slide | 16
  • JungleDisk Works more like a web-based file server Map online folders as drive letters on each local computer Create access permissions for each folder Share files in certain folders with non-users via secure URL Drag and drop files from local computer to server Slide | 17
  • JungleDisk Slide | 18
  • JungleDisk Pricing ◉ Workgroup Edition  $4 per user per month, plus  $0.15 per GB of storage per month  Includes 10 GB of storage per user ◉ Server Edition  $5 per user per month, plus  $0.15 per GB of storage per month  Includes 10 GB of storage per server Slide | 19
  • iCloud Some of the same basic features as DropBox Added features for e-mail, contacts, calendars, etc. ◉ May be useful for those who don’t use mail server. Slide | 20
  • iCloud Pricing ◉ 5 GB storage = free ◉ Additional storage  10 GB = $20 per year  20 GB = $40 per year  50 GB = $100 per year Slide | 21
  • Part 4B ILLING
  • Expensify Expense Reports that Don’t Suck! Expensify ◉ Scan Photos with your iPhone, Blackberry or Android ◉ Get IRS Ready eReceipts from 94% of US Credit Cards ◉ Email full color PDF Expense Reports, Receipts, Etc. ◉ Export Expenses to your QuickBooks ◉ Reimburse Employees by Credit Card or Direct Deposit Costs ◉ Free to Submit ◉ $5/submitter per month to approve (2 free) Slide | 23
  • Harvest Cloud-based time tracking and billing made easy Track expenses and electronically store receipts Create recurring invoices Deliver invoices electronically Accept online payment Run offline desktop widget for quick time entry Integrate with QuickBooks Slide | 24
  • Harvest Slide | 25
  • Harvest Slide | 26
  • Harvest Pricing ◉ Solo – $12 per month for 1 user + $10 per user per month up to a total of 3 ◉ Basic - $40 per month for 5 users + $10 per user per month up to a total of 10 ◉ Business - $90 per month for first 10 users + $10 per user per month with unlimited users Slide | 27
  • eBillity Similar to Harvest Provides more reporting options Create customized e-mail reminders regarding past due balances, etc. Allow clients to login to a secure portal showing billing history Slide | 28
  • eBillity Pricing ◉ Free – 1 user  Up to 3 clients and 5 projects ◉ Standard - $19.95 + $9.95 per user per month  Up to 20 clients and 30 projects ◉ Premium - $39.95 + $19.95 per user per month  Unlimited clients and projects  Accept online payments  Create Client Access Portal Slide | 29
  • Part 5T RAVEL
  • Leaving On A Jet Plane Slide | 31
  • YAPTA YAPTA (Your Amazing Personal Travel Assistant) ◉ Track flight prices; save money  E-mail alerts on deals when prices drop ◉ Select multiple flights/carriers/days  Pick the best deal  Airline refunds after you buy Slide | 32
  • Part 6M ISC
  • CopyTalk Transcription service via phone Up to 4 minutes per call Results delivered same day via e-mail or secure download $79.95/month Slide | 34
  • Audiotorium Note taking app for iPad ◉ Customize with difference fonts, paper textures, etc. ◉ Set text expanders with common phrases, comments, etc. Incorporates audio recording Integrates with DropBox for instant backup to the cloud ◉ Share with others instantly Available on iTunes for $5.99 Slide | 35
  • Audiotorium Slide | 36
  • Vlingo Voice commands for most mobile phones ◉ Send texts, e-mails ◉ Create calendar entries, tasks, memos ◉ Update Facebook, Twitter Downloads ◉ Basic – Free ◉ Plus - $17.95 www.vlingo.com www.facebook.com/VlingoPage Slide | 37
  • Vlingo Slide | 38
  • Skype Free skype-to-skype video calls Slide | 39
  • DocuSign Ink Sign and send any kind of document, all online Works via outlook and various mobile devices No need to print, scan, fax, etc. Pricing ◉ Free for basic version with unlimited signing, storage, etc. ◉ Custom versions for insurance, financial services, real estate and others  Custom integrations with CRMs  Creation of forms to capture specialized information ◉ Custom pricing Slide | 40
  • DocuSign Ink Slide | 41
  • Mobile Applications iPhone ◉ iTunes App Store ◉ Cydia (for jailbroken phones) Blackberry ◉ appworld.blackberry.com/webstore ◉ software.crackberry.com/homeSoftware.asp ◉ www.blackberryfreeware.com Android (Google) ◉ http://www.android.com/market ◉ http://androidcommunity.com Slide | 42
  • All Work And No Play… Slide | 43
  • All Work And No Play… Slide | 44
  • Questions Page | 45 Adam C. Pozek, ERPA, QPA, QPFC DWC ERISA Consultants, LLC651.204.2600 ext. 107 www.linkedin.com/in/adampozekAdam.Pozek@DWCConsultants.com Twitter.com/PozekOnPensionwww.DWCConsultants.com www.PozekOnPension.com Yannis P. Koumantaros, CPC, QPA Spectrum Pension Consultants, Inc.253.565.2100 ext. 258 www.linkedin.com/in/yanniskoumantarosYannis@SpectrumPension.com Twitter.com/RankMy401kwww.SpectrumPension.com blog.SpectrumPension.com