Cloud 2013David M. Cieslak, CPA.CITP, CGMAArxis Technology, Inc.
AgendaPerspectiveCloud ConceptsMoving to the CloudProductivity / Office suitesFile collaborationBackupBusiness Process Out...
PerspectiveYesterdayServers - In-house, single purposeDesktop - stationary machines, single display, laptops for selected ...
PerspectiveTomorrow – All devices seamlessly work togetherServers - Migrate more critical servers / services to cloud (pub...
Cloud Concepts
The JourneyMainframe Client Server Internet Software as a ServiceTimeInnovationCloudComputing■ Single systemprocessing■ Re...
DefinitionsCloud computing…The word "cloud" is used as a metaphor for "the Internet"Cloud computing is the process of outs...
Cloud Computing ModelsOn Premise IaaS PaaSStorageServersNetworkingO/SMiddlewareVirtualizationDataApplicationsRuntimeStorag...
Why Cloud Computing?Reduced internal IT infrastructureBackup & redundancy in the CloudPredictable monthly costsLow/no cost...
Compared to On-Premises The Cloud Offers Better ROI + Shifts Fixed CAPEX toVariable OPEX• ApplyFixes, Patches, Upgrade• Do...
Security, Infrastructure, and OperationsEvaluate Cloud Vendor Operating Capabilities•Should be far better than you can aff...
Deployment Models
Deployment ModelsPublic cloudPrivate cloudHybrid cloud
Public CloudApplications, storage, and other resources are made available to the generalpublic by a service provider. Thes...
Private CloudDedicated system of servers, managed for a single enterprise.Servers can be either maintained on-premise or o...
Hybrid CloudsCombine the best of private cloud (security, control) and public cloud(flexibility, cost) installations.In a ...
Moving to the Cloud
What’s SaaS ready?Productivity Suites (Desktop & E-Mail)File storage/sharing/collaborationBackupAccounting/ERPCRM
Purchase options – Office 2013 (single payment) or Office 365 (subscription)Hybrid approach – Combines locally installed v...
Home PremiumWord, Excel, PowerPoint, OneNote, Outlook, Publisher, InfoPath, Access, Skype & SkydriveInstall on up to five ...
Small BusinessExchange Online – 25GB/user, spam & malware protection, 99.9% uptime -$4/user/mo.Office 365 Small Business –...
BusinessProPlus - Word, Excel, PowerPoint, OneNote, Outlook, Publisher, InfoPath,Access, Skype & Skydrive - install on up ...
On-line file storage and sharing across devicesSupports Windows, iOS & Android todayIntegrated with Office 2010, 2013 and ...
Demonstration
Gmailyou@yourcompany.comOffline support25GB storageE-mail delegationCalendarTeam schedulingOffline supportDelegationPublis...
Google Drive5GB Free10GB max file sizeWindows, Mac & AndroidIntegrated with Google Docs
Demonstration
Files automatically sync across multiplecomputers, and the Web when files changeVersion historyShare folders2GB free / up ...
5GB freeSSL transmission / 128-bitencrypted storageMulti platform – Windows, Mac, iOSFolder independentFile versioningOutl...
Capture anythingAccess on any deviceShare!
BackupMozy ProDesktop Licenses: $3.95 per month + $0.50/GB per monthServer Licenses: $6.95 per month + $0.50/GB per monthC...
Business ProcessingOutsourcing
Large SMB(100,000 Companies)Employees 500-2500, $250M-$1B RevenueEnterprise(9,000 Companies)Employees 2500+, >$1B RevEntry...
Intacct Accountant EditionCPA focused contentRed flag alerts for AP & ARCollaborate with clients in real timeBuilt in work...
Integrated usingWeb ServicesAccounting andFinancial ManagementApplications
Intacct adapts to your businessnow and into the futureEasy to get started with bestpractice dashboards and reportsEasy to ...
@dcieslak
David M. Cieslak, CPA.CITP, GSECPrincipal at Arxis Technology, Inc.Frequent speaker for AICPA, FlaggManagement, Sleeter Gr...
Arxis Technology – OverviewEstablished in 1994; merger of two CPA firmsLocations: Simi Valley, Huntington Beach, Chicago, ...
Cloud 2013
Cloud 2013
Cloud 2013
Cloud 2013
Cloud 2013
Cloud 2013
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  • https://www.sugarsync.com/products/
  • Tape is the most common secondly hdd arrays. These all go bad and require regulary maintenance. But again, what happens in a true disaster or pandemic
  • These are not “toy” applications; rather they are proven technology that integrate well using “web services” technology – Benefits include realtime integration, and publisher sponsorship in many cases. Intacct is but one example. Cite: content management, Project management, SFDC, and others integrated via publisher sponsored and maintained web services tools. Allows for ubiquitous access and use, and shifts the burden of risk away from the users and to the publishers. VERY different than a var-only, premise-based integration.
  • Paint a vision of how we can grow with them:Keep hitting the theme of our software fits to your company, not the other way around“We’re the last financial management solution you’ll ever need” – the flexible architecture message is our best message, our secret sauce. Tell them why that matters.Mention that we’re built to integrate, and begin hinting at the platform messageObviously highlight that our “Multi-Everything” blows away the competition, and that we’re on par with SAP R3 for a fraction of the costBe up-front about how changing systems is always a high risk, add on activity, no one wants to do it. But we can meet their needs today, and without having to change it again takes the risk out of the durability of this change
  • Cloud 2013

    1. 1. Cloud 2013David M. Cieslak, CPA.CITP, CGMAArxis Technology, Inc.
    2. 2. AgendaPerspectiveCloud ConceptsMoving to the CloudProductivity / Office suitesFile collaborationBackupBusiness Process Outsourcing
    3. 3. PerspectiveYesterdayServers - In-house, single purposeDesktop - stationary machines, single display, laptops for selected usersMobile – cell phonesTodayServers – server infrastructure virtualizedDesktops – mix of older legacy machines and laptops, multiple monitorsMobileTabletsSmart phoneEcosystems – Windows, Apple, Android
    4. 4. PerspectiveTomorrow – All devices seamlessly work togetherServers - Migrate more critical servers / services to cloud (public & private)Desktop – Touch based Ultrabooks with connectivity to multiple displaysMobile –Tablet / Phablet / ConvertibleSmartphone
    5. 5. Cloud Concepts
    6. 6. The JourneyMainframe Client Server Internet Software as a ServiceTimeInnovationCloudComputing■ Single systemprocessing■ Resource co-location■ Distributed users■ Matured intoIntegrated BusinessSuites vs Best ofBread■ Remote access ofsolutions oftraditional “thick”client applications■ Focus on non-corebusiness functions■ Delivered and managed remotely■ True Software as a ServiceApplications: Multi –tenant,Subscription basedInnovationEnd-User Expectations
    7. 7. DefinitionsCloud computing…The word "cloud" is used as a metaphor for "the Internet"Cloud computing is the process of outsourcing IT services – such asservers, storage and applications – to a shared platform accessed via theInternet.End users access cloud based applications through a web browser or alight weight desktop or mobile apps while business software and data arestored on servers at a remote location.Services are provided as a utility, most often on a subscription basisSaves money and energy, as a vendor maintains the infrastructure andapplications that run in the cloud environment instead of the organization.
    8. 8. Cloud Computing ModelsOn Premise IaaS PaaSStorageServersNetworkingO/SMiddlewareVirtualizationDataApplicationsRuntimeStorageServersNetworkingO/SMiddlewareVirtualizationDataApplicationsRuntimeYoumanageManagedbyvendorManagedbyvendorYoumanageYoumanageStorageServersNetworkingO/SMiddlewareVirtualizationApplicationsRuntimeDataSaaSManagedbyvendorStorageServersNetworkingO/SMiddlewareVirtualizationApplicationsRuntimeData
    9. 9. Why Cloud Computing?Reduced internal IT infrastructureBackup & redundancy in the CloudPredictable monthly costsLow/no cost upgrades – always running the latest versionAnywhere, anytime access, on ANY device, i.e. everything through a browserNo/limited install of local files & programs
    10. 10. Compared to On-Premises The Cloud Offers Better ROI + Shifts Fixed CAPEX toVariable OPEX• ApplyFixes, Patches, Upgrade• Downtime• Performance tuning• Rewrite customizations• Rewrite integrations• Upgrade dependentapplications• Subscription fee• Training• Configuration• Ongoing burden on IT• Maintain/upgradehardware• Maintain/upgrade network• Maintain/upgrade security• Maintain/upgradedatabase• TrainingOngoing Costs Ongoing Costs* Yankee Group DecisionNote Technology AnalysisOn-Premises Software Cloud Computing
    11. 11. Security, Infrastructure, and OperationsEvaluate Cloud Vendor Operating Capabilities•Should be far better than you can afford todeploy yourselfTier one data center(s)Encryption & hardened systems24x7x365 operationsDisaster recovery centerRedundant hardware and networkingSAS 70 type II audited – becoming SSAE 16•Possible because costs are spread acrossthousands of organizations
    12. 12. Deployment Models
    13. 13. Deployment ModelsPublic cloudPrivate cloudHybrid cloud
    14. 14. Public CloudApplications, storage, and other resources are made available to the generalpublic by a service provider. These services are free or offered on a pay-per-use model. Generally, public cloud service providers like Microsoft andGoogle own and operate the infrastructure and offer access only via Internet(direct connectivity is not offered).
    15. 15. Private CloudDedicated system of servers, managed for a single enterprise.Servers can be either maintained on-premise or off-premise at a third partylocation.Private cloud provides greater control and performance, besides providinggreater security for data and applications.Best suited for industries that are highly regulated (defense, healthcare, etc)and enterprises that run strategic applications that require high performance.
    16. 16. Hybrid CloudsCombine the best of private cloud (security, control) and public cloud(flexibility, cost) installations.In a hybrid cloud installation, the enterprise maintains a private cloud thattakes care of the normal workloads and utilize the public cloud during peakworkloads and dealing with less sensitive data.Best suited for organizations dealing with data of various sensitivity and withhighly variable workloads.
    17. 17. Moving to the Cloud
    18. 18. What’s SaaS ready?Productivity Suites (Desktop & E-Mail)File storage/sharing/collaborationBackupAccounting/ERPCRM
    19. 19. Purchase options – Office 2013 (single payment) or Office 365 (subscription)Hybrid approach – Combines locally installed versions of softwarecomponents like Outlook, Word and Excel with cloud-based features thatenable users to sync their files and data across devicesMultiple versions – Home, Small Business & Midsize Business
    20. 20. Home PremiumWord, Excel, PowerPoint, OneNote, Outlook, Publisher, InfoPath, Access, Skype & SkydriveInstall on up to five devices20+ GB SkyDrive storage60 min. of Skype calls per month$99/user/yr.
    21. 21. Small BusinessExchange Online – 25GB/user, spam & malware protection, 99.9% uptime -$4/user/mo.Office 365 Small Business – Adds Office Web Apps, Webconferencing, public website - $6/user/mo.Office 365 Small Business Premium - adds desktop versions ofWord, Excel, Outlook, OneNote, Access, Publisher & Lync. On up to (1-10users) - $15/user/mo.
    22. 22. BusinessProPlus - Word, Excel, PowerPoint, OneNote, Outlook, Publisher, InfoPath,Access, Skype & Skydrive - install on up to five devices - $144/user/yr.MidSize Business – adds Exchange Online, Lync Online, SharePointOnline and Active Directory integration (10-250 users) - $180/user/yr.Enterprise
    23. 23. On-line file storage and sharing across devicesSupports Windows, iOS & Android todayIntegrated with Office 2010, 2013 and Windows 87GB – FREE!
    24. 24. Demonstration
    25. 25. Gmailyou@yourcompany.comOffline support25GB storageE-mail delegationCalendarTeam schedulingOffline supportDelegationPublish to web siteDocsSpreadsheetsWord ProcessingPresentationsImport/export capabilitiesPDF creationRevision historyTemplatesDrive
    26. 26. Google Drive5GB Free10GB max file sizeWindows, Mac & AndroidIntegrated with Google Docs
    27. 27. Demonstration
    28. 28. Files automatically sync across multiplecomputers, and the Web when files changeVersion historyShare folders2GB free / up to 100GB paidWindows, Mac & LinuxSecure –Transmitted via SSLStored with AES-256 encryptionSAS 70 certifiedMobile apps available & integratedDropbox for Business
    29. 29. 5GB freeSSL transmission / 128-bitencrypted storageMulti platform – Windows, Mac, iOSFolder independentFile versioningOutlook pluginGreat user experience!Administrative control
    30. 30. Capture anythingAccess on any deviceShare!
    31. 31. BackupMozy ProDesktop Licenses: $3.95 per month + $0.50/GB per monthServer Licenses: $6.95 per month + $0.50/GB per monthCarboniteUnlimited # of computers / 250GB/yr. - $229Intronis
    32. 32. Business ProcessingOutsourcing
    33. 33. Large SMB(100,000 Companies)Employees 500-2500, $250M-$1B RevenueEnterprise(9,000 Companies)Employees 2500+, >$1B RevEntry(23M Companies)Employees 1-4, < $1M RevenueSmall SMB(3.2M Companies)Employees 5-99, $1-50M RevenueMedium SMB(600,000 Companies)Employees 100-499, $50M-$250M RevenueCompetitive LandscapeCloud vs. On-Premise
    34. 34. Intacct Accountant EditionCPA focused contentRed flag alerts for AP & ARCollaborate with clients in real timeBuilt in workflowCPA firm branded solutionCore modules include: General Ledger, Accounts Payable, AccountsReceivable, Cash Management, Order Entry, Purchasing, EmployeeExpenses, Standard Reporting, and DashboardsIntacct VAR EditionSold thru reseller communityAll modulesCustomer branded
    35. 35. Integrated usingWeb ServicesAccounting andFinancial ManagementApplications
    36. 36. Intacct adapts to your businessnow and into the futureEasy to get started with bestpractice dashboards and reportsEasy to adapt and scale yourbusiness with Intacct’s multi-everything architectureEasy to individualize, extend andintegrate to match your preciseneeds and processes
    37. 37. @dcieslak
    38. 38. David M. Cieslak, CPA.CITP, GSECPrincipal at Arxis Technology, Inc.Frequent speaker for AICPA, FlaggManagement, Sleeter Group, K2 &numerous state accounting societiesCurrently serves on the CalCPA Boardof Directors & Sage Mid-Market ERPPartner Advisory CouncilNamed one of Accounting Today’s 100Most Influential People in Accountingten timesCPA Practice Advisor – 2011-13 Top 25Thought LeaderAKA “Inspector Gadget”Phone: 805-306-7800dcieslak@arxistechnology.comwww.arxistechnology.comTwitter: dcieslak
    39. 39. Arxis Technology – OverviewEstablished in 1994; merger of two CPA firmsLocations: Simi Valley, Huntington Beach, Chicago, Phoenix28 employees; 18 consultantsCharter member: Information Technology AllianceResellers of Sage, SAP, Intacct, Intuit & Microsoft software

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