Remote Controller - Method

Introduction to Method

WELCOME
The Remote Controller®
Meetup Group for QuickBooks® Consultants
Presented by Peter Audenas, President Remote Controller®
© 2010 Remote Controller. All rights reserved.

Our Mission
To make all participants more successful Intuit® Product Consultants and Solution Providers, to small- and medium-sized businesses

Overview of Today’s Topics
Introduction
Presenter
Participant Profile
Group Meeting Protocol
High Level Overview of Method
Method and Cloud Computing
Method Features and Functionality
Why Choose Method
Pricing Handout Summary
Software Demonstration
Conclusion
Benefits to Meeting Participants
Remote Controller® Service Offerings
Contact Information

Presenter – Peter Audenas
30 Years Working with Small Closely Held Businesses:
9 Years - Public Accounting – small, medium and Big 6
9 Years - Corporate Accounting as Controller and CFO
12 Years - founder and owner of Remote Controller®
Areas of experience–

Presenter – Peter Audenas
10+ years working with QuickBooks®
Certified QuickBooks®ProAdvisor
Intuit® Solution Provider
Certifications –
Enterprise
Retail Solutions
Field Service Management ES
QuickBase

Participant Profile
Intuit® Solution Providers (ISP)
QuickBooks®ProAdvisors
ISP and/or ProAdvisor “Wannabes”
Invited Guests, Partners, Vendors
Consultants that work with QuickBooks® and related solutions
Consultants looking for new solutions to offer their clients and prospects
CPA firms looking for new sources of revenue

Group Meeting Protocol
Currently, group meetings are Free-of-Charge!
Meals are included at these meetings
We will begin meetings 10 minutes after the stated start time and end 10 minutes early to allow to ensure timeliness and encourage networking
Other networking within the group is done via LinkedIn
Every meeting will have a specific agenda and course outline

Today’s Topic: What is Method?
A QuickBooks®-integrated, web-based platform with industry-specific apps
Start with a web-based version of your QB data, complete with a Customer Center, Vendor Center and Employee Center
Changes made in either QuickBooks® or Method are synchronized in real time
Fully Customizable – create your own screens, tables, fields, actions and customer portals, using a simple drag-and-drop interface – No coding needed!

Method – Cloud Computing
Method Apps
Developer Apps
Base Method Apps
Method Field Svcs
Method Ware-house
QXpress Online
Full Blown
Starter
CRM
XORA
Pendulum
SQL Enterprise Database
Method Graphical User Interface (GUI)

Method – Cloud Computing Expanded
Office A
Office B
Office C
Method Integration Engine
QB Application
QB Application
QB Application
QB Data File
User 1
User 2
User 3
User 4
User 5
User 6
User 7
User 8
User 9

Method – Features and Functionality
Industry Specific
Customizable
Accounting Integration
Web-based

Method Feature: Industry-Specific
Method provides an Application Library containing industry-specific apps to use as your starting point
Each application is just as powerful as your off-the-shelf “boxed” solution
What makes Method unique is its ability to be customized

Method Feature: Customizable
Each industry-specific Method app is built by Method Consultants using the same customization tools available to you
Don’t like a feature? Change it
Don’t need a feature? Remove it
Need a new feature? Build it

Method Feature: Accounting Integration
Method seamlessly integrates with your entire QuickBooks® database
Changes made in QuickBooks® are updated in real-time to Method
Changes made in Method are updated in real-time to QuickBooks®

Method Feature: Web-Based
There’s no denying it: the world is changing and so is the way we do business
Customers and vendors interact by email and through each others’ websites
Employees work remotely outside the office
Business decision makers want real-time access to data anytime, anywhere
Method, being web-based, gives you all these capabilities and more

Why Method is Superior to Custom Development
Hiring a programmer to build a custom program can eventually solve 100% of your needs, but be prepared for a long, expensive, bumpy ride
With Method, your project time and cost is a fraction of that with a custom developer, yet you end up with a better net result

Why Method is Superior to Its Competitors
Web-based, do-it-yourself and CRM apps are popular: they allow customization but not QuickBooks® integration
Method built in QuickBooks® integration from the ground floor, enabling you to build business apps that just aren’t possible on the other platforms
Traditional industry-specific solutions are structured for your industry as a whole, but do not embrace the points of difference that make your company unique
With Method, you can run your own system your way!

Editions & Apps
The challenges you face are different from someone else's, so we created three base editions: Method Starter Edition, Method CRM Edition and Method Full Blown Edition.
Specialized, industry-specific, apps will continue to be added by our team and by 3rd Party Developers until there is an app that meets the fundamental needs of nearly every major market segment. Scheduled for release in 2009 are: Method Agriculture, Method Automotive, Method Construction, Method Education, Method Healthcare, Method Non-Profit, Method Professional Services, Method Property Management, Method Real Estate, Method Retail, Method Software Business and Method Studios.

(contd.)
Method Starter Edition
Sep-04-2008 by Method Integration
Type: Remote Access
Method Starter Edition gives you remote access to your desktop QuickBooks data, with customizable QuickBooks-style screens for viewing, adding and editing lists and transactions.
Monthly subscription: $25 first user, $15 per additional user
Method CRM Edition
Type: CRM
Method CRM Edition for QuickBooks contains all the features of Method Starter Edition, plus Customer Relationship Management (CRM) capabilities for tracking marketing campaigns, sales opportunities and customer service cases.
Method Full BlownEdition
Type: CRM
Method Full Blown Edition for QuickBooks contains all the features of Method CRM Edition, plus industry-specific capabilities. Download screens and apps from the Method Application Library, design and share screens with other users, and create your own databasetables.

(contd.)
Xora Connector
Nov-22-2008 by Method Integration
Type: Field Services
The Xora Connector is a bridge that connects QuickBooks with Xora - an application that allows field service staff to collect start and stop times, as well as GPS locations, on a mobile phone. With this Xora Connector bridge, job times entered into Xora are posted to QuickBooks for payroll and/or billable time.
Monthly subscription: $20 first user, $3 per additional user*
*NOTE: Pricing is per Method user, not per Xora user. One Method user can download from unlimited Xora user accounts
QXpress Online
Jan-05-2009 by Alocet Incorporated
QXpress Online is a web based version of the field-service industry leading desktop product QXpress Scheduling Software. It gives users of QuickBooks the ability to schedule one time or recurring services, print work orders and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices.
Method Field Services
Mar-02-2009by Method Integration
Method Field Services gives QuickBooks users in the Field Services Industry the ability to schedule one time or recurring services, print work orders and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices.

(contd.)
Method Warehouse
May-14-2009 by Method Integration
Type: Manufacturing & Wholesale
Method Warehouse provides QuickBooks users with advanced, yet simple inventory control, perfect for manufacturers, wholesalers, or anyone who manages multiple inventory locations or requires bin tracking. Even a Method MRP Calculator is included for companies that manufacture goods.
Pendulum
Jun-28-2009 by Creative Financial Software
Type: Professional Services
With Pendulum Time Tracker, the time tracking software by Creative Financial Software, data needs to be entered just once by your employees. There is no need to retype it into QuickBooks. Easily and accurately track time for invoicing, payroll processing and reporting.
Monthly subscription: $15 first user, $10 per additional user*
*NOTE: special pricing applies:1 user $15.00; 2-5 users $25; 6-10 users $50; 11-20 users $75; 21-50 users $100; 51-100 users $150; 101-200 users $200; 200+ users $1.00 per user
Have an idea for an app that you don't see listed? Want to improve an existing Method App to be more specific to an industry segment? You don't have to be a programmer - you can drag and drop your way to creating and selling your own Method app.

Handouts Pricing Summary
Base Method versions
Starter - $25 first /$15 add’l per month
CRM - $45/$20
Full Blown - $65/$30
Method Apps
Field Services - $65/$30
Warehouse - $65/$30
Developer Apps
Xora Connector - $20/$3
Qxpress Online - $68/$33
Pendulum - $15/10

Benefits to Meeting Participants
Opportunities: to increase revenue by working with larger, more complex client engagements; not limited solely to Intuit® products
Education: providing awareness of solutions currently available to small- and medium-sized businesses
Training: provide basic and intermediate training on Intuit® and related products
Pre-Sales Support: let us help you identify the opportunity
Ongoing Support: let us help you identify ongoing opportunities to provide continued value to your clients

Remote Controller® Service Offerings
Marketing: plan to create meeting groups throughout the country and a national network of experts through social networking, such as LinkedIn, Facebook and Twitter
Sales: provide direct on-site or over-the-phone sales support; let us help you expand on the solutions you offer to your clients
Business Development: research new technologies, trends, and software and develop methods to create sales based on these
Project Management: create a work plan and stick to it to ensure “customer delight”
Account Management: receive discounts for placing your orders through us

Remote Controller® Service Offerings (cont’d)
Recruitment- looking for the “best of the best” in:
Finance
Administration
Marketing
Sales
Business Development
Project Management
Business Management
Recruiting
Specific Products
Specific Industries
Technology
Back Office Systems
Accounting
Bookkeeping
Tax

Partnering with Remote Controller®
Please contact me, Peter Audenas
peter@rcontroller.comor 630-631-6153
To discuss opportunities or spread the word to others that may be interested in attending our meetings

THANK YOU FOR ATTENDING!!!SEE YOU NEXT MONTH at
The Remote Controller®
Meetup Group for QuickBooks® Consultants
Presented by Peter Audenas, President Remote Controller®

Remote Controller - Method

by Peter Audenas on Apr 20, 2010

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