Microsoft Business Solutions

1,499 views

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,499
On SlideShare
0
From Embeds
0
Number of Embeds
11
Actions
Shares
0
Downloads
27
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Microsoft Business Solutions

  1. 1. 2004 Microsoft Business Solutions for CPAs J. Carlton Collins, CPA
  2. 2. Audience Profile <ul><li>CPAs in: </li></ul><ul><ul><li>Public Practice? </li></ul></ul><ul><ul><li>Industry? </li></ul></ul><ul><ul><li>Government? </li></ul></ul><ul><ul><li>Education? </li></ul></ul><ul><ul><li>Retired? </li></ul></ul>
  3. 3. Audience Profile <ul><li>How many of you have you ever attended a technology CPE course? </li></ul><ul><li>How many are in the market for an accounting system for your company or clients? </li></ul><ul><li>How many consult on or resell software? </li></ul><ul><ul><li>Which products? </li></ul></ul>
  4. 4. Audience Profile <ul><li>Please rate your personal knowledge of Technology: </li></ul><ul><ul><li>Beginner or Novice </li></ul></ul><ul><ul><li>Somewhat familiar with technology </li></ul></ul><ul><ul><li>Very familiar with technology </li></ul></ul><ul><ul><li>Expert </li></ul></ul>
  5. 5. Objectives Today <ul><li>Demonstrate wide assortment of technology topics that are most likely to be of interest to your company or clients </li></ul><ul><li>2004 Update </li></ul><ul><li>Emphasize solutions over products </li></ul><ul><li>Answer any questions you may have </li></ul><ul><li>Sprinkle in quick tips </li></ul>
  6. 6. Products To Be Discussed <ul><li>Microsoft Small Business </li></ul><ul><li>Navision </li></ul><ul><li>Outlook </li></ul><ul><li>PowerPoint </li></ul><ul><li>Retail Management Systems </li></ul><ul><li>Small Business Manager </li></ul><ul><li>Solomon </li></ul><ul><li>Word </li></ul><ul><li>Access </li></ul><ul><li>Axapta </li></ul><ul><li>BizTalk </li></ul><ul><li>Excel </li></ul><ul><li>FRx </li></ul><ul><li>Great Plains </li></ul><ul><li>Microsoft Business Network </li></ul><ul><li>Microsoft CRM </li></ul>
  7. 7. Pilot Program
  8. 8. Evaluation Form 1 More detailed… Please add comments through out the day Trade Eval form for Office at end of day
  9. 9. Evaluation Form 2 OHIO Evaluation Form
  10. 10. MBS Manual on the Web Information kept up-to-date Power point slides available at web site Hyperlinks Bonus material
  11. 11. Case Studies & Scenarios <ul><li>Included in back of book </li></ul><ul><li>Updated & summarized on the web site </li></ul>
  12. 12. Timing & Breaks <ul><li>8:30 - start time </li></ul><ul><li>10:00 am - 10 minute break </li></ul><ul><li>12:00 pm – 30 minute lunch </li></ul><ul><li>1:30 pm – 10 minute break </li></ul><ul><li>2:45 pm – 5 minute stretch break </li></ul><ul><li>3:55 pm – adjourn </li></ul><ul><li>4:00 pm – another hour for Q&A </li></ul>
  13. 13. J. Carlton Collins, CPA <ul><li>Implemented more than 200 accounting systems. </li></ul><ul><li>Delivered over 1,500 technology lectures. </li></ul><ul><li>Chair of the AICPA Technology Conference. </li></ul><ul><li>Published in the Journal of Accountancy . </li></ul><ul><li>AICPA Lifetime Achievement Award for Technical Contribution to the CPA Profession. </li></ul><ul><li>“ Top Ten CPA Technologists” by Accounting Technologies Magazine . </li></ul><ul><li>Lead author for PPC's Guide to Installing Microcomputer Accounting Systems . </li></ul><ul><li>Outstanding Discussion Leader Award from GSCPA. </li></ul>
  14. 14. Carlton’s Web Sites www.cpaadvisor.us Technology Advisor www.quickbooksadvisor.info QuickBooks Advisor www.exceladvisor.net Excel Advisor www.cpaadvisor.us CPA Advisor www.carltoncollins.com Carlton Collins www.carltoncollins/ooter/hotlist.htm Hotlist www.advisorcpe.om AdvisorCPE www.asaresearc.com ASA Research www.accountinsoftwarereports.com Accounting Software Reports www.accountinsoftwarenews.com Accounting Software News www.accountinsoftwareconsulting.com Accounting Soft Consulting www.accountinsoftwareanswers.com Accounting Software Answers www.accountinsoftwareadvisor.com Accounting Software Advisor
  15. 15. “ Financial Reporting” Moving Data Around <ul><li>Data in Great Plains, Smart List (46) </li></ul><ul><li>Exporting Data to Excel (49) </li></ul><ul><li>Charting Data (170) </li></ul><ul><li>Linking Data to PowerPoint (190) </li></ul><ul><li>Publishing Data to the Web (191) </li></ul>IBM
  16. 16. Sarbanes Oxley http://www.cpaadvisor.us/sub/9_sarbanes.htm
  17. 17. “ Data Queries” Pulling Data Into Excel <ul><li>Linking Excel to Databases (179) </li></ul><ul><li>Web Queries Example (179) </li></ul><ul><li>Accounting System Example (181) </li></ul><ul><li>ODBC Discussion (181) </li></ul>IBM
  18. 18. “ OLAP Data Cubes” Pivoting Data <ul><li>Data from Great Plains (46) </li></ul><ul><li>Exported to Excel (49) </li></ul><ul><li>Pivot Tables (174) </li></ul><ul><li>Axapta Analytics (89) </li></ul>IBM 2
  19. 19. Power Toys <ul><li>Free Download </li></ul><ul><li>Power Calc </li></ul>3
  20. 20. Utilities
  21. 21. Quick Tip Optical Scroll Mouse <ul><li>Show of hands </li></ul><ul><li>Scrolling Word & IE </li></ul><ul><li>Scrolling Excel </li></ul>
  22. 22. Web Site Economic Census <ul><li>http://www.census.gov/econ/census02/advance/TABLE1.HTM </li></ul><ul><li>http://www.census.gov/epcd/www/recent.htm </li></ul><ul><li>http://www.census.gov/epcd/www/econ97.html </li></ul><ul><li>http://www.census.gov/epcd/ec97/us/US000.HTM </li></ul>
  23. 23. Sales Leads (169) <ul><li>Commercial Listings </li></ul><ul><li>Residential Listings </li></ul><ul><li>On demand </li></ul>
  24. 24. Web Publishing <ul><li>Web Hosting (163) </li></ul><ul><li>E-Commerce Manager (163) </li></ul><ul><ul><li>Selling on the Web </li></ul></ul><ul><li>Site Traffic (164) </li></ul><ul><li>Search Engine Submission </li></ul><ul><ul><li>Traffic Builder (165 & 168) </li></ul></ul>
  25. 25. Microsoft Tools <ul><li>Business Listings (166) </li></ul><ul><li>SharePoint Services (167) </li></ul>
  26. 26. Supply Chain
  27. 27. Supply Chain (158) Store Warehouse Supplier
  28. 28. Pameco
  29. 29. Manual Supply Chain Inventory Count Reorder Report Handwritten PO Phone or FAX Supplier Reenters Data Inherent keypunching errors Labor intensive Ordering Delays
  30. 30. <ul><li>Result is less inventory need on shelves </li></ul>Supply Chain
  31. 31. <ul><li>3 day barrier routinely broken </li></ul><ul><li>JC Penny’s required 3 month lead time 20 yeas ago </li></ul>Supply Chain
  32. 32. <ul><li>Anticipate Demand </li></ul>Supply Chain
  33. 33. <ul><li>Cottage industries </li></ul>Supply Chain
  34. 34. Supply Chain <ul><li>Microsoft Business Network (155) </li></ul><ul><li>BizTalk (161) </li></ul><ul><li>Download Trial Software ( http://www.microsoft.com/biztalk/evaluation/trial/ ) </li></ul><ul><li>Features ( http://www.microsoft.com/biztalk/evaluation/features/default.asp ) </li></ul><ul><li>Demo ( http://www.microsoft.com/biztalk/evaluation/demo/ ) </li></ul>
  35. 35. Reverse Auctions <ul><li>Navision Example </li></ul><ul><li>Automatically bid down the price of inventory </li></ul>
  36. 36. Wayback Machine <ul><li>www.webarchive.org </li></ul>
  37. 37. Synchronization (233) <ul><li>Business Card </li></ul><ul><li>To Card Scan </li></ul><ul><li>To Outlook </li></ul><ul><li>To handheld </li></ul><ul><li>To accounting systems </li></ul><ul><li>ActiveSync Settings </li></ul>
  38. 38. <ul><li>http://www.cpaadvisor.us/sub/usbreview.htm </li></ul>Quick Tip USB Drives
  39. 39. Carlton’s Hotlist
  40. 40. Quick Tip Wi-Fi & Security
  41. 41. Inventory Pricing <ul><li>Great Plains Options (49) </li></ul><ul><li>Working Backwards – 2 Questions (54) </li></ul><ul><ul><li>How much will revenue be? </li></ul></ul><ul><ul><li>How much profit do you want? </li></ul></ul>
  42. 42. PY Financials ??????? ??????? 8,160,000 9,160,000 1,000,000 13,000,000 3,840,000 28% 3,840,000 / 13,000,000 = 29.5%
  43. 43. Wolverine Turnips (54) 4 for $1.00 25 cents each Underwood & Dudley
  44. 44. Navision Great Plains Solomon Axapta Navision Lite Great Plains Lite Solomon Lite SBM All Purpose Custom. All Purpose Project Prof Ser Mfg Dist
  45. 45. Microsoft’s Strategic Decisions <ul><li>Commitment to 2013 </li></ul><ul><li>Lite Pricing </li></ul><ul><li>Free upgrade to “Green” </li></ul><ul><li>Technology Leader </li></ul><ul><li>Investing Billions </li></ul>
  46. 46. Great Plains – Quick Highlights
  47. 47. SBM – Quick Highlights
  48. 48. SBM <ul><li>To be renamed Microsoft Basic </li></ul><ul><li>$995 single, $400 per user thereafter </li></ul><ul><li>Scaled down version of Great Plains (9 modules) </li></ul><ul><li>Up to 10 users </li></ul><ul><li>Same look & feel </li></ul><ul><li>Quick demonstration </li></ul><ul><li>New Name this Fall - Great Plains Basic </li></ul>
  49. 49. Navision – Quick Highlights
  50. 50. Axapta – Quick Highlights
  51. 51. Solomon – Quick Highlights
  52. 52. Web Site Price Grabber <ul><li>http://www.pricegrabber.com/search_attrib.php/page_id=48 </li></ul>
  53. 53. Patches & Updates (242) <ul><li>New patching system </li></ul><ul><li>Less rebooting </li></ul><ul><li>Only one source, not 68 </li></ul><ul><li>Monthly updates </li></ul>
  54. 54. Voice Recognition <ul><li>Recording voice in Excel (170) </li></ul><ul><li>Voice recognition in Word (184) </li></ul><ul><li>Training voice recognition (184) </li></ul>
  55. 55. Customizing Accounting Software <ul><li>Doug Burgum </li></ul><ul><li>1990 AICPA Tech Conference </li></ul><ul><li>“Feature charts from hell” </li></ul><ul><li>Adding features created bloatware </li></ul><ul><li>Next generation: </li></ul><ul><ul><li>Core financials </li></ul></ul><ul><ul><li>End user tools </li></ul></ul>
  56. 56. Customizing Accounting Software <ul><li>Customizing accounting systems is now easier </li></ul><ul><li>Customizations migrate to newer versions </li></ul><ul><li>Navision example (17) </li></ul><ul><ul><li>Object numbering scheme </li></ul></ul><ul><li>Axapta example (80) </li></ul><ul><ul><li>MorphX technology (84) </li></ul></ul>
  57. 57. Customizing Accounting Software Data Input User Screens Database Reports & Checks, etc.
  58. 58. Be Sure to Ask the Right Questions <ul><li>Can you customize Reports? </li></ul><ul><ul><li>Show me </li></ul></ul><ul><li>Can you customize user screens? Show me! </li></ul><ul><li>Can you customize the database? </li></ul><ul><ul><li>Show me! </li></ul></ul>
  59. 59. Customizing Accounting Software <ul><li>Navision’s Dataport (20) </li></ul><ul><li>Links to third party applications (20) </li></ul><ul><li>Solomon Customizations (104) </li></ul><ul><ul><li>By User, department & Company </li></ul></ul><ul><ul><li>Export & Import customizations </li></ul></ul>
  60. 60. Selecting a Consultant <ul><li>Nick Burns </li></ul><ul><li>Reseller Criteria </li></ul>
  61. 61. FRx – Quick Highlights
  62. 62. Financial Reporting <ul><li>FRx (135) </li></ul><ul><ul><li>Financial Statement Design </li></ul></ul><ul><ul><li>256 columns </li></ul></ul><ul><ul><li>Password protected reports </li></ul></ul><ul><ul><li>Scheduling reports </li></ul></ul><ul><ul><li>Sending reports via e-mail </li></ul></ul>
  63. 63. Questionnaires <ul><li>Axapta </li></ul><ul><ul><li>Quick demonstration </li></ul></ul><ul><li>Zoomerang </li></ul>
  64. 64. Accounting System Wizards <ul><li>Axapta Example </li></ul>
  65. 65. Accounting System Macros <ul><li>Great Plains Example </li></ul>
  66. 66. Accounting System Drill-ability <ul><li>Navision Example </li></ul>
  67. 67. Web Portals <ul><li>Solomon Example </li></ul><ul><ul><li>Time & Billing </li></ul></ul><ul><ul><li>Expense Reporting </li></ul></ul>
  68. 68. Remote Acess <ul><ul><li>Citrix </li></ul></ul><ul><ul><li>Terminal Server </li></ul></ul><ul><ul><li>pcAnywhere </li></ul></ul><ul><ul><li>Windows XP Remote Control </li></ul></ul><ul><ul><li>Go To My PC </li></ul></ul>
  69. 69. ERP to High End Accounting <ul><li>ERP/Tier 1 compared to High End Systems </li></ul><ul><ul><ul><li>Supply Chain </li></ul></ul></ul><ul><ul><ul><li>Human Resources </li></ul></ul></ul><ul><ul><ul><li>Databases </li></ul></ul></ul><ul><ul><ul><li>Industry Specific Products </li></ul></ul></ul><ul><ul><ul><li>E-Commerce </li></ul></ul></ul><ul><ul><ul><li>Workflow </li></ul></ul></ul><ul><ul><li>In 2000: </li></ul></ul><ul><ul><ul><li>Anderson Consulting retrained 17,000 ERP consultants </li></ul></ul></ul><ul><ul><ul><li>Ernst & Young spent $3 billion retraining ERP consultants </li></ul></ul></ul><ul><ul><ul><li>Price Waterhouse Coopers sold 18,000 consultants to Cap Gemini </li></ul></ul></ul><ul><ul><li>Vase to Väse after $50, accounting system to ERP system after $1 million </li></ul></ul>
  70. 70. Manufacturing versus BOMP <ul><li>Assembly, Kitting, Light Manufacturing, BOMP </li></ul><ul><li>Need graphic of work centers </li></ul><ul><li>Promise date, add 2 weeks </li></ul><ul><li>Quote, includes tear down, setup time, work center time, cost of goods </li></ul><ul><li>Production Planning, ordering just in time </li></ul>
  71. 71. Kitting $50 $30 $20 $75
  72. 72. <ul><li>Also known as: </li></ul><ul><ul><li>Light Manufacturing </li></ul></ul><ul><ul><li>Assembly </li></ul></ul><ul><ul><li>Bill of Material Processing </li></ul></ul><ul><ul><ul><li>Multiple levels </li></ul></ul></ul>Kitting
  73. 73. Real Manufacturing 16 hours 8 hours 2 hours 24 hours 12 hours 4 hours Mon Fri Mon Mon Thur Mon Promise Date 2 weeks minimum, add 2 more weeks for safety margin
  74. 74. Classes of Accounting Software <ul><li>All-purpose </li></ul><ul><li>Verticals or industry specific </li></ul><ul><ul><li>30 million businesses, 15 million with > 1 employee, only 7,515 Oil & Gas Extraction Companies, 12,506 Apparel manufacturers, 26,375 Food manufacturers. Even 25% market share would yield only 1900, 3100, or 6600 customers. It takes thousands of customers to be well proven. </li></ul></ul><ul><li>Add-ons (with all-purpose) </li></ul><ul><ul><li>80% of Great Plains customers indicate that they use add-ons </li></ul></ul>
  75. 75. .NET <ul><li>NET, what is it? </li></ul><ul><ul><li>Recall SQL, discuss impact, data on your computer can be shared </li></ul></ul><ul><ul><li>No relate that story to today’s variety of databases, data on any computer can be shared </li></ul></ul><ul><ul><li>Example, bike wreck, access calendar, doctor’s calendar, insurance requirements </li></ul></ul><ul><ul><li>Graphic image of PDA accessing these three databases </li></ul></ul>
  76. 76. Blueprint to Selecting Accounting Systems (224) <ul><li>25 steps </li></ul><ul><li>10 steps for small company </li></ul><ul><li>Feature Comparison Charts (217) </li></ul>
  77. 77. Saving Time <ul><li>5 seconds per order screen, times 36,000 orders = $1,250 per year (assuming $30,000 plus fringe benefits) </li></ul><ul><li>Saving 10 minutes per day saves 41 hours a year = $1,150 (assuming $50,000 plus fringe benefits) </li></ul>
  78. 78. Account System Look & Feel <ul><li>Navision Tour </li></ul><ul><ul><li>Screens, labels, data fields, company, user, dates, colors, icons, tabs, etc </li></ul></ul><ul><li>Axapta </li></ul><ul><ul><li>VCR Buttons, simple versus complex, wizards, etc. </li></ul></ul><ul><li>Great Plains </li></ul><ul><ul><li>Desktop, thumb tacks, routines, macros, colors, </li></ul></ul><ul><li>Solomon </li></ul><ul><ul><li>Web based interface </li></ul></ul>
  79. 79. Technology Strategies (246)
  80. 80. END <ul><li>Thank you </li></ul>
  81. 81. Quick Tip Blocking Pornography <ul><li>Internet Explorer </li></ul><ul><li>Google Setting </li></ul>
  82. 82. Virtual Computing <ul><li>Virtual Computing </li></ul><ul><ul><li>Virtual PC from Microsoft </li></ul></ul><ul><ul><li>VM Ware from VM Ware </li></ul></ul><ul><li>Legacy Systems </li></ul><ul><li>Multiple systems on one computer </li></ul>
  83. 83. <ul><li>http://personals.yahoo.com/ </li></ul>Web Site Dating
  84. 84. <ul><li>http://www.fbi.gov/mostwant.htm </li></ul><ul><li>http://www.doc.state.mn.us/level3/Search.asp </li></ul><ul><li>All States - http://www.publicrecordfinder.com/criminal.html </li></ul>Web Site FBI Most Wanted & Offender Registry
  85. 85. Web Site Thomas <ul><li>http://thomas.loc.gov/home/r108query.html </li></ul>
  86. 86. Computer Setting Tips (241) <ul><li>Google Preferences to 100 </li></ul><ul><li>Links Bar </li></ul><ul><li>Quick Launch Toolbar </li></ul><ul><li>Accelerate your mouse </li></ul><ul><li>Office Full Menus </li></ul><ul><li>Taming Office Assistant </li></ul>
  87. 87. Web Site Internet Bandwidth Test <ul><li>http://bandwidthplace.com/speedtest/ </li></ul>

×