Reckon Conf2015 (AU / NZ) Moving your clients to the cloud
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Over 600,000+ businesses are already using Reckon Accounts desktop, which means there is huge potential to bring your clients to the cloud and get their business up-to-date. Plus, there is no re-training required as Accounts Hosted looks and feels just like the desktop version. We have a targeted roadmap for Accounts Hosted and it’s expected to advance in the next few years. Ensure you’re familiar with this accelerated solution.
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Reckon Conf2015 (AU / NZ) Moving your clients to the cloud
- 1. MOVING YOUR CLIENTS TO THE CLOUD Corey Anderson & Ashleigh Pope
- 2. What is the cloud? Internet Based Centralised data storage Online access to files and services anywhere and anytime ?
- 3. Advantages Fresh Software Flexible costs Always-on availability Improved mobility Improved collaboration
- 4. New Zealand business is changing CLOUD CHANGING WORKFORCE LEGISLATION & COMPLIANCE MORE VALUE NEW TECH AUTOMATION
- 5. Business & Budget Considerations FUNCTIONAL REQUIREMENTS ADD ONS MOBILITY CURRENT IT INVESTMENT FLEXIBLE PRICING COLLABORATION WITH ADVISOR NETWORK
- 6. Other Considerations SECURITY OF DATA LOCATION OF DATA OWNERSHIP OF DATA TRAINING CHANGE OF PROCESS
- 8. What’s Next… Load balance enhancements Bank Data enhancements 2016/17 legislation changes (NZ)
- 9. How are we going to get YOUR clients using the cloud?
- 10. What are the common Roadblocks? ?
- 11. What can we do for you? Extra 3 months free Conversion Process Cloud Briefing Session
- 12. Change will not come if we wait for some other person or some other time. We are the ones we’ve been waiting for. We are the change that we seek – Barack Obama
- 13. reckon.com
Editor's Notes
- AP Welcome to Moving your clients to the cloud Introductions Purpose of the session – to give you the knowledge and tools to move your clients to the cloud Note about Hosted T-shirts if anyone wants them
- AP Face book, hotmail, internet banking
- CA 10 Benefits of Cloud Computing Achieve economies of scale – increase volume output or productivity with fewer people. Your cost per unit, project or product plummets. Reduce spending on technology infrastructure. Maintain easy access to your information with minimal upfront spending. Pay as you go (weekly, quarterly or yearly), based on demand. Globalize your workforce on the cheap. People worldwide can access the cloud, provided they have an Internet connection. Streamline processes. Get more work done in less time with less people. Reduce capital costs. There’s no need to spend big money on hardware, software or licensing fees. Improve accessibility. You have access anytime, anywhere, making your life so much easier! Monitor projects more effectively. Stay within budget and ahead of completion cycle times. Less personnel training is needed. It takes fewer people to do more work on a cloud, with a minimal learning curve on hardware and software issues. Minimize licensing new software. Stretch and grow without the need to buy expensive software licenses or programs. Improve flexibility. You can change direction without serious “people” or “financial” issues at stake. About the Author: Global business expert Laurel Delaney is the founder of GlobeTrade.com (a Global TradeSource, Ltd. company). She also is the creator of “Borderbuster,” an e-newsletter, and The Global Small Business Blog, all highly regarded for their global small business coverage. You can reach Delaney at ldelaney@globetrade.com or follow her on Twitter @LaurelDelaney.
- CA New Tech – API date for RAH Automation New Zealand business is changing Faster internet is more prevalent – We will shortly be showing you a image of the National Broadband Network and what this means for you Remote Workforce – Luxury of becoming a global business from the home office Business is happening faster Competitive Market place – Globalisation & mature industry sectors Social Media proliferation – facebook, Linkedin, Twitter More expected immediate interaction: You & Clients, suppliers, a/c bodies. Gov, bank, We want collaboration. IBM have done a study and the most important change is around how Business want collaboration. Whether this be across multiple sites, with your advisor or across the business itself, cloud products are what offers this.
- AP Accountant should consider: Functional Requirements – talk about having the same function in the cloud as desktop and also do they really need all they had eg R1 instead of RAH Add ons – Use of add ons to supplement functionality but beware of the trap that add ons can make things expensive Mobility – Reference the Reckon Small Business survey (hidden slide following)
- AP : Security of Data, Location & Ownership This is info from Reckon’s Survey – hit key points and for Accountants/Clients to check these aspects b4 moving to cloud. Coincidently Reckon has played safe on the top one with all data located in Aus and ownership of data the clients Data stored: Data centre and failover sites all in Australia. Purposeful strategy by Reckon as we believe this will become an increasing concern in the future if is isn’t already. Data sovereignty laws are being reviewed by countries and businesses alike Be aware of the possible ramifications of having your data held in another country Security of the Cloud: World class data centre (AWS) following best practice policies and procedures for data security ISO 27001 certification and has been validated as a Level 1 service provider under the Payment Card Industry (PCI) Data Security Standard (DSS) CA Backup my Data Both Hosted and One are backed up regularly in our data centre Redundancy Failover Backups Hosted has the added advantage of backing up the data file and restoring locally Leaving the Service: Hosted – download a backup and view in read only on your local system for as long as you like One – data will be held for 7 years in read-only mode which includes the ability to print reports. You can recommence your subscription at any time during this period All users will be informed when their data will be deleted. It is important to keep the clients information current with Reckon
- AP For all of you using Reckon Accounts desktop, its an opportunity to migrate your file to the cloud with minimal disruption. We simply uplift your file to the Cloud on in 10-15 mins and where your clients 15-20 years of data is fully accessible and you don’t need to learn new accounting software. A quick win for you! RAH – we’ve invested heavily – you will have seen the performance enhancements over the last 3-4 months and we’ve had our biggest growth in that same time. Connectivity Both applications operate in an online environment, meaning an internet connection must be present Hosted can be accessed offline to allow the business to continue to operate under such circumstances however the client should have a regimented backup routine in place to ensure datafile integrity Alternatives to loss of connectivity should be investigated eg. 4g wifi modems Reckon Accounts Hosted is a natural progression for businesses who would like the benefits of the cloud, and yet retain all their valuable historical data and who don’t want to learn a new accounting package Reckon have recently broken new ground by offering a windows application in a seamless browser environment, allowing the software to be truly cross platform (apple, windows) without the need to install 3rd party clients. No productivity loss for training (both internal and external) Identify 5 keys (above) …. Did you know that Hosted is scalable up to 200 simultaneous users? What about advanced inventory? The inventory module in Reckon Accounts is used by 100’s of thousands of users? This year we introduced automated bank feeds into our solutions, with enhancements already developed for the 2016 release. The integrated payroll module means that everything payroll related is kept in the same place as the rest of the business’s financial information. But don’t worry – unless you provide payroll access, like other sensitive financial information – this is kept away from your employees. And finally the reporting. Our reporting module has been designed specifically with businesses like yours in mind. We make claim that our reporting module is superior, because businesses and accounting firms of all size continually rave about our report selections, our customisations and your modifications. We take pride in our reports and this shows over and over. CA We are now going to deep dive into the software ***Demonstration*** Deep Dive into Toggling/Collaboration Plug in the IPAD, create an invoice Switch back to the laptop and show that it is sitting there in real time Discuss Collaboration and how this can help you as the advisor work with your client Dashboard Show the 3 Tabs on the Dashboard Individually Explain some of the widgets on each tab Drill down into one widget on each tab Toolbox Show an Upload Process from end to end Show a Download Process from end to end Reporting Show how comprehensive the list of possible reports is Identify a Profit and Loss Report Show how customisable the profit and loss report is Run the Report Export into CSV
- AP Load balance Introduce a File Server Load Balancer which will enable us to load balance the file servers on RAH to better manage storage and reducing the risk of unplanned outages. Literally spreading the load Bank Data Over the past two years we've introduced Bank Feeds & Transaction Rules. The feedback we've received from AP's & Customers is that having automated BankFeeds is the feature that a lot of users base the decision on what Accounting Software they will go with. The feedback we've received is that the BankFeed feature within Reckon Accounts is still behind other applications (Especially Cloud Based) in terms of usability. The enhancements to be included are: - - Allowing users to enter/edit Transaction Rules 'on the fly' - Allow Class Tracking - Have a new Payee Condition called 'Contains' so users can match partial words - Ability to enter Multiple Transactions via a Rule - Ability to create Sales Receipts (may not get through in the next release) Ability to Export & Import the Rules List (may not get through in the next release) NZ legislation To implement any legislation changes (ie Tax Rates) that are released as part of the IRD budget in December.
- AP So now we have gone over the cloud and what Reckon Accounts hosted can offer its important to discuss How are we going to get your clients using the cloud?
- CA / AP to field roadblock concerns from audience
- CA We could almost switch this question and say what do you need from us? We will work with you to do the heavy lifting and get your clients across however as standard we can help out with the following. Extra Three Months Free Conversion Process Cloud Briefing Session This is where we can come to you, get a whole bunch of clients in the room and talk software! Whether this be a mini training session, a Q & A session, we are here to support you and your clients. We find on average, these sessions usually result in 5 – 10 upgrades depending on client size in attendance. Have a chat to Myself/Jana/Helen/Catie and we can arrange a further discussion into what your needs are and how we can help.
- CA
- AP Questions Thank you’s Don’t forget your hosted t-shirts