Easy Administration in the Cloud with Reckon's New Provisioning Portal
•Download as PPTX, PDF•
1 like•662 views
Discover how our Provisioning application connects you and your clients within our cloud/hosted solution. It’s hosted on the Amazon Web Services (AWS) platform and allows you to easily set up your clients’ books and manage administrative tasks so they can get up and running straight away. You’ll also get a sneak peek at Portal – the Reckon One self-service account management application.
Recommended
Recommended
More Related Content
Viewers also liked
Viewers also liked (20)
Similar to Easy Administration in the Cloud with Reckon's New Provisioning Portal
Similar to Easy Administration in the Cloud with Reckon's New Provisioning Portal (20)
More from Reckon
More from Reckon (10)
Recently uploaded
Recently uploaded (20)
Easy Administration in the Cloud with Reckon's New Provisioning Portal
- 1. EASY ADMINISTRATION IN THE CLOUD Catie Cotcher and Alex Wild
- 2. Provisioning Definition - “To provide, supply, make something available”
- 3. Current Provisioning Tools Current Provisioning Tools Reckon Accounts Hosted Reckon One Reckon BankData
- 4. Lets Take a Look
- 5. “Times and conditions change so rapidly that we must keep our aim constantly focused on the future” Walt Disney
- 6. The Big Picture One login to access all Reckon Products One platform for partners and customers Real time collaboration Product based releases
- 8. The Big Picture One login to access all Reckon Products One platform for partners and customers Real time collaboration Product based releases
- 9. Release 1 – Reckon One Focus New Provisioning Experience Look and feel consistent with Reckon One Customer Portal Partner Portal
- 10. Customer Portal One book, no delay! Give users access to books Try and buy books Manage modules
- 13. Partner Portal Partner Dashboard with widgets Client management area Renew on behalf of your clients View Reckon One Commissions
- 17. So… when do you get this? Release One – a new Reckon One Provisioning experience End of Q4 2015 – Beginning Q1 2016
- 18. reckon.com
Editor's Notes
- Purpose of slide is to explain provisioning in the current Reckon world and how this means you can collaborate with you clients
- Products available
- Demo – sign up to Reckon Accounts Hosted, Current Reckon One BankData will be going over in depth in that session
- We are constantly looking at ways to improve our clients and partners efficiency, allowing better, smarter and faster collaboration between partners. Provisioning / portal is a massive part of this connection and on that note I would like to introduce Alex Wild who is going to talk the future of provisioning.
- One login to get access to all Reckon Products and Services One platform to allow customers and partners to collaborate in real time. Releases will be done based on products.
- One login to get access to all Reckon Products and Services One platform to allow customers and partners to collaborate in real time. Releases will be done based on products.
- Release one will see us introduce a new streamlined, fresh and clean provisioning experience for Reckon One. With a look and feel to match the newly released Reckon One. Moving from the Portal to Reckon One will be a seamless experience. Your clients will have their own management centre allowing them to view their books and modules. You as partners will have a tailored Reckon One provisioning experience.
- Example of the Manage modules screen, as you can see, we are using the familiar module colours. Interactive screens allowing for a refreshing user experience. Quick Select options to speed up the selection process.
- Example of the book configuration screen. Ability to set your most vital business information in three easy steps. Once complete, you can get started with the Reckon One Book.
- Dashboard specifically for Partners. Quick access to the books you have access to, showing the most used Reckon One Books. List of client’s you are linked to with easy access to manage their information, including Books, users and billing details. New renewal options will see you being able to renew the books on behalf of your clients allowing you to offer Reckon One as part of your fixed billing solutions. View your commissions received for Reckon One. Keep an eye and track how much commission you are earning on renewals!
- Example of the clients list on the dashboard. View important information on the client. Important notifications and status’s of the client books. Launch books from this list.
- Example of the detail screen that shows you the information about your client. View the Reckon One Books they own, manage their users and access to books. View their billing information and choose to manage the billing on behalf of your client. View and download the invoices that have been sent to your client.
- View important book information, such as books name, when its due to be renewed. Additionally you can see their modules, users and roles with access to this book and an all important audit trail to keep track on changes that are being made to the books.
- Dashboard specifically for Partners. Quick access to the books you have access to, showing the most used Reckon One Books. List of client’s you are linked to with easy access to manage their information, including Books, users and billing details. New renewal options will see you being able to renew the books on behalf of your clients allowing you to offer Reckon One as part of your fixed billing solutions. View your commissions received for Reckon One. Keep an eye and track how much commission you are earning on renewals!