Most companies moving to the cloud find themselves in 1 of 3 areas of transition. Know the points you should consider and take a look at some specific use cases.

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3 SIMPLE STEPS
to Migrate to the Cloud

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what is
THE
Browser based
Mobile accessible
Multi-tenant
Secure
No infrastructure required
Subscription based pricing model
Spend $$$ on business, not commodities
ReliableCLOUD?

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why
THE
CLOUD?
Improve internal/external communications
Allow your team to collaborate better together
Always have the most up-to-date pipeline
Know where your leads/prospects are coming from
See which marketing strategies are resulting in revenue generation
Security, reliability & accessibility
Work from anywhere, at any time,
from any device
Reduce costs
Let your technology spend actually
improve your business (not just keep
it running)

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It isn’t easy, but this roadmap will make it
as easy as 1 - 2 - 3
IT ISN’T EASY, BUT THIS ROADMAP
WILL MAKE IT AS EASY AS

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Value
Unstructured
Data
Structured Data
Depth
of Solution
Cloud Development
& Integration
3
Commodity
Application
1
Cloud Enablement
2
STRUCTURED DATA
UNSTRUCTURED DATA
VALUE
DEPTHOFSOLUTION
Commodity
Applications
Cloud
Enablement
Application
Development
1
2
3

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1Migration of Commodity applications
email
calendar
contacts
documents
D4W
O365
Dropbox
MIGRATION OF
COMMODITY APPLICATIONS
EMAIL CALENDAR DOCUMENTS CONTACTS PHONE
1 2 3

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Exploration
Technical
Configuration
Data Migration
Change management
or Behavior
Support with
ongoing feedback
1
2
3
4
5
PROCESS

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POINTS TO CONSIDER
SECURITY
SLA
STABILITY
OF COMPANY
SUPPORT
PARTNER
ECOSYSTEM
COST
FUNCTIONALITY FIT
FEATURES SETCONTRACT &
TERMS
IMPORT/EXPORT

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Example Products

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Case Studies
City of Galesburg
● Had ancient Groupwise email server
● Security was/is very important to them
● Selected Google Apps for Government as
the right solution to move forward
● Used QuickStart methodology
● Less admin, less capital expenditure
● Has common, secure platform for messaging
and collaboration
AHSSI (Home Health Care Provider)
● Growing from 220 users to 600+ in < 2 years
● Legacy email system had compliance issues
● Deployed Google Apps for Business
● Compliance is now handled out-of-box
● Needed phone system w/ new business
rollout
● Using Switch.co for new mobile platform and
further integrated collaboration
a. Took < 4 days to deploy
b. Minimal capital expense
c. No commitment
d. Allows AHSSI tech team to painlessly
support new business concept

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“In working with Cloudbakers,
I can get more done with an
expert in 2 hours than I could
on my own in 2 weeks.”

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1Migration of Commodity applications
email
calendar
contacts
documents
D4W
O365
Dropbox
FURTHER LEVERAGING
THE CLOUD
1 2 3
COLLABORATION WORKFLOW PROCESS
MANAGEMENT
IMPLEMENTING
NON-COMMODITY
APPLICATIONS
CRM

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ENSURE
Business users are
involved in every step
IDENTIFY
Biggest hole in current
business processes
DRILL
into ideal requirements and
current system processes
DETERMINE
if you have the people, time
and expertise to implement
- if not, seek out a partner
DEVELOP
a roadmap with costs and
timeframe to implement
1
2
3
4
5PROCESS

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POINTS TO CONSIDER
INDUSTRY
EXPERTISE
FRICTIONLESS FIT
API
AUTHENTICATION
IMPORT/EXPORT

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CRM
Business Intelligence
Workflow
Accounting
Project Management
EXAMPLE PRODUCTS
&

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Scenarios
Rockford Orthopedics (Medical Practice)
● 400+ users with multiple locations
● Outdated email technology didn’t meet needs
● Intellectual property and proprietary information
was not under their control. Users used
personal systems to store sensitive information
● Migrated to Google Apps for Business
● Used integrated 3rd party applications to
ensure HIPAA compliance and security
● Further integrated calendaring into their EMR
(electronic medical record) system so
caregivers can sync and view calendars off of
all of their devices
ServiceChannel (Facility Management)
● 90 person company (and growing)
● Needed to capture client interactions more
effectively to scale sales efforts, manage
pipeline and provide a holistic view of their
clients and prospects
● Configured & deployed Zoho CRM for account
managers, call center and leadership team
● Custom built integration into their
Quickbooks Enterprise accounting system
● Enabled them to add a new line of business
for industry metrics and best practices

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1Migration of Commodity applications
email
calendar
contacts
documents
D4W
O365
Dropbox
APPLICATION DEVELOPMENT
& INTEGRATION
1 2 3
Monetize back office
data providing to
clients & partners
Field Service SupportPartner Portals

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Involve End Users
Set Goals
Develop Wireframe and Tweak
Use Tools You are comfortable with
Set Common Authentication
Develop Plumbing
Go back to users
Flesh out MVP (Minimum Viable
Product)
Develop
Test
Train
Iterate
1
2
3
4
5PROCESS

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POINTS TO CONSIDER
MAINTENANCEAUTHENTICATION
DEVICE AGNOSTIC
IMPORT/EXPORTRESPONSIVE DESIGN
END USER NEEDS
DATA VALUE

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Partner Portals
Grey Area Projects
Custom Quoting
Field Service Support
Departmental Applications
EXAMPLE PRODUCTS
Mobile Workers
Equipment Maintenance
Material Replenishment
Product Add-ons

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Examples
BurnhamEye (Construction Support Services)
● 125 users
● Had to be integrated into their Siebel CRM
system to be able to communicate customer
interaction, pipeline and billing
● Built custom mobile app
● App can run in standalone or connected mode
and synch up with box.net and CRM when
connected
● Data quality is maintained centrally by a QA
team
● Expansion planned for other field inspection
industries
● Provides new, scalable revenue stream
MetAirTech (Smoke Dampers Manufacturer)
● 60 person company
● Sells through independent manufacturer reps
● Developed responsive design application
- allows reps to enter deals & create
quotes
● Centralized database shows activity and
pipeline to consistently predict revenue
● Saved reps time generating consistent
quotes
- allows reps to edit and modify quotes via
standard tools
● Added multiple new product lines as
business and product needs dictate

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WHY CLOUDBAKERS?
Be Productive Day 1
We make it painless
Risk Free
99% Project Success Rate
We focus on the mid-market
Born in the Cloud
CIO led, we’ve been in your shoes
Change Management Experts
www.cloudbakers.com | 312-380-6838 | info@cloudbakers.com