We all know that our clients are looking to us to provide higher-level, more prospective business insight, but how do we get there from here? You will learn how to seize the opportunity before the accounting profession today and the steps to ensure success.
How to Take the First Steps to a Lucrative Virtual CFO Business ModelCPA.com
Slides from a webinar that shows how to move beyond traditional offerings and support clients with CFO services. Topics discussed include niche specialization and the critical pieces of getting started to enable heightened client collaboration.
This report examines options for procure-to-pay operations with a focus on improving Procure-to-Pay (P2P) process through a transformational approach that meets an organization’s procure-to-pay operations objectives. Authored by the Account Payables Network and sponsored by Datamatics Global Services. Visit http://www.datamatics.com
How to Take the First Steps to a Lucrative Virtual CFO Business ModelCPA.com
Slides from a webinar that shows how to move beyond traditional offerings and support clients with CFO services. Topics discussed include niche specialization and the critical pieces of getting started to enable heightened client collaboration.
This report examines options for procure-to-pay operations with a focus on improving Procure-to-Pay (P2P) process through a transformational approach that meets an organization’s procure-to-pay operations objectives. Authored by the Account Payables Network and sponsored by Datamatics Global Services. Visit http://www.datamatics.com
Building a Powerful Business Case That Will Resonate With All Key Stakeholder...SAP Ariba
During this session, leaders from various organizations will discuss how to build a business case for a business commerce program that will provide significant opportunities for AP/Treasury, Procurement and Finance in order to bring together the three functions that have traditionally operated independently.
Huge deviations between actual and planned transport costs? Need for transport cost allocation down to product level? Unclear contribution margins of your customers? More than ten CO2 data requests from your customers per month? Annual requests from rating agencies to supply CO2 data? Carbon reduction goals include logistics? If those challenges are relevant for you, LogCOST can help you!
Establishing integrated end-to-end processes is a top priority for many companies. However, most have disconnected sourcing, purchasing, and accounts payable processes. This creates challenges such as decreased efficiency and reduced stakeholder satisfaction.
Building a procure-to-pay process with a well-defined strategy and governance can provide your company with the foundation to realize significant benefits such as reduced staffing levels, improved liquidity, and increased savings. To learn more about how to adopt leading procure-to-pay practices, please visit www.scottmadden.com or contact us at info@scottmadden.com.
McKonly & Asbury Webinar - LEAN and the Finance and Accounting ProcessMcKonly & Asbury, LLP
We continued our Celebrating 40 Years of Excellence! Webinar Series with a webinar entitled "LEAN and the Finance and Accounting Process" presented by David Blain (Principal) with McKonly & Asbury! Thank you to everyone that attended.
David provided us with a useful understanding of how to use and implement LEAN to enhance the finance and accounting processes within your business. We focused on key concepts of LEAN and tips around how to implement those concepts for improved operational and financial reporting to business leaders, managers, and front line operations personnel.
Check out our Upcoming Events page for news and updates on our future seminars and webinars at www.macpas.com/events.
Gaining benefit at the Enterprise level is all about betting on the risk of success. We breakdown the needs for a winning architecture technique with a template example based approach. Feel free to reach out to and if more details are required or you have an opportunity to explore
This presentation describes the state of Accounts Payable and uncovers the paradigm shift underway. With greater integration with the procure-to-pay (P2P) process, expect a more connected, automated, and transparent operation. Find out how the Tradeshift platform is designed for the new world of P2P.
Procurement Transformation – Story of Learning JourneySAP Ariba
ASML has been on a journey to use technology, innovation, and collaboration to drive a procurement transformation that brings the function closer aligned with the business. In this session, discover the company's first steps of success that were taken, the trials and tribulations they faced, and how those challenges have shaped the future.
Particular points of discussion will include: collaboration and support between IT, Supply Chain & Finance, process re-design and lifting the procurement capabilities toward world class.
Procure to Pay Transformation.
--
Presentation originally made at the SMART Supply Chain Conference, June 2013. This transformation won the Award for Procurement Excellence.
The presentation is Copyright protected and is for information purposes only and may not be reproduced in any form without written permission of authors.
CPQ - Configure, Price and Quoting ExcellenceBearingPoint
Realizing all potentials of the CPQ Excellence will lead to
reduced process complexity with direct impact on time,
cost and risk. Main key performance indicators will be
both higher win rates of your offers, as well as lower
quotation throughput times. CPQ Excellence takes
advantage of potentials in a systematic configuration,
pricing, and quotation process in a complex
business environment.
Adaptive Marketing - Monetization and Pricing Models for the New worldPinkesh Shah
Head of Product Management, InMobi speaks at Product Professionals Event Hosted by Adaptive Marketing in Bangalore, India. Product Management and how to monetize and price?
Building a Powerful Business Case That Will Resonate With All Key Stakeholder...SAP Ariba
During this session, leaders from various organizations will discuss how to build a business case for a business commerce program that will provide significant opportunities for AP/Treasury, Procurement and Finance in order to bring together the three functions that have traditionally operated independently.
Huge deviations between actual and planned transport costs? Need for transport cost allocation down to product level? Unclear contribution margins of your customers? More than ten CO2 data requests from your customers per month? Annual requests from rating agencies to supply CO2 data? Carbon reduction goals include logistics? If those challenges are relevant for you, LogCOST can help you!
Establishing integrated end-to-end processes is a top priority for many companies. However, most have disconnected sourcing, purchasing, and accounts payable processes. This creates challenges such as decreased efficiency and reduced stakeholder satisfaction.
Building a procure-to-pay process with a well-defined strategy and governance can provide your company with the foundation to realize significant benefits such as reduced staffing levels, improved liquidity, and increased savings. To learn more about how to adopt leading procure-to-pay practices, please visit www.scottmadden.com or contact us at info@scottmadden.com.
McKonly & Asbury Webinar - LEAN and the Finance and Accounting ProcessMcKonly & Asbury, LLP
We continued our Celebrating 40 Years of Excellence! Webinar Series with a webinar entitled "LEAN and the Finance and Accounting Process" presented by David Blain (Principal) with McKonly & Asbury! Thank you to everyone that attended.
David provided us with a useful understanding of how to use and implement LEAN to enhance the finance and accounting processes within your business. We focused on key concepts of LEAN and tips around how to implement those concepts for improved operational and financial reporting to business leaders, managers, and front line operations personnel.
Check out our Upcoming Events page for news and updates on our future seminars and webinars at www.macpas.com/events.
Gaining benefit at the Enterprise level is all about betting on the risk of success. We breakdown the needs for a winning architecture technique with a template example based approach. Feel free to reach out to and if more details are required or you have an opportunity to explore
This presentation describes the state of Accounts Payable and uncovers the paradigm shift underway. With greater integration with the procure-to-pay (P2P) process, expect a more connected, automated, and transparent operation. Find out how the Tradeshift platform is designed for the new world of P2P.
Procurement Transformation – Story of Learning JourneySAP Ariba
ASML has been on a journey to use technology, innovation, and collaboration to drive a procurement transformation that brings the function closer aligned with the business. In this session, discover the company's first steps of success that were taken, the trials and tribulations they faced, and how those challenges have shaped the future.
Particular points of discussion will include: collaboration and support between IT, Supply Chain & Finance, process re-design and lifting the procurement capabilities toward world class.
Procure to Pay Transformation.
--
Presentation originally made at the SMART Supply Chain Conference, June 2013. This transformation won the Award for Procurement Excellence.
The presentation is Copyright protected and is for information purposes only and may not be reproduced in any form without written permission of authors.
CPQ - Configure, Price and Quoting ExcellenceBearingPoint
Realizing all potentials of the CPQ Excellence will lead to
reduced process complexity with direct impact on time,
cost and risk. Main key performance indicators will be
both higher win rates of your offers, as well as lower
quotation throughput times. CPQ Excellence takes
advantage of potentials in a systematic configuration,
pricing, and quotation process in a complex
business environment.
Adaptive Marketing - Monetization and Pricing Models for the New worldPinkesh Shah
Head of Product Management, InMobi speaks at Product Professionals Event Hosted by Adaptive Marketing in Bangalore, India. Product Management and how to monetize and price?
Luxury brands have always been a fascinating sector and luxury brand marketing one of the most complicated disciplines.
Packaged as the 8 P’s of luxury brand marketing, this article attempts to bring together the elements and interplay between the principles that are employed in the luxury brand marketing mix.
Uncover outsourced accounting opportunities during tax seasonCPA.com
During this webinar, we discuss how to work closely with your tax team to ask the right questions and identify new areas of opportunity for client accounting and advisory services. We also share ways for you to position and market these services.
Overcoming roadblocks in creating a next generation accounting practiceCPA.com
Growing a leading client accounting services practice doesn’t happen overnight– it requires a well-structured business plan, highly motivated staff, best-of-breed technology solutions, and a client-centric focus.
As you embark on building an efficient practice that leverages innovative technologies and services, you may encounter some obstacles – from firm leadership and staff, as well as clients. Join us for a webinar where we will discuss how to overcome common roadblocks to achieve success.
CNA’s Journey to Workday Accounting CenterWorkday, Inc.
Learn about CNA’s journey to transform its high-volume accounting journal entries with the help of Workday Accounting Center.
This slide deck explores why CNA selected Workday, the process of going live on Workday Accounting Center, and the value CNA has gained.
The cloud is truly transforming the CPA client relationship. Perhaps nowhere is this more evident than in the area of financial reporting and advisory services. In this webinar we will explore this more closely from both the perspective of the practitioner as well as a leading accounting technology provider.
Join Erik Asgeirsson, president and CEO of CPA.com, Marc Linden, CPA, CFO of Intacct, and Marcus Wagner, CPA, CEO of AcctTwo Shared Services, as they discuss the following:
How today’s accounting solutions are driving agility and improving advisory capabilities
Strategies for increasing firm relevance
Trends in modern day cloud financials
In today’s ever-changing and competitive world, the Finance & Accounting function is one of the key functions being tracked by management teams to continuously drive high performance and business improvement. Ongoing pressures to optimize business performance have prompted many CFO’s and finance executives to look for new approaches, including outsourcing of the finance & accounting function.
With OATS’ finance and accounting outsourcing functions, you can be assured that your fiscal and regulatory risks are being managed effectively
Startup Economics, Finance and Accounting 101Dan Nelson
A quick look into some of the necessary finance, accounting and economic needs for early stage startups. It is a short survey, and there is more to come on this really interesting space.
For more information, please contact Dan@techbrainstorm.com
The Secret to Scaling: How to Build & Implement a Fixed Fee Pricing PlanHubdoc
Time-consuming tasks – like chasing down source documents and data entry – are being completed quicker and quicker thanks to cloud accounting apps and automation.
Now, accountants and bookkeepers are able to provide increased levels of value in the form of financial and business advice. So, it’s time to separate time from revenue, move away from hourly billing, assign a $ amount to the value that you provide and introduce a fixed monthly billing structure.
To help accountants and bookkeepers make the transition from hourly billing to fixed fees, we’re teaming up with Practice Ignition (https://www.practiceignition.com) and QuickBooks (https://quickbooks.intuit.ca) for a live webinar to outline all of the steps required to prepare, build and implement a fixed fee pricing model.
We cover:
-The cloud accounting/bookkeeping business model
-How to bundle recurring and nonrecurring services
-Determining a time/cost baseline of each service + pricing
-How to have the “value” conversation with clients before and during implementation
-The scale and profitability that fixed fees open up for your practice
If you’re still debating whether fixed fees make sense for your firm, take our quiz to find out: https://hubdoc.typeform.com/to/GmDZGz
Todays client accounting services: new names for the same service?CPA.com
The pendulum is swinging back on the value of client accounting services to firms and clients in this digital age. Cloud based technology and more tech savvy clients has moved these traditional services from a compliance oriented business to an advisory and consultative service line for firms. In this session you will discuss the spectrum of accounting offerings today, how to effectively communicate the value and think about the driving forces to set the course for your firm.
Change Your Mindset: The Key to Growing Your Accounting PracticeAggregage
In the accounting profession, the post-COVID business model is surely on everyone's minds. Unmistakably, the way to forge ahead will look different than in years past. The biggest mistake that a majority of companies are making in regard to growth is holding onto old conventions, paradigms, and practices.
Whether re-integrating back to in-office life or staying digitally connected through remote work, the first step in determining how to spur growth comes with reevaluating your company's willingness to change mindset.
Join David Bergstein, Chief Innovation Officer at Bergstein CPA, as he shares insight on the accounting landscape, new trends, and practical tips for reevaluating your company's positionality.
This session will cover:
• What it means to challenge tradition and change your company mindset
• How to make sure you are set up to be as productive and efficient as possible
• Best practices for choosing the tools you will utilize
• Methods to measure and track your success so you can watch yourself improve!
...and more! Everyone who attends will walk away with the knowledge of what to do to be successful in the "New Normal."
Expense Management Strategies to Maximize ROI in 2016Ashley Emery
Advancements in automation continue to streamline the expense reporting process, and with it further reducing the time it takes for many companies to realize the return on investment from a new system. Join us for an informative hour-long webinar with data analysis from leading research organizations and more than 400 CFOs, controllers and accounting professionals to identify best practices in expense management today. You will also hear from a company that uses a fully automated reporting solution about how the system quickly delivers not just ROI, but better compliance with T&E policy, increased productivity and efficiency, and greater employee satisfaction.
Insights To Accelerate Services Growth (Oco White Paper)Jon Hansen
White Paper Introduction (Excerpt):
Much has been written about customer satisfaction, account management practices, and measurement systems
for services businesses. Some of the approaches take a simple, monolithic approach and propose a standard
model for management of all service businesses. We suggest a different approach and recommend that a service
business should be managed and measured based on the maturity of the service business and the specific requirements of its’ customers.
To help operationalize this approach, we provide a framework for understanding how a services organization and its’ customer engagement should be measured. This framework is based on the premise that these organizations often progress through three distinct stages – Customer Centric, Profit Centric and Growth Centric – as they
evolve. We specifically outline various information and reporting approaches to support strategic account management of services businesses at each stage of their evolution, we provide examples of what service metrics are most relevant, and then discuss the effective intersection of account practices and metrics by means of a customer dashboard tool used by many leading firms.
Oco Web Site: http://www.oco-inc.com/
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
John O’Leary, nationally bestselling author of “On Fire: The 7 Choices to Ignite a Radically Inspired Life,” will be speaking on these choices at this year’s Digital CPA Conference. In this webcast he and John Engels, leadership coach with over 30 years experience, will join Erik Asgeirsson, CEO of CPA.com, to discuss the importance of owning your successes, failures and leadership. Get tips on stopping a culture of blaming and finger pointing, and build a culture of accountability. Everyone plays a role in the effectiveness of their team and firm. Use this 1 hour webcast as short firm retreat and open the dialog among colleagues.
Staying Relevant…it's top of mind for every CPA and managing partner today. Will technology disrupt my practice? How do I move from compliance expert to strategic advisor? These are questions practitioners struggle with every day. Erik Asgeirsson, President and CEO of CPA.com, the technology subsidiary of the AICPA, will provide insights and observations on today’s digital landscape, including disruptive and transformative technologies driving change in audit, tax and client accounting services and what firms across the country are doing to stay relevant.
Anticipating the future is hard. But in today’s fast paced world it’s more critical than ever. And there are techniques available that can help you mitigate innovation risk and be more effective at strategic planning. Daniel Burrus, one of the world’s leading futurists on trends and innovation and NY Times bestselling author, uses his success and expertise to teach others how to build their competency of anticipation.
In this session, Erik Asgeirsson, CEO of CPA.com, and Daniel Burrus will discuss:
The hard trends report gathered from firms at DCPA 2016
What this means for firms
How to capitalize on the opportunities created by these trends.
Get unstuck from analysis paralysis, and gain tools and inspiration to facilitate your firm’s growth with certainty!
Dr. Geoffrey Moore studied the accounting profession and revealed 3 mega trends that were driving significant change in the profession and broke down the 4 stages firms are going through as they transform. Sometimes we need to revisit the core principles as we prepare for a change to ensure the objectives are set and vision is clear. In this session, we will review the core principles of “Harness the Power of the Cloud”. Review the lessons we can learn and focus on what matters most.
CPA.com CEO, Erik Asgeirsson, will provide his annual update on the state of today’s digital firm. Specifically, Asgeirsson will share his perspective on what firms need to do in order to remain relevant in the coming year. He will also provide insight on the key innovations he sees occurring across the different practice areas from new business models, to advances in regulation, to growth strategies driving success. Aligning with this year’s conference theme, Asgeirsson will also introduce ways that firms can truly take the lead while transforming into a Digital CPA.
Will Your Firm Thrive or Just Survive? The Critical Competency for Today’s Pr...CPA.com
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Most of us wish we had the prowess for predicting future trends, but others have tried and true competencies in this area. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Join CPA.com president and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, Horne LLP CEO Joey Havens and the CEO of the Maryland Association of CPAs, Tom Hood. This webinar will cover:
· The difference between hard trends and soft trends
· Why it is important to identify trend types
· Use cases of how these skills are being used in the profession
If you are like most firms you’ve designed your service offerings around accounting, tax, audit,
litigation support, etc. – the traditional accounting and tax firm services and then organized your
firm to serve clients of all business types and industries as long as they fit under the service
offerings. Learn why this model may no longer be appropriate to serve today’s business clients.
Review case studies of firms that have made the change to a vertical focus first and then aligned
their service offerings to meet the needs of a vertical niche.
Sales and Use Tax: What your Firm Needs to KnowCPA.com
One of the fastest growing niche areas for firms is Sales and Use Tax client advisory services. It’s an area that is increasingly complex for businesses to understand and comply with. It impacts businesses large and small. Audits can be time consuming and costly. The rules are fluid and the target keeps moving. It’s not a question of if there will be additional change but rather how. Will it come through legislation? Will it come through the courts? Clients turn to their trusted professionals when it comes to navigating complexity. Are you current on what you need to know?
Please join Erik Asgeirsson, president and CEO of CPA.com, Andrew Johnson, CPA, and Vishal Thakkar as they discuss:
What you need to know in regards to recent sales and use tax updates
The basic principles of nexus, and the implications surrounding it
The sales tax ramifications of selling online, and how to get a sense of your clients’ activity
Learn about the steps to build a sales and use tax practice
CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
Ring in the New Year and join the experts on hot technical updates to be prepared for a thriving BPO (business process outsourcing) practices in 2016! As we are aware, this business line is growing and maturing in accounting firms nationwide which leads to questions on best practices and the need for insights on changing regulations. Erik Asgeirsson and a panel of standard setters will share their insights and expertise on the following technical updates:
1. SSARS 21 effective date has now arrived!
• We will discuss how to best position modern day preparation services
• We will share best practices for SSARS21 legend implementation
• We will review how to setup these new legends in various cloud based accounting programs
2. ACA (Affordable Care Act) compliance for 2016
• We will review what firms need to know for 2016 filings
3. Becoming an Anticipatory CPA
• Learn more about a program coming to help you gauge hard and soft trends for more confident future planning
Select, Specialize, Succeed: Marketing Your Vertical NicheCPA.com
This webinar discussed the benefits of focusing on a niche market and how to select a niche that best aligns with your firm’s expertise and mission. You will learn how to develop messaging to address industry-specific challenges. Marketing tips and strategies are shared to help you increase awareness of your firm and position your client accounting and advisory services.
Being a Digital CPA is above and beyond the use of technology; it is about a mindset and employing technology to the point of transforming the way you interact with clients, staff and your overall business model. Are you simply using hardware and software or are you a true Digital CPA?
We hear a lot about growing business which tend to lead to thoughts of adding services to existing clients, increasing rates, finding new clients, etc. Now factor in the impact of templosion, what is your strategy for a relevant and growing practice? When we think of growth and being future ready you should pause to reevaluate your growth strategies. In this webcast we will cover tactics to consider when growing a future ready CPA firm through a focus on innovation, being responsive to technology change, involving various team members and more.
The future ready cpa are you ready for the challenge - PICPA Leadership Con...CPA.com
Increasing complexity in the future will continue to challenge individual CPAs, their firms and
their clients. CPA.com has partnered with the Institute for Global Futures in an effort to understand
the current state of the profession relative to being “future ready”. Come and learn how
to better anticipate change and adapt faster. Better preparedness to meet the challenges of the
future is critical to tomorrow’s success.
AccountantsWorld Expert Series - Building a bridge to cpa firm of the futureCPA.com
What does the power of smart business mean for CPAs and their clients? In this era of change for the profession, digital transformation, globalization and other forces in play, this is one of the most challenging and exciting times to pursue a career as an accountant. Erik Asgeirsson, president and CEO of CPA.com, will discuss aspects of the changing technology landscape, the challenge of staying relevant and the great opportunities that lie ahead for those who embrace technology and specialization.
2 Emerging Categories for Trusted Business: ACA & SALTCPA.com
The Affordable Care Act (ACA) and tax reform and state & local taxes (SALT), are topics under constant public and governmental scrutiny. Multiple regulatory updates and changing political landscapes add to their ongoing and evolving complexities.
As a CPA and a Trusted Business Advisor, take this opportunity to explore if and how this fits into client advisory services of today and learn many of the latest updates. During the webcast, we’ll cover some of the must-know regulatory changes and how you can translate the knowledge into strategies to discuss with your clients.
You’ll gain:
Deeper insights into the ACA and SALT
Essential client advisory talking points
Practitioner-focused resources
Creating vertical depth in a horizontal firmCPA.com
If you are like most firms you’ve designed your service offerings around accounting, tax, audit, litigation support, etc. – the traditional accounting and tax firm services and then organized your firm to serve clients of all business types and industries as long as they fit under the service offerings. In this session, learn why this model may no longer be appropriate to serve today’s business clients. We will review case studies of firms that have made the change to a vertical focus first and then aligned their service offerings to meet the needs of a vertical niche to match the needs of today’s business owner.
With the end in mind choosing the right solutionsCPA.com
You need to re-examine your processes and look for improvements, but where do you start? One strategy is to redesign your workflow and find the right solutions to build it, but if you don't what is possible, where do you get that insight and what if what you want doesn't exist? In this session, we discuss this balance between re-imagining your workflow in your office and finding solutions that will help you get there.
Cloud technology has enabled a transformation in client accounting services, but this metamorphosis is not complete. Erik Asgeirsson, president and CEO of CPA.com, will lead a discussion on the mindset, strategies and future readiness of the Digital CPA. Being a digital CPA is not about using technology, it is about employing technology to transform your business model and be prepared for the new industries and expectations ahead.
The future ready cpa – are you ready for the challenge nj showCPA.com
Increasing complexity in the future will continue to challenge individual CPAs, their firms and
their clients. CPA.com has partnered with the Institute for Global Futures in an effort to understand
the current state of the profession relative to being “future ready”. Come and learn how
to better anticipate change and adapt faster. Better preparedness to meet the challenges of the
future is critical to tomorrow’s success.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
2. Thomas R. Gawne, CPA
Professional Services Systems
Engineer
28 years in the tax and accounting
technology sector
Consultant, Facilitator and Presenter
Introductions
3. Empowering CPA’s and businesses for the
Digital Age
CPA.com is a subsidiary of the AICPA
4. Dixie McCurley
Trusted CFO Solutions, Co-founder & Partner
Headquartered in Atlanta, GA (12 Staff)
Certified Intacct® BPO Partner & Bill.com
QuickBooks ProAdvisor, Member of Mindshop
International
After spending six years in Corporate Accounting at
EarthLink, Inc and four years to Business Advisory at
GH&I, LLP, Dixie is building the Client Services
Accounting Practice at TCFOS.
Nationally recognized thought leader in cloud-based
accounting.
As a self-proclaimed “foodie”, Dixie spends her free
time dining at the hundreds of restaurants Atlanta has
to offer.
Introductions
5. Expanded CAS Verticals – to
Professional Services, Distributors,
Start-ups
Currently 12 staff
o 2 CPA’s
o 1.5 Business Developer (FT)
o 1.5 Intacct Champion
o 3 Managers
o 3 Staff
o 1 Project Manager
Fully Integrated Intacct, Bill.com and
Paychex, Avalara
Complete Paper-less System
Vertical Restaurants - CAS
Started with 2 clients & 3 staff
Used many different accounting
systems
Attended CAS Roadmap to
Profitably workshop in DEC 2011
Consulted clients as outsourced
CFO & Controller Services
Realized by the hour and
“consulting” wasn’t as great a value
as outsourcing their accounting
operations
Signed on with Intacct & Bill.com
Trusted CFO Solutions: Then & Now
TCFOS OCT 2011: TCFOS 2015:
6. Assessments - $10,000
Implementations - $10,000 - 25,000
Monthly Services - $7,500 – 10,000
2014 - Projected 230% Revenue
Growth year over year
Now, fit clients to our services
Say “No” a lot, if not a good fit
Profitability = 30-35%
Assessments - $2,500
Implementations - $2,500
Monthly Services - $2,500
2013 - Experienced 338% Revenue
Growth year over year
Started with 2 clients
Would fit our services to clients
Say “yes” a lot, even if not a good
fit
Profitability = 10-15%
Trusted CFO Solutions: Then & Now
TCFOS OCT 2011: TCFOS 2015:
8. The Second Industrial Revolution - 2010
“The full implications of the new machine age are going
to take at least a century to play out.”
- Erik Brynjolfsson, MIT Professor,
co-author NY Times Bestseller
“The Second Machine Age”
Source: TED Talk (Feb. 2013)
9. Growth of Cloud Computing
And Many Others
Small Business
Has Moved to the Cloud
Network growth:
>150% last year$150M recently
raised
QuickBooks® Online
500K users
Paychex Equity
Investment
Efficiencies saving 90
minutes per employee
per day
Serving over 10k firms
and top US banks
$45M recently raised
10. Moore Indicates That We Have
Crossed to Early Majority…
CHASM
Helping Firms With
Adoption Curve
Firm Solutions
CPA
Profession
11. 1990
2000
Today
Transformation of Client Accounting
Today’s
opportunity
Cloud-based
Integrated
Paperless
Dashboards
Real-timeSmall businesses push
work back to firms to
focus
more on their business
Role of firms reduced
QuickBooks introduced
to small businesses
12. Accounting Services Today
The Opportunity
o Ride the wave of demand for outsourcing
o Leverage cloud technology to achieve productivity
The Challenges
o Commodity practice
o Low margins
o Hard to scale
o Hard to upsell to higher value “virtual CFO” services
13. Firm Value Chain
Input Data
Assemble
& Verify
Report
Analyze &
Interpret
Advise &
Consult
Higher Value
& Future Focus
Lower Value &
Historical Focus
15. The Roadmap to Success
• Model for evolving Accounting Services as a practice
• A guide to technology investments required
• Change management strategy – internal and external
What is Needed?
16. 3 Key Strategic Decision Points
Determine current and desired state of your client
accounting service practice
o Evolution of client accounting services
Identify technology investments appropriate to
stages of transition underway
Organize change management around specific
business practice transformations and
technology deployments
o Orchestrate change initiatives that minimize wasted efforts
and maximizes lasting improvements
17. Getting Vertical Through the Cloud
Business
Intelligence
Reporting
Real-Time
Client
Collaboration
Standardized
Workflows
Client
Accounting
Capabilities
driven
through
cloud
computing
• Professional Services – 90%
• Construction – 76%
• Retail – 75%
• Not-for-Profit – 73%
• Manufacturing – 65%
• Wholesale Distribution – 61%
• Technology Companies – 59%
• Transportation – 48%
• Hospitality – 45%
• Franchises – 40%
• Government – 29%
Most Popular Client Verticals
for Outsourced Accounting Services
18. A Restaurant Niche Example . . .
Passionate about the
food service industry
Existing
clients
• Accounting
Cleanup
• Disparate Systems
• Inaccurate Data
• Out-of-balance
accounting
• Tax Compliance
• Employer Tip Credit
• Cost Segregation
• Opening new
locations
Client
Needs
• Management
reporting
• Uniformed,
standardized
accounting
system and
structure
• Internal Controls
Restaurant
Industry
Niche
WhytheRestaurantIndustry?
19. Today: Disconnected Systems Ideal: Connected/Holistic
QuickBooks POS Payroll
Manual
Processes
Restaurant
Managers
Many
checkbooks
Several
locations
Bookkeeper Inventory
Restaurant
Group
Consistent
Processes
Cash Control
Consolidated
Financials
Multi-Entity
Reporting
Full Financial
Visibility
Cloud Based
Systems
To Transform Restaurant Accounting
20. Significant Growth Opportunity
• Vertical Growth – distributors & suppliers
• Customer Loyalty & Financial Reporting
• Management Accounting & Restaurant Consulting
• Scalable from 1 to over 1,000 clients
• Leads to other Niche areas – retail, hospitality,
private clubs, franchises, etc.
Are you keeping up with the growth?
WhytheRestaurantIndustry?
21. Typical Restaurant Structure
M-Console
Shared
Corp Restaurant 1 Restaurant 2 Restaurant 3 Restaurant 4
Company
M-Console
Company, Inc.
Currency USD
Company
Currency: Cayman
Company
Currency: Cayman
Company
Currency:
Cayman
Company
Currency EUR
Company
Currency: EUR
Company
Currency: CAD
Company
Currency: GBP
Consolidations 1
Currency: Cayman
Consolidations 2
Currency: EUR
Consolidations 3
Currency: USD
SIMPLE
COMPLEX
Single Accounting Console
• One common set of data across all locations
• Locations are created within single
transactional environment
• 1 TIN for entire company for all locations
• No ability to manage locations independently
• Books maybe balanced by location and/or by
entire company
Multi-Entity Shared
• Shared Data
• Chart of Accounts, Customers,
Vendors etc.
• Single Intacct Database
• Single Base Currency
• Each entity may be managed
independently or from top
• Books maybe balanced by entity or by
entire company
• Consolidations performed from top
level
22. Restaurant KPI Examples
KPI’s
Number of table turns
Food categories
Turnover of total room
Guest Counts (growth)
Per person Average
Controllable Income
Average Ticket Price
Food & Beverage Mix
Historical vs current
Total # of seats
Comps
Other Measurements
Prime Costs
o COGS + total labor + ee
benefits
Food & Beverage Mix
o Revenue 60/40 average
o COGS 33% food; 25% bar
13 week periods
Labor
o Mgmt 4%; direct 14%;
other 5%
EBITDA: 25-28%
23. Restaurant operators
o Scrutinize food and
beverage costs
o margin by menu item
o by location
o by server
> Business actions that
increase gross margins
Role-based dashboards
Management by KPI’s
Reporting Examples
Food
Sales
Liquor
Sales
Other
Sales
Food
Sales
Food
Costs
Food
Margins
24. Trusted CFO Solutions – Our Method
Alternatives to pricing your services based on client-perceived
value, rather than hours spent
Assessment
Phase
• Discovery
• Assessment
• Recommendations
Implementation
Phase
• Project Planning
• Prioritizing Goals
• Take Action
Client Services
• Back Office
Accounting
• Virtual CFO
• Cloud based Solutions
Fixed Fee
Products &
Services
Ron Baker says:
“Billing ≠ Pricing”
25. The Critical Pieces of Getting Started
Learn About and Build out Your Roadmap
Champion Needed to Lead the High-Value CAS Firm
It starts with the Business Plan
Don’t go it alone – Employee, Professional and Client Advisory Boards
The standardized practice & “Getting Vertical”
Mandatory Client Assessment as a stand-alone engagement
“Before-and-after” presentation
Engagement Letter and Service Level Agreement
Procedures Manual (shared with client)
New Client Orientation
New Client Training
o Technology
o Financial Statements, KPIs, Critical Success Factors
26. The Standardized Practice
Consistent/standard Chart of Accounts (COA) as one package
price. Premium fees for a custom COA
Standardized services by industry vertical and by type of
service
Standardized Internal Management Reports/Services
Procedures Manuals for each client
Service Order Requests for services outside of the
engagement agreement – retainer always on account for
these requests and for “concierge” services
Dedicated client-service staff to provide top client experience,
while sheltering our production staff
27. Client Accounting Services
The services offered within Client Accounting Services
groups generally fall into three categories:
Financial statement preparation using the accounting data
provided by the client, which often requires compilation
Transaction processing, such as entering accounts payable,
receiving approval for payments, sending payments
CFO/Controllership services, includes reviewing financial
performance and providing input and strategies to improve
business processes and performance
28. Increasing Firm/Client Collaboration
The economy requires closer CPA firm and client
collaboration to deliver better financial advice, help them make
faster, smarter business decisions and improve their financial
performance
Real-time vs. after-the-fact decision making
Firms are focusing on technological improvements to enable
heightened collaboration and are making the following shifts to
their client accounting services practices:
29. Client Accounting
Services
• Firm typically has 25-200 clients
• Clients have $1 - 5 Million
annual revenue
Firms are charging value-add bundled retainer fees
for these services – $1,500 - $5,000 / mo.
Most Common Services:
• Financial Statement
Preparation
• General Ledger/Trial Balance
• Payroll Reporting
• Cash Flow Management
• Payroll Preparation
• Transaction Processing (BPO)
• Virtual CFO Services
Majority of Outsourced Accounting
clients have between 5-25
employees
CPA Firm Client Accounting Services Profile
30. Service Delivery Platform
The service delivery platform is a term used regularly in the
“cloud-computing” world
o Defined as the available technology components and/or solutions that
will be used in the client accounting service delivery model
For example: could include the following integrated business
solutions
o Intacct Financials-on-demand
o Bill.com cash flow and bill management
o Paychex integrated payroll services
o XCM workflow management
31. Steps in the Prospect-to-Client Process
Qualification of prospect / analysis of existing client opportunities
Ongoing Services
Phase 4 Monthly recurring virtual accounting and Controller/CFO services
(Firms are charging $1500-$10,000+ monthly fees for this)
Short Term CFO/Tech Consulting
Phase 3 Data File Clean-Up, Staff Training, Management Report
Package Preparation, Process Implementation (CFO)
Client Needs Assessment
Phase 2 Initial Client Needs Assessment (firms are charging between $2,000-6,500+
for this). May be accompanied by financial clean-up and/or other services
Prospect Qualification
Phase 1 Prospect Questionnaire
Learn how at the Client Accounting Workshop!
34. Assemble Your Team
Partner-in-Charge CAS Business Group
Business
Development
Marketing/Sales,
Finance,
Human Resources,
Technology, etc.
Director of Client Accounting Services
Virtual CFO
Implementation
& Client Support
Services
(separate positions as
the firm grows)
Client Relations (Client
Scheduling, Contract
Maintenance, Client
Satisfaction)
Virtual Controller
Accounting Manager
Accounts
Payable
Accounts
Receivable
Payroll
36. Marketing – Top Firm Challenges
Client Accounting Services has not been adequately positioned and
sold “within the firm” so is not positioned for success publicly.
Limited resources and lack of year-round consistency
Strong reliance on passive word-of-mouth for sales
Focus on developing sales through new customers
Limited market intelligence and ongoing research
Lack of complete budgeting and ROI reporting to measure results vs.
expectations
37. Segmenting Your Market
Firms who have successfully identified and built their marketing
and services around industry verticals are able to get the most
from each marketing dollar by specifically targeting WHO they
need to reach and WHERE.
In the CAS practice, clients expect us to know more than they
know about how to win in THEIR industry in addition to ours. Firm
marketing materials should demonstrate that we “get it.”
38. Types of Marketing Activities
Marketing
Activities
Present at
Industry
Events
Georgia
Restaurant
Association
Webinars
Whitepapers
Client
Testimonials
Case Studies
(Simple &
Complex)
Interviews
and Articles
in Industry
Publications
• Speak to the chef, compliment food,
decor, service
Connect with Restaurant Owners
• Ask what systems they use, offer
recommendations for issues, tell them
you’re establishing a niche, get
feedback
Establish a rapport
• Post comments on Yelp, Open Table,
Food Spotter, Social Living. Tell them
you are; tell them you did.
Give reviews and feedback
• At their restaurants, Taste of Atlanta,
Dine America Gala, Georgia Restaurant
Association, Culinary Colleges
Attend Events
39. Other Workshop Topics
Engagement letter templates and service level agreements
Key cloud based solution case studies to build the model
How to build your business plan
Key performance indicators (KPI’s) success factors
Rich virtual toolbox of templates and documents to complement
Collaborative engaged exercises to enhance learning
Small facilitated group to enable shared learning amongst
participants!
40. Join Us for Our Next Workshop
Seats still available at our Towson, MD Workshop!
April 21st & 22nd
Maryland Association of CPA’s
901 Dulaney Valley Rd, Ste. 710
Towson, MD 21204
Sign-up: CPA.com/casworkshop
*Save $300 when you register by 3/20
41. Join us to learn, engage, and develop at this year's Digital CPA Conference...
• Engage with thought leaders and peers
• Develop the critical skills required to address key issues impacting today’s
accounting practices - from technology implementation and practice
management to evolving client expectations
Editor's Notes
TOM’S SLIDE
A subsidiary of the AICPA formed in 2001
We are the exclusive marketing and technology arm for AICPA products and services.
CPA2Biz mission is to support firms nationwide with:
Web-based tools, Programs, Resources
Tom’s Slide to introduce
- 2 clients
Special training
Turned their “controller” into more of a CFO, took their LOC down by $500K the first 6 months to healthy cash flow.
2nd client was a start-up distributor of computer hardware and software. Used Intacct to integrate Salesforce.com, Paychex, Avalara. Helped them grow through 39 states. Recently acquired, went through an Audit, the fastest I’ve ever seen, all electronic documents with a CPA User login. Originally the CFO was going to move them to Great Plains, then possibly to NetSuites, now wanting to stay with TCFOS & Intacct, b/c of the smoothness of the audit and the electronic records.
True outsourced accounting department, getting a little bit of a CFO, a little bit of a Controller, a little bit of a Bookkeeper, which is huge value at around $500K per year for usually less than $120K with TCFOS Services.
Dixie to present “TCFOS then & now”
The same client who was recently acquired, we charged $2,500 for the Implementation. They wanted to know how much to go direct to Intacct, and Intacct quoted $47,000 for a VAR to implement, and then $38,000 per year in software subscriptions alone.
We’re able to spread our Implementation costs over 12-18 months for the clients who couldn’t normally move to our higher level suite of services.
Finishing the reference to the quote: “The Second Machine” Age which provides historical perspective and context for today’s digital era.
But Brynjolfsson admits that, for now, the growing pains are very real. People in a wide slew of industries are being replaced by digital labor and losing their jobs — not to mention their ability to find a new one.
Source: 2013 TED Talk. Also Erik Brynjolfsson, MIT Professor, co-authored NY Times Bestseller “The Second Machine” Age which provides historical perspective and context for today’s digital era.
IN NOTES Field;
Now come two professors from MIT with a more optimistic and intriguing hypothesis — namely, that the global economy is on the cusp of a dramatic growth spurt driven by smart machines that finally take full advantage of advances in computer processing, artificial intelligence, networked communication and the digitization of just about everything.
What enables these breakthroughs, Brynjolfsson and McAfee argue, is not just the amount of data available and the speed at which it can be processed. It’s also the ease with which these new capabilities and new ideas can be combined and recombined. Economic historians tell us that it took several decades for earlier breakthrough technologies, such as the steam engine or electricity, to reach the point of ubiquity and flexible application at which they fundamentally changed the way people lived and businesses operated. Information technology and digital communication, they argue, are now just reaching that same inflection point. Rather than approaching a period of mature decline, as Gordon and Cowen have suggested, according to the men from MIT, these technologies are about to take off.
‘The Second Machine Age,’ by Erik Brynjolfsson and Andrew McAfee
It is not just about investment, but about usage taking place in organizations across North America.
Source: “Cisco projects data center-cloud traffic to triple by 2017” - Steven J. Vaughan, posted ZDNet
2012
North America generated the most cloud traffic.
2014
The first year when the majority of workloads shift to the cloud, 51% will be processed in the cloud versus 49% in the traditional IT space.
2017
North America will generate the most cloud traffic.
Showing the investments taking place
Article on SMB’s cloud growth stats: http://www.huffingtonpost.com/2013/11/06/amex-what-is-the-cloud-and-why_n_3964066.html (article posted Nov 2013)
Parallels, a software company enabling Spring, GoDaddy, etc. reported cloud services industry grew to $45billion worldwide in 2012.
“6 million SMB’s purchasing their 1st cloud service” in 2012
Projecting market will grow 28% annually through 2015.
Seagate growing cloud storage stats: http://siliconangle.com/blog/2013/06/27/infographic-clouds-growing-footprint-in-storage/
- “60% of businesses utilize cloud for performing IT related operations”
TOM’S SLIDE
TOM’S SLIDE
TOM’S SLIDE
TOM’S SLIDE
Nicole’s Slide
Nicole’s Slide
Tom Slide
Client Accounting Services such as transaction processing and CFO/Controller services are a form of Finance & Accounting Outsourcing “FAO”
“FAO” is an arrangement where clients delegate back-office business functions or processes to their CPA firm or another third-party service provider
Tom Slide
Strategically positioning their client accounting service line as proactive, consultative services for their corporate clients
Transitioning the traditional low-value transaction-oriented services into profitable services
Delivering information that enables their clients to improve their business processes, cash flow, and profitability
Creating non-traditional work environments that take advantage of remote or part-time resources and minimizing the expense of full-time staff that may not be fully utilized
Nicole Slide
60% of the client organizations are generally < $1 Million in annual revenue; 95% are under $5 Million
Client organizations have between 1-25 employees (60% have <10 employees)
Nicole Slide
Tom Slide
Be sure to give a good “case” including examples as to why this savings estimate is solid
Emphasize the importance of the Implementation Team and Clients entering in or calling in their service tickets that DO NOT route to processing staff first