Moving clients to cloud with Reckon
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This presentation was given by Reckon at the Reckon group Conference 2014. Find out more about moving to the cloud - contact customerservice@reckon.com
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Speeding Up Innovation
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What does it take to innovate quickly? I’ll address how blockers to innovation – including culture, skills, antiquated processes, and board level concerns – can stand in the way of business agility. We’ll map out a pathway to digital transformation including new metrics for success, integrating real-world best practices from enterprises, and the most effective organizational patterns, as we integrate the business with development and operations.
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- 29. Where is the data stored? How secure is the cloud? How do I backup my data? How long can we obtain access to the data if we leave the service? Can we still access our data if we lose connectivity?
- 30. Can we trial Reckon Accounts Hosted with and existing Reckon accounts desktop file? Do we receive commissions with the introduction of Reckon software? What are the licensing considerations for Reckon Accounts Hosted & Reckon One? What is the cost for my advisor to access my file?
- 31. When is a good time to migrate clients?
- 32. Speed Dating Partner Development Team Table
- 33. Complimentary Client Analysis & Partner Training