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MOVING YOUR CLIENTS
TO THE CLOUD
Louise Marshall & Tony Tran
WHAT IS THE CLOUD?
Internet Based
Centralised data storage
Online access to files and
services anywhere and anytime
?
CLOUD computing is internet-based computing
in which large groups of remote servers are
networked to allow sharing of data-processing
tasks, centralized data storage, and online
access to computer services or
resources. Clouds can be classified as public,
private or hybrid.
en.wikipedia.org/wiki/Cloud_computing
Australians are forecast to spend $1.7
billion on cloud services by 2018,
according to a new report by the
International Data Corporation (IDC)
ADVANTAGES
Fresh Software
Flexible costs
Always-on availability
Improved mobility
Improved collaboration
AUSTRALIAN BUSINESS
IS CHANGING
Cloud Changing
workforce
Legislation
& compliance
More value New tech Automation
Jun 21, 2013 10:08AM Taken from Crikey online
Jodie Fox
Company: Shoes of Prey
Age: 30
Mitchell Harper
Company: Bigcommerce
Age: 30
WHERE DOES AUSTRALIA RANK
IN INTERNET SPEEDS?
1. South Korea
2. Ireland
3. Hong Kong
4. Sweden
5. Netherlands
6. Japan
7. Switzerland
8. Norway
9. Latvia
10. Finland
42nd
Source: Akamai’s State of the Internet report Q1 2015 Avg Speed for the quarter
BUSINESS & BUDGET CONSIDERATIONS
Functional
requirements
Add ons Mobility
Current it
investment
Flexible
pricing
Collaboration
with advisor
network
OTHER CONSIDERATIONS
Security
of data
Location
of data
Ownership
of data
Training Change of
Process
WHAT YOU HAVE TOLD US
ABOUT THE CLOUD
Security, data storage location
and ownership of data
Internet speed
Automated bank feeds
Importing existing data
Functionality and mobility
Whilst, 45% of survey respondents prefer Desktop Accounting software
* Source – Reckon 2014 Annual Small Business Customer survey
Our only security is our ability
to change – John Lilly
Enterprise functionality
Consolidated Reports
Granular Security
Online / Desktop
Collaboration
15 min
upgrade
Extra 3
months for
free
Trial using
backup
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
Moving Clients to the Cloud Guide

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Moving Clients to the Cloud Guide

Notes de l'éditeur

  1. Dropbox GoogleDrive – Virtual filing cabinet, W: drive local when in building, availability Version control, Damaged files, how many versions of backup – gone are the days Seamless collaboration
  2. Understandingly, one of the hesitations that some business owners have in moving to a cloud or hosted solution is the confusion around the terminology , ‘Cloud’. Quote on PPT : This definition of cloud computing from Wikipedia defines cloud computing an internet-based computing in which large groups of remote servers are networked to allow sharing of data-processing tasks, centralized data storage, and online access to computer services or resources. Clouds can be classified as public, private or hybrid. In the simplest terms, cloud computing means storing and accessing data and programs over the Internet instead of your computer's hard drive. The cloud is just a metaphor for the Internet. TT: Our hosted cloud solution is Reckon Accounts Hosted which has the same look and feel as our desktop product. It has been developed with user-experience feedback from customers like you, and bookkeepers and accountants like yours. Some of you have been using the same files for more than 15 years, The familiar, user-friendly interface means that you will seamlessly migrate to your new software. Of course we understand that this is a change for your business, and for some of you this change also involves upgrading your data from very old versions of our software. Every step of the way we will be beside you offering guidance and support.
  3. Fresh – up to date, relevant, compliant Flex. Costing – Subscription pricing Collaboration – real time, minimal downtime, log on anytime Marketplace 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.
  4. New Tech – API date for RAH Automation Australian business is changing Faster internet is more prevalent – Telstra replacing coin operated phone boxes for WIIFI Enables 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, The young entrepreneurs changing Australian business Jun 21, 2013 10:08AM Taken from Crikey online SmartCompany’s Hot 30 Under 30 class of 2013 is a group of entrepreneurs aged 30 and younger, drawn from 30 of Australia’s fastest-growing small and medium-sized businesses. They’re on the path to becoming Australia’s next generation of top entrepreneurs. 
  5. The young entrepreneurs changing Australian business Jun 21, 2013 10:08AM Taken from Crikey online SmartCompany’s Hot 30 Under 30 class of 2013 is a group of entrepreneurs aged 30 and younger, drawn from 30 of Australia’s fastest-growing small and medium-sized businesses. They’re on the path to becoming Australia’s next generation of top entrepreneurs. 
  6. Jodie Fox Company: Shoes of Prey Age: 30 Online retailer Shoes of Prey has gone from strength to strength since launching in 2009, and earlier this year it partnered with department store David Jones, giving the e-commerce site a bricks-and-mortar offering. Shoes of Prey set up a booth at DJ’s flagship Sydney store, allowing customers to access Shoes of Prey’s self-designed, custom-made products while in store or design their own using tablets. This time last year, Shoes of Prey raised $3 million in funding, including investments from Atlassian co-founder Mike Cannon-Brookes and US venture capitalist Billy Tai. The funds are being used to expand its team from 14 to 24 and publicise the site through a new marketing campaign.
  7. Mitchell Harper Company: Bigcommerce Age: 30 In 2003 at age 21, Mitchell Harper launched his first software business Interspire alongside business partner Eddie Machaalani. While setting up an online store for selling computer hardware, he discovered a gap in the market — there was no service to help small retailers set up an online store. Fast-forward to 2009, and Bigcommerce was created. As of March this year, Bigcommerce had secured $35 million in venture capital funding and helped 30,000 small businesses in 65 countries, and in Australia more than 4000 businesses are using Bigcommerce. The company now has a 200-strong team and is one of the fastest growing e-commerce platforms in the world.
  8. SAP 2014 business survey. Primarily discuss businesses who believe the cloud will have an impact on their business in the next 5 years. Note that they probably already cloud in some way ether in business or personally (email such as hotmail, gmail; file storage such as dropbox, iCloud)
  9. IBM survey – highlight the collaboration element in particular.
  10. Australia being 42nd - room for future proofing the Cloud space Global Average 5.0 Mbps South Korea 23.6 Mbps Ireland 17.4 Mbps United States 19th 11.9 Mbps United Kingdom 21st 11.6 Mbps Slovakia 32 9.4 Mbps (Reference iiNet ad) New Zealand 40th 8.4 Mbps Australia 42nd 7.6 Mbps
  11. Looks like pretty good coverage right? When looking at your client base: Rural areas / no NBN / Satellite - internet & phone 42nd Australia – room for improvement Progression to upgrade internet You know your clients best – when thinking of a transition from desktop to cloud solution – consider primary location & use of products
  12. 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)
  13. Accountant should consider: “Other Considerations” TT : Security of Data, Location & Ownership LM: Training & Change of process Refer to SMB 2014 Survey 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) 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
  14. 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
  15. John Cunningham Lilly was a American physician, neuroscientist, psychoanalyst, psychonaut, philosopher, writer and inventor. He was a researcher of the nature of consciousness using mainly isolation tanks, dolphin communication, and psychedelic drugs, sometimes in combination
  16. Trail – provide backup in Enterprise Using internet speed test within RAH Launch into RAH – DEMO Speedtest from Hosted
  17. 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 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 2015 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.
  18. Licence for desktop
  19. Trial to ensure performance Extra 3 months free campaign expires Dec 2015 Hosted 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)
  20. Top 20+ inspirational quotes on change management for your change management initiative
  21. Top 20+ awesome quotes on change management http://www.torbenrick.eu/blog/change-management/20-awesome-quotes-on-change-management/ Top 20+ inspirational quotes on change management for your change management initiative Slowness to change usually means fear of the new – Philip Crosby 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 Change before you have to – Jack Welch People don’t resist change. They resist being changed! – Peter Senge If you want to make enemies, try to change something – Woodrow Wilson The key to change …… is to let go of fear – Rosanne Cash Our only security is our ability to change – John Lilly If you don’t like something, change it. If you can’t change it, change your attitude – Maya Angelou The world hates change, yet it is the only thing that has brought progress – Charles Kettering Culture does not change because we desire to change it. Culture changes when the organization is transformed – the culture reflects the realities of people working together every day – Frances Hesselbein The greatest danger in times of turbulence is not the turbulence – it is to act with yesterday’s logic – Peter Drucker There is nothing more difficult to take in hand, more perilous to conduct, or more uncertain in its success, than to take the lead in the introduction of a new order of things – Niccolo Machiavelli The rate of change is not going to slow down anytime soon. If anything, competition in most industries will probably speed up even more in the next few decades – John P. Kotter Change is the law of life and those who look only to the past or present are certain to miss the future – John F. Kennedy Change has a bad reputation in our society. But it isn’t all bad – not by any means. In fact, change is necessary in life – to keep us moving … to keep us growing … to keep us interested … Imagine life without change. It would be static … boring … dull – Dr. Dennis O’Grady Whosoever desires constant success must change his conduct with the times – Niccolo Machiavelli Your success in life isn’t based on your ability to simply change. It is based on your ability to change faster than your competition, customers and business – Mark Sanborn Change is hard because people overestimate the value of what they have and underestimate the value of what they may gain by giving that up – James Belasco and Ralph Stayer Change your thoughts and you change your world – Norman Vincent Peale If you do not change direction, you may end up where you are heading – Lao Tzu If you always do what you’ve always done, you’ll always get what you’ve always got – Anonymous