Build a Virtual Practice: Integrating QuickBooks Desktop and Office 365

Transcription

1 Build a Virtual Practice: Integrating QuickBooks Desktop and Office 365

2 Kevin Roosa Director of Sales Right Networks Drives Right Networks growth and new customer acquisition through: Developing and executing sales strategies Understanding customer business needs and objectives Establishing and maintaining strong customer relationships 2

3 Steve Reynolds Senior Market Development Manager Microsoft US PHCS Supports Partners with Go-to-Market (GTM) resources, including: Messaging and campaign development Content creation MDF Customer experience 3

4 Agenda Right Networks At-A-Glance What s happening in the cloud The evolution of cloud-based tools and services Benefits of QuickBooks Hosting for your firm Streaming your workflows with Microsoft Office 365 Q&A World leader in hosted QB desktops 4

5 Right Networks At-a-Glance Founded in 2002 Headquartered in Hudson, NH 2 world-class Tier 4 data centers located in the US 24x7 live US-based technical support 100+ employees 85,000+ hosted desktops globally 400+ apps supported 5

6 About Microsoft Cloud Solutions Program Global program supports the growth of MSFT Partners like Right Networks to develop and grow their Cloud business services Currently some 85+ CSP Partners active in the US, with combined revenue growing at 30+% annually Growing number of MSFT workloads and applications are being folded into the CSP umbrella: Office 365 SQL CRM online Azure Cloud Services, which enable a multiplicity of applications, from Disaster Recovery to Big data and BI 6

7 POLL: What Microsoft Office Plan do you use? Microsoft Office Home Edition Microsoft Office Standard Microsoft Office ProPlus Microsoft Office 365 7

8 Cloud Industry Insights #SNH16

9 What Does Microsoft Believe? It is a Cloud- and Mobile-first world! Empowering our Cloud Partners- Intuit+ Right Networks is our first to combine Intuit with Office 365 Cloud Choice public/private/on-prem/managed desktops all will co-exist 9

10 Market Trends 10

11 Connected data Connected Digital Analog Cloud / IoT Datacenters (Cloud) PC / Device Digital Tape DVD / Blu-Ray CD PC / Mobile

12 POLL: What is your biggest challenge? Pricing my services Collaborating with clients Keeping up with technology Finding new clients Expanding my offerings 12

13 Challenges of today for financial professionals driving new value and revenue 13

14 Security & Management Your IoA Platform...Must Enable 3 Things: Secure, Scale, Drive Insights Power of the Cloud Platform+Services+Data+Insights Hybrid Operations Data at Scale Yields Insights Cloud Partner (e.g. Right Networks) Platform Cloud Advisory Practice 14

15 Benefits of Hosting QuickBooks in the Cloud

16 POLL Have you moved your firm to the cloud? Yes, 100% of my current clients are in the cloud Yes, but I am still transitioning some clients No, but I would like to soon No, I am still evaluating moving to the cloud 16

17 Why QuickBooks Hosting? Increase productivity Improve efficiency and focus Minimize risk & IT hassles Collaboration Focus on growing your business Addition of high-value services 17

18 Collaboration Make better use of company resources and save time Log in anytime, anywhere to view or work in the files you need Accountants and clients can work in the QB file simultaneously without interrupting each other Work across multiple locations Share with team or business partners 18

19 Reduce Hassles and Costs Fully-managed infrastructure on which your data and applications run No longer have to install or maintain software on your local machine Managed environment where your security, updates, backups and maintenance are handled by experts Just log in and focus on your work! 19

20 Cloud Security Highest-level approved data centers Data replication Encrypted communication, firewalls and backups Multi-layer access controls Enterprise-class reliability on a end-to-end clustered, highly-available infrastructure 20

21 Backups Why they are important Risk loss productivity if your client s PC crashes or fails Prevent loss from natural disasters and extreme weather Recover deleted files Does your current system allow for: Nightly backups Maintain data for 30, 60 or 90 days Encrypted backups File restores 21

22 Streamline Your Workflows with Office 365

23 POLL What s the primary way you collaborate with clients and colleagues? files back and forth USBs LogMeIn/File Sharing On-Prem Server Face-to-Face Visit 23

24 Office When and Where You Need It Your Office anywhere: Top-of-theline set of productivity tools Tools for the professional: connect better with customers and colleagues with a range of communication tools Tools for teamwork: plenty of space for all of your files Easy setup and management: your services are always up and running and up to date Financiallybacked SLA Technical support Private social network Office applications Online meetings Businessclass Online document storage & file sharing 24

25 Consistent Cross-Platform Experience Familiar, consistent experience across favorite devices makes on-the-go document creation, review and collaboration easy. 25

26 Best-In-Class-Productivity Create and edit documents in real time with colleagues Communicate with customers, collaborate with colleagues, gain access to data and storage Sync files across all your devices 26

27 Benefits for Your Business Provide greater insights into financial risk and business performance Protect client financial data and ensure compliance Improve the client experience Improve agility, reduce costs and provide tools to work efficiently 27

28 The Right Plan for Your Business 28

29 Office QuickBooks Desktop Integration One cloud workspace with access to key productivity & financial tools Easily share files across multiple devices and colleagues Multiple options to integrate with your hosted QuickBooks desktop purchase from Right Networks, transfer an existing license, or bring your own license 29

30 Thank you for attending! Kevin Roosa Steve Reynolds 30