Fundamentals of Hosting Your QuickBooks Desktop in the Cloud

Transcription

1 Fundamentals of Hosting Your QuickBooks Desktop in the Cloud

2 Introduction Kevin Roosa Director Right Networks 2

3 Agenda Right Networks At-A-Glance Understand the different ways you can access your software. Answer the questions: What is hosting? and How do I take my practice to the cloud? Learn how a fully-managed environment can reduce IT hassles and costs of running your business. Get a glimpse of what it looks like to work in the hosted desktop environment. Q&A 3

4 Right Networks - Quick Facts 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 100,000+ hosted desktops globally 400+ apps supported World leader in hosted QB desktops 4

5 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 5

6 Accessing Your Software 6

7 Multiple Ways to Access Accounting Software Traditional computing/local software install Software as a Service (SaaS) Application Hosting 7

8 Local Install On-prem or on-premise Software is installed and runs on computers in the same building as the person or organization using the software QuickBooks Desktop is traditionally accessed through a local install 8

9 Full SaaS Solution On-demand software Accessed via web login over the internet Software is licensed on a subscription basis Data and applications are hosted on servers a central facility. Most likely what you think of when you hear cloud 9

10 Application Hosting 10

11 What is Application Hosting? Gives you anytime, anywhere access via an internet connection to a remote desktop Securely stores data files, applications and infrastructure in off-premise data centers Provides the same full-featured windows desktop and applications as you get on your local computer Integrates with your favorite SaaS apps, too! 11

12 Accessing Your QuickBooks Data Right Networks Hosted Desktop Environment Your Team Your Client You 12

13 Poll Question What accounting software do your clients use? QuickBooks Online QuickBooks Desktop Xero Sage 13

14 Benefits of a Fully-Managed Environment 14

15 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! 15

16 Where do you want your client s data? 16

17 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 17

18 Almost 90% of small- and medium-sized businesses in the US do not use data protection for company and customer information. -McAfee 18

19 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 the current system allow for: Nightly backups Maintain data for 30, 60 or 90 days Encrypted backups File restores 19

20 Over 1-in-3 small businesses spend more time tidying their desks than backing up their data. -Wells Fargo Gallup Small Business Index 20

21 Hosting Environment At-a-Glance 21

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25 Moving to the Cloud with a Application Hosting 25

26 Poll Are you currently evaluating a (new) cloud solution for your customers? Yes, hosting but looking to switch Yes, not hosting but interested in learning more Yes, looking for 100% SaaS solution I m really just taking this for CPE credits Not at this time 26

27 Evaluating a Partner What to Look For Secure hosting facilities Geographically diverse Tier IV data centers Best-in-class service levels Availability Uptime Dedicated and responsive Technical Support 24x7, live phone, chat, , knowledgebase Seamless integration of your workflows Easy onboarding and setup Authorized Intuit hosting provider 27

28 Additional applications to run your business Consider how you will access and integrate other applications you need to maintain your workflows 28

29 Success in the Cloud Put control of your client relationships back in your hands Focus on your business, not IT issues and software updates Be a firm your clients love to work with! 29

30 Poll What additional information would you need to move forward with hosting? Real-life customer success stories Free trial of a solution Live demo of the product I do not plan to move forward with hosting 30

31 Q & A Kevin Roosa Director Right Networks kroosa@rightnetworks.com rightnetworks.com 31