© british telecommunications plc practice engine 2013 user conference – atlanta ga -- welcome --

© British Telecommunications plc

Practice Engine

2013 User Conference – Atlanta GA

-- WELCOME --


Practice Engine – “State of the Nation” address

• 2013 has been another fantastic year !

• Three more US-top-100 firms order Practice Engine

• Several early adopters install TRCS (PE Tax/Workflow)

• US office opens in Atlanta and new staff are hired

• We take more market share from established vendors

• Version 9 takes shape, and delivers stunning performance


Our firm has very clear goals

• to give a great service to our clients

• to deliver the best technical solution available

• to lead the field in performance, scalability & reliability

• to build a strong community of PE clients

• to share with them a vision as to what is possible

• to steadily increase our market share in top-100 firms

• and make the PE applications affordable to all


We passed the target for a US service base

Practice Engine Systems Inc is our new service entity, based in Atlanta. We have hired experienced staff who will bring fresh ideas and great technical skills, to further improve our customer service.

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Is hyperbolic growth a cause for concern ?

We have to stay ahead of the curve to provide a high level of service to our clients…

…so we investigated the growth profile to ensure we will be properly staffed in 2015 and beyond

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“Uncontrolled growth would pose a great risk to our firm, as it would impact our ability to meet our service objectives”


The analytics show an interesting picture

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The growth IS exponential, but the main drivers are:• we win bigger clients each year• our existing clients are growing through mergers

and acquisitions

Practice Engine offers a great solution to grow your firm…

Year Clients Largest Latest Growth

2007 3 220 300 36%

2008 10 315 385 22%

2009 16 400 525 31%

2010 20 500 600 20%

2011 24 No change

2012 27 680 820 21%

2013 31 2,000


Practice Engine – growing quietly, strongly

46% growth YOY in 2012, 43% growth YOY in 2013

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Why are we gaining market share ?

• Our technology is modern (web/SQL not client-server)

• Our applications are easy to deploy and robust

• Our solution is totally scalable to many thousands of staff

• Our price point is affordable for every size of firm

• Our new V9 release will operate on any device*, anywhere

• Our customer service is very responsive/reactive

• Our community of users is proactive and supportive

• Our client referrals and references are beyond compare


Practice Engine – one solution for every size

Firms Offices Staff % Average# staff

4 53 3,945 51.6% 985 Large Firms (Top 50)

7 31 1,885 24.7% 270 Midsize Firms (Top 51-100)

18 41 1,815 23.7% 101 Smaller firms (many in top 200)


Practice Engine - Boomer Consulting sponsor


12 65 3,555 46.5% 296 BOOMER CIRCLE MEMBERS

Many of our new orders come from firm-to-firm referrals at the Boomer Circle summits and meetings

We have a sales force that is second to none… our clients


Practice Engine – US Top-100 firms


11 84 5,830 76.3% 530 US TOP-100 FIRMS

#100 Offices State TOP-100 CLIENTS7 25 KS CBIZ

27 11 AL Warren Averett 48 4 CO EKSH49 13 MS Horne52 2 GA Habif Arogeti & Wynne66 4 CT Blum Shapiro68 8 OH Clark Schaefer Hackett 69 3 GA Frazier & Deeter74 4 FL Berkowitz Pollack Brant79 6 CA Singer Lewak98 4 NJ Wiss


We have major plans for 2014

• V9 (HTML5 release) will be available to all firms• ..It is strategically important that you plan for this• TRCS (PE tax/workflow) will be available to all firms• ..It is strategically important that you plan for this• A new PE transaction-broker makes integration easier• .. This helps ensure data consistency and integrity • Our “Special Portfolios” will replace most reports• .. as this is an excellent Business Intelligence tool• Some “PE Document” features will be activated soon• ..This is an important indication of our future direction


Some Customer quotes on our technology :

• Practice Engine uses a web based client requiring no installation on the workstation

• “There is no client to install and support. It works from ANYWHERE”

• “It’s FAST... SQL, a web server and a web browser is all you need”

• “The open SQL database allows easy integration with other systems”

• “Because of the open architecture the integration with other products/services is much easier”

• “There is an incredible amount of data that is really just at your finger tips”


We are on target in all the key areas

Three quotes from last conference:

• “the next order will take us to our first goal of 5,000 licenses in the USA “

• “ the next goal is 10,000 by 2015)” • “most likely we will open a new location in 2013”

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Our five key goals for 2014 are to:• continue onward, and upward• extend and improve the PE applications• reorganize the group structure• work closely with our clients • increase our brand strength


Practice Engine - US Clients

Practice Engine – it just keeps getting better

© british telecommunications plc practice engine 2013 user conference – atlanta ga -- welcome --

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