build a virtual practice: integrating quickbooks desktop ... · agenda •right networks...
TRANSCRIPT
Build a Virtual Practice:Integrating QuickBooks Desktop and Office 365
Kevin RoosaDirector of SalesRight 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
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Steve Reynolds Senior Market Development ManagerMicrosoft US PHCS
• Supports Partners with Go-to-Market (GTM) resources, including:– Messaging and campaign development – Content creation – MDF – Customer experience
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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
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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
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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
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POLL: What Microsoft Office Plan do you use?
• Microsoft Office Home Edition
• Microsoft Office Standard
• Microsoft Office ProPlus
• Microsoft Office 365
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Cloud Industry Insights
#SNH16
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
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Market Trends
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Connected data
1985 1990 1995 2000 2005 2010 2015 2020
Connected
Digital
Analog
Datacenters (Cloud)
PC / Device
Digital Tape
DVD / Blu-Ray
CD
Cloud / IoT
PC / Mobile
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POLL: What is your biggest challenge?
• Pricing my services
• Collaborating with clients
• Keeping up with technology
• Finding new clients
• Expanding my offerings
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Challenges of today for financial professionals…driving new value and revenue
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Data at Scale
Yields Insights
Cloud Advisory Practice Cloud Partner (e.g. Right Networks) Platform
Secu
rity
&
Man
agem
ent
Hyb
ridO
peratio
ns
Your IoA Platform...Must Enable 3 Things: Secure, Scale, Drive Insights
Power of the Cloud | Platform+Services+Data+Insights
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Benefits of Hosting QuickBooks in the Cloud
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
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Why QuickBooks Hosting?
• Increase productivity
• Improve efficiency and focus
• Minimize risk & IT hassles
• Collaboration
• Focus on growing your business
• Addition of high-value services
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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
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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!
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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
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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
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Streamline Your Workflowswith Office 365
POLL
• What’s the primary way you collaborate with clients and colleagues?– Email files back and forth
– USBs
– LogMeIn/File Sharing
– On-Prem Server
– Face-to-Face Visit
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Office When and Where You Need It
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• Your Office – anywhere: Top-of-the-line 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
Business-
class email
Online
meetings
Online
document
storage & file
sharing
Financially-
backed SLA
Technical
support
Private social
network
Office
applications
Consistent Cross-Platform Experience
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Familiar, consistent experience across favorite devices makes on-the-go document creation, review and collaboration easy.
Best-In-Class-Productivity
Create and edit documents in real time with colleagues
Sync files across all your devices
Communicate with customers, collaborate with colleagues, gain access to data and storage
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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
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The Right Plan for Your Business
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Office 365 + 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
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