Post on 15-Apr-2017
@dougsleeter
It’s Time to Prevail over Paper
and Manual Workflows
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Doug Sleeter
800 Member Accounting Consulting GroupAuthor — Textbooks and Reference Guides Consultant to Software Developers
www.sleeter.comCPA Practice AdvisorColumnist, Top 25 Thought Leader
Accounting TodayTop 100 Most Influential People
Small Business InfluencerChampion
The Sleeter Group
@dougsleeter
Agenda
• Research says…• What is YOUR Goal?• The Five Trends Driving New World Solutions• Only the Paranoid Survive• Getting over the hump – redesigning your business
@dougsleeter
Research Says….
Debt reduction / elimination
Secure additional financing
Reduce expenses
Implement new technology solutions
Improve customer satisfaction
Add / retain talented employees
Improve profitability
Improve efficiency / productivity
Increase revenue
Add new customers
Top Business Priorities - NExt 3 Yrs
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Technology Awareness/Usage
Virtual server hosting service
Expense tracking software
Remote meeting service
Voice over IP (VoIP) service
Mobile payment solution
Cloud-based document management
Email marketing solution
Website design software
20.7%
20.7%
21.4%
22.9%
22.9%
24.3%
30.7%
39.3%
Solution Usage in SMBs
Inventory management software
Cloud-based invoicing / bill paying
Customer Relationship Management (CRM)
Point of Sale (POS) solution
E-commerce software
Cloud-based accounting
Cloud-based document management
Mobile payment solution
Email marketing solution
Website design software
56.6%
56.6%
57.9%
58.6%
58.6%
60.0%
61.4%
62.8%
68.3%
69.7%
Solution Awareness in SMBs
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Innovators2.5%
Early Adopters13.5%
Early Majority34%
Late Majority34%
Laggards16%
We’re Stuck
in The Chasm
Technology Adoption CurveCrossing the Chasm of Adoption
Adoption Comes Slowly
Based on Geoffrey Moore – Crossing the Chasm
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@ SmartVault
Eric Pulaski,CEO & Founder
Eric Pulaski, CEO & Founder of SmartVault● Founded SmartVault in 2007● Currently serving as CEO● Drives product vision and strategy
Prior to SmartVault...● Eric was founder and Chairman of BindView, a leader in internet
security management● Eric led BindView through successful IPO and ultimately sold to
Symantec in 2006
www.smartvault.com
SmartVault
@dougsleeter
The Five Trends
• Cloud and Mobile• “Chunkification” of Business Process• Integration of Point Solutions• Zero Data Entry• Collaborative Accounting
Driving New World Solutions
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Only the Paranoid Survive
“Only the Paranoid Survive”
Strategic Inflection Points10x Changes
Disrupt Yourself – Lest Ye Be Disrupted9
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Eric and Doug on Disruption
How the world’s largest:• Taxi company owns NO taxis (Uber)• Media company creates no content (Facebook)• Retailer has no inventory (Alibaba)• Accommodation provider owns no real estate
(AirBnB)What will the world’s largest accounting firms do to thrive?
REIMAGINED BUSINESS MODELS
Change Leadership
01020304
01 0203
0405
Automate Processes
Specialize
Embrace Technology
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EMBRACING TECHNOLOGY
• Less Paper• Documents in the Cloud• Client Portals• Web accessible Client-facing
Services
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What About Security – Cloud Documents
1. Paper = Fraud Risk2. Manual routing of paper - no
Control/Security3. Manual data entry – Errors and
Password sharing
1. Instantly grant or deny access2. Role based security3. Document attachments - Instant access4. Anytime/Anywhere access5. Bank-level security for access
Old World Risks New World Benefits
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Disruption and Agility
If you Don’t Disrupt Yourself
Agility Trumps AbilitySomeone Else Will
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Eliminating Paper – The How
Demonstrate how SmartVault can:• Help you digitize, store, and attach all your
documents to your critical business applications.• Embed workflow inside of your document storage
vault• Enhance security for you and your clients• Automate your processes from initial capture
throughout the entire business cycle.
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Client PortalSecurely share files
Embedded WorkflowRight from your apps
SmartVault is a cloud service that provides…
Document ManagementStore documents online
… built for accounting professionals
Growing Ecosystem of Integrated Apps…
where documents can be stored centrally & accessed from a variety of productivity applications & devices used by accountants & their clients
SmartVault “Inside”
Next up: Integration with
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What’s Next?
1. Start your free trial at:
2. Access free training resources at:
3. If you have any other questions, we’re here to help!
www.smartvault.com/accountants
www.smartvault.com/smartvault-university
Toll-Free 866.674.6785
Email sales@smartvault.com
Tweet @SmartVault