7 Steps to Moving to the Cloud - BQE Software · 2017. 10. 28. · QuickBooks Enterprise QBO Bank...
Transcript of 7 Steps to Moving to the Cloud - BQE Software · 2017. 10. 28. · QuickBooks Enterprise QBO Bank...
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7 Steps to Moving to the Cloud Without Creating a Tornado
Doug Sleeter Founder The Sleeter Group, Inc.
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FollowonTwi)er
@dougsleeter
DougSleeter
TheSleeterGroup800MemberAccoun9ngConsul9ngGroup
Author—TextbooksandReferenceGuides
ConsultanttoSoFwareDevelopers
www.sleeter.com
CPAPrac9ceAdvisorColumnistTop25ThoughtLeader
Accoun9ngTodayTop100MostInfluen9alPeople
SmallBusinessInfluencerChampion
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want
85%of
24%saytheyreceiveit
fromtheiraccountant
proac9ve,strategicadvice
Source:WhatSMBsWant,March2014ResearchReport,TheSleeterGroup,Inc.
OpportunityKnocks
SMBs
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1.LEADBuildaTeam
2.TakeInventory
3.Evaluate 4.Plan
5.Deploy 6.Measure 7.Decommission,Document&
Archive
7 Steps
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1. Lead – Build a Team
• GetBuy-In• FindStrongLeaders• InvolveFront-LineEmployees
FORMACHANGETEAM
Ifyouskipthisstep,youmayfindyourselfalonecrusaderin
yourfirm
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Makesurethewholeteam
embracesthevision
1. Lead – Build a Team
• Besuccinct• WhyChangeisNecessary• WhatPainYou’reSolving• EnvisionSuccess
CREATEACLEARVISION
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1.LEADBuildaTeam
2.TakeInventory
3.Evaluate 4.Plan
5.Deploy 6.Measure 7.Decommission,Document&
Archive
√7 Steps
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Accoun9ngOnlineBillPaymentDocumentStoragePayroll
PainPointPremise CloudProcess
DesktopAppBill.comSmartVaultPaychex
Current
RemoteAccess
FraudRisk,Paper
SecureStorage
Cost
√√
√
√
2. Take Inventory MAKEACOMPLETELISTOFALLBUSINESSPROCESSES
BeThorough
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2. Take Inventory
• $andPeopleCosts• FocusonTotalCostofOwnership
MEASURECOSTS(PAIN)
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2. Take Inventory
• SoFware• Infrastructure• People• Support
TOTALCOSTOFOWNERSHIP
vs
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• Mul>-Loca>on? • Remote Workers? • Mobile Access?
• Scalability? • Are You Mired in Manual
Processes?
2. Take Inventory
IsS9ckingwithDesktopWorkingforyou?
RE-CHECKALLOFYOURASSUMPTIONS
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1.Lead&BuildaTeam
2.TakeInventory
3.Evaluate 4.Plan
5.Deploy 6.Measure 7.Decommission,Document&
Archive
√ √7 Steps
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Payments
DigitalInvoices,Emailapprovals,
Schedulingpaymentsviawebportal
EnterBill,PayBill,
PrintCheck
DesktopContact
Management
CRM
FullyIntegratedCRM,Socialand
Payroll
OnlinePayrollSolu9on
DesktopPayrollSoFwareorServicew/PaperChecks
GeneralLedgerAccounLng
HostedDesktoporSaaS
Accoun9ng
DesktopAccoun9ng
System
3. Evaluate Solu>ons Focusontheareasforimprovement
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OnlineSales
EcommerceShoppingCarts
BrickandMortarStorefronts
Onlinee-travelandExpenseManagement
ExpenseReportsonPaperandExcel
ExpenseReporLng
FileSharingPCtoPC(emailorLAN)
CollaboraLveDocuments
CloudDocumentSharing
ManualDataEntry
ManagingAutomatedWeb-basedDataFlows
SoFwareTricksinDesktopApps
Focusontheareasforimprovement3. Evaluate Solu>ons
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Marke9ngDepartments
saywhatproductsdo…
3. Evaluate Solu>ons
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ButquiteoFenproductsdon’tdowhattheysay.
3. Evaluate Solu>ons
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TheBuckStops
withYou.
3. Evaluate Solu>ons
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• Workthroughyourusecases• Considerdigitalplumbing• Scru9nizeusability
TestwithRealis9cData
3. Evaluate Solu>ons RESISTINTOXICATIONOFGREATDEMOS
Evaluate|Resist|StressTest
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1.Lead&BuildaTeam
2.TakeInventory
3.Evaluate 4.Plan
5.Deploy 6.Measure 7.Decommission,Document&
Archive
√ √ √7 Steps
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BusinessProcessChanges:
WhichBusinessesProcesses—WhoisAffected
Process OldSoluLon
NewSoluLon
NewProcess
StaffAffected
QuickBooksEnterprise QBO BankFeeds,NewBankingProcess,
LimitedSalesTax Bookkeeper
Desktop HostedDesktop
Logontoremoteserver,soFwareremainsthesame Bookkeeper
AR QuickBooksDesktop Bill.com
Paperless,ElectronicInvoicing,Reminders,Payments,SyncwithAccoun9ng
Bookkeeper,Approvers
Payroll QuickBooksBasicPayroll
IntuitOnlinePayroll
Paperless,DirectDeposit,NewWorkflowsforliabilitypayments
PayrollAdmin,Employees
Timesheets None(orExcel) T-Sheets Webbased9meanda)endanceEmployees,Approvers,Bookkeeper
JobCos9ng QuickBooksDesktop QBO Similarfunc9ons,DifferentReports,
TricksforEs9mates Bookkeeper
4. Plan
Which,How,Who,When?
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4. Plan
• Iden9fyChicken-EggScenarios
• ProoftheOrderofConversion
CREATEACONVERSIONDEPENDENCYLIST
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4. Plan
• CleanupCustomers,Vendors,Etc.• CleanUpFinancialData• DecideWhatOldDatatoConvert• ArchiveDatainOldFormat• ExportAllDatatoNewFormat
PREPARETHEDATAFORTRANSITION
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1.Lead&BuildaTeam
2.TakeInventory
3.Evaluate 4.Plan
5.Deploy 6.Measure 7.Decommission,Document&
Archive
√ √√√7 Steps
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5. Deploy
• ScheduleGo-Live(SlowestBusinessTime)
• EnsureStaffAvailability(over8memayberequired)
• HaveaFall-BackPlan(ifMurphy’sLawapplies)
DEPLOYNEWSYSTEMSANDVERIFY
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5. Deploy
• Transac9ons• DigitalPlumbing• MerchantAccounts• BankFeeds• Financial&MgmtReports
VERIFYALLCOREBUSINESSPROCESSESASAP
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1.Lead&BuildaTeam
2.TakeInventory
3.Evaluate 4.Plan
5.Deploy 6.Measure 7.Decommission,Document&
Archive
√ √√√
√
7 Steps
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6. Measure
• IsStaffMoreEfficient?• AreDataMoreReliable?• AreManualProcessReduced/Eliminated?
• StayAgile,butbePa9ent
MEASURECHANGESANDEVALUATE
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1.Lead&BuildaTeam
2.TakeInventory
3.Evaluate 4.Plan
5.Deploy 6.Measure 7.Decommission,Document&
Archive
√ √√√
√ √
7 Steps
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7. Decommission
• Atleastonecalendarquarter
• AFerallReconcilia9ons,TaxReports,Etc.
WAITAFULLBUSINESSCYCLETOCOMPLETE
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Q A&
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