Reckon Conf2015 (NZ) Easy administration in the cloud

Click here to load reader

Embed Size (px)

Transcript of Reckon Conf2015 (NZ) Easy administration in the cloud

PowerPoint Presentation

EASY ADMINISTRATION IN THE CLOUDCatie Cotcher and Alex Wild

Provisioning

Definition - To provide, supply, make something available

Purpose of slide is to explain provisioning in the current Reckon world and how this means you can collaborate with you clients

2

Current Provisioning Tools Current Provisioning Tools Reckon Accounts Hosted Reckon One Reckon BankData

Products available3

Lets Take a Look

Demo sign up to Reckon Accounts Hosted, Current Reckon One BankData will be going over in depth in that session4

Times and conditions change so rapidly that we must keep our aim constantly focused on the futureWalt Disney

We are constantly looking at ways to improve our clients and partners efficiency, allowing better, smarter and faster collaboration between partners. Provisioning / portal is a massive part of this connection and on that note I would like to introduce Alex Wild who is going to talk the future of provisioning.

5

The Big Picture One login to access all Reckon Products One platform for partners and customers Real time collaboration Product based releases

One login to get access to all Reckon Products and ServicesOne platform to allow customers and partners to collaborate in real time. Releases will be done based on products. 6

The Reckon Portal

7

The Big Picture One login to access all Reckon Products One platform for partners and customers Real time collaboration Product based releases

One login to get access to all Reckon Products and ServicesOne platform to allow customers and partners to collaborate in real time. Releases will be done based on products. 8

Release 1 Reckon One Focus New Provisioning Experience Look and feel consistent with Reckon One Customer Portal Partner Portal

Release one will see us introduce a new streamlined, fresh and clean provisioning experience for Reckon One.With a look and feel to match the newly released Reckon One. Moving from the Portal to Reckon One will be a seamless experience.Your clients will have their own management centre allowing them to view their books and modules. You as partners will have a tailored Reckon One provisioning experience. 9

Customer Portal One book, no delay! Give users access to books Try and buy books Manage modules

Example of the Manage modules screen, as you can see, we are using the familiar module colours. Interactive screens allowing for a refreshing user experience. Quick Select options to speed up the selection process. 11

Example of the book configuration screen. Ability to set your most vital business information in three easy steps. Once complete, you can get started with the Reckon One Book. 12

Partner Portal Partner Dashboard with widgets Client management area Renew on behalf of your clients View Reckon One Commissions

Dashboard specifically for Partners. Quick access to the books you have access to, showing the most used Reckon One Books. List of clients you are linked to with easy access to manage their information, including Books, users and billing details. New renewal options will see you being able to renew the books on behalf of your clients allowing you to offer Reckon One as part of your fixed billing solutions. View your commissions received for Reckon One. Keep an eye and track how much commission you are earning on renewals!

13

Example of the clients list on the dashboard. View important information on the client. Important notifications and statuss of the client books. Launch books from this list.

14

Example of the detail screen that shows you the information about your client.View the Reckon One Books they own, manage their users and access to books. View their billing information and choose to manage the billing on behalf of your client. View and download the invoices that have been sent to your client. 15

View important book information, such as books name, when its due to be renewed. Additionally you can see their modules, users and roles with access to this book and an all important audit trail to keep track on changes that are being made to the books. 16

So when do you get this? Release One a new Reckon One Provisioning experience End of Q4 2015 Beginning Q1 2016

Dashboard specifically for Partners. Quick access to the books you have access to, showing the most used Reckon One Books. List of clients you are linked to with easy access to manage their information, including Books, users and billing details. New renewal options will see you being able to renew the books on behalf of your clients allowing you to offer Reckon One as part of your fixed billing solutions. View your commissions received for Reckon One. Keep an eye and track how much commission you are earning on renewals!

17

reckon.com