Build a Virtual Practice: Integrating QuickBooks Desktop ... · Agenda •Right Networks At-A-Glance •What’s happening in the cloud •The evolution of cloud-based tools and services

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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Thank you for attending!

Kevin [email protected]

Steve [email protected]

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