teamtag.net
Jul 02, 2015
teamtag.net
teamtag.net
• About TAG
• Older ERP Technology and the Traditional CPA |
Client Relationship
• Newer ERP Technology
• How a CPA can improve relationships with Clients
• ERP Software Demo
• Question & Answer
Since 1995, TAG has helped companies select,
implement and customize business applications like
ERP, CRM, WMS and HRIS.
NetSuite ERP, CRM, HRIS, WMS
Sage ERP for Construction Companies
Sage ERP for Specialty Manufacturers
Sage ERP….for everything but construction
teamtag.net
Dan McGuckin has over 20 years of extensive
experience in the design, enhancement and
launch of enterprise application initiatives,
including enterprise resource planning (ERP),
customer relationship management (CRM),
warehouse management systems (WMS) and
human resource information software (HRIS).
As a software consultant, he has helped over
300 companies, across many industries;
improve their operational efficiency by
implementing improved processes and
enterprise applications. For a portion of his
career, he worked as an Information Systems
(I.S.) Director for small-to-medium-sized
companies in Southern California.
teamtag.net
• Backward-looking
teamtag.net
• Backward-looking
• Islands of data across function-specific
applications.
― No broad range of functionality
―No integration capability
teamtag.net
teamtag.net
• Backward-looking
• Islands of data across function-specific
applications.
― No broad range of functionality
―No integration capability
• Version-lock due to customizations
teamtag.net
• Backward-looking
• Islands of data across function-specific
applications.
― No broad range of functionality
―No integration capability
• Version-lock due to customizations
• Lack of Accessibility
• Backward-looking
• Islands of data across function-specific
applications.
― No broad range of functionality
―No integration capability
• Version-lock due to customizations
• Lack of Accessibility
• Expensive
teamtag.net
• Cloud-based
―Using a browser, any device, anytime,
anywhere
• Broad functionality
• Integrate-ability (APIs)
• Customize-ability (no version-lock)
• Subscription-based
teamtag.net
• Cloud-based
―Using a browser, any device, anytime,
anywhere
• Broad functionality
• Integrate-ability (APIs)
• Customize-ability (no version-lock)
• Subscription-based
• FORWARD-LOOKING
• FORWARD-LOOKING
―Dashboards that provide actionable info
―Real time data
―Alerts & Workflow
Customers
• As your clients get real-time and actionable data, a
trusted advisor in the same “time zone” will stay relevant
to that client.
• Just like your client’s managers, you (the CPA) can also
get real time data:
– Alerts when a ratio threshold is hit.
– Reports automatically emailed to you.
• This will result in increased client meetings & billings
• Increased client retention
• This is a differentiator now. It will not be so in 10 years.
1. Real-time Guidance
Access to their data anytime
KPIs- Key performance indicators
Forward looking metrics/roles
2. Strategic Planning Processes
Audit with ease
Forecast and budget with real time data
Data to help them strategize
Resolve discrepancies quicker
Accelerated month/year end processes
teamtag.net
• Demo of Dashboards
• Demo of Automated Reports
• Demo of Audit Trail
• Demo of GL Impact
• Demo of Month-End Tool
teamtag.net
TAG’s team of NetSuite experts have experience in NetSuite implementation,
training, development and NetSuite enhancements. TAG will be your NetSuite
partner from initial project planning through go-live and beyond.