agna 2008/2009 it survey san diego, ca rick sovitzky [email protected] january 15 th, 2009

AGNA 2008/2009 IT Survey

San Diego, CA

Rick [email protected]

January 15th, 2009

mailto:[email protected]

www.c-gconsulting.com

Agenda

• Overview

• Recap of survey results

• Discussion items– Virtualization– OCR for tax return preparation– Web portals


Topics Omitted From This Recap

• Several questions from the survey are omitted from this recap in the interest of time– Server specifics– Internet / remote access– Printing

• Full results are available


Planned Projects - 2009

• Develop a client portal for upload/ download of client content, forms, and other data submission. Integration of a paperless workspace through the use of new DMS.

• Additional Server - possible virtualization server. Finish VoIP phone system install.

• We plan to switch to a Citrix environment either internally or through a hosting company.

• Exchange 2008, Office 2007, Server 2008 \ TS


Planned Projects - 2009

• Several:– Virtualize servers and/or workstations– web filtering– outsource email archiving– outsource email encryption– 3 monitors on desktops– replace BlackBerry server– conference room smart board– Office 2007– Adobe Acrobat 9


Server Technologies


PC Technology


PCs and Multiple Displays

0

20

40

60

80

100

120

140

160

180

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Total PCs

2 monitors

3 monitors


Software


Creative Solutions

Commercial Logic – Power PM


Sharepoint

Creative Solutions – built in

XCM

Auto-email reports


Paperless / Tax


Tax – Paper back-up

0%

10%

20%

30%

40%

50%

60%

70%

2004 2005 2006 2007 2008

Keep paper copy of tax return

Keep paper tax backup


100%: Sureprep


• FileShare

• ProSystem Portal

• Creative Solutions NetPortal

• ICFiles by Service2Client


Questions from the survey?


Possible short-term action items

• Disaster recovery – review, test

• Written technology plan


Discussion• Virtualization

– Randy Johnston wrote in his recent article, Why Virtualization?, “Reliability, greater speed, less expensive, business continuity, test environment, safer to update applications and more. What’s not to love about virtualization?”

– http://www.cpatechadvisor.com/go/2188

• OCR / Tax Prep• Portals

agna 2008/2009 it survey san diego, ca rick sovitzky [email protected] january 15 th, 2009

Documents

tax paper

paper tax backup506g

tax return preparationweb

email encryption3 monitors

xcm autoemail

client content

client portal

paperless workspace