moving clients to cloud with reckon

MOVING YOUR CLIENTS

TO THE CLOUD WITH RECKON

Partner Development Team

WA VIC/SA/TAS NSW NSW QLD/NT

Partner Relationship Managers

NSW/QLD/NTWA/VIC/SA/TAS

National Technical Consultants

Where ……& Where Not?

Reckon Cloud Solutions

Reckon Accounts Hosted VS

Reckon One

Reckon Accounts Hosted V’s

Reckon One (SaaS)

Finding the Right Clients

One size does not fit all

Business Requirements

Industry

Size and age of workforce

Cost

Type of engagement

Geographic considerations – Mobility?

Change Management

Wikipedia defines Change management as

“The approach to transitioning individuals, teams, and organisations to a desired future state.”

Partner with Industry experts

Truly understand your clients business requirements Business Strategy aligned with IT

Roadmap Current & Future

Personnel – Capability & availability

Level of IT Investment

Affect on integrated services

Different Relationship with Trusted Partner? Compliance + Advisory

Training

Cloud leader with influence

Identify Cloud Champion

Up skill the team

Education on Collaboration

Accredited Partners

Harness the greater community

Reckon Migration

Reckon Accounts to Reckon Accounts Hosted

Reckon Accounts to Reckon One

Other Poducts to Reckon Solutions

Lists, COA, Products & Services, Open Invoices, 2 year Balances as Standard

Common Questions….

Where is the data stored?

How secure is the cloud?

How do I backup my data?

How long can we obtain access to the data if we leave the service?

Can we still access our data if we lose connectivity?

Can we trial Reckon Accounts Hosted with and existing Reckon accounts desktop file?

Do we receive commissions with the introduction of Reckon software?

What are the licensing considerations for Reckon Accounts Hosted & Reckon One?

What is the cost for my advisor to access my file?

When is a good time to migrate clients?

Speed DatingPartner Development

Team Table

Complimentary Client Analysis & Partner Training