remote controller - method
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Introduction to Method
The Remote Controller®
Meetup Group for QuickBooks® Consultants
WELCOME
Presented by Peter Audenas, President Remote Controller®
© 2010 Remote Controller. All rights reserved.
Our Mission To make all participants more successful Intuit®
Product Consultants and Solution Providers, to small- and medium-sized businesses
Overview of Today’s Topics• Introduction
• Presenter• Participant Profile• Group Meeting Protocol
• High Level Overview of Method• Method and Cloud Computing• Method Features and Functionality• Why Choose Method• Pricing Handout Summary• Software Demonstration• Conclusion
• Benefits to Meeting Participants• Remote Controller® Service Offerings• Contact Information
Presenter – Peter Audenas 30 Years Working with Small Closely Held Businesses:
9 Years - Public Accounting – small, medium and Big 6 9 Years - Corporate Accounting as Controller and CFO 12 Years - founder and owner of Remote Controller®
Areas of experience–
Business ManagementBusiness DevelopmentProject ManagementBack Office Systems Design and Reengineering
FinanceAccountingITSalesMarketingTaxes
Presenter – Peter Audenas 10+ years working with QuickBooks® Certified QuickBooks® ProAdvisor
Intuit® Solution Provider Certifications –
Enterprise Retail Solutions Field Service Management ES QuickBase
Participant Profile Intuit® Solution Providers (ISP) QuickBooks® ProAdvisors ISP and/or ProAdvisor “Wannabes” Invited Guests, Partners, Vendors Consultants that work with QuickBooks® and related
solutions Consultants looking for new solutions to offer their
clients and prospects CPA firms looking for new sources of revenue
Group Meeting Protocol Currently, group meetings are Free-of-Charge!
Meals are included at these meetings
We will begin meetings 10 minutes after the stated start time and end 10 minutes early to allow to ensure timeliness and encourage networking
Other networking within the group is done via LinkedIn
Every meeting will have a specific agenda and course outline
Today’s Topic: What is Method? A QuickBooks®-integrated, web-based platform with
industry-specific apps
Start with a web-based version of your QB data, complete with a Customer Center, Vendor Center and Employee Center
Changes made in either QuickBooks® or Method are synchronized in real time
Fully Customizable – create your own screens, tables, fields, actions and customer portals, using a simple drag-and-drop interface – No coding needed!
Method – Cloud Computing
Method Graphical User Interface (GUI)
SQL Enterprise Database
Starter CRM XORA QXpress Online
Method Field Svcs
Method Ware-house
Pendulum
Base Method Apps Method Apps
Full Blown
Developer Apps
Method – Cloud Computing Expanded
Office A Office B Office C
QB Application
Method Integration Engine
User 1 User 2 User 3 User 4 User 5 User 6
QB Application QB Application
User 7 User 8 User 9
Method Integration Engine
Method Integration Engine
QB Data File
Method – Features and Functionality
Industry Specific
Customizable
Accounting Integration
Web-based
Method Feature: Industry-Specific Method provides an Application Library containing
industry-specific apps to use as your starting point
Each application is just as powerful as your off-the-shelf “boxed” solution
What makes Method unique is its ability to be customized
Method Feature: Customizable
Each industry-specific Method app is built by Method Consultants using the same customization tools available to you
Don’t like a feature? Change it
Don’t need a feature? Remove it
Need a new feature? Build it
Method Feature: Accounting Integration Method seamlessly integrates with your entire
QuickBooks® database
Changes made in QuickBooks® are updated in real-time to Method
Changes made in Method are updated in real-time to QuickBooks®
Method Feature: Web-Based There’s no denying it: the world is changing and so is
the way we do business
Customers and vendors interact by email and through each others’ websites
Employees work remotely outside the office
Business decision makers want real-time access to data anytime, anywhere
Method, being web-based, gives you all these capabilities and more
Why Method is Superior to Custom Development
Hiring a programmer to build a custom program can eventually solve 100% of your needs, but be prepared for a long, expensive, bumpy ride
With Method, your project time and cost is a fraction of that with a custom developer, yet you end up with a better net result
Why Method is Superior to Its Competitors Web-based, do-it-yourself and CRM apps are popular:
they allow customization but not QuickBooks® integration
Method built in QuickBooks® integration from the ground floor, enabling you to build business apps that just aren’t possible on the other platforms
Traditional industry-specific solutions are structured for your industry as a whole, but do not embrace the points of difference that make your company unique
With Method, you can run your own system your way!
Editions & Apps The challenges you face are different from someone else's, so we created three base editions: Method Starter Edition, Method CRM Edition and Method Full Blown Edition.
Specialized, industry-specific, apps will continue to be added by our team and by 3rd Party Developers until there is an app that meets the fundamental needs of nearly every major market segment. Scheduled for release in 2009 are: Method Agriculture, Method Automotive, Method Construction, Method Education, Method Healthcare, Method Non-Profit, Method Professional Services, Method Property Management, Method Real Estate, Method Retail, Method Software Business and Method Studios.
Method Starter Edition
Sep-04-2008 by Method IntegrationType: Remote Access
Method Starter Edition gives you remote access to your desktop QuickBooks data, with customizable QuickBooks-style screens for viewing, adding and editing lists and transactions.Monthly subscription: $25 first user, $15 per additional user
Method CRM Edition
Sep-02-2008 by Method IntegrationType: CRM
Method CRM Edition for QuickBooks contains all the features of Method Starter Edition, plus Customer Relationship Management (CRM) capabilities for tracking marketing campaigns, sales opportunities and customer service cases.Monthly subscription: $45 first user, $20 per additional user
Method Full Blown Edition
Sep-03-2008 by Method IntegrationType: CRM
Method Full Blown Edition for QuickBooks contains all the features of Method CRM Edition, plus industry-specific capabilities. Download screens and apps from the Method Application Library, design and share screens with other users, and create your own database tables.Monthly subscription: $65 first user, $30 per additional user
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Xora ConnectorNov-22-2008 by Method IntegrationType: Field Services
The Xora Connector is a bridge that connects QuickBooks with Xora - an application that allows field service staff to collect start and stop times, as well as GPS locations, on a mobile phone. With this Xora Connector bridge, job times entered into Xora are posted to QuickBooks for payroll and/or billable time.Monthly subscription: $20 first user, $3 per additional user**NOTE: Pricing is per Method user, not per Xora user. One Method user can download from unlimited Xora user accounts
QXpress OnlineJan-05-2009 by Alocet IncorporatedType: Field Services
QXpress Online is a web based version of the field-service industry leading desktop product QXpress Scheduling Software. It gives users of QuickBooks the ability to schedule one time or recurring services, print work orders and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices.Monthly subscription: $68 first user, $33 per additional user
Method Field ServicesMar-02-2009 by Method IntegrationType: Field Services
Method Field Services gives QuickBooks users in the Field Services Industry the ability to schedule one time or recurring services, print work orders and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices.Monthly subscription: $65 first user, $30 per additional user
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Method WarehouseMay-14-2009 by Method IntegrationType: Manufacturing & Wholesale
Method Warehouse provides QuickBooks users with advanced, yet simple inventory control, perfect for manufacturers, wholesalers, or anyone who manages multiple inventory locations or requires bin tracking. Even a Method MRP Calculator is included for companies that manufacture goods.Monthly subscription: $65 first user, $30 per additional user
PendulumJun-28-2009 by Creative Financial SoftwareType: Professional Services
With Pendulum Time Tracker, the time tracking software by Creative Financial Software, data needs to be entered just once by your employees. There is no need to retype it into QuickBooks. Easily and accurately track time for invoicing, payroll processing and reporting.Monthly subscription: $15 first user, $10 per additional user*
*NOTE: special pricing applies:1 user $15.00; 2-5 users $25; 6-10 users $50; 11-20 users $75; 21-50 users $100; 51-100 users $150; 101-200 users $200; 200+ users $1.00 per user
Have an idea for an app that you don't see listed? Want to improve an existing Method App to be more specific to an industry segment? You don't have to be a programmer - you can drag and drop your way to creating and selling your own Method app.
Handouts Pricing SummaryBase Method versions
Starter - $25 first /$15 add’l per month CRM - $45/$20 Full Blown - $65/$30
Method Apps Field Services - $65/$30 Warehouse - $65/$30
Developer Apps Xora Connector - $20/$3 Qxpress Online - $68/$33 Pendulum - $15/10
Benefits to Meeting Participants Opportunities: to increase revenue by working with larger,
more complex client engagements; not limited solely to Intuit® products
Education: providing awareness of solutions currently available to small- and medium-sized businesses
Training: provide basic and intermediate training on Intuit® and related products
Pre-Sales Support: let us help you identify the opportunity Ongoing Support: let us help you identify ongoing
opportunities to provide continued value to your clients
Remote Controller® Service Offerings Marketing: plan to create meeting groups throughout the country and a
national network of experts through social networking, such as LinkedIn, Facebook and Twitter
Sales: provide direct on-site or over-the-phone sales support; let us help you expand on the solutions you offer to your clients
Business Development: research new technologies, trends, and software and develop methods to create sales based on these
Project Management: create a work plan and stick to it to ensure “customer delight”
Account Management: receive discounts for placing your orders through us
Remote Controller® Service Offerings (cont’d) Recruitment- looking for the “best of the best” in:
Specific Products Specific Industries Technology Back Office Systems Accounting Bookkeeping Tax
FinanceAdministrationMarketingSalesBusiness Development Project ManagementBusiness Management Recruiting
Partnering with Remote Controller®
Please contact me, Peter Audenas [email protected] or 630-631-6153 To discuss opportunities or spread the word to others
that may be interested in attending our meetings
The Remote Controller®
Meetup Group for QuickBooks® Consultants
THANK YOU FOR ATTENDING!!!
SEE YOU NEXT MONTH at
Presented by Peter Audenas, President Remote Controller®