7 Steps for Moving to the Cloud Without Creating a Tornado.

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7 Steps for Moving to the Cloud

Without Creating a Tornado.

Doug Sleeter, President

OpportunityKnocks Are you prepared to walk your clients through the move to the cloud when they ask for it?

85%

Of SMBS

want proactive, strategic  advice from their accountant  … but only 24% say they  receive it. Source:  What SMBs Want, March 2014 Research Report, The Sleeter Group, Inc. 

57%

Of SMBS

want business planning and  strategic advice in addition to  tax and accounting.  @dougsleeter

7 Steps to Moving to the Cloud 

without Creating a Tornado

1. Lead & 

Build a Team 2. _InventoryTake  3. Evaluate 4. Plan

Step Two:Take Inventory

Make a complete list of all your business processes.

1 2 3 4 5 6 Accounting Online Bill Payment Document Vault/Storage Ecommerce Payroll Tracking Customer Activity Pain Point Premise Cloud Be thorough. Nu. Process QuickBooks Bill.com SmartVault Bigcommerce ZenPayroll Zoho CRM Current Solution remote Secure Digital Downloads Integration & Analytics @dougsleeter HR  Solutions TAKE

INVENTORY

General Ledger Ecommerce Bill Pay Merchant   Account

List Interdependencies of each solution.  

Where could they break? CRM Online  Banking Marketing  Analytics

Payroll _CampaignsEmail 

Step Two:Take Inventory

Focus on the areas for improvement

Multi‐tenant Cloud  Based Apps VPN Access Remote Worker 

Access _TransmissionSecure Data 

Step Four:Plan Implementation Which Processes will Change? Which Data Sets will Change? What Order to Make Changes? Which Staff to Involve at Each Step? Timing for Each Conversion Testing  Staff Training @dougsleeter Step Four:Plan Implementation

Business 

Process 

Changes: 

Which, How, 

Who, When?

Which Businesses Processes — Who is Affected Process Old  Solution New  Solution New  Process Staff  Affected

Sage 50 Sage One Bank Feeds, New Reconcile Process, No  Classes Bookkeeper QuickBooks Pro Xero Bank Feeds, New Banking Process, No 

Job Costs, Limited Sales Tax Bookkeeper QuickBooks 

Enterprise QBO

Bank Feeds, New Banking Process, 

Limited Sales Tax Bookkeeper Desktop _DesktopHosted Log on to remote server, software _{remains the same} Bookkeeper None (or Excel) Wave Online software to track all transactions Bookkeeper AR QuickBooks  Desktop Bill.com Paperless, Electronic Invoicing,  Reminders, Payments, Sync with  Accounting Bookkeeper,  Approvers AP Sage 50 Bill.com Paperless, Approval Workflow, Sync _{with Accounting} Bookkeeper, _Approvers Payroll QuickBooks Basic _Payroll Zenpayroll

Paperless, Employee Portal, Direct  Deposit, New Workflows for liability  payments

Payroll Admin,  Employees Timesheets None (or Excel) T‐Sheets Web based time and attendance