Moving clients to cloud with Reckon
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The document discusses strategies for transitioning clients to cloud solutions using Reckon, emphasizing that client needs vary based on business requirements and other factors. It outlines the importance of understanding client strategies, change management, and the training of teams for effective migration. Key considerations include data security, backup protocols, and licensing costs associated with Reckon services.
Moving clients to cloud with Reckon
- 1. MOVING YOUR CLIENTS TO THE CLOUD WITH RECKON
- 2. Partner Development Team WA VIC/SA/TAS NSW NSW QLD/NT
- 7. Where …… & Where Not?
- 15. Reckon Accounts Hosted VS Reckon One
- 16. Reckon Accounts Hosted V’s Reckon One (SaaS)
- 20. One size does not fit all Business Requirements Industry Size and age of workforce Cost Type of engagement Geographic considerations – Mobility?
- 22. Wikipedia defines Change management as “The approach to transitioning individuals, teams, and organisations to a desired future state.”
- 23. 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
- 24. Training
- 25. Cloud leader with influence Identify Cloud Champion Up skill the team Education on Collaboration Accredited Partners Harness the greater community
- 26. Reckon Migration
- 27. 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
- 29. 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?
- 30. 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?
- 31. When is a good time to migrate clients?
- 32. Speed Dating Partner Development Team Table
- 33. Complimentary Client Analysis & Partner Training