Now you’re online, what’s next? - Sage at Accountex 2014

Editor's Notes

• #2: *GT
• #3: *GTIntro:What questions are we going to answer in the session?Teaser: sneak preview into what Sage have in prototype / are actively developing
• #4: *GTIn this session I am going to assume that you, in practice, are doing one or more of the following:Online Practice Solutions (i.e. Bookkeeping, Payroll, Document Management…)EmailPractice websiteUse mobile apps to aid in your work: i.e. online calendar linked to your mobileSocial MediaOnline bankingOnline submissions
• #5: *GTQuick mention on wearable technology trend: B2C, for specific purposes, not yet data presentation friendly – not for practice… yet!! Even suggestion that charges should be leverage against the size of screen for video streaming – the smaller the cheaper!Dreamworks CEO Wants To Charge By Screen SizeJeffrey Katzenberg, the head of Dreamworks Animation, says within ten years the industry will be charging by screen size. "I think the model will change and you won’t pay for the window of availability. A movie will come out and you will have 17 days, that’s exactly three weekends, which is 95% of the revenue for 98% of movies. On the 18th day, these movies will be available everywhere ubiquitously and you will pay for the size. A movie screen will be $15. A 75" TV will be $4.00. A smartphone will be $1.99. That enterprise that will exist throughout the world, when that happens, and it will happen, it will reinvent the enterprise of movies," he told the crowd.
• #6: *GTDiscuss that, as consumers, tablets and smartphone sales are in growth, whereas desktop and laptop PC’s are in gentle decline.
• #7: *GTHowever, in business use, hardware in general is in growth, and tablets are growing faster to be used in conjunction with desktop / laptops for business mobility.
• #8: *GTBreak it down into categories that are more relevant to practice…
• #9: *SVSoftware developers are turning more and more resource to developing online and mobile technologies.Mainstream are now Payroll, Bookkeeping and some administrative toolsDocument management – majority of accountants have adopted through direct agreements with document management specialists or through third party agreements via a software vendor.Next comes the era of practice solutions….(**Lead into AP Online sneak preview**)
• #10: *SVClient Summary screen in Sage One Accountants EditionShows:Final Accounts ‘pod’Work in progress set of accountsPrevious finalised sets of accounts (periods)
• #11: *SVTrial Balance: Highlight the profit for the period
• #12: *SVPreview: Showing drill-down into the numbers (This is cool)
• #13: *SVAccountant’s Report
• #14: *SVPDF output
• #15: *SVRun through how technology can enhance your communication with clients, by providing efficiencies and low cost alternatives to traditional methods.This is not to say telephone calls and on-site visits are a thing of the past, however client expectations are changing and technology can enhance the experience your clients receive. **Lead into preview of Client Management prototype**
• #16: *SVLanding screen for app navigation
• #17: *SVFrom client list, this is the client screen with contact details, navigation onto further functionality
• #18: *SVDirections to client’s premises
• #19: *SVDashboard view of financial data, drawn from Sage One / other bookkeeping data
• #20: *SVPlanning functionality for accountants: List of events, calendar and interactive task list
• #21: *SVWe talk about data… but it’s only as useful as it’s relevance and the format it’s presented in!Information should inform!!! MI / BI / Dashboards / KPI’s / Benchmarking are all terms used – but what makes them so valuable?RelevanceQuick accessAutomationComparisonAid in decision making**Lead onto Business Monitoring**
• #22: *SVSage One Accountants Edition – we are in the early stages of re-vamping thisSee here: concept for a new user-specific client list
• #23: *SVClick on a client in the client list and here you enter a client screen Details / subscriptions / summary data / quick links / notes
• #24: *SVBusiness Monitoring – client grid All Business Monitoring clients and quick reference KPI’s, alerts, data
• #25: *SVDrill down to a more in-depth view of the client, incorporating more graphical based data
• #26: *SVLeads through, in future, into a comprehensive data suite where you have a rich set of valuable data about that specific client
• #27: *SV
• #28: *SV
• #29: *SVContact list synchronised with the base Sage One application Tap on a contact and this opens their contact details
• #30: *SVAdd expenses to synchronise back to Sage One Add new and manage existing invoicesDrill down into Unpaid or Overdue invoices to aid your clients in managing theircashflow
• #31: *SVWebsitesDiscoverabilityEase of social media and tools Online forums to communicate with very targeted audiencesLow cost options One to many events – from the comfort of your own chair! Print is on the decline – digital has lower overheadsShare your practice performance data Less formality in certain channels
• #32: *SVSage Accountants Business Cloud (ABC) is an online marketing suite that practices can use to send (and measure) branded email campaigns to clients and prospectsWill be able to sign up from our Sage Exchange website for Accountants Business Cloud
• #33: *SVIn ABC you will be able to create marketing campaigns to specific groups of clients / contacts and also be able to track the results of your campaigns. Once inside Sage ABC, accountants will find a library of pre-loaded email marketing campaigns that they can send to any audience they like, with a few clicks of a mouseThey can also create their own bespoke email campaigns as they see fit
• #34: *SVYou will be able to choose from templates, create your own templates and upload templates to ensure your marketing meetings your requirements and fits with your practice strategy.
• #35: *SVConnectivity and data integration will continue to grow:EmailCalendarsContactsTask listsOnline servicesInformation and reporting‘Documents’ and content Time recordingInvoicingPaymentsFinances and money transferCustomer ServicesMarketingComplianceNewsNetworking / Peers / Communities / ForumsTravelBookings