Cloud Secrets Used By Thriving CPAs
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Transcript of Cloud Secrets Used By Thriving CPAs
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I.T. InsightsExecutive Briefing brought to you by:
What’s “Cloud” to a CPA?
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The Cloud in Three Parts
• Vocabulary
• Global Trends
• Thriving CPAs
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CLOUD VOCABULARY
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Internet was made for War, with no single line from one point to another
The Internet is drawn as a cloud
The Cloud is many lines with no lines
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The Cloud is buildings
The Cloud is walls without windows
The Internet is Data Centers - designed securely for servers and data, not people
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“Cloudness”
• Self Provisioned (Click and Use)
• Standardized• Locked Down (less
customizeable)• Modular
–Scalable (marginal cheapness)–Elastic (bi-directional
cheapness)
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Public Clouds
Just click and sign up• Publishers
– NYTimes, Blogs, YouTube
• Portals (collections of features)– From Google to Yahoo
• GroupWare (Collaborate)– Google Apps, Zoho, Flickr
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Private Clouds – Large Companies
Click and Use• MS Exchange, SharePoint• CRM, ERP
Expandable to all IT Infrastructure• Applications• VOIP• Desktops and Servers
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The Cloud is Many Parts and Much Labor
“CloudStack” courtesy of Ksankar
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Virtual Private Cloud
Unify ALL IT Management and Support for a Flat Fee
Deliver Data and Apps seamlessly, synchronized across ALL DEVICES from Everywhere
With State of The Art Cloud Stack with Citrix and emerging Private Cloud Best Practices
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Joe Don’t Care About the Parts
Parts and Labor Don’t Matter- Joe just wants to talk with Mary
Joe Mary
Cloud is what Cloud does
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GLOBAL TRENDSThe World Is Upside Down
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The Upside Down Triangle
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The Upside Down Triangle
Executive
Management
Operations
Operations
Management
Executive
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Workflow and The Edge
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Data Presentation
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Holistic Integration
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The Upside Down Triangle
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Leading From The Wide Edge
Executive
Management
Operations
Operations / Tech Enabled / Cyborg
Management
Executive
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The Cloud is About Your Flow
• Peldi Guillizzoni says it best:
“The goal of zenware is to disappear … you should forget the software is there at all ... [because] you are totally immersed in your task”
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Value Drives To Innovation Not Tasks
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THRIVING CPA SECRETSCloud enabled Zen
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EQUIPMENT/SOFTWARE
#1 –TCO - Sitting Ducks & Black Swans
PREVENTATIVE MAINTENANCE
OUTAGES/PROBLEMS
• workstations• servers• circuits / switches• software
• Installation• On-going maintenance• Monitoring• Updates / Upgrades / Patches• Migrations• Backups / redundancy• Troubleshooting
• Last minute / Emergency Response• Equipment Repair / Replacement• Alternative Resolution• Downtime• Workflow disruption / confusion• Lost opportunity / productivit• Data and Relationship Repair y• Data Loss (50% franchise risk)
Typical CapEx Budget Line
Added true Total Cost of Ownership “TCO”
3-6 times cost of hardware
Repair & Productivity Loss are usually many times more expensive than planned costs
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#2 – Traditional I.T. is Value Drag
Complexity
Maintenance
Confusion
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Looking Forward
• Flee Friction– Complexity– Consulting– Break / Fix
• Embrace Flow– The Edge– People– Outcomes
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#3 – Mobility
• Business Continuity
• Devices
• Remote Locations
• Customer Visits
*source: CSC Cloud Index
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#4 – Security & Reputation
• Preparedness– Network attacks every 2 minutes
• Policies / Audits / Enforcement• Marketing – Reputation Market
Places– Yelp, Google+, Email, NPS
*source: Symantec ISTR 20
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#5 – New Expectations
• Millenial Staff• Gen X / Y Customers• Ubiquitous Collaboration with:
– Each Other– Data
–From Everywhere
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#6 – Cloud Needs a Steward
• Not a system administrator; a business analyst – Data jockey – Naming Conventions– Retention and Security Policies– Legal Compliance Audits– Disaster Recovery Testing
• Needs political and technical savvy– Inside job, not outsourced, part time
roledata stewardship is only half the battle....
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#7 – I.T. Still Takes A Team
• Cloud is not a one and done "solution."
• users want to Connect and Communicate– New tools, customizations, integrations– Executives want reports and dashboards
• Flow / Zen requires Engineering, Systems and Analysis working together
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Key Questions for CPAs
• Bandwidth needed?• Data Migration Plan• SLA’s
– uptime?– Support Response time?
• DR Specifics– Recovery Points (Full vs Incremental)– Retention– Time to Recovery Objective
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Key Questions• Who’s Responsible for any Onsite
Network?• Do you have a Team vested in your
success?
• But Verify Your Exit Plan / control of your data
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A PLATFORM APPROACH
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SureOffice™ - Only The Parts You Need
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Solutions for your WorkFlow
• Data is Precious
• Hardware is disposable
• Tools and Data should be securely available from everywhere
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Resources
• Mary Meeker’s Internet Trends 2015 here
• Symantec’s Internet Security Threat Report volume 20 here
• SureTech’s new website here