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Wednesday, October 1, 2014 11 AM MST
Paul ConterioPresenter Trainer
eFileCabinet
Cloud vs. On Premise – Which is Right For You?
60 Minutes (Education, Q&A) Webinar will be recorded Participants are muted. Ask Questions using the control panel
Administrative Items
Ask Questions using the control panel
Type your questions here!
3
Based in Lehi, Utah Over 135,000 users
Since 2001
4
Since 2001
1. Functionality2. Cost3. User interface4. How to Share files5. Integrations with other software6. And much more!
Agenda
1. Definition of Cloud versus On-Premise Applications2. What is Document Management Solution (DMS) and
What is Document Storage Solution (DSS)3. How to Decide What is Right for You4. Q&A
In addition
What is a Cloud Application?
SSAE 16
What is an On-Premise Application?
Software system that is used to store, manage and track electronic documents and images of information
The management of documents encompasses 2 main categories of benefits:
Reducing RISKIncreasing PROFITABILITY
Definition of DMS
eFileCabinet DMS is Management Focused
SearchFolder StructurePrint from Lacerte to DMSDesktop PlatformCloud PlatformFull Test search including OCRDrag and DropFile VersioningPre-defined Templates and ProfilesDocument RetentionSetting AlertsAudit TrackingRole-Based SecurityWorkflowIntegration eSignature MS Office QuickBooks
Software system that is used to store and retrieve (usually online) documents
Definition of DSS
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Critical Components DropBox DMSIntegration with Business Applications
Paper Capture
Smart Indexing
Security
Document Retention
Summary
Cloud vs. On Premise – Which is Right For You?
Minimal infrastructure of equipment Little to no maintenance Automatic Backup and disaster recovery Physical Security handled by the cloud provider More Flexible with the number of machines supporting your services Updated code, Fixes and Patches are behind the scene Great for small start up business Great for covering large geographical areas with multiple offices
Data stored on someone else’s server Internet speed varies
Consider the Benefits of the Cloud
What is the cloud and is it safe?1. Encryption of data before it goes to the cloud.2. Encryption of data in transit.3. Encryption of data at rest.
Your Customer
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Mobile Apple/Android Apps for eFCO and SecureDrawer
Data resides in your network inside your firewallSpeed advantagesSoftware is yours
Updates are applied to each server and workstationBack up your own data
Consider the Benefits of On Premise
eFileCabinet DMS is Management Focused
SearchFolder Structure
Print from Lacerte to DMSDesktop Platform
Cloud PlatformFull Test search including OCR
Drag and DropFile Versioning
Pre-defined Templates and ProfilesDocument Retention
Setting AlertsAudit Tracking
Role-Based SecurityWorkflow
IntegrationeSignature MS Office
QuickBooks
1. Functionality2. Cost3. User interface4. How to Share files5. Integrations with other software6. And much more!
During this webinar, we will compare:
“If there are two applications in an accounting or tax practice that should be joined at the hip, it is the document management system and the client portal. The nature of the deep relationship between the two is undeniable.”
Client Portals: Gateway to the FutureSpecial Feature
From the April/May 2010 Issue
Demo Sharing
eFileCabinet DMS is Management Focused
SearchFolder Structure
Print from Lacerte to DMSDesktop Platform
Cloud PlatformFull Test search including OCR
Drag and DropFile Versioning
Pre-defined Templates and ProfilesDocument Retention
Setting AlertsAudit Tracking
Role-Based SecurityWorkflow
IntegrationeSignature MS Office
QuickBooks
Cabinets
Folders
Documents
Drawers
Tax Clients Individuals
Taylor, Paula
2012IRS CorrespondenceCorrespondence
20132014
Subfolders
Tax ReturnsSource DocumentsSS Card
SS Card2014
Taylor, PaulaCabinets
Folders
Documents
Drawers
Subfolders
Paula Taylor SS #Search
Tax Clients Individuals
SS CardPermanent
Taylor, Paula
Human Resources
Cabinets
Folders
Documents
Drawers
Subfolders
Paula Taylor SS #
Folders
Documents
Drawers
You Can Search by Name!You Can Search by Profile!
You Can Search by Indexing & OCR!
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Mary Martin is Vice President of Human
Resources & Accounting
Mary because of her role in the company has access to
both employee medical and financial records
The Benefit folders contain employee personal health
information (PHI)
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Bob Cratchit is Director of Accounting and reports to
Mary Martin
Bob does not have access to the benefits folders containing employee
personal health information
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BobDirector
MaryVice President
eFileCabinet DMS is Management Focused
SearchFolder Structure
Print from Lacerte to DMSDesktop Platform
Cloud PlatformFull Test search including OCR
Drag and DropFile Versioning
Pre-defined Templates and ProfilesDocument Retention
Setting AlertsAudit Tracking
Role-Based SecurityWorkflow
IntegrationeSignature MS Office
QuickBooks
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eFileCabinet 2014 Office 2013 integration
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QuickBooks Integration
What is the Cost of These Options?
Cloud
Subscription Payments Monthly or Annually
Lower up front cost than On Premise
Usually costs more after 3-4 years
On Premise
Upfront initial price plus annual maintenance plan Maintenance plans are
generally 20% of upfront purchase price
Maintenance plan payments ensure updates, support and reduced upgrade costs
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(Valid Until Friday, Oct 3rd 2014)
eFileCabinet Desktop OR eFileCabinet for $540/yearWith FREE SecureDrawer
+FREE Data Migration (50 GB Limit)
+Free Remote ClassRoom Training
Webinar Special
877-574-5505 or [email protected]
Questions
Why eFileCabinet DMS is More
SmartVault eFileCabinetSearchFolder StructurePrint from Lacerte to DMSWorkflowAudit TrackingFull Test search including OCRCloud PlatformDesktop PlatformRole-Based SecuritySetting AlertsDocument RetentionDrag and DropPre-defined Templates and ProfilesFile Versioning Integration eSignature MS Office QuickBooks
Outlook only
