@dougsleeter

It’s Time to Prevail over Paper

and Manual Workflows

@dougsleeter

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@ dougsleeter

Doug Sleeter

800 Member Accounting Consulting GroupAuthor — Textbooks and Reference Guides Consultant to Software Developers

www.sleeter.comCPA Practice AdvisorColumnist, Top 25 Thought Leader

Accounting TodayTop 100 Most Influential People

Small Business InfluencerChampion

The Sleeter Group

@dougsleeter

Agenda

• Research says…• What is YOUR Goal?• The Five Trends Driving New World Solutions• Only the Paranoid Survive• Getting over the hump – redesigning your business

@dougsleeter

Research Says….

Debt reduction / elimination

Secure additional financing

Reduce expenses

Implement new technology solutions

Improve customer satisfaction

Add / retain talented employees

Improve profitability

Improve efficiency / productivity

Increase revenue

Add new customers

Top Business Priorities - NExt 3 Yrs

@dougsleeter

Technology Awareness/Usage

Virtual server hosting service

Expense tracking software

Remote meeting service

Voice over IP (VoIP) service

Mobile payment solution

Cloud-based document management

Email marketing solution

Website design software

20.7%

20.7%

21.4%

22.9%

22.9%

24.3%

30.7%

39.3%

Solution Usage in SMBs

Inventory management software

Cloud-based invoicing / bill paying

Customer Relationship Management (CRM)

Point of Sale (POS) solution

E-commerce software

Cloud-based accounting

Cloud-based document management

Mobile payment solution

Email marketing solution

Website design software

56.6%

56.6%

57.9%

58.6%

58.6%

60.0%

61.4%

62.8%

68.3%

69.7%

Solution Awareness in SMBs

@dougsleeter

Innovators2.5%

Early Adopters13.5%

Early Majority34%

Late Majority34%

Laggards16%

We’re Stuck

in The Chasm

Technology Adoption CurveCrossing the Chasm of Adoption

Adoption Comes Slowly

Based on Geoffrey Moore – Crossing the Chasm

@dougsleeter

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@ SmartVault

Eric Pulaski,CEO & Founder

Eric Pulaski, CEO & Founder of SmartVault● Founded SmartVault in 2007● Currently serving as CEO● Drives product vision and strategy

Prior to SmartVault...● Eric was founder and Chairman of BindView, a leader in internet

security management● Eric led BindView through successful IPO and ultimately sold to

Symantec in 2006

www.smartvault.com

SmartVault

@dougsleeter

The Five Trends

• Cloud and Mobile• “Chunkification” of Business Process• Integration of Point Solutions• Zero Data Entry• Collaborative Accounting

Driving New World Solutions

@dougsleeter

Only the Paranoid Survive

“Only the Paranoid Survive”

Strategic Inflection Points10x Changes

Disrupt Yourself – Lest Ye Be Disrupted9

@dougsleeter

Eric and Doug on Disruption

How the world’s largest:• Taxi company owns NO taxis (Uber)• Media company creates no content (Facebook)• Retailer has no inventory (Alibaba)• Accommodation provider owns no real estate

(AirBnB)What will the world’s largest accounting firms do to thrive?

REIMAGINED BUSINESS MODELS

Change Leadership

01020304

01 0203

0405

Automate Processes

Specialize

Embrace Technology

@dougsleeter

EMBRACING TECHNOLOGY

• Less Paper• Documents in the Cloud• Client Portals• Web accessible Client-facing

Services

@dougsleeter

What About Security – Cloud Documents

1. Paper = Fraud Risk2. Manual routing of paper - no

Control/Security3. Manual data entry – Errors and

Password sharing

1. Instantly grant or deny access2. Role based security3. Document attachments - Instant access4. Anytime/Anywhere access5. Bank-level security for access

Old World Risks New World Benefits

@dougsleeter

Disruption and Agility

If you Don’t Disrupt Yourself

Agility Trumps AbilitySomeone Else Will

@dougsleeter

Eliminating Paper – The How

Demonstrate how SmartVault can:• Help you digitize, store, and attach all your

documents to your critical business applications.• Embed workflow inside of your document storage

vault• Enhance security for you and your clients• Automate your processes from initial capture

throughout the entire business cycle.

@dougsleeter

Client PortalSecurely share files

Embedded WorkflowRight from your apps

SmartVault is a cloud service that provides…

Document ManagementStore documents online

… built for accounting professionals

Growing Ecosystem of Integrated Apps…

where documents can be stored centrally & accessed from a variety of productivity applications & devices used by accountants & their clients

SmartVault “Inside”

Next up: Integration with

@dougsleeter

What’s Next?

1. Start your free trial at:

2. Access free training resources at:

3. If you have any other questions, we’re here to help!

www.smartvault.com/accountants

www.smartvault.com/smartvault-university

Toll-Free 866.674.6785

Email sales@smartvault.com

Tweet @SmartVault