for small business growth...
TRANSCRIPT
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
WELCOME
Wednesday, July 22, 2015 Pleasanton Library
Community Meeting Room
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
PANEL PRESENTATION
Sandeep Deokule, DevCool, Inc.
Taylor Backman, Zoho
John DeKoven, Your Digital Handyman
Mark Tanis, California Business Technology
Ken Norvell, CMIT Solutions
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Running your small business
Cloud offering snapshot
Sample costing
Running your small business
Marketing Ordering Back office
Payroll / Accounting Customer Service
Basics
Basic services
Email and basics
Microsoft 365 – Essentials, Business and Enterprise
Google Apps for Business – Gmail and more
(1 TB) + Office
Contracts/ No need for Printouts
DocuSign
Storage and Backup
Microsoft OneDrive
Google Drive
Box
Dropbox
Sugarsync
Rebit backup
Carbonite Business
Phone
Magic Jack
Vonage
RingCentral
Ooma
Skype
eFax
Collaboration
Webex
Free Conference
Go To meeting
Lync
Fuze
Marketing/CRM
Marketing Email
Constant Contact
MailChimp
Vertical Response
Integrated CRM Solutions
Zoho CRM
Sales force CRM
Microsoft Dynamics CRM
Insightly
Oracle
Web and Mobile Hosting
Shopify
BigCommerece
POS
Leaf
NCR
Shopkeep
Square
Quickbooks
Marketing Customer Service
Ordering
Social Tools
Alerts/Mobile
Custom apps
Survey
Survey Monkey
Type forms
Google Forms
Back Office/ Payroll /Accounting
ERP (Inventory, Order, Supply mgmt)
Netsuite
MS Dynamics
Epicor
EnterpriseIQ
Infor
Accounting
Quickbooks
Freshbooks
Ms Dynamic GP
Sage
Payroll
ADP
Zenpayroll
Intuit
Propayroll
Back office Payroll / Accounting
Sample costing model Basics: $ 25 - $100/ Month
Email and Office( 1TB) : $5 - $20/ month
Online Signing: free- $20
Storage and Backup: $5- $20/ month
Phone
Option 1: One time - $50
Option 2: $15-20 / month
eFax - $12 - 15/ month
Collaboration: free - $25/month
Marketing./ CRM : $ 25 - $200/ Month
CRM: free - $200/ month
Emails : free - $25/ month
eComm/ Web /Hosting: $30 - $100
Hosting: $5 / month
eComm : free - $25- $100/ month
POS
2.7%-3% for swiped transaction
2.9 – 3% for online
3.5% for manually-entered transactions
Custom Mobile App
$2,000 - $10,000
$100/ Year
Survey - free
ERP
$10K- $100K + $1000/month
Accounting
$10- $25 / month
Payroll
$45-$200/ payroll
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
CRM Taylor Backman
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Customer Relationship Management
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
It's a database that secures all of your
customer information in one place.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
CRM helps you manage your sales team,
and helps your sales team sell.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Centrally manage your customer info.
Track your sales team's performance.
Implement and standardize effective
strategies.
Streamline your sales process for consistent
results.
For managers...
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Central location for storing documents.
Keep detailed logs, notes, and reminders.
Access and edit customer info with mobile
version.
For sales people...
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
CRM. It's for everybody.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Try CRM for free at Zoho.com
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Thank you!
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
How To Leverage Cloud Technology For Your
E-mail, Calendar, Contacts & Tasks.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
In order to run a successful business there is a lot of information that you and your employees need to keep track of including:
• Contacts
• Calendar Items
• Tasks
• Notes
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
In today’s business world you also need to have 24/7 access to this information:
• Desktops
• Laptops
• Smartphones
• Tablets
• Public Devices (library, internet café’s, other devices that aren’t yours).
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Before Cloud Technology The Only Way To Do This Was To Host An In-House Server:
• Most popular hosting solution is Microsoft Exchange.
• Cost prohibitive for a lot of small business due to hardware, software and maintenance costs.
• More problematic for small business with multiple locations.
• Small business tries to use FREE or much less expensive services, but cannot get the same results.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
The Solution To These Problems Can Easily Solved With A Cloud Based Technology From Microsoft “Exchange Online”.
• Has all the features and benefits of an on premises exchange server used by big companies, but you get it all in the cloud.
• Because of this technology literally anyone can use this product. From a one person office to a Fortune 500 company it’s literally the same technology.
• Even a home user/family can benefit from this service.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Top Ten Benefits To Using Exchange Online
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #1 Stay Connected No
Matter Where You Are 24/7
Access your e-mail, contacts, calendars and tasks from your desktop, laptop, smartphone, tablet and public computer.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #2 Access Your Information Even When Offline
Even if your device is offline you can still read, add, edit or delete records. Once you’re back online everything will synch up.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #3 Real Time Synching
Every change your make is made immediately across every device your account is set up on.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #4 Shared E-Mail, Contacts, Calendars & Tasks
You can share any information you want with your colleagues. Privacy settings can be from view only to edit to full edit and delete privileges.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #5 Web Based Access
The Outlook Web App provides a premium browser based experience that matches the look and feel of the full Outlook client.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #6 Reliability
Microsoft provides a service level agreement has a 99.9% scheduled uptime. They have multiple datacenters, located all over the world. If there is an outage at one datacenter another can act as a backup.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #7 Large Mailboxes
Each user gets 50 GB of mailbox storage and the ability to send attachments of up to 25 MB.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #8 Automatic Backup
Your data is constantly synced and in the cloud. That means you will always have a backup of your data without having to think about it.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #9 Anti-Spam / Anti-Virus
Every mailbox combines built in anti-spam and encryption technologies with an advanced anti-virus infrastructure for efficient management of a wide range of security threats.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Exchange Online Benefit #10 24/7 Tech Support
No need to have your own in house tech support person(s) or pay for outside tech support. Your account includes tech support by phone & e-mail 24/7.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
How much would this cost for me to host in-house (assuming 5 users)? • Hardware - $1,000
• Windows Server Software - $750
• Exchange Server Software (standard) - $500
• Mailbox Licensing - $78 per user (one time) x 5 = $390
• Migration /Installation - $750
• Ongoing Maintenance - $1,000
• First Year Cost (5 users) = $4,390
• Five Year Cost (5 users) = $8,390
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
How much would this cost for me to host in the cloud? • Hardware - $1,000 $0
• Windows Server Software - $750 to $1,000 $0
• Exchange Server Software (standard) - $500 to $750 $0
• Mailbox Licensing - $78 per user $60 per yr x 5 = $300
• Migration / Installation - $750 $750
• Ongoing Maintenance - $1,000 $0
• First Year Cost (5 users) = $4,390 $1050
• Five Yr Cost (5 users) = $8,390 $2,250 = savings of $6,140!
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Are There Other Solutions Besides Exchange Online?
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Data Security
Best practices and tips for small businesses
Mark Tanis
July 22, 2015
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
• Topics
– Cost of implementing security
– Encryption
– Impersonation
– Security Tips
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
• Topics
– Cost of implementing security
– Encryption
– Impersonation
– Security Tips
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Cost of implementing security
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
• Topics
– Cost of implementing security
– Encryption
– Impersonation
– Security Tips
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Encryption HAL
Key to unlock: shift one letter right IBM
According to Clark: HAL is derived from Heuristically programmed ALgorithmic computer.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Secure websites use strong encryption
Keep it secret
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
• Topics
– Cost of implementing security
– Encryption
– Impersonation
– Security Tips
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Impersonation: Beware of phishing websites & spoofed emails
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
If a site can’t be verified or trusted, you might see something similar to the following:
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Click on green lock symbol to see more info on verification:
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
• Topics
– Cost of implementing security
– Encryption
– Impersonation
– Security Tips
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Security Tips
• Keep your OS and Browsers Updated
– Yes, Mac’s too!
– Also, smartphones and tablets
– July 20 critical update for Windows
• New Microsoft Edge in Windows 10
– no support for many “old-school” plugins.
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Security Tips
• Disk Encryption
– Especially important for laptops, where it can be easy to remove a hard drive, and insert in a drive reader
• Mobile Devices
– PIN Code, password, swipe pattern
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Security Tips
• Separate Guest WIFI network for your office
• Use work devices for work, home for home, including email accounts
– Includes 1 or 2 person companies
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Security Tips • When using an email account or address
– Separate emails for home and business
– 2-step authentication whenever possible (requires a text to your mobile, etc.)
– Since email address is often the required userID for many websites where registration is needed, use a different password from your important accounts, especially your email account!
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Inexpensive Backup & Recovery
The Thrills and Chills of Protecting
Bits and Bytes
Ken Norvell – CMIT Solutions
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Data Protection is NOT:
• Glamorous
• Particularly Exciting
• A Top To-Do
• Optional
Data loss won’t kill you — It will just make you wish you
were dead
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Have You Ever Lost Data?
If so, what was the cause?
Natural Disasters
Disasters That Can (And Do)
Happen
True Cost Of Data Loss Global Stats:
• Businesses lose, on average, $287,000 per data
loss incident! 1
• The most costly factor in dealing with data loss is
the lost business, accounting for 69%
Personal Reality:
• Lost orders, contacts, financials, calendars,
emails, customers and a lot of sleep!
Four Questions You Need To Ask:
1. How long can we go without access to our
data?
2. How often do we back up and where?
3. How will we recover the data if we need it?
4. What’s our plan to keep the business
running in the event of a data or system
loss?
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
What are the Advantages of Cloud-Based Backup?
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
• Environmental Issues: Fire/Flood
• Theft (workstation & backup device)
• Business Recovery: Download or
Virtualize to a Different Location • Ransomware Attacks
Additional Protection for:
Four Deadliest Data Mistakes
1. Frequency of Backup (both onsite AND offsite)
2. No Plan for Business Continuity
3. Not Testing the Recovery Plan
4. Set it and Forget it
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
What You Need to Look For
• Continuous Backups – As often as every 15 min
• Multiple Backup Locations
• Fast Recovery – Plan to be up in running in less than 24 hours.
• Virtualization Capability – You should be able to continue doing business from
anywhere
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
Thank You!
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
THANK YOU TO OUR PANEL
Sandeep Deokule, DevCool, Inc.
Taylor Backman, Zoho
John DeKoven, Your Digital Handyman
Mark Tanis, California Business Technology
Ken Norvell, CMIT Solutions
CLOUD SUPPORT FOR SMALL BUSINESS GROWTH
THANK YOU
Please enjoy the
SERVICE PROVIDER SHOWCASE until 10:30 a.m.
www.pleasanton.org