FOR SMALL BUSINESS GROWTH...

CLOUD SUPPORT FOR SMALL BUSINESS GROWTH

WELCOME

Wednesday, July 22, 2015 Pleasanton Library

Community Meeting Room


PANEL PRESENTATION

Sandeep Deokule, DevCool, Inc.

Taylor Backman, Zoho

John DeKoven, Your Digital Handyman

Mark Tanis, California Business Technology

Ken Norvell, CMIT Solutions


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

Facebook

Twitter

Instagram

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


CRM Taylor Backman


Customer Relationship Management


It's a database that secures all of your

customer information in one place.


CRM helps you manage your sales team,

and helps your sales team sell.


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...


Central location for storing documents.

Keep detailed logs, notes, and reminders.

Access and edit customer info with mobile

version.

For sales people...


CRM. It's for everybody.


Try CRM for free at Zoho.com


Thank you!


How To Leverage Cloud Technology For Your

E-mail, Calendar, Contacts & Tasks.


In order to run a successful business there is a lot of information that you and your employees need to keep track of including:

• E-Mail

• Contacts

• Calendar Items

• Tasks

• Notes


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).


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.


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.


Top Ten Benefits To Using Exchange Online


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.


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.


Exchange Online Benefit #3 Real Time Synching

Every change your make is made immediately across every device your account is set up on.


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.


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.


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.


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.


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.


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.


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.


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


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!


Are There Other Solutions Besides Exchange Online?


Data Security

Best practices and tips for small businesses

Mark Tanis

July 22, 2015


• Topics

– Cost of implementing security

– Encryption

– Impersonation

– Security Tips


Cost of implementing security


• Topics


– Encryption

– Impersonation

– Security Tips


Encryption HAL

Key to unlock: shift one letter right IBM

According to Clark: HAL is derived from Heuristically programmed ALgorithmic computer.


Secure websites use strong encryption

Keep it secret


• Topics


– Encryption

– Impersonation

– Security Tips


Impersonation: Beware of phishing websites & spoofed emails


If a site can’t be verified or trusted, you might see something similar to the following:


Click on green lock symbol to see more info on verification:


• Topics


– Encryption

– Impersonation

– Security Tips


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.


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


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


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!


Inexpensive Backup & Recovery

The Thrills and Chills of Protecting

Bits and Bytes

Ken Norvell – CMIT Solutions


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


Have You Ever Lost Data?

If so, what was the cause?

Natural Disasters

http://www.allclaimspublicadjusters.com/images/uploaded/categories/image/tornadoDamage1.jpg

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?


What are the Advantages of Cloud-Based Backup?


• 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


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


Thank You!


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


THANK YOU

Please enjoy the

SERVICE PROVIDER SHOWCASE until 10:30 a.m.

www.pleasanton.org

FOR SMALL BUSINESS GROWTH...

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