agna 2008/2009 it survey san diego, ca rick sovitzky [email protected] january 15 th, 2009
TRANSCRIPT
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Agenda
• Overview
• Recap of survey results
• Discussion items– Virtualization– OCR for tax return preparation– Web portals
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Topics Omitted From This Recap
• Several questions from the survey are omitted from this recap in the interest of time– Server specifics– Internet / remote access– Printing
• Full results are available
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Planned Projects - 2009
• Develop a client portal for upload/ download of client content, forms, and other data submission. Integration of a paperless workspace through the use of new DMS.
• Additional Server - possible virtualization server. Finish VoIP phone system install.
• We plan to switch to a Citrix environment either internally or through a hosting company.
• Exchange 2008, Office 2007, Server 2008 \ TS
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Planned Projects - 2009
• Several:– Virtualize servers and/or workstations– web filtering– outsource email archiving– outsource email encryption– 3 monitors on desktops– replace BlackBerry server– conference room smart board– Office 2007– Adobe Acrobat 9
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Server Technologies
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PC Technology
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PCs and Multiple Displays
0
20
40
60
80
100
120
140
160
180
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Total PCs
2 monitors
3 monitors
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Software
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Creative Solutions
Commercial Logic – Power PM
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Sharepoint
Creative Solutions – built in
XCM
Auto-email reports
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Paperless / Tax
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Tax – Paper back-up
0%
10%
20%
30%
40%
50%
60%
70%
2004 2005 2006 2007 2008
Keep paper copy of tax return
Keep paper tax backup
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100%: Sureprep
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• FileShare
• ProSystem Portal
• Creative Solutions NetPortal
• ICFiles by Service2Client
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Questions from the survey?
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Possible short-term action items
• Disaster recovery – review, test
• Written technology plan
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Discussion• Virtualization
– Randy Johnston wrote in his recent article, Why Virtualization?, “Reliability, greater speed, less expensive, business continuity, test environment, safer to update applications and more. What’s not to love about virtualization?”
– http://www.cpatechadvisor.com/go/2188
• OCR / Tax Prep• Portals