C E R T I F I E D P U B L I C A C C O U N T A N T S Streamline your Office in the Cloud Presented by: Martin Straub Agenda Introductions Non-Profit Technology Challenges The Cloud : What and Why Office365 and Google Apps Cloud Apps for NFPs Simplify your Office Exciting News! Non-Profit Tech Challenges Limited budgets No time for technology planning, just something that happens No dedicated IT person; IT oversight and troubleshooting by committee, Exec Dir or??? PCs, software, anti-virus often by donation and/or mix of types, versions and expiration dates Old or unsupported servers and other equipment Cordell, Neher & Co., PLLC 1
Common Workplace Needs Communicating with part-time staff and volunteers Organizing large amounts of paper invoices, meeting minutes, bylaws, etc Sharing data and files between staff Directors, staff and volunteers working remotely Managing membership and donor data Disseminating information and collaborating with Board members The Cloud : What is it? It s all the buzz, but its not new... Consumer cloud services Mail: Yahoo, Gmail, Hotmail, etc Photos: Picasa, Shutterfly Music: Napster, Bitorrent Apps: Turbotax Business cloud what s the difference? Business-class software Shared company data with individual user logins High availability Business Cloud: Before Cordell, Neher & Co., PLLC 2
Now The Cloud for NFPs Business cloud Public cloud Private cloud Hybrid cloud #$#*! cloud Cloud Buzzwords Best of the cloud Cordell, Neher & Co., PLLC 3
Cloud: The Good Anywhere, anytime access an internet connection is only requirement Access with ipads, smartphones, etc Data is redundant and automatically backed up Eliminates the need for complex, on-site servers PCs can be easily replaced without complicated software reinstallations Cloud: More Good Stuff No upgrades needed; always using the latest version Gives small organizations access to sophisticated applications with minimal investment Typically quicker to implement and try More predictable technology costs Cloud: Scary Stuff Data security Availability: no/slow internet = no access (usually) Small organizations have little leverage - price increases, support issues, etc May be difficult to migrate away from cloud vendor Cordell, Neher & Co., PLLC 4
Cloud Services and Software Mail: basic -> full Exchange server Backups: Carbonite (for PCs), Amazon S3 (servers) Anti-virus and PC monitoring Accounting (QB Online, others) Your entire desktop in the cloud Office: Google Apps and Office365 Google Apps vs. Office 365 Features Email Gmail Outlook / Exchange Storage Google Drive Skydrive Pro Software Google Docs Office 2013 Other Google Voice, Sites Lync, Sharepoint, Public Website, Web conferencing Cost Free Free (or $5/mo for full Office) Office 365 Cordell, Neher & Co., PLLC 5
Office 365 for Non-Profits Free version includes: Hosted email (Exchange online) Office web apps Sharepoint / SkyDrive Pro (online document storage and sharing) Web conferencing $5/mo adds: Office 2013 Professional (5 devices / user) NFP Cloud Apps Membership / Donor Management etapestry DonorPerfect Board Communication / Meeting (ipad) BoardVantage Diligent Boardbooks Financials Blackbaud Accufund More NFP Cloud Apps Cordell, Neher & Co., PLLC 6
Other Ways to Simplify Issue Aging server Anti-virus subscriptions & windows update Backups Fax machine Old phone system Remote access Solution Storage appliance for files Office365 for email and files Managed anti-virus and monitoring Online anti-virus (GFICloud) Online backups Hosted fax (e.g RingCentral) Hosted phones (Shoretel) GotomyPC, logmein.com The New Small Office Home Office Email File storage / backup Apps Antivirus / remote support Physical Office Mobile Coming soon Martin Straub martin@simplepowerit.com (509) 433-7606 Questions Cordell, Neher & Co., PLLC 7