quickbooks hosting – Page 11 – Cooper Mann Consulting

February 21, 2013March 31, 2017

The Psychology of Small Business IT Adoption

Convincing small business owners to adopt and apply technology in their businesses is often a difficult thing to do. While most business owners readily accept the need to have computer software to help them produce information and an email account to communicate with others, even such fundamental business solutions as a business website or computerized accounting system can be a hard sale.

Solution providers in every category are looking for ways to communicate the value of their products and services to businesses, and many do not consider that communicating value to a small business owner is not the same as communicating value to a larger and more established enterprise. There is research available which discusses why small businesses adopt IT, and how the importance (weight) of various factors change as the business grows. With small businesses fueling the economy and numbering far larger than their enterprise counterparts, it makes sense to understand just why small businesses buy. It’s also interesting to note that this research revealed that the different characteristics of firms and individual executives “did not have a unique effect on adoption decisions”. If the decision wasn’t impacted by characteristics of either the firm or individual executives, what does impact the decision?

An academic study by Icek Ajzen (Organizational behavior and human decision processes… University of Massachusetts at Amherst) discusses a theory called the Theory of Planned Behavior, and this theory was posed as a basis for predicting who would pursue a particular course of action or activity. The idea is that “intentions to perform behaviours of different kinds can be predicted with high accuracy”, and that the prediction is based on attitudes, subjective norms, and perceived control. Okay, but what does that really mean?

Intentions represent the strength of a person’s conscious plan to do something. So, when someone intends to do something, like adopt an IT product or service, it means that there is a strong positive plan in that person’s mind to accomplish the activity. However, having a plan in mind – no matter how strong or positive – is impacted by several elements: attitudes, subjective norms, and perceived control.

Attitude represents the belief that the activity will lead to a consequence that means something. If you have a plan to adopt an IT solution, but then develop a negative attitude towards the likely outcome (consequence) of using the solution, adoption isn’t likely to occur. On the other hand, if the belief is that the results or consequences of adopting and applying the solution will be useful, and deliver benefits in the areas intended, then the chances of deciding to make the purchase increase dramatically.

Another factor which weighs on the intent to do something is the pressure related to “subjective norms”, or what might be considered to be social factors. These factors exist in the firm, in the customer base, with partners, and within the market. As an example, it is an expectation that a business will have email addresses, computers, and other technology to support the business. This is simply a normal expectation of businesses today. It is also a requirement that businesses protect customer information, a requirement and normal practice from both a privacy and regulatory perspective. It is this expectation and the pressure to be “normal” (a motivation to comply) that also weighs on the decision to act and adopt.

The final factor is perceived control, which comes down to the person’s perception of how easy or difficult it will be to do what they’ve got in mind. Looking at various potential obstacles, and judging whether or not the business has the resources and capability to overcome them effectively, results in either a positive or negative impact on the intent.

All of these things are placed in linear order, and a straight line can easily be drawn as you move through the process. It’s all about:

Intent,
- the attitude towards adoption,
  - belief of expected outcomes and their value,
    - expectations and the motivation to comply with them, and
      - evaluating barriers and the adequacy of resources to overcome them.

Boiling it all down to a fairly simple explanation, businesses adopt IT because there is a conscious plan to do so, and that plan is supported by a belief that the solution will do good things for the business, the solution is a recognized (if not expected) approach, and the business believes it has adequate resources and capability to effectively handle it.

Make sense?

February 14, 2013

Getting out of IT Jail

I have a friend in the accounting/technology industry that spends way too much time on his business in-house IT. He’s always futzing around with servers and workstations, fixing corrupted data files or PCs that won’t launch applications, and setting up remote access so he can work at home (which he never actually does because he’s at the office fixing IT issues). More often than not, when I try to get time to chat with the guy, his response is “I’ll have to call you later; I’m in IT jail”. As a side note, my friend is Doug Sleeter, a recognized leader in the world of small business accounting and among QuickBooks accountants, consultants and advisors.

My friend works a lot with different solutions and technologies designed to make it easier and more effective to get accounting and business information collected, processed, stored, and reported. He reviews tons of different solutions each year, and looks for those he believes can truly make a positive impact in the life of a business owner. My friend also, as he puts it, “eats his own dog food”, meaning that he actually puts into place many of the solutions which he finds to be beneficial so that he can experience their benefit in his own business. His proven experiences then translate to support for the solution in the market. People need to know that a solution will actually do what it is supposed to do, and many wait for someone else (someone they trust) to go first so they can use the customer feedback to help them make a decision.

My friend clearly recognized the growing value of cloud solutions and how implementing cloud-based services to solve specific business problems might be a more effective and affordable way to address growing business needs than with traditional ERP models or installed software approaches. Using different tools that work together (his term for this is “chunkify” 🙂 ), even very small businesses could now affordably address the various operational and financial information management needs which exist at some level in all businesses. Following along with his previous commitment to use and not just talk about these things, he began the process of selection and implementation of various cloud-based applications, tools and integrations for his desktop QuickBooks software.

No battle plan ever survives contact with the enemy. thesis on Military Strategy, German Field Marshal Helmuth Karl Bernhard Graf von Moltke

It was going great. Application services subscribed to were working as expected, and all sorts of information was fairly seamlessly flowing to and from QuickBooks. And then, it happened – his bookkeeper moved away and wasn’t able to work in the office where the accounting software and data were housed. Take a deep breath. Okay, so back to the remote access thing, and more IT jail.

He worked diligently to create remote access for the now-remote bookkeeper, and remote desktop service worked OK, but it was “a pain to keep working, and it never could give the type of performance we were trying to give her”. Go figure, the one piece of the puzzle left in the office was the one making everything else more difficult and costly. He was in IT jail once again.

The final step was to get the QuickBooks software and company data out of the local network and in a safe and secure and fully-managed environment. Particularly since QuickBooks is (in this case) the centerpiece of the business accounting system, it became essential to place it in an environment where it would be maintained, monitored, and protected by people who specialize in that sort of thing. My friend, like most business owners, just didn’t have the time and resources to have the level of IT and management that an outsourced commercial service provider could offer.

See The Sleeter Group’s QuickBooks and Beyond article Still Addicted to Desktop Software? Get it Hosted in the Cloud

Intuit even recognized that businesses needed a better way to run and manage their QuickBooks desktop software, so they created an accredited hosting program to allow service providers to offer application hosting and license management services to QuickBooks users. My friend now uses one of these providers to host his QuickBooks and other desktop applications. He still has all the integrations and features he had before, but isn’t required to spend time and productivity fixing hardware issues or software installation problems. His software is installed, maintained, and actively supported by IT professionals who are focusing on nothing more than keeping his systems up and running.

In his own words, “the hosting move offloaded us from having to mess with providing access, and at the same time it improved performance and delegated the IT management”.

For a time my friend and his business went without a high level of IT management and support, but now he completely recognizes that he needs it and is finding it to be well worth the cost. Now he’s got his own “get out of jail” card.

Make sense?

In case you didn’t know it, both Intuit and Sage have programs for service providers, providing authorization to host and deliver small business financial software products to direct customers.

Get information on Intuit’s Authorized Commercial Hosts for QuickBooks here, Get information on Sage hosting partners here.

If you need assistance deciding how to get your applications and business online, or selecting and implementing with a service provider, we can help.

February 13, 2013November 29, 2017

Turning to the IT Department When Times are Tough

When budgets get tight and the economic outlook is bleak, business owners and executives tend to turn to information technology departments and projects as a potential area for cost cutting. The reason for this is that many businesses view IT purely as a cost center, making it a prime target when driving to reduce operating costs. A survey by McKinsey & Company, however, reveals that the current trend is a bit different. While the survey is a bit dated, the information it contains is as relevant today as it was then.

The research indicated that many non-IT executives “seemed to have a developed a healthier appreciation for their information technology functions” according to Joe McKendrick in an older ZD Net article on the subject. McKendrick mentions that business executives generally seem pleased with the way the information technology is helping organizations get through these difficult economic times, “navigating the rough seas” as he put it.

“The survey also suggests that organizations that took the most advantage of information technology going into the downturn may have come out the strongest” observes McKendrick.

The McKinsey & Co Study, authored by Roger Roberts and Johnson Sikes, reported that the economic downturn actually increased awareness of the role information technology can play in improving business processes and reducing costs. As for the quality of services delivered? The study revealed that non-IT executives largely believe their IT functions responded effectively to the economic crisis. A majority said current performance in providing basic IT services is very or extremely effective. In contrast, IT executives had a dimmer view of their performance, with only a minority being satisfied with service delivery levels.

There have always been questions about the alignment of information technology to the business need, and IT is often perceived as being out of touch with the business. In this research, McKinsey & Co indicate that IT executives are very aware of the issues of keeping up with the business and are finding innovative ways of addressing them.

Make sense?

If you need assistance deciding how to get your applications and business online, or selecting and implementing with a service provider, we can help.

January 29, 2013

Remote Access to QuickBooks – a free report from the author of Radically Simple Accounting

Remote Access to QuickBooks – a free report from the author of Radically Simple Accounting

Radically Simple Accounting

Madeline Bailey, author of the book Radically Simple Accounting, is offering a free report on Remote Access Options for QuickBooks.

The free report provides details and simple explanations to help every QuickBooks user or consultant understand how best to leverage the Internet to work when, where, and how they need to.

Cloud computing and the Internet have introduced both challenges and opportunity for QuickBooks users and those who support them. Madeline’s report provides real-world information, links to live services, pricing, and personal evaluations that anyone looking at remote access options will find useful.

Everyone’s talking about remote access and QuickBooks, but the options are so plentiful and confusing that only a few have made the move. For those still wondering what solutions will work best for them, this report may clear things up a bit.

Joanie Mann Bunny Feet

Make Sense?

December 12, 2012

The True Cost of the Cloud

Excerpt from article on Intuit Accountants News Central: The True Cost of the Cloud

“Accounting professionals are strongly encouraged to adopt cloud computing models in their practices, and there can be little argument that mobility and access are driving the need. In concert with the messages supporting mobile access to business information – and the value of anytime, anywhere access – cloud service providers are strongly suggesting that the overall cost of purchasing and maintaining information technology (IT) in the business is much lower when a cloud computing approach is used.

Arguments over the total cost of IT and related services become somewhat subjective. Many business owners and managers fail to consider the value of their own time spent dealing with business technology issues, much less the time spent by in-house employees and remote workers. To further complicate the issue, dramatic changes in process support and delivery, connected service and cloud computing approaches are impacting business productivity and profitability in new and dramatic ways. As a result, every business should consider the costs and the benefits of this new connected and collaborative working model.

At the core, cloud computing is really just an outsourced IT service that addresses the various levels of application and computing infrastructure. From IaaS (infrastructure as a service) to SaaS (software as a service) and all things in between, a viable cloud computing approach for a business may encompass little more than co-location of physical server and network resources with a third-infrastructure provider to something much larger scale, such as offloading virtually every aspect of application management and delivery to a SaaS solution.

Because there is no single, correct definition of what makes up a “cloud” service model, attempting to compare costs directly to a more traditional IT approach is quite complicated.”

Read the entire article at Intuit Accountants News Central

http://blog.accountants.intuit.com/ways-to-grow-your-business/the-true-cost-of-the-cloud/

November 20, 2012January 26, 2016

QuickBooks SDK Integrations, Cloud Hosting, and the Customer Relationship

Intuit QuickBooks desktop editions are the most popular small business accounting software products on the market, boasting somewhere in the neighborhood of 3.5M users. In contrast to the QuickBooks Online Edition, which has approximately 300,000, desktop QuickBooks still reigns supreme with small business.

While QuickBooks satisfies most of the general business functionality required from a general accounting product, it doesn’t address much else. For this reason, numerous software developers have created the software products – the extensions, integrations, widgets, and tools – that make QuickBooks more useful to the business.

The sheer popularity of the QuickBooks product line has supported the creation of a very large and diverse community of developers who make things that work with QuickBooks. However, as with any attempt to bring like-minded people together, the QuickBooks developer “community” is not all-inclusive, and there are lots of ISVs (independent software developers) out there who aren’t communicating with Intuit frequently, and who aren’t necessarily exposing their solutions through the Intuit marketplace and other Intuit-branded venues. In many cases, these are developers who have line-of-business solutions that represent the operational priority for their business clients, and where the integration to QuickBooks financial is somewhat of an after-thought. In many cases, these solutions rely on QuickBooks only for general back-office account functions, where the GL, AR and AP are all that really matter. The “tough stuff” is done in the line-of-business application.

Most of these types of solutions, as well as many with more complicated functionality or data integration requirements, utilize a method of communicating with QuickBooks developed using the QuickBooks SDK, or software development kit. This SDK was originally introduced as a means to replace the clumsy IIF import facility, an early way to get data into QuickBooks from other systems. The SDK is really a tool kit designed to facilitate desktop application integrations, which is why so many developers use this method. Particularly when an application is intended to be used on the desktop in conjunction with QuickBooks, it makes sense for developers to use an integration method that will allow them to produce the rich experience and seamless re-use of data that the desktop environment allows. The SDK requires that the QuickBooks program be present, and QuickBooks controls access to the data file rather than allowing the 3^rd party application to have direct data access.

The new method for integrating with a QuickBooks application is by using the IPP (Intuit Partner Platform) method, which is essentially an API (application programming interface) which simplifies the creation of data streams to and from the QuickBooks database. This method of integration is intended to be serviced by the Intuit Sync Manager (included with QuickBooks), where your data first syncs to Intuit servers, and then connected apps sync from that source. In this case, Intuit acts as the intermediary, hosting the synchronized data and controlling the sync with the QuickBooks database. While this may be much easier in terms of offering stricter standards for QuickBooks data integration, it is not a method which addresses the needs of those solutions requiring an integrated experience involving QuickBooks programs and data, or which have more complex data integration requirements than may be served through the IPP.

Because the QuickBooks SDK has been around for many years, it allowed for very stable QuickBooks-integrated solutions to be developed. In comparison, the IPP is pretty new and has taken Intuit a few tries to get working. For this reason, there is a limited catalogue of solutions available in the Intuit App Center, which is where IPP solutions are promoted. Moving forward, Intuit has stated that the focus will remain on the IPP, with the SDK no longer being a preferred (or supported) method.

The method of integrating with QuickBooks desktop editions matters, especially if you’re looking to bring your business applications to the cloud. Application hosting services is the way to “cloud-enable” desktop solutions, yet not all hosting providers recognize or understand the differences in how applications might integrate with QuickBooks, and what that means to the technical and user environments. Not all applications are created equal, and not all QuickBooks integrations are, either. Some integrations sound simple enough to implement, yet have hidden requirements that make deployment with a host or outsourced infrastructure provider an interesting endeavor to say the least.

Developers using SDK integrations with QuickBooks should make certain that they have thoroughly discussed their solution requirements prior to deploying their applications with any host, particularly with a client-selected provider. Companies experienced in hosting QuickBooks are not necessarily adept at understanding the nuances of SDK-developed integrations, and may minimize the technical requirement to the point of leaving your company and your customer with a bad feeling about hosting. In worst-case scenarios, the software developer loses their customer altogether due to a poor experience with the solution in a hosted environment.

Cooper Mann Consulting is working to help developers and commercial ISVs with QuickBooks-connected solutions get their products to the cloud, and in a way that they can influence and help control the all-important customer experience. Rather than being just one of a few hundred hosted products customers can select from the provider menu of offerings, we believe your solution should be delivered with your values, your message, and your unique service approach. Doing so allows you to keep your arms firmly wrapped around your customers and users, working closely with them as you develop your solutions towards a true SaaS or cloud application model, and easing the transition from desktop to web application delivery and subscription service.

Intuit believes they own the relationship to all QuickBooks customers, and they’re right to the extent that the user relies on QuickBooks for some business functionality. Hosting service providers think they own the customer relationship because they have significant influence over the products accessed from their servers.

Operational support solutions go deeper into the business than any high-level accounting product, and the method of deploying the solution (locally installed or hosted) is an IT issue and nothing more. As a developer or provider of essential solutions which address specific vertical industry or line-of-business needs, and as the company who understands the business of your customer and supplies those solutions that help them perform, don’t you really think you should own that customer relationship? We do.

Make Sense?

Want to know more about how Intuit is changing their approach to QuickBooks integration? Read Charlie Russell’s rant: Is Intuit Abandoning QuickBooks SDK Developers?

Read more about QuickBooks cloud hosting: Cloud Hold-Out No More: QuickBooks Desktop Editions in the Cloud

Read more about cloud development: Lessons Learned (or Not): Development and the Cloud