1 Whether your business is outgrowing its current software package or you just never started off on the right one, learn five easy indicators you can use to self-assess whether it’s time to invest in better business software. We’ll also share tips to help you justify a new software purchase once you determine you’re in need of a change. This Free 60-minute LIVE WEBINAR with live Q&A will help you decide if your business needs better software to operate more effectively and efficiently. For audio, please call: (Toll free in US) or (international) Meeting ID: 8888 If you have any questions or require online assistance, please send to 5 Signs You Need Better Business Software Webinar will start at 12:00 p.m. Pacific, 3:00 p.m. Eastern

5 Signs You Need Better Business Software Webinar sponsored by

3 Welcome to the webinar Simon Pass Channel Manager Intuit, Inc Presenters: Andrew Abrams CEO/Founder Technology In A Box, LLC

4 Today’s Topics  5 Signs You Need Better Business Software  How To Justify A New Software Purchase  About QuickBooks Enterprise Solutions  What You Can Do Next

5 Today’s Topics  5 Signs You Need Better Business Software  How To Justify A New Software Purchase  About QuickBooks Enterprise Solutions  What You Can Do Next

6 I.Poor ease of use and performance II.Lack of critical functionality III.Inadequate and/or overpriced support IV.Incompatible/poor integration with other software V.Limits your growth 5 Signs You Need Better Business Software

7 I. Poor Ease of Use and Performance "I was working hour days when we were on [Product X] and I spent 75 percent of my time dealing with account mis-postings, user errors, and other software related problems.” – CFO, Distributor Example  Difficult and time consuming to complete tasks  Hard to train new employees – and painful for them to learn  Slow software performance (eg. in generating reports)  Poor and limited graphical user interface  …all leading to staff frustration and low morale

8 5 Signs You Need Better Business Software II. Lack of Critical Functionality  Inferior accounting  GAAP compliant reporting  Server-based remote access  Advanced inventory (eg. multi-location inventory, serial/lot tracking, bar coding)  Advanced permission controls  Custom reporting that is user-friendly  Report drill-down to transaction-level data “With [Product X], there was no way to control inventory. It had an inventory module, but was not effective. It caused a lot of problems and frustrations.” - Industrial Explosives Supplier Example

9 5 Signs You Need Better Business Software III. Inadequate And/Or Overpriced Support  Discontinued/limited product development  In-person support and implementation assistance is not available or not affordable  Lack of adequate technical support  Upgrade/software maintenance cost more than the value they deliver to your business  Upgrades not ‘plug and play’ – deploying them is like buying entirely new software “I have to pay [Company X] to come install each upgrade, which is mandatory. We had to close down the business for three days and it would happen again 18 months later. And it’s difficult to train new employees to use it.” - VP, Operations, Equipment Reseller Example

10  Software is running on outdated platform (still on DOS?)  Not compatible with desired Operating Systems (eg. Windows Vista, Linux)  Not compatible with standard business software (eg. no easy export to Excel, no contact sync with Outlook)  Does not integrate with other critical software used in your business (eg. CRM, e-commerce, scheduling, shop-floor control, etc.) 5 Signs You Need Better Business Software IV. Incompatible/Poor Integration With Other Software “Moving off of a DOS-based system has been a big improvement. People are so much more oriented to using Windows, we’ve found that it’s much easier to train employees and for them to use the system than it was with [Product X].” – Administrative Director, Medical Office Example

11 5 Signs You Need Better Business Software V. Limits Your Growth  Does not offer the capacity to track all your data current and past year  Does not offer the number of simultaneous users you need or will need  Cannot easily add more simultaneous users  Not easy to upgrade (eg. requires installing new database or reconfiguring custom settings) “With [Product X], we had been using it for many years and we accumulated a lot of data. To keep the file size manageable, we only had access to the current year’s data. Even so, it kept locking up on us.” – Owner, Petroleum Firm Example

12 Today’s Topics  5 Signs You Need Better Business Software  How To Justify A New Software Purchase  About QuickBooks Enterprise Solutions  What You Can Do Next

13 How To Justify A New Software Purchase Higher revenue and business growth + = + Easier access to critical information about your business Tighter controls (inventory, receivables, user access) leading to greater efficiency Happier and more productive employees

14 Today’s Topics  5 Signs You Need Better Business Software  How To Justify A New Software Purchase  About QuickBooks Enterprise Solutions  What You Can Do Next

15 About QuickBooks Enterprise Solutions  Intuit key facts  Established in 1981  #1 small to mid-size business financial software provider  Trust-worthy and financially stable  3.7 million active QuickBooks users  Customer-driven product and innovation

16 About QuickBooks Enterprise Solutions EASE + VALUE Scalable For Growth SQL-Driven Reporting Advanced User Permissions

17 Advanced User Permissions Allow or restrict your users to access over 115 individual reports, bank accounts, lists and activities in Enterprise Solutions Customize each user's access level to view- only, create, modify, delete, print or any combination thereof View the permissions report to know which users have access to what

18 About QuickBooks Enterprise Solutions EASE + VALUE New in Version 8.0! Scalable For Growth SQL-Driven Reporting Advanced User Permissions Payroll & Merchant Services Remote Access Advanced Inventory

19 Velocity: Advanced Inventory Management  Multi-Location Inventory  Serial/Lot Tracking  Bar Coding  Recall Tracking  Build Assemblies  Integrates exclusively w/Enterprise Solutions 8.0  Web Based  Affordable!  Free Unlimited Support from Intuit Velocity Inventory™ for Enterprise Solutions * Monthly fees apply

20 About QuickBooks Enterprise Solutions EASE + VALUE New in Version 8.0! Scalable For Growth SQL-Driven Reporting Advanced User Permissions Payroll & Merchant Services Remote Access Advanced Inventory EDI Integration

21 TrueCommerce: Electronic Data Interchange * Monthly fees apply Provides an efficient and scalable way to automate order processing Gives you the capability to easily setup and process EDI transactions directly from within Enterprise Solutions Now included in Enterprise Solutions at no additional cost

22 About QuickBooks Enterprise Solutions EASE + VALUE New in Version 8.0! Scalable For Growth SQL-Driven Reporting Advanced User Permissions Payroll & Merchant Services Remote Access Advanced Inventory Compatible With Linux Enhanced Outlook Integration Easier Data Import EDI Integration

23 Unmatched ease of use and performance Mission-critical functionality Unlimited tech support* Strong compatibility with necessary software Scales with your business growth About QuickBooks Enterprise Solutions * With active Full Service Plan.

24 About QuickBooks Enterprise Solutions Enterprise Solutions starts at just $3,000 for a 5-user license and can accommodate up to 20 users. This includes a one year membership to the Full Service Plan, which includes: Training A support team dedicated to your company 24x7 product support Automatic upgrades Reporting services and more Full Service Plan renewal starts at $750 per year. Other systems can cost tens of thousands of dollars more for the software licenses, implementation, training, and ongoing support and upgrades. Save Thousands with QuickBooks Enterprise Solutions

25 About QuickBooks Enterprise Solutions QuickBooks Enterprise Solutions 8.0 Alternative Multi-User Systems* 10-User Software License$5,000$20,000 - $40,000 Implementation FeesOptional$16,000 - $50,000 Training FeesIncludedAdditional costs Annual Technical Support Fees Included with Full Service Plan $8,000 - $20,000 Annual Maintenance Fees (Upgrades) $1,200$3,500 - $21,000 Total 3 Year Cost of Ownership ~$7,500$90,000 - $150,000 * From a study of several mid-market accounting software providers conducted in May 2007.

26 Today’s Topics  5 Signs You Need Better Business Software  How To Justify A New Software Purchase  About QuickBooks Enterprise Solutions  What You Can Do Next

27 What You Can Do Next  Request a live product demonstration from a local Solution Provider:  Speak to an Intuit consultant: (866) 379–6635  Visit to learn morewww.qbes.com

28 Questions & Answers  We invite you to participate in the Q & A session:  Type your questions in the Q & A box on the right side of the screen  Simon and Andrew will respond in real-time to your questions  An archived copy of the entire webinar, including the Q & A, will be available at: If your question is not addressed today, at any time you can your questions to: A QuickBooks Enterprise Solutions expert will respond.

29 Thank you for joining us! This webinar has been sponsored by:  Business management software that delivers the power and functionality your business needs  Ease of use that you and your employees will welcome  Manage your business finances, inventory, customers, vendors and employees  Costs much less than other more complicated software systems More information can be found at: