DIGITAL BUSINESS TOOLKIT

It does not matter whether you like to call it Cloud, Digital Technology, Artificial Intelligence, it all means the same and equates to there being a better, quicker, faster modern way of delivering your products and services to your clients. At the centre of all this is Cloud Computing and your Digital Business Toolkit.

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Don't let numbers get in the way of productivity. Streamline your business for success.

What is a Digital Business Toolkit?

It does not matter whether you like to call it CLOUD, DIGITAL TECHNOLOGY, ARTIFICIAL INTELLIGENCE it all means the same and equates to there being a better, quicker faster, modern way of delivering your products and services to your clients. At the centre of all this is CLOUD COMPUTING. It requires the use of a desktop computers, laptops or mobile devices like smart phones or tablets.

It also requires Software as a service (SaaS) products that performs various functions within your business to replace the need for manual intervention by you or your team. SAAS is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted by the software supplier at a designated data centre strategically placed in multiple locations around the world to safeguard your data. It is often referred to as "on-demand software" and you use it for as long as you require the software and continue to pay the monthly subscriptions.

All cloud-based software is charged as a monthly subscription and come at a considerably lower cost than the cost of an employee on an hourly rate and the best thing of all the software once set up correctly will perform all the tasks that drive you and your team nuts and bog you down from doing what you do best. The software will continue to function without having to take a break, go on annual leave and will make you and your team look good when it comes to delivering exceptional good when it comes to delivering exceptional service to your clients.

What would a typical toolkit look like for someone in the Financial services industry?

  • Cloud-Based Accounting Software
  • Cloud-Based Document Management Software (go paperless)
  • Cloud-based industry-specific workflow software to drive your process and allows you to lodge BAS & TAX returns
  • Cloud-based Service desk for allocation of jobs, tasks and reminders to manage all inbound and outbound communications in the business (global overview of all activity across the entire operation) Never miss a deadline again!
  • Cloud-based Automated Email system linked to service desk so anyone in your organisation can respond to enquiries
  • Cloud-based Automated telephone system linked to service desk so anyone in the organisation can call clients back
  • Cloud-based Automated marketing system linked to service desk
    A digital dashboard that will give the partners an aerial view of the entire practice

All cloud-based software is charged as a monthly subscription and come at a considerably lower cost than the cost of an employee on an hourly rate and the best thing of all the software once set up correctly will perform all the tasks that drive you and your team nuts and bog you down from doing what you do best. The software will continue to function without having to take a break, go on annual leave and will make you and your team look good when it comes to delivering exceptional good when it comes to delivering exceptional service to your clients.

We recommend that you follow these basic steps towards digital change:

  1. Book a Discovery Session if you are very new to building a practice or don't know much about digital technology
  2. Book a Strategy Session if you are an established practice and want to take the next step towards digital transformation
  3. Order your Digital Technology Audit so we can discover what software and systems you are currently using and provide you with a comprehensive list of features you need to introduce into a modern practice and what purpose they will serve in your practice.
  4. Order your Digital Business Toolkit and we take the information that we collected from your Technology Audit and collate a comprehensive list of Software applications your practice will need to gain all the efficiencies you need and meet all your client obligations and. Most importantly it will set you on your path to FREEDOM from being chained to your desktop

Talk to us About a Digital Business Toolkit Today

All cloud-based software is charged as a monthly subscription and come at a considerably lower cost than the cost of an employee on an hourly rate and the best thing of all the software once set up correctly will perform all the tasks that drive you and your team nuts and bog you down from doing what you do best. The software will continue to function without having to take a break, go on annual leave and will make you and your team look good when it comes to delivering to delivering exceptional service to your clients.

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We are Xero Specialists

Our team have worked with Xero as well as implemented Xero's suite of products across industry sectors.

Our Friendly Team

Our friendly team are specialists in Xero Practice Management and Digital Toolkit implementation, configuration and support.

Centre of Excellence

We continually strive towards being your centre of excellence for best practice software cloud implementation and support.


 

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