Case Studies
FROM PAGE
34
Commencement date: Mid-2008
On record: Chief operating officer John
Nicholas
Challenge/objective: The firm needed
a “reasonably inexpensive” way to reduce
paper and the time tax pros took having to
scan documents from one central scanner in
the office. The decision was made that they
needed a document management system
and more scanners for everyone to use.
Process: The firm has various commit-
tees ranging from tax to technology. Ev-
eryone met at once and made the decision
to adopt a good document management
system, which ultimately necessitated the
use of cost-effective scanners. “We had not
been using document management software
before, so we had to do some research and
found these to be the best, most simple and
cost-effective solutions for us,” said Nicholas.
“This approach necessitated use of multiple
scanners. Initially we didn’t order 100, but
once we saw how easy eFileCabinet was [to
use] and ScanSnap to facilitate it, it didn’t
take long to push out.”
feet of file cabinets from the hallways.
Next steps: The firm still has offsite storage, but said that it has been dramatically
reduced, and that it would eventually like to
do away with it. In addition, the firm is looking to increase its use of its central document
processing and is currently pushing financial
statements and payroll documents through.
Finally, the firm would like to see all of its tax
professionals focus more on reviewing returns, rather than data entry.
Up the curve
Firm: Hack CPA / Wausau, Wis.
Size:
7 people
Product: FileCabinet CS (Thomson
Reuters)
Amount spent: $2,700
Commencement date: February 2010
On record: Tricia Nielsen, CPA
Challenge/objective: To become more
efficient and save space by going paperless, reducing the growing piles of archived
See CASE STUDIES on
36
technews
DELTEK OFFERS BUSINESS
INTELLIGENCE FOR
PROFESSIONAL SERVICES FIRMS
HERNDON, VA. — Enterprise resource
planning software maker Deltek Inc. has
released a new version of Deltek Maconomy Analytix, a business intelligence
product aimed at professional services
firms that integrates with the Deltek
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system. The new product is designed to
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research organizations and law firms with
live business reporting, an ad hoc query
tool, and analytical capabilities. It also offers an interface with formatting capabilities and a Microsoft Office toolbar.
A cross-industry group of customers have been using the new release of
Maconomy Analytix to test the capabilities that helped define the new version of
the business intelligence system.
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