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Choosing the Right Cloud
Applications in a Challenging
Economy
                                Cloud Business Applications
Speakers:


     Laurie McCabe
                                        “The cloud gives us
     Partner                             one of the greatest
     SMB Group
                                         opportunities we’ve
                                         seen in a long
     Jagdeep Randhawa                    history of IT trends
     Vice President IT and
     eCommerce
                                         to fundamentally
     CAMICO                              change the way we
                                         work and live.”
     Bill Odell
     Marketing Director
     Dell Cloud Business Applications                  Michael Dell




2        3/12/2012                               Cloud Business Applications
Agenda

• SMB Group: Why SMBs are adopting cloud applications
    – Top Business Challenges
    – Top Technology Challenges
    – Cloud Computing Drivers, Benefits, Considerations


• CAMICO: Cloud adoption case study
    – Business case for cloud applications
    – Evaluation considerations
    – ROI on cloud projects


• Q&A


3             3/12/2012                                   Cloud Business Applications
Polling Question #1
•   What is top business challenge facing your company?


•   Growing revenues
•   Attracting new customers
•   Dealing with uncertain economic conditions
•   Maintaining profitability
•   Improving cash flow
•   Retaining customers
•   Improving employee productivity
SMB Top Business Challenges

                             Grow revenue                                    44%
                                                                              45%
   Deal with uncertain economic conditions                                 42%
                                                                         39%
                 Attracting new customers                                 41%
                                                                                            60%
                      Maintain profitability                     35%
                                                               31%
                         Improve cash flow             21%
                                                                   32%
React quickly to changing market conditions            20%
                                                 14%
                          Retain customers            19%
                                                             26%
            Improve employee productivity             18%
                                               10%
         Attract & retain quality employees           18%
                                                12%
                                                                         Source: SMB Group 2012 Small and Medium
             Improve customer experience          16%                          Business Mobile Solutions Study
                                                 15%                 •   451 Small businesses (1‐99 employees)
                                                                     •   261 Medium businesses (100‐999 employees)
MB     SB
SMB Top Technology Challenges
                    Containing technology related costs                                 33%
                                                                                                     42%

               Implementing new solutions or upgrades                                 31%
                                                                                       32%

                    Keeping my systems up and running                               30%
                                                                                          34%

                       Integrating different applications                       27%
                                                                          23%
       Getting better business insights from the data we                      25%
                         already have                                           27%
Figuring out how different technology solutions can help                  23%
                     my businesses                                                  30%
   Collaborating more effectively within and outside the                21%
                         company                                  17%

                                  Supporting end‐users                  21%
                                                                  16%
      Adding or migrating to cloud‐based software‐as‐a‐            18%
                   service(SaaS) solutions                  12%
                                                                         Source: SMB Group 2011 Small and Medium
 Integrating social media with web site/marketing tools         17%            Business Routes to Market Study
                                                              15% •      472 Small businesses (1‐99 employees)
        MB    SB                                                    •    214 Medium businesses (100‐999 employees)
A Perfect Storm for Cloud Computing
   •               Cloud computing lets you access software, server and storage resources over the 
                   Internet, in a self‐service manner
   •               Instead of having to buy, install, maintain and manage these resources on your 
                   own on‐premise servers, you access and use them over the Internet through a 
                   browser or mobile app
   •               Sometimes you might need to download a small piece of client code, but for the 
                   most part, the real horsepower is supplied by the cloud vendor
Cloud Computing Data




                            Hardware,
                                              Server               Internet             Tablet
                          software, data




                                                                                                       Customer
                         reside at service                         “Cloud”
                                                  Server
       Center




                          provider’s data                                                        Mac
                              center
                                                                                   PC
                          Service provider             Service
                       provides management,            Support
                                etc.                   Backups                 Smartphone
                                                       Etc.
Macro Trends Fueling Cloud Computing




                                       Business 
                     Social                                 Speed
 Mobile                                Analytics 




       Organizations are increasingly focused on business results. 
   IT needs to leverage new technologies to meet business objectives.
Micro Trends Fueling Cloud Growth
                  • Scalability/right‐sizing
                  • Creating new opportunities/entering new markets
     Business     • Merger/acquisition
                  • New regulatory requirements


                  • Lack of IT staff/expertise 
                  • Infrastructure/application consolidation
    Technology    • IT backlog
                  • Need for flexibility


                  • Need to extend to external parties
                  • End‐of‐life/replacement applications
    Application   • “Net‐new” applications
                  • “Real‐time” requirements


                  • Remote/geographically dispersed and mobile users
                  • Requirements for collaboration
      Users       • Mobile requirements 
Applications Moving to the Cloud
  PURCHASED/UPGRADE IN THE LAST 24                             PLANNED FOR NEXT 12 MONTHS
  MONTHS

                      Collaboration                              38%                   40%

               Server virtualization                           35%                  38%

                             Web site                          34%                     39%

              Marketing automation                             34%                           49%

     Business intelligence/analytics                       29%                         39%

 Contact and customer management                           28%             29%

      IT infrastructure management                         28%                32%

              Desktop virtualization                    24%                      34%

                   Accounting/ERP            7%             13%

                             Source: SMB Group 2011 Small and Medium
                                   Business Routes to Market Study
                         •   472  Small businesses (1‐99 employees)
Considerations for Cloud Computing

                          Pricing

            Availability and business continuity

                Data storage and security

               Performance and scalability

             Contractual terms and penalties

                   Service and support

                        Integration

                    Long term planning
Polling Question #2
•    Which of the following applications are you considering deploying
     in the cloud in the next 12 months?

1.   Contact or customer management
2.   Marketing automation
3.   Accounting or ERP
4.   Business intelligence/analytics
5.   Collaboration
6.   Other
7.   Not considering any at this time
Cloud Adoption 
   Case Study
    Jag Randhawa
Vice President, IT and eCommerce
About CAMICO




     •   Professional Liability Insurance for CPAs
     •   Nation’s largest CPA directed Professional Liability Insurer
     •   Founded 26 years ago
     •   Over 8,000 firms
     •   Over 54,000 accountants insured
     •   $64 million in annual premiums
     •   95%+ customer retention rate




14
Current Market Challenges




      •   Soft market due to economy
      •   Highly Competitive market
      •   21 major competitors
      •   Price sensitive customers
      •   Limited market movement




15
Challenges with Existing System




      •   Sales Logix Sales Solution
           • On-premise software
           • Cumbersome, not intuitive to use
           • Not ideal for geographically dispersed sales team
           • Forecasting done in spreadsheets
           • Lack of visibility in sales processes
           • No integration with marketing programs to track ROI




16
Cloud CRM Evaluation




     •   Why Cloud?
          • Support for dispersed sales organization
          • Support for mobile devices – smart phones, tablets
          • Visibility into sales processes and performance
          • Savings from shared infrastructure, and reduced backup
            and DR overhead
     •   Vendors considered
          • Salesforce.com
          • Microsoft Dynamics CRM
          • Oracle CRM On-Demand
          • Insurance-specific CRM solutions

17
New Cloud Sales Solution from Dell




      •   Salesforce.com Sales Cloud
           • Sales Process management
           • Forecasting and Pipeline management
           • Support for mobile devices
           • Integration with existing email marketing solution
           • End-to-end reporting – marketing leads to sales
      •   Dell Implementation and Support
           • Fixed fee, fixed scope implementation
           • Single point of support



18
Expected Benefits




      •   Streamlined Sales Process
           • Lead generation through closed sales
      •   Forecasting and Pipeline Visibility
           • Up to date forecasts and pipeline reporting
      •   Marketing ROI
           • Track and measure marketing campaign ROI




19
Future Cloud Applications




      •   Lead generation services
           • Data.com
      •   Customer Portal
           • Service Cloud with integrated Customer Support portal
      •   Application integration
           • Dell Boomi




20
Dell Cloud
Business
Applications
An end-to-end
solution….




 21   Confidential   Cloud Business Applications
Q&A


22   Confidential         Cloud Business Applications
For More
Information
                         www.smb-gr.com




                         www.camico.com



                           Cloud Business Applications


                    www.dellcloudapplications.com

23   Confidential              Cloud Business Applications
Thank you

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Choosing the Right Cloud Applications in a Challenging Economy

  • 1. Choosing the Right Cloud Applications in a Challenging Economy Cloud Business Applications
  • 2. Speakers: Laurie McCabe “The cloud gives us Partner one of the greatest SMB Group opportunities we’ve seen in a long Jagdeep Randhawa history of IT trends Vice President IT and eCommerce to fundamentally CAMICO change the way we work and live.” Bill Odell Marketing Director Dell Cloud Business Applications Michael Dell 2 3/12/2012 Cloud Business Applications
  • 3. Agenda • SMB Group: Why SMBs are adopting cloud applications – Top Business Challenges – Top Technology Challenges – Cloud Computing Drivers, Benefits, Considerations • CAMICO: Cloud adoption case study – Business case for cloud applications – Evaluation considerations – ROI on cloud projects • Q&A 3 3/12/2012 Cloud Business Applications
  • 4. Polling Question #1 • What is top business challenge facing your company? • Growing revenues • Attracting new customers • Dealing with uncertain economic conditions • Maintaining profitability • Improving cash flow • Retaining customers • Improving employee productivity
  • 5. SMB Top Business Challenges Grow revenue 44% 45% Deal with uncertain economic conditions 42% 39% Attracting new customers 41% 60% Maintain profitability 35% 31% Improve cash flow 21% 32% React quickly to changing market conditions 20% 14% Retain customers 19% 26% Improve employee productivity 18% 10% Attract & retain quality employees 18% 12% Source: SMB Group 2012 Small and Medium Improve customer experience 16% Business Mobile Solutions Study 15% • 451 Small businesses (1‐99 employees) • 261 Medium businesses (100‐999 employees) MB SB
  • 6. SMB Top Technology Challenges Containing technology related costs 33% 42% Implementing new solutions or upgrades 31% 32% Keeping my systems up and running 30% 34% Integrating different applications 27% 23% Getting better business insights from the data we 25% already have 27% Figuring out how different technology solutions can help 23% my businesses 30% Collaborating more effectively within and outside the 21% company 17% Supporting end‐users 21% 16% Adding or migrating to cloud‐based software‐as‐a‐ 18% service(SaaS) solutions 12% Source: SMB Group 2011 Small and Medium Integrating social media with web site/marketing tools 17% Business Routes to Market Study 15% • 472 Small businesses (1‐99 employees) MB SB • 214 Medium businesses (100‐999 employees)
  • 7. A Perfect Storm for Cloud Computing • Cloud computing lets you access software, server and storage resources over the  Internet, in a self‐service manner • Instead of having to buy, install, maintain and manage these resources on your  own on‐premise servers, you access and use them over the Internet through a  browser or mobile app • Sometimes you might need to download a small piece of client code, but for the  most part, the real horsepower is supplied by the cloud vendor Cloud Computing Data Hardware, Server Internet Tablet software, data Customer reside at service “Cloud” Server Center provider’s data Mac center PC Service provider Service provides management, Support etc. Backups Smartphone Etc.
  • 8. Macro Trends Fueling Cloud Computing Business  Social Speed Mobile Analytics  Organizations are increasingly focused on business results.  IT needs to leverage new technologies to meet business objectives.
  • 9. Micro Trends Fueling Cloud Growth • Scalability/right‐sizing • Creating new opportunities/entering new markets Business • Merger/acquisition • New regulatory requirements • Lack of IT staff/expertise  • Infrastructure/application consolidation Technology • IT backlog • Need for flexibility • Need to extend to external parties • End‐of‐life/replacement applications Application • “Net‐new” applications • “Real‐time” requirements • Remote/geographically dispersed and mobile users • Requirements for collaboration Users • Mobile requirements 
  • 10. Applications Moving to the Cloud PURCHASED/UPGRADE IN THE LAST 24 PLANNED FOR NEXT 12 MONTHS MONTHS Collaboration 38% 40% Server virtualization 35% 38% Web site 34% 39% Marketing automation 34% 49% Business intelligence/analytics 29% 39% Contact and customer management 28% 29% IT infrastructure management 28% 32% Desktop virtualization 24% 34% Accounting/ERP 7% 13% Source: SMB Group 2011 Small and Medium Business Routes to Market Study • 472  Small businesses (1‐99 employees)
  • 11. Considerations for Cloud Computing Pricing Availability and business continuity Data storage and security Performance and scalability Contractual terms and penalties Service and support Integration Long term planning
  • 12. Polling Question #2 • Which of the following applications are you considering deploying in the cloud in the next 12 months? 1. Contact or customer management 2. Marketing automation 3. Accounting or ERP 4. Business intelligence/analytics 5. Collaboration 6. Other 7. Not considering any at this time
  • 13. Cloud Adoption  Case Study Jag Randhawa Vice President, IT and eCommerce
  • 14. About CAMICO • Professional Liability Insurance for CPAs • Nation’s largest CPA directed Professional Liability Insurer • Founded 26 years ago • Over 8,000 firms • Over 54,000 accountants insured • $64 million in annual premiums • 95%+ customer retention rate 14
  • 15. Current Market Challenges • Soft market due to economy • Highly Competitive market • 21 major competitors • Price sensitive customers • Limited market movement 15
  • 16. Challenges with Existing System • Sales Logix Sales Solution • On-premise software • Cumbersome, not intuitive to use • Not ideal for geographically dispersed sales team • Forecasting done in spreadsheets • Lack of visibility in sales processes • No integration with marketing programs to track ROI 16
  • 17. Cloud CRM Evaluation • Why Cloud? • Support for dispersed sales organization • Support for mobile devices – smart phones, tablets • Visibility into sales processes and performance • Savings from shared infrastructure, and reduced backup and DR overhead • Vendors considered • Salesforce.com • Microsoft Dynamics CRM • Oracle CRM On-Demand • Insurance-specific CRM solutions 17
  • 18. New Cloud Sales Solution from Dell • Salesforce.com Sales Cloud • Sales Process management • Forecasting and Pipeline management • Support for mobile devices • Integration with existing email marketing solution • End-to-end reporting – marketing leads to sales • Dell Implementation and Support • Fixed fee, fixed scope implementation • Single point of support 18
  • 19. Expected Benefits • Streamlined Sales Process • Lead generation through closed sales • Forecasting and Pipeline Visibility • Up to date forecasts and pipeline reporting • Marketing ROI • Track and measure marketing campaign ROI 19
  • 20. Future Cloud Applications • Lead generation services • Data.com • Customer Portal • Service Cloud with integrated Customer Support portal • Application integration • Dell Boomi 20
  • 21. Dell Cloud Business Applications An end-to-end solution…. 21 Confidential Cloud Business Applications
  • 22. Q&A 22 Confidential Cloud Business Applications
  • 23. For More Information www.smb-gr.com www.camico.com Cloud Business Applications www.dellcloudapplications.com 23 Confidential Cloud Business Applications