Businesses accumulate lots of data in the course of their operations. The challenge of storing data securely and efficiently is one that all companies face. One important question to be answered regarding data storage is whether to keep information in the cloud or in a local desktop or on-premise environment. This slideshow discusses considerations that should be made for using cloud storage and for on-premise implementations. eFileCabinet document management software comes in both a cloud-based version and a desktop version. For more information about how to determine which version is best for document management, visit http://www.efilecabinet.com or call 801-374-5505.

1. Wednesday, October 1, 2014 11 AM MST
Paul Conterio
Presenter Trainer
eFileCabinet
Cloud vs. On Premise –
Which is Right For You?

2.  60 Minutes (Education, Q&A)
 Webinar will be recorded
 Participants are muted.
 Ask Questions using the control panel
Administrative Items
 Ask Questions using the control panel
Type your questions here!

3. 3
 Based in Lehi, Utah  Over 135,000 users
Since 2001

4. 4
Since 2001

5. 1. Functionality
2. Cost
3. User interface
4. How to Share files
5. Integrations with other software
6. And much more!
Agenda

6. 1. Definition of Cloud versus On-Premise Applications
2. What is Document Management Solution (DMS) and
What is Document Storage Solution (DSS)
3. How to Decide What is Right for You
4. Q&A
In addition

7. What is a Cloud Application?
SSAE 16

8. What is an On-Premise Application?

9. Software system that is used to store, manage
and track electronic documents and images of
information
The management of documents encompasses 2
main categories of benefits:
Reducing RISK
Increasing PROFITABILITY
Definition of DMS

10. eFileCabinet DMS is Management Focused
Search
Folder Structure
Print from Lacerte to DMS
Desktop Platform
Cloud Platform
Full Test search including OCR
Drag and Drop
File Versioning
Pre-defined Templates and Profiles
Document Retention
Setting Alerts
Audit Tracking
Role-Based Security
Workflow
Integration
eSignature
MS Office
QuickBooks

11. Software system that is used to store and
retrieve (usually online) documents
Definition of DSS

12. 12
Critical Components DropBox DMS
Integration with Business Applications
Paper Capture
Smart Indexing
Security
Document Retention
Summary

13. Cloud vs. On Premise –
Which is Right For You?

14.  Minimal infrastructure of equipment
 Little to no maintenance
 Automatic Backup and disaster recovery
 Physical Security handled by the cloud provider
 More Flexible with the number of machines supporting your services
 Updated code, Fixes and Patches are behind the scene
 Great for small start up business
 Great for covering large geographical areas with multiple offices
 Data stored on someone else’s server
 Internet speed varies
Consider the Benefits
of the Cloud

15. What is the cloud and is it safe?

18. 18
Mobile Apple/Android Apps for eFCO and SecureDrawer

19. Data resides in your network inside your firewall
Speed advantages
Software is yours
Updates are applied to each server and workstation
Back up your own data
Consider the Benefits of On Premise

20. eFileCabinet DMS is Management Focused
Search
Folder Structure
Print from Lacerte to DMS
Desktop Platform
Cloud Platform
Full Test search including OCR
Drag and Drop
File Versioning
Pre-defined Templates and Profiles
Document Retention
Setting Alerts
Audit Tracking
Role-Based Security
Workflow
Integration
eSignature
MS Office
QuickBooks

21. 1. Functionality
2. Cost
3. User interface
4. How to Share files
5. Integrations with other software
6. And much more!
During this webinar, we will compare:

24. “If there are two applications in an accounting or tax practice that
should be joined at the hip, it is the document management system
and the client portal. The nature of the deep relationship between
the two is undeniable.”
Client Portals: Gateway to the Future
Special Feature
From the April/May 2010 Issue

25. Demo Sharing

26. eFileCabinet DMS is Management Focused
Search
Folder Structure
Print from Lacerte to DMS
Desktop Platform
Cloud Platform
Full Test search including OCR
Drag and Drop
File Versioning
Pre-defined Templates and Profiles
Document Retention
Setting Alerts
Audit Tracking
Role-Based Security
Workflow
Integration
eSignature
MS Office
QuickBooks

27. Cabinets
Folders
Documents
Drawers
Tax Clients Individuals
Taylor, Paula
2012
IRS CorrespondenceCorrespondence
20132014
Subfolders
Tax ReturnsSource DocumentsSS Card

28. SS Card
2014
Taylor, Paula
Cabinets
Folders
Documents
Drawers
Subfolders
Paula Taylor SS #Search
Tax Clients Individuals

29. SS Card
Permanent
Taylor, Paula
Human Resources
Cabinets
Folders
Documents
Drawers
Subfolders
Paula Taylor SS #

30. Documents
You Can Search by Name!
You Can Search by Profile!
You Can Search by Indexing & OCR!

31. 31
Mary Martin is Vice
President of Human
Resources & Accounting
Mary because of her role in
the company has access to
both employee medical
and financial records
The Benefit folders contain
employee personal health
information (PHI)

32. 32
Bob Cratchit is Director of
Accounting and reports to
Mary Martin
Bob does not have access
to the benefits folders
containing employee
personal health
information

33. 33
Bob
Director
Mary
Vice President

34. eFileCabinet DMS is Management Focused
Search
Folder Structure
Print from Lacerte to DMS
Desktop Platform
Cloud Platform
Full Test search including OCR
Drag and Drop
File Versioning
Pre-defined Templates and Profiles
Document Retention
Setting Alerts
Audit Tracking
Role-Based Security
Workflow
Integration
eSignature
MS Office
QuickBooks

35. 35
eFileCabinet 2014 Office 2013 integration

36. 36
QuickBooks Integration

37. How to Manage all your files
with Workflow and Alerts

39. What is the Cost of These Options?
Cloud
 Subscription Payments
 Monthly or Annually
 Lower up front cost than On
Premise
 Usually costs more after 3-4
years
On Premise
 Upfront initial price plus
annual maintenance plan
 Maintenance plans are
generally 20% of upfront
purchase price
 Maintenance plan payments
ensure updates, support and
reduced upgrade costs

40. 40
(Valid Until Friday, Oct 3rd 2014)
eFileCabinet Desktop OR eFileCabinet for $540/year
With FREE SecureDrawer
+
FREE Data Migration (50 GB Limit)
+
Free Remote ClassRoom Training
Webinar Special
877-574-5505 or sales@efilecabinet.com

41. Questions

42. Why eFileCabinet DMS is More
SmartVault eFileCabinet
Search
Folder Structure
Print from Lacerte to DMS
Workflow
Audit Tracking
Full Test search including OCR
Cloud Platform
Desktop Platform
Role-Based Security
Setting Alerts
Document Retention
Drag and Drop
Pre-defined Templates and Profiles
File Versioning
Integration
eSignature
MS Office
QuickBooks
Outlook only