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CNG-Books by Cabinet NG “Going Paperless” starts in Accounting

CNG-Books by Cabinet NG “Going Paperless” starts in Accounting. Solution Introduction. Jon Clark VP Sales (800) 621-6501 jclark@cabinetng.com. Multiple Choice Test. Which of these events actually occurred and led to an eventual purchase of our system?

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CNG-Books by Cabinet NG “Going Paperless” starts in Accounting

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  1. CNG-Books by Cabinet NG“Going Paperless” starts in Accounting Solution Introduction Jon Clark VP Sales (800) 621-6501 jclark@cabinetng.com

  2. Multiple Choice Test • Which of these events actually occurred and led to an eventual purchase of our system? • An office administrator spends a full 8 hour day searching for a single document in the company’s document storage “shed” • A medical office wants to add an exam room but has zero open office space because of rooms full of patient records • A COO needs to find a way to help his A/P person become more productive and happier in their job • A company using QuickBooks Enterprise outgrows their desktop scanning application and requires a scalable, networked solution with workflow built-in • All of the above

  3. Client Profile: Papa John’s Pizza Challenges: • Finding a filing solution compatible with QuickBooks • Supporting multiple stores across multiple states • Storing all documents related to each company, vendor or customer Location: Knoxville, TN Employees: 500+ (20 restaurants) Business: Large Pizza Franchisee Founded: 1985 CNG Customer: 2005 “We were looking for a paperless filing system that was compatible with QuickBooks, and Cabinet NG is the one!” Doug Harris, Papa John's Pizza Franchisee Result: Cabinet NG minimized entry errors, reduced filing labor, and improved accounting efficiencies

  4. Client Profile: Bubbles Car Wash Challenges: • Managing all the information • Multiple locations • HR security • Simple Interface to QuickBooks “With CNG-Books, we only touch the paper once and can pull it up directly in QuickBooks.” Bill Lawrence, President Location: HQ: Houston, TX Employees: 500+ Business: Hand Car Wash Founded: 1991 CNG Customer: 2005 Result: Cabinet NG gives Bubbles secure access to their documents and ties into QuickBooks

  5. What is Cabinet NG? • A software solution that replaces: • File cabinets, folders, paper documents • Scattered shared and local hard drives • Paper forms . . . and more • And automates existing processes: • Filing documents • Retrieving documents • Routing folders • Workflow • To improve: • Efficiency • Compliance • Security • Bottom line for

  6. Solution Overview CNG-BooksData entry and document filing in one easy step Transaction entered into QuickBooks Scanned or Electronic Bills, checks, Etc. CNG-Books Interface Document stored Cabinet NG

  7. Solving Customer Needs Critical Mid-Market Customer Needs Addressed • Integrate document management with QuickBooks • Accelerate standard processes through workflow • Immediate access to client folders and documents • Compliance tool to enforce security and document retention policies Key Requirements for the Right Solution • Must provide opportunity for advisor to add value • Must be easy to use • Must provide immediate benefits with minimum disruption • Must scale with growth • Must interface with other business applications

  8. Target Customer Profile Business Types/Key Industries • Financial Services, Manufacturers, Medical, others Business Size • Employees 20 to 500; 5 or more users • Revenue $1 million and up Organizational Characteristics: • Multiple users requiring immediate retrieval • Number of Locations: Ideal for standalone or networked locations • Departments: Typically start in Accounting and expand into others • Key Workflows/Jobs to Solve: Any movement of paper can be automated for improved efficiency and consistency Typical Business Management Solutions Deployed: • QBES • Microsoft Office – Outlook • Other vertical-specific practice management software

  9. Templates CNG-BOOKS Solution Overview Key Features & Functionality Complete out-of-the-box solution CNG-SAFE

  10. Solution Overview Competitive Advantages & Brand Attributes Leadership & Experience • First Document Management and Workflow solution for QuickBooks Enterprise Qualified • Gold Level IDN Member Award Winning • The Sleeter Group’s Awesome Add-On for 2006 Cabinet NG Brand • The Cabinet NG brand is well recognized and reviewed by industry leaders including: IDC, AIIM International, The CPA Technology Advisor, Small Business Computing, Kodak, etc. CNG-Books Pricing • $995 per user – includes QuickBooks interface and CNG-SAFE 1 user license and remote installation support (provided by appointment)

  11. Solution Demonstration Live Demo

  12. Resources Available Cabinet NG offers Two Programs • CNG-Books Advisor – referral program • Cabinet NG VAR – reseller program Marketing, sales and support: • Online resource site • Marketing collateral • Case studies • Product reviews • Technical support • Training • Sales support

  13. Key Contacts Channel Program Jon Clark jclark@cabinetng.com (800) 621-6501 Technical Support www.cabinetng.com/services/support.php support@cabinetng.com (800) 621-6501 Web Site www.cabinetng.com www.cabinetng.com/products/cng_books.php

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