CNG-Books by Cabinet NG “Going Paperless” starts in Accounting Solution Introduction Jon Clark VP Sales (800) 621 -6501 jclark@cabinetng. com Intuit Confidential
Multiple Choice Test 1. Which of these events actually occurred and led to an eventual purchase of our system? a. An office administrator spends a full 8 hour day searching for a single document in the company’s document storage “shed” b. A medical office wants to add an exam room but has zero open office space because of rooms full of patient records c. A COO needs to find a way to help his A/P person become more productive and happier in their job d. A company using Quick. Books Enterprise outgrows their desktop scanning application and requires a scalable, networked solution with workflow built-in e. All of the above Intuit Confidential 2
Client Profile: Papa John’s Pizza Challenges: § Finding a filing solution compatible with Quick. Books § Supporting multiple stores across multiple states § Storing all documents related to each company, vendor or customer “We were looking for a paperless filing system that was compatible with Quick. Books, and Cabinet NG is the one!” Doug Harris, Papa John's Pizza Franchisee Location: Knoxville, TN Employees: 500+ (20 restaurants) Business: Large Pizza Franchisee Founded: 1985 CNG Customer: 2005 Intuit Result: Cabinet NG minimized entry errors, reduced filing labor, and improved accounting efficiencies Confidential 3
Client Profile: Bubbles Car Wash Challenges: § Managing all the information § Multiple locations § HR security § Simple Interface to Quick. Books “With CNG-Books, we only touch the paper once and can pull it up directly in Quick. Books. ” Location: HQ: Houston, TX Employees: 500+ Business: Hand Car Wash Founded: 1991 CNG Customer: 2005 Bill Lawrence, President Result: Cabinet NG gives Bubbles secure access to their documents and ties into Quick. Books Intuit Confidential 4
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 Intuit Confidential for 5
Solution Overview CNG-Books Data entry and document filing in one easy step Scanned or Electronic Bills, checks, Etc. Transaction entered into Quick. Books CNG-Books Interface Document stored Cabinet NG Intuit Confidential 6
Solving Customer Needs Critical Mid-Market Customer Needs Addressed Integrate document management with Quick. Books 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 Intuit Confidential 7
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 Intuit Confidential 8
Solution Overview Key Features & Functionality Complete out-of-the-box solution CNG-SAFE Templates CNG-BOOKS Intuit Confidential 9
Solution Overview Competitive Advantages & Brand Attributes Leadership & Experience First Document Management and Workflow solution for Quick. Books 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 Quick. Books interface and CNG-SAFE 1 user license and remote installation support (provided by appointment) Intuit Confidential 10
Solution Demonstration o e v i L Intuit D m e Confidential 11
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 Intuit Confidential 12
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/products/cng_books. php Intuit Confidential 13
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