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Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template...

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The perfect digital accountancy firm Herman van Leeuwen
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Page 1: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

The perfect digital

accountancy firmHerman van Leeuwen

Page 2: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

20-3-2018

Add new services

based on business

data to stay relevant

and make more

money

Page 3: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

Our Vision

What

happened?

Why did it

happen?

What will

happen?

How can we

make it

happen?

Valu

e

Data

Descriptive

analytics

Predictive

analytics

Prescriptive

analytics

Diagnostic

analytics

Page 4: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

What

happened?

Why did it

happen?

What will

happen?

How can we

make it

happen?

Robotization New services

Our Vision

Page 5: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

Robotization New services

Our platform

Dynamics365

Business

Central

Dynamics365

Operations

Smart

OCR

Advanced

BANKING

Master

DataManagement

Accountant

Control

Center

Page 6: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

accessible trough a single dashboard

D365 BC

OneBizz

Launch Q2-2018

Page 7: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

In a repeatable way

• Billing and provisioning platform

• Set-up integration/runbooks

• Role based dashboards

• Training tooling

• Template deployment

• Implementation runbooks

• Master data management

• Intelligent process automation (IPA) and monitoring

20-3-2018

D365 BC

OneBizz

Launch Q2-2018

Page 8: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

End-Customer benefits

• More relevant contact with accountant

• Together looking forward

• Always and everywhere insight into my company's status

• Being able to anticipate developments quickly

• No questions about history, accountant knows everything about my company

• 100% focus on business

20-3-2018

Page 9: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

Accountancy benefits

• New services

• More relevant contact with the end-customer

• Earlier advisory chances

• More work automated

• Better load balancing over the year

• Logical invoice moments

• Lower work in progress

20-3-2018

Page 10: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

Robotization

Master

Data

Accountant

Control Center

End

CustomerEnvironment

End

CustomerEnvironment

End

CustomerEnvironment

N

Data and notifications

Examples:

▪ Exceptions OCR recognition

▪ Overdue invoices

▪ Spot Ghost Invoices

▪ Cash ratio’s thresholds

▪ Vendor master data

Page 11: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

IT Services

Financial

Advice

Business

Advice

Prescriptive

Advice

New servicesV

alu

e

Data

>3K

>1K

>1K

>1K

Annual per SME end-customer

Page 12: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

Page

New channel

ISVONEBIZZ

VALUE

ADDED

DISTRIQBS GROUP

Who?

OCR

BANKING

MDM

DASHBOARDS

TEMPLATES

TRAINING

COACHING

MSFT CSP

BILLING

SUPPORT

What?

RESELLERThe perfect

digital

accountancy

firm

END

CUSTOMER

IMPLEMENT

SUPPORTMAINTENANCE

ADVISE

Note: BPO model also supported

Page 13: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

Facts & Figures

1:1Conversion ratio lead-order

>30%Reduction of bookkeeping

costs

12 hrsTime to live per SME customer

>4KAnnual revenue increase

per SME customer

1 monthTraining to become a

“process operator”

Page 14: Herman van Leeuwen accountancy firm · •Role based dashboards •Training tooling •Template deployment •Implementation runbooks •Master data management •Intelligent process

Thanks for your

attention!

Microsoft Value Added Distributor

Business Solutions

500 Partners

20 Countries

Partner support

Training

Knowledge center

Transformation Program

Software solution

Powered by Microsoft

Advanced Banking

Smart OCR

Integration

Master Data Management

Accountant Control Center

Templates and Simple dashboards


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