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The Cloud Migration & Digital Services (App Advisory) Scorecard

Are you getting the most out of your Cloud Accounting Adoption? Do you have a consistent and predictable App Advisory strategy for your accounting firm?


This scorecard is based on the 8 foundations of a consistent and predictable Cloud Adoption & App Advisory Strategy. When you can put a yes next to all 8 of these questions, you'll be in a position to build an efficient workflow with your cloud adoption & generate significant revenue from the app advisory work that you're doing.


Complete this quick scorecard to identify your strengths and prioritise the areas where you still need to spend some time implementing.

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Question 1 of 13

1. How efficient is your cloud accounting adoption?

 

Note - (% relates to the % of your clients that it applies to e.g. Bank feed connected < 50% means less than 50% of your clients have bank feeds connected to their cloud accounting platform)

 

You can choose scores of 2 and 4 if you are somewhere in the middle of the other levels.

A

1 - Cloud accounting in place < 50% | Bank feed connected < 50% | Invoice automation connection < 50% | Processing frequency monthly < 50%

B

2

C

3 - Cloud Accounting in place >50% | Bank feed connected >50% | Invoice Automation connection >50% | Processing frequency monthly minimum >50%

D

4

E

5 - As Score 3 but with elements of >50% of their clients connected to any of: Payments, Expenses, Credit Control, Cashflow, Approvals, Reporting.

Question 2 of 13

2. Do you have a Finance Function App-Stack in place for:

 

You can choose scores of 2 and 4 if you are somewhere in the middle of the other levels.

A

1 - Cloud Accounting | Invoice Automation | Diagnostic Tool

B

2

C

3 - Cloud Accounting | Invoice Automation | Diagnostic Tool | Payments | Expenses | Credit Control | Cash-flow

D

4

E

5 - Cloud Accounting | Invoice Automation | Diagnostic Tool | Payments | Expenses | Credit Control | Cash-flow | Reporting | Finance/Funding | Operational sector-based system

Question 3 of 13

3. What App Advisory services do you have in place?

 

Note - Services are offerings that you can offer to clients as and when opportunities arise. 

 

You can choose scores of 2 and 4 if you are somewhere in the middle of the other levels.

A

1 - Non documented/repeatable services in place (such as): Cloud Conversion | Digital Health-checks/MOT’s | App Implementation/Training/Support

B

2

C

3 - Partially documented/repeatable services in place (such as): Cloud Conversion | Digital Health-checks/MOT’s | Full Finance Function Review | Credit Control Review | App Implementation/Training/Support

D

4

E

5 - Fully documented/repeatable services in place (such as): Cloud Conversion | Digital Health-checks/MOT’s | Full Finance Function Review | Credit Control Review | App Implementation/Training/Support

Question 4 of 13

4. What App Advisory processes do you have in place?

 

Note - Processes are clear guidelines you and your team members can follow in order to deliver these services

 

You can choose scores of 2 and 4 if you are somewhere in the middle of the other levels.

A

1 - Non documented/repeatable processes in place (such as): Cloud Conversion | Digital Health-checks/MOT’s | App Implementation/Training/Support

B

2

C

3 - Partially documented/repeatable processes in place (such as): Cloud Conversion | Digital Health-checks/MOT’s | Full Finance Function Review | Credit Control Review | App Implementation/Training/Support

D

4

E

5 - Fully documented/repeatable processes in place (such as): Cloud Conversion | Digital Health-checks/MOT’s | Full Finance Function Review | Credit Control Review | App Implementation/Training/Support

Question 5 of 13

5. Do you have any App Advisory pricing in place for your services?

 

You can choose scores of 2 and 4 if you are somewhere in the middle of the other levels.

A

1 - Pricing not confirmed for App Advisory Services

B

2

C

3 - Pricing confirmed for App Advisory Services but not widely known around the firm

D

4

E

5 - Pricing confirmed for App Advisory Services and communicated across the firm

Question 6 of 13

6. What resourcing do you have in place to help with cloud and app projects?

 

You can choose scores of 2 and 4 if you are somewhere in the middle of the other levels.

A

1 - Whoever in the firm picks it up as and when

B

2

C

3 - Dedicated team/individual but not a specific role on its own – they do cloud alongside other tasks/responsibilities

D

4

E

5 - Dedicated team/individual that covers Strategy, implementation and KPI tracking

Question 7 of 13

7. Do you have any targets in place for cloud adoption?

 

Note - Cloud adoption refers to increasing the number of your clients using cloud accounting and the surrounding cloud ecosystem

 

You can choose scores of 2 and 4 if you are somewhere in the middle of the other levels.

A

1 - No

B

2

C

3 - Yes, but not monitored

D

4

E

5 - Yes, and regularly monitored

Question 8 of 13

8. Do you have any targets in place for App Advisory?

 

Note - App Advisory targets refer to revenue KPI's, and app adoption amongst clients.

 

You can choose scores of 2 and 4 if you are somewhere in the middle of the other levels.

A

1 - No

B

2

C

3 - Yes, but not monitored

D

4

E

5 - Yes, and regularly monitored

Question 9 of 13

9. Is there anything specifically right now that you're looking for advice and guidance on?

Question 10 of 13

What is your job title?

Question 11 of 13

How many employees do you have?

A

Solo

B

2-10

C

11-20

D

21-50

E

51-100

F

100+

Question 12 of 13

Number of clients?

Question 13 of 13

Number of clients on cloud accounting?

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