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© British Telecommunications plc Practice Engine 2013 User Conference – Atlanta GA -- WELCOME --

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Presentation on theme: "© British Telecommunications plc Practice Engine 2013 User Conference – Atlanta GA -- WELCOME --"— Presentation transcript:

1 © British Telecommunications plc Practice Engine 2013 User Conference – Atlanta GA -- WELCOME --

2 © British Telecommunications plc Practice Engine – “State of the Nation” address 2013 has been another fantastic year ! Three more US-top-100 firms order Practice Engine Several early adopters install TRCS (PE Tax/Workflow) US office opens in Atlanta and new staff are hired We take more market share from established vendors Version 9 takes shape, and delivers stunning performance

3 © British Telecommunications plc Our firm has very clear goals to give a great service to our clients to deliver the best technical solution available to lead the field in performance, scalability & reliability to build a strong community of PE clients to share with them a vision as to what is possible to steadily increase our market share in top-100 firms and make the PE applications affordable to all

4 © British Telecommunications plc We passed the target for a US service base Practice Engine Systems Inc is our new service entity, based in Atlanta. We have hired experienced staff who will bring fresh ideas and great technical skills, to further improve our customer service THRESHOLD

5 © British Telecommunications plc Is hyperbolic growth a cause for concern ? We have to stay ahead of the curve to provide a high level of service to our clients… …so we investigated the growth profile to ensure we will be properly staffed in 2015 and beyond “Uncontrolled growth would pose a great risk to our firm, as it would impact our ability to meet our service objectives”

6 © British Telecommunications plc The analytics show an interesting picture The growth IS exponential, but the main drivers are: we win bigger clients each year our existing clients are growing through mergers and acquisitions Practice Engine offers a great solution to grow your firm… YearClientsLargestLatestGrowth % % % % No change % ,000

7 © British Telecommunications plc Practice Engine – growing quietly, strongly 46% growth YOY in 2012, 43% growth YOY in 2013

8 © British Telecommunications plc Where are we gaining market share ? - FirmsOfficesStaff%AvgGains from competitors %390CCH Practice 6261, %262CCH Advantage 15795, %339Subtotal CCH 6271, %191CS Practice %181PowerPM %300Mize Hauser %56Don’t Know %243

9 © British Telecommunications plc Why are we gaining market share ? Our technology is modern (web/SQL not client-server) Our applications are easy to deploy and robust Our solution is totally scalable to many thousands of staff Our price point is affordable for every size of firm Our new V9 release will operate on any device*, anywhere Our customer service is very responsive/reactive Our community of users is proactive and supportive Our client referrals and references are beyond compare

10 © British Telecommunications plc Practice Engine – one solution for every size FirmsOfficesStaff% Average # staff 4533, %985Large Firms (Top 50) 7311, %270Midsize Firms (Top ) 18411, %101Smaller firms (many in top 200)

11 © British Telecommunications plc Practice Engine - Boomer Consulting sponsor FirmsOfficesStaff% Average # staff 12653, %296BOOMER CIRCLE MEMBERS Many of our new orders come from firm-to-firm referrals at the Boomer Circle summits and meetings We have a sales force that is second to none… our clients

12 © British Telecommunications plc

13 Practice Engine – US Top-100 firms FirmsOfficesStaff% Average # staff 11845, %530US TOP-100 FIRMS #100OfficesStateTOP-100 CLIENTS 725KSCBIZ 2711ALWarren Averett 484COEKSH 4913MSHorne 522GAHabif Arogeti & Wynne 664CTBlum Shapiro 688OHClark Schaefer Hackett 693GAFrazier & Deeter 744FLBerkowitz Pollack Brant 796CASinger Lewak 984NJWiss

14 © British Telecommunications plc

15 We have major plans for 2014 V9 (HTML5 release) will be available to all firms..It is strategically important that you plan for this TRCS (PE tax/workflow) will be available to all firms..It is strategically important that you plan for this A new PE transaction-broker makes integration easier.. This helps ensure data consistency and integrity Our “Special Portfolios” will replace most reports.. as this is an excellent Business Intelligence tool Some “PE Document” features will be activated soon..This is an important indication of our future direction

16 © British Telecommunications plc Some Customer quotes on our technology : Practice Engine uses a web based client requiring no installation on the workstation “There is no client to install and support. It works from ANYWHERE” “It’s FAST... SQL, a web server and a web browser is all you need” “The open SQL database allows easy integration with other systems” “Because of the open architecture the integration with other products/services is much easier” “There is an incredible amount of data that is really just at your finger tips”

17 © British Telecommunications plc We are on target in all the key areas Three quotes from last conference: “the next order will take us to our first goal of 5,000 licenses in the USA “ “ the next goal is 10,000 by 2015)” “most likely we will open a new location in 2013” Our five key goals for 2014 are to: continue onward, and upward extend and improve the PE applications reorganize the group structure work closely with our clients increase our brand strength

18 © British Telecommunications plc Practice Engine - US Clients Practice Engine – it just keeps getting better


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