ExSTRM*
Solutions for Your Firm
"We believe that ExSTRM
Solutions are needed to get everyone in the firm to see the same vision
of opportunity and capitalize on them on an ongoing basis." Roman
H. Kepczyk, CPA.CITP
*Executive Strategic Technology
Resource Management
- ExSTRM Technology Review:
One-day onsite review and interviews with key practice personnel to
high-light current situation and evaluate IT opportunities and direction
(Details/Pricing)
- ExSTRM Vision Program:
Custom on-site development of your Firm's comprehensive technology
plan and budget (Details/Pricing)
- ExSTRM Partner Program:
We've partnered with the accounting profession's leading network
integrator-Xcentric to offer a
comprehensive technical network analysis in conjunction with our
ExSTRM Technology Review(Details/Pricing)
- ExSTRM Vision Alert:
Our free electronic report to build today’s technology visionaries
and keep them in tune with tomorrow’s technology opportunities.
Read our latest issue
of ExSTRM Vision Alert
ExSTRM
Technology Review:
The ExSTRM Technology Review process summarizes the firm’s information
technology infrastructure, highlights weaknesses and provides recommendations
for immediate implementation based on the firm’s business direction
and existing equipment and software.
It requires the client complete
the ExSTRM Inventory form prior to our visit, and make staff available
throughout the onsite visit (usually one day) for interviews. Two to five members from Tax, Audit,
Accounting, Administration, and network support must each attend
interviews, and the owners must attend a two-hour education/summary
of findings session at the conclusion of the ExSTRM Technology Review.
This is followed up with a detailed written report within three business
days that lists specific recommendations and areas where the firm is
already excelling. The ExSTRM Technology
requires one day on-site and one and a half days offsite to complete.
The ExSTRM Technology Review
process is $7,500 plus expenses for firms with greater than 70
personnel/workstations or three locations, $6,750 for firms with between 40 and 70
personnel/workstations, and $6,000 for firms with less than 40
members/workstations through April 15, 2011.
ExSTRM
Vision Program:
Your Vision Program encompasses the development of your comprehensive
Plan and Budget and builds on the ExSTRM Technology Review, which must
be completed prior to the Vision Program. The process entails an in-depth interview of key management
and technology personnel, to understand not only their current issues,
but also to educate them on today’s technology direction. This
will allow them to "see" and create the vision of what their
firm will become.
The Vision program is custom-tailored
to each client depending on specific needs, and entails the education
and interviewing of the majority of the staff. The deliverable is a
two-year technology plan and budget with specific action steps and personnel
assignments.
Specific recommendations
regarding action items, timelines and equipment are also included in
the budget. The use of InfoTech Partners’ experienced facilitators
reduces the time consuming process of developing the program from a
few weeks or months to days.
The fee for the Plan and
Budget is calculated on the number of workstations/FTE personnel and the number
of offices in the Firm. Days are estimates of person days required of
InfoTech Partners. For Firms with more than 125 personnel and/or four
offices, please call (480) 706-1728 for pricing.
ExSTRM Vision Plan/Budget Pricing(through
April 15, 2011):
ExSTRM
Vision Partner Program:
ITPNA has partnered with Xcentric,
the nation's leading technology provider to CPAs, to provide a combined
technical network assessment addressing infrastructure & stability
challenges along with an ExSTRM managerial workflow assessment. This
assessment will guide firms through all major areas of their technology
initiatives and will provide the framework for firms to become a
flagship firm as far as technology is concerned. By combining the
assessments into one process the firm will save $4,000 off traditional
assessment prices, please see pricing schedule below.
Xcentric
assessment pricing schedule
Main
office:
1-39FTE $2,000
40-69 FTE $2,500
70-99 FTE $3,000
100+ FTE $3,500
Add $500 for each additional office to be assessed.
All prices
are quoted in US Dollars and are subject to change until services contracted.
Contact Us:
ITPartner@itpna.com
