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CNG-Books by Cabinet NG“Going Paperless” starts in Accounting

Solution Introduction

Jon ClarkVP Sales

(800) 621-6501jclark@cabinetng.com

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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 QuickBooks Enterprise outgrows their desktop scanning application and requires a scalable, networked solution with workflow built-in

e. All of the above

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Location: Knoxville, TN

Employees: 500+ (20 restaurants)

Business: Large Pizza Franchisee

Founded: 1985

CNG Customer: 2005

Challenges: Finding a filing solution

compatible with QuickBooks Supporting multiple stores

across multiple states Storing all documents related to

each company, vendor or customer

Result: Cabinet NG minimized Result: Cabinet NG minimized entry errors, reduced filing entry errors, reduced filing

labor, and improved labor, and improved accounting efficienciesaccounting efficiencies

“We were looking for a paperless filing system that was

compatible with QuickBooks, and Cabinet NG is the one!”

Doug Harris, Papa John's Pizza Franchisee

Client Profile: Papa John’s Pizza

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“With CNG-Books, we only touch the paper once and can pull it up

directly in QuickBooks.”

Bill Lawrence, President

Challenges: Managing all the information Multiple locations HR security Simple Interface to QuickBooks

Result: Result: Cabinet NG gives Cabinet NG gives Bubbles secure access to Bubbles secure access to

their documents and ties into their documents and ties into QuickBooks QuickBooks

Location: HQ: Houston, TX

Employees: 500+

Business: Hand Car Wash

Founded: 1991

CNG Customer: 2005

Client Profile: Bubbles Car Wash

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forfor

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

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Solution Overview

CNG-BooksData entry and document filing in one easy step Transaction entered into

QuickBooks

Documentstored Cabinet NG

CNG-Books Interface

Scanned orElectronic

Bills, checks,Etc.

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Solving Customer Needs

Critical Mid-Market Customer Needs Addressed Integrate document management with QuickBooks 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

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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

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CNG-BOOKS

Templates

Solution Overview

Key Features & FunctionalityComplete out-of-the-box solution

CNG-SAFE

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Solution Overview

Competitive Advantages & Brand Attributes

Leadership & Experience First Document Management and Workflow solution for

QuickBooks EnterpriseQualified Gold Level IDN MemberAward Winning The Sleeter Group’s Awesome Add-On for 2006Cabinet 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 QuickBooks interface and CNG-SAFE 1

user license and remote installation support (provided by appointment)

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Solution Demonstration

Live D

emo

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Resources Available

Marketing, sales and support:• Online resource site• Marketing collateral• Case studies• Product reviews• Technical support• Training• Sales support

Cabinet NG offers Two Programs• CNG-Books Advisor – referral program• Cabinet NG VAR – reseller program

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Key Contacts

Channel ProgramJon Clarkjclark@cabinetng.com(800) 621-6501

Technical Supportwww.cabinetng.com/services/support.phpsupport@cabinetng.com(800) 621-6501

Web Sitewww.cabinetng.comwww.cabinetng.com/products/cng_books.php