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Welcome Members & Non Members 1. Introduction & House Keeping – Anne Brady FCA 2. ICAI IT Services Committee 3. Overview of IT in Practice Survey 08 Findings 4. Today’s Relate Software IT in Practice Seminar

Icai It Committe Survey Findings 08 01 09

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Anne is a Chartered Accountant and Registered Auditor, and one of the more well known practitioners in Ireland. Prior to starting her own firm, Anne trained and worked in KPMG. Anne will chair the events and will present the results of the recent ICAI survey of members in relation to IT

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Page 1: Icai It Committe Survey Findings 08 01 09

Welcome Members & Non Members

1. Introduction & House Keeping – Anne Brady FCA

2. ICAI IT Services Committee

3. Overview of IT in Practice Survey 08 Findings

4. Today’s Relate Software IT in Practice Seminar

Page 2: Icai It Committe Survey Findings 08 01 09

ICAI IT Services Committee

Volunteer Committee – CAs in Practice & Business

Identify members needs

Deliver events and initiatives throughout the year• Spreadsheet Hell• Ian Pearson Futurologist• ‘Ride the Storm’ Seminar• Published Accounts Awards• Relate IT in Practice Seminars• Make IT Secure

Page 3: Icai It Committe Survey Findings 08 01 09

2008 IT in Practice Survey

10 years since last survey (Y2K and Euro Change)

Questionnaire updated with current issues

Survey issued in December 08

3% response rate

Findings indicate a shift in focus from basic tools, awareness & functionality in 1998…

To more technically developed issues like security, legalities, office mobility, broadband, ebusiness and advanced software, online filing and broadband

Page 4: Icai It Committe Survey Findings 08 01 09

IT In Practice Survey – Big IT Issues

Broadband 199

Email as Business Tool 189

Online Filing 185

IT Security 187

Practice Management 169Web Security 158

Integrated Accounting Software 157

Office Mobility 144

Document Management 140

Email Legal Considerations 135

Web Technology 132

Databases 125

Spreadsheets 118

Cost Cutting 105

CRM 101

Page 5: Icai It Committe Survey Findings 08 01 09

Key Learning Areas For Members

Electronic Communication 164

IT Management 136

Office Mobility 118

Risk Management 102

IT and Law 87Internal Audit 46

Selecting & Managing 32

Vertical Markets 20

Generic Product Topics 29

Page 6: Icai It Committe Survey Findings 08 01 09

What Services Do Members Want?

Structured CPD 155

Half Day Seminars 124

Publications on Special Interest Areas 103

Breakfast Briefing 102

Workshop Meetings 94Evening Briefing 78

Electronic Meetings 65

Online Forum & Interaction 58

Networking & Social Events 56

Lunch Meetings 48

Page 7: Icai It Committe Survey Findings 08 01 09

Size Of Your Firm

2- 4 Partners 92

Sole Practitioner 64

5 – 10 Partners 30

20 + Partners 21

11 – 20 Partners 7

Page 8: Icai It Committe Survey Findings 08 01 09

Job Title

Partner 154

Manager 31

Director 12

Senior 9

Other 7

Page 9: Icai It Committe Survey Findings 08 01 09

Describe Your Role in IT Terms?

Decision maker on IT investment 104

User of IT in your daily functions 85

Person charged with operations 18

Consultant engaged in delivering services 6

Page 10: Icai It Committe Survey Findings 08 01 09

Your Primary IT Focus is…

Internal practice operations 160

General Self development 126

Practice client commercial issues 107

Practice client audit issues 97

Understanding your clients IT systems 69Company (non practice) commercial 56

Company (non practice) audit issues 41

IT Consulting 39

Page 11: Icai It Committe Survey Findings 08 01 09

Level of IT Service Within Your Firm

External IT consultants 98

Internal IT specialist personnel 50

Self help 30

Internal non-specialist personnel 22

External systems vendors 16

Page 12: Icai It Committe Survey Findings 08 01 09

Training Your Staff

Do you provide training to your staff?

Yes 142

No 75

At which time intervals?

Annually 68

Quarterly 35

Monthly 21

Daily 13

Weekly 5

Page 13: Icai It Committe Survey Findings 08 01 09

Training Your Clients

Do you provide training to your clients?

No 164

Yes 51

At which time intervals?

Annually 16

Monthly 13

Daily 12

Quarterly 9

Weekly 2

Page 14: Icai It Committe Survey Findings 08 01 09

Your Next IT Investment

Hardware 31

Document Management (paperless office) 27

Mobile Office (office mobility) 12

Computerised auditing 8

Software 6

CRM 6

Website 5

Page 15: Icai It Committe Survey Findings 08 01 09

You Use Software for…

Accounts production 202

Payroll 193

Personal taxation 189

Time recording 185

Corporation Tax 174

Bill Management 171

Company Secretarial 143

Audit 119

Document management 108

CRM 99

Page 16: Icai It Committe Survey Findings 08 01 09

Software Service

Has your software ever had a serious failure or crash that temporarily affected productivity?

No 158

Yes 38

Do you have plans to replace software?

No 168

Yes 43

Do you pay for software maintenance and support?

Yes 166

No 38

Page 17: Icai It Committe Survey Findings 08 01 09

Hardware Service

Has your hardware ever had a serious failure or crash that temporarily affected productivity?

No 148

Yes 53

Do you pay for hardware maintenance and support?

Yes 120

No 75

Page 18: Icai It Committe Survey Findings 08 01 09

Today’s Seminar

Survey useful reference point:

1. Software as a Service (SaaS) - Oracle

2. Social Networking for Practices – Joe Drumgoole

3. ICT Developments 09 – Vodafone

4. Case studies – Leading Practices

5. PQA Update – ICAI & Relate Software