CNG-Books by Cabinet NG
“Going Paperless” starts in Accounting
Solution Introduction
Jon Clark
VP Sales
(800) 621-6501
jclark@cabinetng.com
Intuit
Confidential
1
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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Client Profile: Papa John’s Pizza
Challenges:
 Finding a filing solution
compatible with QuickBooks
 Supporting multiple stores
across multiple states
 Storing all documents related to
each company, vendor or
customer
Doug Harris, Papa John's
Pizza Franchisee
Location:
Knoxville, TN
Employees:
500+ (20 restaurants)
Business:
Large Pizza Franchisee
Founded:
1985
CNG Customer:
2005
Intuit
“We were looking for a
paperless filing system that was
compatible with QuickBooks,
and Cabinet NG is the one!”
Result: Cabinet NG minimized
entry errors, reduced filing
labor, and improved
accounting efficiencies
Confidential
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Client Profile: Bubbles Car Wash
Challenges:
 Managing all the information
 Multiple locations
 HR security
 Simple Interface to QuickBooks
“With CNG-Books, we only touch
the paper once and can pull it up
directly in QuickBooks.”
Location:
HQ: Houston, TX
Employees:
500+
Business:
Hand Car Wash
Founded:
1991
CNG Customer:
2005
Bill Lawrence, President
Result: Cabinet NG gives
Bubbles secure access to
their documents and ties into
QuickBooks
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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-Books
Data entry and document
filing in one easy step
Scanned or
Electronic
Bills, checks,
Etc.
Transaction entered into
QuickBooks
CNG-Books
Interface
Document
stored Cabinet NG
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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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Confidential
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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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Solution Overview
Key Features & Functionality
Complete out-of-the-box solution
CNG-SAFE
Templates
CNG-BOOKS
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Solution Overview
Competitive Advantages & Brand Attributes
Leadership & Experience
 First Document Management and Workflow solution for
QuickBooks Enterprise
Qualified
 Gold Level IDN Member
Award Winning
 The Sleeter Group’s Awesome Add-On for 2006
Cabinet 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
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Resources Available
Cabinet NG offers Two Programs
• CNG-Books Advisor – referral program
• Cabinet NG VAR – reseller program
Marketing, sales and support:
• Online resource site
• Marketing collateral
• Case studies
• Product reviews
• Technical support
• Training
• Sales support
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Confidential
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Key Contacts
Channel Program
Jon Clark
jclark@cabinetng.com
(800) 621-6501
Technical Support
www.cabinetng.com/services/support.php
support@cabinetng.com
(800) 621-6501
Web Site
www.cabinetng.com
www.cabinetng.com/products/cng_books.php
Intuit
Confidential
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