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AAA 2010 Firm Administrator/Technology Partner IT Survey
By Roman H. Kepczyk, CPA.CITP (April 23, 2010) 

The Association for Accounting Administration (www.cpaadmin.org) yesterday released the findings of their 2010 technology survey which focused on six production areas including security, productivity, infrastructure management, mobility and governance.  115 firms participated in the survey with a goal of finding out what the top technology initiatives were that firms should be looking at implementing this year, and what the current adoption of those technologies was within participant firms.  Roman Kepczyk facilitated the AAA Webinar along with task force members that developed the survey: Linda Dragos, Beall Barclay, Paul Abke-Godfrey Hammel Danneels, Darrell Williams-Katz Sapper Miller, Jerry Justice-SS&G, and Jim Fahey-Hill Barth King. Below is listed the summary of that survey:

    2010 AAA Technology Initiatives Survey  
      Already
Group Total   Installed
Rank Points SECURITY  %
1 138 Encryption 37%
2 117 Remote Access Security 51%
2 117 Security Awareness 29%
4 92 Firewalls/Internet Security 60%
5 79 Intrusion Detection 30%
6 65 Social Engineering Training for Staff 13%
7 51 System Access Controls 36%
8 48 Web Monitoring and Filtering 29%
9 31 Building Security 34%
      Already
Rank Points Firm Production/Improvement Installed
1 122 Portals for client/document delivery 45%
2 117 Next Generation Integrated Applications 14%
3 85 Electronic Data Retention Policy  34%
4 82 Intranet/SharePoint 35%
5 80 Document Management 38%
6 75 Workflow Applications 18%
7 53 CRM Applications 12%
8 50 Core Acounting Application Performance 10%
9 48 Scanning Technology 47%
10 48 Evaluating ERP for the CPA Firm 9%
11 43 AutoPopulating Software 10%
12 39 Digital Firm Reporting 26%
13 34 Internal Accounting Administration 34%
14 21 Remote CheckScan 35%
      Already
Rank Points Network Infrastructure Installed
1 142 Windows 7 19%
2 87 Internet Based Backup 18%
3 85 Server Virtualization 36%
4 79 Single Desktop Infrastructure 26%
5 78 Internet Connectivity 30%
6 74 Multiple Monitors 47%
7 73 Desktop and Application Virtualization 10%
8 68 Unified Communications/Messaging 25%
9 55 SAN Technology 25%
10 35 Backup to Disk 32%
11 29 Monitor Utilities 23%
12 27 Email Remailer Services 35%
      Already
Rank Points Firmwide Management Installed
1 143 Next Generation Practice Management 22%
2 117 Disaster Recovery/Business Continuity 30%
3 97 Electronic Data Retention Policy 31%
4 85 Best Practices Documentation for Firm Processes 17%
5 85 Strategic Technology Management 17%
6 66 Cloud Computing/SaaS 7%
7 62 Social Networking Opportunities and Guidelines 13%
8 60 Controlling System and Application Changes/Updates 32%
9 50 Outsourced Backup/Disaster Recovery 15%
10 19 Outsourced IT Implementations 20%
      Already
Rank Points Mobility Installed
1 158 Remote Access Tools 65%
2 101 Field Networking Best Practices 33%
3 90 Mobile Communication Devices 51%
4 76 Standard Audit Kits in Field 37%
5 74 Digital Cellular Access 37%
6 54 Netbooks 5%
      Already
Rank Points Compliance/Governance Installed
1 147 Training Firm Personnel on Firm and Departmental Apps 35%
1 147 Creating an Information Security Program 22%
3 143 Compliance with State/Federal Regulations 30%
4 109 IT Acceptable Use Policy 39%
5 108 Training for IT Personnel to Keep Current 30%
       
       

 

Roman H. Kepczyk, CPA.CITP is president of InfoTech Partners North America, Inc. and works exclusively with CPA firms to understand and implement today’s digital best practices within their tax, audit, client service and administrative departments.  This article  originally appeared in the AICPA's PCPS Seasonality Success Newsletter.


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