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Etani Online Demonstration Walkthrough

Welcome OVERVIEW

OVERVIEW

1. EVA

  • Use Cases: Detail three specific use cases for EVA, such as report building, providing advice on demand, and surfacing specific information.

  • Pin & Share: Demonstrate how users can pin and share insights with their team, enhancing collaboration and decision-making.

2. Dashboards

  • Interaction: Show how users can interact with dashboards using EVA and chat, making data analysis more dynamic and engaging.

3. Chat

  • Features: Cover the functionalities of chat, including group discussions and calling upon EVA for instant data insights.

4. Power BI

  • Integration: Explain the seamless integration with Power BI, showcasing how it can elevate the data reporting and analytics capabilities of Etani.

 

Mobile App

  • Accessibility: Introduce the mobile app, emphasizing how it brings Etani's powerful features to users' fingertips, ensuring access to data and collaboration tools on the go.

 

Security

  • Protocols: Discuss Etani's commitment to security, including the implementation of two-factor authentication (2FA) and other measures to protect user data.

Business Examples

  • Accounting Firms: Provide examples of how accounting firms use Etani for both client management reporting and internal reporting, showcasing versatility.

  • Business Use Case: Highlight a case study of a business using Etani in conjunction with simPRO, Xero Blue, and Xero Payroll, demonstrating the platform's integration capabilities.

 

Etani Pricing

  • Value & Pricing: Address pricing towards the end, ensuring viewers understand the full value of Etani before discussing costs. This section should clarify pricing structures and the value proposition to ensure businesses comprehend the investment's return.

 

Conclusion & Takeaways

  • Success Stories: Share insights from Etani's history with progressive accounting firms in Australasia, underscoring the platform's role in their success.

  • Profitable Use: Conclude with guidance on leveraging Etani profitably, drawing on years of experience and success stories to inspire confidence in new users.


 

1. EVA

 

2. ETANI OFFERING - 4 AREAS WE HELP YOU WITH

 

3. REPORTING USE CASES INSIDE ETANI

 

4. SPECIFIC DATA SOURCE EXAMPLES

5. PRICING

6. Answering the hard questions

7. CONCLUSIONS & TAKEAWAYS


 

A Few Of The Firms Using XPM & Etani…