My Courses

L60: Decision Making: What to Do When You’re Stuck
Companies, and the people within them, are given the opportunity, or are plagued by the opportunity, to make decisions everyday. Yet we often see people struggling with an inability and/or unwillingness to make those decisions.



L57: The 4 P’s of Mature Project Management
Most businesses do not realize or take advantage of the interrelationships between the 4 P’s within their project-driven organization: Portfolio / Project / Process / People.

L55: Leading with a Services-First Mentality
This session will focus on the steps integrators can take to make the necessary shift from a “Sales-First” to a “Services-First” approach. You will learn how to put even more emphasis on customer experience (CX) throughout the project and service lifecycle. By keeping all three sides of the Service triangle (strategy, staffing and system) in […]

L54: How to Strategically Align your Software Suite
Many integration companies struggle with the inefficiencies of relying on multiple systems to run their business: CRM, quoting, proposal generation, project management (planning and tracking schedules and resources), purchasing, inventory, service contracts and dispatch, accounting (invoicing and accounts payable), etc.

L53: Coaching & Mentoring
Are you struggling to take action toward your goals or make satisfactory progress? As a leader, do you find it challenging to understand why your team members are not achieving the goals you’ve set?

L52: KPIs for Executives
While there are literally hundreds of possible key performance metrics you can use to run your business, how do you select the critical few that you use as a dashboard for your executive team?

L51: The Importance of Performance Management
If there is no objective measurement criteria or known path towards advancement then employees make up their own interpretation of the system, which can cause political drama where it’s not needed.

L49: Recurring Revenue by the Numbers
Monthly Recurring Revenue (MRR) is income that a business expects to receive every single month – a predictable revenue stream, which can sustain a company through the ebbs and flows of its project-based, or non-recurring, revenue sources.


L46: Establishing a Process Management Organization
All companies have business processes – regardless of size or industry. There is no company without them. A company’s internal and inter-company processes are comparable to a body’s central nervous system. When maintained and optimized, they will ensure competitiveness and survival in the marketplace.