My Courses
L45: Customer Experience
Customer experience permeates everything we do. Every steps in our sales, projects, implementation, service, and finance – all contribute to the experience our Clients have when working with us. Where does this align with our company values? Are we shaping our Client’s experience, or responding to it when things go wrong? How do you define […]
L44: Subcontractor Management
The management of subcontractors has become even more important in recent years due to the labor shortage of skilled and full-time employees and supply chain disruptions. This session will cover the key concepts of a fixed vs. variable workforce and its impact on a company’s culture and quality.
L43: Running a High Performance Service Organization
The future of the AV/IT integrator requires the ability to build a flexible service offering that adapts to the technology support needs of end-users. Is your organization prepared for and ready to implement these offerings?
L42: Financial Structure / Management Reporting
Often financial and management reporting is only thought about from the lens of Generally Accepted Accounting Principles (GAAP) or bank reporting requirements and it does not serve your business management needs. Your financial and management reporting should be organized around the way you run your business and this session will give you suggestions on how […]
L41: The Importance and Impact of Technical Standards (Sales Design Quoting vs. Final Engineering)
Engineering is an expensive and limited asset for any organization. Finding ways to allocate engineering time to best benefit can be a challenge. Establishing guidelines and standard practices for sales-support design can reduce pre-sales support costs.
L40: Distinctions between BOM, SOW and T&C’s
Many organizations collapse or confuse these essential terms and corresponding documents – often to the detriment of the project execution / control process – ultimately reducing profits.
L39: Commission Plans
New orders (projects and service) are the lifeblood of your business. Does your commission program help drive revenue? Does what your Sales team sells align with the company’s strategy, competencies and capabilities?
L38: Managing Organizational Change
Most major change initiatives—whether intended to boost quality, improve culture, or reverse a corporate death spiral—generate only lukewarm results. Many fail miserably. Why? Experts maintain that too many managers don’t realize transformation is a process, not an event. It advances through stages that build on each other. And it may take years. Pressured to accelerate […]
L37: The Mature Project Management Mindset
Mature Project Managers typically share a mindset which supports them in many ways. Discover what makes up that mindset and learn how to grow and foster it in your Project Managers. In this session, we will discuss the importance of a Project Manager being able to: look into the future to plan and schedule multiple […]
L36: Principles of Job Costing
The purpose of any business is to make money, and for a project-based business, proper job costing is the most effective way to ensure that occurs. Job costing is the accounting which tracks the costs and revenues by job and enables standardized reporting of profitability for each job. For a typical job this will include […]
L35: Employee Engagement
Pizza doesn’t solve employee problems. Employees want to be part of mission and purpose-led companies, and those who are highly engaged are less likely to leave your company. This session will address the importance of employee engagement including the potential pitfalls of low engagement. We will discuss how managers and leadership contribute to employee engagement […]
L34: Building a Project Management Office
The Project Management Office (PMO) is a standard structure in most mature organizations today – across multiple industries. This session will speak to the importance of establishing a PMO mindset within a Systems Integration company – and detail specific steps to establishing, assessing, scoring and ultimately achieving a successful PMO structure.
L33: Service / Support Best Practices
Highly successful AV integrators have figured out the truth: projects are temporary, but the customer relationships and successful use of AV equipment are an integral part of their culture. In this session, you’ll learn the differences between service vs support and select the right one for your installation. Have your organization mentally shift their focus […]
L32: Building Competitive Advantage and Creating Business Value
Understand how to define your company’s competitive advantage.
L31: Commissioning / Substantial
Understand how Commissioning begins in the Warehouse and is incremental along the project’s lifecycle – quality cannot be inspected in at the end. Use of commissioning / service transition checklists. Understand the steps involved in gaining Client acceptance of the project (through incremental sign-offs at milestones) and the importance of Substantial Completion / training / […]
