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.
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?
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?
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.
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.
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.
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 …
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.
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?
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 …
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.
Many organizations collapse or confuse these essential terms and corresponding documents – often to the detriment of the project execution / control process – ultimately reducing profits.
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?
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 …
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 …
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 …
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 …
