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Creating a Business Advantage Case Studies Warehousing and - - PowerPoint PPT Presentation
Creating a Business Advantage Case Studies Warehousing and - - PowerPoint PPT Presentation
Creating a Business Advantage Case Studies Warehousing and Distribution (ITCq55.36) Business Model : 6 staff, 7 distributors Technology Model: on premises files, cloud email, cloud CRM, hybrid accounting Business Issue: operating model was not
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Creating a Business Advantage
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Case Studies
Warehousing and Distribution (ITCq55.36)
Business Model: 6 staff, 7 distributors Technology Model: on premises files, cloud email, cloud CRM, hybrid accounting Business Issue: operating model was not scalable single point bottleneck based on spreadsheet workbook, other issues: duplicate data entry, Forms based IP was distributed
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Case Studies
Solution: Effective ERP + CRM integration, delivery/ordering/supply form generation, improved quote / PO / invoice process, pricing framework, fault management, inventory tracking Cost: Licensing; $300pm implementation; $70,000 ROI: $100,000 pa/per client
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Case Studies
Consulting and Training
Business Model: 5 staff, 4 Independent Training Agents, Consultancy Technology Model: on premises files, email and collaborative tools, No CRM, in-house accounting, low speed internet, Google Drive Shared file services Business Issue: Lost IP, technology upgrades, costs Objective: Business recovery
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Case Studies
Solution: Improve Communications, licensing costs, CRM, IT Management, hosted services, Apps, help Business Development Cost: Reduces Licensing cost, reduced IT support, improved agent management, CRM ?? ROI: $30K IT gone, Licensing > $500 pa, Local Infrastructure < 10K, VoIP softphones PBX Costs removed $10K pa, Accounting Apps Review
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Case Studies
Accounting Practice 1
Business Model: 4 Staff, Desktop Apps, On-Premises Apps, Technology Model: SaaS ATO, MYOB / F Plan, Business Issue: Scale! No Time, Poor Security Model, No integration or remote access, IITM usage, “family” IT support, no organised training, No strategic plan, no technology leverage, poor internal technology integration, manual backup, no teaming events: ITCq Score 45.7
Accounting Practice 2
Business Model: Sole Trader, 3 products; Compliance, Virtual CFO, Business Planning, 90% cloud Apps Technology Model: All SaaS, MS Office + Google Business Issue: All online services, electronic document delivery, Service Desk, high client touch points, Scalable operation ITCq Score 76.8
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“If you're not progressing, you're regressing; so, keep moving forward.” Elon Musk 2017
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8 Week Challenge
Staff / HR / Employee Support Digital Media SEO / WEB / Social Business / Financial / Partnership Management Digital Marketing
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COMPLIMENTARY 90-MINUTE CONSULTATION
businessadvantage.sheldonmorey.com.au/strategy-session
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