Don’t Make Sales a Death Sentence for Your CompanyThe journey to proactive financial management

P R E S E N T E R :

Tony LaelExecutive Vice PresidentCoreConnex, Inc.tony@coreconnex.com

Y O U R H O S T:

Joe DannerBusiness Process ManagerTigerpaw Softwarejdanner@tigerpawsoftware.com

Our Partnership

Agenda

• The Myth• Business Models• LOB Performance• Benchmarks• Key Trends• Look Ahead• Monthly Process• Special Tigerpaw Offer!• Q&A

What Can You See?

The Myth

• More sales are always good for business, right?

– Increasing sales in an LOB with declining margins may increase losses at faster rate

– Sales volume often not as important as margin

– There will always be a leader and loser when it comes to LOBs

Your Business Model

• Your Predominant Business Model– Monthly Service/Maintenance Agreements– Reselling Product– Project Work

Manage by Lines of Business (LOBs)

• Basic Types– Monthly Service Agreements– Time & Materials– Project– Product – Other

What Can You See?Combined

T&M LOB Product LOB

Service LOB

Benchmark Performance

• Leading indicators & evolving trends

See Key Trends

• Staff contributions

Look Ahead

• Forecast performance

Where Do You Optimize?Combined

T&M LOB Product LOB

Service LOB

Monthly Process

• 30 Minute Monthly Action Plan

Close Books

Upload

Data

Review Leading Indicators

TOP 3ACTION ITEMS

assign ownership

30 Minutes a Month

Special Tigerpaw Offer!

Lite – FREE for first year, $49 per year after

Standard – Save 20% on normal monthly pricing + FREE Corelytics Monthly Monitor Report included if you sign up by end of September.

Sign up at https://tigerpaw.corelytics.com

Thank You!P R E S E N T E R :

Tony LaelExecutive Vice PresidentCoreConnex, Inc.tony@coreconnex.com

Sign up at https://tigerpaw.corelytics.com

Q&A