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Rotary Means Business - RMBRotary Means Business - RMBTuesday, March 29, 2016Tuesday, March 29, 2016

Breaking Business ParadigmsBreaking Business ParadigmsData Organization, ManagementData Organization, Management

& Presentation& Presentation

DJS ConsultingDJS ConsultingWho Am I?Who Am I?

I LOVE DATAI LOVE DATA I AM A BIT OF A GEEKI AM A BIT OF A GEEK I CAN UNDERSTAND A BUSINESS PROCESS VERY I CAN UNDERSTAND A BUSINESS PROCESS VERY

QUICKLYQUICKLY I AM EXTREMELY CREATIVE IN DEVELOPING I AM EXTREMELY CREATIVE IN DEVELOPING

SOLUTIONSSOLUTIONS I WORK WITH SMALL AND LARGE COMPANIES I WORK WITH SMALL AND LARGE COMPANIES I HAVE AN ENVIROMENTAL SPECIALTY, AND HAVE I HAVE AN ENVIROMENTAL SPECIALTY, AND HAVE

APPLIED MY RISK MANAGEMENT STRATEGY TO A APPLIED MY RISK MANAGEMENT STRATEGY TO A BROADER CLIENTELEBROADER CLIENTELE

I HAVE A LOT OF TOOLS ON MY CONSULTING BELTI HAVE A LOT OF TOOLS ON MY CONSULTING BELT

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Finance, Sales, Marketing, Operations, Planning • Corporate

• Direct & Indirect Cost Tracking• Profitability of a product or service • Budgeting• Risk Management Analysis, Opportunity Cost Analysis, ROI, etc.

• Client• Project or Job Cost Tracking• Sales Information – data mining• Contact Information

• Employee• Employee data• Sales, Commissions, bonus criteria, payroll, etc.• Reviews

Data OrganizationData Organization

DJS ConsultingDJS ConsultingHow I Help My ClientsHow I Help My Clients

Organizational ManagementOrganizational Management• Procedure and task reviewProcedure and task review

Eliminating tasks, and Eliminating tasks, and Micro ManagementMicro Management Packaging and moving tasks to lowest levelPackaging and moving tasks to lowest level

• Data miningData mining Using existing company data to extract moreUsing existing company data to extract more

• Additional SalesAdditional Sales• Higher MarginsHigher Margins

• Communication ToolsCommunication Tools Web, Social, Presentations, Internal DocsWeb, Social, Presentations, Internal Docs

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Some simple rules•Garbage In – Garbage OutGarbage In – Garbage Out•Data needs periodic reviews and updatesData needs periodic reviews and updates•One Master list – accessible to all, used by allOne Master list – accessible to all, used by all•Backup and SecureBackup and Secure•Nomenclature – rules to follow when inputting dataNomenclature – rules to follow when inputting data•Simple and User friendlySimple and User friendly•Select the correct software for the taskSelect the correct software for the task•Designed for future expansionDesigned for future expansion•GET or FORCE buy-in from allGET or FORCE buy-in from all

Data ManagementData Management

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Client ProjectsClient Projects Renovation Contractor– create a saleable entityRenovation Contractor– create a saleable entity

• High end contractor with excellent clientele and profitsHigh end contractor with excellent clientele and profits• No end game plan for retirementNo end game plan for retirement• Micro-Management style, limited organizationMicro-Management style, limited organization• Create 5 year plan to create and hire administrative and Create 5 year plan to create and hire administrative and

production staff that can be soldproduction staff that can be sold

Field Service Company– develop new divisionField Service Company– develop new division• Outline requirements to expand field services into new areaOutline requirements to expand field services into new area• Develop budget and pricing; Presentation to clienteleDevelop budget and pricing; Presentation to clientele• Develop scheduling module to maximize profitabilityDevelop scheduling module to maximize profitability• Work with management to optimize resultsWork with management to optimize results

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Client ProjectsClient Projects Printing Company – environmental issuePrinting Company – environmental issue

• Company representative between regulatory agency and Company representative between regulatory agency and environmental contractorenvironmental contractor

• Annual cost ~$30k, projected saving $200-500kAnnual cost ~$30k, projected saving $200-500k Printing Company – data organizationPrinting Company – data organization

• Consolidation of all data into core software productConsolidation of all data into core software product• Financial, Inventory, Production, EstimatingFinancial, Inventory, Production, Estimating• Improvements in Job Costing and Profitability, Elimination of Improvements in Job Costing and Profitability, Elimination of

repetitive tasks, Near real-time data for job statusrepetitive tasks, Near real-time data for job status Law Firm Clients – investment risk evaluationLaw Firm Clients – investment risk evaluation

• Develop creative approached to evaluate risks associated with Develop creative approached to evaluate risks associated with property transfers and regulatory issuesproperty transfers and regulatory issues

• Assist with the evaluation and bid specs for costly projectsAssist with the evaluation and bid specs for costly projects

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Business owners and executives wanting to identify areas Business owners and executives wanting to identify areas to improve their company’s bottom lineto improve their company’s bottom line

This may be in the form of:This may be in the form of:•Open discussion – brainstorming sessionsOpen discussion – brainstorming sessions•Identification of a specific area of concern or Identification of a specific area of concern or opportunity - follow-up with an outline, analysis and a opportunity - follow-up with an outline, analysis and a plan implementationplan implementation•““Plan A” & “Plan B” – understanding opportunity costsPlan A” & “Plan B” – understanding opportunity costs•Strategic Planning – 2 to 5 year plan creation based on Strategic Planning – 2 to 5 year plan creation based on identified opportunitiesidentified opportunities•Environmental and General Risk ManagementEnvironmental and General Risk Management

DJS Consulting - my best leads are:DJS Consulting - my best leads are:

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Thanks You for Your TimeThanks You for Your TimeDaniel SpandauDaniel SpandauDJS ConsultingDJS Consulting

dspandau@officerx.bizdspandau@officerx.biz(561) 239-0090(561) 239-0090

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Thanks You for Your TimeThanks You for Your TimeDaniel SpandauDaniel SpandauDJS ConsultingDJS Consulting

dspandau@officerx.bizdspandau@officerx.biz(561) 239-0090(561) 239-0090