Business Finances for Winning CompaniesThe journey to proactive financial management

Agenda

• Understand business stages• Know your model• Key metrics• Have a management process• Corelytics demo

About Corelytics

• Corelytics Financial DashboardCustomers Managed Over $1 Billion in Aggregate Revenues

• Benchmarks• Industry Intelligence

Stage Drives Priorities

• The business you win determines your model– Lifestyle– Star-Up– Experienced Player– Looking at Exit Strategies

Model Drives Management

• The business you win determines your model– T&M– MSP– Resell Product– Mix

Key Metrics

• Pick top 5-10 financial metrics to monitor– Break down by Line of Business

Examples

• Revenue• Expense• Margin• Staff contribution• Marketing spend• EBITDA

Organize and OptimizeCombined

T&M Product

Service

Manage exceptionsStage appropriate

Prioritize

Drive priorities

Focus

Demo

A Smarter Industry

“Business Intelligence derived from the Corelytics™ Financial Dashboard is fundamental to strategic planning and to routine business management.

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- Todd Thibodeaux, CEO, CompTIA

30 Minutes a Month

Get Started

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