PowerPoint Presentation · Case Studies Solution: Effective ERP + CRM integration,...
Transcript of PowerPoint Presentation · Case Studies Solution: Effective ERP + CRM integration,...
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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 TrainingBusiness 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 AppsTechnology 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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