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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


  1. Creating a Business Advantage

  2. 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

  3. 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

  4. 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

  5. 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

  6. Case Studies Accounting Practice 1 Accounting Practice 2 Business Model : 4 Staff, Desktop Business Model : Sole Trader, 3 Apps, On-Premises Apps, products; Compliance, Virtual CFO, Technology Model: SaaS ATO, MYOB Business Planning, 90% cloud Apps / F Plan, Technology Model: All SaaS, MS Business Issue: Scale! No Time, Poor Office + Google Security Model, No integration or Business Issue: All online services, remote access, IITM usage, “family” electronic document delivery, Service IT support, no organised training, No Desk, high client touch points, strategic plan, no technology Scalable operation ITCq Score 76.8 leverage, poor internal technology integration, manual backup, no teaming events: ITCq Score 45.7

  7. “If you're not progressing, you're regressing; so, keep moving forward.” Elon Musk 2017

  8. 8 Week Challenge Digital Marketing Digital Media SEO / WEB / Social Business / Financial / Staff / HR / Partnership Employee Management Support

  9. businessadvantage.sheldonmorey.com.au/strategy-session COMPLIMENTARY 90-MINUTE CONSULTATION

  10. The Business Model Hub is dedicated to those business owners who wish Join for free innovate their business. Send me an email to contact@sheldonmorey.com.au private LinkedIn Group

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