desks and data - leewardba.com · strategy & sales operations framework cassandra polzin media...
TRANSCRIPT
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Desks and DataPlanning for Strategic Growth #DesksnData
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June 22nd Agenda
▪ 7:30 – 8:00 Registration, Food, and Networking
▪ 8:00 - 8:20 LeewardBA Presenting on The Power of Strategic Alignment and Implementation
▪ 8:20 - 8:25 Stretch and Coffee Refresh
▪ 8:25 - 8:45 M&M Office Interiors Presenting on The Value of Office Investments
▪ 8:45 Final Q & A and Networking
▪ 9:00 LeewardBA Data Center Tours
#DesksnData
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The Power of Strategic Alignment and ImplementationLeeward Business Advisors @LeewardBA
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About Leeward
• Founded in 2014
• Based on the understanding that small businesses have the same technology needs as
large corporations, with a smaller budget, Leeward aims to serve the SMB market with
cutting edge technology, without forcing them to bear the full burden
• Rapidly expanding and now serving over 200 companies nation-wide
• 2016 KABA Fast Five Award
• 2016 LCCC Community Impact Award
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About Us
Tony FarellaDirector of Business Development
▪ 3 years industry experience
▪ 1 : 1.1 followers ratio
▪ Establish organization’s go-to-market strategy & sales operations framework
Cassandra PolzinMedia Relations Manager
▪ 6 years industry experience
▪ Experience marketing for 4 different companies
▪ 1 : 375 following to followers ratio
▪ With LeewardBA since the beginning, working to build an audience entirely from scratch
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StrategicAlignment
andImplementation
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Def - Strategic
Proactive
▪ Mindful
▪ Address a Root Cause
▪ Timing is controlled
▪ Organized
▪ Simply Stated: Develop Expectations
Reactive
▪ Panicked
▪ Stop a Symptom
▪ Timing is urgent
▪ Unpredictable
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Def - Alignment
▪ Business Cycles
▪ Sales
▪ Marketing
▪ Finance
▪ Operations
▪ Information Technology
▪ Industry
▪ Calendar
▪ Seasonal
Example: over engineering / under
engineering
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Def - Implementation
▪ What is the minimum definition for success?
▪ Does not mean “turning it on,” it means setting up, testing, training, testing, tweaking, testing, and reconfiguration
▪ Implementation is the first step to starting evolution
▪ Example: CRM
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Service FrameworkStrategic
Alignment
Implementation
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Desk & Data Roadmap
1. Identify the why
2. Develop a complete plan that works on paper
3. Identify what you have & need
4. Try it
5. Fix it
6. Use it
▪ Identify the why…
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Where is Your Business?
Stage 1 Stage 3Stage 2
• Startup
• Lean team—everyone wears
multiple hats
• Low cash flow
• Investments now have a huge
impact on IF your business has
a future
• No longer a startup--on the way
to being established
• Larger team--starting to have
people filling only one role
• Cash flow starting to regulate
• Investments now have a huge
impact on what your business
looks like in the future
• An established company
• Full team—actual departments
with multiple resources
• Regulated cash flow
• Largely shaped by previous
investments
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Investing in the Future
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When is the right time to spend the most money you’ve ever spent?
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Desk & Data RoadmapStrategic
• Business Stage?
• What Problem(s) Are We Solving?
• What INFRASTRUCTURE is required?
Alignment
• Business Life Cycle(s)?
• Who will this directly impact? Customers?
• How will we pay for it? Return?
Implementation
• Minimum definition of success?
• Plan for future growth (direction)?
• Thresholds for scraping project?
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Desk & Data Roadmap
Strategic
• Business/IT Alignment
• Infrastructure
• Inhouse Skill Sets
• Vendor Management
• Reliability (valued against
business case)
• RPO, RTO, SLA, DR
• Financial Management
• Capital, Op-ex, or blend?
• Reoccurring Charges?
• Warranties?
Alignment
• Envision
• Detailed descriptions set
better expectations
• Compliance & Risk
• Industry defined
• Leadership’s preference
• Change & Configurations
• Growth
Implementation
• Operation
• Skill
• Training
• Partnerships
• Monitoring & Control
• Customer Service
• Internal
• Paying
• Problem Management(!)
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Rewards for Effort
▪ Make estimates, not assumptions
▪ Transform services to meet your businesses needs, at any level of investment
▪ Support & direct the organic growth of your organization
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Def -
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Effects▪ Investments Shape the Future –
Compliance? Certifications? Protection? Growth?
▪ Invest in knowledge transfer – Send your business back to school
▪ Assumptions vs Estimates – Feelings vs. Facts
▪ Proactive vs Reactive – Strategic… vs. Chaotic…
▪ Cost triangle –Control time, investigate cost, never compromise on quality
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Residual Effects of Investment
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Examples of IT Investment
▪ Kings Road Merch - Better definitions of the problem or challenge you are solving.
▪ www.leewardba.com/case-studies
▪ Data Center Tours after today’s presentations
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Thank you for coming!
▪ Tony Farella
▪ Cassandra Polzin