Your Ultimate Guide to KPIs for a Project-Based Business
|
|
- Alicia Goodman
- 7 years ago
- Views:
Transcription
1 Your Ultimate Guide to KPIs for a Project-Based Business Discover which KPIs are needed for efficient business growth and how to measure them.
2 Your Ultimate Guide to KPIs for a Project-Based Business Discover which KPIs are needed for efficient business growth and how to measure them. As a Professional Services organisation, you already understand the importance of capturing and calculating the KPIs of your staff. However, it is just as important to monitor KPIs for your whole business too. Here are the top ten KPIs - as identified by the IDC 2014 Global Consulting Survey - that you should be monitoring so you can accurately assess business performance. 2
3 1. Revenue Growth Rated as the number one concern for professional services firms, revenue growth is a clear indicator of business performance. Obviously where revenue grows, your business is securing more work and operating efficiently. If revenue falls over consecutive reporting periods, it is an indication that something is amiss. By analysing profit and loss data along with project specific metrics like days sales outstanding and project schedule variance, your team will be able to understand whether revenues really are increasing steadily or if current positive results are an aberration. Monitoring revenue is a finance function, thus calculating revenue growth will generally fall under the remit of the finance director. They will need access to information that not only shows the annual turnover, but allows them to report in more detail on per-project revenues and the like. Rated as very important by 49% of consulting firms for 3
4 2. Project schedule variance Essentially a calculation that shows how closely projected deliverables match the actual deliverable. Factors involve billable time, costs and resources used. If the project schedule variance is significant, you have clear evidence of failures in planning or inefficient operations. Taking the earned value (EV) and the projected value (PV) you can perform a simple calculation to return the actual variance: EV-PV = SV (schedule variance). Obviously you will need access to granular project figures to calculate this value. The project schedule variance can be calculated by the project manager responsible. However, to gain an understanding of company-wide trends, you may wish to have the KPI calculated and reported on by your COO. Rated as very important by 47% of consulting firms for 4
5 3. Backlog How much billable work remains incomplete? This constitutes your backlog, a KPI which has a direct bearing on profitability. Without a manageable level of projects moving through the pipeline, your business will run out of work and cash. Your project managers should already be keeping track of project milestones and schedules. If records are accurate, they should be able to report on backlogs per project. However, you also need to be able to calculate a backlog KPI for all projects to properly assess the impact on your business. Project managers can supply individual project backlog data to the COO. Ideally though, the COO should be able to gather this information through a centralised reporting system. Rated as very important by 43% of consulting firms for 5
6 4. Days Sales Outstanding - DSO Days sales outstanding (DSO) is a measure of the time taken between invoicing and payment. The lower your DSO KPI, the better your cashflow. Knowing the DSO value will also help your project managers who need to build these costs into their estimates from the outset. DSO values can usually be calculated from the accounts function in your ERP. This information does need to be communicated clearly to project estimators for maximum value. DSO is best calculated and shared by the CFO. Rated as very important by 42% of consulting firms for 6
7 5. Customer lifetime value Deal close ratio is a customers are worth much more than the value of their current project. The Customer Lifetime Value (CLV) gives you an indication of exactly how profitable (and therefore valuable) each client really is. The CLV is calculated by assessing: The cumulative profit earned from all of their projects. Less the cost of acquiring the client. Less the ongoing costs of managing the customer relationship. Less any other costs associated with each customer. The CLV draws much of its basic data from the company ERP, so the CFO will need to coordinate data collection. The CFO will, however, need additional input from each account manager and the sales team to ensure he/she has the granularity required for an accurate calculation. Rated as very important by 41% of consulting firms for 7
8 6. Deal close ratio A comparative figure that shows the number of deals quoted for, against the number of deals actually won. Where the number of lost quotes is high, you may uncover a problem with your sales or pricing processes. A relatively simple KPI calculation a count of the total number of quotes issued followed by a count of the quotes resulting in a sale. This deal close ratio can be calculated for any period month, quarter or year to date for instance. The Sales Director has access to all of the information relating to quotes and deals, making him/her perfectly equipped to calculate the deal close ratio. Rated as very important by 40% of consulting firms for 8
9 7. Realisation Occasionally there is a shortfall between the number of projected billable hours and the amount that were actually paid for, once the invoice was processed by your client. The higher the realisation value, the more accurate your quotation process and the more profitable the project. Realisation is calculated by taking the number of billable hours quoted at the outset of the project and subtracting the amount of hours actually paid for. You can also calculate the realisation value for multiple projects across time periods to gain a better insight into your quotation and billing processes. In the absence of a unified project-based ERP system, project managers will need to liaise with the CFO to compare quotes, worklogs and invoice payments. Rated as very important by 34% of consulting firms for 9
10 8. Proposals submitted A measure of the number of proposals or quotes sent out over the course of a defined period. This statistic will show you how many sales leads are being generated and how many have moved beyond the initial query phase. Quote details will usually be stored in your company CRM or ERP system. Calculating the figure should be a relatively straightforward query that allows you to specify the period on which to report, before counting the number of proposals issued. You may also find it helpful to break the KPI into won/lost for additional insights. The sales manager is best equipped to provide data about proposals and quotes. Rated as very important by 32% of consulting firms for 10
11 9. Customer retention Customers come and go. But where the customer attrition rate is high, your business will face problems generating new revenue. You will also incur greater costs acquiring new customers. This KPI is useful for identifying the rate of attrition so you can assign resources to manage customer accounts better if required. First you need to define what constitutes a former customer possibly anyone who you have not had a sale with in the previous 12 months. You then need to count how many customers reach this status during a given period. This can then be calculated as a percentage of your total customer base if desired. Account managers or the sales director will be able to provide the necessary customer account details to calculate this KPI. Rated as very important by 32% of consulting firms for 11
12 10. Market share How much of the available market does your company currently occupy? Market share is a percentage value that shows how well your business is performing against your competition. Calculating market share (MS) is a three stage process: Calculate your company s total revenue (TR). Calculate the total market value (MV) you may need to refer to your industry trade associations to obtain this figure. Divide your total revenue by the total market value: TR / MV = MS This KPI will normally be calculated on a quarterly or annual basis. Again, a finance-based KPI, so best calculated by your CFO. Rated as very important by 31% of consulting firms for 12
13 How best to measure your KPIs Project-based ERP is the most efficient way for Professional Services companies to monitor and report on their KPIs. With the ability to take information from all projects across the business, project-based ERP allows for full transparency and more accurate reporting as data is drawn from one central repository. Creating a dashboard within your project-based ERP allows you to set the amount and type of data that each person sees and what format they see it in. Using this system means your team is accountable for monitoring their own KPIs, making them more effective and easy to manage. Download our free eguide to learn more about the benefits of KPIs: The Definitive Guide to Growing Your Profit Margin in a Project-Based Firm Download your FREE eguide now 13
Managing Your Consulting Firm for Growth. Worldwide Survey
Managing Your Consulting Firm for Growth Worldwide Survey An IDC InfoDoc, sponsored by Deltek July 2014 Managing Your Consulting Firm for Growth Executive Summary Consulting firms report a bullish outlook
More informationebook for creative agencies using project management software to increase productivity in your agency
ebook for creative agencies using project management software to ebook for creative agencies About the Authors Summary Introduction..... 3 7 Creative Roles.... 6 New Business.... 11 Creative Team......
More informationSocrateBI. Functionality overview
SocrateBI Functionality overview Better Business Decisions with SocrateBI Microstrategy Platform Benefits Characteristics FRAM - Financial Reporting Analysis Module SCAM - Sales and Customer Analysis Module
More informationAgenda. Copyright 2012 2013 Acuity Business Solutions, LLC All Rights Reserved
Agenda Understand the reasons your firm purchased Vision analyzing your company s pain points What is an ERP and how is it different? Project Lifecycle Reasons why firms fail at implementation or user
More informationBusiness Process Alignment: Accelerating the Quote-to- Cash Cycle
A Service Performance Insight White Paper Sponsored by NetSuite Service Compass: Charting the Course to Professional Service Excellence Business Process Alignment: Accelerating the Quote-to- Cash Cycle
More informationREPORTING AND DASHBOARDS - SMARTVIEW TM
REPORTING AND DASHBOARDS - SMARTVIEW TM THE CHALLENGE Too many financial systems in major companies are unable to provide consolidated and drill through reporting functionality is the key area of Working
More informationServices Resource Planning
Services : How Integrated PSA, CRM and Financials Can Transform Your Services Business Line art source artwork: Services : How Integrated PSA, CRM and Financials Can Transform Your Services Business Services
More informationInvoice Management Optimization with Cupenya Insights
Invoice Management Optimization with Cupenya Insights Use predictive insights to maximize your working capital and ensure the straight-through processing of invoices When it comes to optimizing accounts
More informationGUIDE TO THE. 12 Must-Have KPIs for Sales Enablement
GUIDE TO THE 12 Must-Have KPIs for Sales Enablement Introduction Key Performance Indicators (KPIs) are a set of metrics that measure a business s progress towards achieving their organizational goals.
More informationSALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013
SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 LENGTH : 1 DAY OVERVIEW This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the
More informationMicrosoft Dynamics Professional Services Telesales Guide
Microsoft Dynamics Professional Services Telesales Guide This telesales guide provides an overview of the information you will need to drive demand for Microsoft Dynamics ERP or CRM solutions with customers
More informationGCSE Business Studies. Ratios. For first teaching from September 2009 For first award in Summer 2011
GCSE Business Studies Ratios For first teaching from September 2009 For first award in Summer 2011 Ratios At the end of this unit students should be able to: Interpret and analyse final accounts and balance
More informationA Balanced Scorecard for a Professional Services Business
for a Professional Services Business Company Name: DUNS Number: Company Registration: Website Address: Email: Telephone EMEA: Telephone Americas: Kimble Applications 21-699- 2475 7445594 www.kimbleapps.com
More informationKPI ENCYCLOPEDIA FINANCE. A Comprehensive Collection of KPI Definitions for. www.opsdog.com info@opsdog.com 201.526.1200
KPI ENCYCLOPEDIA A Comprehensive Collection of KPI Definitions for FINANCE www.opsdog.com info@opsdog.com 201.526.1200 Table of Contents KPI Encyclopedia OpsDog Services Overview...2 Metric Definitions....3
More informationORACLE PROJECT PLANNING AND CONTROL
ORACLE PROJECT PLANNING AND CONTROL (Formerly Oracle Project Management) KEY FEATURES COLLABORATIVE PROJECT PLANNING Define a project work breakdown structure to align plans to execution Coordinate financial
More informationWeb Based Accounting Solutions For 21st Century Organisations WHITE PAPER REDUCING COMPLEXITY WITH WEB-BASED ACCOUNTING
WHITE PAPER REDUCING COMPLEXITY WITH WEB-BASED ACCOUNTING MAKE THE MOST OF IN-BUILT BUSINESS INTELLIGENCE, REPORTING AND TWO-WAY EXCEL INTEGRATION Capital Tower, 91 Waterloo Road, London SE1 8RT telephone:
More informationStrategic Solutions that Make Your Work Easier. Projects Made Easier Decisions Made Easier Business Made Easier
Strategic Solutions that Make Your Work Easier Projects Made Easier Decisions Made Easier Business Made Easier Have You Outgrown Your Systems? Buyers Say the Partner and the Product are More Important
More informationArmanino LLP Welcomes You To Today s Webinar:
Armanino LLP Welcomes You To Today s Webinar: Turbo Charge Your Sales Team New Sales & Marketing Dashboard The presentation will begin in a few moments 1 Armanino LLP armaninollp.com Armanino LLP armaninollp.com
More informationHow To Use Stratum Fpm
Financial Performance Management CORPORATE AP / AR PRODUCT & CUSTOMER PERFORMANCE MANAGEMENT PROFITABILITY Today, corporate finance executives are being tasked with far more strategic responsibilities
More informationEnterprise Solutions for Consulting Companies
Professional Services Enterprise Solutions for Consulting Companies The business processes within consultancies that provide knowledge-intensive services on a project basis to their customers are supported
More informationEarned Value. Valerie Colber, MBA, PMP, SCPM. Not for duplication nor distribution 1
Earned Value Valerie Colber, MBA, PMP, SCPM Not for duplication nor distribution 1 Where did Earned Value Management come from? In 1967 the Department of Defense (DoD) established the Cost/Schedule Control
More informationMeasuring performance in credit management
Measuring performance in credit management Ludo Theunissen Prof. Ghent University Instituut voor Kredietmanagement e-mail: ludo.theunissen@ivkm.be Josef Busuttil MBA (Henley); DipM MCIM; FICM Director
More information35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM
35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are
More informationBUSINESS PERFORMANCE MONITORING (BPM) SOLUTIONS
BUSINESS PERFORMANCE MONITORING (BPM) SOLUTIONS Fast forward from data to decisions with easy, on-demand access to all your business metrics www.brandstate.com.au Cogs Cost of Revenue Opex Campaign Performance
More informationBridging Operational & Financial Forecasting
IBM Software Group White Paper Budgeting and Forecasting Bridging Operational & Financial Forecasting 2 Bridging Operational & Financial Forecasting Introduction The global economic downturn has accelerated
More informationENSURING THE FINANCIAL SUCCESS OF YOUR PROJECT-BASED BUSINESS
ENSURING THE FINANCIAL SUCCESS OF YOUR PROJECT-BASED BUSINESS Operating from Within an Incomplete Financial Landscape Professional services organizations with teams of training, support, and consulting
More informationUsing the Leadership Pipeline transition focused concept as the vehicle in integrating your leadership development approach provides:
Building your Leadership Pipeline Leadership transition focused development - White Paper The Leadership Pipeline framework Business case reflections: 1. Integrated leadership development 2. Leadership
More informationKey Performance Indicators. @StephenLynch @RESULTSdotcom Stephen.Lynch@Results.com
Key Performance Indicators Presenter: Stephen Lynch Twitter: @StephenLynch @RESULTSdotcom Email: Stephen.Lynch@Results.com Presentation Available: www.results.com/slides Questions to identify your KPIs
More informationinsight in credit management
insight in credit management strategic use of information sources OnGuard software for credit management contents Page 1. the Crystal Ball of Credit Management 3 2. information Sources 4 3. informed credit
More informationAn Introduction to. Metrics. used during. Software Development
An Introduction to Metrics used during Software Development Life Cycle www.softwaretestinggenius.com Page 1 of 10 Define the Metric Objectives You can t control what you can t measure. This is a quote
More informationIncentive Compensation Systems In Community Health Centers. Curt Degenfelder Managing Director curtis.degenfelder@rsmi.com
Incentive Compensation Systems In Community Health Centers Curt Degenfelder Managing Director curtis.degenfelder@rsmi.com 1 What are the components of successful health centers culture that support an
More informationSalesforce.com capability. 2014 Deloitte MCS Limited. All rights reserved.
2 4 5 Gartner: Magic Quadrant for CRM Service Providers, Worldwide, 2013 IDC: Global salesforce.com capability 2014 6 7 9 10 11 12 Basic Reporting & Analytics Inventory Campaigns Opportunities & Quotes
More informationQuote from Peter Schroer.
Industrial manufacturers as well as CPG companies place a high level of strategic emphasis on growing product revenue while emphasizing a decrease in both product cost and product development cost all
More informationLooking'Forward' 'Catalysts'for' Growth'in'Professional'Services'
1 Looking'Forward' 'Catalysts'for' Growth'in'Professional'Services' A"Service"Performance"Insight"White"Paper' " Service"Compass:'ChartingtheCourseto ProfessionalServiceExcellence Service'Performance'Insight'
More informationAPPENDIX. Interest Concepts of Future and Present Value. Concept of Interest TIME VALUE OF MONEY BASIC INTEREST CONCEPTS
CHAPTER 8 Current Monetary Balances 395 APPENDIX Interest Concepts of Future and Present Value TIME VALUE OF MONEY In general business terms, interest is defined as the cost of using money over time. Economists
More informationManagement Information & KPIs: How and why to use information effectively in the Financial Services sector. Research White Paper
Management Information & KPIs: How and why to use information effectively in the Financial Services sector Research White Paper Index 1 3 4 5 6 7 8 9 10 Introduction The commercial importance of Management
More informationPerformance Management and KPIs
Performance Management and KPIs Outline Business Performance Management (BPM) Dashboards SSAS: KPI and Dashboards 2 Business Performance Management (BPM) 3 Business Performance Management (BPM) BPM encompasses
More informationBusiness Dashboard. Develop a high performance business overnight!
Business Dashboard Develop a high performance business overnight! MAUS Dashboard is a web based KPI, Policies & Procedures, OHS & HR system all in one. Business Dashboard was developed as a tool to turn
More informationBusiness Intelligence and intuitive reporting in one comprehensive solution
Business Intelligence and intuitive reporting in one comprehensive solution Business Intelligence Jet Enterprise is Business Intelligence and intuitive reporting in one solution that enables analysis and
More informationKnow o ing Y o Y ur r Options s & How to Access Them
Knowing Your Options & How to Access Them Funding Choices in Edinburgh & Scotland Type of Finance Investment Grants Loans Type of Finance Invoice Financing Owners Capital Cash From Profits Asset Finance
More information7 Characteristics of High Performing Firms. Smartsoftware Seminar
7 Characteristics of High Performing Firms Smartsoftware Seminar Key Characteristics 1. Rock Solid Reputation 2. Determined Leadership 3. Enlightened Management 4. Well Managed Projects 5. Innovative Culture
More informationKEY PERFORMANCE INDICATORS (KPIS): DEFINE AND ACT
KEY PERFORMANCE INDICATORS (KPIS): DEFINE AND ACT Integrating KPIs into your company s strategy By Jacques Warren WHITE PAPER ABOUT JACQUES WARREN Jacques Warren has been working in online marketing for
More informationEarned Value Management Changes to the Glossary and Chapter 7 of the PMBOK Guide Third Edition.
Earned Value Management Changes to the Glossary and Chapter 7 of the PMBOK Guide Third Edition. Errata for Chapter 7 (Replacement pages provided) Deleted up to a given point in time from the description
More informationWHITE PAPER. The Lean Workforce. Applying Lean principles to improve workforce management
WHITE PAPER The Lean Workforce Applying Lean principles to improve workforce management Lean Enterprise A business system for organizing and managing product development, operations, suppliers, and customer
More informationHow Valuable Is Word of Mouth?
ADVERTISEMENT V. Kumar (vk@business.uconn.edu) is the ING Chair Professor in Marketing at the University of Connecticut s School of Business in Storrs and the executive director of the school s ING Center
More informationCloud Accounting For Professional Services. The questions to ask when selecting Accounting Software for your firm
Cloud Accounting For Professional Services The questions to ask when selecting Accounting Software for your firm Introduction: Most services firms such as architects, consulting engineers, IT consultants,
More informationThe University of Adelaide Business School
The University of Adelaide Business School MBA Projects Introduction There are TWO types of project which may be undertaken by an individual student OR a team of up to 5 students. This outline presents
More informationNetSuite: The Key to Performance and Profitability for Solution Providers
NetSuite: The Key to Performance and Profitability for Solution Providers www.netsuite.com Table of Contents Solution Providers Face Unique Challenges 2 Solution Provider Business Models 3 The Current
More informationExact Online CRM IN THE CLOUD. The New Selling. www.exactonline.co.uk
Exact Online CRM IN THE CLOUD The New Selling www.exactonline.co.uk TABLE OF CONTENTS Introduction 01 Management summary 5 02 The importance of CRM 6 03 CRM in everyday practice 8 04 CRM and the sales
More informationP2 Performance Management March 2014 examination
Management Level Paper P2 Performance Management March 2014 examination Examiner s Answers Note: Some of the answers that follow are fuller and more comprehensive than would be expected from a well-prepared
More informationSAP BusinessObjects (BI) 4.1 on SAP HANA Piepaolo Vezzosi, SAP Product Strategy. Orange County Convention Center Orlando, Florida June 3-5, 2014
SAP BusinessObjects (BI) 4.1 on SAP HANA Piepaolo Vezzosi, SAP Product Strategy Orange County Convention Center Orlando, Florida June 3-5, 2014 Learning points SAP HANA scenarios for business intelligence
More informationIntegrated Accounting, CRM and ERP System for Mac OS X, Windows, Linux, PocketPC 2003 and AIX
Integrated Accounting, CRM and ERP System for Mac OS X, Windows, Linux, PocketPC 2003 and AIX Business Alerts Module Program version: 6.4 130124 2013 HansaWorld Ireland Limited, Dublin, Ireland Preface
More informationBUDGETING FOR SUCCESS IN THE CONSTRUCTION BUSINESS
BUDGETING FOR SUCCESS IN THE CONSTRUCTION BUSINESS A Six-Step Plan for More Effective Budgeting Article by: Jason P. Jay Rammes, CPA Director, Construction Client Service Team Budgeting for Success in
More information6.3 PROFIT AND LOSS AND BALANCE SHEETS. Simple Financial Calculations. Analysing Performance - The Balance Sheet. Analysing Performance
63 COSTS AND COSTING 6 PROFIT AND LOSS AND BALANCE SHEETS Simple Financial Calculations Analysing Performance - The Balance Sheet Analysing Performance Analysing Financial Performance Profit And Loss Forecast
More informationFinance Director s Guide: Nine key opportunities for using ERP
Finance Director s Guide: Nine key opportunities for using ERP Under pressure to get systems in order, produce accurate reports and boost profits? An ERP system is the right place to start. www.sanderson.com
More informationEnterprise Solutions for IT Software Services and Development Companies
Professional Services Enterprise Solutions for IT Software Services and Development Companies The business processes within IT consultancies that provide services on a project basis to their clients are
More informationAdvisory Series. CRM from Start to Finish. Guidebook 1: Why do I need CRM?
Advisory Series CRM from Start to Finish Guidebook 1: Why do I need CRM? Introduction Welcome to this first in a series of 4 Guidebooks that take a look at CRM from Start to Finish. In this first Guidebook
More informationCustomer Lifetime Value II
Customer Lifetime Value II This module covers the concepts of CLV, CLV Remaining, retention rate, attrition rate, discount rate, churn rate, and customer acquisition and related costs. Authors: Paul Farris
More informationAccounts Payable. Survey: The Impact of Invoice Automation on Financial Performance INVOICE
Accounts Payable Survey: The Impact of Invoice Automation on Financial Performance INVOICE Contents 3 4 Business Context Research Preview 5-6 Research Insights 7 The Pain Points in Invoice Automation 8
More informationThe Six Criteria for Best Practice in Credit Management. Chris Sanders, QiCM
The Six Criteria for Best Practice in Credit Management Chris Sanders, QiCM The 6 Criteria for Best Practice in Credit Management Chris Sanders MICM Head of Accreditation QICM Premium Partner Corporate
More informationRequirements Engineering Processes. Feasibility studies. Elicitation and analysis. Problems of requirements analysis
Requirements engineering processes Requirements Engineering Processes The processes used for RE vary widely depending on the application domain, the people involved and the organisation developing the.
More informationSoftware Industry KPIs that Matter
Software Companies Run Better on NetSuite. Software Industry KPIs that Matter Sponsored by Improved Results from Businesses Like Yours Business Visibility 360 o Visibility & Actionable Insight Increased
More informationThe Role of Business Intelligence Dashboards in Financial Management Tony Bray
Incorporating ASSET & RISK REVIEW The Role of Business Intelligence Dashboards in Financial Management Tony Bray Biography Tony Bray Managing Director Intuitive Business Intelligence Tony Bray is Intuitive
More informationCustomer Relationship Management - a strategic approach
Sage CRM Solutions Customer Relationship Management - a strategic approach Managing interactions with prospects and customers effectively and profitably is a fundamental part of business. Success depends
More informationPaperless Business Management. igreen T.FAT. Customer Relationship Management. Better way To Manage Your Enterprise
Paperless Business Management igreen T.FAT Customer Relationship Management Better way To Manage Your Enterprise About Suchan Software A Mumbai based IT company. Presenting our own in-house Software; tried
More informationPr ojec t Por t folio Mana gem ent. and Progress Tracking. using Microsoft Project
Pr ojec t Por t folio Mana gem ent and Progress Tracking using Microsoft Project DOCUMENT TITLE: DOCUMENT IDENTIFIER: Project Portfolio Management & Progress Tracking using Microsoft Project.doc DOCUMENT
More informationUsing dashboard reports. Selecting KPIs
WHITE PAPER When you have accurate, timely and actionable financial information, you re able to make smarter business decisions. Key Performance Indicators (KPIs) can provide a clear picture of your company
More informationMost normal CRM systems are divided into three (but not restricted to) main modules:
What is CRM? CRM means ''Customer Zoho Relationship CRM. Management'', i.e. the concept of a planned and structured means Application of a well thought CRM out implementation strategy combined with implementation
More informationFrom Brand Management to Global Business Management in Market-Driven Companies *
From Brand Management to Global Business Management in Market-Driven Companies * Emilio Zito ** Abstract Over the past several years, the most competitive mass-market companies (automobile, high-tech,
More informationOracle Financial Analytics Accounts Payable Demo Script
Oracle Financial Analytics Accounts Payable Demo Script Last Updated: October 2006 Oracle Systems, Inc. 1 Overview This demo illustrates how Oracle Accounts Payable (A/P) as part of Financial Analytics,
More informationLottery Combinatorics
Published by the Applied Probability Trust Applied Probability Trust 2009 110 Lottery Combinatorics IAN MCPHERSON and DEREK HODSON The chance of landing the National Lottery jackpot (or a share of it)
More informationPROJECT MANAGEMENT PLAN CHECKLIST
PROJECT MANAGEMENT PLAN CHECKLIST The project management plan is a comprehensive document that defines each area of your project. The final document will contain all the required plans you need to manage,
More information6. It lengthened its payables period, thereby shortening its cash cycle.
Answers to Concepts Review and Critical Thinking Questions 1. These are firms with relatively long inventory periods and/or relatively long receivables periods. Thus, such firms tend to keep inventory
More information38,648 ( 35,590 basic + 3,058 London weighting allowance) Grade E of Mind s salary scales
Job description Job Title Responsible to Department Team Responsible for Salary Hours of work Length of contract Location of work CRM Manager Data Process and CRM Delivery Manager Fundraising Data and
More informationASX LISTING RULES Guidance Note 23
APPENDIX 4C CASH FLOW REPORTS The purpose of this Guidance Note The main points it covers To assist listed entities subject to the quarterly cash flow reporting regime in Listing Rule 4.7B and Appendix
More informationWelcome to today s training on how to Effectively Sell SAP ERP! In this training, you will learn how SAP ERP addresses market trends and
Welcome to today s training on how to Effectively Sell SAP ERP! In this training, you will learn how SAP ERP addresses market trends and organizations business needs. 1 After completing this lesson, you
More informationSME Cashflow Index. A report for FD Solutions. December 2013. Centre for Economics and Business Research ltd
SME Cashflow Index A report for FD Solutions Centre for Economics and Business Research ltd Contents SME Cashflow Index Introduction & key findings 3 The SME Cashflow Indices 4 Cashflow Index 5 Profit
More informationNational IT Project Management Methodology
NATIONAL INFORMATION TECHNOLOGY AUTHORITY - UGANDA National IT Project Management Methodology Project Reporting Support Guide Version 0.5 Project Reporting Support Guide version 0.5 Page 1 Document Version
More informationThis document attempts to take some of the fear and uncertainty away from the CRM concept:
What is CRM? What is CRM? Today growing businesses manage customer connections and information in a variety of ways. Some use old fashioned note cards and Rolodex. Others store information on their mobile
More informationCustomer Analysis CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT
Customer CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT Companies are continuing to adopt a more customer-centric approach to doing business, realizing that in this competitive marketplace,
More informationKey Performance Indicators
WHITE PAPER JUNE 2015 Key Performance Indicators Establishing the Metrics that Guide Success 2 WHITE PAPER: KEY PERFORMANCE INDICATORS ca.com Table of Contents Introduction to KPIs: One Does Not Fit All
More informationIntroduction to Customer Relationship Management
White Paper Introduction to Customer Relationship Management Contents Introduction....2 The Decision....2 The Expectations....3 The Transition....6 The Results....7 About Ziff Davis B2B Ziff Davis B2B
More informationSage CRM Focused Sales Management
Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers
More informationManufacturing Industry KPIs that Matter
Manufacturing Companies Run Better on NetSuite. Manufacturing Industry KPIs that Matter Sponsored by Results from Businesses Like Yours Business Visibility 360 o Visibility & Actionable Insight Increased
More informationStrategy Committee Meeting. August 27, 2015
Strategy Committee Meeting August 27, 2015 FEDERAL, STATE AND OTHER REPORTING REQUIREMENTS 54% 2% 2 Federal Reporting Requirements Report Description Frequency Agency Complete separately for each active
More informationSage CRM. Communicate, Collaborate, Compete with Sage CRM
Sage CRM Communicate, Collaborate, Compete with Sage CRM FEATURES AT-A-GLANCE FOR ALL USERS Easy to use with fresh look and feel Fully customisable interactive dashboard End-user personalisation of interface
More informationGood Tool, Bad Fit: Why Project Management Software Fails to Meet Project Managers Needs
Good Tool, Bad Fit: Why Project Management Software Fails to Meet Project Managers Needs Richard Hayden Senior Vice President, Marketing & Product Management, Unanet Adapting basic project management software
More informationImproving international sales and pricing power Head to tail pricing process redesign for multinational industrial manufacturers
Improving international sales and pricing power Head to tail pricing process redesign for multinational industrial manufacturers Juriaan Deumer Alejandra Lugard Jos Mulder W hich of the following statements
More informationBusiness ByDesign. The SAP Business ByDesign solution helps you optimize project management
SAP Functions in Detail SAP Solutions for Small Businesses and Midsize Companies Efficient Project Management Drive Project Success with SAP Business ByDesign The SAP Business ByDesign solution helps you
More informationIST 302 : Project Cost Management
IST 302 : Project Cost Management Project Cost Management : Why do we care? 1 Cost and Cost Management Cost: Cost Management: Project Cost Management Processes Cost Estimating Developing an estimate of
More informationThe Art of CRM. A white paper by cloudfortyseven Limited. Author: Michael Fleming DipM ACIM
The Art of CRM A white paper by cloudfortyseven Limited Author: Michael Fleming DipM ACIM Copyright 2010 by cloudfortyseven Limited all the text, graphics, design, and other works are the copyrighted works
More informationChoosing the Right ERP Solution:
Choosing the Right ERP Solution: 3 CRITERIA FOR SUCCESS Table of Contents 1 2 Who We Are 3 The Key to Better Business Performance 4 ERP as the Focal Point of Your Business 5 Why Some ERP Solutions Fail
More informationSetting the scene. by Stephen McCabe, Commonwealth Bank of Australia
Establishing risk and reward within FX hedging strategies by Stephen McCabe, Commonwealth Bank of Australia Almost all Australian corporate entities have exposure to Foreign Exchange (FX) markets. Typically
More informationProcurement Performance Measurement System
Public Procurement and Disposal of Public Assets Authority Procurement Performance Measurement System User's Guide August 2008 Public Procurement and Disposal of Public Assets Authority Procurement Performance
More informationAn Oracle White Paper March 2011. Enterprise Project Portfolio Management: A Must for Project-Based Success
An Oracle White Paper March 2011 Enterprise Project Portfolio Management: A Must for Project-Based Success Disclaimer The following is intended to outline our general product direction. It is intended
More informationBrochure. SAP Business One for Manufacturing. Software for Manufacturing Organisations
Brochure SAP Business One for Manufacturing Software for Manufacturing Organisations SAP Business One for Manufacturing SAP Business One for Manufacturing offers an unparalleled combination of functionality
More informationFrank P.Saladis PMP, PMI Fellow
Frank P.Saladis PMP, PMI Fellow Success factors for Project Portfolio Management The Purpose of Portfolio Management Organizational Assessment Planning a Portfolio Management Strategy The Portfolio Management
More informationA blueprint for an Enterprise Information Security Assurance System. Acuity Risk Management LLP
A blueprint for an Enterprise Information Security Assurance System Acuity Risk Management LLP Introduction The value of information as a business asset continues to grow and with it the need for effective
More informationINTERNAL CONTROL MATRIX FOR AUDIT OF BILLING SYSTEM CONTROLS Version No. 4.2 August 2006
INTERNAL CONTROL MATRIX FOR AUDIT OF BILLING SYSTEM CONTROLS Version No. 4.2 August 2006 1. MANAGEMENT REVIEWS The contractor should have policies and procedures for periodic monitoring of the billing
More informationQAD Mobile Field Service (MFS) Demonstration Guide. May 2015 EE2015 / MFS 3.7
QAD Mobile Field Service (MFS) Demonstration Guide May 2015 EE2015 / MFS 3.7 Overview This demonstration focuses on one aspect of QAD Service and Support Mobile Field Service and shows how this functionality
More information