The BOSI Portfolio Company Program. Education Advisory Operating Partner

Size: px
Start display at page:

Download "The BOSI Portfolio Company Program. Education Advisory Operating Partner"

Transcription

1 The BOSI Portfolio Company Program Education Advisory Operating Partner

2 Page 2 of 8 Introduction Based on original research conducted by serial entrepreneur and world-renown author Joe Abraham, BOSI is an award winning growth acceleration process for second stage companies. BOSI segments business owners based on their Entrepreneurial DNA and designs business plans, teams and go-to-market strategy mapped to the unique DNA of that entrepreneur. The BOSI process has been recognized by the Wall Street Journal and featured in numerous national media outlets. It has been endorsed by the likes of Seth Godin, Vistage CEO Rafael Pastor and BNI founder Ivan Misner. Today, BOSI technology and methodology power entrepreneurship platforms around the world. Companies selected to join the Portfolio Company Program are engineered for sustainable and scalable growth during the first days. Following this process (which includes some growth acceleration), an operating team of proven entrepreneurs align with company ownership to scale the company over multiple years - and prepare the company for exit. In 2012, 13 companies went through the initial day strategy and initial acceleration phase - and reported 200+ new jobs, $2 million in debt/equity funding and an average growth rate of 43.5% in the following 3 quarters. In mid-2013, the multi-year operating partner option was introduced to complete the Portfolio Company Program.

3 Page 3 of 8 The Strategy and Initial Acceleration Phase Discover Phase: The BOSI team hosts a series of strategic planning and business modeling exercises using proprietary assessments and methodology. The financial team gets a rich understanding of the company s financial systems to identify hinderances to scalable and sustainable growth. The sales and marketing team evaluates the sales process, marketing materials, pipeline and other elements. The operations team looks for ways to improve performance, reduce risks and scale efficiently. All employees are assessed for Entrepreneurial DNA, skill set and capacity to participate in high-growth environments. Design Phase: BOSI s team takes the discoveries from the initial phase to start designing the company s new plan for sustained growth. This includes evaluating organic growth strategies and the role of acquisitions. A multi-year financial plan is created - one that applies shock treatments to ensure sustainability while identifying growth capital needs. A refined go-to-market strategy is designed which includes digital marketing and social engagement. A human capital (organizational) plan is designed identifying current gaps and future talent needs. Deploy Phase: Test and Measure The strategy designed across the various business units is integrated into an overall operating system led by a financial/business model that drives the company going forward. If the company is being invited into the Operating Partner Phase, the fractional C-Suite of BOSI Catalysts are identified and prepped for deployment. If the company is not entering the Operating Partner Phase, talent gaps are identified so the company can hire those positions directly. The strategy is deployed into the marketplace and initial results are measured and modifications are made to the strategy. By the end of the process, the company has a complete and actionable operating system for sustainable and scalable growth.

4 Page 4 of 8 ROI on the Strategy and Initial Acceleration Phase Case Studies Sporting Goods Venture: Founded by former college athletes. In need of capital, growth strategy and better operational processes. Within 6 months, company operations were streamlined, $400,000 worth of contracts secured, $350,000 in equity funding raised. 5 new hires engaged and trained. Today, the company s products are available in major retailers like Dick s Sporting Goods and worn by professional NFL players. B-2-B Professional Development Venture: In need of a re-engineered go-to-market strategy and operational plan. Too much was dependent on the founder/ceo. Within 12 weeks, company operations were restructured to free up CEO. Business model was re-engineered to allow for scalable growth. Company expanded from 1 market to 6 markets nationwide within 180 days of the accelerator process. Revenues quadrupled. Clients now include Fortune 50 companies. Healthcare Services Venture: Founded by two PhDs. Company had one large established hospital client - but was struggling to find ways to duplicate that success in landing new clients and expanding their proprietary process. Company business model and pricing system were restructured to allow for scaled distribution. Negotiations with a regional reseller were initiated and closed. Support was provided in closing another hospital client ($400,000+ in new annualized revenues). Proprietary software was developed to make internal processes and data collection/ reporting more efficient. Company is now poised to add a minimum of 5 new major clients this year and scale to over 25 within 3 years.

5 Page 5 of 8 Operating Partner Phase Companies coming out of the Strategy and Initial Acceleration phase have the option (by invitation) to enter into a long-term partnership with BOSI. Upon execution of an operating agreement, a team of BOSI Catalysts come alongside company ownership to operate and scale the company. Key leadership roles and gaps are filled - including c-level oversight of sales, marketing, operations and finance (as needed). BOSI takes responsibility for growing the company, sourcing capital, acquiring and managing top-shelf talent and ensuring the KPIs (key performance indicators) of the company are monitored and met. BOSI stays with company ownership through multiple s-curves of growth and sits on the company s side of the table when negotiating terms for company sale. BOSI s primary compensation during this phase is tied to new revenues, profits and increases in company valuation. Program at a Glance

6 Page 6 of 8 Compensation BOSI earns a majority of its compensation on the growth and increase in shareholder value of Portfolio Companies. By tying most of the compensation to performance, BOSI is in full alignment with ownership. A nominal monthly management fee (equal to the cost of one full time executive) covers a multi-person team in both the initial and operating partner phases. Both BOSI and the company have the option to cancel the engagement during the process with due notice. Who Should Apply Owners of second-stage b2b companies (> $2.5 million in revenue) who fit the following qualifications should apply. 1. Highly motivated to improve results immediately and position the company for significant and sustainable growth over the next several years 2. Frustrated with current results because they are not on pace with ownership s vision 3. Current human capital/talent gap are a key limiting factor to sustainable growth 4. Company has strong product innovation and/or client service but marketing and sales are under-performing 5. CEO is spending too much time in draining operating roles rather than in their area of gifting Who Should Not Apply Companies who fit the following traits should not consider the engagement. 1. If the BOSI Assessment, TED Talk or book Entrepreneurial DNA don t resonate in any way with ownership 2. Ownership that prefers to be the smartest person in the room at all times - and looking for validation of their brilliance rather than a plan that will actually result in sustainable and scalable growth 3. Lifestyle businesses that have reached a level of success providing a comfortable income and lifestyle for ownership 4. Ownership that would be satisfied with 5-15% annual growth - and scared of exponential growth 5. Companies that do not have the capacity or desire to put skin in the game to engage BOSI to grow the company

7 Page 7 of 8 Why It Works There are some very specific reasons why the BOSI Methodology outputs such powerful marketplace results. 1. Authentic Pedigree: BOSI engages seasoned entrepreneurial operators who have built and sold high-growth companies. We don t use recent MBA grads, interns and corporate consultants to design strategy. The BOSI team has a results-focused approach that is mutually aligned with company founders. It shows in everything we do - including how we share risk and upside both now and in the future. 1. Proprietary Processes: The BOSI Process is one-of-a-kind and comes out of almost a decade of ongoing research involving over 1,000 companies. It is the core reason why our process gets significantly better results than any traditional one-size-fits-all coaching, consulting or strategic process. Everything we do is mapped to your unique Entrepreneurial DNA. 1. High Passion: BOSI engages team members to work on portfolio companies who are absolutely passionate about serving entrepreneurs and building breakthrough companies. It shows in the way we build strategy, solve problems and go far and beyond what we are initially paid to do - in order to help companies succeed. 1. Global Rolodex: BOSI has a global rolodex of talent, buyers, decision makers, executives, experts, VCs, angels, banks, suppliers, manufacturers, shippers, technologists and more. That rolodex is leveraged to help portfolio companies leapfrog the competition. How We Measure Ourselves At BOSI, we measure our performance internally and hold ourselves accountable across key areas that ensure our portfolio companies get the results they deserve. Sound Strategy: What strategy did we design for your company that is working right now? Relationships: What relationships (talent, JV s, customers, vendors) did we bring to the table? Staff Development: How did we foster innovation and entrepreneurism amongst the team? New Revenues: How did we impact new business? Overall Mission: Is our client, the ownership in a better place than before they met us?

8 Page 8 of 8 Prior To Meeting With Us 1. Take the BOSI Assessment 2. Watch the BOSI TED Talk or read the book Entrepreneurial DNA 3. Visit BOSI Global and watch the videos on the site. Evaluate if you are a fit for the program. 4. Request a complimentary white-board session with BOSI Next Steps Once we receive your request, we ll schedule a complimentary 2-hour white board session at a BOSI location. During this session we ll conduct several strategic exercises to add value - and ensure there is a good fit for us to work together. Within one week of the white board session, we will deliver a Findings and Recommendations document with some guidance and advice - as well as recommendations on a go-forward relationship. If we mutually agree to move forward, we execute the engagement letter and schedule you in for your first strategy session.

Centerstone at a Glance

Centerstone at a Glance Centerstone at a Glance Established in 1998 / Privately-held LOCATIONS Seattle Los Angeles New York Washington DC Charleston, SC SERVICES National, Retained Executive-level and Board Director Searches

More information

RAISING CAPITAL SEMINAR Ivan Nikkhoo

RAISING CAPITAL SEMINAR Ivan Nikkhoo RAISING CAPITAL SEMINAR Ivan Nikkhoo SEMINAR OBJECTIVES: Raising capital and building a high-growth company is about understanding the changing needs and challenges of a company throughout its lifecycle.

More information

TECH Fort Worth s Entrepreneurial Programs Fuel Growth for Emerging Technologies

TECH Fort Worth s Entrepreneurial Programs Fuel Growth for Emerging Technologies TECH Fort Worth s Entrepreneurial Programs Fuel Growth for Emerging Technologies TECH Fort Worth is carving out a unique position as an emerging technology development center with a talent for helping

More information

Recent Business Cases

Recent Business Cases Entrepreneur$hip Recent Business Cases Bay Collection Boutique Retail CodoniX Medical Software Signal International Heavy Marine Manufacturing 2 ENTREPRENEURSHIP so you want to own or run a business! Are

More information

The Value Prop Sales Acceleration Program

The Value Prop Sales Acceleration Program The Value Prop Sales Acceleration Program Mastering the 20 Pivotal Sales Conversations that Advance and Close More Sales Your sales team is the critical path of your B2B marketing success. Equip your sales

More information

Vice President, Marketing and Customer Experience Wealth Management

Vice President, Marketing and Customer Experience Wealth Management Vice President, Marketing and Customer Experience Wealth Management About the Organization: CUNA Mutual Group is the leading financial services provider to credit unions and their members worldwide. For

More information

Common Denominator Relationships: Aligning the Franchisor and Franchisee Objectives.

Common Denominator Relationships: Aligning the Franchisor and Franchisee Objectives. Common Denominator Relationships: Aligning the Franchisor and Franchisee Objectives. Prepared by: Joe Fahey, CFA, Senior Director of Planning, Business Advisory Services, Wells Fargo Bank. In this white

More information

Key Steps Before Talking to Venture Capitalists

Key Steps Before Talking to Venture Capitalists Key Steps Before Talking to Venture Capitalists Some entrepreneurs may not be familiar with raising institutional capital to grow their businesses. Expansion plans beyond common organic growth are typically

More information

Seed Funding and Venture Capital Course Certificate Program. Greg Horowitt, Managing Director, T2 Venture Capital Kauffman Fellow, Class XV

Seed Funding and Venture Capital Course Certificate Program. Greg Horowitt, Managing Director, T2 Venture Capital Kauffman Fellow, Class XV Seed Funding and Venture Capital Course Certificate Program Greg Horowitt, Managing Director, T2 Venture Capital Kauffman Fellow, Class XV Overview Introduction to Venture Capital Instruction provided

More information

Randstad Enterprise Healthcare Solutions. talent, strategic services, workforce management and technology solutions

Randstad Enterprise Healthcare Solutions. talent, strategic services, workforce management and technology solutions Randstad Enterprise Healthcare Solutions talent, strategic services, workforce management and technology solutions Randstad Enterprise Healthcare Solutions talent, strategic services, workforce management

More information

How Do Venture Capital Investors Add Value To Portfolio Companies?

How Do Venture Capital Investors Add Value To Portfolio Companies? This article first appeared in slightly modified form in Top Capital October 2007 Capital Investors Add by Joseph Chan Corporate & Securities Joseph Chan +86.21.63351128 joseph.chan@pillsburylaw.com Joseph

More information

We Fight Cancer: Care That Never Quits

We Fight Cancer: Care That Never Quits We Fight Cancer: Care That Never Quits Cancer Treatment Centers of America (CTCA ) delivers an extraordinary patient experience we call Patient Empowered Care. We deliver state-of-the-art, high quality

More information

We design talent strategies that accelerate business outcomes.

We design talent strategies that accelerate business outcomes. 1 We design talent strategies that accelerate business outcomes. Where there are critical gaps, we build talent from within and attract new talent from the outside. At every level of the enterprise, we

More information

Raising Business Angel Investment. EBAN Institute Bootcamp Moscow 2 nd October 2013

Raising Business Angel Investment. EBAN Institute Bootcamp Moscow 2 nd October 2013 Raising Business Angel Investment EBAN Institute Bootcamp Moscow 2 nd October 2013 Executive summary 1 2 3 Equity raising process Top three investment criteria Company executive summary Business plant

More information

Growth Academy. Startup Commons Global Startup Curriculum. Jan 26, 2016.

Growth Academy. Startup Commons Global Startup Curriculum. Jan 26, 2016. Startup Commons Global + + www.startupcommons.org + + @startupcommons + + Growth Academy Startup Curriculum Jan 26, 2016 Copyrights Startup Commons 2016 Part of the Growth Academy Discovering the startup

More information

Talent Analytics. Compare Your Talent against the Best in Your Industry

Talent Analytics. Compare Your Talent against the Best in Your Industry Talent Analytics Compare Your Talent against the Best in Your Industry How Effective are Your People Strategies? The largest proportion of an organization s expenditure is on its people. But how effective

More information

Sanford Rose Associates Healthcare Services Executive Search. www.sanfordrose.com/mountpleasant. Finding people who make a difference

Sanford Rose Associates Healthcare Services Executive Search. www.sanfordrose.com/mountpleasant. Finding people who make a difference Sanford Rose Associates Healthcare Services Executive Search www.sanfordrose.com/mountpleasant Finding people who make a difference Our vision is to be the preferred provider of Healthcare Services Executive

More information

Keys To IP Collaborations With Universities: Part 3

Keys To IP Collaborations With Universities: Part 3 Portfolio Media. Inc. 860 Broadway, 6th Floor New York, NY 10003 www.law360.com Phone: +1 646 783 7100 Fax: +1 646 783 7161 customerservice@law360.com Keys To IP Collaborations With Universities: Part

More information

Job Title: EPIC Consulting Practice Director. Organization Name: Innovative Healthcare Solutions, Inc. About the organization:

Job Title: EPIC Consulting Practice Director. Organization Name: Innovative Healthcare Solutions, Inc. About the organization: Job Title: EPIC Consulting Practice Director Organization Name: Innovative Healthcare Solutions, Inc. About the organization: Innovative Healthcare Solutions, Inc. (IHS) was founded in 2000 as a healthcare

More information

The vision of the Belk College of Business is to be a leading urban research business school.

The vision of the Belk College of Business is to be a leading urban research business school. The vision of the Belk College of Business is to be a leading urban research business school. To fulfill this vision we must: Offer a full array of rigorous and innovative undergraduate, graduate, and

More information

The Critical Factor Assessment: Planning for Venture Success

The Critical Factor Assessment: Planning for Venture Success The Critical Factor Assessment: Planning for Venture Success A complimentary white paper from The Canadian Innovation Centre Introduction Launching a new business is a complex and risky process. Whether

More information

Raising Venture Capital: An Entrepreneurial & GP/LP Perspective

Raising Venture Capital: An Entrepreneurial & GP/LP Perspective Global Private Equity Investing Conference April 2, 2008 Raising Venture Capital: An Entrepreneurial & GP/LP Perspective Pradeep Pandey Board Member, TiE Silicon Valley CEO, Gelina, Inc. Agenda An Entrepreneur

More information

The Art of Negotiation

The Art of Negotiation A R T O F N E G O T I A T I O N G R O W S M A R T E R CorpU Academy courses bring you leadership development programs from the world s most renowned universities and prominent faculty to solve your critical

More information

Introduction. Going to the Next Level

Introduction. Going to the Next Level By Shelli Bischoff-Turner This article defines an integrated strategy to help nonprofits create more sustainable organizations that realize their fullest potential to achieve mission. Introduction Are

More information

GROWING REVENUES In A Cloud Services Business

GROWING REVENUES In A Cloud Services Business GROWING REVENUES In A Cloud Services Business By Steve Lanchak, Former SVP at HCL and currently a Strategic IT consultant Having spent over 25 years building and leading professional services teams in

More information

Sales Channel. For Your. Stephen N. Davis. Partnering With Clients to Drive Sustainable Profitable Growth. What We ll be Covering

Sales Channel. For Your. Stephen N. Davis. Partnering With Clients to Drive Sustainable Profitable Growth. What We ll be Covering Choosing the Right Sales Channel For Your Startup Stephen N. Davis Partnering With Clients to Drive Sustainable Profitable Growth What We ll be Covering Developing your channel strategy Types of sales

More information

Innovative. Forward-Thinking. Innovative Software Outsourced Services Custom Solutions Data Conversions. Business Solutions

Innovative. Forward-Thinking. Innovative Software Outsourced Services Custom Solutions Data Conversions. Business Solutions Innovative Innovative Software Outsourced Services Custom Solutions Data Conversions Forward-Thinking Business Solutions The Road to Success is Paved with The Solutions and Services You Need, Backed by

More information

Online MBA. Do More Than Study Business. Lead It.

Online MBA. Do More Than Study Business. Lead It. Online MBA Do More Than Study Business. Lead It. Welcome Letter It is my honor and pleasure to welcome you to the D Amore-McKim School of Business at Northeastern University. Since its founding in 1922,

More information

How to develop and deploy European operations for high-end B2B software companies

How to develop and deploy European operations for high-end B2B software companies How to develop and deploy European operations for high-end B2B software companies Accelerating growth of US software companies September 2003 Agenda 1- Why build international operations 2- Opportunities

More information

EXECUTIVE EDUCATION PROGRAMS 2015-2016

EXECUTIVE EDUCATION PROGRAMS 2015-2016 EXECUTIVE EDUCATION PROGRAMS 2015-2016 www.execed.ie.edu Today s challenges, tomorrow s opportunities INDEX IE Business School 03 Recognition 04 Designed for Driven Professionals & Business Leaders 05

More information

Talent & Organization. Change Management. Driving successful change and creating a more agile organization

Talent & Organization. Change Management. Driving successful change and creating a more agile organization Talent & Organization Change Management Driving successful change and creating a more agile organization 2 Organizations in both the private and public sectors face unprecedented challenges in today s

More information

BEST PRACTICES RESEARCH

BEST PRACTICES RESEARCH Frost & Sullivan 2015 1 "We Accelerate Growth" Contents Background and Company Performance... 3 Industry Challenges... 3 Customer Impact and Business Impact... 4 Conclusion... 6 Significance of Customer

More information

Proceed boldly. Inspire social impact. Make your difference.

Proceed boldly. Inspire social impact. Make your difference. Proceed boldly. Inspire social impact. Make your difference. What s Occurring Today in philanthropy? Donors, foundation executives, philanthropic organizations and the professional advisors who counsel

More information

President and CEO. Research Park Corporation. Baton Rouge, Louisiana

President and CEO. Research Park Corporation. Baton Rouge, Louisiana July 2014 President and CEO Research Park Corporation Baton Rouge, Louisiana Introduction The Research Park Corporation (RPC) was established as a public, nonprofit corporation in 1992 by the Louisiana

More information

How HR Can Maximise ROI in SaaS Talent Management Solutions

How HR Can Maximise ROI in SaaS Talent Management Solutions Interview with Riges Younan How HR Can Maximise ROI in SaaS Talent Management Solutions Published Oct 19, 2015, Inside HR Magazine. How is SaaS technology influencing strategy and process around talent

More information

VENTURE CAPITAL 101 I. WHAT IS VENTURE CAPITAL?

VENTURE CAPITAL 101 I. WHAT IS VENTURE CAPITAL? VENTURE CAPITAL 101 I. WHAT IS VENTURE CAPITAL? Venture capital is money provided by an outside investor to finance a new, growing, or troubled business. The venture capitalist provides the funding knowing

More information

INTELEMARK BENEFITS OF OUTSOURCING TO B2B LEAD GENERATION COMPANIES

INTELEMARK BENEFITS OF OUTSOURCING TO B2B LEAD GENERATION COMPANIES INTELEMARK BENEFITS OF OUTSOURCING TO B2B LEAD GENERATION COMPANIES Benefits of Outsourcing to B2B Lead Generation Companies Growing business-to-business (B2B) organizations depends on the continuous identification

More information

Jennifer Salerno Campus Relationship Manager Credit Suisse Campus Recruiting phd.recruiting@credit-suisse.com

Jennifer Salerno Campus Relationship Manager Credit Suisse Campus Recruiting phd.recruiting@credit-suisse.com To all Ph.D. and Quantitative Master's Degree students: In our last communication to you, we announced that Credit Suisse posted several full-time and summer opportunities through your University's Career

More information

MICHAEL GODFREY ANDREWS Seattle, WA 206.953.5751 mgandrews3@gmail.com www.linkedin.com/in/mgandrews

MICHAEL GODFREY ANDREWS Seattle, WA 206.953.5751 mgandrews3@gmail.com www.linkedin.com/in/mgandrews MICHAEL GODFREY ANDREWS Seattle, WA 206.953.5751 mgandrews3@gmail.com www.linkedin.com/in/mgandrews PROFILE Driver of sales growth through focused changes in process, people and tools. Consistently implements

More information

Sales Management Compensation

Sales Management Compensation Sales Management Compensation By Alex Rogers, CEO, CharTec LLC I believe that an effective Sales Manager needs to do exactly what the title says manage the sales force. Many times companies have sales

More information

Change is happening: Is your workforce ready? Many power and utilities companies are not, according to a recent PwC survey

Change is happening: Is your workforce ready? Many power and utilities companies are not, according to a recent PwC survey January 2012 Change is happening: Is your workforce ready? Many power and utilities companies are not, according to a recent PwC survey At a glance Our utilities-industry survey shows that many companies

More information

CHANGE AGENTS: HOW STATES CAN DEVELOP EFFECTIVE SCHOOL LEADERS

CHANGE AGENTS: HOW STATES CAN DEVELOP EFFECTIVE SCHOOL LEADERS CHANGE AGENTS: HOW STATES CAN DEVELOP EFFECTIVE SCHOOL LEADERS West Comprehensive Center: Building the Capacity of Principals as Instructional Leaders October 24, 2013 Warm-Up How effective are your policies

More information

THE NATIONAL HUMAN SERVICES ASSEMBLY President and CEO Washington, DC

THE NATIONAL HUMAN SERVICES ASSEMBLY President and CEO Washington, DC THE NATIONAL HUMAN SERVICES ASSEMBLY President and CEO Washington, DC EXECUTIVE SUMMARY The National Human Services Assembly (the National Assembly), the premier professional association for the nation

More information

Online Master of Science in Finance Master the Financial Side of Business

Online Master of Science in Finance Master the Financial Side of Business Online Master of Science in Finance Master the Financial Side of Business Welcome Letter It is my honor and pleasure to welcome you to the D Amore-McKim School of Business at Northeastern University. Since

More information

DIANNA SADLOUSKOS BACKGROUNDER www.sadlouskos.com EXPERIENCE

DIANNA SADLOUSKOS BACKGROUNDER www.sadlouskos.com EXPERIENCE EXPERIENCE SADLOUSKOS CONSULTING SERVICES March 2006 to present FOUNDER, PRINCIPAL CONSULTANT Dianna Sadlouskos is a management consultant with twenty years experience supporting higher education institutions

More information

Position Description BUSINESS ASSOCIATE PROGRAM CLASS OF 2015 THE COMPANY OUR CULTURE GROWTH AND DEVELOPMENT BUSINESS ASSOCIATE ROLES

Position Description BUSINESS ASSOCIATE PROGRAM CLASS OF 2015 THE COMPANY OUR CULTURE GROWTH AND DEVELOPMENT BUSINESS ASSOCIATE ROLES BUSINESS ASSOCIATE PROGRAM CLASS OF 2015 THE COMPANY Tracing our roots to 1928, Wellington Management Company, LLP is one of the world s largest independent investment management firms. With US$904 billion

More information

BoardroomBasics. Knowledge Resources for Health Care Governance Effectiveness

BoardroomBasics. Knowledge Resources for Health Care Governance Effectiveness BoardroomBasics Knowledge Resources for Health Care Governance Effectiveness Overview of Board Roles and Responsibilities INSIDE Major Board Functions 1 A Visionary Board 3 Eligibility Criteria 5 Bibliography

More information

How to Succeed. Marketing Automation. A Change Management Lesson Plan. with

How to Succeed. Marketing Automation. A Change Management Lesson Plan. with How to Succeed with Marketing Automation A Change Management Lesson Plan 1 Introduction Implementing a marketing automation solution is just the beginning to achieving marketing greatness. You need to

More information

THE SUSTAINABLE WAY TO GROW

THE SUSTAINABLE WAY TO GROW Financial Services POINT OF VIEW THE SUSTAINABLE WAY TO GROW WHAT WEALTH MANAGERS CAN LEARN FROM OTHER PROFESSIONAL SERVICES AUTHOR Philippe Bongrand, Partner Wealth Management is a professional services

More information

Better Onboarding to Enable Organizational Agility

Better Onboarding to Enable Organizational Agility RTM Consulting Better Onboarding to Enable Organizational Agility A Guide for the Support Services Executive Randy Mysliviec President & CEO RTM Consulting 2 2012-2014 All rights reserved. Better Onboarding

More information

Mobility Magazine/ May 2004 reprint. By John G. Schieman

Mobility Magazine/ May 2004 reprint. By John G. Schieman By John G. Schieman Global corporations are increasingly under pressure to perform. High caliber executive leadership is an essential element of that success. Many companies are asking, Do we have sufficient

More information

Department of Human Resources

Department of Human Resources Workforce Services Workforce Policy and Planning Department Management/ Human Resource Information Systems Employee Relations Employment Compensation and Workforce Analysis Employee Benefits Organizational

More information

2015 European Conferencing Services Competitive Strategy Innovation and Leadership Award

2015 European Conferencing Services Competitive Strategy Innovation and Leadership Award 2015 European Conferencing Services Competitive Strategy Innovation and Leadership Award 2015 Contents Background and Company Performance... 3 Industry Challenges... 3 Strategy Innovation and Customer

More information

Academic Programs Committee of Council

Academic Programs Committee of Council 1 Academic Programs Committee of Council University Course Challenge Additional posting: July 4, 2011 Contents: College of Graduate Studies & Research: MBA program, Edwards School of Business Program revisions

More information

CSR / Sustainability Governance and Management Assessment By Coro Strandberg Principal, Strandberg Consulting www.corostrandberg.

CSR / Sustainability Governance and Management Assessment By Coro Strandberg Principal, Strandberg Consulting www.corostrandberg. Introduction CSR / Sustainability Governance and Management Assessment By Coro Strandberg Principal, Strandberg Consulting www.corostrandberg.com June 2015 Companies which adopt CSR or sustainability 1

More information

Saligent Software High-Yield Marketing sm INFORMATION BRIEF Copyright Saligent Software, Inc. 2000, all rights reserved. Version 1.

Saligent Software High-Yield Marketing sm INFORMATION BRIEF Copyright Saligent Software, Inc. 2000, all rights reserved. Version 1. Saligent Software High-Yield Marketing sm INFORMATION BRIEF Copyright Saligent Software, Inc. 2000, all rights reserved. Version 1. NAVIGATING THE MARKETING AUTOMATION MINEFIELD by Christopher Ryan President

More information

The Definitive Guide to Employee Advocacy Programs

The Definitive Guide to Employee Advocacy Programs The Definitive Guide to Employee Advocacy Programs Helping Employees Use LinkedIn and Twitter to Drive Brand Awareness, Traffic, and Leads By NEAL SCHAFFER & PEOPLELINX The Definitive Guide to Employee

More information

A new driver in business innovation and job growth for Michigan

A new driver in business innovation and job growth for Michigan Macomb incubator Technology Advancement SmartZone SM* of Sterling Heights A new driver in business innovation and job growth for Michigan Our INCubator What is a Business Incubator? A business incubator

More information

Fast Starter By Shelly Garcia

Fast Starter By Shelly Garcia San Fernando Valley Business Journal August 1, 2005 Fast Starter By Shelly Garcia When it opened in May, California United Bank held the distinction of being the largest publicly-held state-chartered bank

More information

The Economic and Programmatic Impacts of the Maryland Technology Development Corporation on the Maryland Economy

The Economic and Programmatic Impacts of the Maryland Technology Development Corporation on the Maryland Economy EXECUTIVE SUMMARY The Economic and Programmatic Impacts of the Maryland Technology Development Corporation on the Maryland Economy PREPARED BY: Battelle Technology Partnership Practice PREPARED FOR: The

More information

20701 Manhattan Place, Torrance, CA 90501 USA 310-518-2380 www.amag.com

20701 Manhattan Place, Torrance, CA 90501 USA 310-518-2380 www.amag.com Overview: AMAG Technical Services provides a variety of solutions including but not limited to technical support, training and professional services. Technical Services delivers these services through

More information

6 Steps To A Winning Wealth Management Plan

6 Steps To A Winning Wealth Management Plan 6 Steps To A Winning Wealth Management Plan We believe everyone should have a thoughtful and specific wealth management strategy. A sports analogy here is appropriate, as many of the same steps are required

More information

Managed Service Marketing

Managed Service Marketing Managed Service Marketing Produce Deliver Design Measure Enterprise Marketing on an SMB Budget. The Problem: Your Prospects are Shopping Without You They self educate and do whatever it takes to thin the

More information

Procurement must be more than just cost cutting

Procurement must be more than just cost cutting Procurement must be more than just cost cutting In today s challenging environment, aggressive cost control has become a common theme in the pharmaceutical industry. It became fashionable later than in

More information

Unlocking Business Performance: A Business Leaders Story of Transforming a Financial Services Firm June 2011

Unlocking Business Performance: A Business Leaders Story of Transforming a Financial Services Firm June 2011 Unlocking Business Performance: A Business Leaders Story of Transforming a Financial Services Firm June 2011 1 Copyright 2001-2010 DNA Behavior International The New Performance Paradigm I was recently

More information

Venture Capital, Funding & Pitching. Zubin Chagpar, Venture Capital Business Development, Amazon Web Services @phylosopher

Venture Capital, Funding & Pitching. Zubin Chagpar, Venture Capital Business Development, Amazon Web Services @phylosopher Venture Capital, Funding & Pitching Zubin Chagpar, Venture Capital Business Development, Amazon Web Services @phylosopher Why do we talk about this? Work with many startups & EMEA s leading VC s Discuss

More information

Zenith: A Strategic Funding Journey for Tech CEOs

Zenith: A Strategic Funding Journey for Tech CEOs Zenith: A Strategic Funding Journey for Tech CEOs An initiative of the ISA Software Skillnet in association with the Irish Software Association and the Irish Management Institute Do you have the knowle

More information

POSITION GUIDE. Leukemia & Lymphoma Society (LLS) MISSION

POSITION GUIDE. Leukemia & Lymphoma Society (LLS)  MISSION POSITION GUIDE INSTITUTION: POSITION: REPORTS TO: LOCATION: Leukemia & Lymphoma Society (LLS) www.lls.org Executive Director, Indiana Chapter Region Vice President Indianapolis, IN MISSION The mission

More information

MOBILE SALES ENABLEMENT FOR SALES OPS AT A GLANCE

MOBILE SALES ENABLEMENT FOR SALES OPS AT A GLANCE MOBILE SALES ENABLEMENT FOR SALES OPS AT A GLANCE Liberating stranded enterprise data is increasingly a priority for companies looking to make efficiency gains for business impact. In addition, in a world

More information

Developing the edge or scaling the core through corporate venturing Internet of Things. Daan Witteveen

Developing the edge or scaling the core through corporate venturing Internet of Things. Daan Witteveen Developing the edge or scaling the core through corporate venturing Internet of Things Daan Witteveen Global M2M Connections (billion) The Global IOT Market is expected to see a forecasted to grow at a

More information

Clinical Co-Management Arrangements Presented by: Ted Clemans & Bill Clayton tclemans@cshco.com wclayton@cshco.com. Guest Speaker: Steve Eisentrager

Clinical Co-Management Arrangements Presented by: Ted Clemans & Bill Clayton tclemans@cshco.com wclayton@cshco.com. Guest Speaker: Steve Eisentrager Presented by: Ted Clemans & Bill Clayton tclemans@cshco.com wclayton@cshco.com Guest Speaker: Steve Eisentrager Our Credentials Clark Schaefer Hackett (Accounting & Consulting Firm) Ted Clemans, is a Principal

More information

The Accountability Factor... Here s How to Make it Work for You and Your Business

The Accountability Factor... Here s How to Make it Work for You and Your Business The Accountability Factor... Here s How to Make it Work for You and Your Business actioncoach.com Introduction Is there a single word that can differentiate business coaching from business consulting?

More information

Telecom Management: Illustrating Business Value to the C-Suite. Sponsored by:

Telecom Management: Illustrating Business Value to the C-Suite. Sponsored by: Telecom Management: Illustrating Business Value to the C-Suite Sponsored by: Telecom Management: Illustrating Business Value to the C-Suite TELECOM MANAGEMENT Telecom management is the business practice

More information

Sales Performance Improvement

Sales Performance Improvement Sales Performance Improvement The CappcoPartners team manage and improve revenue generation processes by fine tuning the value proposition, implementing demand creation campaigns which drive quality leads

More information

GLOSSARY OF STRATEGIC MANAGEMENT TERMS

GLOSSARY OF STRATEGIC MANAGEMENT TERMS GLOSSARY OF STRATEGIC MANAGEMENT TERMS Acquisition: When one company, the acquirer, purchases and absorbs the operations of another, the acquired. Barriers to Entry/Exit: Economic or other characteristics

More information

Professional Services Organizations (PSO) Need Professional Services Automation (PSA)

Professional Services Organizations (PSO) Need Professional Services Automation (PSA) RTM Consulting Professional Services Organizations (PSO) Need Professional Services Automation (PSA) PSOs Eat Your Own Dog Food Randy Mysliviec President & CEO 1-855-786-2555 RTM Consulting 2 2007-2015

More information

IBM Executive Point of View: Transform your business with IBM Cloud Applications

IBM Executive Point of View: Transform your business with IBM Cloud Applications IBM Executive Point of View: Transform your business with IBM Cloud Applications Businesses around the world are reinventing themselves to remain competitive in a time when disruption is the new normal.

More information

Accenture Perfect CPG Analytics. End-to-end analytics services for fact-based business decisions and high-performing execution

Accenture Perfect CPG Analytics. End-to-end analytics services for fact-based business decisions and high-performing execution Accenture Perfect CPG Analytics End-to-end analytics services for fact-based business decisions and high-performing execution Moving from insights to action at speed Consumer Packaged Goods (CPG) companies

More information

Customer Centricity The Key to a Sustainable Future

Customer Centricity The Key to a Sustainable Future Customer Centricity The Key to a Sustainable Future Page 0 Customer sdas Centricity The Key to a Sustainable Future Vanessa Gavan Founder and Managing Director Maximus International In today s competitive

More information

Emerson.com 70 % countries in which emerson operates. the past 10 yrs still at emerson. through the program

Emerson.com 70 % countries in which emerson operates. the past 10 yrs still at emerson. through the program Emerson.com 150 countries in which emerson operates 37 Years of MBAs through the program 70 % of MBAs hired in the past 10 yrs still at emerson we re looking for you. Name a challenge. Live your passion.

More information

Financing Options for Companies at Each Stage of Growth

Financing Options for Companies at Each Stage of Growth Financing Options for Companies at Each Stage of Growth Nia Stefany Managing Partner Contents Introduction to Who We Are What is an Investment banker? Investment Bankers Value Proposition Investors Expectations

More information

Franchise Opportunity

Franchise Opportunity Franchise Opportunity About Us Exactly what does it take to put the right person in the right position? A great resume? A good interview? A gut feeling? At NEXTAFF, the Professional Hiring Organization,

More information

Equity Crowdfunding: Growing But Not Yet Of Age

Equity Crowdfunding: Growing But Not Yet Of Age Equity Crowdfunding: Growing But Not Yet Of Age By: Geri Stengel Why equity crowdfunding is important Need less than $5 million to make your business dream a reality? Good luck with that! Banks regard

More information

AGENCYINGRAMMICRO 2015 PROGRAMS

AGENCYINGRAMMICRO 2015 PROGRAMS AGENCYINGRAMMICRO 2015 PROGRAMS Marketing to channel partners is getting more complex and critical for business growth. The better you understand your solution-provider partners needs and business structures,

More information

Business and Finance Technology Education Frameworks Entrepreneurship

Business and Finance Technology Education Frameworks Entrepreneurship Content Standard 1 Profession Recognize characteristics of an entrepreneur; determine opportunities and problem recognition and pursuit. Strand 1 Recognize that entrepreneurs possess unique characteristics

More information

Unleashing your growth potential Product Innovation and Development

Unleashing your growth potential Product Innovation and Development www.pwc.se Unleashing your growth potential Product Innovation and Development Delivering growth and profitability through innovative products and services Knowledge Innovation Unleashing potential PwC

More information

Financing for the Next Level C E O - S O L O M O N G L O B A L H O L D I N G S

Financing for the Next Level C E O - S O L O M O N G L O B A L H O L D I N G S Financing for the Next Level J. LUKE WESTERMAN C E O - S O L O M O N G L O B A L H O L D I N G S Table of Contents How to get your business growth capital Overview of capital sources Debt Traditional Financing

More information

Create Your Own $1 Million Message Elevator Pitch Template Workbook. How to Build A Multimillion Dollar Business Your Step-By-Step Marketing Roadmap

Create Your Own $1 Million Message Elevator Pitch Template Workbook. How to Build A Multimillion Dollar Business Your Step-By-Step Marketing Roadmap Create Your Own $1 Million Message Elevator Pitch Template Workbook How to Build A Multimillion Dollar Business Your Step-By-Step Marketing Roadmap 1 Welcome We help heart-centred entrepreneurs to save

More information

Company Overview. Copyright 2007-2013 Abacus Red, LLC Abacist Group Overview 02.01.13

Company Overview. Copyright 2007-2013 Abacus Red, LLC Abacist Group Overview 02.01.13 Company Overview Our Company Abacist Group is a management consulting firm dedicated to providing services to our clients that result in higher performance and sustainable growth. Abacist Group offers

More information

Sales Process White Paper

Sales Process White Paper The objective of this white paper is to explain the value of implementing and managing consistent sales processes. The data included in the white paper has been taken from a variety of sources including

More information

Developing Metrics That Drive Growth and Profitability

Developing Metrics That Drive Growth and Profitability Developing Metrics That Drive Growth and Profitability Presenter: Mike Cleland Presented by Bond International Software, Inc. The worldwide leader in staffing and recruiting software. Introduction: The

More information

Improving Sales Performance: New Rules for Leaders

Improving Sales Performance: New Rules for Leaders Improving Sales Performance: New Rules for Leaders by Ron D Andrea and Paul Hennessey BayGroup International Improving sales performance has never been more important for major global corporations. After

More information

TRANSFORMING FOR SUCCESS: CONTINUOUS VALUE CREATION

TRANSFORMING FOR SUCCESS: CONTINUOUS VALUE CREATION TRANSFORMING FOR SUCCESS: CONTINUOUS VALUE CREATION Brian Shea President, Investment Services Suresh Kumar Chief Information Officer November 12, 2013 The Investments Company for the World Leading Servicer

More information

DataKey Project Overviews: Business Intelligence

DataKey Project Overviews: Business Intelligence DataKey Project Overviews: Companies Customer Insight to Drive Company Strategy 2 Projection Profiles for Strategic Planning Process 2 Benchmarking Private Brand Progress 3 Competitive Compensation Design

More information

Sales Pipeline Acceleration

Sales Pipeline Acceleration S A L E S S T A F F P I P E L I N E A C C E L E R AT I O N Sales Pipeline Acceleration SalesStaff provides high-level appointment setting and demand generation services for business-to-business complex-sale

More information

Venture Capital Basics

Venture Capital Basics Venture Capital Basics Presented by B. Marc Averitt Matthew V. Waterman Managing Director Partner Okapi Venture Capital Corporate Counsel Group LLP Phone: (949) 715-5555 Phone: (949) 548-1790 averitt@okapivc.com

More information

ARROWHEAD TECHNOLOGY INCUBATOR OVERVIEW AND RESOURCES GUIDE

ARROWHEAD TECHNOLOGY INCUBATOR OVERVIEW AND RESOURCES GUIDE ARROWHEAD TECHNOLOGY INCUBATOR OVERVIEW AND RESOURCES GUIDE Arrowhead Technology Incubator (ATI) at New Mexico State University (NMSU) gives scalable startups the team, tools, and resources needed to turn

More information

2014 2014 NNBS BS Co Consul nsultiting G ng r G oroup, up, Inc I. nc. Te Tell:: 415.309. 415. 7017 309.7017

2014 2014 NNBS BS Co Consul nsultiting G ng r G oroup, up, Inc I. nc. Te Tell:: 415.309. 415. 7017 309.7017 2014 2014 NBS NBS Consulting Consulting Group, Group, Inc. Inc. Tel: Tel: 415.309.7017 415.309.7017 Customers are constantly re-framing how they interact with you based on: how well you fit their evolving

More information

One Source...Many Resources Making HR & Benefits Easy

One Source...Many Resources Making HR & Benefits Easy HR, BENEFITS, & PAYROLL TECHNOLOGY MODEL FLEXIBLE HR, BENEFITS, & PAYROLL SOLUTIONS CO-SOURCED TO ENSURE SUCCESS HR, Benefits, & Payroll Consulting Consultation to identify new technologies that are available

More information

CEB s Workforce Surveys & Analytics

CEB s Workforce Surveys & Analytics CEB s Workforce Surveys & Analytics 3 80% of the 4,000 business leaders CEB surveyed in 2011 said engagement initiatives do not drive business outcomes at their companies. Mobilizing the Workforce: Enable

More information