2. The Need
1. Which KPI* measurements matter?
2. Are these being measured?
3. Do you have systems to report them?
4. How easy is it to run reports?
5. How often do you run reports?
6. How is the business performing relative to
others in your industry i.e. benchmarking?
* Key Performance Indicator
3. Benefits of Effective Systems
1. Meet and exceed customer expectations
2. Produce the same quality results every time
3. Improve employee performance
4. Facilitate growth
5. Reduce costs
6. Become an organised business
7. Solve problems on a consistent basis
8. Increase profitability and cash flow
4. Software Solutions
Office Productivity
Customer management tools (CRM)
On line marketing
Retail point of sale
Stock and margin mangement
Job profitability and project mangement
Mobile work forces
Payroll and HR
Supply chain
Accounting – debtors, creditors, general ledger
Performance reporting and cash flow forecasting
Not just
accounting
software
One
solution
does not fit
all
5. Why SMEtric?
1. Systems agnostic (no single software system preference)
2. Experienced mangement accountants and system
implementers
3. SME experts
4. Systems focused
5. New technology focused
6. On time, on budget, in scope fundamentals
6. The SMEtric Process
Coach business owners :
1. How to identify what information they need for all parts of
their business to make better decisions.
2. How to identify their current information issues, risks and
limiting factors and what to include in solution proposals.
3. How to document processes and how to improve or align
operations with industry best practice.
4. What is required in a project plan to make changes and what
to look out for in service agreements
Educate business owners on:
1. Some of the latest technology solution options
2. How to plan a systems implementation
7. Client Investment
• Initial meeting – Free
• Initial workshop - From $500
Identify information needs
Identify current issues risks and limitations
Confirm next steps and options