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  • We’d probably all agree that we’re inundated by information throughout the day that impacts how we make decisions, steers our individual goals, our work across our teams, even impacting the overall results our company is able to achieve.Whereas a few years back the challenge was that we didn’t have the capability to get to the information—the tools were rudimentary, there were not enough data connections, the bandwidth was not there, etc., today’s challenge is that it’s everywhere you look, we have too much access, it’s in too many places, and now it’s hard to corral it all in time to help us in our jobs.The challenge for organizations, teams, and individuals today is to find a way to harness the power of this information to make it work our advantage. And that’s where BI comes into play. When you use BI you get better results throughout your organization.

CFO-Summit-Pinnacle CFO-Summit-Pinnacle Presentation Transcript

  • Coming Up for Air:
    Financial Management in Turbulent Waters
  • Leveraging Technologyfor a Competitive Advantage (in 57 minutes)
    Craig C. Sroda
    CEO / Partner
    csroda@pinnacleofindiana.com
    Mark J. Meyer
    COO
    mmeyer@pinnacleofindiana.com
  • Bean Counter or Rockstar CFO
  • Role of CFO
    5 Key Roles
    Data Visibility
    Staying Ahead of Curves
    Quick Wins
    Empower the Organization
    Design the Right Roadmap **
  • Technology Plan
  • Gartner Study
    IT Spend – Up 1.1% from 2009 and growing
    49% Finalize IT Budgets in Q4
    26% Finalize IT Budgets in Q1
    11% Never Get Finalized
  • Technology Score
    100
    0
    Basic
    Standardized
    Rationalized
    Dynamic
    People  Process  Technology
    Managed and
    consolidated IT
    infrastructure
    with maximum
    automation
    Fully automated
    management,
    dynamic resource
    usage, business-
    linked SLAs
    Managed IT
    infrastructure
    with limited
    automation
    Uncoordinated,
    manual
    infrastructure
    Cost Center
    More Efficient Cost Center
    Business Enabler
    Strategic Asset
  • Data Silos
    ERP
    CRM
    Outlook
    Sales Systems
    Web Sites
    Portals
    Service
    Warranty
    More…..
  • What NOT To Do
    Ignore your Company Technology Score
    Not Assign an Internal Champion
    Technology for Technology Sake
    Penny Pinch
    Force Phases and Culture Change
    (Maturity Example)
  • CRM Maturity Phases
  • Quick Wins
    Dual/Multiple Monitors
    Understand Key Numbers for Leaders/Teams
    Electronic Emailing of Invoicing/Statements
    Quick Automated Reports (Accounting & Sales)
    Trainingon What you Own
    Email Filtering
    Share Point (free with Windows Server)
    AP Invoicing w/Document Imaging

  • TechnologyChange
    RegulatoryCompliance
    Competition
    Security
    Keep BusinessUp & Running
    CostReduction
    End-User
    Productivity
    Customer
    Connection
    Business Results& New Value
    Leverage TechnologyMore Pressure Than Ever on IT Budgets
    More pressure than ever to reduce costs
    20%New
    80%Maintenance
    … with limited resources for advancing capability
    More pressure than ever to deliver business value
  • Business Intelligence
    Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions
    • Reports
    • Automated Delivery of Reports
    • Excel Lists and Pivot Tables
    • Data Mining / Data Centralization
    • Dashboards
  • BI, KPI, Alerts, Dashboards
  • Workflow/BPA
    Estimate custom design
    Unstructured
    Create Invoice
    Complete
    Sale
    Create
    Quote
    Create
    Oppt’y
    Create
    Lead
    Get specs from customer
    Validate specs with Tech Sales
    Closed?
    Qualified?
    Approve proposed response
    Decide discount strategy
    Assemble proposed response
    Cost out the solution
    Retire
    Lead
    CRM
    ERP
  • Managed Services
    Proactive Device Monitoring
  • BI Simplifies and Summaries Information
    IM/chat
    Scorecards
    Spreadsheets
    Meetings
    Newspapers
    Scorecards
    Spreadsheets
    IM/chat
    Financial reports
    Newspapers
    Financial reports
    Documents
    Documents
    Meetings
    Email
    Email
    Portals
    Portals
    Slide decks
    Business books
    Slide decks
    Webcasts
    Business books
    Webcasts
    Presentations
    Presentations
    RSS feeds
    Project plans
    Project plans
    Intranet
    Intranet
    RSS feeds
    Blogs
    Dashboards
    Dashboards
    Magazines
    Analytic applications
    Analytic applications
    Magazines
    Internet
    Television reports
    Television reports
    Blogs
    Internet
    Charts and graphs
    Charts and graphs
  • Thank You
    Web Site
    www.pinnacleofindiana.com
    Blog Site
    www.pinnacleofindiana.com/blog/
  • Extra