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Asyma E3 2012 - Management Best Practices - Tips & Tricks - Bruce Thurston, Keith Greeno
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Asyma E3 2012 - Management Best Practices - Tips & Tricks - Bruce Thurston, Keith Greeno

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Asyma E3 2012

Asyma E3 2012

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  • 1. Management Best Practices - Tips & Tricks:Let’s Get RealKeith Greeno, Dick Boorsma, - Asyma SystemsBruce Thurston - Management Resource Services
  • 2. Agenda• Continuous Improvement - enhancements• The Cloud• Training and getting help• Ease of use• Visual workflows• Sage Intelligence Reporting• How do we do it?• Questions?
  • 3. Continuous Business Improvements• Business must continually review and improve processes. – Management practices change – Technology Improvements • Awareness • Interest • Trial • adoption• Sage software enhancements – Why stay current? What’s in it for me?
  • 4. The Cloud - The Management Decision
  • 5. Training and getting help• Management consulting coaching – Flipping the norm 90:10 to 10:90 – Understanding current processes• Asyma – Support (Knowledge transfer agreements)• Sage - support – Sage support access/anytime training
  • 6. Ease of Use• Business process can be defined by role Sage Visual process flows• Software is 50% of the solution effective business processes are the other• All processes can be improved – How do we do things – How can we use changes to make things easier
  • 7. Visual Workflow
  • 8. Sage Intelligence Reporting• Specific reporting by company/individuals• Flexible versions (IFRS, Internal, External)• Excel functionality (Graphics, Formatting)• Drill down to detail (Forest to trees)• Push reporting (Dashboards, Scheduled)
  • 9. F9 Demonstration Company View GraphSales ForecastCurrent Year Actuals Budgets January February March April May June JulySales - Product Line B 298,478.32 301,189.03 303,924.35 306,684.49 278,522.75 281,052.23 280,453.52Sales - Product Line C 222,102.47 224,119.57 226,154.94 228,208.85 207,253.23 209,135.47 208,689.92Sales Discounts (95,328.70) (96,194.46) (97,068.05) (97,949.62) (88,955.25) (89,763.09) (89,571.87)Sales Returns and Allowances (9,952.51) (10,042.90) (10,134.11) (10,226.13) (9,287.12) (9,371.46) (9,351.49)Finance Charges 2,250.64 2,271.13 2,291.73 2,312.57 2,100.16 2,119.25 2,114.75Freight Charges 19,947.60 20,128.71 20,311.55 20,495.98 18,613.92 18,782.96 18,742.96 Total $ 437,497.82 $ 441,471.08 $ 445,480.41 $ 449,526.14 $ 408,247.69 $ 411,955.36 $ 411,077.79Next Year Budgets January February March April May June JulySales - Product Line B 282,751.17 285,295.94 287,863.60 289,590.78 291,328.33 292,784.97 295,127.25Sales - Product Line C 210,399.68 212,293.25 214,203.92 215,489.14 216,782.05 217,865.98 219,608.88Sales Discounts (90,305.72) (107,198.21) (108,162.98) (108,811.94) (109,464.81) (110,012.13) (110,892.24)Sales Returns and Allowances (11,091.89) (9,513.00) (11,292.45) (11,360.17) (11,428.34) (11,485.49) (11,577.36)Finance Charges 2,508.31 2,530.88 2,553.67 2,569.00 2,584.38 2,597.34 2,618.07Freight Charges 22,231.21 22,431.29 22,633.13 22,768.97 22,905.56 23,020.11 23,204.25 Total $ 416,492.76 $ 405,840.15 $ 407,798.89 $ 410,245.79 $ 412,707.17 $ 414,770.79 $ 418,088.85
  • 10. Special Reporting-Balanced Score Board
  • 11. How do we improve?• Project Management – Knowing what needs to be done – Knowing when it needs doing – Knowing who has to do it• Planning versus Just Doing It
  • 12. Questions?Asyma Systems Ltd Management Resource ServicesWe do more than measure value, we Bruce Thurston help create it. Results Based Leadership through:Our expertise in management, accounting Strategic Planning: and technology can help you grow a successful business. Do you know WHERE you are going? Analyze & streamline business WHY? And WHEN? processes Business improvement support Customize business system design Business Planning: Technology enhancements HOW will you get THERE and WHEN and with WHOM? Lethbridge AB T1H 5H8 Edmonton AB T5S 2J1 Calgary AB T3K 5X5 Operations Management: Saskatoon WHAT will you need to get there? People Development: WHO will take you there?