SlideShare a Scribd company logo
1 of 5
Download to read offline
POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo
Existing Business Idea Executive Summary Graduate Student
1
Who We Are and What We Do
POL Advisers provides performance, operations, and logistics solutions to strengthen the
capacity of both for- and non-profit organizations in Baltimore City. Our focus is on designing and
developing management information systems (MIS) that turn data into information, and information
into valuable knowledge. Data can provide a powerful narrative of an organization’s performance
and effectiveness – but only if that data is collected properly and analyzed thoroughly. We help
create systems that not only provide these narratives, but also provide ways to improve on those
narratives. Once these management information systems are integrated into the operations of an
organization, we can conduct analyses to monitor progress, analyze trends, and support data-driven
decision making.
How We Do It
1. We observe, listen, inquire, and examine the operations of our clients.
2. We gather an understanding of what they do, how they do it, and what they need to do in
order to function more effectively.
3. We examine how our clients collect their data and provide guidance on ways to improving
the data collection process.
4. We work with our clients to identify the key questions to address and create online platforms
for collecting the data necessary to provide insights and answers to those key questions.
5. We also evaluate our clients’ key performance indicators (KPI) and determine the best ways
to capture the necessary data.
Our Competitive Advantage
As a project and program manager for the Baltimore City School System and Baltimore City
Department of Social Services, I ran multifaceted projects that required a strong working knowledge
and understanding of operations, analysis, and information systems. This first-hand experience
allows me to make sense of complex data sets, extract meaning and understand the relationship
between each data set, and use it to improve organizational performance and program effectiveness.
I also have the skill set to act as an effective intermediary between end-users and developers,
ensuring that the goals of all parties are aligned and accomplished. Furthermore, I have three
excellent programmers/MIS specialists on my team.
We specialize in hyper-customized services, working closely with our clients to ensure that
the MIS developed is specifically tailored to their organization’s functions and constructed with the
flexibility to alter features, if necessary. Large vendors work the other way around – they sell one-
size-fits-all products that are rigid and demand organizations to work around their software. Further,
customizing the vendor’s MIS is often costly and time consuming; our clients can reach us anytime
and we work with them to debug/enhance features quickly and accurately.
POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo
Existing Business Idea Executive Summary Graduate Student
2
Our Business Model
1. We work with clients to design, develop and structure management information systems that
work for them, charging at an hourly rate. This iterative process can span anywhere from
several months to over a year – as our customers better understand their needs and as their
KPIs evolve over time.
2. Once a foundational system is developed, we charge a yearly fee for maintenance, data
auditing, and ad-hoc analyses.
3. We simultaneously seek out other clients in the same or similar fields who would appreciate
an MIS with a similar structure. If interested, clients are then charged a flat fee for the
proprietary MIS and an hourly rate for customization. Again they are later charged a yearly
fee for maintenance, data auditing and ad-hoc analyses. As these clients in a particular field
grow, our working knowledge of the field expands and our MIS becomes more sophisticated
and useful to all our clients.
4. We then plan to conduct a market analysis to determine whether a potential larger market
need exists. If the market analysis shows promise, we will pursue developing a
commercialized version of our software and sell licenses to cater to the market.
Judy Centers
POL Advisers obtained their first client, the Liberty Judy Center, in June 2015. In so doing,
we have entered a hyper niche market that we can capitalize on in the near term and a field that can
succeed in in the mass market in the longer term: Early Childhood Education and Holistic Family
Services.
Judy Centers were established to increase kindergarten readiness by providing access to early
childhood education and family support programs in impoverished communities. Through an
integrated services approach, Judy Centers collaborate with community-based agencies,
organizations and businesses to provide or arrange family assistance in services such as health care,
adult education, special needs identification and early intervention, child care, parenting classes and
family literacy.
Prior to the existence of our management information system, Judy Centers operated using
massive amounts of paper logs/forms and a variety of unlinked spreadsheets. In designing the MIS
for these Judy Centers, we created a user interface that integrates the different services that the Judy
Center provides for both the student and the family. We created comprehensive profiles for both
adults and children that capture academic information, case management, screenings and
interventions, activities and workshops attended, etc. This not only helps the Judy Center to better
understand and address the needs of the families they serve, but also facilitates the completion of
their grant reporting, provides performance measures and outcomes, and establishes accountability
measures to run a more effective Judy Center.
POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo
Existing Business Idea Executive Summary Graduate Student
3
Prospects
There are thirteen Judy Centers in Baltimore City. We are currently contracted by five of
them and another three have shown keen interest in our services; quotes have been submitted to
these schools and are pending approval from Baltimore City Schools Procurement Office. There are
68 Judy Centers in total all around the State of Maryland, all of whom have similar reporting and
data needs. Furthermore, the Baltimore Community Foundation announced in November 2015 its
commitment to Judy Centers with a $6 million contribution to the three-year expansion of nine new
Judy Centers in Baltimore City.
We have the support of the Baltimore City Schools Early Learning Office, who have been
advocating for our MI systems to be established in all Baltimore City Judy Centers. We are currently
in the process of obtaining approval from the Board of School Commissioners for POL Advisers to
be able to expend over the traditional $25,000 limit per fiscal year. When we receive board approval,
we can then establish a contract that includes annual maintenance service for each Baltimore City
Judy Center we serve. In the interim, the Early Learning Office has verbally committed to provide
us with an additional $25,000 in funds for fiscal year beginning July 1, 2016.
Once we have captured the Baltimore City Judy Center market, we plan to solicit and extend
services to Judy Centers across the State of Maryland. The long-term goal is to develop a
management information system that any organization providing holistic family support services can
use and benefit from.
POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo
Existing Business Idea Executive Summary Graduate Student
4
Appendices
I. Current Quote Cost Structure
Line Item Cost
Proprietary Relational Management Information Systems $3,000
Customization (20 hours @ $30/hour) $600
Introductory Technical Assistance Offer (25 hours @ $30/hour) $750
Additional Technical Assistance as Needed (100 hours @ $50/hour) $5,000
TOTAL $9,350
II. Future Quotes for Annual Maintenance (existing clients)
Line Item Cost
Maintenance, Data Auditing, Enhancements and Ad-Hoc Analyses $7,500
TOTAL $7,500
III. Client Acquisition History
Client Acquisition
Date
Purchase Orders
Approved
Liberty Judy Center 06/25/2015 $10,335
Arundel Judy Center 12/10/2015 $2,350
John Ruhrah Judy Center 01/20/2015 $8,650
Arlington Judy Center 02/10/2016 $3,850
Harford Heights Judy Center 02/10/2016 $8,650
TOTAL $33,835
IV. Projected Timeline for New Client Acquisition in the Near Term
School Year # of New Clients Rationale
SY 2015 – 2016 5 This is an actual number.
SY 2016 – 2017 13 We have tentative agreements with 3 other Judy Centers.
We are also confident that out of the 60 other Judy Centers
in the state, we can acquire at least 10 more, though this will
be a challenge as we move to other counties/school
districts.
SY 2017 – 2018 30 Once we have clients in other school districts, client
acquisition should increase exponentially due to word-of-
mouth and desire for consistency across Judy Centers.
SY 2018 - 2019 Develop software to license
POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo
Existing Business Idea Executive Summary Graduate Student
5
V. Financial Projections
SY 2015 – 2016 SY 2016 – 2017* SY 2017 – 2018*
Revenue $33,850 $159,050 $415,500
Total Cost: $36,225 $119,250 $307,500
Arnold’s Salary $26,070 $71,535 $182,850
Partner’s Contracting Costs $10,155 $47,715 $124,650
Profit -$2,375 $39,800 $108,000
*Projected based on cost structure in I and annual maintenance in II.

More Related Content

Similar to POL Advisers Executive Summary

Consulting Brochure / The Performance Institute
Consulting Brochure / The Performance InstituteConsulting Brochure / The Performance Institute
Consulting Brochure / The Performance InstituteNicole Cathcart
 
Datavibes Corporate Presentation Hr
Datavibes Corporate Presentation  HrDatavibes Corporate Presentation  Hr
Datavibes Corporate Presentation HrNigam Kumar [LION]
 
Annuity Monitor Awards 2019 Gold Medal Winners
Annuity Monitor Awards 2019 Gold Medal WinnersAnnuity Monitor Awards 2019 Gold Medal Winners
Annuity Monitor Awards 2019 Gold Medal WinnersCorporate Insight
 
Using Lifestyle Data in Today's and Tomorrow's World
Using Lifestyle Data in Today's and Tomorrow's WorldUsing Lifestyle Data in Today's and Tomorrow's World
Using Lifestyle Data in Today's and Tomorrow's Worldindeuppal
 
Branding committee logo meeting 8.10.12
Branding committee logo meeting 8.10.12Branding committee logo meeting 8.10.12
Branding committee logo meeting 8.10.12ihlstatemsus
 
Urbanetectonics, LLC #powerofnext News Brief 2023
Urbanetectonics, LLC #powerofnext News Brief 2023Urbanetectonics, LLC #powerofnext News Brief 2023
Urbanetectonics, LLC #powerofnext News Brief 2023Urbanetectonics
 
Re-inventing Digital Advice ($ecure)
Re-inventing Digital Advice ($ecure)Re-inventing Digital Advice ($ecure)
Re-inventing Digital Advice ($ecure)Anand Rao
 
Free Technical Testing I offer my Clients
Free Technical Testing I offer my ClientsFree Technical Testing I offer my Clients
Free Technical Testing I offer my Clientsjojo1236
 
BlueOrchard Finance SA - Social Performance Report 2013
BlueOrchard Finance SA - Social Performance Report 2013BlueOrchard Finance SA - Social Performance Report 2013
BlueOrchard Finance SA - Social Performance Report 2013Jeanette Wichmann
 
What is InfoQuest?
What is InfoQuest?What is InfoQuest?
What is InfoQuest?Tom McCabe
 
Bps newsletter june 2013.final
Bps newsletter june 2013.finalBps newsletter june 2013.final
Bps newsletter june 2013.finalPreeti Yaddanapudi
 
070115James E Holt resume
070115James E Holt resume070115James E Holt resume
070115James E Holt resumeJames Holt
 
070115James E Holt resume
070115James E Holt resume070115James E Holt resume
070115James E Holt resumeJames Holt
 
Giving and Getting Submission Report
Giving and Getting Submission ReportGiving and Getting Submission Report
Giving and Getting Submission ReportApurba Ghoshal
 
JamesDuffy-LetsTalk
JamesDuffy-LetsTalkJamesDuffy-LetsTalk
JamesDuffy-LetsTalkJames Duffy
 
Southwest Credit Detailed Overview (Draft2)
Southwest Credit Detailed Overview (Draft2)Southwest Credit Detailed Overview (Draft2)
Southwest Credit Detailed Overview (Draft2)Trulykath
 
Southwest Credit
Southwest CreditSouthwest Credit
Southwest CreditTrulykath
 
Innovative Solutions for Building Healthy Communities Presentation
Innovative Solutions for Building Healthy Communities PresentationInnovative Solutions for Building Healthy Communities Presentation
Innovative Solutions for Building Healthy Communities PresentationSalesforce.org
 
Think Creative for Nonprofits
Think Creative for NonprofitsThink Creative for Nonprofits
Think Creative for NonprofitsThink Creative
 
Each response should be at least 200 words.Post Response # 1 He.docx
Each response should be at least 200 words.Post Response # 1 He.docxEach response should be at least 200 words.Post Response # 1 He.docx
Each response should be at least 200 words.Post Response # 1 He.docxmadlynplamondon
 

Similar to POL Advisers Executive Summary (20)

Consulting Brochure / The Performance Institute
Consulting Brochure / The Performance InstituteConsulting Brochure / The Performance Institute
Consulting Brochure / The Performance Institute
 
Datavibes Corporate Presentation Hr
Datavibes Corporate Presentation  HrDatavibes Corporate Presentation  Hr
Datavibes Corporate Presentation Hr
 
Annuity Monitor Awards 2019 Gold Medal Winners
Annuity Monitor Awards 2019 Gold Medal WinnersAnnuity Monitor Awards 2019 Gold Medal Winners
Annuity Monitor Awards 2019 Gold Medal Winners
 
Using Lifestyle Data in Today's and Tomorrow's World
Using Lifestyle Data in Today's and Tomorrow's WorldUsing Lifestyle Data in Today's and Tomorrow's World
Using Lifestyle Data in Today's and Tomorrow's World
 
Branding committee logo meeting 8.10.12
Branding committee logo meeting 8.10.12Branding committee logo meeting 8.10.12
Branding committee logo meeting 8.10.12
 
Urbanetectonics, LLC #powerofnext News Brief 2023
Urbanetectonics, LLC #powerofnext News Brief 2023Urbanetectonics, LLC #powerofnext News Brief 2023
Urbanetectonics, LLC #powerofnext News Brief 2023
 
Re-inventing Digital Advice ($ecure)
Re-inventing Digital Advice ($ecure)Re-inventing Digital Advice ($ecure)
Re-inventing Digital Advice ($ecure)
 
Free Technical Testing I offer my Clients
Free Technical Testing I offer my ClientsFree Technical Testing I offer my Clients
Free Technical Testing I offer my Clients
 
BlueOrchard Finance SA - Social Performance Report 2013
BlueOrchard Finance SA - Social Performance Report 2013BlueOrchard Finance SA - Social Performance Report 2013
BlueOrchard Finance SA - Social Performance Report 2013
 
What is InfoQuest?
What is InfoQuest?What is InfoQuest?
What is InfoQuest?
 
Bps newsletter june 2013.final
Bps newsletter june 2013.finalBps newsletter june 2013.final
Bps newsletter june 2013.final
 
070115James E Holt resume
070115James E Holt resume070115James E Holt resume
070115James E Holt resume
 
070115James E Holt resume
070115James E Holt resume070115James E Holt resume
070115James E Holt resume
 
Giving and Getting Submission Report
Giving and Getting Submission ReportGiving and Getting Submission Report
Giving and Getting Submission Report
 
JamesDuffy-LetsTalk
JamesDuffy-LetsTalkJamesDuffy-LetsTalk
JamesDuffy-LetsTalk
 
Southwest Credit Detailed Overview (Draft2)
Southwest Credit Detailed Overview (Draft2)Southwest Credit Detailed Overview (Draft2)
Southwest Credit Detailed Overview (Draft2)
 
Southwest Credit
Southwest CreditSouthwest Credit
Southwest Credit
 
Innovative Solutions for Building Healthy Communities Presentation
Innovative Solutions for Building Healthy Communities PresentationInnovative Solutions for Building Healthy Communities Presentation
Innovative Solutions for Building Healthy Communities Presentation
 
Think Creative for Nonprofits
Think Creative for NonprofitsThink Creative for Nonprofits
Think Creative for Nonprofits
 
Each response should be at least 200 words.Post Response # 1 He.docx
Each response should be at least 200 words.Post Response # 1 He.docxEach response should be at least 200 words.Post Response # 1 He.docx
Each response should be at least 200 words.Post Response # 1 He.docx
 

POL Advisers Executive Summary

  • 1. POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo Existing Business Idea Executive Summary Graduate Student 1 Who We Are and What We Do POL Advisers provides performance, operations, and logistics solutions to strengthen the capacity of both for- and non-profit organizations in Baltimore City. Our focus is on designing and developing management information systems (MIS) that turn data into information, and information into valuable knowledge. Data can provide a powerful narrative of an organization’s performance and effectiveness – but only if that data is collected properly and analyzed thoroughly. We help create systems that not only provide these narratives, but also provide ways to improve on those narratives. Once these management information systems are integrated into the operations of an organization, we can conduct analyses to monitor progress, analyze trends, and support data-driven decision making. How We Do It 1. We observe, listen, inquire, and examine the operations of our clients. 2. We gather an understanding of what they do, how they do it, and what they need to do in order to function more effectively. 3. We examine how our clients collect their data and provide guidance on ways to improving the data collection process. 4. We work with our clients to identify the key questions to address and create online platforms for collecting the data necessary to provide insights and answers to those key questions. 5. We also evaluate our clients’ key performance indicators (KPI) and determine the best ways to capture the necessary data. Our Competitive Advantage As a project and program manager for the Baltimore City School System and Baltimore City Department of Social Services, I ran multifaceted projects that required a strong working knowledge and understanding of operations, analysis, and information systems. This first-hand experience allows me to make sense of complex data sets, extract meaning and understand the relationship between each data set, and use it to improve organizational performance and program effectiveness. I also have the skill set to act as an effective intermediary between end-users and developers, ensuring that the goals of all parties are aligned and accomplished. Furthermore, I have three excellent programmers/MIS specialists on my team. We specialize in hyper-customized services, working closely with our clients to ensure that the MIS developed is specifically tailored to their organization’s functions and constructed with the flexibility to alter features, if necessary. Large vendors work the other way around – they sell one- size-fits-all products that are rigid and demand organizations to work around their software. Further, customizing the vendor’s MIS is often costly and time consuming; our clients can reach us anytime and we work with them to debug/enhance features quickly and accurately.
  • 2. POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo Existing Business Idea Executive Summary Graduate Student 2 Our Business Model 1. We work with clients to design, develop and structure management information systems that work for them, charging at an hourly rate. This iterative process can span anywhere from several months to over a year – as our customers better understand their needs and as their KPIs evolve over time. 2. Once a foundational system is developed, we charge a yearly fee for maintenance, data auditing, and ad-hoc analyses. 3. We simultaneously seek out other clients in the same or similar fields who would appreciate an MIS with a similar structure. If interested, clients are then charged a flat fee for the proprietary MIS and an hourly rate for customization. Again they are later charged a yearly fee for maintenance, data auditing and ad-hoc analyses. As these clients in a particular field grow, our working knowledge of the field expands and our MIS becomes more sophisticated and useful to all our clients. 4. We then plan to conduct a market analysis to determine whether a potential larger market need exists. If the market analysis shows promise, we will pursue developing a commercialized version of our software and sell licenses to cater to the market. Judy Centers POL Advisers obtained their first client, the Liberty Judy Center, in June 2015. In so doing, we have entered a hyper niche market that we can capitalize on in the near term and a field that can succeed in in the mass market in the longer term: Early Childhood Education and Holistic Family Services. Judy Centers were established to increase kindergarten readiness by providing access to early childhood education and family support programs in impoverished communities. Through an integrated services approach, Judy Centers collaborate with community-based agencies, organizations and businesses to provide or arrange family assistance in services such as health care, adult education, special needs identification and early intervention, child care, parenting classes and family literacy. Prior to the existence of our management information system, Judy Centers operated using massive amounts of paper logs/forms and a variety of unlinked spreadsheets. In designing the MIS for these Judy Centers, we created a user interface that integrates the different services that the Judy Center provides for both the student and the family. We created comprehensive profiles for both adults and children that capture academic information, case management, screenings and interventions, activities and workshops attended, etc. This not only helps the Judy Center to better understand and address the needs of the families they serve, but also facilitates the completion of their grant reporting, provides performance measures and outcomes, and establishes accountability measures to run a more effective Judy Center.
  • 3. POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo Existing Business Idea Executive Summary Graduate Student 3 Prospects There are thirteen Judy Centers in Baltimore City. We are currently contracted by five of them and another three have shown keen interest in our services; quotes have been submitted to these schools and are pending approval from Baltimore City Schools Procurement Office. There are 68 Judy Centers in total all around the State of Maryland, all of whom have similar reporting and data needs. Furthermore, the Baltimore Community Foundation announced in November 2015 its commitment to Judy Centers with a $6 million contribution to the three-year expansion of nine new Judy Centers in Baltimore City. We have the support of the Baltimore City Schools Early Learning Office, who have been advocating for our MI systems to be established in all Baltimore City Judy Centers. We are currently in the process of obtaining approval from the Board of School Commissioners for POL Advisers to be able to expend over the traditional $25,000 limit per fiscal year. When we receive board approval, we can then establish a contract that includes annual maintenance service for each Baltimore City Judy Center we serve. In the interim, the Early Learning Office has verbally committed to provide us with an additional $25,000 in funds for fiscal year beginning July 1, 2016. Once we have captured the Baltimore City Judy Center market, we plan to solicit and extend services to Judy Centers across the State of Maryland. The long-term goal is to develop a management information system that any organization providing holistic family support services can use and benefit from.
  • 4. POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo Existing Business Idea Executive Summary Graduate Student 4 Appendices I. Current Quote Cost Structure Line Item Cost Proprietary Relational Management Information Systems $3,000 Customization (20 hours @ $30/hour) $600 Introductory Technical Assistance Offer (25 hours @ $30/hour) $750 Additional Technical Assistance as Needed (100 hours @ $50/hour) $5,000 TOTAL $9,350 II. Future Quotes for Annual Maintenance (existing clients) Line Item Cost Maintenance, Data Auditing, Enhancements and Ad-Hoc Analyses $7,500 TOTAL $7,500 III. Client Acquisition History Client Acquisition Date Purchase Orders Approved Liberty Judy Center 06/25/2015 $10,335 Arundel Judy Center 12/10/2015 $2,350 John Ruhrah Judy Center 01/20/2015 $8,650 Arlington Judy Center 02/10/2016 $3,850 Harford Heights Judy Center 02/10/2016 $8,650 TOTAL $33,835 IV. Projected Timeline for New Client Acquisition in the Near Term School Year # of New Clients Rationale SY 2015 – 2016 5 This is an actual number. SY 2016 – 2017 13 We have tentative agreements with 3 other Judy Centers. We are also confident that out of the 60 other Judy Centers in the state, we can acquire at least 10 more, though this will be a challenge as we move to other counties/school districts. SY 2017 – 2018 30 Once we have clients in other school districts, client acquisition should increase exponentially due to word-of- mouth and desire for consistency across Judy Centers. SY 2018 - 2019 Develop software to license
  • 5. POL Advisers 2016 Rise to the Challenge Pitch Competition Arnold Joo Existing Business Idea Executive Summary Graduate Student 5 V. Financial Projections SY 2015 – 2016 SY 2016 – 2017* SY 2017 – 2018* Revenue $33,850 $159,050 $415,500 Total Cost: $36,225 $119,250 $307,500 Arnold’s Salary $26,070 $71,535 $182,850 Partner’s Contracting Costs $10,155 $47,715 $124,650 Profit -$2,375 $39,800 $108,000 *Projected based on cost structure in I and annual maintenance in II.