Frank Coker, Core

1. Business Finances
for Winning Companies
The journey to proactive financial management

2. Agenda
• Understand business stages
• Know your model
• Key metrics
• Have a management process
• Corelytics demo

3. About Corelytics
• Corelytics Financial Dashboard
Customers Managed Over $1 Billion in Aggregate
Revenues
• Benchmarks
• Industry Intelligence

4. Stage Drives Priorities
• The business you win determines your
model
– Lifestyle
– Star-Up
– Experienced Player
– Looking at Exit Strategies

5. Model Drives Management
• The business you win determines your
model
– T&M
– MSP
– Resell Product
– Mix

6. Key Metrics
• Pick top 5-10 financial metrics to monitor
– Break down by Line of Business

7. Examples
• Revenue
• Expense
• Margin
• Staff contribution
• Marketing spend
• EBITDA

8. Organize and Optimize
Combined Service
T&M Product

9. Focus Manage exceptions
Stage appropriate
Prioritize
Drive priorities

10. Demo

11. A Smarter Industry
“Business Intelligence derived from the Corelytics™ Financial Dashboard
is fundamental to strategic planning and to routine business management.
“
- Todd Thibodeaux, CEO, CompTIA

12. 30 Minutes a Month

13. Get Started
Signup at www.coreconnex.com/sign-up
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