The document discusses financial management strategies for winning companies, noting that the type of business model should determine key metrics to monitor and the management process, and it promotes the Corelytics Financial Dashboard as a tool that can help companies spend only 30 minutes a month on finances by providing industry benchmarks and intelligence.

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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