Cardinal Points Group
Advisement and Education
 “It is not the strongest of the species that survive,
 nor the most intelligent, but the one most
 responsive to change.”
                                      Charles Darwin




    Helping IT Leaders Realize Lasting Improvements and Performance
About Cardinal Points Group
Cardinal Points Group was                       “Warren has a clear insight into the challenges
founded in 1998 by Warren Turner to             facing today’s resellers and services providers.
leverage his deep experience and                His been there done that experience is relevant
successes in the IT channels                    to our business needs. He thinks straight and
business to help leaders in IT                  talks straight, providing practical advice.”
Product, Services, Solutions and
related Channels maximize the                                                           Todd Bowling,
potential of their companies                                       Chief Executive Officer, Solutions II



                                                                  Workshops & Seminars – Game
                                                                  changing education such as The
                                                                  Transformation Workshop,
                                                                  Financial Management Workshop
                                                                  and Services Sales Workshop

                                                                  Advisement Services –
                                                                  Experienced trusted guidance for
                                                                  owners and executives throughout
                                                                  the IT channel network.


                    © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
About Warren Turner
                                                                “If you were ask me
                                                                what I deliver, I’d have
Warren Turner - Background & Experience                         to say clarity. Lasting
• Specialized in the technology, manufacturing                  performance in an IT
  and distribution sectors as a sought after                    channels business
  consultant for Arthur Andersen & Co                           comes from clarity.
• Drove transformation and subsequent                           Clarity means knowing what success
  exponential revenue growth as SVP and CFO                    looks like big picture while at the same
  of Dickens Data Systems over a 5 year span                   time knowing the specifics that will
  from 1993-1998                                               deliver it.”
• Founded Cardinal Points Group LLC in 1998 to
  help companies achieve transformational                                  Warren Turner, Cardinal Points
  growth
• Executed hundreds of highly rated business                                                     Dickens Data Systems, Inc.
                                                                                                     Revenue History
  workshops in over 28 countries                                                           400
                                                                                           350
                                                                                           300




                                                                                Millions
                                                                                           250
                                                                                           200
                                                                                           150
                                                                                           100
                                                                                            50
                                                                                             0
                                                                                              1993     1995      1997
                                                                                             Double Digit Growth…
                                                                                            Transformation, Focus &
                                                                                                   Profitable!!!



                       © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
IBM References
“Warren Turner has been an integral contributor to                           IBM’s Financial Management
our IBM Global Services Channels team and is highly                          Workshop (FMW) “Managing a
respected in his area of expertise. As we have                               Profitable Services Business”
continued to strengthen and grow our services                                more commonly referred to as
business partners, Warren's financial and business                           “Dancing with the Elephant” by
knowledge and experience has been instrumental in                            some has received the highest
helping GTS gain more clarity on challenges small                            evaluation scores in Business
businesses are facing. He understands the financial                          Partner Channel History. The
impacts of running a services business and provides                          FMW was authored by Cardinal
strategic planning with actionable steps that lead to                        Points Group’s Warren Turner.
profitability. He is well respected, engaging and a                          Leveraging the success of the
valued asset to any business looking to grow their                           FMW and Warren’s unique
business profitably.” August 18, 2011                                        career background and
1st Bob Hoey, General Manager, IBM Global                                    reputation in the channel, we
Technology Services                                                          have ask him to assist in the
                                                                             development and deployment of
                                                                             this next generation workshop
                                                                             dealing with the challenges of
                                                                             Business Partner
                                                                             Transformation.




                            © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
Solution Provider Educational Roadmap
  Strategy Building                               Competency Building

                                                        Business Partner
                                                     Consulting Engagements
                                                   Benchmarking Best Practices
                                                 Developing Compensation Plans
                                               Management Disciplines for Services
                                              Competency Assessment & Strategies

                    Business
                     Partner                        Sales and Marketing Tools
                                                     Industry Education Models
                                                   Return on Investment Models
                                                       Justification Templates
                                                  IBM Offerings “Business Issue”
                                                              Sheets




             © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
Change is an Imperative
  Questions facing the channel will drive the need for change

How are you going to answer the questions facing the
                  channel today?




                                              Cardinal Points and IBM can help you
                                                      navigate this change.



                     © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
TRANSFORMATION Workshop
 Expedite your journey form transactional to annuity revenues

Envision your future                  The Workshop
Assess requirements                   The industry is changing and
                                      business transformation is an
Identify critical actions             imperative. This workshop is
                                      designed to help your
Define leadership imperatives         company envision a profitable
Develop skill paths                   future and design a plan to
                                      transition your business model.
Create motivators                     Interactive, and action
                                      oriented, this session provides
                                      leaders with a unified vision
The result: A concrete plan           and a focused approach to
to accelerate your business           achieving it.
based on core competencies
and unique strengths
                                      Want to Learn More?
                                      Warren Turner
                                      404-664-6000
                                      http://www.linkedin.com/in/warrenturner



                        © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
TRANSFORMATION Workshop
    (One on One Format )
Summary Agenda                                      Who Should Attend

The Road Ahead: Builds a common                     Owners, C-Level Executives, Sr.
                                                    Leadership Team
understanding of opportunities and
examines alternatives for success.                  Format
   •   Understanding Your Starting Point /          Intensive, interactive,
       Core Competencies                            one-day, executive-
   •   The Journey                                  level workshop hosted
   •   Possible Routes                              at your location.
                                                    Conducted by a highly
Keys to Navigating a Successful                     experienced industry
Transformation: Defines and                         expert from Cardinal
demonstrates the critical success                   Points Group and key
                                                    IBM product and
factors for driving growth                          relationship managers.
   •   Leadership / Vision
                                                    Prerequisites
   •   Branding / True Marketing
   •   Sales / Transaction to Consultative          Competency Questionnaire to be filled out by
                                                    firm leadership prior to the one-day session
   •   People and Culture / Alignment
       Hiring and Compensating                      Takeaways
Roadside Assistance: Develops a                     Thought Leadership
roadmap to execute goals and                        Team Focus
identifies IBM resources to expedite                Relevant Best Practices
success                                             Formal Observations and Recommendations



                           © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
TRANSFORMATION Workshop
    (Peer Group Format)
Summary Agenda                                      Who Should Attend

The Road Ahead: Builds a common                     Owners, C-Level Executives, Sr.
                                                    Leadership Team
understanding of opportunities and
examines alternatives for success.                  Format
   •   Understanding Your Starting Point /          • Intensive, one-day,
       Core Competencies                              executive-level workshop
   •   The Journey                                    with selected attendees
   •   Possible Routes                                from firms within the IT
Keys to Navigating a Successful                       service provider industry.
Transformation: Defines and                         • Focused interactive
demonstrates the critical success                     learning environment that
                                                      maximizes value by
factors for driving growth                            leveraging peer-based
   •   Leadership / Vision                            learning.
   •   Branding / True Marketing
                                                    • Conducted by a highly
   •   Sales / Transaction to Consultative            experienced industry
   •   People and Culture / Alignment                 expert from Cardinal Points
       Hiring and Compensating
                                                      Group and key IBM product
Roadside Assistance: Develops a                       and relationship managers.
roadmap to execute goals and
                                                    Takeaways
identifies IBM resources to expedite
                                                    Relevant Best Practices
success
                                                    Thought Leadership


                           © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
Financial Management Workshop (FMW)
     Overview                                           Agenda
                                                        Solution Provider Evolution
    Managing a Profitable                               Real Competencies
     Services Business                                  Financial Impact of Services
                                                        The Real Cost of IT
 “Dancing with the Elephant” Getting Premium Prices
                                                        Upon Completion you should:
                                                        Understand the financial strategies of
                                                        successful
                                                        services companies
                                                        Learn benchmarks and current trends in
                                                        the services industry – “your network to
                                                        best practices””
                                                        Develop immediate action plans to
                                                        improve the services profitability of your
                                                        company



                 © Copyright 2012, All Rights Reserved
                © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
For More Information
Warren R. Turner, Partner
Cardinal Points Group, LLC
Contact:
(o) 770-913-0048
(m) 404-664-6000
wturner@cardinalpointsgroup.com
Website:
www.cardinalpoints.com
Profile:
http://www.linkedin.com/in/warrenturner
Blog:
http://warrenturner.blogspot.com/




                  © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved

Cardinal Points Group Overview

  • 1.
    Cardinal Points Group Advisementand Education “It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.” Charles Darwin Helping IT Leaders Realize Lasting Improvements and Performance
  • 2.
    About Cardinal PointsGroup Cardinal Points Group was “Warren has a clear insight into the challenges founded in 1998 by Warren Turner to facing today’s resellers and services providers. leverage his deep experience and His been there done that experience is relevant successes in the IT channels to our business needs. He thinks straight and business to help leaders in IT talks straight, providing practical advice.” Product, Services, Solutions and related Channels maximize the Todd Bowling, potential of their companies Chief Executive Officer, Solutions II Workshops & Seminars – Game changing education such as The Transformation Workshop, Financial Management Workshop and Services Sales Workshop Advisement Services – Experienced trusted guidance for owners and executives throughout the IT channel network. © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 3.
    About Warren Turner “If you were ask me what I deliver, I’d have Warren Turner - Background & Experience to say clarity. Lasting • Specialized in the technology, manufacturing performance in an IT and distribution sectors as a sought after channels business consultant for Arthur Andersen & Co comes from clarity. • Drove transformation and subsequent Clarity means knowing what success exponential revenue growth as SVP and CFO looks like big picture while at the same of Dickens Data Systems over a 5 year span time knowing the specifics that will from 1993-1998 deliver it.” • Founded Cardinal Points Group LLC in 1998 to help companies achieve transformational Warren Turner, Cardinal Points growth • Executed hundreds of highly rated business Dickens Data Systems, Inc. Revenue History workshops in over 28 countries 400 350 300 Millions 250 200 150 100 50 0 1993 1995 1997 Double Digit Growth… Transformation, Focus & Profitable!!! © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 4.
    IBM References “Warren Turnerhas been an integral contributor to IBM’s Financial Management our IBM Global Services Channels team and is highly Workshop (FMW) “Managing a respected in his area of expertise. As we have Profitable Services Business” continued to strengthen and grow our services more commonly referred to as business partners, Warren's financial and business “Dancing with the Elephant” by knowledge and experience has been instrumental in some has received the highest helping GTS gain more clarity on challenges small evaluation scores in Business businesses are facing. He understands the financial Partner Channel History. The impacts of running a services business and provides FMW was authored by Cardinal strategic planning with actionable steps that lead to Points Group’s Warren Turner. profitability. He is well respected, engaging and a Leveraging the success of the valued asset to any business looking to grow their FMW and Warren’s unique business profitably.” August 18, 2011 career background and 1st Bob Hoey, General Manager, IBM Global reputation in the channel, we Technology Services have ask him to assist in the development and deployment of this next generation workshop dealing with the challenges of Business Partner Transformation. © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 5.
    Solution Provider EducationalRoadmap Strategy Building Competency Building Business Partner Consulting Engagements Benchmarking Best Practices Developing Compensation Plans Management Disciplines for Services Competency Assessment & Strategies Business Partner Sales and Marketing Tools Industry Education Models Return on Investment Models Justification Templates IBM Offerings “Business Issue” Sheets © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 6.
    Change is anImperative Questions facing the channel will drive the need for change How are you going to answer the questions facing the channel today? Cardinal Points and IBM can help you navigate this change. © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 7.
    TRANSFORMATION Workshop Expediteyour journey form transactional to annuity revenues Envision your future The Workshop Assess requirements The industry is changing and business transformation is an Identify critical actions imperative. This workshop is designed to help your Define leadership imperatives company envision a profitable Develop skill paths future and design a plan to transition your business model. Create motivators Interactive, and action oriented, this session provides leaders with a unified vision The result: A concrete plan and a focused approach to to accelerate your business achieving it. based on core competencies and unique strengths Want to Learn More? Warren Turner 404-664-6000 http://www.linkedin.com/in/warrenturner © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 8.
    TRANSFORMATION Workshop (One on One Format ) Summary Agenda Who Should Attend The Road Ahead: Builds a common Owners, C-Level Executives, Sr. Leadership Team understanding of opportunities and examines alternatives for success. Format • Understanding Your Starting Point / Intensive, interactive, Core Competencies one-day, executive- • The Journey level workshop hosted • Possible Routes at your location. Conducted by a highly Keys to Navigating a Successful experienced industry Transformation: Defines and expert from Cardinal demonstrates the critical success Points Group and key IBM product and factors for driving growth relationship managers. • Leadership / Vision Prerequisites • Branding / True Marketing • Sales / Transaction to Consultative Competency Questionnaire to be filled out by firm leadership prior to the one-day session • People and Culture / Alignment Hiring and Compensating Takeaways Roadside Assistance: Develops a Thought Leadership roadmap to execute goals and Team Focus identifies IBM resources to expedite Relevant Best Practices success Formal Observations and Recommendations © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 9.
    TRANSFORMATION Workshop (Peer Group Format) Summary Agenda Who Should Attend The Road Ahead: Builds a common Owners, C-Level Executives, Sr. Leadership Team understanding of opportunities and examines alternatives for success. Format • Understanding Your Starting Point / • Intensive, one-day, Core Competencies executive-level workshop • The Journey with selected attendees • Possible Routes from firms within the IT Keys to Navigating a Successful service provider industry. Transformation: Defines and • Focused interactive demonstrates the critical success learning environment that maximizes value by factors for driving growth leveraging peer-based • Leadership / Vision learning. • Branding / True Marketing • Conducted by a highly • Sales / Transaction to Consultative experienced industry • People and Culture / Alignment expert from Cardinal Points Hiring and Compensating Group and key IBM product Roadside Assistance: Develops a and relationship managers. roadmap to execute goals and Takeaways identifies IBM resources to expedite Relevant Best Practices success Thought Leadership © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 10.
    Financial Management Workshop(FMW) Overview Agenda Solution Provider Evolution Managing a Profitable Real Competencies Services Business Financial Impact of Services The Real Cost of IT “Dancing with the Elephant” Getting Premium Prices Upon Completion you should: Understand the financial strategies of successful services companies Learn benchmarks and current trends in the services industry – “your network to best practices”” Develop immediate action plans to improve the services profitability of your company © Copyright 2012, All Rights Reserved © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved
  • 11.
    For More Information WarrenR. Turner, Partner Cardinal Points Group, LLC Contact: (o) 770-913-0048 (m) 404-664-6000 wturner@cardinalpointsgroup.com Website: www.cardinalpoints.com Profile: http://www.linkedin.com/in/warrenturner Blog: http://warrenturner.blogspot.com/ © 2013 Copyright Cardinal Points Group, LLC All Rights Reserved