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Presented to Surety Association of Arizona
Phoenix Country Club
April 15, 2014
Kramer Management Consulting (copyright 2014)
15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194
Construction Industry Status
 Transaction-oriented data
 Historical data focus
 Information is abundant but not
categorized properly
 Reports are mislabeled
 Cultural: Information isn’t
considered relevant
 Employees don’t think outside
the box
 Reports and data are considered
time-wasters
 Companies aren’t using their
software
Kramer Management Consulting (copyright 2014)
15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194
Transformation Process
 Integrating transaction data with
business activity and market data
 Focusing on the future
 Categorizing information properly
 Labeling reports accurately
 Building confidence in data with
clear decisions
 Getting employees to buy into BI
value so they create reports
 CEO’s, Managers, and employees are
learning how much time is saved
 Software capabilities are being
discovered
Kramer Management Consulting (copyright 2014)
15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194
Business Intelligence
Key Leverage Points
 Estimating Production & Hit Ratios
Analyzed to Fit Evolving Strategy
 Completed Project Analysis
 Allocated Monthly Revenue & Profit
Projections from WIP
 Project Lead Pipeline Converted to Monthly
Revenue & Profit Projections After %
Probability Applied
 Backlog Factor % Integrated into Strategic
Expectations
 Pro Forma Income Statements
Kramer Management Consulting (copyright 2014)
15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194
Outcomes: Company Alignments
 Target Markets Defined by Project
Size, Type, and Customer
 Increased work acquisition activities
 Profit-oriented
 Goal-oriented
 Team-oriented
 Scoreboard-oriented
 Organization right-sized
 Improved role identification
 CEO leadership enhanced
Kramer Management Consulting (copyright 2014)
15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194

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How Business Intelligence Serves as Success Indicators (Intro) - 2014

  • 1. Presented to Surety Association of Arizona Phoenix Country Club April 15, 2014 Kramer Management Consulting (copyright 2014) 15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194
  • 2. Construction Industry Status  Transaction-oriented data  Historical data focus  Information is abundant but not categorized properly  Reports are mislabeled  Cultural: Information isn’t considered relevant  Employees don’t think outside the box  Reports and data are considered time-wasters  Companies aren’t using their software Kramer Management Consulting (copyright 2014) 15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194
  • 3. Transformation Process  Integrating transaction data with business activity and market data  Focusing on the future  Categorizing information properly  Labeling reports accurately  Building confidence in data with clear decisions  Getting employees to buy into BI value so they create reports  CEO’s, Managers, and employees are learning how much time is saved  Software capabilities are being discovered Kramer Management Consulting (copyright 2014) 15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194
  • 4. Business Intelligence Key Leverage Points  Estimating Production & Hit Ratios Analyzed to Fit Evolving Strategy  Completed Project Analysis  Allocated Monthly Revenue & Profit Projections from WIP  Project Lead Pipeline Converted to Monthly Revenue & Profit Projections After % Probability Applied  Backlog Factor % Integrated into Strategic Expectations  Pro Forma Income Statements Kramer Management Consulting (copyright 2014) 15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194
  • 5. Outcomes: Company Alignments  Target Markets Defined by Project Size, Type, and Customer  Increased work acquisition activities  Profit-oriented  Goal-oriented  Team-oriented  Scoreboard-oriented  Organization right-sized  Improved role identification  CEO leadership enhanced Kramer Management Consulting (copyright 2014) 15849 North 71st Street, Scottsdale, AZ 85267 480-824-8194