backoffice - real green analytics

20
BackOffice & ServiceNet Demonstration

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Learn about the BackOffice™ platform with this introductory presentation.

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Page 1: BackOffice - Real Green Analytics

BackOffice™ & ServiceNet™Demonstration

Page 2: BackOffice - Real Green Analytics

Rule of Marketing

What is the 1st rule of marketing?

Page 3: BackOffice - Real Green Analytics

Business PrinciplesProfit in service businesses● Profit comes from efficiency in a service business● Cannot increase prices >10% in your market ● There are limits on how much you can cut your largest expense

(Payroll) ● The key to profitability in a service business is efficiency

Page 4: BackOffice - Real Green Analytics

Business PrinciplesHow do you become more profitable?● Systems in your business

○ You cannot grow without them ● Automation● Technology● You cannot measure it, you cannot manage it

Page 5: BackOffice - Real Green Analytics

Business PrinciplesSystems oriented business● Written Systems

○ Ensure consistent service ○ Reduce training time and quality○ Are measurable ○ Allows you to replicate your service on a mass scale to all of your

customers● Systems drive your business ● People operate the systems● If it is not in writing it is not a system

Page 6: BackOffice - Real Green Analytics

Business PrinciplesChecklists, procedures and ops manuals (CPOM)● This is the "how" when creating systems● Communicates clearly your expectations and how it should be

done ● Is repeatable ● Is measurable ● Can be changed to be even better

Page 7: BackOffice - Real Green Analytics

Business PrinciplesTraining● Most people want to do well in their job ● You should train everyone to a basic level ● The training should be consistent and scalable● Training records should be retained indefinitely

○ Litigation ○ Employee development

Page 8: BackOffice - Real Green Analytics

Core ConceptsCommunity & Sharing● Designing a management strategy is not for the weak at heart ● Usually you are not the only one that has ever experienced a

problem● The more you interact, the more you learn● The more you learn, the more successful your business is● The more successful you are.....

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Business PrinciplesAccountability● Its great you have systems... but what does that mean ● You don't have to be a tyrant or Mr. Rogers ● You must have a standard and enforce it● A busted procedure or checklist must carry consequences at

your company

Page 10: BackOffice - Real Green Analytics

Core ConceptsAccountability● Systems help you be clear on your expectations ● Accountability communicates that you expect your systems to

executed● Be willing to replace people who will not operate your systems

Page 11: BackOffice - Real Green Analytics

Core ConceptsCommitment● This platform is not a quick fix - There is no "Magic Sauce"

here● We can give you a car, but you have to drive ● This is going to take tremendous commitment on your part● 2hrs a day challenge (that is how I did it)● Famous Quote:

○ "Successful people do what unsuccessful people are not willing to do"

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The PlatformWhat is the Real Green Analytics Platform? A tool to help your business become more efficient and more profitable through automation and systems

● Simplicity● Accountability

Page 13: BackOffice - Real Green Analytics

The Platform4 components of the platform: ● Google Apps - A host of powerful tools for sharing and

authentication● ServiceNet™ - Intranet for your company ● ServiceUniversity™ - Training system for your employees ● BackOffice™ - A management system to execute your

management strategy

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Google AppsWhat is Google Apps?1. Collection of Google tools

a. Gmail b. Google Calendar c. Google Drived. Google Docs (documents, spreadsheets, presentations)

2. All tools are accessible via the clouda. Most people are familiar with themb. Easy to use, easy to trainc. Automatically backed upd. Hosted on Google's servers (high reliability)

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Google AppsWhat is Google Apps?3. A move to the platform

a. Access to powerful toolsb. Everything in the cloud c. Automatically updatedd. Nothing lost to a data crashe. No server or software costs (like MS exchange, MS Office, Etc)

4. Big company tools for the small business owner

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Structure - Roles

Owner

Officer

Executive

Corp Manager Field Manager

CSR Inside Sales Tech Outside Sales

All

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ServiceNet™ServiceNet™ - An intranet for your company 1. Central location for documents in the cloud 2. Central location for communication 3. Critical company documents

a. Organizes them b. Makes them accessible

4. Permissions based on the position type of the employee5. ServiceNet™ Demo

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BackOffice™BackOffice™ - The management hub for your company1. Its like having another person on your team2. You setup your management strategy

a. Reviews b. Training c. Inspectionsd. Employment Applications

3. BackOffice™ executes that strategy a. Universally accessible platformb. Keeps up with training, reviews and inspections

4. BackOffice™ Demo

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ServiceUniversity™ServiceUniversity™ - Company Training Center1. It's like having your own technical director2. Based on employee type3. Automatically notifies you and your employees when training is

due and overdue 4. Always have training records (they never go away)5. Setup training plans based on the employee type (automatically

enrolled)6. ServiceUniversity™ Demo