Creating a Business Advantage

Case Studies

Warehousing and Distribution (ITCq55.36)

Business Model: 6 staff, 7 distributors

Technology Model: on premises files, cloud email, cloud

CRM, hybrid accounting

Business Issue: operating model was not scalable single

point bottleneck based on spreadsheet workbook, other

issues: duplicate data entry, Forms based IP was distributed

Case Studies

Solution: Effective ERP + CRM integration,

delivery/ordering/supply form generation, improved quote

/ PO / invoice process, pricing framework, fault

management, inventory tracking

Cost: Licensing; $300pm implementation; $70,000

ROI: $100,000 pa/per client

Case Studies

Consulting and TrainingBusiness Model: 5 staff, 4 Independent Training

Agents, Consultancy

Technology Model: on premises files, email and

collaborative tools, No CRM, in-house accounting, low

speed internet, Google Drive Shared file services

Business Issue: Lost IP, technology upgrades, costs

Objective: Business recovery

Case Studies

Solution: Improve Communications, licensing costs, CRM, IT

Management, hosted services, Apps, help Business

Development

Cost: Reduces Licensing cost, reduced IT support, improved

agent management, CRM ??

ROI: $30K IT gone, Licensing > $500 pa, Local Infrastructure <

10K, VoIP softphones PBX Costs removed $10K pa, Accounting

Apps Review

Case Studies

Accounting Practice 1 Business Model: 4 Staff, Desktop Apps, On-Premises Apps, Technology Model: SaaS ATO, MYOB/ F Plan,Business Issue: Scale! No Time, Poor Security Model, No integration or remote access, IITM usage, “family” IT support, no organised training, No strategic plan, no technology leverage, poor internal technology integration, manual backup, no teaming events: ITCq Score 45.7

Accounting Practice 2 Business Model: Sole Trader, 3 products; Compliance, Virtual CFO, Business Planning, 90% cloud AppsTechnology Model: All SaaS, MS Office + Google Business Issue: All online services, electronic document delivery, Service Desk, high client touch points, Scalable operation ITCq Score 76.8

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