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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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