Organizational Decision Making

I’ve spent a lot of time making and thinking about decisions within organizations.  One thing I’ve noticed is that the best decisions are those that are the best informed (obviously).  However, collecting and analyzing enough data to make the “best” decision can be a significant investment.  This typically results in leaders collecting some data and … Continue reading Organizational Decision Making

Job Numbering in QuickBooks

We just released an add-on for QuickBooks (PC Desktop only) that allows users to automatically assign numbers (not just names) to both Jobs and Customers.  This is especially handy for companies in the trades and services that have high job volume.  Take a look!

Enterprise Change Management = Agile?

According to a recent CEB whitepaper on Enterprise Change Management... The average organization has undergone five enterprise changes in the past three years. From restructuring to leadership transitions to M&A, today’s organizational changes are significant and complex for any organization. Also, 73% of organizations expect more change initiatives in the next few years.  So are … Continue reading Enterprise Change Management = Agile?

Simplified Cash Conversion Cycle (CCC)

All business want to increase sales, profit and cash, but sometimes increasing sales doesn't seem to lead to more profit or cash.  This may have something to do with the time it takes convert leads into cash.  This is commonly referred to as the Cash Conversion Cycle (CCC).  It is formally defined as resources into … Continue reading Simplified Cash Conversion Cycle (CCC)

Scaling Up

Just picked up the new business framework book Scaling Up written by Verne Harnish over at Gazelles. It's a great book! The book breaks the challenges down into four areas. People, strategy, execution, cash. Very straightforward and includes concrete behaviors and practical examples. Verne and the team also give you plenty of room to experiment … Continue reading Scaling Up

Critical Sales Metrics for Small Business

As a small business owner or a sales manager for a small business you should be able to answer these questions:  How big is our sales pipeline both in terms of opportunities and dollars? Given the size of our pipeline what are the chances we are going to hit our monthly sales target? How long … Continue reading Critical Sales Metrics for Small Business