Chapter 10 – The Survey Says…. Nothing

How can we gauge the performance or productivity of our transactional teams?  They are executing but we are not sure if they can scale with the expected growth of the Company or adapt to the changes in our market.  They have asked for more resources but they cannot point to any driver of capacity other […]

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Our finance team takes nearly a month to close the books.  The limited amount of data that is provided is not only stale, it is often not accurate and needs to be constantly revised.  How can we diagnose the root of the problem?  What program of action can be implemented to improve the close?   […]

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Chapter 8 – Your Secret Weapon – Your Banker

How should we invest the money we received from our investors? Will part of it be used to open offices in foreign countries? What are our expectations for replenishment?  Should we be hedging our financial risk?   Back office personnel rarely emerge from the ranks of the banking industry.  We are not predisposed to like […]

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How do I ensure that my revenue support costs are productive and provide value the customer wants?  Do you have any recommendations on what can produce the best results for the effort and expense?   The Quote-to-Cash (“QTC”) cycle is the lifeblood of every company.  If you cannot take a quote, generate an order, invoice […]

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Your current cost system is not providing information that meets the demands of your operating teams.  Your CFO is upset because your cost of sales and inventory levels are growing at a faster rate than sales, trends that were not included in the Company’s financial forecast.  What do you do?   The analysis of direct […]

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