1. Tools and Techniques for Efficiently Running a Software Company or Managing a Software Team Presenter: Kevin Grossnicklaus

2. Contact Information Kevin Grossnicklaus Email: kvgros@architectnow.netkvgros@architectnow.net Website: www.architectnow.netwww.architectnow.net Twitter: @kvgros / @architectnow Linked In: https://www.linkedin.com/in/kvgros

3. One Simple Request Share Tweet Facebook LinkedIn Whatever

4. Expectations

5. Why am I here? How deep are we going to get? Will this pertain to my exact business? What types of businesses might this information be most pertinent to?

6. ArchitectNow Story

7. Getting Started

8. First Steps Naming Incorporation State Incorporation FEIN (IRS Form SS-4) Bank Account Securing: Domain Name Twitter Handle Initial Web Presence

9. Identifying Partners Banking Legal Accounting Health Insurance Liability Insurance Mentors Partners

10. Banking Local vs. National Bankers Advantages of staying local as a small business Financing Needs? Debt financing (loans) Equity financing (investors) Simple Checking Account FEIN required Apps/Technology

11. Legal Identify local small business attorneys and meet with a number of them Why is legal necessary? Contracts Protection Biggest Legal Needs Employee and Contractor Agreements Trademark (and Patent?) Help Partnership Documents Master Agreements Work Orders

12. Accounting Identify local small business accounting firms and meet with a number of them Why is accounting necessary? Questions Ongoing Accounting Help QB Support Corporate Taxes Help in securing financing TAXES!

13. Health Insurance Insurance options differ greatly between a company with one employee vs a company with multiple Find a good insurance broker willing explain your options Be prepared to pay

14. Liability Insurance Health insurance brokers and liability insurance brokers are two different people, companies, etc. You WILL need liability insurance E&O insurance

15. Mentors Identify people in your peer group you look up to that have had success in similar businesses or just businesses in general Reach out to them via a lunch or happy hour and ask questions, get advice, and start to build a relationship to get further guidance

16. Partners Partners are companies for whom you rely on for business or to achieve the goals of your business.

17. Marketing Brand and Logo Don’t be afraid to invest in your identity Initial Website Community Events Speak and sponsor Make your presence felt in the market Networking Events SEO Social media Relationships

18. Crowdsourcing www.CrowdSpring.com www.99Designs.com

19. Sales Contracts Billing Receivables Reporting

20. Location Home Office Physical Office Onsite at Clients

21. Tools and technologies

22. Tools Overview Email Phones Website Computers Collaboration Development Tools Accounting Misc: ALM Time Entry

23. Email Hosted Exchange: SherWebSherWeb Secure access to full Exchange OWA Direct Outlook access Mobile access via mobile devices Other Options: Office365 Google

24. Phones RingCentral Custom 800 numbers Fax System (Virtual: Send PDF’s as faxes, receive faxes as PDF’s) Automated attendant Custom voice mail and extensions for all employees IP Phones, soft phones, mobile apps (iPhone, Android, and Blackberry) Voicemail to WAV file via email Highly configurable

25. Website DNS management CMS Systems WordPress DotNetNuke Orchard SiteFinity Others Templates TemplateMonster ThemeForest Others

26. Computers Big box vs Custom vs. Mainstream (i.e. Dell) ArchitectNow = 100% Apple Parallels AppleCare or other Insurance Considerations Backups: JustCloud Support: Dell, AppleCare Security Patches: Microsoft Antivirus: GFI Cloud Antivirus

27. Collaboration SLACK! www.slack.com

28. Development Tools Microsoft BizSpark Program ALM Hosted TFS via Visual Studio OnlineHosted TFS SVN via AssemblaAssembla Git via GitHub or BitBucketGitHub Other Dev Tools: Balsamiq InvisionApp BrowserStack AdobeOnline (CS) RayGun.io Jira/Confluence

29. Accounting Quickbooks Online Xero Considerations: Accountant Access Taxes Integration

30. Misc Tools Harvest Time Entry Time entry and Invoicing MailChimp or ConstantContact Email campaigns Insightly Full CRM and sales tracking VistaPrint Printing services

31. Budgeting, The Cloud, Final Thoughts Azure, Azure, Azure Spin up/down servers as needed for projects Pay for what we use 0 Servers in our Office No concern of theft Downtime is minimal with reliable internet All laptops with external monitors Printer Planned cost per new employee 10 minute setup in 4-5 systems Easily securable Each core service has a “per user” cost Only big expense (beyond payroll and benefits) is hardware based New MacBook, External Monitor, IP phone, minor additional things

32. Growing a business

33. Single Employee to Employer Payroll Outsource Tax implications Group Health Insurance High cost and strict rules 401k Strict rules for owner Safe Harbour Legal Employee Agreements Subcontractor Agreements Misc Vacations Ethics Expenses HR

34. Marketing and Sales Internal or External? Message and professionalism Commissions?

35. Office Space Furniture Lease Utilities Location CraigsList DiscountCoffee.com

36. Final Thoughts

37. Contact Information Kevin Grossnicklaus Email: kvgros@architectnow.netkvgros@architectnow.net Website: www.architectnow.netwww.architectnow.net Twitter: @kvgros / @architectnow Linked In: https://www.linkedin.com/in/kvgros

38. One Final Request Share Tweet Facebook LinkedIn Whatever