2. 3 Ways to Tell If Your Business is Healthy Or On a Crash Course
Tony Lael
Executive Vice President
Corelytics, Inc.

3. Easy Management Process
Have Team Alignment
See Financial Trends
Easy Management Process

4. Do you know if you have team alignment on where your business is headed?

5. Alignment + Impact = Clarity
Everyone knows the impact of behavior on financial performance and business goals

6. Link Behavior to Metrics
Basic Business Need
Metric
Top 10
Revenue
Margins
Profit
Revenue per FTE
Expense per FTE
EBITDA
Travel/Entertainment Expense
Sales Expense
Marketing Expense
Cash
Make sales
Manage expenses
Invest in growth

7. What is the King Doing for You?
Investment Examples
Hire new employees
Provide employee incentives (Bonuses, Increases in Pay)
Acquire other businesses
Create special programs
Set goals to meet investment goals

8. Can you see critical financial trends in your business?

9. Accounting Finance VS. Looks at the past Looks into future
What have we done?
Compliance-based
Use Accounting System
Looks into future
What should we do?
Planning-based
Use Dashboard

10. Trends to Watch
Unhealthy
Healthy

11. Healthy?

12. Healthy?

13. Healthy?

14. Do you have a management process in place?

15. © Copyright 2011-2012, Corelytics, Inc. All Rights Reserved
Do You Hear Ticking?
© Copyright , Corelytics, Inc. All Rights Reserved

16. Tune the Business Engine
Fluid
Cash
Major System
Managed Services Line of Business

17. Line of Business Performance
Managed Services
Combined
T&M
Product

18. Iterative, Monthly Process
Analyze
Results
Prep for Meeting
Team
Discussion
Assign Priorities
1. Analyze performance
(Use Dashboard, not reports)
2. Create agenda for discussion with team
(30 min)
3. Show picture and discuss
(review progress on priorities)
(30 min)

19. Get Team Pushing in Same Direction
Team Alignment
Spot Problems Early
Financial Trends
Highlight Successes, Assign Owners
Management Process

20. Thank You! Tony Lael Executive Vice President Corelytics, Inc.