Tom Ingram and Associates, Inc. Home 

 

Our Services...

 

(A six week effort to jumpstart your software business with three of the best minds we can find.  Click for workshop agenda - Confidential log in required)

 

Workshop Briefing Book Preparation:

  1. Sales Prospect Pipeline and Leads List
  2. 5 Year Financial History Ratio Analysis (Ratio calculation by SIC / NAICS code only.  Top 5 ratios only - not exhaustive - see example)
  3. 5 Year Current and Goal Pie Charts: Revenue, Earnings, Customer Segment, Competitors, Revenue by Region, Distribution, Product as needed - see example – pie charts at bottom
  4. Bowling Alley of Niches and High Value Applications  - Engineered to Order, Make To Order, Complex Manufacturing - pg 2 of case
  5. Preliminary Checklist Review:  12 Dysfunctions of the Software Business  see page
  6. Org Charts for Execs, Business Units, Product Org, Sales Org, Service Org (Top 5 for each)

 

Jumpstart Week On-Site Sessions

- Session 1: General strategy, history, strengths, weaknesses problems, opportunities, trends

 

- Session 2: Customers, Customer Processes, markets, niches, niche candidates

 

- Session 3: Organization, key personnel, strengths, weaknesses

 

- Session 4: Product Road Map and product development / technical 

 See example

 

- Session 5: Sales Execution and Competition

  See Organic Sales, Revenue Side Success Stories

 

- Session 6: Detailed Strategy, Financial Performance and Options Discussion: The Right Goals

 Porter Analysis, Key Concepts see “The Strategy Question” at bottom of page

 

 

 

Previous Jumpstarts and Quickstarts...

Confidential login required SEE THIS PAGE

 

 

- Skinny CRM Quickstart

 

- Skinny CRM Dashboard

 

- Organic Sales News

 

- Executive Bluebook Quickstart

 

- Projects Quickstart

 

- Projects Services Toolkit Dashboard

 

- TIA Quickstart Work Management Template

 

- Visual Order Tracking

 

- Quality Problem, Nonconforming Materials

 

- Bid Eval Purchasing Site

 

- Product Development

 

- Dealer, Reseller, Customer Sites

 

- Compliance: Consumer Finance Protection Bureau Audit

 

- Legal

 

- HR

 

- Performance Eval Job Definitions

 

- Credit and Collections

 

- Time Capture, Project Cost Accounting, Legacy Interface

 

- Rough Cut Capacity Planning

 

- Services Costing Time Capture

 

- $1 Million+ Deal Approval

 

- Major New Customer Onboarding

 

- Vehicle, Asset Inventory and Maintenance

 

- Field Asset Inventory Maintenance Process

 

- Vehicle Fleet Maintenance, Check In, Check Out

 

- Admin Service Request

 

- AP Payment Authorization

 

- Sales To PO TO Ship

 

 

The Bowling Alley of No-Code Solutions:

 

- Engineered to Order, Make To Order, Complex Manufacturing - pg 2 of case

 

- Wholesale, Distribution, Capital Equipment Sales, Credit, Executive, Operations, Purchasing, HR, Accounting (password required)

 

- Home Builder, Heavy Construction, Mortgage, Safety, Purchasing, Sales, Executive, HR, Construction Operations, Land Acquisition (password required)

 

- Mortgage, Originations, Sales, Servicing, Servicing System Workarounds, Letter Generation, Bankruptcy, Foreclosure, Loss Mitigation, Compliance, Fannie, Freddie, Ginnie  (password required)

 

- Electric Utility

 

- Telecom Equipment Manufacturer (Pending)

 

 

 

 

 

 

 

 

*Contact Us in Dallas, Texas, USA at tom@tomingraminc.com or 972-394-5721.

**Success stories, client quotes, estimated costs and benefits are derived from actual projects but may have been altered for simplicity, teaching purposes or to protect confidential information.