Our Services...

  • Jumpstart Workshop (bigger efforts - three full days of the best minds we can find - working on your problem.  Confidential log in required)

Not for the faint of heart.  Preparation Items Required:  (Click for  Sample Deliverables from Previous Workshops, Engagements.  Confidential login required.)

 

Review, Prep, Prioritize Checklists:

1.  Most Recent Electric Connectors Case

2.  Ingram 18 Sales Technology Outcomes

3.  Ratio Analysis Master Showing:

  a.  5 Year Financial History Analysis (if client makes data available, ration calculation only)

  b.  5 Year Ratio Analysis Compared to Industry Average (limited to best available information, ration calculation only)

c.  Current Pie Charts: Revenue, Earnings, Customer Segment, Revenue By National/Global Region, Rev by Distributor/Partner Segment, Product Segment

d.  5 Year Goal Pie Charts: Revenue, Earnings, Customer Segment, Revenue By National/Global Region, Rev by Distributor/Partner Segment, Product Segment

4.  Organization Charts for Executives/Business Units, Product Organization (Top 5), Sales / Marketing Organization (Top 5), Service Organization (Top 5)

5.  Outcomes / Goals, Bottlenecks / Barriers / Issues Summary, Top 5 Scope Items Initial Discussion Report

6.  General Summary of Business, Ownership, Officers, Relevant History

7.  Number of Salespeople, Number of Distributors/Partners

8.  Relevant Systems Summary

9.  Sales Territories Summary

10.  Pricing / Discount Policies Summary

11.  Costing (if relevant)

12.  Margins (goals / policy)

13.  Sales Support, Relevant Items:  Contracts, Credit, Commissions, Hand Off to Ops

14.  Operations Issues,  Relevant Items

15.  Industry Health Summary

16.  Customer Health Summary

17.  Cross Check:  What Type of Outcomes Needed?  Strategy?  Leadership?  Sales Talent?  Process?  Technology?

 

 

Previous Jumpstarts and Quickstarts...

Confidential login required SEE THIS PAGE

*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.

- 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)