SlideShare uma empresa Scribd logo
1 de 29
WARNING:
THIS SESSION MAY
TEACH YOU HOW TO
BE PROFITABLER
or SANER
Who can do your business?
Data
People Tech
=System
2 Paths to Profit
Generating
Revenue
Reducing
Expenses
Data
People Tech
Systems Needed
Way to
Meet
People
Match
Clients to
Products
Create
Products
or Service
Spend
and Get
Paid
Manage
Risk
“CYA”
Manage
People
Marketing
Way to
Meet
People
Sales
Match
Clients to
Products
Operations
Create
Products
or Service
Legal and Compliance
Manage
Risk
“CYA”
Human Resources
Manage
People
Finance
Spend
and Get
Paid
Systems Needed
Way to
Meet
People
Match
Clients to
Products
Create
Products
or Service
Spend
and Get
Paid
Manage
Risk
“CYA”
Manage
People
Marketing Sales Operation
Legal HR Finance
10%
90%
Match Clients to Product
FAIL
%ofSales
PLAN your Tech
Total Cost of Ownership
Contact
Manager
Track Leads
and Prospects
Import from
Quickbooks
Have Custom Apps
Integrate with Quickbooks
$60/yr/user
$300/yr/user
$780/yr/user
Salesforce
Pricing
Levels
$1500/yr/user + $3K
$2700/yr/user + $5K
When do most
people discover this?
After their 90 day trial
is up and their info is
already in there.
Let’s Buy Salesforce!
•We’re a simple company, we don’t need a lot of bells
and whistles.
•There are 3 of us who need to access it + 1 admin.
•Linkedin Integration would be nice and really just a
place to remember when to call prospects.
•And something that connects to the quickbooks so
we don’t have retype all the info when they become
clients.
Easy Peasy, Right?
Total Cost of Ownership
Traditional Data Structure
Call
notes
Call
notes
Docs
Company
Contact
Phone Email
Asst
Web
Highrise “Simple” Structure
Company
“Notes” and
“Docs”
Contact
Contact
Info
When do most
people discover this?
When they need to
get their data OUT.
Usually, quickly.Goes to
Memo
Parse
needed
Go Cheap – Go Highrise!
•We like the idea of having a project management
system and a CRM that’s automatically connected.
•We think “simplicity” and “look and feel” are
important.
•Price is really important to us. Free is great!
•Those 37Signals guys are rad – and funded – they
are on to something.
Easy Peasy, Right?
Danger of Specialties
★ Ask a wordpress developer
how to solve your problem
– guess the answer?
★ Ask a PHP developer how
to solve your problem –
guess the answer?
★ Ask a SAGE ACT
consultant how to solve
your problem – guess the
answer?
Platform v. Code
★ Carpenters use hammers. Developers write
code.
Configuration is Key
Stay in the Stack
“Integration” vs. Import
★ Nothing “integrates” with linkedin – or
mailchimp either
★ If a CSV is involved, it isn’t an integration
Elements to Consider
Complete Pending
Know Data Flow
What are the People Doing?
★Hint: “People” can be
interchanged with “Process”
when your business isn’t
standardized by technology
★“Customer” of each process
★Shit flows downhill
YES, Soloprenuer –
you are a PEOPLE!
When the best
marketing wins,
you lose.
If your graphic designer picked
your business technology,
you’re in trouble.
What are you trying to DO?
★ Everyone saying you need
facebook as a marketing tool
doesn’t make it true.
★ The same goes with
salesforce and quickbooks.
★ For you, each of the six
systems work well if…
★ Get paid on time, have
contracts signed and stored,
manage your SEO
Don’t move too
much cheese
“It must be remembered that there is nothing more
difficult to plan, more doubtful of success, nor more
dangerous to manage than a new system. For the
initiator has the enmity of all who would profit by the
preservation of the old institution and merely lukewarm
defenders in those who gain by the new ones. ”
― Niccolò Machiavelli
Ask Me Questions
Amy Larrimore
CEO and Chief Strategist
www.amylarrimore.com
Managing Partner
www.empirebuilders.com

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Business people - how to build a technology architecture

  • 1.
  • 2. WARNING: THIS SESSION MAY TEACH YOU HOW TO BE PROFITABLER or SANER
  • 3. Who can do your business?
  • 5. 2 Paths to Profit Generating Revenue Reducing Expenses Data People Tech
  • 6. Systems Needed Way to Meet People Match Clients to Products Create Products or Service Spend and Get Paid Manage Risk “CYA” Manage People
  • 13. Systems Needed Way to Meet People Match Clients to Products Create Products or Service Spend and Get Paid Manage Risk “CYA” Manage People Marketing Sales Operation Legal HR Finance
  • 14. 10% 90% Match Clients to Product FAIL %ofSales
  • 16. Total Cost of Ownership Contact Manager Track Leads and Prospects Import from Quickbooks Have Custom Apps Integrate with Quickbooks $60/yr/user $300/yr/user $780/yr/user Salesforce Pricing Levels $1500/yr/user + $3K $2700/yr/user + $5K When do most people discover this? After their 90 day trial is up and their info is already in there. Let’s Buy Salesforce! •We’re a simple company, we don’t need a lot of bells and whistles. •There are 3 of us who need to access it + 1 admin. •Linkedin Integration would be nice and really just a place to remember when to call prospects. •And something that connects to the quickbooks so we don’t have retype all the info when they become clients. Easy Peasy, Right?
  • 17. Total Cost of Ownership Traditional Data Structure Call notes Call notes Docs Company Contact Phone Email Asst Web Highrise “Simple” Structure Company “Notes” and “Docs” Contact Contact Info When do most people discover this? When they need to get their data OUT. Usually, quickly.Goes to Memo Parse needed Go Cheap – Go Highrise! •We like the idea of having a project management system and a CRM that’s automatically connected. •We think “simplicity” and “look and feel” are important. •Price is really important to us. Free is great! •Those 37Signals guys are rad – and funded – they are on to something. Easy Peasy, Right?
  • 18. Danger of Specialties ★ Ask a wordpress developer how to solve your problem – guess the answer? ★ Ask a PHP developer how to solve your problem – guess the answer? ★ Ask a SAGE ACT consultant how to solve your problem – guess the answer?
  • 19. Platform v. Code ★ Carpenters use hammers. Developers write code.
  • 21. Stay in the Stack
  • 22. “Integration” vs. Import ★ Nothing “integrates” with linkedin – or mailchimp either ★ If a CSV is involved, it isn’t an integration
  • 25. What are the People Doing? ★Hint: “People” can be interchanged with “Process” when your business isn’t standardized by technology ★“Customer” of each process ★Shit flows downhill YES, Soloprenuer – you are a PEOPLE!
  • 26. When the best marketing wins, you lose. If your graphic designer picked your business technology, you’re in trouble.
  • 27. What are you trying to DO? ★ Everyone saying you need facebook as a marketing tool doesn’t make it true. ★ The same goes with salesforce and quickbooks. ★ For you, each of the six systems work well if… ★ Get paid on time, have contracts signed and stored, manage your SEO
  • 28. Don’t move too much cheese “It must be remembered that there is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than a new system. For the initiator has the enmity of all who would profit by the preservation of the old institution and merely lukewarm defenders in those who gain by the new ones. ” ― Niccolò Machiavelli
  • 29. Ask Me Questions Amy Larrimore CEO and Chief Strategist www.amylarrimore.com Managing Partner www.empirebuilders.com

Notas do Editor

  1. If the answer is nobody, you’re in trouble. Big TroubleAll these words:SCALE * SIMPLIFY * GROW * SELL * BUILD EQUITY * LEVERAGE * MERGE * ACQUIRERequire a process(Click)A repeatable oneThese words: FAIL * BANKRUPT * PLOW THROUGH * MANAGE * COAST * GETTING TO ITDon’t require a processIf you’re “managing” it, no one else can sit in your chair(Click)Today we’re going to talk about how systems can help every single business – soloprenuers included.(Click)
  2. If you were going to sell your business right now – what is worth the most about it in the valuation?IP and Hard AssetsData PeopleTech – this really means methodology (balancing a checkbook by hand)SystemsThey don’t all have to be powered with technology – but why wouldn’t they be?Now we don’t have to do business that way – so stop.
  3. People use data to generate revenue – who to call to sell to or collect from?People use technology to reduce expenses – how to do this faster, cheaper or better?
  4. They don’t all have to be powered with technology – but why wouldn’t they be?The old woman who is doing the pizza shop books in a paper ledger for the last 20 years IS the technology and the peopleNow we don’t have to do business that way – so stop.
  5. This is the marketing processIt generates data, it requires good people and there are technologies to help power it.Social Media falls into this categoryYou don’t need my help to google which tools you need
  6. This is the sales processIt generates data, it requires good people and there are technologies to help power it.CRMs fall into this categoryWe’re launching a new product in the next month called CRMchooser.com – it’s an algorithm to help match you to the correct one
  7. This is the operational processIt generates data, it requires good people and there are technologies to help power it.Ecommerce Sites, Time Tracking, Project Management, Platforms and Intranets anything you need to deliver the product falls into this category
  8. They don’t all have to be powered with technology – but why wouldn’t they be?The old woman who is doing the pizza shop books in a paper ledger for the last 20 years IS the technology and the peopleNow we don’t have to do business that way – so stop.
  9. “Followup is 90% of the business” You can’t follow up without good data and the technology to help you report, slice, dice, analyzeHumans screw it upTherefore, you’re leaving 90% of the business on the table.[CLICK]This analogy works really well when we talk about email marketingBut then let’s apply it to human interaction – like meeting someone todayAnyone in a relationship business?
  10. Costs, other software that needs to plug inOf course this affects staffing decisions tooDon’t automatically think “employees” when we talk about HR – it’s about managing resources, subcontractors tooYou have a guy to manage your finances, an intern to type in your data, etc – labor is one of the most expensive costs a business can bear so it has to be considered.
  11. This inhibits your ability to scale and to sell your data set with the company