Learn about the BackOffice™ platform with this introductory presentation.

1. ™
BackOffice & ServiceNet
Demonstration
™

2. Rule of Marketing
What is the 1st rule of marketing?

3. Business Principles
Profit in service businesses
● Profit comes from efficiency in a service business
● Cannot increase prices >10% in your market
● There are limits on how much you can cut your largest expense
(Payroll)
● The key to profitability in a service business is efficiency

4. Business Principles
How do you become more profitable?
● Systems in your business
○
You cannot grow without them
● Automation
● Technology
● You cannot measure it, you cannot manage it

5. Business Principles
Systems oriented business
● Written Systems
○
○
○
Ensure consistent service
Reduce training time and quality
Are measurable
○
Allows you to replicate your service on a mass scale to all of your
customers
● Systems drive your business
● People operate the systems
● If it is not in writing it is not a system

6. Business Principles
Checklists, procedures and ops manuals (CPOM)
● This is the "how" when creating systems
● Communicates clearly your expectations and how it should be
done
● Is repeatable
● Is measurable
● Can be changed to be even better

7. Business Principles
Training
●
●
●
●
Most people want to do well in their job
You should train everyone to a basic level
The training should be consistent and scalable
Training records should be retained indefinitely
○
○
Litigation
Employee development

8. Core Concepts
Community & Sharing
● Designing a management strategy is not for the weak at heart
● Usually you are not the only one that has ever experienced a
problem
● The more you interact, the more you learn
● The more you learn, the more successful your business is
● The more successful you are.....

9. Business Principles
Accountability
●
●
●
●
Its great you have systems... but what does that mean
You don't have to be a tyrant or Mr. Rogers
You must have a standard and enforce it
A busted procedure or checklist must carry consequences at
your company

10. Core Concepts
Accountability
● Systems help you be clear on your expectations
● Accountability communicates that you expect your systems to
executed
● Be willing to replace people who will not operate your systems

11. Core Concepts
Commitment
● This platform is not a quick fix - There is no "Magic Sauce"
here
● We can give you a car, but you have to drive
● This is going to take tremendous commitment on your part
● 2hrs a day challenge (that is how I did it)
● Famous Quote:
○
"Successful people do what unsuccessful people are not willing to do"

12. The Platform
What is the Real Green Analytics Platform?
A tool to help your business become more efficient and more
profitable through automation and systems
● Simplicity
● Accountability

13. The Platform
4 components of the platform:
● Google Apps - A host of powerful tools for sharing and
authentication
● ServiceNet™ - Intranet for your company
● ServiceUniversity™ - Training system for your employees
● BackOffice™ - A management system to execute your
management strategy

14. Google Apps
What is Google Apps?
1. Collection of Google tools
a.
b.
c.
d.
Gmail
Google Calendar
Google Drive
Google Docs (documents, spreadsheets, presentations)
2. All tools are accessible via the cloud
a.
b.
c.
d.
Most people are familiar with them
Easy to use, easy to train
Automatically backed up
Hosted on Google's servers (high reliability)

15. Google Apps
What is Google Apps?
3. A move to the platform
a.
b.
c.
d.
e.
Access to powerful tools
Everything in the cloud
Automatically updated
Nothing lost to a data crash
No server or software costs (like MS exchange, MS Office, Etc)
4. Big company tools for the small business owner

16. Structure - Roles
Owner
Officer
Executive
Corp Manager
CSR
Field Manager
Inside Sales
Tech
All
Outside Sales

17. ServiceNet™
ServiceNet™ - An intranet for your company
1. Central location for documents in the cloud
2. Central location for communication
3. Critical company documents
a.
b.
Organizes them
Makes them accessible
4. Permissions based on the position type of the employee
5. ServiceNet™ Demo

18. BackOffice™
BackOffice™ - The management hub for your company
1. Its like having another person on your team
2. You setup your management strategy
a.
b.
c.
d.
Reviews
Training
Inspections
Employment Applications
3. BackOffice™ executes that strategy
a.
b.
Universally accessible platform
Keeps up with training, reviews and inspections
4. BackOffice™ Demo

19. ServiceUniversity™
ServiceUniversity™ - Company Training Center
1. It's like having your own technical director
2. Based on employee type
3. Automatically notifies you and your employees when training is
due and overdue
4. Always have training records (they never go away)
5. Setup training plans based on the employee type (automatically
enrolled)
6. ServiceUniversity™ Demo

20. donnie.shelton@rganalytics.com
919-481-2895