Taylor Milliken runs Milosi, Inc., and uses a suite of powerful technology systems to maintain a highly profitable landscape operation. He walks you through how to set up your own systems and use the data you gather effectively.
Horngren’s Financial & Managerial Accounting, 7th edition by Miller-Nobles so...
A real world technology case study
1. Implemented Technology to
Boost Your Bottom Line
A Real-World Technology Case Study
By: Taylor D. Milliken
2. Charles Darwin: “It is not the strongest of the species that survive, nor
the most intelligent, but the one most responsive to change.”
3. The Plan- Agenda
The Growth- What it made us realize
Technologies We Use
1st Step- The Pursuit of New Management Software
2nd Step- SPEED Up Our Bid Time
3rd Step- Opening Lines of Communication
4. Growth What it made us realize.
1,800,000
1,600,000
1,400,000
1,200,000
1,000,000
800,000
600,000
400,000
200,000
0
Gross Sales
2009 2010 2011 2012
Gross Sales
Questions That Needed
Answers
• Is our marketing working?
• Is our business model
scalable?
• Are we making money?
• What are we doing
tomorrow?
5. o Quickbooks- Accounting
o BOSS LM- Landscape Management
o GoiLAWN and Planswift- Take-offs
o Fleetmatics- GPS Tracking and Safety
o Align- Accountability Software
WITY- WHAT’S IMPORTANT TO
YOU?
6. 1st Step- The Pursuit of a
Landscape Management
Software
Questions to Consider
Before Getting Started:
1. Your Business Model- Different Software's
for Different Business Models?
2. How long do you expect this software to
solve your problems? Is this a stop gap or a
long-term solution?
3. Who will implement and execute the
software conversion, training, etc.?
We are full service and
wanted to be able to bid
and manage all aspects of
our business.
We named
Megan the
BOSS Super
User to
implement
and train our
team.
We wanted a software
that could support our
short-term and long-term
growth plan.
INVEST WISELY.
7. How Are We Going to Use This in Our Business?
•What are we
doing
tomorrow?
•Are we making
money?
• Is our business
model
scalable?
• Is our
marketing
working?
CRM/ Lead
Conversion
Sales
Production
Account
Management
8. •What are we
doing
tomorrow?
•Are we making
money?
• Is our business
model
scalable?
• Is our
marketing
working?
CRM/ Lead
Conversion
Sales
Production
Account
Management
9.
10.
11. •What are we
doing
tomorrow?
•Are we making
money?
• Is our business
model
scalable?
• Is our
marketing
working?
CRM/ Lead
Conversion
Sales
Production
Account
Management
12.
13.
14.
15.
16. •What are we
doing
tomorrow?
•Are we making
money?
• Is our business
model
scalable?
• Is our
marketing
working?
CRM/ Lead
Conversion
Sales
Production
Account
Management
17.
18. •What are we
doing
tomorrow?
•Are we making
money?
• Is our business
model
scalable?
• Is our
marketing
working?
CRM/ Lead
Conversion
Sales
Production
Account
Management
19.
20.
21. • Using the Boss mobile site in an effort
to go paperless
• Transitioning to Pay pros, an online
credit card processing system that is
fully integrated with Boss
22. • Main Purpose of Software
for Us- SPEED
• Other Benefits Worth
Mentioning:
• Consistency in bidding
• Site map for operations
• Visual for client during the
sale
23. • Main Purpose of Software
for Us- SPEED
• We always ask for PDF
plans for construction and
maintenance bids.
• Other Benefits Worth
Mentioning:
• Consistency in bidding
• Site map for operations
• Visual for client during the
sale
26. - Accountability Software
Business Owners and Managers
Have you ever found yourself with
a ton of ideas but weren’t able to
execute them?
My team loved when I came back
from a conference or had just
finished reading a book…….
Note- Keep in Mind this is a test site.