Goodmorning,mynameisJulia fromLeaskAccountancySolutions

I wouldliketothistimetodaytodiscusswithyouwhyknowingyourbusinessnumbersisveryimportantinsupportingkeydecisionmaking.

IcurrentlyrunasmallWarwickshireaccountancypracticewhichspecialises insupportingSMEs.

ThefollowinghighlightwhyIbelieve thatIhavetheskillsandexperiencetoadviseandcoachbusinesses.- IamaCIMA MiP andtrainer- 25yearsworkingwithBlueChipsandSMEs- HavebeenaGrowthVoucherAdviser- AmaGrowthAcceleratorCoachforAccesstoFinanceandBusinessDevelopment- ActiveintheCIMAcommunity- Organise regionalmeetingsforWMMiP community- PassionateaboutCloudBasedITsolutions

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- Profitabilityofproductorserviceisthefirstthingpeoplethinkof- Agrowingcustomerbaseindicatesthatthetargetmarketisbeingeffectivelyreached- Satisfiedhappymanagersencouragepositive-nesswithinthebusiness- Enthusiasticwelltrainedstaffwhoareappropriatelyrewardedareessential- A strongcustomerservice willsupporta growthinloyalrepeatcustomers- Positivelycontributingtosocietyasawhole

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Odoo Localmodulescreenshot(Version8)

Thisexplainshowitintegrates,theusercanpickandmixmodulestospecificcircumstances

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PrivateSector– (Soletrader,Partnerships& Private&PublicCompanies,Franchises)- Profitfocused- Developingmarketshare- Maximisingsales

PublicSector(Local&CentralGovt)-Provideessentialpublicservices - Useresourceswellforthecommunitybenefit- Notforprofit

VoluntarySectore.g.charities- Notforprofit - specificgoodcauses

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Managers canfollowasystematicDecisionmakingapproach

YourBusinessdecisionsmustrelatetoyourveryspecificaimsandobjectives

StrategiesneedtotakeaccountofexternalinfluencesSocial,political,economicortechnical

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- QuicklyResponds andSatisfy their customersexpectations- Improvestheirinternalperformance andprocesses- Improvequality of theservices & products- AbletoRe-positionordiversifyforcontinuinggrowth- AbletoManagescostseffectively- Produceanacceptablereturnonitsassetsandinvestments- Increasesprofitsbystreamliningoperations,improvingqualityandeliminatingdefects

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seetheapplicationsthatcanbereplacedbyOdoo V9

Specificmodulescanbegroupedtogethertosatisfybusinessdepartments/functions

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Withthe Odoo softwaretoolsyoucannowmeasureyour specifics

- Setandreviewachievabletargets- Youcanmakecomparisons overtime- Assesseffectivenessofproceduresorprocesses- Highlight whetherthebusinessobjectivesarebeingmet

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- Whatisvalued byyourcustomersANDstakeholders,bothfinancialandnon-financial- Developsneweffective processes- Improve your customerservice- Constantlyreview

- product&servicequality,- cost&price- andsupply&demand

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- Monitoringprogresstowardstargets- Managing efficiencyandeffectiveness

- Financial,e.g.salesnumbers,revenuereceived- Customers,e.g.spendinglevelsortotalnumbersbysegment- Operational,e.g.productivityoutputsanddefects- People,e.g.levelsofabsenteeism- Environmental,e.g.reducingenergyconsumption

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Examples1)Saleslinesanalysedbymonthorregion2)Customer ’sphonecallstakingtoolongtobeanswered3)Highturnoverofstaff– bothcasualandpermanent4)ActualSalaries analysedperdepartmentcomparedtoBudget5)Productunitcostversusprice6)Demandofspecificserviceandproductlines7)Salesfallingduetotoomuchtimedoingadmin

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1 Averagesellingprice byproduct2 Salesleadsandopportunities3 Productbyquantityvalue4 OpportunitiesbySalesman egsConversion costs, Profitpersale,

Creditordays,DebtorDays

Financialperformance–Actualresults,bothmonetaryandnon-monetaryCustomersatisfaction–CustomerandmarketsegmentationInternalbusinessprocessdevelopment– IdentifytheessentialcriticalpathtosuccessOn-goingdevelopmentanddiversification– Allproductandservicelinesinadditionto staffevaluations

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Measuresandcontrolsareneededtomake informeddecisionsaboutthecurrentandfutureperformanceofyourbusiness

YourManagementareabletoproactivelymanageratherthanreactDoyoubuyacompetitor?, Doyoubuymachinery?, Doyoucommittolongtermcontracts?, Isitcostefficienttooutsourceservicestospecialists,eg payroll?,Understandbothfixedandvariablecoststothebusiness

Usemanagementaccountingtoolstoplan,budget,forecastandanalysedata fromdifferentaspectsofthebusiness.

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Your caneasily informyourmanagementandstaffwithasinglepageillustratingyourkeyareas.

YourTraditionalmoneynumbersTotalSalesGrossProfitExpensesCashAged CreditorsAgedDebtors

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- Financiallyfocused– price,cost,quantity- Customerfocused– loyalty,service,buyingpatterns- Businessprocessfocused– complaintsandreturnsprocesses,paymentstosupplier,timetodespatchordersouttocustomers- Developmentanddiversificationfocused– identifyobsoletelinesandimproveorreplacethem,retraininganddevelopstaff

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