Core connex infocomm workshops
- 1. Frank Coker, MBA, CMC CEO CoreConnex, Inc. www.coreconnex.com frank@coreconnex.com 425-454-5006
- 2. Corelytics Strategic Partners Primary Markets: IT Services, Telecomm and AV Industry
- 3. What is Corelytics? Financial Dashboard Industry Benchmarks Better Intelligence, Better Business, Faster Updates Monthly from Accounting System QuickBooks (automated) MYOB (Australia, New Zealand - automated) Other Accounting Systems (file import) Group Analytics
- 4. The AV Business Dilemma We’re too busy to know if we’re underperforming in our business! If only I had an easy way to set and track goals and see a forecasted future. Then, I could fine-tune my business
- 5. Fills Businesses Needs Visualize business finances Meaningful business planning Set & track goals Monitor the bottom line Drill into detail – profitability by line of business Compare to top performers Compare to same business model Forecast performance Communicate internal priorities
- 6. Monthly Management Process: 30 Minute Action Plan
- 7. AV – 7 Lines of Business (LOBs) 1. Integration 2. Service 3. Consulting 4. Product Sales 5. Staging 6. Rental 7. Other Today Future ?? 8. IT Service 9. IT Product Sales
- 8. Why LOB Profitability Analysis? Combined Service LOB T&M LOB Product LOB You can’t fix it if you can’t see it
- 13. InfoComm Pricing price reduced 20% Infocomm.corelytics.com
- 14. InfoComm Benchmarking Road Map Intelligent Business Financial Modeling Platform Incentive Comp Business Dx/Rx Budgeting/Forecasting Metrics/Best Practices Cash management Company Valuation Piloting Predictive Client Profitability Analytics and Operating Profits Advisory Offering
- 15. Frank Coker, CEO Frank Coker has specialized in management consulting, business development and information systems technologies for more than 30 years. Frank is a Certified Management Consultant (CMC). Prior to CoreConnex, he launched 5 start-ups as a founder and has coached hundreds of startups and small businesses. One of his larger start-ups was Health Systems Technologies which he grew it to over 100 employees, and obtained $22 million in venture capital. The assets of that company are now part WebMD. His prior work experience includes five years with Price Waterhouse as a Senior Manager in consulting, and five years with IBM in sales and marketing and 20+ years as president of the consulting firm Information Systems Management, Inc. Frank has been president and CEO, chairman of the board, COO, CFO, and served in a variety of other leadership positions in various companies. Frank launched CoreConnex, Inc. in 2005 with co-founder Tony Lael with the goal of creating a company that provides business insight to companies and targeted vertical markets. Frank holds a B.S. in Computer Science from Weber State University and a M.S. in Business Administration from Frostburg State University. He teaches at the University of Washington in the Masters in Information Systems Management program in the Information School and also serves on their Board of Advisors.
- 16. Tony Lael, Executive VP Tony has specialized in operations management, management consulting, small business management, IT operations and software development since 1996. Tony co-founded CoreConnex, Inc. in 2005 with Frank Coker with a vision of helping IT solution providers create and build successful businesses. As EVP of CoreConnex, he has played a lead role in product development, product launches, customer support services, market analysis, partnership development and ongoing strategic planning. Tony drives the social marketing efforts of CoreConnex and provides business advisory services to customers of the Corelytics Financial Dashboard. He also manages relationships with CoreConnex Channel Partners who offer Corelytics to their customers. Tony holds a B.A. with an emphasis in Information Systems Management from Washington State University and a B.S. in Operations Management from Central Washington University.
- 17. Kris Fuehr, Director of Marketing Kris’s primary expertise is technology marketing and community development. Over the course of 13 years at Microsoft, Kris worked her way through many roles within the Microsoft Channel Partner Program including program development, recruitment, communications and partner relationships in her position as Senior Manager. Kris possesses a passion for channels and SMB. Recently, Kris worked as a consultant to small business solution providers and ISVs, developing strategic business and marketing strategies and plans. More recently cloud-related business transformations have become a special area of focus. Kris played a lead role as a consultant to Microsoft in developing and managing marketing campaigns, social media, partner advisory board development and recently developed a partner program and launch for T-Mobile involving strategic partnerships and advisory boards. Kris also serves as Executive Director for International Association of Microsoft Channel Partners (IAMCP). Kris earned an M.B.A. with an emphasis in Marketing and Entrepreneurship from the University of Washington and a B.A. in Communications from the University of Washington.
- 18. Leonard Jessup, Ph.D., Advisory Board Dr. Leonard (Len) M. Jessup is a tenured, Full Professor in the College of Business at Washington State University, and he is currently serving as Chair of the Department of Entrepreneurship and Information Systems. In this role he leads an outstanding team that has recently been ranked in the top 25 in the nation in Entrepreneurship and in the top 25 in the nation in Information Systems. Dr. Jessup has served in numerous leadership, teaching and business development roles at WSU since 2000. Prior to coming to WSU, he served for five years as a tenured faculty member within the Kelley School of Business at Indiana University. Dr. Jessup has taught a variety of courses within the areas of entrepreneurship, management, and information systems, and has published, presented, consulted, and advised on electronic commerce, computer-supported collaborative work, technology- supported teaching and learning, emerging information technologies, entrepreneurship, leadership, commercialization of innovation, technology transfer, and related topics. He has earned numerous awards for teaching excellence and innovation.