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Rotary Means Business - RMBRotary Means Business - RMB
Tuesday, March 29, 2016Tuesday, March 29, 2016
Breaking Business ParadigmsBreaking Business Paradigms
Data Organization, ManagementData Organization, Management
& Presentation& Presentation
DJS ConsultingDJS Consulting
Who Am I?Who Am I? I LOVE DATAI LOVE DATA
 I AM A BIT OF A GEEKI AM A BIT OF A GEEK
 I CAN UNDERSTAND A BUSINESS PROCESS VERYI CAN UNDERSTAND A BUSINESS PROCESS VERY
QUICKLYQUICKLY
 I AM EXTREMELY CREATIVE IN DEVELOPINGI AM EXTREMELY CREATIVE IN DEVELOPING
SOLUTIONSSOLUTIONS
 I WORK WITH SMALL AND LARGE COMPANIESI WORK WITH SMALL AND LARGE COMPANIES
 I HAVE AN ENVIROMENTAL SPECIALTY, AND HAVEI HAVE AN ENVIROMENTAL SPECIALTY, AND HAVE
APPLIED MY RISK MANAGEMENT STRATEGY TO AAPPLIED MY RISK MANAGEMENT STRATEGY TO A
BROADER CLIENTELEBROADER CLIENTELE
 I HAVE A LOT OF TOOLS ON MY CONSULTING BELTI HAVE A LOT OF TOOLS ON MY CONSULTING BELT
22
33
Finance, Sales, Marketing, Operations, Planning
• Corporate
• Direct & Indirect Cost Tracking
• Profitability of a product or service
• Budgeting
• Risk Management Analysis, Opportunity Cost Analysis, ROI, etc.
• Client
• Project or Job Cost Tracking
• Sales Information – data mining
• Contact Information
• Employee
• Employee data
• Sales, Commissions, bonus criteria, payroll, etc.
• Reviews
Data OrganizationData Organization
DJS ConsultingDJS Consulting
How I Help My ClientsHow I Help My Clients
 Organizational ManagementOrganizational Management
• Procedure and task reviewProcedure and task review
 Eliminating tasks, andEliminating tasks, and Micro ManagementMicro Management
 Packaging and moving tasks to lowest levelPackaging and moving tasks to lowest level
• Data miningData mining
 Using existing company data to extract moreUsing existing company data to extract more
• Additional SalesAdditional Sales
• Higher MarginsHigher Margins
• Communication ToolsCommunication Tools
 Web, Social, Presentations, Internal DocsWeb, Social, Presentations, Internal Docs
44
55
Some simple rules
•Garbage In – Garbage OutGarbage In – Garbage Out
•Data needs periodic reviews and updatesData needs periodic reviews and updates
•One Master list – accessible to all, used by allOne Master list – accessible to all, used by all
•Backup and SecureBackup and Secure
•Nomenclature – rules to follow when inputting dataNomenclature – rules to follow when inputting data
•Simple and User friendlySimple and User friendly
•Select the correct software for the taskSelect the correct software for the task
•Designed for future expansionDesigned for future expansion
•GET or FORCE buy-in from allGET or FORCE buy-in from all
Data ManagementData Management
66
Client ProjectsClient Projects
 Renovation Contractor– create a saleable entityRenovation Contractor– create a saleable entity
• High end contractor with excellent clientele and profitsHigh end contractor with excellent clientele and profits
• No end game plan for retirementNo end game plan for retirement
• Micro-Management style, limited organizationMicro-Management style, limited organization
• Create 5 year plan to create and hire administrative andCreate 5 year plan to create and hire administrative and
production staff that can be soldproduction staff that can be sold
 Field Service Company– develop new divisionField Service Company– develop new division
• Outline requirements to expand field services into new areaOutline requirements to expand field services into new area
• Develop budget and pricing; Presentation to clienteleDevelop budget and pricing; Presentation to clientele
• Develop scheduling module to maximize profitabilityDevelop scheduling module to maximize profitability
• Work with management to optimize resultsWork with management to optimize results
77
Client ProjectsClient Projects
 Printing Company – environmental issuePrinting Company – environmental issue
• Company representative between regulatory agency andCompany representative between regulatory agency and
environmental contractorenvironmental contractor
• Annual cost ~$30k, projected saving $200-500kAnnual cost ~$30k, projected saving $200-500k
 Printing Company – data organizationPrinting Company – data organization
• Consolidation of all data into core software productConsolidation of all data into core software product
• Financial, Inventory, Production, EstimatingFinancial, Inventory, Production, Estimating
• Improvements in Job Costing and Profitability, Elimination ofImprovements in Job Costing and Profitability, Elimination of
repetitive tasks, Near real-time data for job statusrepetitive tasks, Near real-time data for job status
 Law Firm Clients – investment risk evaluationLaw Firm Clients – investment risk evaluation
• Develop creative approached to evaluate risks associated withDevelop creative approached to evaluate risks associated with
property transfers and regulatory issuesproperty transfers and regulatory issues
• Assist with the evaluation and bid specs for costly projectsAssist with the evaluation and bid specs for costly projects
88
Business owners and executives wanting to identify areasBusiness owners and executives wanting to identify areas
to improve their company’s bottom lineto improve their company’s bottom line
This may be in the form of:This may be in the form of:
•Open discussion – brainstorming sessionsOpen discussion – brainstorming sessions
•Identification of a specific area of concern orIdentification of a specific area of concern or
opportunity - follow-up with an outline, analysis and aopportunity - follow-up with an outline, analysis and a
plan implementationplan implementation
•““Plan A” & “Plan B” – understanding opportunity costsPlan A” & “Plan B” – understanding opportunity costs
•Strategic Planning – 2 to 5 year plan creation based onStrategic Planning – 2 to 5 year plan creation based on
identified opportunitiesidentified opportunities
•Environmental and General Risk ManagementEnvironmental and General Risk Management
DJS Consulting - my best leads are:DJS Consulting - my best leads are:
99
Thanks You for Your TimeThanks You for Your Time
Daniel SpandauDaniel Spandau
DJS ConsultingDJS Consulting
dspandau@officerx.bizdspandau@officerx.biz
(561) 239-0090(561) 239-0090
99
Thanks You for Your TimeThanks You for Your Time
Daniel SpandauDaniel Spandau
DJS ConsultingDJS Consulting
dspandau@officerx.bizdspandau@officerx.biz
(561) 239-0090(561) 239-0090

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Rotary Means Business DJS Consulting overview 3-29-16

  • 1. 11 Rotary Means Business - RMBRotary Means Business - RMB Tuesday, March 29, 2016Tuesday, March 29, 2016 Breaking Business ParadigmsBreaking Business Paradigms Data Organization, ManagementData Organization, Management & Presentation& Presentation
  • 2. DJS ConsultingDJS Consulting Who Am I?Who Am I? I LOVE DATAI LOVE DATA  I AM A BIT OF A GEEKI AM A BIT OF A GEEK  I CAN UNDERSTAND A BUSINESS PROCESS VERYI CAN UNDERSTAND A BUSINESS PROCESS VERY QUICKLYQUICKLY  I AM EXTREMELY CREATIVE IN DEVELOPINGI AM EXTREMELY CREATIVE IN DEVELOPING SOLUTIONSSOLUTIONS  I WORK WITH SMALL AND LARGE COMPANIESI WORK WITH SMALL AND LARGE COMPANIES  I HAVE AN ENVIROMENTAL SPECIALTY, AND HAVEI HAVE AN ENVIROMENTAL SPECIALTY, AND HAVE APPLIED MY RISK MANAGEMENT STRATEGY TO AAPPLIED MY RISK MANAGEMENT STRATEGY TO A BROADER CLIENTELEBROADER CLIENTELE  I HAVE A LOT OF TOOLS ON MY CONSULTING BELTI HAVE A LOT OF TOOLS ON MY CONSULTING BELT 22
  • 3. 33 Finance, Sales, Marketing, Operations, Planning • Corporate • Direct & Indirect Cost Tracking • Profitability of a product or service • Budgeting • Risk Management Analysis, Opportunity Cost Analysis, ROI, etc. • Client • Project or Job Cost Tracking • Sales Information – data mining • Contact Information • Employee • Employee data • Sales, Commissions, bonus criteria, payroll, etc. • Reviews Data OrganizationData Organization
  • 4. DJS ConsultingDJS Consulting How I Help My ClientsHow I Help My Clients  Organizational ManagementOrganizational Management • Procedure and task reviewProcedure and task review  Eliminating tasks, andEliminating tasks, and Micro ManagementMicro Management  Packaging and moving tasks to lowest levelPackaging and moving tasks to lowest level • Data miningData mining  Using existing company data to extract moreUsing existing company data to extract more • Additional SalesAdditional Sales • Higher MarginsHigher Margins • Communication ToolsCommunication Tools  Web, Social, Presentations, Internal DocsWeb, Social, Presentations, Internal Docs 44
  • 5. 55 Some simple rules •Garbage In – Garbage OutGarbage In – Garbage Out •Data needs periodic reviews and updatesData needs periodic reviews and updates •One Master list – accessible to all, used by allOne Master list – accessible to all, used by all •Backup and SecureBackup and Secure •Nomenclature – rules to follow when inputting dataNomenclature – rules to follow when inputting data •Simple and User friendlySimple and User friendly •Select the correct software for the taskSelect the correct software for the task •Designed for future expansionDesigned for future expansion •GET or FORCE buy-in from allGET or FORCE buy-in from all Data ManagementData Management
  • 6. 66 Client ProjectsClient Projects  Renovation Contractor– create a saleable entityRenovation Contractor– create a saleable entity • High end contractor with excellent clientele and profitsHigh end contractor with excellent clientele and profits • No end game plan for retirementNo end game plan for retirement • Micro-Management style, limited organizationMicro-Management style, limited organization • Create 5 year plan to create and hire administrative andCreate 5 year plan to create and hire administrative and production staff that can be soldproduction staff that can be sold  Field Service Company– develop new divisionField Service Company– develop new division • Outline requirements to expand field services into new areaOutline requirements to expand field services into new area • Develop budget and pricing; Presentation to clienteleDevelop budget and pricing; Presentation to clientele • Develop scheduling module to maximize profitabilityDevelop scheduling module to maximize profitability • Work with management to optimize resultsWork with management to optimize results
  • 7. 77 Client ProjectsClient Projects  Printing Company – environmental issuePrinting Company – environmental issue • Company representative between regulatory agency andCompany representative between regulatory agency and environmental contractorenvironmental contractor • Annual cost ~$30k, projected saving $200-500kAnnual cost ~$30k, projected saving $200-500k  Printing Company – data organizationPrinting Company – data organization • Consolidation of all data into core software productConsolidation of all data into core software product • Financial, Inventory, Production, EstimatingFinancial, Inventory, Production, Estimating • Improvements in Job Costing and Profitability, Elimination ofImprovements in Job Costing and Profitability, Elimination of repetitive tasks, Near real-time data for job statusrepetitive tasks, Near real-time data for job status  Law Firm Clients – investment risk evaluationLaw Firm Clients – investment risk evaluation • Develop creative approached to evaluate risks associated withDevelop creative approached to evaluate risks associated with property transfers and regulatory issuesproperty transfers and regulatory issues • Assist with the evaluation and bid specs for costly projectsAssist with the evaluation and bid specs for costly projects
  • 8. 88 Business owners and executives wanting to identify areasBusiness owners and executives wanting to identify areas to improve their company’s bottom lineto improve their company’s bottom line This may be in the form of:This may be in the form of: •Open discussion – brainstorming sessionsOpen discussion – brainstorming sessions •Identification of a specific area of concern orIdentification of a specific area of concern or opportunity - follow-up with an outline, analysis and aopportunity - follow-up with an outline, analysis and a plan implementationplan implementation •““Plan A” & “Plan B” – understanding opportunity costsPlan A” & “Plan B” – understanding opportunity costs •Strategic Planning – 2 to 5 year plan creation based onStrategic Planning – 2 to 5 year plan creation based on identified opportunitiesidentified opportunities •Environmental and General Risk ManagementEnvironmental and General Risk Management DJS Consulting - my best leads are:DJS Consulting - my best leads are:
  • 9. 99 Thanks You for Your TimeThanks You for Your Time Daniel SpandauDaniel Spandau DJS ConsultingDJS Consulting dspandau@officerx.bizdspandau@officerx.biz (561) 239-0090(561) 239-0090
  • 10. 99 Thanks You for Your TimeThanks You for Your Time Daniel SpandauDaniel Spandau DJS ConsultingDJS Consulting dspandau@officerx.bizdspandau@officerx.biz (561) 239-0090(561) 239-0090