control your destiny – build market & investor confidence with scalable systems

Control Your Destiny Build Market & Investor Confidence with Scalable Systems

Doug Devlin, CEO

© 2014 Proformative

2

By the Numbers27 million US businesses

6 million have employees

4,000 received venture financing

220 went public

Odds are better in the lobby?

million US businesses

million have employees

received venture financing

went public


CFO - Position as market “leader”

Finance the Dream

Keeper of the Business Plan

Thought Leadership

Ride for the Brand

3

1


4

Choose Wisely

ERP

BI

HRIS

SFA

CRMCustomer Support

Financials

Forecasting

Profitability

2


Think Inside / Out

Everyone is a client

Internal product ethos

Clients drive product direction

3


Run to be Public

Financial Systems

Forecasting Systems

Internal Controls

6

4


Deliver Actionable Data

Product Line Metrics

Business Intelligence

Client Service

7

5


Think Cycles

Organic Growth

Inorganic Growth

Become a Machine

8

6


Horns or Halos

See through showroom

Be the first call

Reduce chance of “running a process”

9

7


Choose your path

Put the pieces together

Demonstrate (message) scalability

Investors/Competitors will follow

Control becomes the by-product

10


11

7 Steps to Control Your Destiny

12

34

56

7

Be the market

“leader”

Choose Carefully

Think Inside/Out

Run to be public

Deliver actionable

data

Think Cycles

Horns or Halos

Q&A

Doug Devlin, CEO

Final Remarks: Build Confidence