Management Best Practices - Tips & Tricks:

Let’s Get RealKeith Greeno, Dick Boorsma, - Asyma Systems

Bruce Thurston - Management Resource Services

Agenda

• Continuous Improvement - enhancements

• The Cloud

• Training and getting help

• Ease of use

• Visual workflows• Visual workflows

• Sage Intelligence Reporting

• How do we do it?

• Questions?

Continuous Business Improvements

• Business must continually review and improve processes.– Management practices change

– Technology Improvements• Awareness

• Interest

• Trial• Trial

• adoption

• Sage software enhancements– Why stay current? What’s in it for me?

The Cloud - The Management Decision

Training and getting help

• Management consulting coaching

– Flipping the norm 90:10 to 10:90

– Understanding current processes

• Asyma

– Support (Knowledge transfer agreements)– Support (Knowledge transfer agreements)

• Sage - support

– Sage support access/anytime training

Ease of Use

• Business process can be defined by role Sage

Visual process flows

• Software is 50% of the solution effective

business processes are the other

• All processes can be improved

– How do we do things

– How can we use changes to make things easier

Visual Workflow

Sage Intelligence Reporting

• Specific reporting by company/individuals

• Flexible versions (IFRS, Internal, External)

• Excel functionality (Graphics, Formatting)

• Drill down to detail (Forest to trees)

• Push reporting (Dashboards, Scheduled)

F9 Demonstration CompanySales Forecast

Current Year Actuals Budgets

January February March April May June JulySales - Product Line B 298,478.32 301,189.03 303,924.35 306,684.49 278,522.75 281,052.23 280,453.52

Sales - Product Line C 222,102.47 224,119.57 226,154.94 228,208.85 207,253.23 209,135.47 208,689.92

Sales Discounts (95,328.70) (96,194.46) (97,068.05) (97,949.62) (88,955.25) (89,763.09) (89,571.87)

Sales Returns and Allowances (9,952.51) (10,042.90) (10,134.11) (10,226.13) (9,287.12) (9,371.46) (9,351.49)

Finance Charges 2,250.64 2,271.13 2,291.73 2,312.57 2,100.16 2,119.25 2,114.75

Freight Charges 19,947.60 20,128.71 20,311.55 20,495.98 18,613.92 18,782.96 18,742.96

Total 437,497.82$ 441,471.08$ 445,480.41$ 449,526.14$ 408,247.69$ 411,955.36$ 411,077.79$

Next Year Budgets

View Graph

Next Year Budgets

January February March April May June JulySales - Product Line B 282,751.17 285,295.94 287,863.60 289,590.78 291,328.33 292,784.97 295,127.25

Sales - Product Line C 210,399.68 212,293.25 214,203.92 215,489.14 216,782.05 217,865.98 219,608.88

Sales Discounts (90,305.72) (107,198.21) (108,162.98) (108,811.94) (109,464.81) (110,012.13) (110,892.24)

Sales Returns and Allowances (11,091.89) (9,513.00) (11,292.45) (11,360.17) (11,428.34) (11,485.49) (11,577.36)

Finance Charges 2,508.31 2,530.88 2,553.67 2,569.00 2,584.38 2,597.34 2,618.07

Freight Charges 22,231.21 22,431.29 22,633.13 22,768.97 22,905.56 23,020.11 23,204.25

Total 416,492.76$ 405,840.15$ 407,798.89$ 410,245.79$ 412,707.17$ 414,770.79$ 418,088.85$

Special Reporting-Balanced Score

Board

How do we improve?

• Project Management

– Knowing what needs to be done

– Knowing when it needs doing

– Knowing who has to do it

• Planning versus Just Doing It

Questions?

Asyma Systems LtdWe do more than measure value, we

help create it.

Our expertise in management, accounting and technology can help you grow a successful business.

Analyze & streamline business processesBusiness improvement support Customize business system designTechnology enhancements

Management Resource Services

Bruce Thurston

Results Based Leadership through:

Strategic Planning:

Do you know WHERE you are going?

WHY? And WHEN?

Business Planning:

HOW will you get THERE and WHEN and Technology enhancements

Lethbridge AB T1H 5H8Edmonton AB T5S 2J1

Calgary AB T3K 5X5

Saskatoon

HOW will you get THERE and WHEN and

with WHOM?

Operations Management:

WHAT will you need to get there?

People Development:

WHO will take you there?