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Game Plan -- Approach-to-Proposal Process
Service Delivery Process
Principal Consultants
Associate Consultants
Partnering Agreement
Target Market Profile
Target NAICS Codes
Credentials of the Principals of Team Analytics
Interesting Products and Services
Tools We Use and Promote
CRM
PMP Certification
Prospective Employers and Consulting CustomersMeetings -- Agenda, Notes, Action Items
Best practices in project management
MS Project Server application service provider --
http://www.epidirect.com/MS/ProjectServer/SSum.htm
EPM Planning Guide
Microsoft Webcast --
Enterprise Project Management with Microsoft Project Professional and Server
2002
See hit statistics -- http://www.teamanalytics.com/stats
Game Plan -- Approach-to-Proposal Process
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Develop our cold-calling script.
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Obtain contact info through InfoUSA and ReferenceUSA and pool our own contact lists.
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Begin cold-calling for first meetings. (Cultural Creatives may be most likely to buy from us.)
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When we're invited to attend a pitch meeting, open the relationship.
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Seek to understand the client's issues. (Exquisite listening; formal assessment instrument?)
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Identify our value-add and approach. (max. 5? hours investment to meet, assess, and pitch)
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Make a proposal and sell [best] value. (Use the agreement-creation process.)
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Start delivering on our promise once a contract is executed.
Service Delivery Process
Project Management Context
Best Practices in Project Management
Target Market Profile
- 10-30 employees
- $250,000 to $3.5 million in annual revenues (~14% of all businesses)
- Industries? (Business brokers might to be a good source of work.)
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NAICS codes (and corresponding SIC codes)
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KCLS.org -- business databases (Disable firewall first) -- Answer Line:
425-462-9600 --0016725947--7766
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http://www.spl.lib.wa.us
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Index of Business Types
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software
-
services
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food service, hospitality
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retail
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not-for-profits
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construction
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regional wholesalers -- pharmaceuticals, ...
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mortgage brokers -- making money, need processes and systems, CRM would help
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real estate offices that are less a common hangout for individuals and more of a place where division of labor is a part of their strategy
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- Other dimensions?
|
from American Business Information -- 800-555-5335 |
|
http://www.ListBazaar.com |
Business Size
by # Employees |
Average # of Employees |
% of Total #
of Businesses |
Average
Annual Revenues |
|
0 to 4 |
2 |
62% |
$283,000 |
|
5 to 9 |
7 |
18% |
$794,000 |
|
total under 10 |
|
89% |
|
|
10 to 19 |
13 |
9% |
$1,673,000 |
|
20 to 99 |
39 |
8% |
$5,701,000 |
|
100 to 499 |
192 |
1% |
$27,056,000 |
|
500+ |
3,086 |
< 1% |
$540,467,000 |
Interesting Products and Services
http://hiregold.com -- an awesome handwriting-based assessment tool
http://eproject.com -- online project-management tools
http://goodcontacts.com -- Sends a message to everyone in your Contacts list asking them to verify the information, then processes their reply to update your Contacts data.
http://incredimail.com -- backgrounds with images for e-mail messages
http://iprofessional.com -- outsourced employer services
See HBR article: How the Right Measures Help Teams Excel
Tools
Accountable Communications -- http://TeamAnalytics.com/communications/
Teamspace.com
Corporate structure options -- http://www.quick-inc.com/compare_businesstypes.html
Incorporate Your Business or
Form an LLC
Protect personal assets. Maximize tax benefits. Gain business credibility. Convenient, reliable, easy and complete incorporation/LLC services. No hidden
fees. Price includes free corporate compliance tool. Over 100 years experience and expertise.
CRM
http://crma-northwest.org
Sales Logix --
http://saleslogix.com
Goldmine 6.0 eval --
http://frontrange.com
e.Piphany -- http://www.epiphany.com/
Daylite -- http://www.marketcircle.com/daylite/overview.html
http://microsoft.com/crm
Microsoft Corp. said it will delay the release of a new program for managing relationships with customers until next year because the software is still being
tested. The program will go on sale in North America in early 2003, the company said. The product was to have been available this year.
Analysts and investors have been closely tracking the program, called Microsoft CRM, to gauge whether it will take sales from Siebel Systems Inc.'s products,
which are designed for larger companies. Microsoft, which bought two makers of software for small business in the last two years, wants to get $10 billion in
sales by 2010 from programs for companies with fewer than 500 workers.
Microsoft CRM may also compete with applications from Seattle's Onyx Software Corp. and Pivotal Corp., as well as small-business software makers such as Epicor
Software Corp., FrontRange Ltd., Sage Group PLC and Salesforce.com.
CRM Analytics
Brings More Profitability -- from TechEvaluation.com
CRM Needs a Data Strategy -- from
Paul's CRM requirements and alternatives analysis document
Paul's CRM requirements overview document
Salesforce.com's CRM Web seminars
Google Search on CRM
Barry Trailer, Sales Mastery
PMP Certification
Prospective Employers
Prospective Consulting Customers
Washington Mutual Bank, Technology Solutions Group
(after Dan's EPO employment opportunity is exhausted)
Jerry Gross, CIO
John Seddon, Sr. VP, Compliance and Enterprise Project Office (EPO)
Annie Searle, Sr. VP, Research & Architecture
Sensible Solutions -- Microsoft's Inner Circle VAR for Great Plains and CRM -- Rex Bratton,
President
1019 West James St., Suite 100
Kent, WA 98032
253-813-8616 main, 866-282-3115 toll free
Management of the Team Analytics Domain
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