Desks and DataPlanning for Strategic Growth #DesksnData

June 22nd Agenda

▪ 7:30 – 8:00 Registration, Food, and Networking

▪ 8:00 - 8:20 LeewardBA Presenting on The Power of Strategic Alignment and Implementation

▪ 8:20 - 8:25 Stretch and Coffee Refresh

▪ 8:25 - 8:45 M&M Office Interiors Presenting on The Value of Office Investments

▪ 8:45 Final Q & A and Networking

▪ 9:00 LeewardBA Data Center Tours

#DesksnData

The Power of Strategic Alignment and ImplementationLeeward Business Advisors @LeewardBA

About Leeward

• Founded in 2014

• Based on the understanding that small businesses have the same technology needs as

large corporations, with a smaller budget, Leeward aims to serve the SMB market with

cutting edge technology, without forcing them to bear the full burden

• Rapidly expanding and now serving over 200 companies nation-wide

• 2016 KABA Fast Five Award

• 2016 LCCC Community Impact Award

About Us

Tony FarellaDirector of Business Development

▪ 3 years industry experience

▪ 1 : 1.1 followers ratio

▪ Establish organization’s go-to-market strategy & sales operations framework

Cassandra PolzinMedia Relations Manager

▪ 6 years industry experience

▪ Experience marketing for 4 different companies

▪ 1 : 375 following to followers ratio

▪ With LeewardBA since the beginning, working to build an audience entirely from scratch

StrategicAlignment

andImplementation

Def - Strategic

Proactive

▪ Mindful

▪ Address a Root Cause

▪ Timing is controlled

▪ Organized

▪ Simply Stated: Develop Expectations

Reactive

▪ Panicked

▪ Stop a Symptom

▪ Timing is urgent

▪ Unpredictable

Def - Alignment

▪ Business Cycles

▪ Sales

▪ Marketing

▪ Finance

▪ Operations

▪ Information Technology

▪ Industry

▪ Calendar

▪ Seasonal

Example: over engineering / under

engineering

Def - Implementation

▪ What is the minimum definition for success?

▪ Does not mean “turning it on,” it means setting up, testing, training, testing, tweaking, testing, and reconfiguration

▪ Implementation is the first step to starting evolution

▪ Example: CRM

Service FrameworkStrategic

Alignment

Implementation

Desk & Data Roadmap

1. Identify the why

2. Develop a complete plan that works on paper

3. Identify what you have & need

4. Try it

5. Fix it

6. Use it

▪ Identify the why…

Where is Your Business?

Stage 1 Stage 3Stage 2

• Startup

• Lean team—everyone wears

multiple hats

• Low cash flow

• Investments now have a huge

impact on IF your business has

a future

• No longer a startup--on the way

to being established

• Larger team--starting to have

people filling only one role

• Cash flow starting to regulate

• Investments now have a huge

impact on what your business

looks like in the future

• An established company

• Full team—actual departments

with multiple resources

• Regulated cash flow

• Largely shaped by previous

investments

Investing in the Future

When is the right time to spend the most money you’ve ever spent?

Desk & Data RoadmapStrategic

• Business Stage?

• What Problem(s) Are We Solving?

• What INFRASTRUCTURE is required?

Alignment

• Business Life Cycle(s)?

• Who will this directly impact? Customers?

• How will we pay for it? Return?

Implementation

• Minimum definition of success?

• Plan for future growth (direction)?

• Thresholds for scraping project?

Desk & Data Roadmap

Strategic

• Business/IT Alignment

• Infrastructure

• Inhouse Skill Sets

• Vendor Management

• Reliability (valued against

business case)

• RPO, RTO, SLA, DR

• Financial Management

• Capital, Op-ex, or blend?

• Reoccurring Charges?

• Warranties?

Alignment

• Envision

• Detailed descriptions set

better expectations

• Compliance & Risk

• Industry defined

• Leadership’s preference

• Change & Configurations

• Growth

Implementation

• Operation

• Skill

• Training

• Partnerships

• Monitoring & Control

• Customer Service

• Internal

• Paying

• Problem Management(!)

Rewards for Effort

▪ Make estimates, not assumptions

▪ Transform services to meet your businesses needs, at any level of investment

▪ Support & direct the organic growth of your organization

Def -

Effects▪ Investments Shape the Future –

Compliance? Certifications? Protection? Growth?

▪ Invest in knowledge transfer – Send your business back to school

▪ Assumptions vs Estimates – Feelings vs. Facts

▪ Proactive vs Reactive – Strategic… vs. Chaotic…

▪ Cost triangle –Control time, investigate cost, never compromise on quality

Residual Effects of Investment

Examples of IT Investment

▪ Kings Road Merch - Better definitions of the problem or challenge you are solving.

▪ www.leewardba.com/case-studies

▪ Data Center Tours after today’s presentations

Thank you for coming!

▪ Tony Farella

Tfarella@LeewardBA.com

▪ Cassandra Polzin

Cpolzin@LeewardBA.com