Control Your Destiny – Build Market & Investor Confidence with Scalable Systems

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Information about Control Your Destiny – Build Market & Investor Confidence with Scalable...
Business & Mgmt

Published on February 18, 2014

Author: Proformative



As a CFO, you need to demonstrate your company’s ability to scale, both organically and inorganically (M&A) in order to succeed in today’s global economy. Building confidence in the market (clients, partners, investors, and competitors) is a critical first step. The Finance organization must play a leading role in building this confidence by developing operational and finance systems that allow you to keep your strategic options open (trade sale, IPO) – allowing you to control your destiny.

Speaker: Doug Devlin, CEO, Zuman (Former CFO & COO of TriNet)

Presentation delivered at ProformaTECH 2014 -
Track: Finance Technology Landscape | Session: 5

Control Your Destiny Build Market & Investor Confidence with Scalable Systems Doug Devlin, CEO

By the Numbers million US businesses 27 million US businesses million have employees 6 million have employees received venture financing 4,000 received venture financing 220 went public went public Odds are better in the lobby? 2 © 2014 Proformative

1 CFO - Position as market “leader” Finance the Dream Keeper of the Business Plan Thought Leadership Ride for the Brand 3 © 2014 Proformative

2 Choose Wisely CRM Customer Support SFA HRIS BI 4 © 2014 Proformative Financials ERP Forecasting Profitability

3 Think Inside / Out Everyone is a client Internal product ethos Clients drive product direction © 2014 Proformative

4 Run to be Public Financial Systems Forecasting Systems Internal Controls 6 © 2014 Proformative

5 Deliver Actionable Data Product Line Metrics Business Intelligence Client Service 7 © 2014 Proformative

6 Think Cycles Organic Growth Inorganic Growth Become a Machine 8 © 2014 Proformative

7 Horns or Halos See through showroom Be the first call Reduce chance of “running a process” 9 © 2014 Proformative

Choose your path Put the pieces together Demonstrate (message) scalability Investors/Competitors will follow Control becomes the by-product 10 © 2014 Proformative

7 Steps to Control Your Destiny Horns or Halos Run to be public Be the market “leader” 1 11 © 2014 Proformative Choose Carefully 2 Think Inside/Out 3 4 Deliver actionable data 5 Think Cycles 6 7

Q&A Doug Devlin, CEO

Final Remarks: Build Confidence

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