Core Money Engine

BACKGROUND

Please describe your company and your position there.

Computer Consultant Team is managed IT services firm that focuses on strategic process improvement by providing our customers access to the right data, to the right people at the right time to grow and succeed in their rapidly changing, fast-paced markets

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Core Money Engine?

We were ready to get to the next level in revenue and in customer size. CCT needed a dual emphasis on growing ownership and leadership to accomplish these goals. Core Money Engine provided support in operations and sales processes as well as regular education for leaders and owners to change their thinking about next steps.

What were your goals for this project?

Increase annual revenue by over 30% per year while lowering costs so that net profits would rise to over 15%.

SOLUTION

How did you select this vendor?

We met with Wayde and his team on a few occasions to discuss "what if" scenarios that encouraged us to investigate their background. We had seen Wayde provide valuable service to others in our sphere and were interested in enjoying those same benefits in our business.

Describe the project in detail.

Following an initial meeting to discuss the scope of the project and the roles of participants - Wayde and Jay worked to help us develop our vision, values, and customer avatar and then helped us to publish these to our staff and customers, and prospects.

Next we worked together as a team to fix some glaring operations issues and progressed through the business to align all business aspects with these core beliefs.

What was the team composition?

The team consisted of all Computer Consultant Team leadership members and Wyade Nelson and Jay Duquette. Often we would be referred to specific specialists by Wayde and Jay to resolve issues that were on our list to address.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Computer Consultant Team grew by 40% in 2019. In addition, we improved accounting operations that allowed us to perform monthly financial reporting and annual tax filings on time and without surprises.

The project provided the structure for ownership to focus on sales growth and strategic partnerships while operations was given the freedom to deliver quality through standardization and training of processes.

How effective was the workflow between your team and theirs?

Through the use of twice-monthly meetings and training sessions, the workflow was easy and effective.

What did you find most impressive about this company?

The combined knowledge and skill of their native team and their vast strategic partner network is unmatched by anyone I've worked with over 40 years. In the end, we refer our customers to their resources in order to help our own clients achieve these same successes.

Are there any areas for improvement?

Great question - I'm not sure Ive got any answers for this one. I'll think about that and let you know.