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10/28/2022

014. Tool Up: How to Select, Implement, and Manage Software so Your Technology Works for You

Instructor: Anne Patterson

Level of Complexity: Foundational
1:00 PM - 4:30 PM

Today’s Small to Medium Enterprises (SMEs) has an unprecedented selection of software solutions. And cloud-based hosting has virtually exploded the number of options. But with the plethora of alternatives comes the challenge: how to select the solution that best fits your company’s needs? And once selected, how to implement – without bleeding the organization’s budget and bandwidth? And once implemented, how to leverage to move the needle on operational performance? In this workshop, three topic areas will be covered: (1) Software selection: Know what you need: clearly define your must-haves and nice-to-haves BEFORE you start looking for solutions. [A sample needs analysis template will be provided to students.] Where to look? What to look for? Cloud vs server? 2) Implementation: The recipe for success, from team structure and accountabilities to phased implementation options, including remote vs in-person implementations. (3) After Go-Live: Making the software deliver on its promise. How to measure success. How to leverage the tools and resources for continuous improvement.

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The Credit Overlord's Guide to Credit & Collections

Thea Dudley

The Credit Overlord's Guide to Credit & Collections

Being responsible for the credit and collections function in the construction industry is never any little kid's dream. But somebody's got to do it.

 

In The Credit Overlord's Guide to Credit & Collections, Thea Dudley presents an honest, open, and often hilarious account of her journey through opening contractors with credit lines, collecting, or chasing the payments, managing sales reps, teams and bosses.

 

Dudley shares her insights into succeeding in keeping your business cash flow moving while still salvaging the customer. She offers practical advice for protecting and collecting your money — written in plain, straightforward language that helps connects the dots. This is a must-read guide for anyone in the construction and building material industry.

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