3. What is Corelytics?
Financial Dashboard
Industry Benchmarks
Better Intelligence, Better Business, Faster
Updates Monthly from Accounting System
QuickBooks (automated)
MYOB (Australia, New Zealand - automated)
Other Accounting Systems (file import)
Group Analytics
4. The AV Business Dilemma
We’re too busy to know
if we’re underperforming
in our business!
If only I had an easy way to set and
track goals and see a forecasted future.
Then, I could fine-tune my business
5. Fills Businesses Needs
Visualize business finances
Meaningful business planning
Set & track goals
Monitor the bottom line
Drill into detail – profitability by line of business
Compare to top performers
Compare to same business model
Forecast performance
Communicate internal priorities
7. AV – 7 Lines of Business (LOBs)
1. Integration
2. Service
3. Consulting
4. Product Sales
5. Staging
6. Rental
7. Other Today
Future ??
8. IT Service
9. IT Product Sales
8. Why LOB Profitability Analysis?
Combined Service LOB
T&M LOB Product LOB
You can’t fix it if you can’t see it
14. InfoComm Benchmarking Road Map
Intelligent
Business
Financial Modeling
Platform
Incentive Comp Business Dx/Rx
Budgeting/Forecasting Metrics/Best Practices
Cash management
Company Valuation
Piloting Predictive
Client Profitability
Analytics and
Operating Profits Advisory Offering
15. Frank Coker, CEO
Frank Coker has specialized in management consulting, business development and
information systems technologies for more than 30 years. Frank is a Certified
Management Consultant (CMC).
Prior to CoreConnex, he launched 5 start-ups as a founder and has coached hundreds
of startups and small businesses. One of his larger start-ups was Health Systems
Technologies which he grew it to over 100 employees, and obtained $22 million in
venture capital. The assets of that company are now part WebMD. His prior work
experience includes five years with Price Waterhouse as a Senior Manager in
consulting, and five years with IBM in sales and marketing and 20+ years as president of
the consulting firm Information Systems Management, Inc. Frank has been president
and CEO, chairman of the board, COO, CFO, and served in a variety of other
leadership positions in various companies.
Frank launched CoreConnex, Inc. in 2005 with co-founder Tony Lael with the goal of
creating a company that provides business insight to companies and targeted vertical
markets.
Frank holds a B.S. in Computer Science from Weber State University and a M.S. in
Business Administration from Frostburg State University. He teaches at the University
of Washington in the Masters in Information Systems Management program in the
Information School and also serves on their Board of Advisors.
16. Tony Lael, Executive VP
Tony has specialized in operations management, management consulting, small business
management, IT operations and software development since 1996. Tony co-founded
CoreConnex, Inc. in 2005 with Frank Coker with a vision of helping IT solution
providers create and build successful businesses. As EVP of CoreConnex, he has
played a lead role in product development, product launches, customer support
services, market analysis, partnership development and ongoing strategic planning.
Tony drives the social marketing efforts of CoreConnex and provides business
advisory services to customers of the Corelytics Financial Dashboard. He also manages
relationships with CoreConnex Channel Partners who offer Corelytics to their
customers.
Tony holds a B.A. with an emphasis in Information Systems Management from
Washington State University and a B.S. in Operations Management from Central
Washington University.
17. Kris Fuehr, Director of Marketing
Kris’s primary expertise is technology marketing and community development. Over
the course of 13 years at Microsoft, Kris worked her way through many roles within
the Microsoft Channel Partner Program including program development, recruitment,
communications and partner relationships in her position as Senior Manager. Kris
possesses a passion for channels and SMB. Recently, Kris worked as a consultant to
small business solution providers and ISVs, developing strategic business and marketing
strategies and plans. More recently cloud-related business transformations have
become a special area of focus. Kris played a lead role as a consultant to Microsoft in
developing and managing marketing campaigns, social media, partner advisory board
development and recently developed a partner program and launch for T-Mobile
involving strategic partnerships and advisory boards. Kris also serves as Executive
Director for International Association of Microsoft Channel Partners (IAMCP).
Kris earned an M.B.A. with an emphasis in Marketing and Entrepreneurship from the
University of Washington and a B.A. in Communications from the University of
Washington.
18. Leonard Jessup, Ph.D., Advisory Board
Dr. Leonard (Len) M. Jessup is a tenured, Full Professor in the College of Business at
Washington State University, and he is currently serving as Chair of the Department of
Entrepreneurship and Information Systems. In this role he leads an outstanding team
that has recently been ranked in the top 25 in the nation in Entrepreneurship and in
the top 25 in the nation in Information Systems. Dr. Jessup has served in numerous
leadership, teaching and business development roles at WSU since 2000. Prior to
coming to WSU, he served for five years as a tenured faculty member within the Kelley
School of Business at Indiana University.
Dr. Jessup has taught a variety of courses within the areas of entrepreneurship,
management, and information systems, and has published, presented, consulted, and
advised on electronic commerce, computer-supported collaborative work, technology-
supported teaching and learning, emerging information technologies, entrepreneurship,
leadership, commercialization of innovation, technology transfer, and related topics. He
has earned numerous awards for teaching excellence and innovation.
