a real world technology case study
DESCRIPTION
Taylor Milliken runs Milosi, Inc., and uses a suite of powerful technology systems to maintain a highly profitable landscape operation. He walks you through how to set up your own systems and use the data you gather effectively.TRANSCRIPT
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Implemented Technology to Boost Your Bottom Line
A Real-World Technology Case Study
By: Taylor D. Milliken
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Charles Darwin: “It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.”
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The Plan- Agenda
The Growth- What it made us realize Technologies We Use 1st Step- The Pursuit of New Management Software 2nd Step- SPEED Up Our Bid Time 3rd Step- Opening Lines of Communication
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Growth What it made us realize.
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
2009 2010 2011 2012
Gross Sales
Gross Sales
Questions That Needed Answers
• Is our marketing working?
• Is our business model scalable?
• Are we making money?
• What are we doing tomorrow?
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o Quickbooks- Accounting
o BOSS LM- Landscape Management
o GoiLAWN and Planswift- Take-offs
o Fleetmatics- GPS Tracking and Safety
o Align- Accountability Software
WITY- WHAT’S IMPORTANT TO YOU?
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1st Step- The Pursuit of a Landscape Management
Software
Questions to Consider Before Getting Started:1. Your Business Model- Different Software's
for Different Business Models?
2. How long do you expect this software to solve your problems? Is this a stop gap or a long-term solution?
3. Who will implement and execute the software conversion, training, etc.?
We are full service and wanted to be able to bid
and manage all aspects of our business.
We named Megan the BOSS Super
User to implement
and train our team.
We wanted a software that could support our short-term and long-
term growth plan. INVEST WISELY.
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•What are we doing tomorrow?
•Are we making money?
• Is our business model scalable?
• Is our marketing working?
CRM/ Lead Conversion
Sales
ProductionAccount
Management
How Are We Going to Use This in Our Business?
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•What are we doing tomorrow?
•Are we making money?
• Is our business model scalable?
• Is our marketing working?
CRM/ Lead Conversion
Sales
ProductionAccount
Management
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•What are we doing tomorrow?
•Are we making money?
• Is our business model scalable?
• Is our marketing working?
CRM/ Lead Conversion
Sales
ProductionAccount
Management
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•What are we doing tomorrow?
•Are we making money?
• Is our business model scalable?
• Is our marketing working?
CRM/ Lead Conversion
Sales
ProductionAccount
Management
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•What are we doing tomorrow?
•Are we making money?
• Is our business model scalable?
• Is our marketing working?
CRM/ Lead Conversion
Sales
ProductionAccount
Management
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• Using the Boss mobile site in an effort to go paperless
• Transitioning to Pay pros, an online credit card processing system that is fully integrated with Boss
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• Main Purpose of Software for Us- SPEED
• Other Benefits Worth Mentioning:• Consistency in bidding
• Site map for operations
• Visual for client during the sale
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• Main Purpose of Software for Us- SPEED
• We always ask for PDF plans for construction and maintenance bids.
• Other Benefits Worth Mentioning:• Consistency in bidding
• Site map for operations
• Visual for client during the sale
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Safe
ty First
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- Accountability Software
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- Accountability Software
Business Owners and Managers
Have you ever found yourself with a ton of ideas but weren’t able to
execute them?
My team loved when I came back from a conference or had just finished reading a book…….
Note- Keep in Mind this is a test site.