Business Practices Workshop

This course covers the essential elements of a successful system integration business according to the Exotek BASIC diamond model. Based on proven best practices of other system integration companies, you will gain key insights as well as implementation approaches to equip your company for the future.

Objectives​

This course covers the essential elements of a successful system integration business. From content based on proven best practices of other system integration companies, you will gain key insights about these elements as well as successful implementation approaches. Using our years of consulting system integration companies, we will discuss the areas of greatest difficulty for growing integration. After learning from our seasoned instructors, you will return to your company with the ability and confidence to take concrete steps to equip your company for the future.

Audience

If you are the owner or senior manager of a company with 20-100 people and a total revenue of $2-20 M (USD), this 2-day classroom training session conducted in an engaging interactive fashion is ideally suited for you. And, leaders of larger organizations find this course an excellent check-up of their entire business. ​

Features

  • Highly relevant classroom case studies and examples with immediate applicability
  • Delivery by knowledgeable instructors with years of system integration consulting experience
  • Limited classroom sizes to ensure maximum interaction and knowledge absorption
  • Overall accelerated learning curve on system integration company business management
TRANSPARENT-Diamond-Graphic-with-Caption
Making Your Way Around the Diamond

A successful system integration company begins with solid General Management providing the strategic plan and organization structure for the company. Secondly, you must have good People Management to ensure that the ‘right people are in the right seats’ with the proper accountability and authority. With good Marketing and Sales techniques to create the optimal clients, you can turn opportunities into projects. Then, it is essential to have the Project and Technical methodologies to execute projects effectively as well as the appropriate Service and Support capabilities to ensure customer success. All of this must be underpinned with solid Financial and Process Management.

Markus Solbach, Noffz

Working with Exotek and CSIA gave us the right input to cross the hurdles of a growing company. Identify some gaps and working on improvements was the big benefit for us, including comparison with the CSIA detailed best practices matrix/point system. You go through your entire company in detail and it opens your eyes when you do. We will continue the collaboration with Exotek and CSIA to even improve and get better in our challenging system integrator business.

Markus Solbach
Managing Partner, Noffz
Alan Smith, Amfax

The support, insight and vision offered by Exotek during the thorough audits provided an action plan for our improvements.  We raised our quality approvals and standards, and achieved ‘partner’ status rather than ‘preferred supplier’ with a number of our major accounts. I would say that Exotek’s guidance has been instrumental in the changes that will transform our company, and to ensure that the growth is sustained.

Alan Smith
Managing Director, Amfax
VI Engineering Logo

Exotek engaged us with the CSIA audits and provided great guidance on Best Practices and helpful ideas on stabilizing our business model and organization. We adopted metrics for use in our Project approach and overall performance and our monthly reviews which he has consistently attended and helped with improvements in our use of review time.

Bob Jacobs
Founder and Board Chairman, VI Engineering, Inc.
Esperanza Rojas

We are living in a changing world with new realities that forces us to find new mechanisms to work even more efficiently. So we must re-align our strategies to reach our objectives. Since 2013, Gersa Monterrey has adopted CSIA Best Practices and trust it as a method to meet our organizational expectations. Being CSIA Certified positions our business for sustainability and growth. While we would have preferred an on-site audit, we chose a remote audit from Exotek given the current pandemic situation. It was as great an experience and appreciate this new approach for re-certification.

Esperanza Rojas
Administrative Manager, Gersa
Eugenio D'Ursi

Automate has appreciated your collaboration during these months in getting the certification. Your assistance has made this process easier and your advice has been very helpful. I know that we are just at the beginning of this path and for sure we will be needing your support again.

Eugenio D’Ursi
C.E.O., Automate S.r.l. (Italy)

Let’s Talk More about Improving Your Company Performance

Download Free Resources

Business Processes – No Silver Bullet (PDF)
Business Processes – No Silver Bullet (PDF)
Documenting Processes (Slides)
Documenting Processes (Slides)
Steps on the Path to Certification (PDF)
Steps on the Path to Certification (PDF)
Benchmarking Your Current Practices (PDF)
Benchmarking Your Current Practices (PDF)
NI Adopting CSIA Certification (Slides)
NI Adopting CSIA Certification (Slides)
Understanding the CSIA Audit Report (PDF)
Understanding the CSIA Audit Report (PDF)
NI Adopting CSIA Certification (Video)
NI Adopting CSIA Certification (Video)
QuickStart Program for Improving Your Business Practices (PDF)
QuickStart Program for Improving Your Business Practices (PDF)
Improving Your Practices Overview (PDF)
Improving Your Practices Overview (PDF)
Top Reasons for Benchmarking (PDF)
Top Reasons for Benchmarking (PDF)
Download Request – Improving Your Business Process (Slides)
Download Request – Improving Your Business Process (Slides)
Business Practices Insights – General Orientation (Slides)
Business Practices Insights – General Orientation (Slides)