Business Acumen for System Integrators
Your journey to operational excellence starts here.
Dive into our curated resources below—each mapped to a key pillar of the Exotek BASIC Model (Business Acumen for System Integration Companies), as your guide to building a smarter strategy, empowering your team, and driving sustainable growth.
General Management
Build a strong foundation with strategic planning, visionary leadership, and scalable infrastructure.
- Are You a Visionary or an Integrator? (PDF)
- Best Practices – General Management (Slides)
- Common Hurdles in Growing an NI Partner Business (Slides, Recording)
- Foundational Elements of a Strategic Plan (PDF)
- Getting Focused in Your Business Strategy (Recording, PDF)
- Growing with Purpose: Applying the Five Stages of Business Growth to SIs (Video, Slides)
- Getting the Most out of Strategic Planning (Recording)
- Reaching Your Strategic Objectives (Slides, Video)
- Staging Your Company (PDF)
- Strategic Advisory Program Overview (PDF)
- Strategic Execution (PDF, Slides)
- Strategic Input (Video, Slides)
- Strategic Vision (Video, Slides)
- Strategic Planning (PDF)
- Successful Succession Planning (PDF)
- Talent Strategy Risk (Video, Slides)
- The Right and Wrong Way to Think about the Future (PDF)
People Management
Ensure the right people are in the right roles by focusing on talent alignment, clear accountability, empowered authority.
- Best Practices Deployment – The People Component (Sides)
- Building a High Performance Team Starts with Self (PDF)
- Building a Virtual Culture (PDF)
- Developing a High Performance Team (Slides,Webinar Recording)
- Empowering Leaders, Contributors, and Teams (PDF)
- Getting the Most from Your Team (PDF)
- Hiring a Leadership Coach (PDF)
- Leadership vs. Management (PDF)
- Lessons in Leadership (PDF)
- New Leadership Development (PDF)
- SI Evolution – A People Perspective (Slides, Video)
- Situational Leadership (PDF)
- Successful Leadership Traits (PDF)
- Unlock Your Leadership Potential (Webinar)
Marketing and Sales Management
Drive growth by mastering targeted client acquisition, opportunity conversion, and relationship-based selling.
Project and Technical Management
Deliver excellence through proven project methodologies, technical best practices, and seamless execution.
Services and Support Management
Enable long-term client success with responsive support systems, proactive service strategies, customer satisfaction metrics.
- Services Opportunities After the Project: CSIA Webinar, NI Webinar, Presentation PDF
- Remote Access to Plant Equipment (PDF)
Financial Management
Drive profitability with precision by using data-driven insights and financial controls to maximize margins, manage risk, and fuel long-term success.
- Beyond Financials 101 (PDF)
- Best Practices Deployment – Financial Management (Slides)
- Exotek Industry Insights – Monthly Updates and Quarterly Reports
- Keeping Score with Financial Metrics – NIDays Presentation Slides, NIWeek Presentation Slides
Process Management
Optimize operational excellence by streamlining workflows, reducing inefficiencies, and building repeatable systems and processes that scale with your business.
- CSIA and ISO Certifications
- Best Practices – General Orientation (Slides)
- Benchmarking Your Current Practices (PDF)
- Documenting Processes (Slides)
- Improving Your Business Practices Overview – PDF, Slides. Video
- Reasons to Improve Your Business Practices (PDF)
- Steps on the Path to Certification (PDF)
- Top Reasons for Benchmarking Your Business Practices (PDF)
Additional Resources
Understanding Certification & the CSIA Audit
Explore what the audit entails, how it supports operational maturity, and whether certification is the right move for your business.
- To Certify or Not to Certify (Video, Slides)
- Understanding the CSIA Audit Report (PDF)