Resources
We have organized our Resources according to the Exotek BASIC (Business Acumen for System Integration Companies) Model which covers the essential elements of a system integration business. Your success begins with solid General Management providing a solid strategic plan, strong leadership, and supporting infrastructure. Secondly, you must have good People Management to ensure that the ‘right people are in the right seats’ with the proper accountability and authority. Next, you need superior Marketing and Sales techniques to create the optimal clients and 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. Finally, you must underpin your operations with sound Financial Management and Process Management.
General Management
Strategic Management, Organizational Structure, Facilities and Equipment…
- Strategic Planning (PDF)
- Strategic Execution (PDF)
- Getting Focused in Your Business Strategy (Webinar Recording, PDF)
- Foundational Elements of a Strategic Plan (PDF)
- Getting the Most out of Strategic Planning (Webinar Recording)
- Are You a Visionary or an Integrator? (PDF)
- Common Hurdles in Growing an NI Partner Business (Webinar Slides, Webinar Recording)
- Strategic Advisory Program Overview (PDF)
- The Right and Wrong Way to Think about the Future (PDF)
- Strategic Execution (Slides)
- Top Reasons for Benchmarking Your Business Practices (PDF)
- Staging Your Company (PDF)
- Successful Succession Planning (PDF)
- Hiring a Leadership Coach (PDF)
People Management
Administration, Recruitment, Performance Management, Training/Development…
- Getting the Most from Your Team (PDF)
- Situational Leadership (PDF)
- Building a High Performance Team Starts with Self (PDF)
- Empowering Leaders, Contributors, and Teams (PDF)
- Developing a High Peformance Team (Slides,Webinar Recording)
- Successful Leadership Traits (PDF)
- Leadership vs. Management (PDF)
- Building a Virtual Culture (PDF)
- Hiring a Leadership Coach (PDF)
Marketing and Sales Management
Marketing, Business Development, Sales, Opportunity Management…
Project and Technical Management
Planning, Risk, Resources, Budget, Change Management, Design, Development, Testing, FAT, Shipping, Installation….
Service and Support Management
Maintenance, Sustaining Engineering, Upgrades…
Financial Management
Performance, Planning, Billing Procedures, Credit, Expenses….
- Keeping Score with Financial Metrics (NIDays Presentation Slides)
- Keeping Score with Financial Metrics (NIWeek Presentation Slides)
- Beyond Financials 101 (PDF)
- System Integration by the Numbers 2020 Q1 (PDF)
- System Integration by the Numbers 2020 Q2 (PDF)
- State of the Industry 2020-Q4 (PDF)
- State of the Industry 2021-Q1 (PDF)
Process Management
Quality process, Continuous Improvement, Organizational Standards, Methodologies…
- Business Processes – No Silver Bullet (PDF)
- Documenting Processes (Slides)
- Steps on the Path to Certification (PDF)
- Benchmarking Your Current Practices (PDF)
- Top Reasons for Benchmarking Your Business Practices (PDF)
- Improving Your Business Practices Overview (PDF)
- Improving Your Business Processes (Slides, Webinar Recording)
- Best Practices – General Orientation (Slides)
