Skip to content

discovery

The Dynamic World of Pre-Sales: Embracing Variety, Challenges, and the Art of Balancing Multiple Projects

One aspect of working in pre-sales that I enjoy is the constant variation in tasks and the opportunity to engage with diverse clients. In my role, I find myself immersed in a wide range of activities, including: The ever-evolving nature of my responsibilities ensures that monotony remains at bay. However, it’s important to note that… Read More »The Dynamic World of Pre-Sales: Embracing Variety, Challenges, and the Art of Balancing Multiple Projects

The Power of Sequenced Steps: Unleashing Success through Methodical Processes

In today’s interconnected world, businesses often face challenges in managing processes across different regions. In this blog post, I will explore a real-life scenario involving a client with business units spread globally and the importance of sequential steps in their back-office operations. I will highlight the contrasting approaches taken by two regions, emphasising the significance… Read More »The Power of Sequenced Steps: Unleashing Success through Methodical Processes

Unravelling the Risks: Why Are Some Companies Still Avoiding Purchase Orders

Yesterday, I had a meeting with a company that does not enforce the use of Purchase Orders (POs). I regularly encounter three main scenarios that shed light on this issue: The risks associated with the absence of Purchase Orders are evident, which include: – Lack of cost control. – Difficulty in predicting cash flow requirements.… Read More »Unravelling the Risks: Why Are Some Companies Still Avoiding Purchase Orders

The Power of Discovery: Tailored Demonstrations Without Assumptions

Discovery meetings are essential for pre-sales consultants to understand client needs and deliver tailored demonstrations. Avoiding assumptions is key to ensuring truly personalised demos. In this blog post, I highlight the significance of active listening and the drawbacks of assumptions during discovery meetings, emphasising the importance to tailored demonstrations. Never ASSUME it makes an ‘ASS’… Read More »The Power of Discovery: Tailored Demonstrations Without Assumptions

Preparing for Exit: Leveraging Automation for a Smooth Transition

I was chatting to a prospective client during a discovery meeting recently talking about the benefits of implementing intelligent document processing to assist with accounts payable and they were coming up with some good benefits themselves. One of their top benefits – a better exit. This company has scaled quickly and the owner has kept… Read More »Preparing for Exit: Leveraging Automation for a Smooth Transition

Disconnected Systems: Bridging the Gap for Seamless Integration

In a recent discovery call, I had the opportunity to speak with a furniture retail company struggling with the limitations of non-integrated systems and the burden of administrative tasks. The company relies on a popular cloud-based finance system, which unfortunately lacks integration with their warehouse management system. As a result, orders are generated in the… Read More »Disconnected Systems: Bridging the Gap for Seamless Integration