Small Business Management Software Suite

Business tools don’t have to be difficult to use, or expensive.

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Strategic Marketing & Business Planning Programme ... Programme Topics
Sales Training Programme
1000+ Business Tips & Ideas ... Tips & Ideas Topics
(Although included in the package, the Tips & Ideas collection is also sold separately)

Spreadsheet Tools:
Budgeting vs. Performance Comparison
Cash Flow Planning (This was one of your Free Gifts)
Sales Management & Quotations/Prospecting Analysis
Return On Investment Analysis
Project Pricing Analysis

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strategic marketing & business planning
'Employee Ownership' of the plan, is the key. Your employees are the 'Eyes and Ears' of the company. They must participate in its development.

From the initial determination as to whether your organisation is culturally conducive to the Strategic Marketing Planning process (questionnaires), to in excess of 40 relevant business topics individually critically dealt with, on separate worksheets. These worksheets have been primarily designed for individual use, as it is likely that at times it will be necessary to strategically deal separately with smaller of the business.

Data quality is essential. The worksheets are most importantly, 'user friendly'. Your management and employees, whatever level, will not feel intimidated by unexplained business jargon. Explanations are provided where necessary. After all, it is essential you get their informed input, willingly and in a relaxed atmosphere.

strategic planning programme - topics
To see a full list of the topics dealt with - Click Here

sales training programme
There's no fantastic secret to successful selling. The right questions ... At the right times ... Waiting for the right answers ... And knowing when to move to the next phase of the sales process. 'Sales' is a logical process.

Sales training is expensive, so why not have a full course in-house that you can use anytime?

The Sales Training Package consists of the following:
* Full Microsoft PowerPoint presentation (50+ slides)
* Sample Examples (of how to ... and how not to)
* Role Plays
* Exercises
* Full Trainer Notes

1000+ Business Tips & Ideas
Ideas are 'price-less'. This publication is a collection of simple ideas, comments, notes, articles and presentation pieces. Its focus is primarily 'Small to Medium Sized Business'.

Business Rationale is very serious about the information we impart, and our confidence in the value of the 1000+ Tips & Ideas within this collection is well vindicated by the many referrals received. We find it astonishing when our customers don't find at least 50 comments, ideas or suggestions that change, and/or improve their business-thinking and business activities.

Business Rationale can't guarantee they're all 100% correct, we all think differently. But we can assure you that many of the items will cause you to stop and think. Some are lateral, others logical, and many are so, so simple. Remember, 'a way of seeing ... is a way of not seeing', the same applies to thinking and doing.

business tips & ideas - topics
To see a full list of the topics dealt with - Click Here

budgeting vs. performance comparison
Overall Sales Statistics, Costs of Goods Sold, Gross Profit, Individual Expenses and Net Profit/Net Margin figures ... Budgeted/Actual/% on a monthly basis ... and on a Year-To-Date basis. This tool enables a budget-by-individual-account, on a three divisional & total company basis, to be done. It is then possible to watch the performance of every financial aspect of your business on a monthly basis and YTD. Simply put, you need to know if a problem exists ... when it first appears , not at the end of the financial year when the damage could be major ... and probably avoidable.

Problems, as they occur, are highlighted by colour changes, thus decreasing the need for operational managers to fully understand the numbers in accounting reports.

cash flow planning
Using total figures for Sales, Average Gross Margin, Expenses, Average Debtor Collection Period, Average Creditor Payment Times, GST (VAT), Rates/Payment Schedules and Cash At Bank, this detailed spreadsheet gives a clear indication of your cash situation (incl. taxes). It gives a good insight of how things look each month through to the end of the selected period. Budgeted monthly revenue figures are used in the calculations until 'Actuals' have been entered. If your cash situation is going to be a future problem, you see it in advance, and precautionary measures can be taken.

sales management & quotations/prospecting
An Excel spreadsheet that monitors the salespersons' quotation base. The normal 'life' of any quotation is entered, along with a forecasted average 'success ratio' and period sales targets. As quotation details are entered (probably by the salesperson) and progress details (won, lost, etc.), performance indicators such as Sales Performance, Prospecting Performance and Actual Success Ratio are derived, providing a very clear objective picture of any salesperson's activities. Your salespeople can effectively 'self-manage'.

A master (sales management) summary spreadsheet shows the entire sales team. It provides fast and easy access to the essential performance figures for each person. Take the subjectivity out of Sales Management!

return on investment analysis (ROI)
How often are relatively large amounts of money spent without really knowing if the decision is financially sound? In some organisations this occurs far too often. This tool takes into account the likely period of benefit, all direct costs, the cost of employee labour, direct and indirect tangible benefits, and intangible benefits/costs. In the analysis, a probable financial outcome is indicated and should it be a profitable investment, the likely payback period is displayed.

project pricing analysis

Business should always plan. As they say, "Failing to Plan = Planning to Fail". Annual budgets include planned profit margins or mark-up percentages. To sell your product/service at lower-than-required profit targets is simply not operating in line with your organisational plan. One then needs to question whether the planned budgeted performance figures are realistic?

Then ... what about projected expenses A blowout in the expenses associated with a particular project has the same end result ... lower-than-required net profit. Monitoring of performance is essential and returning to a project analysis after completion to input actual
figures is sensible. If, on a regular basis, it is found that projects are not as profitable as first thought (planned), perhaps gross margin or mark-up targets need to be re-calculated.

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