Cloud-based
Lead to Cash
You are investing in Lead to Cash using Salesforce, Microsoft or a combination of the two as a core platform to help deliver, grow, manage and track your business. You need the right support to ensure effective implementation, the right supporting structures, vendors, culture and business engagement. When implemented well as part of a business and process transformation, these technologies will help to deliver strong, repeatable sales.
“David was brought in to help lead our global transformation to the Salesforce platform for our UK and EU group. His knowledge and leadership have been invaluable in moving this incredibly complex series of projects along.”
Tom Killian
Global CIO, Assurant
Programme
Management
You need to deliver a new transformation programme or your implementation is not going to plan. An experienced Programme Manager will setup all the right structures, ensure the stakeholders, delivery team and supporting vendors have the right skills and direction, will help set and track budget and will guide both the technology and business transformation.
“David is an outstanding programme manager. A real asset to any team.”
Gary Jennison
CEO The Warranty Group
Sales
Enablement
You need your Sales team to engage with CRM, to build pipeline and drive results. This process and behaviour change takes active and experienced Sales team stakeholder management, coupled with the vision and capability to incorporate technology into sales growth strategy.
“David’s ability to span contract negotiations, sales operations, commercial negotiations, CRM and system strategy make him a valuable asset to any business.”
Greg Dunbar
EVP Global Sales - CloudSense
Technology &
Architecture
You want your IT systems & Architecture to support current and future business. With the right Cloud technology, the right choices around licenses, org structure, ISV apps, customisations, development, data strategy, integrations, etc. are all crucial and integral to IT operations, and of course Sales strategy!
“I have found David to be highly technically competent with a wide knowledge of IT systems and processes as well as ability to connect with people.”
Mehran Shahsavar
IT Manager – Goldman Sachs
Business
Engagement
Embedding any technology into your business, especially Salesforce or Microsoft, is a business project not just an IT project. Business engagement at all levels, from implementation to continuous improvement and BAU is vital. Even more so if your business is yet to embrace Agile as a project methodology; moving a business to Agile is a culture change and requires complete business engagement.
“David helped our business start a significant journey of technology transformation and it was his leadership and vision that created a blueprint for the rest of the organisation to follow.”
Elisa Williams
IT Manager - EMAP
DevOps
When implementing, customising and developing a Cloud platform, the relationship between the implementation and development teams plus IT Operations and BAU support is vital. It is important to balance the right teams with the right relationship, processes, tools and systems.
“David was Operations Director when I was responsible for internal development and infrastructure. We always worked in-sync, we improved our sales process and other processes in the company.”
Davor Dubokovic
Director - CloudSense
Engage &
Manage Vendors
You need partners to implement, customise and support your new systems. In addition to Salesforce or Microsoft there is a wide spectrum of implementation partners, development partners, ISVs (application partners) and 3rd parties that provide services to the eco-system. Engaging the right vendors on the right terms and managing them effectively and proactively is vital.
“David has a very commercial and pragmatic outlook but is also at ease dealing with the detail of a contract. His robust but sensible approach to negotiation is always a great help in getting a deal closed on the right terms.”
Mark Henley
Partner – Bisley Law
KPIs &
Measures
Whether you are using Salesforce or Microsoft as a Sales CRM, for e-commerce or as an end-to end ERP, one of the most important factors to get right is having reports, KPIs and analytics that enable you to manage, grow and analyse your business. It is key to design your desired outputs early on and to build your architecture and data strategy around your analytics goals.
“David was tasked with transforming our sales approach in a pilot business, the outcomes are more new business, retaining more existing business and terrific forward management KPIs. Job done.”
Rupert Keane
CEO – EMAP Insight
Interim
Implementing a new core business system, setting up new business units, building new teams or simply bridging the gap between one leader leaving and another joining are all good reasons to hire an Interim leader. Someone you can trust to advise the board & deliver certainty through business engagement and fast-paced delivery.
“David beings an abundance of experience and professionalism. I rate and recommend David highly for transformation, operations, and commercial negotiation.”
Richard Britton
CEO CloudSense