What is important and how do we measure it!

A Senior Management View of Metrics and KPIs focused on Distribution.

A Valuable Lunch & Learn with take-ways to help you NOW!

SAVE THE DATE: June 29, 12:30 pm

A 40 minute information packed live webinar. Get a $35.00 GrubHub voucher!

"This platform has been a game changer for us."
Greg Watson, CEO Hokuyo USA

MAIN OBJECTIVE: Valuable takeaways to help you now!

Chief Revenue Officer
• Sales Operations
• Dimentional Gross Revenue / Margin Analysis
• Staff Retention key points

Chief Operating Officer
• Inventory Control – What does efficiency really mean
• Reporting
• Dashboards and Metrics
• Staff Retention key points

Chief Financial Officer
• Financial Reporting (summarized, visuals, drilldown)
• Efficiency of General Acct. Operation
• Budgeting Efficiency and Accuracy
• Overall Cost Control
• Reports Needed
• Dashboard Metrics Needed
• Staff Retention key points

Chief Executive Officer
• Everything!
• Efficiency of the Enterprise
• Profitability
• Future Reporting to Board of Directors and Investors
• Dashboard Metrics
• Staff Retention key point

"Opus delivered the critical controls that were unique to our needs, vastly optimizing operation efficiencies."
Charles Brumfiled, Managing Director, Hyundai Welding Products

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Know your Presenters:

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BO WISE

PRINCIPAL

Bo comes from a financial control background and spent the first ten years of his career in industry accounting, including a 5 year stint as the Controller in a heavy distribution environment. The next three decades, and counting, have been in ERP software consulting. Bo has extensive experience in distribution, manufacturing, and service industries, including non-profits. That experience, and his cost accountant perspective, is behind the mantra that Bo repeats at every staff meeting – On time. On Budget. Full functionality delivered as promised.

JEREMY POTOKA

TECHNICAL ANALYST

Jeremy has been designing and implementing ERP solutions for mid-market clients for almost a decade. By applying deep technical expertise with business processes, Jeremy helps clients digitally transform their business and gain operational efficiencies along the way. His experience is broad and across many industries, but primary focus currently is wholesale distribution, manufacturing and field service-oriented organizations.