Content
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 Input (Video, Slides)
- Strategic Vision (Video, Slides)
- Getting Focused in Your Business Strategy (Recording, PDF)
- Strategic Planning (PDF)
- Foundational Elements of a Strategic Plan (PDF)
- Getting the Most out of Strategic Planning (Recording)
- Strategic Execution (PDF, Slides)
- Reaching Your Strategic Objectives (Slides, Video)
- Talent Strategy Risk (Video, Slides)
- Are You a Visionary or an Integrator? (PDF)
- Common Hurdles in Growing an NI Partner Business (Slides, Recording)
- The Right and Wrong Way to Think about the Future (PDF)
- Staging Your Company (PDF)
- Successful Succession Planning (PDF)
- Best Practices – General Management (Slides)
- Strategic Advisory Program Overview (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)
- New Leadership Development (PDF)
- SI Evolution – A People Perspective (Slides, Video)
- Best Practices Deployment – The People Component (Sides)
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)
- Exotek Industry Insights 2022-Q2 (PDF)
- Exotek Industry Insights 2022-Q3 (PDF)
- Exotek Industry Insights 2022-Q4 (PDF)
- Exotek Industry Insights 2023-Q1 (PDF)
- Exotek Industry Insights 2023-Q2 (PDF)
- Exotek Industry Insights 2023-Q3 (PDF)
- Exotek Industry Insights 2023-Q4 (PDF)
- Exotek Industry Insights 2024-Q1 (PDF)
- Best Practices Deployment – Financial Management (Slides)
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)
- Reasons to Improve Your Business Practices (PDF)
- CSIA and ISO Certifications
Other Resources
- NI Adopting CSIA Certification (Slides)
- Understanding the CSIA Audit Report (PDF)
- NI Adopting CSIA Certification (Video)
- To Certify or Not to Certify (Video, Slides)
- What Peers Say about Exotek Groups (PDF)
- Peer Groups for the Too Busy (PDF)
- Formation and Benefits of Peer Groups (Video)
- Top 10 Reasons to Join a Peer Group (PDF)