Balancing the Portfolio: Creating a High-Performance Service Group
Having a service and special projects group to help balance the portfolio can create additional financial stability to an otherwise fluctuating industry.
During this session, we will discuss the life cycle of the service business, including defining the business model to ensure proper viability of target environment. From there, we will discuss the entire workflow ranging from dispatch, technology implementation, billing and collections best practices, and customer management.
SESSION OVERVIEW
• Outline the strategy of defining the business
• Define the structure required to begin and scale the group
• Discuss business processes required for success
• List business development alternatives
• Create workflow to ensure trainability and scalability
• Discuss technology requirements to speed cash flow and provide transparency in performance
EVENT INFORMATION
November 20
Bay Area SMACNA Training Room
6689 Owens Dr.
Pleasanton, CA 94588
Time: 8 a.m. - Noon
Instructor: David Morton | Maxim Consulting