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Implemented Technology to Boost Your Bottom Line A Real-World Technology Case Study By: Taylor D. Milliken

A real world technology case study

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Taylor Milliken runs Milosi, Inc., and uses a suite of powerful technology systems to maintain a highly profitable landscape operation. He walks you through how to set up your own systems and use the data you gather effectively.

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Page 1: A real world technology case study

Implemented Technology to Boost Your Bottom Line

A Real-World Technology Case Study

By: Taylor D. Milliken

Page 2: A real world technology case study

Charles Darwin: “It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.”

Page 3: A real world technology case study

The Plan- Agenda

The Growth- What it made us realize Technologies We Use 1st Step- The Pursuit of New Management Software 2nd Step- SPEED Up Our Bid Time 3rd Step- Opening Lines of Communication

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Growth What it made us realize.

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

1,600,000

1,800,000

2009 2010 2011 2012

Gross Sales

Gross Sales

Questions That Needed Answers

• Is our marketing working?

• Is our business model scalable?

• Are we making money?

• What are we doing tomorrow?

Page 5: A real world technology case study

o Quickbooks- Accounting

o BOSS LM- Landscape Management

o GoiLAWN and Planswift- Take-offs

o Fleetmatics- GPS Tracking and Safety

o Align- Accountability Software

WITY- WHAT’S IMPORTANT TO YOU?

Page 6: A real world technology case study

1st Step- The Pursuit of a Landscape Management

Software

Questions to Consider Before Getting Started:1. Your Business Model- Different Software's

for Different Business Models?

2. How long do you expect this software to solve your problems? Is this a stop gap or a long-term solution?

3. Who will implement and execute the software conversion, training, etc.?

We are full service and wanted to be able to bid

and manage all aspects of our business.

We named Megan the BOSS Super

User to implement

and train our team.

We wanted a software that could support our short-term and long-

term growth plan. INVEST WISELY.

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•What are we doing tomorrow?

•Are we making money?

• Is our business model scalable?

• Is our marketing working?

CRM/ Lead Conversion

Sales

ProductionAccount

Management

How Are We Going to Use This in Our Business?

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•What are we doing tomorrow?

•Are we making money?

• Is our business model scalable?

• Is our marketing working?

CRM/ Lead Conversion

Sales

ProductionAccount

Management

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•What are we doing tomorrow?

•Are we making money?

• Is our business model scalable?

• Is our marketing working?

CRM/ Lead Conversion

Sales

ProductionAccount

Management

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•What are we doing tomorrow?

•Are we making money?

• Is our business model scalable?

• Is our marketing working?

CRM/ Lead Conversion

Sales

ProductionAccount

Management

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•What are we doing tomorrow?

•Are we making money?

• Is our business model scalable?

• Is our marketing working?

CRM/ Lead Conversion

Sales

ProductionAccount

Management

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• Using the Boss mobile site in an effort to go paperless

• Transitioning to Pay pros, an online credit card processing system that is fully integrated with Boss

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• Main Purpose of Software for Us- SPEED

• Other Benefits Worth Mentioning:• Consistency in bidding

• Site map for operations

• Visual for client during the sale

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• Main Purpose of Software for Us- SPEED

• We always ask for PDF plans for construction and maintenance bids.

• Other Benefits Worth Mentioning:• Consistency in bidding

• Site map for operations

• Visual for client during the sale

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Safe

ty First

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- Accountability Software

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- Accountability Software

Business Owners and Managers

Have you ever found yourself with a ton of ideas but weren’t able to

execute them?

My team loved when I came back from a conference or had just finished reading a book…….

Note- Keep in Mind this is a test site.