Six Disciplines for Excellence Overview Gary Harpst

Mainstream Business Processes Built In Financial (AP, AR, Cash, Billing, etc.) Sales, Marketing, Services Distribution People, Relationships Projects © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Six Disciplines Business System People Suite Slide Title: Six Disciplines Business System The Six Disciplines Business System includes five essential, seamlessly-integrated Suites: People, Financial, Distribution, SMS and Project. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Six Disciplines Business System Financial Suite Slide Title: Six Disciplines Business System The Six Disciplines Business System includes five essential, seamlessly-integrated Suites: People, Financial, Distribution, SMS and Project. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Six Disciplines Business System Distribution Suite Slide Title: Six Disciplines Business System The Six Disciplines Business System includes five essential, seamlessly-integrated Suites: People, Financial, Distribution, SMS and Project. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Six Disciplines Business System SMS Suite Slide Title: Six Disciplines Business System The Six Disciplines Business System includes five essential, seamlessly-integrated Suites: People, Financial, Distribution, SMS and Project. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Six Disciplines Business System Project Suite Slide Title: Six Disciplines Business System The Six Disciplines Business System includes five essential, seamlessly-integrated Suites: People, Financial, Distribution, SMS and Project. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Six Disciplines Business System People Suite Financial Suite Distribution Suite SMS Suite Slide Title: Six Disciplines Business System The Six Disciplines Business System includes five essential, seamlessly-integrated Suites: People, Financial, Distribution, SMS and Project. Project Suite © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Business System Integration Slide Title: Business System Integration The Six Disciplines Business System offers a unique integration of the Six Disciplines Methodology with 16 core business processes including Human Resources, Cash, Billing, Receivables, Payables, General Ledger, Order Processing, Purchasing, Inventory, Sales, Marketing, Service, Projects, Project Billing, Time Entry and Expense Entry to allow all key aspects of your business processes to work together as an operational whole. The five Suites of the Business System enable you to leverage performance measurement across the entire Six Disciplines Business System. The Six Disciplines Methodology will also incorporate all of your daily processes to provide you additional benefits within each Six Disciplines Suite. Unlike other small business systems, the Six Disciplines Business System provides you with the ability to tie Human Resources, Financials, Distribution, Sales, Marketing, Service, Project Performance Processes AND Activities and Measures to your organization’s stated Mission, Values, Goals, and Objectives. By using Business System Alerts and developing and tracking Measures, you will have all of the key performance insight you need to make better business decisions. © 2004 Six Disciplines Leadership Center. All Rights Reserved. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Six Disciplines Technology Overview Corporation Client Internet Updated for v2 – SR NOTES Transition—to give a little background behind the scenes of what you are going to see…. Walk-thru all the major pieces of the System Three organizations: you the client, corporate & the local Leadership Center At each location are various resources & technologies: Business System – walk-thru each component Portal – Leadership Center local users verses remote Internet – relate the advantage of the Server on premises is that even when the internet’s down you can “do business” Relate those pieces to the equipment in the training room DISCUSSION QUESTIONS (TIME PERMITTING) Leadership Center © 2004 Six Disciplines Leadership Center. All Rights Reserved. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

Six Disciplines Technology Overview Corporation Client Internet Portal Website Learning Federation Business System Server Methodology Business Processes Measures Assistance Business Data Updated for v2 – SR NOTES Transition—to give a little background behind the scenes of what you are going to see…. Walk-thru all the major pieces of the System Three organizations: you the client, corporate & the local Leadership Center At each location are various resources & technologies: Business System – walk-thru each component Portal – Leadership Center local users verses remote Internet – relate the advantage of the Server on premises is that even when the internet’s down you can “do business” Relate those pieces to the equipment in the training room DISCUSSION QUESTIONS (TIME PERMITTING) Leadership Center Key Advisors (CPA, attorney…) Local Resources Coaching Training Facilities Value-add Services Customers Remote Team Members © 2004 Six Disciplines Leadership Center. All Rights Reserved. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

© 2004 Six Disciplines Leadership Center. All Rights Reserved. exercise What do you want your business to “be” in 10 years? Updated for v2 – SR NOTES Transition: now reviewed all the key elements of Aligning Systems –Processes, Policies, Measures, Technologies, People. How do you figure out where you are out of alignment & which offer the biggest payback Let’s return to Step IIIA –Identify Misalignments to see one useful tools The Alignment Survey Have it emailed and on their desk. Have them respond. Show them how the survey was created and administered…. Show report results….. (or from Hancock….) DISCUSSION (TIME PERMITTING) © 2004 Six Disciplines Leadership Center. All Rights Reserved. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

© 2004 Six Disciplines Leadership Center. All Rights Reserved. pause Let’s take a short break. Exercise to draw out participants biggest challenges © 2004 Six Disciplines Leadership Center. All Rights Reserved. © 2004 Six Disciplines Leadership Center. All Rights Reserved.

© 2004 Six Disciplines Leadership Center. All Rights Reserved. interaction What do you look for in a restaurant? Updated for v2 – SR NOTES Transition: now reviewed all the key elements of Aligning Systems –Processes, Policies, Measures, Technologies, People. How do you figure out where you are out of alignment & which offer the biggest payback Let’s return to Step IIIA –Identify Misalignments to see one useful tools The Alignment Survey Have it emailed and on their desk. Have them respond. Show them how the survey was created and administered…. Show report results….. (or from Hancock….) DISCUSSION (TIME PERMITTING) © 2004 Six Disciplines Leadership Center. All Rights Reserved. © 2004 Six Disciplines Leadership Center. All Rights Reserved.