Persona #4 - Director Dave
Overview Responsible for all aspects of the company for a SME in manufacturing for construction. They have been running the company for over 10 years. Typically very hands on all aspects of the business such as operations, commercial decisions, staff and more  as they have watched it grow
Background • Started learning about the company for many years due to company being family run
• 20-150 employees
Demographics • Age 45-55
• UK based company
Technology/watering holes Industry groups/ Networking events with other business leaders
LinkedIn
Showcasing events
Goals, metrics and motivations • Grow the business
• Reduce risk
• Improve efficiency in departments and staff
• Stay competitive within their industry To be profitable
Responsibilities • Setting the overall direction of the company
• Making the final decisions on strategy and investments
• Ensuring processes run smoothly
• Ensuring the company will have long term stability and profit
Challenges & pain points • Currently using Sage 50 with a combination of spreadsheets. Both running the reports himself and other departments to report to him
• He has got to a point with company where they need better reporting in the sales and technical departments to ensure there is long term growth support
• Incorrect figures can lead to poor business decisions
• Concerns over data accuracy
• No real time reporting
• Limited visibility across departments
• Struggles to scale operations
• Buck stops with him
What can we do? • Support their growth and removing the company’s dependence on spreadsheets
• Support the company in making better decisions with real and live data
Real Quotes “just wanted to say a big thanks to the both of you (and Tom) for all the help with this project, and the many calls it involved! It’s always much appreciated with the quick responses. Ian Francis
Managing Director - VacPro
Common Objections When dealing with their current systems for so long often seeing a new ERP as a big spend rather than a long term saving. Risk of downtime and the worry that the project may cause disruption
Marketing messaging “You want a business that performs at its best, with clear visibility, efficient operations and systems you can rely on? Qi helps you modernise your set up, cut risk, remove manual work and give your teams the tools they need to support long term growth
Elevator pitch