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Notes:
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Went into town to meet with Mike Guthrie at the bank. We chatted and talked about adilas stuff. He is an entrepreneur and is a partner in a local business that supplies restaurants with food and supplies. We went over his current processes and what they want to do. I explained a little bit of our story and we talked about his processes and current pain points. I gave him the concept of a data assembly line and auto mapping the accounting to the correct spots based on the operational flow of things. We had a great little chat.
Mike has a good overview picture of his business. You could see the wheels turning in his head as we talked. That is awesome. He also has a number of great contacts that could really help play in at some point. Here are a few requests that he had... just dreaming - eChecks out in ecommerce for paying big customer bills. He was worried about the credit card fees getting too big. - He would love to see a commission report that shows a relationship (even a reverse relationship) between commissions paid and bad debt (commissions paid on invoices that never got paid). Interesting. - He would love to see a year over year breakdown of revenue, cost of goods, profit margins, etc. Along with this, he would like to see all of the values as a percentage of revenue. He would also love to see things year over year, month over month, week over week, and even day over day (Mondays compared with other Mondays or Thursdays compared with other Thursdays). Basically, different ways to look at the data to see trends and evaluate performance. Tons of aggregation of data and viewing things in different ways. Real business intelligence (BI). - He would love to figure things out, work out the kinks, and then show it to his contacts so that it could help them. He likes helping people. - He would love to see auto reconciliation of the bank statements. - Other automations - those can come over time and as needs arise. - For me, I printed him off a few small graphics. They were pixelated and not super professional. I'd love to get more printable items for advertising.
All in all, a great meeting. I have a return appointment for next week. |