Executive Summary-1

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A Case Story

Implementing Compact Enterprisetm


A short story introduces the problem we are addressing, and what is being done about it. Then we discuss more of the background and specifics of the new system.

Part I. Entrepreneur’s Story

(More Implementation Details Included)


A good friend and very smart business owner-developer had created and grown his company so that by mid-2006 it was prospering.  But it was keeping him buried in operational issues and distracting details too much of the time.

An innovator at heart, he was quietly getting more frustrated over some missed opportunities, and the loss of control over his time.  He certainly hadn’t intended to accomplish success only to end up slowed down by daily issues.  Being trapped in this way was delaying his plans to expand the business.

Paul knew that by working longer hours, and starting to build a deeper management pyramid that he could expand, but he also knew that this would increase the chances that he would simply burn out.  He needed some other options, some ways to work better and smarter, and to keep his life in balance.

Stopping for iced coffee on Loop 360 one hot July morning, he happened into a conversation with another business owner and acquaintance, she was saying, “Paul, you need to see this new kind of system-vehicle for yourself to really get how it could help you break out of that trap.  I’ll arrange something, ok?”

It took Paul less than a month to work through the first phase, a pilot project to implement and test some of his operations on the system.  He didn’t have to purchase hardware, or install anything because the system is web-based and was delivered online ready to configure, exclusively for his business operations.

He only needed to configure his initial processes, rules, and organization on the system for testing.  Then, to get a real hands-on sense of the system, he got his first group of team members trained to work their assigned jobs through his new web-based vehicle.

To use his system, employees needed only their work computers running the standard web browser, plus their ID, security key, and the training Paul arranged for them.  They easily recognized their assigned work-processes, even though these were now on their new web-based system instead of “on paper and PC” as before.

Paul realized immediately that this was the first time he had seen an automated way to convey his intended company-wide work patterns and rules through a system that actually helped the team get things done . . .  without involving him so often.

He quickly saw that putting most of his operating staff under the new system would save more time and make it easier to scale up for expanded operations with modest management growth.

At his pilot project checkpoint review, Paul made a “Go” decision for more deployment.  Then, over the next few months, Paul moved one process at a time, step by step to automate his operations business wide.  After each step, he experienced using his laptop to interact with more of his business working in real-time.

Ultimately, Paul had 24x7 auto-pilot like control of operations and compliance with his processes through the system, and he could configure and adapt as needed.  He was getting real-time information like operating status, and financials with a few click of his mouse, and he started finding more time for business development.  He rescheduled his vacation with a real commitment to taking it, this time.

Paul accomplished things he had never seriously considered possible and he did it surprisingly fast with Compact Enterprisetm.

Points From This Story


Paul accomplished something that he had never considered possible, and he did it surprisingly fast. How many of us would love to manage tighter, with more control, and also . . . reclaim significant amounts of time for innovative new projects more often!

That’s pure flexibility, to continue innovative development, and also manage better business results at the same time!

It’s also being very smart to use new ways to work toward greater success.

Discussion: A New Kind of System


As entrepreneurial owners create the early stage of a new business, they often incorporate themselves as the glue that holds everything together. In order to grow beyond the initial stage, owners must be willing to change the way they do a few things, and the results need to:

• Extricate owners from gluing routine operations together (personally)
• Guide and control experienced or new staff as they execute operations
• Enable real-time status reporting without disrupting work
• Provide for easy deployment of changes and improvements
• Be ready for immediate use and payback
• Attack 100% of the operating and control challenges

Expected Results


When a new system does these things effectively, we have achieved something quite remarkable for the accomplished innovator who is our subject here.

1. We have lifted the burden of personally gluing the daily operating processes together by offloading it to our new system.
2. We have created actual flexibility for the innovator to continue making improvements and changes by using the new system to accomplish deployment.
3. We have returned invaluable time and energy to our accomplished innovator who will undoubtedly apply them to their list of other priorities, such as business development, or maybe a well earned vacation break.

Part Two:

Describing The New System


Let’s further define and describe the new Operations and Control System we are discussing.
When we add all this up in the form of a new system for compact enterprises, what do we get? First, let’s consider some desirable and feasible characteristics of the system itself, and then we should think about the consequences for our accomplished innovative owner.

Characteristics: (Read the story, Part I, for more insight.)


• Company wide operating and control system
• No-technology, worry free, no maintenance
• No up front capital
• Facilitates work flow, compliance, and control
• Guides everyone when introducing new employees or new processes
• Enterprise robustness affordable for a compact businesses
• Scalable for expanding or adding business more

Changes for Owners:


• No longer personally gluing real-time operations together
• Flexibility to grow and develop more business success
• Time for priority focus and for more of life

Why do we say that this new Operations and Control System also powers innovation? Because, in the hands of our accomplished and innovative business entrepreneur, the system will be used not only to scale current operations, achieve much smoother execution, and consistently better client satisfaction . . . but they will use the flexibility and time to push their innovation roadmap forward. And now, they will do it more rapidly than was possible before. That’s powering up innovation too, and that is what we mean about this remarkable result for accomplished innovators.

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