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Upcoming Workshop Dates and Locations:

November 4-5, 2009 - Philadelphia, Pa.

Member Tuition: $1,695
(second attendee from same dealership: $1,195)

Non-member Tuition: $2,125 (includes a one-year BTA dealer membership)

BTA members may apply their $150 discount coupon received with their membership toward this workshop. Redeem your coupon upon registration.

Click here to fill out the online registration form.

With the focus on software solutions to drive growth and differentiate their dealerships from the competition, the formation of a professional services team is an ideal strategy for dealers. Taught by Mitch Morgan of CEO Focus, the BTA Professional Services Workshop focuses on the critical success factors necessary to build a successful professional services team. The workshop will answer many of the questions that dealers have, including the following:

What is the business model and what are the key metrics that drive success?
What are the roles, activities and accountability levels for professional services personnel?
What are the products and services that will drive the business today and in the future?
How do we select, develop and train personnel?
Each participant will leave the workshop with a clear professional services road map for success with goals, targets and milestones based on the unique characteristics of his or her dealership.

Among Morgan's clients, 80 percent have successfully entered the market selling software and related services without adding employees the first year. "In today's economy, many customers are looking to do more with less," says Morgan. "This fits perfectly with the solutions of a professional services group."

What are professional services?
Generally speaking, they are chargeable, often knowledge- and support-based offerings such as: document-related software implementation and customization (i.e., document management, variable data printing solutions, etc.); ongoing software maintenance; managed print services; custom scope-of-work deliverables; post-sale support; and consulting and assessment services.

Schedule:

Day One starts at 8:30 a.m. and ends at 5 p.m. (Lunch is provided.)
Day Two starts at 8:30 a.m. and ends at noon.
Hotels/Workshop Locations:

November 4-5:
Hotel information to be announced.


Course Instructor:


Mitch Morgan has built successful business models within the copier business since 1992. He founded the Connectivity Dealer Program from NIA (a BTA Alliance) in 1991. After his businesses were acquired by IKON Office Solutions in 1996, he led their Technology Services division. In 2001, he formed the Professional Services division for IKON. Through CEO Focus (www.ceofocus.com), Morgan has been consulting with CEO's on strategy, operations, organizational development and sales since 2005. He formed the Professional Services Roundtable in 2007.
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