We have developed a range of business tools that can help you run your business more efficient. Please see below for a selection of our tools.
Prism FP
Prism FP is a comprehensive, tried and tested, financial modelling tool for businesses. It is developed in Excel and works with a number of input sheets which model the revenues and costs of the business and generate a Profit & Loss account, Balance Sheet and Cash Flow statement automatically. It also has facilities to track actual performance against forecast, funding models for invoice finance and loans as well as management ratios.
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Who is it for
It is suitable for both established businesses as well as start-ups. Whether used as a management tool or to raise finance from a bank or investors it does the job effectively and efficiently.
Why could it be right for you
Using Prism FP cuts down on the time and costs required to develop a financial plan. It is fine-tuned following a workshop with the client and is then handed over. The plan has been used successfully in discussions with banks as well as investors.
Prism Compass
Prism Compass is an easy-to-use business analysis tool. It facilitates the development of an informed overview of the business’ performance in 7 key areas.
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The areas covered are:
- Strategic Planning;
- Financial Strength;
- Team Development;
- Product / Service;
- Sales & Marketing;
- Legal; and
- Supplier Relationships.
Following the initial assessment, development priorities are set for an agreed period of time after which another assessment can take place. Each time the results are shown in a spider diagram. The assessments are completed through a workshop with the MD and if appropriate with the management team.
Who is it for
It is a practical tool for existing businesses who understand that in the current economic climate a business needs to evolve continuously in order to survive and thrive.
Why could it be right for you
Prism Compass provides a structured approach to an often complex discussion. Through more than 60 questions the business is scored and from which it is easy to create a development plan for the next period.
Prism CRM
Prism CRM is an online Contact Relationship Management service for the management of all your business contacts – including prospects, customers, suppliers, staff, associates, stakeholders etc. It is specifically designed for organisations where the relationships with these groups is shared between the directors, partners and/or other members of the team
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Who is it for
It is for Managing Directors, Directors and senior professionals who have a responsibility to build and maintain strong relationships with important contacts of the organisation.
Why could it be right for you
Not many products on the market feature the following benefits:
- £25+vat per month for up to 3 users;
- successfully manage sales opportunities;
- comprehensively report on opportunities at the touch of a button in real time;
- efficiently organise and manage all your contacts;
- organise and manage your follow-up tasks;
- store notes from discussions and meetings; and
- upload and store relevant documents for each contact.
If you are interested in trialing this service before deciding to subscribe to it, then please contact us for your FREE demo account.
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