The CFO Insight LLC team is ready to assist mid-market companies in meeting their finance executive needs. Services range from part-time CFO services, to enhance existing financial management, to interim CFO services to fill an unplanned requirement. Additional finance executive services include senior finance project work, and M&A services - Prepare Your Company for Sale; Acquisition Due Diligence; M&A Integration.
I use Daylite for managing my database of clients and contacts (in total about 2,500). I routinely email about 1,100 of my business contacts to announce periodic webinars. I also use Daylite to manage 'snail-mail' physical mailings to about 400 of my key business contacts. I manage my calendar – working with more than a dozen organizations across 4 states. Using the groups feature, I also categorize contacts by industry, or profession, e.g. Attorney, CPA, CFO etc. When I see an article that applies to an industry or profession, I can easily mass email links to the appropriate article.
Daylite's ease of use, and portability are exceptional. I now have Daylite fully synchronized on my iMac, iPad, and iPhone. I can easily check my notes, emails and previous meetings to refresh earlier discussions etc. with contacts, and be better prepared for an upcoming meeting. Quite often, I'll arrive at a meeting 15 minutes early and get updated – the iPad's portability is essential.
Daylite is considerably faster on the iPad. Also, as I read articles in various publications (e.g. Wall Street Journal; Business Week; Reuters; Bloomberg etc.), I can easily access my contact list to forward relevant articles. At my option, there is no dead time, unless I choose to make it so.
I'm not sure how to beat the ultra sharp graphics, access to information anywhere I travel, and smoothness of operation. I have perhaps 20 Keynote presentations on the iPad, and when appropriate, I can access the presentations immediately at a luncheon or meeting to emphasize my point. I've also accessed my website over a luncheon to demonstrate a point to a potential client. I am a private pilot, and the iPad has also revolutionized flying with electronic sectional charts, terminal procedures, and electronic filing of IFR flight plans… saves 30 pounds of paper; provides immediate, scalable access to any chart I need; and improves flight plan filing.
In addition to managing my "rolodex", I manage my client pipeline. Timely, scheduled follow-ups for potential engagements are essential in this competitive consulting environment. Mergers & Acquisitions sometimes happen suddenly, and I need to understand my availability. Clients sometimes ask me questions outside my expertise – for example, they may be looking for an advertising, marketing, or perhaps a manufacturing expert. When that happens, I search the data base for the best resource to solve their problem, and make the referral immediately – it's a win/win. The client is well served, and a well-qualified consultant increases their revenue.
I think that the larger size – when compared to the iPhone, actually makes me more productive. For example, when waiting for a meeting, I'll use the iPad to manage my emails, research companies, and read periodicals/newspapers online. These activities often generate ideas that I make note of in Daylite for follow-up.
I now have more control over my time, my prospect pipeline, and my resources (e.g. contacts). I also manage my marketing; mailings, webinars, blogs etc. using Daylite.