Corporate Workshops

Chris' work has been fantastic for our business. He has the ability to quickly grasp what you need to deliver better services and products. He is innovative and at the same time very thorough in his approach. Thanks so much Chris for all your valuable time and advice

Sally Guilloux-Cooke, Director BeInSync

Putney Breeze developed Smartech’s “Sales Quote System”. The application is hosted on our server with FileMaker Server 15 software and is used by our administrative staff for monitoring and reporting on inbound inquiries, quote status of leads and invoice status of our projects in progress. The data is linked to customer details and history. Putney Breeze is a pleasure to work with and I would recommend Chris’s work to other people.

Anthony Cassar, Director Smartech Door Systems

Tools N All is an innovative on site supplier of manufacturing and construction tools and specialist equipment. Efficient and effective utilisation of delivery vehicles and inventory management is central to Tools N All’s operations. Putney Breeze developed Tools N All’s “Mobile Invoicing and Despatch System”. The application is hosted by FileMaker Server 15 and is used on our mobile devices for creating and despatching orders, obtaining POD signatures, invoicing, monitoring inventory and reorder levels. Importantly the system automatically calculates gross margin by product by customer by month by year. Our invoicing history is linked to customer information and product sales history. We also can access an automated a top 20 customer by date report for any date range. Chris is a very positive and encouraging person who is a pleasure to work with and would recommend him to others without hesitation.

Neville De Alwis, Director Tools N All

Project Description

The Performance Management Journey pa from Chris Catto

The foundations of Putney Breeze are built on first class performance management techniques.

Along with advising business owners, Putney Breeze also develops and delivers workshops and seminars for leading international institutes and associations.

Business Performance Management – Core areas of expertise include;

Aligning management reporting with strategy; a key enabler of strategic success.

All to often executive management reports are filled with generic key performance indicators without regard for the behavioral impact on staff and its relevance to the overall strategic direction of your organisation.

Putney Breeze works with CFOs, Financial Controllers and business leaders to map the appropriate key performance indicators to the desired strategic outcomes.

Putney Breeze follows the Kaplan and Norton strategic mapping principles, the evolution from the balance scorecard. More importantly, Putney Breeze has the workflow and processes and experience to deliver executive management reports that focus the business on your strategic intent.

Streamlining Budget and Forecasting Processes.

The annual budgeting and forecasting process can be an administrative grind for the business. It absorbes coutless hours of staff time for both operational leaders and the finance team. However this need not be the case. Streamling the budgeting and forecasting process through the introduction of efficient workflows can free up significant resources. The finance team can then focus on its core function; creating value for internal customers.

Creating a Value add Finance team

The value-add finance team are business partners, born out of the clearly defined key relationships of between management reporting and operational delivery. The business partnership is built on the core understanding how the relationship between actions of the finance team impact operational goals. Managing the outputs of the Finance team to facilitate strategic outcomes is where the finance function generates immeasurable value.