Commercial Due Diligence Playbook

Commercial Due Diligence Playbook

The Umbrex Commercial Due Diligence Playbook is a guide to conducting a comprehensive investigation into a business or individual before signing a contract, acquiring a company, or undertaking any significant transaction or partnership. Request the Umbrex Commercial Due Diligence Playbook This resource will be made available in both PDF and e-pub versions. Table of Contents: […]

Sales Operations Diagnostic Guide

The Umbrex Sales Operations Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s sales operations. The guide includes: Data Requests: Information to gather before starting the diagnostic Diagnostic Checklists: Five checklists to make sure you cover everything Interview Guides: Questions to ask front line sales reps, managers, and heads of sales […]

Organizational Design Diagnostic Guide

The Umbrex Organizational Design Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s organizational design. The guide includes: Data Requests: Information to gather before starting the diagnostic Diagnostic Checklists: Five checklists to make sure you cover everything Interview Guides: Questions to ask front line employees, middle managers, and senior execs Scorecards: […]

100+ Ideas for Using Time Productively Between Projects

We all have gaps between projects from time to time that leave space for other activities. Umbrex has curated this list of 100+ ideas for using your time productively between projects. We’ve provided links to some activities as relevant. Do you have an idea you’d like to contribute for using your time productively between projects? […]

Project Management Office Playbook

Project Management Office Playbook

A Project Management Office Playbook defines the complete guidelines for a PMO and provides a roadmap for the different tasks, durations, deliverables, project life-cycle, and so on associated with a PMO. It helps keep the project development on track and guides you in defining, assigning, and monitoring activities of project.  Umbrex has developed this Project […]

Post-Merger Integration Playbook

Post-Merger Integration Playbook

M&A integration or post-merger integration (PMI) is the process of bringing two or more companies together with the aim of maximizing synergies to ensure that the deal lives up to its predicted value. According to research conducted by McKinsey in 2016, companies that integrate well during the M&A process achieve growth of 6-12% higher than […]

Guide to CRM Software for Consultants

Clients and relationships are the lifeblood of an independent consulting firm — and knowing the best Customer Relationship Management (CRM) tool to track your contacts, opportunities, and projects is a vital aspect of your practice. Umbrex conducted a survey of more than 300 independent consultants to gain valuable insight into how they manage their CRM. […]

Guide to Microsoft Dynamics CRM

Website: Microsoft.com Pricing (single user, as of February 2023):  Microsoft 365 Business Basic: $6/month  Microsoft 365 Business Standard: $12.50/month  Microsoft 365 Business Premium: $22/month https://youtu.be/wbZFPEJScAk User experiences and comments on Microsoft Outlook Name: Ulrich Riedel Comments: I tried Hubspot, then talked to a Hubspot advisor. We realized that for my needs Hubspot doesn’t work. But […]

Guide to Dubsado CRM System

Website: Dubsado.com Pricing (up to 3 users, as of February 2023):  Starter: $20/month Premier: $40/month https://youtu.be/aRho4Sr1zFM User experiences and comments on Dubsado Name: Kelley Brubaker Comments: Once I got my statuses, tags and workflows set up and I became familiar with how Dubsado works, I see how my firm is much more efficient since Dubsado […]

Guide to Nimble CRM System

Website: Nimble.com Pricing (as of February 2023):  Business: $24.90/month per user https://youtu.be/-04mA-EgdUA User experiences and comments on Nimble Name: Georgia McKenzie Comments: We use Nimble because it’s the best CRM system on the market, and it’s a great fit for our boutique company. Nimble is flexible and easy to use, which is why we recommend […]