Thursday, September 21, 2017
Thursday, 13 November 2014 16:10

Highlights: Building a Roadmap for Lasting CRM Success

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Thank you to everyone who joined us for our annual CRM Executive Panel Event! Business executives from leading West Michigan companies including Bethany Christian Services, Crystal Flash, and Voice Data Systems fielded questions about their experiences partnering with DPT and building a roadmap to lasting CRM success.

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Some highlights from the event:

  • Voice Data Systems demonstrated how their long sales cycle (engineering a solution specific to meeting custom requirements) is optimized using CRM with Microsoft Lync for instant video collaboration. VDS also streamlined the sales process for design engineers that were regularly pulled to work with sales on unqualified opportunities.
  • Crystal Flash transformed its commercial sales force and process, initiating a paradigm shift and challenging the status quo. New sales dashboards provide quick access and visibility all of the team’s open opportunities, while giving management insight into the sales pipeline to help set the right priorities for the team.
  • Bethany Christian Services discussed the value of developing a long-term CRM roadmap in setting priorities and managing expectations with users. One of the roadmap priorities they covered was the value of case management in providing consistent and excellent customer service.

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DPT takes a unique business performance approach to CRM strategy. We can help your team chart a course towards sustainable, efficient, growth enabling, and rewarding solutions to the challenges you face. Hear more from our clients, and contact us to learn more about how a business and process first approach can lead your organization to CRM success.


Monday, 25 August 2014 13:35

Introducing Mike O'Meara

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"Working at DPT has been one of the happiest milestones of my career.  I’ve wanted to join a boutique consulting firm for years, where expectations are as demanding and results are as gratifying as one can imagine.  While globetrotting with the Big 4 consultancies had its rewards, relationships and successes with a client are much more meaningful when achieved as part of a small, talented team.


"For many years, I strived to gain experience across the broadest spectrum possible.  I completed a liberal arts education in public policy at renowned University of Chicago, which incorporates group psychology, research in policy efficacy, ethics, and micro and macroeconomics.  After that, Big 6 Consulting (now Big 4?) was a way to gain experience in each back office and front office discipline, while not being locked into any one or dozen industries.  I chose to keep my options open until I found something to be passionate about—as you can’t be successful without passion.  I’ve discovered that leadership advisory is where it’s at for me.  Practice leadership requires applying both creative and analytical hemispheres of the brain, which is something that suits my wiring.

"I’m new to Grand Rapids, having spent much of my career and life seemingly everywhere else imaginable.  I look forward to moving to beautiful West Michigan, where I’ll be found biking, dodgeballing (see comically bad photo), watching my daughter Irish dance and my son attending first grade, sneaking out to lunch with my wife who is a physician, and cruising on my relative’s pontoon boat on the Thornapple River….with my newfound friends and colleagues at DPT, of course!"


Read more about Mike




Luke Maddox was recently interviewed for MiBiz and gave practical advice for getting more out of your Customer Relationship Management system - including points such as, "Set aside the software and first think about how you engage with your customers." Read more about best practices and advice from DPT and others on the MiBiz website.

Click here to read the full article.

Tuesday, 27 May 2014 13:09

How to Prioritize Your Business Process Work

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One of the critical questions to answer when redesigning or simply enhancing your business processes is – which focus area will provide the highest value to go after first? Because you can’t “eat the elephant all at once,” there are a number of factors that should go into deciding how you prioritize your business process work.

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First, think about your business strategy and success drivers. For instance, if you are in a low margin or competitive industry, your primary business objective is expanding margins. Improving operating efficiency would be the primary criteria for choosing business processes to redesign. On the other hand, if increased “walletshare” (expanding sales with current customers) is a higher priority driver, then the potential for enhanced relationships and uncovering hidden sales opportunities would be a better prism through which to prioritize improvement areas.

Another key factor to realistically consider is your organization’s culture and appetite for process change. Any great improvement idea can be rendered ineffective if it is not adopted well, and fully incorporated into a new way of doing business. Gaining buy in from the people involved in the process, including incorporating ideas that improve their (and not just management’s) experience can dramatically improve success rates.

There are a number of other factors to consider when launching a Business Process Management project.  DPT’s Design and Readiness approach evaluates all of the pertinent factors to tailor the right answer for your organization and situation.

Contact us to talk to a DPT performance expert.



Tuesday, 27 May 2014 13:04

In the Spotlight: Brian George

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Brian may be the new guy at DPT, but he’s not new to business performance improvement. Having worked in the software industry for 12 years, Brian brings not only a wealth of experience, but also a touch of the unexpected to the DPT team.

“Ultimately, I want to help our clients be more successful in their endeavors,” says Brian. “My experience has taught me that technology is really the enablement of people and processes – you can’t buy a whole new system and not have the people that will use it in mind. That’s a common mistake that I’ve seen, but something that DPT consistently gets right.” For DPT’s clients, Brian digs in to learn as much as he can about their business goals and processes so he can align the software solution with the business needs.

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“Life is all about balance,” says Brian, and when it comes to work-life balance, he has it figured out. When not engaged in helping clients address business performance needs, Brian is passionate about spending time on his hobby farm, where he, his wife, and their three kids work together to raise a myriad of goats, chickens, pigs, and a variety of fruit trees. “West Michigan has its own beauty,” says Brian, “And I’m happy to be here, to have family in the area, and to be able to serve local companies.”

Read more about Brian on our website, and connect with him on LinkedIn.

Wednesday, 23 April 2014 12:29

In the Spotlight: Jack Kelly

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With over 27 years as a successful business strategist and leader, Jack Kelly has learned more than his share of business lessons by jumping in and attacking problems. Jack comes to DPT with an exceptional knowledge of how we operate and a unique appreciation of our local partnership approach – This perspective comes from his previous professional life where he was engaged with DPT as one of our longest lasting customers.

Problem solving and the art of aligning business strategy and process are just a couple areas where Jack enjoys spending his professional time. With a broad background spanning finance, technology, sales, and operations, there are few challenges that Jack doesn’t have the experience to understand and tackle. His approach is simple: No problem is as complicated as we make it out to be. Break it down and find a positive solution.

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Outside of work, Jack loves spending time with his wife, Julie, and two sons, Vince and Ross. They enjoy playing board games, being outdoors, playing music, being on the water, and last but not least – cheering for the Spartans! Lastly, here are two messages about Jack’s outlook on life - It is a good thing we don’t have to live this life alone! - and - Fun is critically important… have some today!

Read more about Jack



Thursday, 06 February 2014 16:19

The Right Mix

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Making a great food dish starts with quality ingredients. There’s a lot of value in having fine flour, fresh veggies, and the perfect aged cheese when it comes to taking a recipe from “so-so” to mouthwatering. You wouldn’t build a gourmet pizza from less than perfect ingredients, and the same is true for improving your business performance.


Do you have a business problem or improvement area that you need to tackle? Or maybe you have an aggressive growth plan and need a partner to help you get there? Our experienced business strategists allow us to interact with our clients at a strategic level – quickly understanding your priorities and vision, and effectively bringing the right mix of DPT’s practice areas to bear to solve your problems and move you forward.

The question isn’t which service to start with, but what’s the right mix of business service “ingredients” to get at the heart of your problem and make business change happen. At DPT, our services are closely integrated, and we work with you to engage those services where it makes the most sense to bring you exactly what you need to improve your business.


As an example, a key success factor in implementing Customer Relationship Management (CRM) solutions is defining and standardizing the underlying business processes (Business Process Management). Meanwhile, Project Leadership plays a role not only in managing scope, schedules, and budget, but also in driving success through change management, mitigating risk, and measuring business performance.  Of course, we also leverage our extensive CRM strategy and design experience on such projects.

When it comes to improving your business performance, the value isn’t just in the ingredients, but in how they are mixed together to drive success. Want to know more about how DPT can help you take your business to the next level? Contact us.


Tuesday, 28 January 2014 05:47

What is Project Leadership?

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Business leaders expect more than the traditional view of project management which has often been relegated to tracking, managing and reporting time, scope and resources. DPT Project Leadership certainly manages time, scope, and resources - but then we go beyond.

Watch a two-minute video to learn more about what Project Leadership is, and how it can help your strategic projects succeed:



Want to know more? Contact us, or discover more about Project Leadership on our website.



Monday, 20 January 2014 13:22

Making a change in 2014?

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It's a new year, and many of us are expecting exciting changes. Are you thinking of acquiring a company and integrating those new team members into your existing structure? Or are you considering an internal consolidation - merging two teams into one? If so, here's a business resolution from our Project Leadership practice that will help make your changes in 2014 successful:


Workforce planning is time well-spent to increase operational and business performance - making a comprehensive change plan will help increase your probability of success, as well as help you sustain productive change. To learn more about our Project Leadership practice and how we can help you make 2014 the best year yet, please contact us.


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