Coming up
Our next PDM will be a two-day event with IncrediBREW in Nashua, NH, starting September 9 and meeting again on September 23. Check out the flyer for more details and for information on how to reserve your space at this exciting event.
Past PDMs
Customer Relationship Management PDM
More on the topic: After working with numerous firms across a diverse set of industries, Customer Centricity has accumulated a wealth of experiences on the topic of Customer Relationship Management (CRM). In this presentation you will learn:
- What CRM is and what it isn’t
- Common challenges faced by companies related to delivering a superior customer experience
- The recipe for doing it right
- Case study examples (the good, bad and ugly)
When: May 20th
Location: Radisson Hotel, 11 Tara Blvd, Nashua, NH
The banquet room is to the right of the lobby
Menu: Coconut-Breaded Chicken, salad, vegetables, rolls, cheesecake, tea, coffee
Price: $25 for members, $10 for full time students or those currently looking for employment
About the speaker: Craig Bailey is the founder and president of Customer Centricity and an expert in creating customer-focused organizations. He has an extensive background in project management, process engineering, Customer Relationship Management (CRM) and IT across a diverse set of industries.
Craig has successfully developed and implemented processes that are predictable, scalable, increase customer loyalty and retention, gain cost efficiencies and improve profitability. Recent client projects have spanned a number of areas including:
- Leading a large scale CRM deployment for a life sciences company
- Customer Experience Assessment
- Customer service center startup
- Outsourcing evaluation and management
- Business process streamlining
- Post merger / acquisition (whole company) integration
- Customer perception polling and survey
- Customer Experience Management workshop
Gary Patterson Book and Background Info
A follow-up from the March 17th PDM
Book Description
How Fiscally Fit Is Your Company? Just Say “Ah”
In Stick Out Your Balance Sheet and Cough, Gary Patterson details for the first time the proven methods he’s used to successfully treat companies of all sizes across a range of industries–from a startup purchased by IBM to a public technology company sold to eBay to an Inc. 500 consumer goods manufacturer to an international Fortune 500 firm.
Offering tips to stanch the internal financial bleeding and providing a daily regimen for ensuring your company’s financial health, the FiscalDoctor’s prescription is clear:
• Give your company an overall checkup to gauge its condition
• Diagnose problems and unseen opportunities by reviewing your financials and operations
• Implement a treatment plan using Best Practices from world-class successful companies
• Create a wellness program to prevent future fiscal crises
Using the FiscalDoctor’s Best Practices, the business you own, manage or direct can avoid unnecessary increased expenses, revenue shortfalls, employee layoffs, missed bonuses or broken dreams.
So open this book and say “Profit.”
Gary Patterson
FiscalDoctor, Inc.
781-237-3637
Author or Stick Out Your Balance Sheet and Cough:
Best Practices for Long-Term Business Health
Thought for These Economic Times:
“What is the cost of what you don’t know? $300,000,
$1 million, $3 million or more?”
P.S. See and hear the Fiscal Doctor now!
Have an idea for a PDM?
Please share ideas for topics, speakers, and tours with our VP of Programs at vp-programs@apics253.org


