Setting and tracking goals with Guy Meyers
Understanding performance progress is important at any stage in your business journey; as it presents an opportunity to tweak the processes that affect results and make changes before it’s too late. The theory of continuous improvement is not a new concept in business, but for dentists it represents a different way of thinking about how a practice operates.
Using the data and learnings from thousands of practices globally, Software of Excellence has formulated a best practice methodology in which practice performance should be set and tracked in order to meet both your business and individual objectives. Join Guy Meyers, Head of Customer Success, as he explains the step-by-step process in identifying the crucial KPIs within your practice, setting targets for each job role based on industry benchmarks and how to break this down into the key daily tasks that will achieve tangible business outcomes.
Business planning and exit strategies with Andy Sloan
Ensuring that you have an effective Business plan is vital to any business and should contain your eventual exit strategy, this session looks at effective business planning to ensure that your business is and remains profitable whilst looking at developing your future business with new processes and technologies to maximise your exit value.
We will cover vision setting and implementation, financial forecasting and business planning plus using return on investment calculations on your own business to understand the positive impact digital technology can have on your profit.

