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SaaS Workshops

Some of the information covered includes:

  • Most common SaaS business metrics and financial ratios
  • Impact of different type of cash flow, COGS and customer acquisition costs
  • Typical SaaS revenue models
  • Importance of customer churn
  • Industry expense and margin averages
  • SaaS profitability strategies

SaaS Financials

The Financial workshop incorporates data and tools from OPEXEngine’s annual software benchmark study along with Montclare’s best practice and modeling expertise. This 1-2 day workshop is designed to be highly interactive and deliver the tools and content required to jump-start the SaaS financial planning process. As part of this workshop the clients get the 2012 OPEXEngine Software Benchmarking Report and a 1-year subscription to their EDGAR Dashboard Tool.

Why Choose Montclare Workshops?

Our workshops are designed to aid our clients with specific SaaS subject areas in an interactive, fixed fee format. Most workshops are between 1-3 days in length and result in a clear deliverable that includes industry content, planning tools and a findings report. Workshops can be delivered individually for up to ten participants or combined to create a complete SaaS strategic planning curriculum.

Why Montclare?

  • More than 10 Years of SaaS Business Experience

    Unlike other consulting firms that might specialize in strategy or systems development, Montclare combines deep SaaS strategic and operational expertise, which is unique in the industry. This expertise is complimented with a wide partner network that provides Montclare clients a one-stop services destination when building or tuning their SaaS business. We are proud have served many leading clients of all sizes including Axway, CA Technologies, Infor, Model N, Nimsoft, Novell, Oracle, Ping Identity, Plateau, RedPrairie, and Xactly.
  • SaaS Industry Leadership

    Montclare was founded in 2008 and has been active in the SaaS community in many different ways. The firm publishes one of the leading SaaS blogs, Smart SaaS, which has profiled nearly 100 different SaaS and Hybrid software firms. In addition, Montclare is active in the SIIA, having been CODiE awards judge and published a number of SaaS white papers with industry partners such as OPEXEngine, Host Analytics, Ping Identity, Oracle and SuccessFactors.  
  • Integrated Services

    The workshops are a component of an integrated set of business advisory services designed to help clients with strategy development and operational management of a successful SaaS company. Montclare services are based on six business dimensions including products, sales, marketing, service delivery and operations. In addition, there are services that incorporate industry best practices and content from partners including OPEXEngine, Appirio and Oracle. This mix and match services approach, provides clients with a high degree of flexibility and business effectiveness.

Take the Next Step

If you are still looking for more information about any one the Montclare workshops you can download a datasheet or contact us at info@montclairadvisors.com or 510-336-0019.

Our workshop with Montclare was very valuable for the development of our SaaS strategy.