CAT Scan | Investor Direct Funding

Welcome to your Corporate Analysis Test (CAT Scan).

Please score your company using the following scale:

“1” (weak) – “10” (strong)

Phone

FINANCE
Are your payables paid within 30 days?

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Is your profitability steady or growing?

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Do you have an effective system in place to monitor purchasing and cost of materials?

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Does your accountant provide analysis which allows you to implement changes?

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Are your Accounts Receivable paid within 30 days?

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SALES
Have your sales revenues increased by at least 10% annually?

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Are the company sales spread relatively evenly across your sales force?

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Are the company sales spread relatively evenly across your client base?

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Do you take time to directly and personally meet with clients?

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Do your customers receive the same presentation and pricing from all sales staff?

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MARKETING
Do you have a reasonable percentage of total market for your products/services?

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Are your customers informed of your niche in the market?

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Can your employees describe what your company does and its uniqueness in two sentences?

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Do you have an identifiable company image in the marketplace?

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Is your customer retention rate good?

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CUSTOMER SERVICE
Are the written and verbal communication skills of your customer service staff above average?

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Are your customer service employees properly trained compared to what you would want as a consumer?

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Do you know how many customer complaints occur each month?

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Do all or most of your employees receive some training for dealing with customers?

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Are your customers able to reach the same service representative each time?

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HUMAN RESOURCES
Do you have programs in place to motivate employees to perform?

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Do you know the true cost of training per employee?

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Do you know your turnover rate by job type and how it impacts your operation?

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Do you have updated position descriptions tied to pay structures?

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Do you feel that your culture provides a positive environment for all employees?

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INFORMATION TECHNOLOGY
How effective are your corporate policies and your staff’s adherence to them in safeguarding corporate data from both internal and external forces?

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How well is your technology being used to service your customers?

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How effectively is your current data being used to assess operations, finances, etc?

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Do you have a process to evaluate and eliminate documents that clog your system?

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Do your employees get sufficient ongoing training to enable them to utilize technology to the fullest?

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PRODUCTION
Do you have a system for determining production lead times and tracking effectiveness?

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Do you know the cost of each unit of production?

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Do you have an adequate system to determine just in time (JIT) inventory needs?

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Do you have a quality control system that keeps defective products to a minimum?

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Is your equipment running at full capacity?

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MANAGEMENT
Do you have a succession plan?

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Do you feel that your managers work as a leadership team?

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Does your management group meet your expectations?

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Can you comfortably be gone from the company/department for a week or more?

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Are your managers preparing key employees for advancement?

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BUSINESS GROWTH
Are you doing all you can to sustain and grow your business?

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Do you know the key external influences that do and will impact business growth?

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Do you have a good understanding of your competition?

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Do you think your managers are knowledgeable of industry and economic issues that impact you?

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Do you have an annually updated and useful strategic plan?

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GENERAL ISSUES
Is your company active and visible in the community?

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Do you feel you are doing enough to deal with market volatility?

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Do you communicate your Vision, Mission and Core Values to your employees (do they exist)?

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Do your managers know the key issues the company needs to address?

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Are you comfortable with the current status of your company?

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