Note:For this year's State of the Industry survey, we are going to try to aggregate more financial and operating information than we have in the recent past and share it with participants.
Those who have been in the document channel on the service company side will recall a very detailed financial and operating survey that was done during the 1980s and early 1990s.Our goal is to start to move back toward that kind of model with this initial effort, and then expand upon this base during 2010.We'll discuss some of these options during the Document Management Service Providers Executive Forum in Scottsdale on November 6-7.
As a result, the survey will take a bit longer to complete than some in the recent past.But we trust that the increased amount of business-relevant data will be worth the additional effort.
Three things are important to keep in mind in deciding whether to participate in this survey:
1.The information will be kept STRICTLY CONFIDENTIAL and will only be presented in aggregate form;
2.The target audience is document-centric VARs, Systems Integrators, and Service Companies.
3.The detailed aggregate results will ONLY be made available free of charge to those who participate in the data gathering.An overview of the results will be provided at the Executive Forum.
1
Please choose the category that best describes the PRIMARY focus of your business [chose only ONE]:
VAR
Systems Integrator
Service Company
Other
2
What were the revenues of your company for the following fiscal years...?
please note in thousands of US $, using this format --
895 for $895,000 and 1026 for $1,206,000
2007
2008
Est 2009
3
For 2009, estimate the profitability of your company:
Over 20% net profit
10-20% net profit
0-10% net profit
broke even
0-10% net loss
10-20% net loss
>20% net loss
4
How many employees (full-time equivalents) do you currently have?
5
How many sales representatives (full-time equivalents) do you currently have?
6
What percentage of your total revenues comes from the following categories?
(total should equal 100% -- use this format -- 20 for 20% and 35 for 35%)
Micrographic hardware
Scanning hardware
Micrographic services
Scanning services
Professional services
Doc and cont mgmt SW
Software development
Other
7
How have your revenues in each of the following product and service categories changed over the past 12 months?
1 inc by >20%
2 inc by 10-20%
3 inc by 0-10%
4 stayed the same
5 dec by 0-10%
6 dec by 10-20%
7 dec by >20%
Micrographic hardware
Scanning hardware
Micrographic services
Scanning services
Professional services
Doc and cont mgmt SW
Software development
Other
8
Approximately what percentage of your total revenues comes from each of the following vertical industries? (total should equal 100% and use this format -- 20 for 20% and 35 for 35%)
Banking
Insurance
Pharmaceutical
Healthcare
Legal
Marketing/media
Non-profit
Publishing/graphics
Investments/securities
Federal government
State and local government
Manufacturing
Education/libraries
R&D/engineering
Transportation
Oil & gas/utilities
Other
9
In which THREE of these segments do you see the greatest opportunities (in REVENUE terms) for NEW growth in 2010?
Banking
Insurance
Pharmaceutical
Healthcare
Legal
Marketing/media
Non-profit
Publishing/graphics
Investments/securities
Federal government
State and local government
Manufacturing
Education/libraries
R&D/engineering
Transportation
Oil & gas/utilities
Other
10
How much do you plan to spend on marketing (the promotion of your company's offerings) in 2009?
please note in thousands of US $, using this format --
895 for $895,000 and 1026 for $1,206,000
est. 2009
Note: Questions 11-17 are potentially a bit more time consuming than the rest of the survey, depending on how readily available the information is. Given this, feel free to skip them if you need to. However, we will only provide detailed results relative to these questions to those who answer the questions, and only if there is enough data to mask individual responses.
For questions 11-14, for the 2008 fiscal year, what were your expenses in each of the following major expense categories...
(please note in thousands of US $, using this format -- 895 for $895,000 and 1026 for $1,206,000)?
11
Variable Selling Expense -- expenses incurred which can be tied back to a sales event. Particularly, sales commissions and customer goodwill accommodations.
12
Personnel Expense -- expenses that are incurred in payment of employee compensation, taxes or benefits.
13
Semi-fixed Expenses -- normal overhead expenses that may shrink or grow in relation to the volume of business but are not tied to a specific sales event.Examples would include advertising, telephone, and office supplies.
14
Fixed Expenses -- Generally, those expenses incurred relating to the physical facility. Rent, some of the insurance premiums, leasehold improvements and depreciation of fixtures and equipment would be included here.
15
What is your Selling, General and Administrative Expenses (SG&A) percentage?
Please just enter a number -- e.g., 23 for 23%
16
What was your Gross Profit last year -- in $?
Please just enter as a number -- e.g., use 55423 for $55,423
17
What was your Gross Margin last year -- in %?
Please just enter a number -- e.g., enter 28 for 28%
18
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