Tern Academy

The playbooks we use to build enduring software businesses.

Hands-on guidance from our operating team, organised by the five value creation levers we pull with every portfolio company.

All playbooks (19)

01 · Sales Effectiveness

Define target customers

Success in the B2B software landscape hinges on understanding your target audience. The art of segmenting, sizing, and selecting the right market…

8 min readRead
05 · Systems & Process

Time tracking and allocation

As an owner-manager of a B2B software business, understanding efficient time management of your team is pivotal for sustained success and growth.…

3 min readRead
05 · Systems & Process

Productivity apps & tools

13 min readRead
02 · Product & Tech

AI Machine Vision Defect Detection

A systematic approach for developing an AI model to detect and classify surface defects using visual inspection.

3 min readRead
02 · Product & Tech

Migrating From SQL Server Backups To Azure Recovery Services Vault

This guide describes how to migrate from locally made SQL Server database backups to using Azure Recovery Vault - this is mainly relevant for SQL…

4 min readRead
02 · Product & Tech

Multi-tenancy System Models

When designing system architecture, consider how customer data is segmented. This page discusses common segmentation types and uses the term "tenant"…

2 min readRead
02 · Product & Tech

High quality software development

Creating high-quality software requires robust processes and procedures to maintain and monitor standards.

7 min readRead
02 · Product & Tech

Migrating on premise VM’s to Azure

Its quite common to have a need to move a Windows server from one hosting location to the cloud - Azure in this example. The source server may be…

3 min readRead
01 · Sales Effectiveness

International expansion

In our view, international expansion looks great on paper but we need to ask some key questions before we dive into the investment.

2 min readRead
04 · Financial Rigour

Cash flow forecasting

Cash flow forecasting is a critical aspect of financial management for small and medium-sized software businesses. Understanding and projecting your…

5 min readRead
01 · Sales Effectiveness

Lead generation - marketing led

In this article we focus on the lead generation funnel with a focus on Marketing qualified leads (MQL)

3 min readRead
04 · Financial Rigour

Reporting discipline

Being an owner-manager of a B2B software company can be demanding. While most of your time is rightly spent on a variety of sales effectiveness and…

4 min readRead
01 · Sales Effectiveness

Content marketing insights (MQL)

This blog post explores the nuances of content marketing, its significance for small and medium-sized B2B software companies, and how it differs for…

16 min readRead
04 · Financial Rigour

KPIs - financial

“What is not tracked is not maintained”. As your team goes through the opportunity pipeline you need to take note of relevant KPIs, use them to…

13 min readRead
01 · Sales Effectiveness

Pipeline and qualification

Successful conversion of a lead is often determined by the ability to identify and focus on the most promising leads. Lead qualification plays a…

10 min readRead
01 · Sales Effectiveness

Lead generation - sales led

Understanding the journey from initial contact to a lead to a customer is paramount in the context of B2B software businesses. Leads come in various…

12 min readRead
01 · Sales Effectiveness

Lead scoring (MQL)

Attracting leads is akin to the art of wine tasting — enticing potential customers with a flavourful preview before committing to a full-bodied…

3 min readRead
01 · Sales Effectiveness

Entering new markets

Entering new markets generally takes one of three forms1^11:

6 min readRead
01 · Sales Effectiveness

Types of new markets

Every B2B software company that intends to grow will consider entering new markets as a natural plan. It should come as no surprise that a study by…

4 min readRead