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)
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 readReadTime 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 readReadProductivity apps & tools
13 min readReadAI Machine Vision Defect Detection
A systematic approach for developing an AI model to detect and classify surface defects using visual inspection.
3 min readReadMigrating 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
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
High quality software development
Creating high-quality software requires robust processes and procedures to maintain and monitor standards.
7 min readRead
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
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
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
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
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
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 readReadKPIs - 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
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
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
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
Entering new markets
Entering new markets generally takes one of three forms1^11:
6 min readRead
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