Valiant - How I Did It

How I did it: Stopped being a big fat baby and grew up with Autotask.

Thomas Clancy, Jr.Founding Partner

Valiant: Background

Specialize in support for the creative industry Advertising, Apparel, Audio/Video, Architecture

Desktop, Server, Network Support and Sales Certified in Dell, SonicWALL, EMC, Cisco, Apple 17 employees in NYC office.

Agenda

Challenges before Autotask Steps to Change Results Benefits

Challenges before Autotask

Home-grown ticketing system Project tracking used same (bad) system Managed Services seemed impossible Tracking Block Hours was a headache Manual billing, trouble ticket & sales order process Information was not available remotely

Steps to change

1. Get the “Advanced Onboarding”2. Embrace Approve & Post3. Automate Automate Automate (automate)4. Track Everything and Review Often5. Come to Community Live6. Stop whining like a big fat baby

Results

Grew from $1.1MM (2007) to $4.5MM (2012) in gross revenue

$100K/Month in MSP Revenue (from $0). Accountability has become predictability Growth is possible

The Results

Up and running on Autotask in 30 days. All communication is tracked in Autotask Configuration Items tracked (via Kaseya) All on the same page, accessing and updating

system, from anywhere. Kaseya Integration Completed during 2nd

quarter w/Autotask.

The Benefits

Effectively paperless operation Time from service ticket to billing was three weeks or

more, now is completed in minutes every Monday. Eliminated 20hrs per week for billing/tracking Added 5hrs per tech per week of tracked time. Translation?

5 hrs x 17 techs x 48 weeks per year Additional 4080 hours (per year) of tracked time! If only 10% of that became billable at $175/hr 4,080 x .10 x $175 = $71,400 of found money

(more $$$$)

E: [email protected]: clancyjr