Podcasts about autotask

In this episode of TubbTalk, Richard Tubb is joined by Andy O'Neil. Having started out in roles within various MSPs, he then went to work for Autotask. Today, he's leading the managed services function at Numata, a global MSP founded in South Africa.Andy talks through his experiences in MSPs and what is was like ‘crossing the divide' into the vendor space. He explains the cultural differences he's seen in the industry in differences, and what it's like in South Africa.Richard asks Andy about how the PSA market has evolved over the last decade and what's next, the wrong assumptions MSPs make about them, and how they can better leverage their PSA.They also discuss how MSPs can make a big impact with the tools they use as well as how to customise a PSA. Andy shares his advice on dealing with alert fatigue, and pitfalls to avoid with billing. He also talks about his new role at Numata.Mentioned in This EpisodeNumata ITIT Management software: ConnectWisePSA tool: HaloPSA/RMM platform: SuperOpsData backup platform: DattoIT and security platform: KaseyaIT and MSP Business Growth Expert: Ian LuckettHelping Ambitious MSPs to Scale to £1m: Stuart WarwickBusiness expert: Karl PalachukAccounting software: Xero

Gary Rayner, after 18 years in business and on the verge of reaching a seven-figure turnover, recognised the need to shift his approach to managing finances within his MSP. Initially, his in-house bookkeeper managed day-to-day invoicing and bookkeeping, a role that evolved from Gary himself to an ad-hoc helper, and finally, a dedicated in-house process. Despite his interest and involvement in finance, Gary realised that what got his MSP to its current level wouldn't be enough to propel it forward. The turning point came when his bookkeeper retired, and Gary temporarily resumed those duties, which highlighted areas where the business was not optimally billing or even missing billing entirely.  Gary's decision to bring in an interim CFO marked a pivotal moment in his MSP's journey. This CFO, although not from the IT sector, brought a fresh perspective and a wealth of financial expertise. Gary wisely chose someone outside the IT industry to avoid inherited bad habits and gain unbiased insights. This move highlights the importance of surrounding yourself with people smarter than you in specific areas to drive business growth.  The CFO's role was not just to manage day-to-day financial tasks but to establish robust processes and provide strategic financial oversight. Gary and his CFO worked on integrating various tools and systems, such as PAX 8 and Autotask, ensuring seamless data synchronisation with their accounting software, Xero. By leveraging Excel for detailed financial analysis, they could compare data from different sources, ensuring accuracy in billing and financial reporting.  One of the significant changes Gary experienced was the shift in focus from just net profit to a broader range of financial metrics, including EBITDA, adjusted net profit, gross profit, and cost per customer acquisition. This comprehensive approach provided a more detailed understanding of the MSPs financial health, enabling better strategic decisions.  Gary's journey illustrates the importance of having a structured process and the willingness to revisit and reassess financial management practices. The introduction of a CFO allowed Gary to step back from the detail and focus on strategic growth areas. Even though the CFO's tenure was short-term, the impact was profound, leading to the implementation of efficient processes that the team could manage independently in the interim.  The transformation also involved adopting forecasting tools like Fathom, which provided valuable insights into potential future scenarios. This capability allowed Gary to plan for various outcomes, ensuring the business could navigate challenges and capitalise on opportunities with confidence.  Gary's story is a testament to the power of financial literacy and proactive management in scaling an MSP. His experience highlights that understanding and controlling financial metrics is crucial for any MSP aiming for sustainable growth. By taking the necessary step to bring in external expertise, Gary positioned his business for continued success and stability.  Connect on LinkedIn HERE with Ian and also with Stuart by clicking this LINK  And when you're ready to take the next step in growing your MSP, come and take the Scale with Confidence MSP Mastery Quiz. In just three minutes, you'll get a 360-degree scan of your MSP and identify the one or two tactics that could help you find more time, engage & align your people and generate more leads.  OR   To join our amazing Facebook Group of over 400 MSPs where we are helping you Scale Up with Confidence, then click HERE  Until next time, look after yourself and I'll catch up with you soon! 

Welcome to Tate Talks This is the final episode of Season Seven and it was great to end it chatting to MSP legend and all round good egg, Christian Nagele. About Christian From my early career at PricewaterHouse Coopers, qualifying as a Chartered Accountant, I felt drawn to small, entrepreneurial businesses. This led me to found CentraStage in 2007, with the goal of delivering a simple, affordable cloud-based endpoint management technology.Driving a software start-up through a recession required an interesting blend of skills, determination and commitment, which resulted in CentraStage being acquired in 2014 by US-headquartered Autotask (backed by Vista Equity Partners). This heralded a wonderful opportunity to take our technology global, a journey which continued to accelerate following our merger with Datto in December 2017. Three more years of electric growth and we grew revenues 30x since acquisition, becoming the market leader in our sector. Datto IPO'd on the NYSE in November 2020. After 15 years building and growing CentraStage it was time for a new challenge, and after a year working with SenseOn, a UK Series A cybersecurity company, I am delighted to be joining forces again with former colleagues to help drive the UK tech success story that is 1E. Connect with Christian on LinkedIn ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠and check out the 1E website ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠ Music - https://www.purple-planet.com

Welcome to Tate Talks During this Tate Talks podcast I had a chat with international rugby player, James Bergl. Our paths have crossed many times over the years so it was really good to catch up, learn a bit more about James and what he's currently working on.It was also great to chat about our mutual friend, Pat McKay. We chatted about his career from N-Able. Autotask. Datto and Pax8. As he's in Australia we naturally chatted about barbecue and how MSPs can get distracted by things such as AI and the risks around it. Podcasts Mentioned Have a guess - ⁠The Diary Of A CEO with Steven Bartlett | No.1 Podcast⁠ About James Experienced Channel Sales Leader with a demonstrated history of working in the information technology industry, but specifically in the MSP & Reseller Channel across EMEA & APAC. Skilled in Leadership, Go-to-market, New Business Sales, Sales Coaching & Building Teams , Start-ups Connect with James on LinkedIn ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and check out the Bluebird website ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠ Music - https://www.purple-planet.com

Guest  Name: Chris Dix https://www.linkedin.com/in/thoughtpost/ Company: ChatStyle.ai https://chatstyle.ai/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoyl... Robb Rogers: https://www.linkedin.com/in/robb-roge... Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com Chris Dix is the founder of ChatStyle, a software company based in Charlotte, NC, that provides chat and automation solutions for MSPs and their customers. Chris has over 20 years of experience developing software and is a former Microsoft MVP. He is also an author and has spoken at conferences for Microsoft, O'Reilly, ConnectWise, and MSPGeekCon. 3:10 Chris gives an overview of how he started doing MSP. He is a software developer and this gives him the skill set needed in working for MSP. He also discusses what truly is his drive for joining MSP and the challenges he wanted to overcome.  5:15 Brian mentions that there are a lot of tools available in the market with a variety of functions, Chris pitched that his starting point was the lack of consistent communication channels for customers and tech team. 12:01 Chris starts talking about the AI function of the tool.  15:12 Robb asks about PSA integrations with the program. Chris answers ConnectWise and AutoTask to name a few. He also says implementation with Halo and Freshdesk is also ongoing. He also shares some plans they have for this year as well as some improvements, especially on CRM. 18:45 Before closing Robb asked Chris which app has more people, Slack or Teams. Chris explains his answer and shares what struggles and challenges they face to make their program work since these two applications have different focuses.

Show Website: https://mspbusinessschool.com/   Guest Name: Greg Sharp https://www.linkedin.com/in/greg-sharp-2598713/ Trevor Thoams – https://www.linkedin.com/in/trevor-thomas-yyc/ Company: ZenContract https://www.zencontract.com/   Hosts Brian Doyle: https://www.linkedin.com/in/briandoyl... Robb Rogers: https://www.linkedin.com/in/robb-roge... Tim McNeil: https://www.linkedin.com/in/timmcneil3/   Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com   Greg Sharp & Trevor Thomas – Contract Chaos No More    Greg Sharp, a CISSP-qualified IT security engineer, is the Managing Director of ZenContract, a company with team members in New Zealand, Australia, the Philippines, the United Kingdom, and Canada. With 30 years of experience in the IT industry, he has served on advisory boards for Datto, Autotask, Dropbox, Microsoft, and Cisco in the APAC region. Greg is currently on three MSP advisory boards and has been a director of multiple businesses. He built and sold three MSP businesses, including the latest one sold to a division of the New Zealand government for a record-breaking multiplier. This process and systems led to the creation of ZenContract, which allows MSPs to fully own contract and agreement management. Greg leads a dream team of specialists, forming a culture that automates and enhances MSP contract management for all MSPs.  6:45 – Brian stated that contract management is a key difficulty in MSPs because many contracts become open-ended at the contract point.  9:51 – Tim's focused on assisting MSPs in growing their sales departments and dealing with the complexity that comes from big clients. They've been talking with a client about how to get the service manager to work and get an accurate picture of their client base. The discussion attempts to assist clients in improving their sales departments and streamlining their contracts. 11:03 – Greg offered a glimpse of AOR over 12, 24, and 36 months, noting that their MSPs will be evaluated using a multiplier of contracted revenue. As they have contracted revenue for one to three years, this technique creates a sense of stability and assurance. The formula may be a combination of these criteria, offering a reliable assessment of the worth of their MSPs. 15:41 – Greg said that ConnectWise and Auto Task are currently quite well integrated with the system. They are now working on Halo, which will be released soon. The system incorporates price, work kinds, inventory, and other data at the client level. Because the solution does not play in CPQ distribution streams, they must include recurring monthly contracts. The PSA believes it is critical to bring this up for discussion. Halo is another price quoting tool, however, it is not specifically designed for managing recurring monthly revenue. 20:26 – Tim noted the ease with which account managers and VCIOs may access QBR, adding that it eliminates concerns regarding signature difficulties. He recalls incidents in the MSP world where a single signature caused problems. 21:38 – Greg mentioned that MSPs are also employing templates for project variation sign-offs, which allows them to deliver scope variations for signatures in the middle of a project. These templates are immediately saved in the PSA against opportunities or contracts, capturing all components of the solution negotiation process. This tool assists MSPs in managing project variances and ensuring the project negotiation process runs smoothly. 24:22 – Trevor expressed interest in working on the channel because he is familiar with several of the characters. He is looking forward to the pitching program and IT Nation Connect, which will focus on webinar strategies.  

Segment One: What are you up to? Host Amy B and Karl discuss the latest in flower power. --- Segment Two: Five Minutes with a Smart Person - Allen Edwards  Allen began his I.T. career in 1994 as an entry-level tech, climbing the ladder through positions such as network technologist and then division manager in just six years. He founded his first I.T. company in 2002, and in ten short years led the enterprise through a transition from break/fix to MSP, and from custom ticketing to AutoTask before moving to ConnectWise Manage. Allen started Eureka Process with a view to benefiting their clients through immersion in their daily process and activity. Allen brings his breadth of technical and leadership knowledge to the table, along with proven leadership implementation skills to guide his clients and their teams through fostering the development of the hard and soft skills that make success inevitable. Allen is strict about Eureka's mandate, always add value first, whether that means working with C-level executives to elevate their leadership game or getting hands-on with front-line techs or the sales team. A sought-after MSP expert, he aims to offer his clients a sense of relief from the demand and complexity of running a successful MSP. Allen wants to reinvigorate teams with enthusiasm and a sense of possibility while building meaningful, growth-centered relationships that support next-level performance. With a passion for adventure, Allen fills his spare time nurturing any one of his varied interests. From scuba diving to snow skiing, acro-yoga and travel – he looks to take in all this world has to offer. https://eurekaprocess.com/about/ --- Segment Three: MSP Question of the week and Notes on the News  Q: Do we have too few ports on new laptops? Is AI really going to kill us all? Why is there a move by AI-creators to scare everyone? Is it the end of work? Resources and Links: https://nsitsp.org/join/ Kernan Mastermind LIVE Event - Denver June 29-30th LINK TO REGISTER: http://bit.ly/kernanmastermind CompTIA Free registration - August 1-3  Use code SBSmallBizThoughts23 Link: https://i.snoball.it/p/3igU/l   Sponsor Memo: SBT Tech Community This podcast is sponsored by the Small Biz Thoughts Technology Community.  Check us out at https://smallbizthoughts.org Forms, templates, and checklists are just the start.  Our Community includes ALL of the best-selling books on managed services in all available formats, plus free training, members-only programs, and the best business training available to managed service providers anywhere. Plus, we have weekly live members-only Zoom calls.  The average member saves more than 200% of their membership cost each year.  We are totally dedicated to YOUR success.  Just because you're in business for yourself doesn't mean you have to go it alone. Join us today at https://smallbizthoughts.org  

Tate Talks with…. Matt Takhar, Pia I enjoyed chatting to my friend and ex-colleague Matt Takhar about his career and his unusual hobbies.. I learned a bit about parrots too.. About Matt Matt's worked within technology for over 23 years. He originally started his career as a Technical Engineer, then moved into software development, business consultancy and management whilst working for a large MSP on the south coast of the UK. He has since moved into the technology channel working for Autotask, Datto and Inbay and has also covered roles in MSP consultancy, Product Director, Director of Sales Engineering & Partner Success and more recently CEO. This experience has allowed Matt to develop a well-rounded and informed view of how pia can help our Partners. Background & Expertise 23 years IT experience 8 years working for Taylor Made Computer Solutions (MSP) 4 years working for Autotask / Datto 7 years working in the channel Strong operational background You can connect with Matt on LinkedIn at https://www.linkedin.com/in/matttakhar/ Pia - https://pia.ai Matt spoke about : Maui the Macaw - Instagram - OVER 18,000 FOLLOWERS Book - Start with Why by Simon Sinkek Bool - Traction by Gino Wickman

Topic 1: U.S. workers have gotten way less productive.  https://www.washingtonpost.com/business/2022/10/31/productivity-down-employers-worried-recession/ No one is sure why. So we get to make up reasons!  Can this be attributed to the Quiet Quitting Phenomon? Maybe. But maybe not. (Again, we get to come up with our own theories today.) Perhaps, complexity is the enemy of productivity; thus, remote working might not give our brains enough buffering time between each tasks than say walking from the meeting hall to your cubicle would. Also, as we settle into a sort of kind not really post-pandemic world, we can surmise that the line between our work lives and home lives has become less muddled. And maybe, just maybe, this means we aren't being less productive, rather we are setting healthy work to home boundaries at the expense of a project deadline...Again, just speculating.    Topic 2: Spending for Cloud Computing in 2023 is Forecast to Grow … a Lot! https://siliconangle.com/2022/10/31/gartner-spending-public-cloud-services-will-exceed-591b-2023/ In a slight surprise, and a noticeable change of tone, Gartner forecasts that spending on cloud computing – across all 6 categories they include in the segment – will rise in 2023. Just because spending is down in some categories doesn't mean it will be down in all categories. SaaS / PaaS / IaaS / DaaS / CMaaS / BPaaS. So many awkward acronyms! Topic 3: US Banks spent over $1 Billion on Ransomware in 2021 ...that they reported! https://www.techradar.com/news/us-banks-processed-over-dollar1-billion-in-ransomware-payments-last-year  Time to head into the cloud of uncertainty!  Sponsor Memo: TimeZest  Does coordinating meetings and help desk calls frustrate you and your clients?  Wouldn't it be easier if you could automate this process and it integrated with ConnectWise Manage or Autotask?    TimeZest is schedulig automation that gives you control of your schedule and removes the frustration of calendar ping pong.  As the only solution specifically designed for MSPs, it integrates with your PSA to schedule appointments right in your workflow.  And the best part? You can try it for free. Visit https://timezest.com  to try it out today.  

In this episode, Richard talks to Shabad Chawla, the founder of London-based MSP techsapiens. Its managed service framework is based on the UK's Cyber Essentials scheme and other relevant industry standards. This allows Shabad to offer a profitable niche service. Shabad tells Richard about the tech stack they use in techsapiens, how they use the Keepabl solution and their relationship with the team there. He also explains why he believes GDPR is an opportunity for MSPs. They also discuss how MSPs can find the best vendor partners to work with and why techsapiens focuses on helping clients with Cyber Essentials accreditation. Plus, Shabad shares the best and worst things about running an MSP, what he gets from MSP peer communities, and how he sees the future of the industry. Mentioned in This Episode https://www.datto.com/uk/products/autotask-psa/ (Autotask) from Datto/Kaseya Sales platform: https://www.tubblog.co.uk/zomentum-revenue-platform/ (Zomentum) Documentation: https://www.itglue.com/ (IT Glue) GDPR compliance training: https://www.tubblog.co.uk/keepabl/ (Keepabl) Cybersecurity: https://cybersmart.co.uk/ (CyberSmart) UK government cybersecurity scheme: https://www.ncsc.gov.uk/cyberessentials/overview (Cyber Essentials) Video hosting and sharing: https://vimeo.com/ (Vimeo) Create step by step guides: https://www.tango.us/ (Tango) Create step by step guides: https://scribehow.com/ (Scribe) Create step by step guides: https://www.techsmith.com/screen-capture.html (Snagit) https://www.tubblog.co.uk/techtribe/ (The Tech Tribe) Discord channel: https://mspsinthe.uk/ (MSPs in the UK) MSP Geek https://join.mspgeek.com/ (Slack channel) AI tech support: https://www.moveworks.com/ (Moveworks) MSP admin portal: https://docs.microsoft.com/en-us/microsoft-365/lighthouse/m365-lighthouse-overview?view=o365-worldwide (Microsoft Lighthouse) M365 monitoring: https://mspeasytools.co.uk/ (MSP Easy Tools)

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode, Chris and Rayanne welcome Daniel Johnson and Nathan Taylor from machineLOGIC as they explain their proactive approach in navigating the upcoming changes with Microsoft. machineLOGIC is a Microsoft Gold Partner and has been recognized as one of the top performing and innovative Managed Service Providers in the world according to industry publications such as Channel Futures, CRN Magazine, and Inc 5000's Fastest Growing Companies in America. Episode links and resources: Microsoft Partner Network: http://aka.ms/nceincsp T-Minus 365 Blog for MSPs: https://tminus365.com/ Nathan Taylor: https://www.linkedin.com/in/nathantaylorit/ Daniel Johnson: https://www.linkedin.com/in/machinelogic/ machineLOGIC blog: https://news.machinelogic.com/blog

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode, Chris and Rayanne spend some time strategizing how best to manage possible billing processes using the PSA tool with hopes to address the Microsoft subscription changes coming in March. Tune in on Wednesday for a special mid-week release as we introduce the first special guests of the new MSP series.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode, Chris and Rayanne introduce their newest series, where they will be interviewing MSPs in all different stages of growth and how they decided or are in the process of deciding which PSA is best for their business. This episode lays the foundation for the upcoming series and provides insight on how a new business can approach finding the PSA that is right for them.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode Chris and Rayanne talk about using the work list in Autotask. They discuss what it is, how they personally use it, and provide some tips and tricks to optimize this feature in the Autotask PSA.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode, Chris and Rayanne discuss the various reports and reporting that can (and can't) be done out of Autotask.    

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode, Chris and Rayanne go over some the new and exciting features from the most recent Autotask upgrade.  

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode, Chris and Rayanne review the Autotask Documentation Manager. Chris and Rayanne discuss what it is, how to activate it in your own Autotask, and how is this feature is a useful tool for your MSP.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode Chris and Rayanne take a deep dive into the importance of security, along with some of their personal tips and tricks to keep your PSA and other tools secure

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode Chris and Rayanne focus on projects in Autotask. They explore tasks, phases, and milestones, along with tips and tricks for optimizing its functionality.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode Chris and Rayanne speak with Jeff Bogaerts and Patrick van Beek of Goolash. The team at Goolash are on a mission to maximize profits for IT service providers worldwide with a carefree automated billing integration between all major vendors and Autotask PSA. To learn more, visit www.goolash.eu.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net.   In this episode, Chris and Rayanne welcome Ryan Goodman. Ryan is the president and co-founder of ConnectBooster. ConnectBooster is an award-winning payment automation platform for MSPs that help to make payments effortless. You can learn more about Ryan and ConnectBooster by visiting www.connectbooster.com.  

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net.   In this episode, Chris and Rayanne discuss the setup, features, and give advice on how your clients' can best use the Autotask customer portal.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net.   In this episode, Chris and Rayanne discuss best use and optimization of ticket categories and speed codes (also known as form templates).

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode, Chris and Rayanne discuss the importance and utility of using queues in Autotask to optimize workflow and delegation of tasks.  

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at https://www.psaimpact.net. In this episode, Chris and Rayanne welcome Roupen Egulian. Roupen is the founder and CEO of Cloud Depot. Cloud Depot provides Autotask to Xero integration using My Accounting Toolbox, recurring payment services through Cloud Depot RPS, as well as providing clients with custom Autotask integrations. Cloud Depot has clients in 20 countries and syncs over 3000 invoices per day! You can find more about Cloud Depot and Roupen at https://www.clouddepot.com.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at psaimpact.net.  In this episode, Chris and Rayanne welcome Jason Kemsley, Director of Uptime Solutions, an outsourced helpdesk, NOC, and SOC provider. Jason explains how Uptime delivers affordable white label IT services and solutions to MSPs around the world. Visit Uptime at uptimesolutions.tech, or reach out to Jason directly at jasonk@uptimesolutions.tech or on LinkedIn.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at psaimpact.net. In this episode, Chris and Rayanne continue the Autotask Implementation Series, discussing service desk and, more specifically, queues, and how they are set up and best utilized.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at psaimpact.net. In this episode, Chris and Rayanne summarize where they’ve been, and where they’re going as the Autotask Implementation Series continues.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at psaimpact.net. In this episode, Rayanne and Chris discuss contracts in Autotask, the different types of contracts, and how and when to use them.

Rayanne Buchianico, Owner of ABC Solutions LLC, Autotask Consultant, and podcaster shares recommendations on PSA configuration and best practices with Ryan Goodman. From quoting and accounting tools to other critical platforms for running MSP businesses, the IT services expert and CPA emphasizes the value of configuring these key integrations and implementing effective workflow. Is your PSA holding you back? How could more automation benefit your operational efficiencies and bottom line? Check out this episode of Confessions of an IT Business Owner for the answers.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Visit us at psaimpact.net. In this episode, Rayanne and Chris wrap up the CRM package by discussing setting up sales quotas, tracking commissions, and utilizing opportunity categories and speed codes.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Nigel Moore, founder of The Tech Tribe, joins Rayanne and Chris for a discussion about PSA, RMM, making smart decisions, and focusing on business growth and effective service delivery.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Rayanne and Chris continue exploring the CRM package, including opportunities versus quotes, quoting tools, and the Outlook plugin.

Rayanne Buchianico, Owner of ABC Solutions is a well-known and well-respected financial voice in the MSP community. She runs an accounting firm with a national footprint that supports many IT services firms and she also provides Autotask consulting to MSPs.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Chris and Rayanne discuss CRM, Sales, Opportunities, and Quoting, and how the CRM package is the beginning of the sales process and the entire customer experience.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Rayanne and Chris discuss options in creating and editing customers and contacts in Autotask, and the differences between them.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Chris and Rayanne discuss products and services, as well as inventory versus configuration items as they begin to wrap up back-end processes before moving on to CRM.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Chris and Rayanne discuss creating users, security levels, labor burden rates, departments, and approvers as they continue their deep-dive into implementing Autotask.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Chris and Rayanne discuss statuses and queues in Autotask, how they function, the differences between the two, and common mistakes.

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Rayanne and Chris discuss work types and roles in Autotask, the differences between the two, the approach to setting them up, and how they function.

Karl caught up with Chris Timm from Sondela Consulting. Chris has a long history in the SMB IT community. He is a former MSP owner and spent a few years at Autotask. Today Chris is a coach and thought leader around making the most of your PSA. He runs a podcast with Rayanne Buchianico at http://psaimpact.net/. Check it out! But our focus here is Chris's new book! PSA Profitability is available on Amazon and Kindle. The Amazon.com link is https://www.amazon.com/gp/product/1838111301/. Here Tim gives us some great advice about picking the right PSA for your business. Like many software packages, the right tool for one company is not the right tool for all companies. A good PSA with be customizable for your procedures and processes. Chris is a huge advocate of tracking all time in the PSA. But, at the same time, he says that you shouldn't buy a PSA if all you need is a ticketing system. If you need a ticketing system, go buy one. A PSA is a much bigger-picture tool. Yes, it includes a ticketing module. But it's a lot more than that. Overall, a great conversation. Related Links: - Web: www.sondelaconsulting.com - Podcast: psaimpact.net - Book: www.psaprofitability.com :-)  

PSA Impact is a podcast series hosted by Chris Timm and Rayanne Buchianico. The series is PSA independent and is designed to help MSPs worldwide get the most from their PSA tool and to manage their business. Get your questions answered by the experts and learn how to maximise profitability and increase efficiency in your MSP. In this episode, Chris and Rayanne introduce their new Autotask Implementation Series, which will consist of a number of episodes dedicated to taking the user from beginning to end in implementing and utilizing their PSA effectively.

In this episode, Richard talks to Andrew Wallace, Managing Director and Chief Product Officer of SmileBack, a customer satisfaction platform for managed service providers and rated the number one integration on ConnectWise.  They talk about how SmileBack’s offerings have evolved since Andrew came on board, how the tool’s simple rating system increases customer engagement, and how MSPs can use the data it produces to make positive changes in their business.  They also talk about supporting staff and customers during times of uncertainty, who’s inspired Andrew in business, and dig into what exactly CSAT and NPS are, and why they matter.  Richard and Andrew mentioned the following companies during their conversation:  ConnectWise (http://www.connectwise.com) Autotask (http://www.autotask.com) Zendesk (https://www.zendesk.co.uk/) Slack (https://slack.com) Zapier (https://zapier.com) Brightgauge (http://www.brightgauge.com) Freshdesk (https://freshdesk.com/) Captain’s Chair (https://captainschairit.com/) Remote Connect (https://blog.smileback.com/remoteconnect/) virtual conference Miro (https://miro.com/) The Art of Learning (https://www.amazon.co.uk/Art-Learning-Journey-Optimal-Performance/dp/0743277465/ref=sr_1_1?dchild=1&keywords=the+art+of+learning&qid=1602750051&s=books&sr=1-1) by Josh Waitzkin You can find out more about SmileBack on their website: andrew@smileback.com (mailto:andrew@smileback.com). He loves to talk about all things SmileBack.

This is a webinar which Rayanne and Chris  as a Pre Cursor to Rayanne's topic on MSP Profitability at the Acronis Global Cyber Summit 2020.   

In this week's episode It's the One Trillion Dollar question... which is the best PSA? The right PSA, set-up in the right way, can make you more efficient and increase your profits... but how do you choose a PSA in the first place? On this week's show Paul is joined by a PSA expert to help guide you Paul's also going to be looking at the two most important elements of your website; traffic and conversion. You can't rely on just one or the other. You need both. So Paul details how you can make them work hand in hand. Plus in this week's show there's a brilliant book suggestion about improving sales techniques. And Paul has got some great suggestions for dealing with sales objections Show notes Out every Tuesday on your favourite podcast platform Presented by Paul Green, an MSP marketing expert In talking about ways to increase website conversions, Paul mentioned the services calendly.com hotjar.com Google Optimize Check out the free marketing resources at paulgreensmspmarketing.com/resources Paul's special guest was Chris Timm 'the PSA guy' from Sondela Consulting and author of PSA Profitability. Whilst talking about available PSAs, he listed ConnectWise, Autotask, Tigerpaw, Syncro, Atera, Bluetrait & Halopsa Many thanks to Jennifer Bleam from MSP Sales Revolution for recommending the book Gap Selling by Keenan Please recommend a book you think will inspire other MSPs here paulgreensmspmarketing.com/podcastbooks Paul's special guest on October 6th will be JB Fowler from Domotz talking about how to sell even more to your current clients Please send any questions, ideally in audio-form (or any other feedback) to

In today's episode we learn how some of the country’s leading Universities are approaching IT security for this new remote learning and working environment.About the challenges leading universities faced in the shift to remote learning and workingThe key cybersecurity concerns that are emerging as a result of the move to remoteWhat’s needed to keep students, staff, data and network secure in a remote worldMEET THE PANELJonathan Monk, Director of IT, University of DundeeRecently Jonathan has been focussed on realigning and improving both the IT delivery and digital core across the University including a significant restructure of service delivery, built on customer empathy and significant infrastructure modernisation. He is currently engaged in partnering with colleagues on an ambitious Digital Transformation programme.  Ceri DaviesHaving graduated from Cardiff University, in 2005 he returned to as the role Assistant Director of IT and Enterprise Architecture, with responsibility for the Business Analysis, IT & Enterprise Architecture and Technical Programme Management functions. Ceri is also a member of the University Senate, the governing body for academic matters.Roger Harry, CEO, Circle ITRoger has led the Cardiff headquartered business through huge growth to become one the largest IT projects and services suppliers in Wales. Seen as a thought leader and industry expert Roger has presented all over the world and can regularly be found presenting for companies including Dell EMC, Autotask and Datto.Dmitriy AyrapetovDmitriy is the Vice President of Platform Architecture at SonicWall. As a cybersecurity expert, he speaks at industry conferences including, RSA, Gartner Security Summit, Dell World and is a regular presence at SonicWall’s annual partner conferences. Dmitriy holds an MBA from the Haas School of Business at U.C. Berkeley and a BA in Cognitive Science at UC Berkeley.

In this episode, Richard talks to Bradley Munday and Jason Kemsley, Managing Director and Technical Director for Uptime Solutions, a NOC, SOC and helpdesk provider based in the UK and New Zealand.  They talk about how Uptime Solutions moved from being an MSP and into focusing on their three core offerings, who their typical clients are and how the company works.  They also discuss objection handling, Uptime’s commitment to security and how their services can be customisable. They look at how their white-label services compare to a full-time technician, and their pod system for helpdesk support. Richard, Brad and Jason mentioned the following during their conversation:  Autotask (http://www.autotask.com/) ConnectWise (http://www.connectwise.com/) Atera (http://www.atera.com/) Datto (https://www.datto.com/) Author Mark Copeman and his books MSP Secrets Revealed (https://www.amazon.co.uk/MSP-Secrets-Revealed-inspiration-practical/dp/B0875Z2JLF/ref=sr_1_1?crid=1GZXM074G9TB6&dchild=1&keywords=mark+copeman&qid=1596290670&sprefix=mark+copeman%2Caps%2C184&sr=8-1) The Tech Tribe (https://go.thetechtribe.com/) You can find out more about Uptime on one of their websites: www.uptimesolutions.co.uk (http://www.uptimesolutions.co.uk), or email: partners@uptimesolutions.tech or partners@uptimesolutions.co.uk.

Karl sat down with Chris Timm of Sondela Consulting and Autotask PSA consultant. Listen in as they dive into the roll of PSAs in your Managed Services business, setting up Autotask for success, and the importance of tracking time.   Chris started Sondela Consulting to focus on his passion for working with MSPs to help them become more successful and more efficient by understanding and utilising their tools more effectively. Sondela is a Zulu word for “Advance” which is a nod to Chris’s Southern African roots and is an apt name with his number one goal being to help MSPs gain a deeper understanding of their investment and realise profitability much quicker. The 14 years of experience Chris gained through previously running an MSP business combined with working at Autotask has given him greater insight and understanding into both sides of the industry and how a PSA tool can provide efficiencies and profitability when implemented properly. Chris can take you from zero to hero with your PSA tool, using it to its full potential, and maximising every aspect of your business to ensure that every department is working in harmony. In a nutshell, Chris’s passion is to turn your MSP into a “well-oiled” machine. Chris co-hosts the PSAImpact podcast, a PSA independent series designed to help MSPs worldwide to get the most from their PSA tool and manage their business. Social media links are: Twitter @tegwin @sondelaconsult Facebook @sondelaconsulting Instagram @sondelaconsulting https://www.sondelaconsulting.com/ chris@sondelaconsulting.com PSAImpact: http://psaimpact.net/ Twitter: @PsaImpact Facebook: https://www.facebook.com/groups/PSAImpact/

Today we continue with our series of episodes on partner programs and how marketing automation is handling the scale of channel programs for thousands of software companies globally. Read the full article and notes >>> Forrester predicts the through-channel software market to grow to $1.18 billion by 2023. This market includes 10s of thousands of digital agencies realizing $2B in service revenue by that year. So I invited Mr. Jay McBain from Forrester.com to join me in unpacking the topic of “Through-Channel Marketing Automation.” If you haven't run across Jay, I'd wonder how - he is one of the most visible thought leaders in the global technology channel. Named to the Top 40 Under Forty by the Business Review, he is often sought out for industry guidance and future trends. He has spent his 24-year career in various executive channel sales, marketing, and strategy roles within IBM, Lenovo, Autotask, and ChannelEyes. Jay is the principal analyst for global channels at Forrester - one of the most influential global research and advisory firms in the world. In this discussion, Jay and I review: The third stage of growth for software companies. One vs two-tier channel partner programs. The partner relations and marketing automation management software stack. How to determine your IPP (ideal partner persona). The 6 phases to partner program development, Then we wrap up by giving some actionable advice to those about to launch or scale their partnership programs. Links https://go.forrester.com/blogs/channel-software-tech-stack-2019-infographic/ https://go.forrester.com/blogs/through-channel-marketing-represents-the-third-stage-for-sales-and-marketing-leaders/ Jmcbain - Twitter Jaymcbain - LinkedIn Jmcbain@forrester.com --- Support this podcast: https://anchor.fm/marketing-automation/support

Carolyn and Seth talk through various pros and cons of telecommuting, looking at how companies must balance the culture they want with the flexibility employees want. Then they talk about the recent merger between Datto and Autotask, which reflects some of the changes happening in the IT channel and the IT function.