design desk - s3.amazonaws.com · questions copyright 2011 trumethods, llc . title: becoming...
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Copyright 2011 TruMethods, LLC
Design Desk
FormulaWon Focus on Success
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Schnizzfest 2011
Copyright 2011 TruMethods, LLC
Go to facebook.com/trumethods to see the rest
www.trumethods.com
Schnizzfest 2011
Copyright 2011 TruMethods, LLC
Go to facebook.com/trumethods to see the rest
www.trumethods.com
Copyright 2011 TruMethods, LLC
• House Keeping
– Sound: VoIP or Telephone (Audio Pin #)
– Type questions or raise your hand to speak
– All past webinars are posted in the Members area
– Next Webinar:
• Thursday July 14th at 2:00PM Eastern
• Topic: Virtual Sales Meeting
– When you're Schnizzin go to Schnizz corner!
members.trumethods.com/schnizz
Focus on Success
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• Organize around the
4 blocks
• Design desk is
between vCIO &
Project
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Centralized Services
Network Administration
vCIO Reactive Support
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What is Design Desk
Design Desk is the process by which you
research a solution, it’s impact on the client’s
business, the required materials and the time in
which it will take to complete the
implementation.
Copyright 2011 TruMethods, LLC
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Why?
• Your clients need to have changes made to
their technology over time
• You need to plan for and implement those
changes
• This function impacts your leverage
• This is about “your company way”
Copyright 2011 TruMethods, LLC
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Why isn’t it the…?
• …Sales person’s job
• …vCIO’s job
• …Engineer’s job
Copyright 2011 TruMethods, LLC
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Design Desk Function
• Work with the technical teams
– Research solutions
– How much time?
– Which equipment / software / service?
– Will it meet technical goals?
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• Work with the vCIO
– Understanding the business case
– Identifying the key areas of need
– Prioritization & Deadlines
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Design Desk Function
• Project Proposals
– Detailed steps
– Time required
– Equipment / Software / Services required
– Resources required
• Miscellaneous Stuff
– PC / Laptop / Tablet
– Printers
– Desktop Software
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Design Desk Function
• Ordering
– Distributor relationships
– Hardware
– Software
– Licensing / Maintenance Renewals
– Inventory Management
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Design Desk Function
• Key Vendor Relationships
– Product training for technical staff
– Information on new hardware / software
– Single point of contact for outside vendors
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Tools
• PSA / CRM
• Quoting Tool
– Quosal
– QuoteWerks
– Others
• Asset Management
Copyright 2011 TruMethods, LLC
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Keys
• Organizational skills over technical skills
• Separating Projects from Miscellaneous
• Report to the vCIO
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Common Mistakes
• No one is doing design desk
• If someone is doing it, there is no process
• The wrong people are doing design desk
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Where to start?
• Recognize this as a function
• Build the process
• Get organized
• Use tools!
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Questions
Copyright 2011 TruMethods, LLC