using autotask to manage profitability
DESCRIPTION
In this session we'll discuss how to use Autotask to manage your projects using best-practice methodologies. We'll discuss business practices and the bits and bytes of using Autotask to make your project experience efficient, consistent, repeatable and measurable. And, we will go beyond the use of Autotask to the bigger picture challenges that all MSPs face when managing projects! [Presenters: Richard Tubb, Tubblog & Bruce Penson, Pro Drive IT]TRANSCRIPT
Using Autotask to Manage Profitability
Bruce Penson - Pro Drive IT
Service efficiency – Data Entry
Service efficiency – reporting
Service efficiency – Analysis
IDENTIFYTRENDS
ANALYSE IMPROVEMENTPLAN
Pro Drive example – recurring services
Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13
Break Even Hours Target Hours Actual Hours
Hours
Pro Drive example – recurring services
Pro Drive example – professional services
Project 1 Project 2 Project 3 Project 4 Project 5 Project 6 Project 7 Project 8 Project 9 Project 10
Project 11
Project 12
Project 13
-100%
-80%
-60%
-40%
-20%
0%
20%
40%
60%
80%
PS only profit % All in profit % Target profit %
Pro Drive example – professional services
Results
Measured results
40% reduction in time on managed service contracts Consistent profitability on fixed price contracts Improved client satisfaction
Certified Consulting Partner
Bruce Penson - [email protected]
Live Report writing
Training Automation
Business process
ImplementationIntegration