Using Autotask to Manage
Profitability
Bruce Penson - Pro Drive IT
Service efficiency – Data Entry
Service efficiency – reporting
Service efficiency – Analysis

IDENTIFY
TRENDS

ANALYSE

IMPROVEMENT
PLAN
Pro Drive example – recurring services
Pro Drive example – professional services
80%
60%
40%
20%
0%
-20%

Project 1 Project 2 Project 3 Project 4 Project 5 Proje...
Pro Drive example – professional services
Results
Measured results
 40% reduction in time on managed service contracts
 Consistent profitability on fixed price co...
Certified Consulting Partner

Live Report writing
Automation

Training
Integration

Implementation
Business process

Bruce...
Using Autotask to Manage Profitability
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Using Autotask to Manage Profitability

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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]

Published in: Business, Technology
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Using Autotask to Manage Profitability

  1. 1. Using Autotask to Manage Profitability Bruce Penson - Pro Drive IT
  2. 2. Service efficiency – Data Entry
  3. 3. Service efficiency – reporting
  4. 4. Service efficiency – Analysis IDENTIFY TRENDS ANALYSE IMPROVEMENT PLAN
  5. 5. Pro Drive example – recurring services
  6. 6. Pro Drive example – professional services 80% 60% 40% 20% 0% -20% Project 1 Project 2 Project 3 Project 4 Project 5 Project 6 Project 7 Project 8 Project 9 Project 10 -40% -60% -80% -100% PS only profit % All in profit % Target profit % Project 11 Project 12 Project 13
  7. 7. Pro Drive example – professional services
  8. 8. Results Measured results  40% reduction in time on managed service contracts  Consistent profitability on fixed price contracts  Improved client satisfaction
  9. 9. Certified Consulting Partner Live Report writing Automation Training Integration Implementation Business process Bruce Penson bruce.penson@prodriveit.co.uk

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