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Building a Managed
Services Division
Presented By:
Mat Wolfgram
Agenda
• Getting Started
• Building Your Team
• Align with Your Partners
• Your Image
• Train Your Staff
• Examples
• Going forward….
GETTING STARTED
Building a Managed Services Division
Getting Started
• What do you know about Managed Services?
– Do you mean “Managed Network Services?”
– Do you mean “Managed IT Services?”
– Do you mean “IT Services?”
– Do you mean “Managed IT as a Service?”
– Do you mean “Virtual CIO?”
• Are you confused? We were….
Getting Started
• Is this business right for you?
“Everyone says, this is the way the
industry is going”
Investment – Time/Money
• What are your expectations?
• Outsource/Build?
• How soon do you want to be up and running?
• What is the budget you have allocated?
– Multiply it by three..
• How will you measure success?
BUILD YOUR STAFF
Building a Managed Services Division
Building Your Staff
• Who do you need?
• What roles do you consider?
Building Your Staff
Our Managed Services Org Chart
Director of IT
Lead
Engineer
SME
SME
Systems
Engineer
IT Tech
On Site
IT Tech
Project
Manager/
Sourcing
SME
Building Your Staff
• Be very specific on who you choose for each
role
• Use both inside and outside resources for
evaluations
• Look to create a “Win/Win” in the transition
period
• Hire for today and tomorrow
INFRASTRUCTURE
Building a Managed Services Division
Building Your Infrastructure
Measure and track
Build Out Processes
• Engagement Strategies
– Sales
– Customer
• Assessment Process
• Solution Design and Engineering
• Scope Development
• Sourcing
• Quote Process
– Internal
– External
• Follow Up and Changes
• Customer On Boarding
ALIGN WITH YOUR PARTNERS
Building a Managed Services Division
Align with Your Partners
• Investigate all the options
• Interview them
• Meet with more than just the sales person.
– Owner/Sales Director/Technical & Support Staff
• Talk to current partners
– Understand the after the “honeymoon”
– How do they handle live situations
– How has the issue resolution process worked
– Does it actually work?
Align with Your Partners
• Some of our partners…
YOUR IMAGE
Building a Managed Services Division
Your Image
MFP/MPS
COMPANY
MANAGED
SERVICES
COMPANY
OR
Your Image
Our old website….
Your Image
Our New website….
Your Image
• What about social media?
• How are you viewed in your market?
TRAINING
Building a Managed Services Division
Training Sales
• Who sells this stuff?
• Can your traditional sales staff do it?
• Who do you hire?
Training Sales
• Your current sales team are now your hunters
• Retrain on what to look for
• Embrace "TEAM” selling
– The best reps we have use their resources
• Check your ego’s at the door…
• They don’t need to control every aspect
• Account managers are the Quarterbacks
Training Sales
• Sales Tools…
GOING FORWARD
Building a Managed Services Division
Going Forward
• Reach out for advice
• Use the resources at ITEX and in the industry
• Be flexible
• Remain agile based on market
• Press on, it can be tough, but push forward!
Thank you!
Mat Wolfgram
mwolfgram@theotg.com
The Office Technology Group

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