Clean Data and MSPCFO Reporting Insights Elevate Vegas-based Agilitec IT Profits
EMPLOYEES
20
FOUNDED
2007
ANNUAL REVENUES
$4.5 million
EMPLOYEES
20
FOUNDED
2007
ANNUAL REVENUES
$4.5 million
Agilitec IT
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Like many managed service providers just starting out, Agilitec IT CEO, Allan Jocson wore many hats. Among his least favorite was his role as finance director. He used Quickbooks to make sure the bills were paid and showed a profit at the end of each quarter. “But I was still a technical owner – I think most MSP founders start from a technical side – and I knew that much more than how to run a business,” Allan said. Agilitec IT had less than 10 employees, and he wanted to focus on assisting clients rather than counting beans.
He needed a system that could point him to the right type of client and show him how to make unprofitable fixed-fee agreements start pulling their own weight.
Agilitec IT’s Challenges Prior to Using MSPCFO
- Complex data exports for analyzing ConnectWise data
- Imprecise data and miscalculated reports led to faulty forecasting and strategies
- Lack of granular understanding of where to focus to improve profits
Like many managed service providers just starting out, Agilitec IT CEO, Allan Jocson wore many hats. Among his least favorite was his role as finance director. He used Quickbooks to make sure the bills were paid and showed a profit at the end of each quarter. “But I was still a technical owner – I think most MSP founders start from a technical side – and I knew that much more than how to run a business,” Allan said. Agilitec IT had less than 10 employees, and he wanted to focus on assisting clients rather than counting beans.
He needed a system that could point him to the right type of client and show him how to make unprofitable fixed-fee agreements start pulling their own weight.
Agilitec IT’s Challenges Prior to Using MSPCFO
- Complex data exports for analyzing ConnectWise data
- Imprecise data and miscalculated reports led to faulty forecasting and strategies
- Lack of granular understanding of where to focus to improve profits
Like many managed service providers just starting out, Agilitec IT CEO, Allan Jocson wore many hats. Among his least favorite was his role as finance director. He used Quickbooks to make sure the bills were paid and showed a profit at the end of each quarter. “But I was still a technical owner – I think most MSP founders start from a technical side – and I knew that much more than how to run a business,” Allan said. Agilitec IT had less than 10 employees, and he wanted to focus on assisting clients rather than counting beans.
He needed a system that could point him to the right type of client and show him how to make unprofitable fixed-fee agreements start pulling their own weight.
Agilitec IT’s Challenges Prior to Using MSPCFO
- Complex data exports for analyzing ConnectWise data
- Imprecise data and miscalculated reports led to faulty forecasting and strategies
- Lack of granular understanding of where to focus to improve profits
Agilitec IT Gains Efficiencies and Precision from MSPCFO’s Real-Time Report Insights
80% Less Repetitive
Setup Work
80% less time spent on new-user setups thanks to resolving documentation issues MSPCFO uncovered
Greater Executive Focus on Profitability
Greater executive focus on individual client and agreement profitability
On-Demand
Analytics
Technician access to “self-serve” reports for data precision and real-time analysis
As Agilitec IT matured, it went through a few growing pains. Allan depended on MSPCFO to help him align his business goals of being a customer service leader and taking the right steps to make every fixed fee / MRR contract more profitable. A switch from ConnectWise to Autotask complicated matters and removed Agilitec’s lifeline until MSPCFO perfected its software and services to support the new PSA platform.
Now, the company employs a data scientist in the role of controller. With a full-time employee examining every nuance of the data MSPCFO highlights, Agilitec IT’s decision-makers receive focused reports specifically targeting profitability and efficiency.
“With MSPCFO, we are able to determine on a day-to-day basis rather than just every once in a while how profitable our technology budgeting consultation and management services are for each client,” Allan explained.
- Reports that can be generated in minutes, not hours
- Granular, actionable insights that drive strategies based on data, not gut instinct
- Swift identification of bottom quintile clients and easy analysis of how to elevate them
- Strategic alignment to provide clients value from managed technology budgeting, adoption, and integration
As Agilitec IT matured, it went through a few growing pains. Allan depended on MSPCFO to help him align his business goals of being a customer service leader and taking the right steps to make every fixed fee / MRR contract more profitable. A switch from ConnectWise to Autotask complicated matters and removed Agilitec’s lifeline until MSPCFO perfected its software and services to support the new PSA platform.
Now, the company employs a data scientist in the role of controller. With a full-time employee examining every nuance of the data MSPCFO highlights, Agilitec IT’s decision-makers receive focused reports specifically targeting profitability and efficiency.
“With MSPCFO, we are able to determine on a day-to-day basis rather than just every once in a while how profitable our technology budgeting consultation and management services are for each client,” Allan explained.
- Reports that can be generated in minutes, not hours
- Granular, actionable insights that drive strategies based on data, not gut instinct
- Swift identification of bottom quintile clients and easy analysis of how to elevate them
- Strategic alignment to provide clients value from managed technology budgeting, adoption, and integration
As Agilitec IT matured, it went through a few growing pains. Allan depended on MSPCFO to help him align his business goals of being a customer service leader and taking the right steps to make every fixed fee / MRR contract more profitable. A switch from ConnectWise to Autotask complicated matters and removed Agilitec’s lifeline until MSPCFO perfected its software and services to support the new PSA platform.
Now, the company employs a data scientist in the role of controller. With a full-time employee examining every nuance of the data MSPCFO highlights, Agilitec IT’s decision-makers receive focused reports specifically targeting profitability and efficiency.
“With MSPCFO, we are able to determine on a day-to-day basis rather than just every once in a while how profitable our technology budgeting consultation and management services are for each client,” Allan explained.
- Reports that can be generated in minutes, not hours
- Granular, actionable insights that drive strategies based on data, not gut instinct
- Swift identification of bottom quintile clients and easy analysis of how to elevate them
- Strategic alignment to provide clients value from managed technology budgeting, adoption, and integration
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2021
Launch of the Autotask Integration
