Partner Face to Face

1
Partner Face to Face

• April 11-12, 2006
• Ameristar Holiday Inn
• Council Bluffs, Ia

2
Welcome to HTGs Fall Meeting

• Absent - Applied Tech
• HTG Purpose
• Sharing of best practice ideas
• Partnering
• Regional footprint

3
Agenda Day One

• 800 815 Coffee and Donuts
• 815 - 830 Welcome and Intro to HTG
• 830 1000 Company Updates, Goal and
  Financial Review
• 1000 1030 What is in your numbers?
• 1030 1045 Break
• 1045 1200 What is in your employee handbook?
• 1200 130 Lunch and Learn with NEC
• 130 330 Managing your service team
• 330 345 Break
• 345 445 Growth
• 445 500 Discuss opportunities
• 500 600 Check in and Freshen Up
• 600 645 Travel to the Technofarm
• 700 900 Food, Fun and GPS

4
Goal review
ACES 1) Increase managed services to 20,000 per
month. 2) Close LSB for 20K 3) Meet sales
manager proforma.
5
Goal review

• Catalyst
• Do SWOT
• Run Fintel and Evaluate
• Nominate candidates for MS Beta

6
Goals

• CNS
• Finalize and start managed services
• 50K web development
• Accounting in order

7
Goals

• Dynamic
• Plan to help customers become own phone co
• MS certified partner
• Service utilization / comp plan defined

8
Goals

• HTS
• 1) 30K/month managed services
• 2) Redo managed services offerings
• 3) Implement Sonicwall GSM (30 units)

9
Goals

• Intellicom
• New sales comp structure
• Deploy quotewerks and integrate with Connectwise
• Win wires 1K 4 vendors 4 per month

10
Goals

• Intelligent Enterprise
• Sell 50 toolkits
• Implement sales system
• Complete partner portal
• Sign 2 fulfillment partners
• Gold cert

11
Goals

• Interprom
• 100K Revenue
• New employee for support and projects
• Regular newsletter
• Monthly seminar series

12
Goals

• IS Outsource
• Win wires 5K MS/Watchguard/HP
• 10 new managed services contracts
• Finish MBS cert

13
Goals

• Northwest
• CRM installed
• New website for networking group
• Renew MS Cert
• Solidify new position operations
• Complete tech certs for MCP

14
Goals

• Valcom
• 5 to bottom line
• Sage certification
• Renew MS cert

15
Financial Project

• Ken Shetler Russell Consulting
• What are the top 5 indicators you use to manage
  your business

16
Project Discussion

• Discuss project opportunities from John Pritchard
  around web design
• Discuss how to handle this going forward

17
Employee Handbook

• Items of interest
• Risk Prevention
• Confidentiality/Non Compete
• Training
• Policies (Payroll, Vacation, Benifits)
• Consistent message to each employee
• Outsourced resources
• Bring best of breed to group.

18
Service Management

• Hiring
• Growth
• Utilization rates
• Scheduling
• Recording hours/approval
• Compensation
• Tracking/Logistics

19
Agenda Day Two

• 800 815 Review Day Ahead
• 815 845 SWOT Review
• 845 1000 Great Idea Exchange
• 1000 1015 Break
• 1015 1115 Targus
• 1115 1200 Purchasing
• 1200 130 Lunch and Learn with Okidata
• 130 230 Top 5 web links
• 230 245 Break
• 245 330 Goal Setting
• 330 400 HTG Wrap Up
• 400 Depart for home

20
Intelligent Enterprise

• One page business plan
• MS Financing
• 1. 5 more managed service partners
• 2. Sell 50 more managed services guides
• 3. Partner managed services revenue to 25K
  monthly

21
Intellicom

• One page business plan
• Accessories strategy for more margin
• Rewarding folks for hitting utilization
• 1. Quotewerks integration
• 2. New engineer hired and trained
• 3. Credit card processing considered
• 4. Roll out call manager express

22
Dynamic

• ZenithInfotech
• Run departments like a business
• 1. Finalize comp bonus plan for svc
• 2. Intern program initiated
• 3. 30 accounts on new managed services program

23
HTS

• Win wires to Ingram
• DFS
• Marketing plan for managed service
• 1. Complete merger
• 2. Develop infrastructure plan
• 3. 22.5K in managed services per month
• 4. Randy will sell it

24
CNS

• Implement and Execute
• Okidata managed service assessment
• 1. Managed services at 15K per month
• 2. Have a plan to implement accounting change
• 3. 50K web development
• 4. Find resolution to management and decision
  making process

25
ACES

• Written business plan
• MS financing
• We think too small
• Okidata printers
• 1. Written business plan
• 2. 30K leveraged managed svc contracts
• 3. Take time to prepare for meetings
• 4. Close and execute dental backup deal

26
Catalyst

• Put profit into the budget
• Take a business person to lunch once a month
• 1. Complete business plan
• 2. 8 managed services signup
• 3. Complete profiles on HTG site
• 4. Site visit by a vendor to customer (NEC or
  Oki)

27
Valcom

• What is possible
• 1. Test Sonicwall
• 2. Get back into imaging create solution
• 3. Test market a remote administration plan

28
ISOutsource

• Dont need highest paid tech staff doing admin
  work
• 1. MBS cert
• 2. Quarterly win wires
• 3. 20 new managed services contracts
• 4. Process and operations manual complete

29
NW

• Budgeting and strategic planning
• Microsoft financing
• Oki opportunities
• 1. Create a strategic business plan
• 2. Capture tech time get back to 75 billable
  time
• 3. 20 accounts on managed service
• 4. Accurate/real time financials

30
Next meeting

• Timeline - July
• Location WPC
• Mini meeting for those who go to Boston
• Next full meeting in Redmond on September 67
  ahead of SMB Nation
• IS Outsource hosting

31
Good Bye

• Register for WPC and SMB Nation
• Work on your goals (Vision without execution is
  hallucination)
• Written report for next meeting
• Great idea exchange
• Have a great Q2!!

32
Followup

• Send all docs from this meeting to Arlin by
  Monday
• Send ideas for key metrics to measure
• Register for WPC and SMB Nation