MSP Consulting & Optimization Services
Transforming MSP Operations with Proven ROI
Get Started TodayFinancial & Business Impact (Proven ROI)
$100K+
SLA Compliance & Retention
$300K+
Time Entry & Billing Recovery
$200K+
Client Loyalty & Growth
$50K+
AI Productivity Gains
$100K+
Technician Optimization
$5K–10K
Offshore Training & Accuracy
→ Typically a 10× ROI compared to consulting cost
Consulting & Optimization Services for MSPs
1. Operations Optimization
End-to-end efficiency across Service Desk, Finance, Technical Services, and Consulting/Projects.
- Ticket Volume & Coverage Analysis – Identify when tickets peak, where coverage is thin, and build projections for future demand.
- Process Mapping & Bottleneck Removal – Analyze intake → escalation → resolution workflows across all departments.
- Time Entry Compliance & Resource Optimization – Recover missed billables, balance workloads, and prevent over/under-capacity staffing.
- Client Lifecycle Optimization – Improve retention by fixing the hidden pain points that cause frustration or churn.
Proven Impact: $200K+ recovered, $100K+ saved, stronger retention.
2. Service Desk Performance & Client Experience Management
Building smooth, transparent, and client-friendly support operations.
- SLA monitoring, backlog management, escalation handling.
- Client KPI review calls (weekly/monthly).
- Service transparency dashboards for clients (used in QBRs).
- Communication coaching: AI-assisted emails, follow-up cadence, action-oriented client interactions.
Proven Impact: $100K+ protected, $200K+ retained/grown.
3. ConnectWise & PSA Platform Administration
Deep expertise in ConnectWise Manage, but also ServiceNow, Halo ITSM, Ivanti, Jira, Zoho, Freshworks.
- Workflow configuration, agreements, procurement, automations.
- Data cleanup and integrity audits.
- Finance team enablement for accurate billing.
- Integration management (QuickBooks, BrightGauge, AI/automation tools).
- Standardization across ticket types, subtypes, items, and company records.
Proven Impact: 5,000+ consulting hours, dozens of MSPs supported, sustainable ROI via reduced leakage and improved billing accuracy.
4. Reporting & Analytics
Turning raw data into actionable insights.
- Executive Dashboards – 10,000-ft view of KPIs, revenue, costs, efficiency.
- Operational Dashboards – SLA compliance, backlog aging, ticket handling trends.
- Client Dashboards – Transparent QBR-ready dashboards that strengthen trust.
- Custom Reports & Insights – 200+ dashboards built across Power BI, BrightGauge, Halo ITSM, Xtraction, Excel.
Proven Impact: Leaders empowered to make data-backed decisions, clients impressed by transparency, and faster identification of revenue leakage.
5. Process Improvement & Automation
Embedding AI and automation into MSP workflows.
- AI Agents – Automate ticket classification, urgency, company assignment, reducing clicks & guesswork.
- Meeting Transcription & Communication Automation – Auto-generate follow-ups, action items, and summaries.
- Workflow Automation – ISP updates, documentation cleanup, and other repetitive tasks.
- AI Coaching – Train managers and techs to adopt AI in daily workflows.
Proven Impact: $50K+ annual savings in labor, 750+ staff hours saved yearly, faster client communications.
6. Leadership & Strategic Advisory
A “force multiplier” for MSP owners and executives.
- Project Recovery – Step in where initiatives stall, create accountability, and push results.
- Recruitment Support – Review resumes, interview candidates, provide hiring feedback.
- Website & Social Media Support – Maintain MSP branding, content updates, and visibility.
- Newsletter Creation (PIPS TIPS) – Client-facing content for thought leadership and education.
Proven Impact: Helped leadership recover stalled initiatives, strengthened client engagement, and improved external brand visibility.
7. Team Training & Development
Building long-term MSP resilience through people.
- Offshore Tech Training (Philippines, others) – Structured onboarding in ConnectWise best practices, time entry, SLA adherence.
- Manager Coaching – Workflow design, AI adoption, client communications.
- Accountability Culture – Weekly cadence calls, dashboards, and reviews to keep teams engaged.
Proven Impact: Reduced rework, improved accuracy, better resource planning.