How We Help

At SDB-Consulting we offer a variety of solutions for IT Managed Service Providers Service Delivery challenges. Click any of the headings below to learn more about these specific resources.

Complimentary Resources

If you’re new to our community and would like to explore what type of services we offer and our level of expertise, let us recommend you start by taking a look at our complimentary (FREE) resources. What’s better than free, right?

Consider these free resources as our welcome gift to you.  We hope that you will find a tremendous amount of value here and will participate in our upcoming events and courses.

free MSP resources | Help

Click any of the options below to learn more about these resources for improving IT Service Delivery:

10 Point PSA Software Optimization Checklist | HelpThe purpose of this checklist is for IT Managed Service Providers to evaluate how much of their PSA software they are utilizing compared to the potential.

There are 10 areas of comparison:

  • Workflow 
  • Priorities
  • Contracts and Services
  • Roles and Work Types
  • Service Level Agreements
  • Ticket Categories, Templates and Checklists
  • Automation via Work Flow Rules
  • Dashboards and Widgets
  • Issues, Sub-Issues, & Ticket Categories
  • Standard Reports, Live Reports, and Data Warehouse

Click here to get started!

If you’re an IT Managed Service Provider, tell me if you can relate:

  • Help! I’m buried in data and don’t have enough coaching and mentoring time.
  • I need a method NOW to improve Resource Utilization that actually works.
  • I envision a future where employees, customers, and owners are happier.

You DO have the ability to drastically improve Resource Utilization.

This is your opportunity to learn how!

Click here for Instant Access to our FREE Training!

Self Paced Solutions

Once you know the strengths and weaknesses of your IT Service Delivery team, and where the opportunities to improve are, you have three choices:

  1. Go it alone by reviewing the Autotask Documentation and Training Videos
  2. Team up with an expert to:
    1. Expedite the entire process,
    2. Reduce the learning curve with improved results, and also
    3. Provide IT Service Support and Delivery insights outside of just how to use the platforms

As a full-service consulting and support company, we are happy to offer busy IT Managed Service Providers our expertise in the form of Self-Paced training options to…

  • Save Time
  • Improve Motivation
  • Maximize Productivity
  • Increase the Bottom-Line! 
Automated Resource Utilization for IT Managed Service Providers | Help
Advanced Autotask report writing for IT professionals and IT service managers | Help

Click the options below to learn more about our training programs for improving IT Service Delivery:

IT Service Managers Guide to Capitalizing on Resource Utilization | HelpResource Utilization* Can be a Complicated Issue… Without the Right Tools

If your team is not taking advantage of the reporting writing features found within your PSA Software, they are working WAY harder than you should be AND missing important data.

*If you’re not yet familiar with Resource Utilization Reports, we recommend that you start with our EBOOK.

If you’re already familiar with the power of Resource Utilization Reports, let us help you AUTOMATE them!

Wondering exactly how you’ll benefit? To start, you’ll be able to:

  1. Increase Resource Utilization by up to 10% per year per Tech.
  2. Increase profits by up to $25,000…or 30+% per year per Tech.
  3. More time to focus on important tasks.
  4. More dedication to coaching, mentoring, and improving the organization.
  5. More time for customers and improved customer satisfaction.

Increased Productivity (-) Un-needed Stress = a win-win for you!

And the BONUS? Reduced Time to Completion…

Click here to purchase the Resource Utilization Automation System.

Advance Autotask report writing for IT professionals and IT service managers | HelpHow We Help you to write the Autotask Live Reports that drive process and bottom-line improvements in house is by offering an Advanced Autotask Live Report writing online course.

Due to popular demand after seeing the complexed Autotask Live Reports that SDB-Consulting uses in delivering bottom-line improvements to its Customers, we are offering a 6 weekly one-hour online Live Report writing course. The training takes you from the very basic to highly complex and provides tips and tricks along the way.

The beauty of this training is it is done in online sessions with the student following along in their own Autotask database. During the course, they will be writing a highly valuable complex report that forecasts when Customers will be calling for service.

The Autotask Live Report Writing Course includes: $897 (currently being piloted via one-on-one live sessions for $597)

  • 6 weekly one-hour Live Report writing training conference calls
  • Lifetime access to Video tutorials of each topic (when they become available post pilot)
  • Lifetime Autotask Live Report writing support from the SDB-C team
  • A certificate of Achievement

Click here to Join the pilot program for just $597!

IT Service Delivery Trusted Advisor

How We Help is by being a Trusted Advisor partner and working with Managed Service Providers to streamline their IT Service Support and Delivery operations. Streamlining operations results in increased bottom-line profit by 10% year after year, improved Service Level Agreement management to the 90+% range, and becoming the best place to work based on Employee surveys.

We do this by coaching the IT Managed Service Provider(s) on how to drive chaos and confusion out of the workflow. We help them make sense of the data and reduce the complexity of the IT Service Support and Delivery to simple concepts. We then work with them to communicate the operational workflow concepts to the Teams.

Getting started is a simple 3-step process:

  1. Contact Us! Letting us know that you’re interested in our advisory program.
  2. Complete the Intake Self-Evaluation Questionnaire
  3. Schedule our first 1-on-1 conference call

Advance Autotask report writing for IT professionals and IT service managers | HelpReady to learn more about how we help with Resource Management to improve the bottom-line profit by 10% or more, Service Level Agreement management improve to the mid-90% range, and be voted the best place to work by your Employees thru our Resource Planning for IT Support products?

Resource Planning / Workforce management for IT Support is a proactive scheduling processes that address the Customers needs and wants in each of these areas while pulling from a single resource pool.

If all we had to schedule was projects, anyone could do it. But you know it’s more than that!

In order to improve and maximize profits, we need to balance scheduling Incident (Break/Fix, Reactive, etc) Responses, Change Requests, Installs, Projects, Preventive Maintenance, and a variety of other types of Service Requests; all from the same resource pool.

Click here to watch this free 30-minute video on Resource Planning for IT!

Roadmap | Help
Click to Review & Download

For the IT Managed Service Provider, the results are:

More coaching and mentoring time
Better relationships with the Team
Improved quality of work-life for all Employees
Improved Customer Satisfaction
Making more money for the Company

Contact us to see if you qualify and for more details about the Trusted Advisor program

We offer many solutions and services to help IT Managed Service Providers, including done-for-you report writing and Autotask System Administration. Click here to see our more detailed list of services and options.