See what others are saying about SDB-Consulting…
“You are a great teacher, honest and speak to the level of the audience you are addressing. We are very happy with the assistance you rendered us at Cetan Corp!”
"Stephen’s analytical approach to Autotask’s data has improved the core engineering break/fix experience and successful responses."
"Steve has been excellent in taking the time to custom-tailor this report from the perspective of extracting the most value out of it as possible.”
"We recently moved all time entry from a proprietary system to Autotask. The Advanced Resource Utilization Report enables us to automate the collection and cogent presentation of data that previously required our controller to spend anywhere from one to three hours of labor per week. Stephen’s assistance has been invaluable in customizing the original template to fit our specific needs."
"When I started the Live Report writing course I was thinking of mostly flat reports like inventory lists or basic ticket reports. Now that I see the power of Live Reports it’s really opened up huge possibilities for things like labor allocation, project labor forecasting. It’s incredible."
"When I started my position with my company I was completely unfamiliar with Autotask. Steve not only helped handle administrative responsibilities as I came up to speed, he also set aside more than enough time to train me with the system and was more than happy to proceed at any speed I wanted. Using Zoom made it very easy to connect each week. Steve has a wealth of knowledge on Autotask, resource planning, and many other fields that we discussed in our time together. I would highly recommend Steve and his company to any one seeking their assistance and I would be more than happy to do business with them again!"
"I think the Resource Utilization report is a powerful way to quickly get metrics on team performance. One of the best parts about the process is the conversations surrounding coaching moments, teaching users to view the data as telling a story, rather than a hard metric goal. I also appreciated the instruction surrounding using an underutilized portion of Autotask – the resource utilization goals, set per resource. It’s easy enough to build a report or widget that tells you how many hours someone worked, but it’s a far more challenging task to provide the level of contextual data that this report does. Kudos!".
"I just began the Live Reports training and it has opened my eyes to the valuable information that we have been missing out on. Within the first lesson alone I was able to see the framework of the report that we would be building in the future. This course will prove to be beneficial not just in the creation of reports but the delivery of vital information to all areas of our organization."
"THANK YOU for the help on this. You don’t know how much time I have spent trying to get this to work. Finally, with your ingenious help, it WORKS!"
"There are a few CCPs that specialize in Live Reports and Steve is definitely at the top of the list. I highly recommend him for custom reports in Autotask."
"I will say this, in summary: I have gone from not knowing a thing about reporting in Autotask and not even understanding how to navigate the designer, to writing full on (and in my opinion) relatively complicated reports. All thanks to you.."
"Your template was GREAT. You did an amazing job of breaking down a highly complex task and making it replicable."