See what others are saying about SDB-Consulting…
“Stephen and Carol host each week an “Ask the Expert” call for anyone using Autotask in their business. Every week I attend these and I always walk away with nuggets of information that I can take back and implement with my team. The time spent each with on these calls allows me to meet other MSP’s across the country and gain valuable insight on how to improve my business. I highly recommend the investment of time to be on these calls”.
“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!”
“As a new person to the AutoTask system and charged with helping the team move in a positive direction, I was fortunate enough to have Carol Hoffman with SDB Consulting spend some time going over some key components of AutoTask. After only 1 hour, my mind was blown on what AutoTask can do and I realized what I was missing. Carol did an amazing job in explaining things and asking the right questions to guide me through the process of building out AutoTask for us. I would highly recommend Carol and SDB Consulting for any AutoTask questions and help”.
"I just wanted to send my gratitude for the time that you and Carol put today in ASCII The Expert session, as I’ve mentioned I’m new with Datto RMM, we started the implementation couple months ago and like any other new platform, we had our fair share of challenges with the new product. Carol’s expertise with implementation and monitoring of Datto RMM was a tremendous help which I truly appreciate it and looking forward to your upcoming sessions."
“This Mockup is AMAZING! So easy to use, super clear. Thank you so much for sharing” “…This was super useful!”
“After nearly 20 years running the business, I feel I am actually going to have, or know if I already have, a well-oiled machine. I have spent too long trying to do things myself and second-guessing the values coming out of Autotask. Thanks to the PSA Configuration Evaluation, I have already gone through the document and implemented a good portion of the recommendations.”
"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."
“You even know more about what I need than I do.”
“The value we received from 30 minutes of consultation was excellent and left me with a desire to work with you and your team”
“I like your nitty-gritty Service Delivery depth of knowledge and your willings to share.”
“We find SDB-C to be a very beneficial consultant that has“been there and done that.”