Partner face to face
Download
1 / 32

Partner Face to Face - PowerPoint PPT Presentation

Partner Face to Face April 11-12, 2006 Ameristar Holiday Inn Council Bluffs, Ia Welcome to HTG’s Fall Meeting Absent - Applied Tech HTG Purpose Sharing of best practice ideas Partnering Regional footprint Agenda Day One 8:00 – 8:15 Coffee and Donuts

Related searches for Partner Face to Face

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha

Download Presentation

Partner Face to Face

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Partner Face to Face

April 11-12, 2006

Ameristar Holiday Inn

Council Bluffs, Ia


Welcome to HTG’s Fall Meeting

  • Absent - Applied Tech

  • HTG Purpose

    • Sharing of best practice ideas

    • Partnering

    • Regional footprint


Agenda Day One

  • 8:00 – 8:15 Coffee and Donuts

  • 8:15 - 8:30 Welcome and Intro to HTG

  • 8:30 – 10:00 Company Updates, Goal and Financial Review

  • 10:00 – 10:30What is in your numbers?

  • 10:30 – 10:45 Break

  • 10:45 – 12:00 What is in your employee handbook?

  • 12:00 – 1:30 Lunch and Learn with NEC

  • 1:30 – 3:30Managing your service team

  • 3:30 – 3:45Break

  • 3:45 – 4:45Growth

  • 4:45 – 5:00Discuss opportunities

  • 5:00 – 6:00Check in and Freshen Up

  • 6:00 – 6:45Travel to the Technofarm

  • 7:00 – 9:00Food, Fun and GPS


Goal review

ACES

1)Increase managed services to $20,000 per month.

2)Close LSB for 20K

3)Meet sales manager proforma.


Goal review

  • Catalyst

  • Do SWOT

  • Run Fintel and Evaluate

  • Nominate candidates for MS Beta


Goals

CNS

  • Finalize and start managed services

  • 50K web development

  • Accounting in order


Goals

Dynamic

  • Plan to help customers become own phone co

  • MS certified partner

  • Service utilization / comp plan defined


Goals

HTS

1) $30K/month managed services

2) Redo managed services offerings

3) Implement Sonicwall GSM (30 units)


Goals

Intellicom

  • New sales comp structure

  • Deploy quotewerks and integrate with Connectwise

  • Win wires > 1K – 4 vendors – 4 per month


Goals

Intelligent Enterprise

  • Sell 50 toolkits

  • Implement sales system

  • Complete partner portal

  • Sign 2 fulfillment partners

  • Gold cert


Goals

Interprom

  • 100K Revenue

  • New employee for support and projects

  • Regular newsletter

  • Monthly seminar series


Goals

IS Outsource

  • Win wires 5K – MS/Watchguard/HP

  • 10 new managed services contracts

  • Finish MBS cert


Goals

Northwest

  • CRM installed

  • New website for networking group

  • Renew MS Cert

  • Solidify new position – operations

  • Complete tech certs for MCP


Goals

Valcom

  • 5% to bottom line

  • Sage certification

  • Renew MS cert


Financial Project

  • Ken Shetler – Russell Consulting

  • What are the top 5 indicators you use to manage your business


Project Discussion

  • Discuss project opportunities from John Pritchard around web design

  • Discuss how to handle this going forward


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.


Service Management

  • Hiring

  • Growth

  • Utilization rates

  • Scheduling

  • Recording hours/approval

  • Compensation

  • Tracking/Logistics


Agenda Day Two

  • 8:00 – 8:15 Review Day Ahead

  • 8:15 – 8:45SWOT Review

  • 8:45 – 10:00Great Idea Exchange

  • 10:00 – 10:15Break

  • 10:15 – 11:15Targus

  • 11:15 – 12:00Purchasing

  • 12:00 – 1:30 Lunch and Learn with Okidata

  • 1:30 – 2:30Top 5 web links

  • 2:30 – 2:45Break

  • 2:45 – 3:30Goal Setting

  • 3:30 – 4:00HTG Wrap Up

  • 4:00Depart for home


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


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


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


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


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


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


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)


Valcom

  • What is possible

  • 1. Test Sonicwall

  • 2. Get back into imaging – create solution

  • 3. Test market a remote administration plan


ISOutsource

  • Don’t 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


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


Next meeting

  • Timeline - July

  • Location – WPC

  • Mini meeting for those who go to Boston

  • Next full meeting in Redmond on September 6&7 ahead of SMB Nation

  • IS Outsource hosting


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!!


Followup

  • Send all docs from this meeting to Arlin by Monday

  • Send ideas for key metrics to measure

  • Register for WPC and SMB Nation


ad
  • Login