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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

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partner face to face

Partner Face to Face

April 11-12, 2006

Ameristar Holiday Inn

Council Bluffs, Ia

welcome to htg s fall meeting
Welcome to HTG’s Fall Meeting
  • Absent - Applied Tech
  • HTG Purpose
    • Sharing of best practice ideas
    • Partnering
    • Regional footprint
agenda day one
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 – 10:30 What 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 – 3:30 Managing your service team
  • 3:30 – 3:45 Break
  • 3:45 – 4:45 Growth
  • 4:45 – 5:00 Discuss opportunities
  • 5:00 – 6:00 Check in and Freshen Up
  • 6:00 – 6:45 Travel to the Technofarm
  • 7:00 – 9:00 Food, Fun and GPS
goal review
Goal review

ACES

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

2)Close LSB for 20K

3)Meet sales manager proforma.

goal review5
Goal review
  • Catalyst
  • Do SWOT
  • Run Fintel and Evaluate
  • Nominate candidates for MS Beta
goals
Goals

CNS

  • Finalize and start managed services
  • 50K web development
  • Accounting in order
goals7
Goals

Dynamic

  • Plan to help customers become own phone co
  • MS certified partner
  • Service utilization / comp plan defined
goals8
Goals

HTS

1) $30K/month managed services

2) Redo managed services offerings

3) Implement Sonicwall GSM (30 units)

goals9
Goals

Intellicom

  • New sales comp structure
  • Deploy quotewerks and integrate with Connectwise
  • Win wires > 1K – 4 vendors – 4 per month
goals10
Goals

Intelligent Enterprise

  • Sell 50 toolkits
  • Implement sales system
  • Complete partner portal
  • Sign 2 fulfillment partners
  • Gold cert
goals11
Goals

Interprom

  • 100K Revenue
  • New employee for support and projects
  • Regular newsletter
  • Monthly seminar series
goals12
Goals

IS Outsource

  • Win wires 5K – MS/Watchguard/HP
  • 10 new managed services contracts
  • Finish MBS cert
goals13
Goals

Northwest

  • CRM installed
  • New website for networking group
  • Renew MS Cert
  • Solidify new position – operations
  • Complete tech certs for MCP
goals14
Goals

Valcom

  • 5% to bottom line
  • Sage certification
  • Renew MS cert
financial project
Financial Project
  • Ken Shetler – Russell Consulting
  • What are the top 5 indicators you use to manage your business
project discussion
Project Discussion
  • Discuss project opportunities from John Pritchard around web design
  • Discuss how to handle this going forward
employee handbook
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
Service Management
  • Hiring
  • Growth
  • Utilization rates
  • Scheduling
  • Recording hours/approval
  • Compensation
  • Tracking/Logistics
agenda day two
Agenda Day Two
  • 8:00 – 8:15 Review Day Ahead
  • 8:15 – 8:45 SWOT Review
  • 8:45 – 10:00 Great Idea Exchange
  • 10:00 – 10:15 Break
  • 10:15 – 11:15 Targus
  • 11:15 – 12:00 Purchasing
  • 12:00 – 1:30 Lunch and Learn with Okidata
  • 1:30 – 2:30 Top 5 web links
  • 2:30 – 2:45 Break
  • 2:45 – 3:30 Goal Setting
  • 3:30 – 4:00 HTG Wrap Up
  • 4:00 Depart for home
intelligent enterprise
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
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
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
slide23
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
slide24
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
slide25
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
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
Valcom
  • What is possible
  • 1. Test Sonicwall
  • 2. Get back into imaging – create solution
  • 3. Test market a remote administration plan
isoutsource
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
slide29
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
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
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
Followup
  • Send all docs from this meeting to Arlin by Monday
  • Send ideas for key metrics to measure
  • Register for WPC and SMB Nation
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