Transcript
Page 1: Using Autotask to Manage Profitability

Using Autotask to Manage Profitability

Bruce Penson - Pro Drive IT

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Service efficiency – Data Entry

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Service efficiency – reporting

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Service efficiency – Analysis

IDENTIFYTRENDS

ANALYSE IMPROVEMENTPLAN

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Pro Drive example – recurring services

Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13

Break Even Hours Target Hours Actual Hours

Hours

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Pro Drive example – recurring services

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Pro Drive example – professional services

Project 1 Project 2 Project 3 Project 4 Project 5 Project 6 Project 7 Project 8 Project 9 Project 10

Project 11

Project 12

Project 13

-100%

-80%

-60%

-40%

-20%

0%

20%

40%

60%

80%

PS only profit % All in profit % Target profit %

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Pro Drive example – professional services

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Results

Measured results

40% reduction in time on managed service contracts Consistent profitability on fixed price contracts Improved client satisfaction

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Certified Consulting Partner

Bruce Penson - [email protected]

Live Report writing

Training Automation

Business process

ImplementationIntegration


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