MSP flourishes using MSPCFO’s business intelligence

LOCATION

San Antonio, TX

FOUNDED

2002

PRESIDENT & OWNER

Brandon Zumwalt

SecureTech Achieves Key Results With MSPCFO

Data-driven
Decisions

Strategy based on longitudinal trends rather than cross-sectional assumptions

Purposeful Account Management

Right-priced agreements and right-sized service levels

Proactive Client

Retention

Recognition of changing client needs and the flexibility to respond

Founder Brandon Zumwalt has developed a philosophy and an approach that works well for his business. Everything SecureTech does is measured, tracked, and benchmarked. Zumwalt noted that as his MSP grew, visualizing operational efficiency became more difficult. He needed answers to several fundamental questions:

  • How profitable are existing client agreements?
  • Are sales and engineering teams spending their time efficiently and on the correct goals?
  • How can the company assess which clients are profitable, which are overusing services, and which may pose flight risks?
  • Are services margins best in class?

Founder Brandon Zumwalt has developed a philosophy and an approach that works well for his business. Everything SecureTech does is measured, tracked, and benchmarked. Zumwalt noted that as his MSP grew, visualizing operational efficiency became more difficult. He needed answers to several fundamental questions:

  • How profitable are existing client agreements?
  • Are sales and engineering teams spending their time efficiently and on the correct goals?
  • How can the company assess which clients are profitable, which are overusing services, and which may pose flight risks?
  • Are services margins best in class?

Founder Brandon Zumwalt has developed a philosophy and an approach that works well for his business. Everything SecureTech does is measured, tracked, and benchmarked. Zumwalt noted that as his MSP grew, visualizing operational efficiency became more difficult. He needed answers to several fundamental questions:

  • How profitable are existing client agreements?
  • Are sales and engineering teams spending their time efficiently and on the correct goals?
  • How can the company assess which clients are profitable, which are overusing services, and which may pose flight risks?
  • Are services margins best in class?

With MSPCFO, SecureTech is able to see over 50 reports and access the detailed granular data it needs to make well-founded business decisions. Data analyses such as Hours Per Ticket, Tickets Per Node, and Hours Per Node provide insights into which agreements are profitable at line-item level.

 

Getting insights on agreement profitability by customer helps the company decide how to focus its account management, marketing, training, and service efforts. MSPCFO’s analytical tools reveal optimal strategies:

  • How many hours per month SecureTech should spend with a customer before considering a fee increase
  • Whether to provide technicians need additional product proficiency training
  • How well the business is running

With MSPCFO, SecureTech is able to see over 50 reports and access the detailed granular data it needs to make well-founded business decisions. Data analyses such as Hours Per Ticket, Tickets Per Node, and Hours Per Node provide insights into which agreements are profitable at line-item level.

 

Getting insights on agreement profitability by customer helps the company decide how to focus its account management, marketing, training, and service efforts. MSPCFO’s analytical tools reveal optimal strategies:

  • How many hours per month SecureTech should spend with a customer before considering a fee increase
  • Whether to provide technicians need additional product proficiency training
  • How well the business is running

With MSPCFO, SecureTech is able to see over 50 reports and access the detailed granular data it needs to make well-founded business decisions. Data analyses such as Hours Per Ticket, Tickets Per Node, and Hours Per Node provide insights into which agreements are profitable at line-item level.

 

Getting insights on agreement profitability by customer helps the company decide how to focus its account management, marketing, training, and service efforts. MSPCFO’s analytical tools reveal optimal strategies:

  • How many hours per month SecureTech should spend with a customer before considering a fee increase
  • Whether to provide technicians need additional product proficiency training
  • Deep dive analysis of Fixed Fee Agreements shows the truth of how well the business is running

With MSPCFO, SecureTech is able to see over 50 reports and access the detailed granular data it needs to make well-founded business decisions. Data analyses such as Hours Per Ticket, Tickets Per Node, and Hours Per Node provide insights into which agreements are profitable at line-item level.

 

Getting insights on agreement profitability by customer helps the company decide how to focus its account management, marketing, training, and service efforts. MSPCFO’s analytical tools reveal optimal strategies:

  • How many hours per month SecureTech should spend with a customer before considering a fee increase
  • Whether to provide technicians need additional product proficiency training
  • How well the business is running

Award-Winning Solutions and Dedication to MSPs

8+

Years Helping
MSPs Increase
Profitability and Improve Efficiency

2019

IT Nation Evolve 

Content Champion

it-nation-evolve-2

2020

Connectwise Evolve Community

Influencer

Itnation-evolve

2021

Launch of the Autotask Integration

Autotask-MSPCFO

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