Autotask's Certified Consulting Partner (CCP) program connects existing Autotask experts with new and existing Autotask customers looking to improve their businesses. The CCP offers strong Autotask know-how with proven industry experience to provide more effective implementations for new customers and better, deeper utilization of Autotask for existing customers. This session will be valuable for anyone looking for help with their Autotask system, or those who think they have what it takes to become a Certified Consulting Partner.

2. Press Release: June 12, 2012
“Autotask Corporation Announces Certified
Consulting Partner Program”

3. Program Goals/Objectives
 Quality control - Optimize the quality of services being
delivered by third parties through formal certification
 Scalability – Augment Implementation/PS team by
leveraging partners for spikes in demand. Potential
candidates identified in each territory to support capacity.
 Customer Value – Combine product knowledge, local
presence, and industry/domain experience to consult our
customers

4. What are the characteristics of a CCP?
 Predominantly Autotask customers & Power Users
 Typically at least 12 months of Autotask experience
 PASSIONATE about Autotask
 Passed the formal certification exam for Implementation
 Maintain exceptional product knowledge, and re-certify
every 2 years to maintain their credential
 Desire to leverage their expertise & service offerings for
revenue opportunity

5. 30 Partners in 12 Countries Worldwide

6. What are the benefits to becoming a CCP?
 Unprecedented opportunity for collaboration
 Leverage Autotask Sales & Drive new business growth
 Dedicated Partner Program Manager support
 Additional training resources to develop & enhance skills
and product knowledge.

7. The Certification Process:
 Sign Up: Program Discussion
 Does this make sense for your business?
 What to expect
 Certification Exam: Implementation “The Proven Way”
 Proven Methodology
 Technical knowledge requirement
 Enablement
 Kickoff meeting
 Initial Training & Ongoing Support
 Bi-annual recertification based on Quality Metrics set by Autotask

8. Developing your Autotask Services…$$$
 Custom report development?
 New LiveReports
 Ability to develop reports against Data Warehouse
 Integrations / API development
 Additional Training & Consulting

9. Power Consulting Group - NYC
 MSP, IT Consulting & MSP
Consulting
 Founded 1991, 14 employees
 2012 Revenue - $3.2MM (53%
growth over 2011)
 2013 projected - $4.1MM (25%
projected)
 Re-Deployed Expanded Cloud
Architecture in 2013
 3 Autotask CCPs
 Ingram Micro SMB Alliance
Member

10. About
 Founded first MSP in 2001
(Now an IM VTN Member)
 Ingram Micro SMB Alliance
Advisory Council Member
 Autotask Certified
Consulting Partner
 Autotask NYC User Group
Leader
 CRN – “7 Young VAR’s To
Watch”, 2007
RONNIE PARISELLA
Director of Business
Development at Power
Consulting Group, Inc.

11. What Does An MSP Need To Compete?
Accounting &
ReportingRMMPSA
Notifications &
Workflow
Sales
Process

12. What Does An MSP Need To Compete?
 PSA – Professional Services Automation
 Options:
 Autotask, ConnectWise, etc.
 Considerations:
 Service Provider Type
 Sub-contractors

13. What Does An MSP Need To Compete?
 RMM – Remote Monitoring & Maintenance
 Options:
 Kaseya, N-Able, Level Platforms, etc.
 Considerations:
 Scripting/Automation
 In-house knowledge

14. What Does An MSP Need To Compete?
 Accounting & Reporting
 Accounting
 Options: SAGE, MYOB, etc.
 Reporting
 Evaluate Options: XXX
 Considerations
 What do you want to report on?

15. What Does An MSP Need To Compete?
 Sales Process – Quoting
 Options:
 Quosal, QuoteWerks, etc.
 Considerations:
 HW/SW Resales or Service
 Integrated Marketing

16. What Does An MSP Need To Compete?
 Service Delivery Process
– Notifications &
Workflow
 Notifications
 Automation of all
support-related client
communication
 Workflow
 Automation of common
service delivery tasks

17. MSP Consulting
Initial Setup &
Configuration
Notifications
& Workflow
Rules
Sales
Process
Design
Quoting &
Accounting
Integrations
Remote Monitoring
& Maintenance
Integrations

18. Example – Acquisition – Iconic Consulting
 Autotask User
 MSP Revenue - $400k/year+
 2 Employees
 10 Clients on-boarded in 4m

19. Suggestions for Small/Growing MSPs
 Don’t try to do it all – Specialize!
 Partnerships
 Pick strategic vendors
 Training & Certifications
 Ingram Micro SMB Alliance
 Pick an Autotask User Group
 Team up with Complementary Vendors
 VoIP/Software Development/Cabling/CoLo,
etc.
 Leverage MDF!!!!!

20. Special Offer From
IM, Autotask & PCG
15% Off Autotask Pro Premium & More
■ Buy Autotask Pro Premium &
Get a $1,000 Voucher!
■ *NEW Customers: Good for up
to 50% off implementation
services up to $1,000
■ Using Autotask Pro Premium?
Get 50% Off Professional
Services!
■ *EXISTING Customers: Good for up
to 50% off professional services up
to $1,000
■ OFFER EXPIRES: September 30,
2013

21. IM SMBA
 Requirements
 $200,000 in annual business with Ingram Micro
 SMB focus of end users with less than 1,000 seats
 Attendance at one Invitational per year
 Benefits
 IMTS, Blanket authorizations, IMTA discount
 Buffalo-based sales and credit team
 1 fully covered trip per year
 Fusion funds, branding help, 3rd-party discounts

22. QuestionsDon’t be shy!
There are no dumb questions
Speak up!

23. Thank You