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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 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

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  1. Partner Face to Face April 11-12, 2006 Ameristar Holiday Inn Council Bluffs, Ia

  2. Welcome to HTG’s Fall Meeting • Absent - Applied Tech • HTG Purpose • Sharing of best practice ideas • Partnering • Regional footprint

  3. 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

  4. Goal review ACES 1)Increase managed services to $20,000 per month. 2)Close LSB for 20K 3)Meet sales manager proforma.

  5. Goal review • Catalyst • Do SWOT • Run Fintel and Evaluate • Nominate candidates for MS Beta

  6. Goals CNS • Finalize and start managed services • 50K web development • Accounting in order

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

  8. Goals HTS 1) $30K/month managed services 2) Redo managed services offerings 3) Implement Sonicwall GSM (30 units)

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

  10. Goals Intelligent Enterprise • Sell 50 toolkits • Implement sales system • Complete partner portal • Sign 2 fulfillment partners • Gold cert

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

  12. Goals IS Outsource • Win wires 5K – MS/Watchguard/HP • 10 new managed services contracts • Finish MBS cert

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

  14. Goals Valcom • 5% to bottom line • Sage certification • Renew MS cert

  15. Financial Project • Ken Shetler – Russell Consulting • What are the top 5 indicators you use to manage your business

  16. Project Discussion • Discuss project opportunities from John Pritchard around web design • Discuss how to handle this going forward

  17. 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.

  18. Service Management • Hiring • Growth • Utilization rates • Scheduling • Recording hours/approval • Compensation • Tracking/Logistics

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. 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

  25. 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

  26. 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)

  27. Valcom • What is possible • 1. Test Sonicwall • 2. Get back into imaging – create solution • 3. Test market a remote administration plan

  28. 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

  29. 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

  30. 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

  31. 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!!

  32. 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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