1 / 32

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

albert
Download Presentation

Partner Face to Face

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related