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FormulaWon Growth TracksHow the 5 Delivery Areas work together

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• House Keeping– Sound: VoIP or Telephone (Audio Pin #)– Type questions or raise your hand to speak– All past webinars are posted in the Members area– Webinar schedule is on the portal – go register!– Next Webinar:

• Thursday October 13th @ 2pm Eastern • Topic: Virtual Sales Meeting

– When you're Schnizzin go to Schnizz corner!

members.trumethods.com/schnizz

Focus on Success

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Mobile App

• Update! Notifications now through the App• Download on the App Store or Google Play• Listen to Podcast and Training content• Download for offline listening

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How the 5 Delivery Areas

work together

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Focusing your Super Power

© 2016 TruMethods, LLC. All rights reserved

Client

The whole team

Leadership

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Professional Services

Centralized Services Net Admin vCIO Support

How the Delivery Areas work together

© TruMethods, LLC. 2015 - All rights reserved

Control Noise

Generate NRR

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Clients buy this

Strategy

Impact

Alignment

Standards

MSP

© TruMethods, LLC. 2016 - All rights reserved

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The Essence of TruMethods

ResultsImpact on the client, the business and

the person in the role

EssenceThe spirit of the role.

Ties the Core to the Results.

MathMeasurable drivers

ProcessPriorities, steps and tasks

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Network Administration

• vCIO– Standards & Alignment process– “Eyes and ears” on the ground

• Centralized Services– NA: Tools deployment & verification– Share changes to the technical environment

• Professional Services– Project knowledge transfer– Technical assistance when needed

• Support– Train clients how to use Support team

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vCIO

• Network Administration– Assign Alignment reviews to NA– Regular client review

• Centralized Services– CS shares Long term usage trends

• Professional Services– vCIO shares business goals of projects– Project work plans & Design Desk

• Support– Review reactive trends (RHEM)– Escalations from Support for relationship issues

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Support

• Network Administration– Share Client knowledge– Share Recurring issues (client training)

• vCIO– Escalate Client relationship issues

• Centralized Services– Share Recurring issues (automation)– RMM Alerts go to Support

• Professional Services– Smooth transition from Projects– Service issue escalation

© 2016 TruMethods, LLC. All rights reserved

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Centralized Services

• Network Administration– NA “eyes and ears” on the ground

• vCIO– Provide trend reporting for CS

• Professional Services– Tools verification after Project implementation

• Support– Recurring issues resolution via automation– RMM tuning with Support feedback

© 2016 TruMethods, LLC. All rights reserved

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Professional Services

• Network Administration– Knowledge transfers for client environment

• vCIO– Project scope– Technical resource for planning

• Centralized Services– Tools verification after projects

• Support– Technical escalation point from Support– Knowledge transfers for projects

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Each member of the team should…

• …know their role and responsibility (Core).• …know how their role affects results

(Essence).• …know how their role relates to other roles in

the organization.• …know how the roles work together to deliver

the right end result.• …recognize when we’re not delivering that

result.

© 2016 TruMethods, LLC. All rights reserved

www.trumethods.com

Professional Services

Centralized Services Net Admin vCIO Support

Delivery Areas; not silos!

© TruMethods, LLC. 2015 - All rights reserved

Control Noise

Generate NRR

www.trumethods.com

Focusing your Super Power

© 2016 TruMethods, LLC. All rights reserved

Client

The whole team

Leadership

www.trumethods.com

Summary

• We have videos on each one of the delivery roles.

• We have Essence videos for each role.

© 2016 TruMethods, LLC. All rights reserved

www.trumethods.com© 2016 TruMethods, LLC. All rights reserved

Q&A