Using Autotask to Manage Profitability
Bruce Penson - Pro Drive IT
Service efficiency – Data Entry
Service efficiency – reporting
Service efficiency – Analysis
IDENTIFYTRENDS
ANALYSE IMPROVEMENTPLAN
Pro Drive example – recurring services
Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13
Break Even Hours Target Hours Actual Hours
Hours
Pro Drive example – recurring services
Pro Drive example – professional services
Project 1 Project 2 Project 3 Project 4 Project 5 Project 6 Project 7 Project 8 Project 9 Project 10
Project 11
Project 12
Project 13
-100%
-80%
-60%
-40%
-20%
0%
20%
40%
60%
80%
PS only profit % All in profit % Target profit %
Pro Drive example – professional services
Results
Measured results
40% reduction in time on managed service contracts Consistent profitability on fixed price contracts Improved client satisfaction
Certified Consulting Partner
Bruce Penson - [email protected]
Live Report writing
Training Automation
Business process
ImplementationIntegration