Seeing the Future of the Cloud by Considering the Past

Cloud has been defined as the great new technology. As with all new technologies it’s hard to say where it will go.

Tech Savvy Executive Gregg Tushaus helped me see cloud from a different vantage point in his blog article: Cloud Computing – Getting Past the Hype

Specifically when he says that we’ve seen this kind of business model before, in the early 1900’s when companies stopped producing their own power and started to rely on utility companies for their power.

Combining the information presented by Brian Sherman from CompTIA’s AMM this year and you can see my vision of how Cloud computing needs to be a significant, but not the only component of a technology solution provider.

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WordPress RSS and Magpie

To use PHP to parse feeds use Magpie: http://magpierss.sourceforge.net/

Magpie doesn’t work well (much at all) with RSS2, however, the RDF feed works great :) .

BK

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Brian Kerhin is one of 12 not so angry CompTIA MSP Experts

Since 2001 I’ve provided technology solutions to companies in the Milwaukee area. I thought I had a pretty bullet proof ship until I volunteered to be one of the subject matter experts who came together at CompTIA headquarters to help define the Information Technology Managed Service Provider Credential or MSP Credential for short.

The team was the most talented group of men I’ve ever worked with. Team members were from big businesses and small businesses, from companies that service regulated industries like health care and legal as well as those who service manufacturing and retail.

The framework of the credential was unveiled this week at the CompTIA Annual Members Meeting (AMM). I saw mostly positive reviews from those in attendance.

  • MSP Businesses: Rave reviews
  • Consultants to MSP Businesses: Disconnect, this program would provide a great deal of information that a consultant would deliver to the prospect MSP. It could be a problem for a MSP consulting business.
  • Vendors: Rave reviews

The credential is now being tested by a small group privately before public release in May. For more information visit Corey Simpsons Blog on the credential.

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Quoting Options for Autotask – Introduction

“Sales Cures All”, as I started my business 10 years ago these words were uttered by my father more than any others. They remain equally important, however the world in which we sell has changed. For IT service an hourly rate chart and a basic billing agreement was all that was needed 10 years ago. Today the majority of sales are made using Quotes and Proposals. Since those quotes and proposals are the lifeblood of any IT service company they are the first topic of importance for the first Autotask Lifecycle series of articles. Here are the Quote / Proposal systems that will be presented:Quote Image

  • Autotask Native Quotes
  • Varstreet
  • Quosal
  • QuoteWerks

Let’s begin by talking about the basic components of a quote, first, the items being quoted. The above software’s offer a range of item listing powers ranging from basic lists to shopping cards to custom web programmed options delivered to unique clients. For Autotask users it’s important to be able to source products and services that are already defined inside of Autotask. Some of these companies will need to take this a step further to quote product direct from distributors like Ingram Micro, Tech Data, D and H and Synnex.

The idea of having electronic interfacing between the distributors and the quoting tool is enticing because it allows a quote to be created without being limited to one distributors catalog or strapped to one distributor’s price point.

Next is integration with Autotask, certainly the better the workflow both from the Quoting tool to Autotask and vice versa the better.

I’ll start with Autotask Native Quotes in my next Article.

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Renewal Notifications for Contracts, Warranties, & Subscriptions

I was stuck on automating a procedure with Subscriptions tonight so I was hoping some of my friends on the Autotask CommunITy could help with a recommendation. What I found was people complaining about not being able to get renewal notifications for when contracts, CI and subscriptions were expiring…. WHAT?

This is the kind of thing that can cost serious cash and create Autotask migraines.

So what am I going to do about it? Exactly what Lee Evans would tell you to do: Change your business.

How should you change your business? Exactly how Andy Harper would tell you to change your business: Standard Operating Procedures (SOP)  

These two Rock Stars taught this Rock Star how to make my: IT Business Run. Better.

Ok off my soap box.

If Autotask sent notifications for this stuff who would they be sent to and what would happen:

  • oops I didn’t get around to that email
  • I closed that pop up I was busy
  • I didn’t get a chance to go to that screen

Autotask already has ways for you to get lists of contracts, CI and subscriptions that are going to expire. You just need to know where to look for them and have someone in your office that is tasked with getting this information to the account owners right at the start of the quarter for the whole quarter. Then do it again with an updated list the next month and the next month. So when performance review time comes around there is no room for excuses.

I have a series of Articles on the major Quoting tools to get posted up here (Autotask, Varstreet, Quosal and QuoteWerks) so I’ll leave how to gather this information as an exercise for you. Feel free to contribute your findings.

Brian

Posted in Autotask Lifecycle, Autotask SOP | 2 Comments

Goodbye Mark Hello Jay!

One of the things I was concerned about with Autotask as I selected it over ConnectWise for our PSA solution was a weaker CommunITy. After immersing myself in Autotask I was thrilled with the CommunITy of people I met with Mark Crawl at the head of them. Mark Crawl has left Autotask. I wish Mark all the best in his future endeavors and look forward to learn about all the new changes in Autotask at CommunITy live this year.

Jay McBain is the new leader of the Autotask pack. To get a better idea of his vision take a look at his writings:

CommunITy
http://jaymcbain.blogspot.com/2010/04/growing-importance-of-communities.html

Marketing
http://jaymcbain.blogspot.com/2010/05/dandelions-and-blowfishthe-future-of.html

BK

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Modern small business marketing web site

At Byte Harmony we put the finishing touches on our web site about a year ago. It has only taken 12 short months for someone to create a small business web site that makes me jealous. Congrats Osama, the multimedia entertainment mixed with solid content delivered via your site clickfar is fantastic!

Click Far

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Autotask Major Release Feb 17th 2011

It’s a little after midnight but I can’t help but write about my favorite new Autotask features.

The most important is by far the projects upgrade. The projects screens now resemble and have the functionality of tickets. This includes one of my biggest pet peaves, an ability to go from Approve and Post to a project task details screen that actually allows me to accomplish something more than just reading time entries.

A close second is a new design of a feature request from Lee, the new “Save & Forward / Modify” button will allow someone to edit very important parts of a ticket during a save operation like: Due date, title, description, resources, queue, Estimated Hours, contract, work type and issue types. One shocking miss here is the ticket number on the time entry screen and the new “Save & Forward / Modify” screens remain simple text. No hyperlink back to the ticket screen?

An important third which should be met with much fan fair by the “why should I need a work around for this?” crowd is the improved contact functionality. Adding the “tickets” tab to the contact details screen and adding a contacts filter to the ticket search screen constitute steps forward that are a long time coming.

I can’t wait to have our book keeper dig into the new expense reporting functionality. I’m sure there will be more posted here about that in the future.

BK

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My Trip to Autotask HQ

First and foremost, thank you to everyone at Autotask who welcomed me to your offices and shared your world with me. You have a great company and I look forward to continuing and expanding my relationship with you. In response to my presentation I have received both rave reviews with requests for follow up conversations as well as concerns about the direct almost abrasive method of communication I used during the presentation. I assure you no offence was meant. I apologize to those who may have been offended by my direct communication style as I relayed some of the difficulties I have with the product. I am intense about Autotask because it is so important to me and my business.

I also may have been operating more on autopilot than normal as my trip to Autotask HQ was riddled with complication. As requested here is that story:

I scheduled my trip to Autotask HQ to start early morning on Wednesday to enjoy the tourist attractions in New York City (NYC). At the end of the day I’d take the train from NYC to Albany to be well rested and prepared for the intense day to follow with Autotask.

I was up late on Tuesday night, (4 AM late) to make sure a project I’d promised I’d complete was complete. I figured this wouldn’t be an issue as I’d sleep on the direct flight to NYC J. I slept an hour and then at 5:00 AM I left to make sure I got through airport security and on my 8:00 AM flight on time. When I scanned my receipt to get the boarding pass the machine printed a boarding pass for a noon flight. WHAT!!! I’m going to miss all my fun in NYC! So I stood in the long line to talk with someone about their crazy machine that printed me the wrong ticket. The glassy eyed, half asleep employee let me know that the flight was cancelled and I’d have to come back for the next one.

OK, if I must I must. I headed home had breakfast with the kids and then relaxed a little before heading back to the airport at 11. At 11 all looked good, I got through security and my plane was ontime… until about 5 min before boading, The flight was delayed…. oh dear I’m going to miss my train…. Then canceled…. WHAT! 

I called Travis who was also coming out to Autotask and he was on his way to the Airport in Chicago. We kept in touch through the next 4 hours brainstorming ways around what happened to be some of the worst wind storms New York has ever had. Travis was lucky, his 4 PM flight departed, my rescheduled 3:30 flight did not. So now the next flight option I had was Thursday morning. I knew Bob wanted me there for the presentation to the entire company so I felt it was important to do everything I could to make it happen.

I looked for alternate flights to the area from which I could then get ground transit into Albany. I found one! Washington DC had a flight going out at 7:30! OK, that gave me 3 hours to figure out how to get from Washington DC to Albany. I took a break for some food and then got tethered up to my laptop to put together some plans. Between my laptop and the airport people we figured out that we could do a rental car which would put me at my hotel room at around 1 AM. Taking busses or trains moved that time to around 4 or 5 AM… OUCH. Once again I figured I’ll be asleep on the flight.

Waiting in line at 7:15 for the “on time” plane to start boarding to Washington DC we found out they were merging another flight into our flight so there would be a stop in Ohio on the way. Arrrgg landing and taking off are the worst parts of flying for me and then this will delay my flight an hour. When we are still standing in line at 7:45 PM and the flight board says my 7:30 flight is still on time I knew I was in for trouble.

We departed at around 8:30 and I got into DC around midnight (time zone change). There is normally some kind of curfew for the DC airport but somehow we got around that? While in flight there was a man behind me that spoke as though he had a 10 gallon hat on which barely fit his enormous head / ego. He was the loudest / drunkest man on the planet (above the planet?). The lady next to me was very kind, as we chatted she learned of my situation and informed me that there was a train that would take me to NYC from which I could take the original train back to Albany. I wanted to get in the car and be there early but we were pushing 1 AM at that point so with not having sleep the night before the danger factor was getting pretty extreme.

I took the cab to the train station past the Washington monument, the Lincoln memorial, Jefferson memorial and congress. I got to the train station and it was dead. No employees anywhere. OK, the train doesn’t leave until 3. I’ll start with checking my email. Great news, another client opportunity…. Here comes a security officer. She’s checking the sleeping folks on the bench for tickets and throwing them out (boy it’s cold outside?). Fortunately for me she helped me get my ticket.

I finished responding to my new client email when I heard last call for boarding a train…. WHAT? I have an hour…. OOOps time zone change! Run to the train and get on board, MADE IT!

The train is great, settle in and set my alarm to wake me when we’re about 30 minutes out from NYC. All works well. Get to NYC and am able to use my ticket from the night before to travel. Travel from NYC to Albany was fantastic. I got a little rest and when I woke it was always nice looking out the windows. About an hour form Albany while on the train I called the hotel for a shuttle to pick me up, grabbed a bite to eat and had a nice hot cup of coffee.

I arrived at Autotask HQ at around 10 and all was well.

If you’re interested you can see a copy of the power point presentation I made to the company (feature requests in the notes section):

AT Lunch and Learn 2010 – The Good. The Bad. The Ugly.zip - Posted here on my profile.

The trip back to Milwaukee only included the excitement of my first Philly Cheese Steak sandwich.

I hope my next trip to AT doesn’t include planes trains and automobiles.

BK

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Byte Harmony CEO a ROCK STAR

Byte Harmony’s CEO Brian Kerhin has been named an Autotask Rock Star.Rock Star Logo
See the full press release here.
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