Stack Advisors 6 Elements of Automation Infographics

Take control, be proactive, and allow your team to focus on positive interactions with your clients.

Download our 6 Elements of Automation inforgraphic.

Managing hiring, recruiting, regulations and company culture

Human resources continues to be a challenge for many MSPs. On our last podcast, Arlin Sorenson hosts a panel with ConnectWise Invent vendors Connectstrat, Insperity, MSP Toolshed and Password Boss to discuss this important topic. Join us as we discuss current hiring trends, the rise of the remote workforce, managing government regulations and best practices for a strong company culture.

Host: Arlin Sorenson, VP of Brand & Ecosystem Evangelism at ConnectWise

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The Six Elements of Automation

We share six essential elements that are key for building a culture focused on automation to propel your MSP’s scalability and growth. You should understand that creating an automation mindset is a challenge, but not impossible.

Today at Stack Advisors we are focusing more and more of our efforts around Process Automation for our clients and promoting your own internal mindset empowers your team to take control, be proactive, and focus more effort on positive interactions with your clients.

I want you to leave today ready to guide your team on opportunities for automation and educate company leadership on the importance of investment in making it happen.

MSP Business School ep79 – Bill Stucklen, Stack Advisors: The Future is Automated

Bill Stucklen is the Co-Founder and CEO of Stack Advisors, an MSP-focused agency and automation powerhouse that works to enhance every stack through collaboration, innovation, and powerful automations.

In this episode, Bill, Brian, Tim, and Robb talk about the importance of automation and why every MSP should be working to automate as much of their workflow as possible in order to achieve scalability and growth.

1:35 – Bill gives us a brief background on how he ended up in the MSP industry after graduating with three degrees in theatre. He takes us through his IT support days and the dot-com crash, sharing how he began his MSP and then eventually co-founded Stack Advisors.

7:38 – Robb asks Bill to dive into the culture of the MSP he used to run, specifically wondering how he and his team were able to keep 65 employees motivated and happy. Bill shares a few of their tactics, including their super secret annual Christmas parties.

11:56 – Bill goes into the mission of Stack Advisors, what they’ve focused on as they grow, and what he sees for them in the next twelve to eighteen months. He shares his passion for helping MSPs identify the things they can automate in order to become scalable.

15:22 – Brian asks Bill to share a good entry point for MSPs who are new to robotic process automation, or RPA. They discuss the importance of security and understanding processes. Brian references a conversation from a previous episode of MSP Business School with Jay McBain of Forrester (you can watch that episode here: https://youtu.be/wUMjIpzHdMs)

24:55 – For closing thoughts, Bill states again that MSPs have to leverage the tools available to them or else they’re leaving money on the table. Automate as much as possible in order to free up time you can spend face-to-face with clients and prospects.

Show Website: https://mspbusinessschool.com/

Guest

Bill Stucklen: https://www.linkedin.com/in/stuckwith…
Stack Advisors: https://stackadvisors.com/

Hosts

Brian Doyle: https://www.linkedin.com/in/briandoyl…
Robb Rogers: https://www.linkedin.com/in/robb-roge…
Tim McNeil: https://www.linkedin.com/in/timmcneil3/

Sponsors

vCIOToolbox: https://vciotoolbox.com
OSR Manage: https://osrmanage.com

Endpoint to Invoice Webinar Series Part 4: Invoicing

Over the last decade, Stack Advisors has refined a process for all MSPs to align their toolset and maximize their use. We now share these areas of focus in a four-part series that covers the Foundations, The Tools, Customizations, and the Invoice.

In Part 4, we discuss the last steps in aligning these ConnectWise tools and bringing everything together into clear and simple invoices. Bonus topics in this session include; how to leverage everything you have established into documentation, QBR reporting, dashboards, and ROI from your automation.

Endpoint to Invoice Webinar Series Part 3: Customization

Over the last decade, Stack Advisors has refined a process for all MSPs to align their toolset and maximize their use. We now share these areas of focus in a four-part series that covers the Foundations, The Tools, Customizations, and the Invoice.

In Part 3, we discuss the next steps in aligning these ConnectWise tools and the deeper customizations you can leverage to drive AND automate your process.

Endpoint to Invoice Webinar Series Part 2: Tools

Over the last decade, Stack Advisors has refined a process for all MSPs to align their toolset and maximize their use. We now share these areas of focus in a four-part series that covers the Foundations, The Tools, Customizations, and the Invoice. In Part 2, we discuss the importance of the tools in collecting, categorizing, and aligning your data.

Endpoint to Invoice Webinar Series Part 1: Foundations

Over the last decade, Stack Advisors has refined a process for all MSPs to align their toolset and maximize their use. We now share these areas of focus in a four-part series that covers the Foundations, The Tools, Customizations, and the Invoice.

In Part 1, we discuss the importance of creating a proper foundation from provisioning the machine with a tool like MSP Toolshed to documentation and pushing data into other tools.