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Managed Services
  Becoming a Vendor
       Lane Smith
     Ken Vanderweel
          2012
Introductions




            Ken Vanderweel                 Lane Smith
                Sr. Director,              Business Coach
                Global Service Providers   4-Profit Inc.
                CA Nimsoft




                                                            2
About CA Nimsoft



             First to Unified Monitoring   First to Full Featured SaaS
             First to Usage Monitoring     First to Datacenter Power
             First to Vblock Monitoring    First to Unified IT Management




         GROWTH MOMENTUM: NIMSOFT SINCE ACQUISITION




                                                                         3
Bridging the Gap between Business and IT


                                                PROBLEM   CHANGE
SERVICE DESK



                                                                       CONFIGURATION
                                  INCIDENT


                                                                              KNOWLEDGE

               SERVICE CATALOG
                  AND REQUEST
                                                                                   SERVICE LEVEL


                          MESSAGE BUS                                     MESSAGE BUS

                APPLICATION                                                            VIRTUALIZATION
MONITOR




               USER EXPERIENCE
                                                                                 STORAGE



                                 CLOUD                                    DCIM

                                         DATABASE             SERVER
                                                    NETWORK




                                                                                                        4
CA Nimsoft MSP Center of Excellence


                                                             Areas of Focus:
                                                    • Service Catalog
• Team of individuals focused solely on the         • Pricing and Packaging
  Business Enablement of our Service Provider
  partners                                          • Contracting
• Focused in supporting the growth of our service   • Onboarding
  provider partners by delivering advisory and      • Service Level Agreements
  enablement services to sustain momentum and
  success                                           • Service Offering Launch
• Core Principles of the COE:                       • Marketing Collateral
  ₋ We succeed only when you succeed                • Sales Enablement & Training
  ₋ How you define success is unique
                                                    • Demonstrating Value
  ₋ Simple doesn’t mean basic
                                                    • Avoiding Commoditization




                                                                                    5
About 4-Profit




                                             Helping Solution Providers find
                                        their chosen destination on purpose

Market Focus        Guiding and inspiring business leaders to reach their "chosen" business destination

Types of Services         •   Business Assessments
Offered                   •   Business Coaching for Owners and Managers
                          •   Strategic Planning & CEO Development
                          •   Candidate Recruitment & Hiring Strategies
                          •   Business, Sales, Operations and Marketing Peer Groups
                          •   Workshop Training and Speaking Engagements




                                                                                            6
Nature of your Business Today


                  Your Vendor Brands are Your Brand




                                                      7
Nature of your Business Today




                        Vendor                                      You – The IT Reseller
   Creates product                                      Resell vendors’ product – installs & supports

   Creates value proposition                            Follows vendors’ lead

   Creates brand awareness                              Follows vendors’ lead

   Creates and invests in marketing programs            Markets vendors product typically as part of MDF
                                                        or other vendor paid funds
   Generates leads                                      Takes leads from vendors

   Help close deals from leads                          Closes deals – heavily relies on vendor for support

   Provides reseller with product training, technical   Attends vendor training, certifies technicians,
   escalation, collateral, pricing guidelines,          provides installation and support services
   certification, etc.




                                                                                                    8
9
Microsoft Office 365


             35+ Case Studies most with video testimonials



             9 dedicated product detail pages all with videos & detailed info




             Many, many online product demos



             Cost calculator



             Plan decision tools




                                                                                10
Microsoft Training




   Technical                           Sales

   •   Deployment guides               •   Self Paced training guide
   •   Performance and tuning guides   •   Proposal templates
   •   How to videos                   •   Sizing tools….
   •   Virtual labs




                                                                       11
Your ‘Service’ is your Product
Be like a vendor and bring your service (aka product) to market




                               Relax, IT is Done.
    Our Services                                                  Get Started Now!




                                                            IT
                                                    IT

                                                                  Experienced.
                                                                  Reliable.
                                                                  Our People
                   Tips for Managing IT




                                                                    12
The Typical MSP NOT Thinking like a Vendor



   1 Marketing Slick

   1 proposal/agreement/SLA

   No training

   No case studies

   No testimonial

   No pricing tools

   No experts

   No lead generation activities

                                   = No Sales Success


                                                   13
Time To Put Your Vendor Hat On



                                 14
Nature of your Business Tomorrow


                     You Lead With Your Brand




                                                15
Nature of your Business Tomorrow




            You – The Service Provider                                       Vendor
   Creates service offering(s)/product                   Products support your service offering(s)

   Creates value proposition                             Products are a piece of your value proposition

   Creates brand awareness                               Creates their brand awareness

   Creates and invests in marketing programs             May provide marketing support for your service
                                                         offerings
   Generates leads                                       May still provide leads though as your secondary
                                                         source
   Close deals from leads                                May provide support in closing deals

   Provides your team with product training, sales       May provide supporting training and
   training, technical escalation, collateral, pricing   documentation
   guidelines, etc.



                                                                                                 16
How Do You Become a Vendor?




                Develop an MSP Task team to launch YOUR productized service

                Develop your service offering

                Productize your service
  HOW?
                Build your brand

                Generate interest/leads

                Continuously improve




                                                                 17
Developing Your MSP Task Force




                                                    You




     Sales                 Service               Marketing             Finance              Operation




      •   Individuals that have a solid understanding of your market as well as your skill sets
      •   Sales reps that are always open for new solutions
      •   Engineers with a solid understanding of managed / cloud services along with a sales
          skillset
      •   People that can build the processes you will need to succeed
      •   Individuals who have proven training skills (leverage for future training and development)




                                                                                                18
MSP Task Force– What do they do?



               Develop & productize initial service offering

              • Build the processes needed to deliver your service offering
              • Perform the initial sales efforts
              • Evangelize the product internally and externally.




     Support the service offering moving forward
    • Help sales teams with customer engagements
    • Understanding customers’ needs and ensuring that your offerings
      continue to meet them




                                                                              19
Developing Your Service Offering



   Know Your Product / Service and the Value to Your Customers




                             Your Service !                                        Value to Your Customer




                          Stabilize            Monitor                   24 x 7           Increased Productivity
    Assess
                          & Secure             & Manage                  Support          & Profitability




   Clear definition of your services should be in your Service Catalog




                                                                                              20
Developing Your Service Offering




                          PRODUCTIZE
                          YOUR SERVICE


                      •   Develop supporting sales & technical documentation
                      •   Develop supporting processes from sales, through legal,
                          delivery, billing and account management




                                                                      21
Developing Your Service Offering

                  Develop a new service/product checklist to ensure all components of service offering are created
                            Check out our upcoming webinar on “Developing your 1st Service Offering”
                  GENERAL INFO             NEW PRODUCT                                           COMMENTS

Organizational chart update/requirements        6          First round has been completed will need to re-evaluate a later date
Practice business plan/goals identified         7          Business plan is at vision stage will need to put budgetary numbers in place
SALES & MARKETING
Unique value proposition                        5
Market opportunity                              10
Vertical market opportunity                     10         Foundation will bring a vertical of non-profits in
Elevator pitch                                  7          Need to get more details to see if the current rep has a specific recurring serve
Sales compensation plan                         3
Documented sales process                        1
Sales training process                          1
Sales team trained on on product                1
1st call script                                 3
Pre-sales/customer network assesment             3
Sales proposal                                  2
Sales presentation                              2          Jason is working on this one now
Marketing collateral                            7          Need to review




                                                                                                                              22
“Productizing” Categories


         General
                      Business Plan, Org Chart, etc.
         Info

         Sales &
                      Sales Processes, collateral, proposals, etc.
         Marketing

         Finance &
                      Service agreements, billing processes, licensing, etc..
         Legal

         Technology   Ensure technology is scalable, fault tolerant, ..


         Service
                      Core support process, customer satisfaction, employee training,
         Processes

         Pilot
                      Test offering viability, create case studies, refine processes..
         Program




                                                                                         23
New Product/Service Checklist


             GENERAL INFO                  NEW PRODUCT   COMMENTS

Organizational chart update/requirements
Practice business plan/goals identified
SALES & MARKETING
Unique value proposition
Market opportunity
Vertical market opportunity
Elevator pitch
Sales compensation plan




         Checklist Categories include:

                 General Info
                 Sales & Marketing
                 Finance & Legal
                 Technology
                 Service Processes
                 Pilot Program


                                                                    24
New Product/Service Checklist

             GENERAL INFO                   NEW PRODUCT                                             COMMENTS

Organizational chart update/requirements          6           First round has been completed will need to re-evaluate a later date
Practice business plan/goals identified           7           Business plan is at vision stage will need to put budgetary numbers in place
SALES & MARKETING
Unique value proposition                          5
Market opportunity                                10
Vertical market opportunity                       10          Foundation will bring a vertical of non-profits in
Elevator pitch                                    7           Need to get more details to see if the current rep has a specific recurring serve
Sales compensation plan                           3
Documented sales process                          1
Sales training process                            1
Sales team trained on on product                  1



         Use the following guidelines when completing the “New Product” column:

                 “10” Benchmark – Best effort with current resources and capital
                 “7” Average – Working well but could use some improvement
                 “5” Weak – Likely to be increasingly detrimental without change
                 “3” Poor – Highly detrimental to this business area
                 “1” Deficit – Risky/barrier to success
                 “N/A” – Does not apply to this product/service


                                                                                                                                 25
Create Your Project Plan

     OWNER                ASSOCIATES        TASK (highlight strategic in yellow)      COMPLETE TARGET         STATUS

Sales & Marketing Tasks
                              Jerry               Define Sales Process                      Q3           Not Started
                              Jerry              Develop Sales Proposal                     Q3               In Progress
Finance & Legal Tasks
                               Beth           New contract billing process                  Q1           Not Started
                               Beth             Contract change process                     Q2           Not Started
                               Beth           Contract termination process                  Q3           Not Started
Technology
                     Deployment Team                 Ensure scalable                        Q1               Completed
                     Deployment Team             Ensure high availability                   Q1           Not Started
                     Deployment Team   Ensure licensing can be tracked and is legal         Q1           Not Started
Service Offering / Delivery
                              John           Change Management Process                      Q2           Not Started
                               Fred    Patch & Configuration Management Process             Q3           Not Started
                               Beth    Ensure licensing can be tracked and is legal         Q2           Not Started
                              Jeremy          Review and Analysis Process                   Q3           Not Started
                              Jeremy            Quarterly Review Process                    Q3           Not Started




                                                                                                        26
Update Checklist and Keep Moving On




                  GENERAL INFO             NEW PRODUCT                                         COMMENTS

Organizational chart update/requirements        6        First round has been completed will need to re-evaluate a later date
Practice business plan/goals identified         7        Business plan is at vision stage will need to put budgetary numbers in place
SALES & MARKETING
Unique value proposition                        5
Market opportunity                             10
Vertical market opportunity                    10        Foundation will bring a vertical of non-profits in
Elevator pitch                                  7        Need to document and make sure everyone
Sales compensation plan                         8        Need to get more details to see if the current rep has a specific recurring serve
Documented sales process                        7
Sales training process                          7
Sales team trained on product                   6
1st Call Script                                 5




                                                                                                                            27
A MSP Thinking like a Vendor




   Expert Team                     • To support your sales efforts

   Full marketing initiative
                                   • Generating leads

   Detailed sales process
                                   • All supporting collateral ready
                                   • Sales training program
   Customer case studies and
   testimonials


   Detailed process for selling,
   delivering and support your
   service offering
                                             = Sales Success


                                                                       28
Developing Your Sales Leads


  You are now marketing YOUR Product / Service NOT your vendors’
     •   Create a marketing plan for your new product/service
     •   Develop your own lead generation strategy


  View our upcoming webinars on:
     •   “Creating a Marketing Plan”
     •   “Selling Managed Services”




                                                                   29
What’s Next




           You won’t get
           everything right the
           1st time
                                  Leverage your experts
                                   to expand your sales
                                                  force
                                      • Sales training
                                      • Technical training
                                      • Process improvements
  Focus on continuous                 • Customer Satisfaction
  improvements                          improvements




                                                          30
Webcast Series




                                                      •   Building your MSP – Self Assessment - developing your plan
                                                      •   Building your MSP – Creating and developing your offering
 •   Why do your customers need managed services?
                                                      •   Building your MSP – Pricing and packaging your offering
 •   Why you need to get in the game or be left out
                                                      •   Building your MSP – Developing your service delivery engine
 •   The managed service model, explained
                                                      •   Growing your MSP – Developing a marketing plan
 •   The 5 fallacies of doomed MSPs
                                                      •   Growing your MSP – Developing a sales strategy
                                                      •   Growing your MSP – Creating a scalable MSP practice




                                                                                                     31
Where Can I Get More Information?



             CA Nimsoft                            4-Profit

       www.nimsoft.com/mspzone                  www.4-profit.com


       Socialize with CA Nimsoft!          Socialize with 4-Profit!

        @nimsoft                             @4profitWay

        facebook.com/Nimsoft                 linkedin.com/company/4-profit

        linkedin.com/company/Nimsoft/

        slideshare.net/NimsoftMonitoring

        youtube.com/user/Nimsoft




                                                                       32
Thank You

           Contact Us
  Email: lane@4-profit.com
Email: ken.vanderweel@ca.com

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Managed Services - Becoming a Vendor

  • 1. Managed Services Becoming a Vendor Lane Smith Ken Vanderweel 2012
  • 2. Introductions Ken Vanderweel Lane Smith Sr. Director, Business Coach Global Service Providers 4-Profit Inc. CA Nimsoft 2
  • 3. About CA Nimsoft First to Unified Monitoring First to Full Featured SaaS First to Usage Monitoring First to Datacenter Power First to Vblock Monitoring First to Unified IT Management GROWTH MOMENTUM: NIMSOFT SINCE ACQUISITION 3
  • 4. Bridging the Gap between Business and IT PROBLEM CHANGE SERVICE DESK CONFIGURATION INCIDENT KNOWLEDGE SERVICE CATALOG AND REQUEST SERVICE LEVEL MESSAGE BUS MESSAGE BUS APPLICATION VIRTUALIZATION MONITOR USER EXPERIENCE STORAGE CLOUD DCIM DATABASE SERVER NETWORK 4
  • 5. CA Nimsoft MSP Center of Excellence Areas of Focus: • Service Catalog • Team of individuals focused solely on the • Pricing and Packaging Business Enablement of our Service Provider partners • Contracting • Focused in supporting the growth of our service • Onboarding provider partners by delivering advisory and • Service Level Agreements enablement services to sustain momentum and success • Service Offering Launch • Core Principles of the COE: • Marketing Collateral ₋ We succeed only when you succeed • Sales Enablement & Training ₋ How you define success is unique • Demonstrating Value ₋ Simple doesn’t mean basic • Avoiding Commoditization 5
  • 6. About 4-Profit Helping Solution Providers find their chosen destination on purpose Market Focus Guiding and inspiring business leaders to reach their "chosen" business destination Types of Services • Business Assessments Offered • Business Coaching for Owners and Managers • Strategic Planning & CEO Development • Candidate Recruitment & Hiring Strategies • Business, Sales, Operations and Marketing Peer Groups • Workshop Training and Speaking Engagements 6
  • 7. Nature of your Business Today Your Vendor Brands are Your Brand 7
  • 8. Nature of your Business Today Vendor You – The IT Reseller Creates product Resell vendors’ product – installs & supports Creates value proposition Follows vendors’ lead Creates brand awareness Follows vendors’ lead Creates and invests in marketing programs Markets vendors product typically as part of MDF or other vendor paid funds Generates leads Takes leads from vendors Help close deals from leads Closes deals – heavily relies on vendor for support Provides reseller with product training, technical Attends vendor training, certifies technicians, escalation, collateral, pricing guidelines, provides installation and support services certification, etc. 8
  • 9. 9
  • 10. Microsoft Office 365 35+ Case Studies most with video testimonials 9 dedicated product detail pages all with videos & detailed info Many, many online product demos Cost calculator Plan decision tools 10
  • 11. Microsoft Training Technical Sales • Deployment guides • Self Paced training guide • Performance and tuning guides • Proposal templates • How to videos • Sizing tools…. • Virtual labs 11
  • 12. Your ‘Service’ is your Product Be like a vendor and bring your service (aka product) to market Relax, IT is Done. Our Services Get Started Now! IT IT Experienced. Reliable. Our People Tips for Managing IT 12
  • 13. The Typical MSP NOT Thinking like a Vendor 1 Marketing Slick 1 proposal/agreement/SLA No training No case studies No testimonial No pricing tools No experts No lead generation activities = No Sales Success 13
  • 14. Time To Put Your Vendor Hat On 14
  • 15. Nature of your Business Tomorrow You Lead With Your Brand 15
  • 16. Nature of your Business Tomorrow You – The Service Provider Vendor Creates service offering(s)/product Products support your service offering(s) Creates value proposition Products are a piece of your value proposition Creates brand awareness Creates their brand awareness Creates and invests in marketing programs May provide marketing support for your service offerings Generates leads May still provide leads though as your secondary source Close deals from leads May provide support in closing deals Provides your team with product training, sales May provide supporting training and training, technical escalation, collateral, pricing documentation guidelines, etc. 16
  • 17. How Do You Become a Vendor? Develop an MSP Task team to launch YOUR productized service Develop your service offering Productize your service HOW? Build your brand Generate interest/leads Continuously improve 17
  • 18. Developing Your MSP Task Force You Sales Service Marketing Finance Operation • Individuals that have a solid understanding of your market as well as your skill sets • Sales reps that are always open for new solutions • Engineers with a solid understanding of managed / cloud services along with a sales skillset • People that can build the processes you will need to succeed • Individuals who have proven training skills (leverage for future training and development) 18
  • 19. MSP Task Force– What do they do? Develop & productize initial service offering • Build the processes needed to deliver your service offering • Perform the initial sales efforts • Evangelize the product internally and externally. Support the service offering moving forward • Help sales teams with customer engagements • Understanding customers’ needs and ensuring that your offerings continue to meet them 19
  • 20. Developing Your Service Offering Know Your Product / Service and the Value to Your Customers Your Service ! Value to Your Customer Stabilize Monitor 24 x 7 Increased Productivity Assess & Secure & Manage Support & Profitability Clear definition of your services should be in your Service Catalog 20
  • 21. Developing Your Service Offering PRODUCTIZE YOUR SERVICE • Develop supporting sales & technical documentation • Develop supporting processes from sales, through legal, delivery, billing and account management 21
  • 22. Developing Your Service Offering Develop a new service/product checklist to ensure all components of service offering are created Check out our upcoming webinar on “Developing your 1st Service Offering” GENERAL INFO NEW PRODUCT COMMENTS Organizational chart update/requirements 6 First round has been completed will need to re-evaluate a later date Practice business plan/goals identified 7 Business plan is at vision stage will need to put budgetary numbers in place SALES & MARKETING Unique value proposition 5 Market opportunity 10 Vertical market opportunity 10 Foundation will bring a vertical of non-profits in Elevator pitch 7 Need to get more details to see if the current rep has a specific recurring serve Sales compensation plan 3 Documented sales process 1 Sales training process 1 Sales team trained on on product 1 1st call script 3 Pre-sales/customer network assesment 3 Sales proposal 2 Sales presentation 2 Jason is working on this one now Marketing collateral 7 Need to review 22
  • 23. “Productizing” Categories General Business Plan, Org Chart, etc. Info Sales & Sales Processes, collateral, proposals, etc. Marketing Finance & Service agreements, billing processes, licensing, etc.. Legal Technology Ensure technology is scalable, fault tolerant, .. Service Core support process, customer satisfaction, employee training, Processes Pilot Test offering viability, create case studies, refine processes.. Program 23
  • 24. New Product/Service Checklist GENERAL INFO NEW PRODUCT COMMENTS Organizational chart update/requirements Practice business plan/goals identified SALES & MARKETING Unique value proposition Market opportunity Vertical market opportunity Elevator pitch Sales compensation plan Checklist Categories include: General Info Sales & Marketing Finance & Legal Technology Service Processes Pilot Program 24
  • 25. New Product/Service Checklist GENERAL INFO NEW PRODUCT COMMENTS Organizational chart update/requirements 6 First round has been completed will need to re-evaluate a later date Practice business plan/goals identified 7 Business plan is at vision stage will need to put budgetary numbers in place SALES & MARKETING Unique value proposition 5 Market opportunity 10 Vertical market opportunity 10 Foundation will bring a vertical of non-profits in Elevator pitch 7 Need to get more details to see if the current rep has a specific recurring serve Sales compensation plan 3 Documented sales process 1 Sales training process 1 Sales team trained on on product 1 Use the following guidelines when completing the “New Product” column: “10” Benchmark – Best effort with current resources and capital “7” Average – Working well but could use some improvement “5” Weak – Likely to be increasingly detrimental without change “3” Poor – Highly detrimental to this business area “1” Deficit – Risky/barrier to success “N/A” – Does not apply to this product/service 25
  • 26. Create Your Project Plan OWNER ASSOCIATES TASK (highlight strategic in yellow) COMPLETE TARGET STATUS Sales & Marketing Tasks Jerry Define Sales Process Q3 Not Started Jerry Develop Sales Proposal Q3 In Progress Finance & Legal Tasks Beth New contract billing process Q1 Not Started Beth Contract change process Q2 Not Started Beth Contract termination process Q3 Not Started Technology Deployment Team Ensure scalable Q1 Completed Deployment Team Ensure high availability Q1 Not Started Deployment Team Ensure licensing can be tracked and is legal Q1 Not Started Service Offering / Delivery John Change Management Process Q2 Not Started Fred Patch & Configuration Management Process Q3 Not Started Beth Ensure licensing can be tracked and is legal Q2 Not Started Jeremy Review and Analysis Process Q3 Not Started Jeremy Quarterly Review Process Q3 Not Started 26
  • 27. Update Checklist and Keep Moving On GENERAL INFO NEW PRODUCT COMMENTS Organizational chart update/requirements 6 First round has been completed will need to re-evaluate a later date Practice business plan/goals identified 7 Business plan is at vision stage will need to put budgetary numbers in place SALES & MARKETING Unique value proposition 5 Market opportunity 10 Vertical market opportunity 10 Foundation will bring a vertical of non-profits in Elevator pitch 7 Need to document and make sure everyone Sales compensation plan 8 Need to get more details to see if the current rep has a specific recurring serve Documented sales process 7 Sales training process 7 Sales team trained on product 6 1st Call Script 5 27
  • 28. A MSP Thinking like a Vendor Expert Team • To support your sales efforts Full marketing initiative • Generating leads Detailed sales process • All supporting collateral ready • Sales training program Customer case studies and testimonials Detailed process for selling, delivering and support your service offering = Sales Success 28
  • 29. Developing Your Sales Leads You are now marketing YOUR Product / Service NOT your vendors’ • Create a marketing plan for your new product/service • Develop your own lead generation strategy View our upcoming webinars on: • “Creating a Marketing Plan” • “Selling Managed Services” 29
  • 30. What’s Next You won’t get everything right the 1st time Leverage your experts to expand your sales force • Sales training • Technical training • Process improvements Focus on continuous • Customer Satisfaction improvements improvements 30
  • 31. Webcast Series • Building your MSP – Self Assessment - developing your plan • Building your MSP – Creating and developing your offering • Why do your customers need managed services? • Building your MSP – Pricing and packaging your offering • Why you need to get in the game or be left out • Building your MSP – Developing your service delivery engine • The managed service model, explained • Growing your MSP – Developing a marketing plan • The 5 fallacies of doomed MSPs • Growing your MSP – Developing a sales strategy • Growing your MSP – Creating a scalable MSP practice 31
  • 32. Where Can I Get More Information? CA Nimsoft 4-Profit www.nimsoft.com/mspzone www.4-profit.com Socialize with CA Nimsoft! Socialize with 4-Profit! @nimsoft @4profitWay facebook.com/Nimsoft linkedin.com/company/4-profit linkedin.com/company/Nimsoft/ slideshare.net/NimsoftMonitoring youtube.com/user/Nimsoft 32
  • 33. Thank You Contact Us Email: lane@4-profit.com Email: ken.vanderweel@ca.com