Using Autotask to Manage Profitability
description
Transcript of Using Autotask to Manage Profitability
![Page 1: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/1.jpg)
Using Autotask to Manage Profitability
Bruce Penson - Pro Drive IT
![Page 2: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/2.jpg)
Service efficiency – Data Entry
![Page 3: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/3.jpg)
Service efficiency – reporting
![Page 4: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/4.jpg)
Service efficiency – Analysis
IDENTIFYTRENDS
ANALYSE IMPROVEMENTPLAN
![Page 5: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/5.jpg)
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
![Page 6: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/6.jpg)
Pro Drive example – recurring services
![Page 7: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/7.jpg)
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 %
![Page 8: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/8.jpg)
Pro Drive example – professional services
![Page 9: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/9.jpg)
Results
Measured results
40% reduction in time on managed service contracts Consistent profitability on fixed price contracts Improved client satisfaction
![Page 10: Using Autotask to Manage Profitability](https://reader033.fdocuments.us/reader033/viewer/2022061121/546e9b8baf795967298b57eb/html5/thumbnails/10.jpg)
Certified Consulting Partner
Bruce Penson - [email protected]
Live Report writing
Training Automation
Business process
ImplementationIntegration