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IT Services Solutions

Automate technician onboarding, certification tracking, and service delivery workflows for MSPs and IT service providers using ConnectWise, Autotask, and Google Workspace.

Every MSP owner I talk to describes the same paradox: they sell IT efficiency to their clients while running their own operations on duct tape and manual processes. They’re the cobbler’s children — helping everyone else modernize while their own back office runs on tribal knowledge, ad-hoc spreadsheets, and the prayer that a critical certification doesn’t expire unnoticed.

The managed services model is demanding. You’re responsible for uptime, security, and compliance across dozens (or hundreds) of client environments. Yet the operational infrastructure supporting all of that — onboarding new techs, tracking certifications, monitoring SLA performance — is often held together by one person who “just knows” how everything works.

When that person goes on holiday, the whole operation wobbles.

The $8,000 Certification Gap

Here’s a number that keeps MSP owners up at night: the average cost of a failed compliance audit due to lapsed certifications is $8,000-$15,000 in remediation, client penalties, and lost contract renewals. And that’s before you factor in the reputational damage.

CompTIA research shows that 91% of employers say IT certifications play a key role in hiring decisions, and increasingly, enterprise clients require MSPs to maintain specific certification levels as a condition of their managed services contracts. Microsoft partner requirements alone mandate a certain number of certified professionals to maintain Gold or Solutions Partner status.

Yet most MSPs track certifications in a spreadsheet that someone updates “when they remember.” Expiry dates slip. Technicians forget to renew. The operations manager discovers a gap when a client asks for proof of compliance.

The math is straightforward: if you have 15 technicians each holding 3-4 certifications, that’s 45-60 expiry dates to track. Without automation, it’s a statistical certainty that something will lapse.

Start Here: Never Let a Certification Lapse

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The Onboarding Bottleneck

The IT services industry has a turnover rate of 25-30% annually. For a 20-person MSP, that means onboarding 5-6 new technicians every year. Each one needs tool access, client-specific knowledge, certification pathways, and supervised ramp-up before they’re productive.

Most MSPs handle this with a verbal handoff: “Shadow Mike for a week, he’ll show you everything.” Mike, of course, is already overloaded with tickets. The new tech gets fragments of knowledge, misses critical client-specific procedures, and makes avoidable mistakes during their first solo tickets.

The real cost isn’t the training time — it’s the 60-90 day ramp period where a new technician is operating at 40-60% productivity while still consuming a full salary. If your average technician costs $75,000 annually and they’re at half productivity for three months, that’s roughly $9,400 in lost productivity per hire. Multiply by 5-6 hires per year.

Structured onboarding with automated checklists, scheduled mentor sessions, and progress tracking cuts ramp time by 30-40%. The technician knows exactly what’s expected. The manager knows exactly where they stand. Nobody falls through the cracks.

Automate Technician Onboarding

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The SLA Tightrope

SLA breaches are relationship killers. A single missed response time can trigger a difficult conversation with a client who’s paying $5,000-$20,000 per month for “guaranteed” service levels. Repeated breaches become contract cancellation conversations.

Industry data shows that 68% of clients who leave an MSP cite poor responsiveness as a primary factor — not technical incompetence, but the feeling that their issues aren’t being handled promptly. The technology works fine. The communication and follow-through are what fail.

Most MSPs know their SLA targets. Few can tell you their actual compliance rate in real time. They find out about breaches after the fact — when the client complains, or when someone runs a quarterly report and discovers the numbers are worse than expected.

The gap between “knowing your SLAs” and “actively monitoring them in real time” is the difference between MSPs that retain clients for 5+ years and those that churn through their book every 18 months.

Monitor SLA Compliance in Real Time

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What High-Performing MSPs Do Differently

The MSPs I’ve seen grow past the $2M revenue mark without proportionally growing headcount all share one trait: they’ve systematized the operational workflows that most companies leave to individual heroics.

Onboarding isn’t dependent on who’s available to mentor. Certifications don’t lapse because someone forgot to check the spreadsheet. SLA tracking isn’t a quarterly surprise — it’s a daily dashboard. Client documentation doesn’t live in one person’s head.

These aren’t technology companies building custom software. They’re service businesses that connected the tools they already use — ConnectWise, Gmail, Google Sheets, Google Calendar — into workflows that run without constant human supervision.

The goal isn’t to replace technicians with automation. The goal is to free your technicians from administrative overhead so they can focus on what they’re actually good at: solving technical problems and building client relationships.

The articles below dive deeper into specific operational challenges facing IT service providers and how to address them systematically.

Common Tools in IT Services

ConnectWiseAutotaskFreshserviceGmailGoogle SheetsGoogle Calendar

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