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Good morning. Welcome to today's CIT Tech for Business podcast. Today we're sitting

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down with Kyle and Rob to discuss what to consider when hiring an MSP. Just a little

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moment to introduce myself. I know this is our fifth Tech for Business podcast. I'm Kelsey.

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I'm part of our marketing team and I'm going to be asking these guys just a couple questions

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help us keep centered from all of our tangents that we love to have. But I'm going to kick

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it right over to you guys. Why don't you guys give us your first name, your title, and then

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we'll dive right into it. Thanks Kelsey. My name is Kyle Eder. I am the president and

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CEO at CIT. Hey, good morning. I'm Rob Kramer. I am director of managed services at CIT.

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Awesome. Thank you both as I kind of led us into in our intro talking about MSPs this

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morning. Managed service providers. What are those? Well, that's a great question. To different

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people, managed service providers means different things. But in general, a managed service

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provider is an organization that you can call that's going to help answer computer questions

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for your users. Whether that's, you know, how do I install this Microsoft application?

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How do I print? I'm having problems printing. Can you fix it for me? Sometimes it's more

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important to talk about what they're not and we can get into that in just a little bit.

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Yeah, I think you can just add to that a little bit. So there's agreement. Typically, it's

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a monthly recurring fee, usually based on users or devices that you have to support

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your IT infrastructure. So as Rob mentions, obviously, there's typically help desk, there's

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technical expertise provided by the MSP partner that you choose. And then there's a set of

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tools, typically automation, to help control costs as well as bring in management framework

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for how you manage your IT infrastructure. So it usually provides us some software for

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management for things like patching of Microsoft patching, patching of what we call third party

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applications, your web browsers, different components, making sure that things are up

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or down, servers or firewalls are key components in your IT infrastructure to automatically

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monitor for their status, as well as other things like how much disk space is in use,

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is the processor running high CPU usage, those types of things. So you have a lot of metrics

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and other things that get gathered by those tools. So very valuable, but it's a combination

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of obviously trained and experienced IT personnel, plus software and services and a monthly agreement

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is at a high level, what it is, it definitely varies by vendor or by MSP on how they package

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it. But it's the end of the day, that's kind of sums up what it is.

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Awesome. That makes sense. It's still a lot of things right, right out of the gate that

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you're like, we could do a million things for you. Congratulations. And some of these

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are going to have acronyms just like the name of it. But you guys briefly mentioned, right,

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these are all the things that MSP can do. Kind of made my brain go. Are MSPs just local

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companies or can they be bigger organizations that tend to have more outsourcing? What's

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kind of the range of where you can find MSPs and where they're located?

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You can find them everywhere. You got MSPs that are anything from a one or two person

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company that support small groups within their area. It's a very large national organizations

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that have thousands of engineers spread across the world. And the trick is finding the one

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that's right fit for you. Somebody who's going to be well suited to your organization, who

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can really partner with you, learn your ins and outs of your unique environment and help

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support you on that. So small or large, there's advantages in both directions. Finding the

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right fit is really what's important.

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That makes perfect sense in launches. Right into my next question, how do you find one

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with all of those options out there?

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That's a great question. I guess I'd start off with looking at some of the common options,

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asking friends or colleagues who they've worked with, if they have any recommendations. Because

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finding somebody that somebody else is willing to recommend usually is a good indicator that

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they're a solid company, that they're going to do a good job supporting your environment.

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Going to Google and just typing in a search and just randomly calling somebody, you don't

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know what you're going to get. You could be getting a one person shop out of 10 buck two

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and they don't know your environment, they don't know your industry. And when they go

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on vacation, you still lose your support. So sometimes you're looking for that organization

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that's just the right size, that they have enough engineers. When somebody's on vacation,

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you still get to call and you still get to talk to somebody, you still get support. But

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they're not so big that you're just a small fish in a big pond, if you will, that they

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Store authority were the right one to hire and replace. So you may need to build

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don't really know anything about you. They don't learn your environment. It's just another

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person calling you. You could just as well be calling a manufacturer someplace and talking

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one up for yourself. So as soon as you find someone you know who's been building a Man

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to a help desk in India. You don't really know. So finding that right organization,

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so-so

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Asking around, asking, like I said, asking your peers, asking other organizations in your industry

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asking around, like I said, asking your peers, asking other organizations in your industry

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if they're using a master's provider, who they've used and who they like is probably one of your

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really strong indicators of a good place to start. Yeah, that's what I was going to say too. I think

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the referral side is always a strong aspect. As mentioned, there are national ones.

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You know, being a local provider, you're going to be slanted towards believing there's a lot of value

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in the local provider just because from what we've seen over the years, just being remote

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is not enough. You know, there is definitely times, you know, you need to be on site, you want to be

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on site, you want to make the connection. It's going to, there's things you need to do to keep,

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you know, upgrading on the systems and other components and it's just, you know, nearly

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impossible to just, you can't do it all remote. It just, if you have on site support to handle

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those things and you just need some augmentative, then possibly, you know, a national provider could

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fill the need for you. But in many cases where you're truly looking for, you know, an IT partner

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that can be more holistic and usually find from the customers we work with, you know, the intention

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or the expectation is that they're looking for, you know, on site, remote, you know, the whole gamut,

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you know, the whole end game is to say they want IT working and keep the systems, keep their users

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productive and, you know, quite often, you know, a local provider I think provides a little more

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closer relationship, closer alignment with what the customers are actually expecting.

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Oh, that makes perfect. Oh, sorry, Rob, go ahead. Well, I was just going to add a little bit to that,

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you know, Kyle makes an excellent point and that is, you know, managed service providers,

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as we are, we gather a ton of data. We learn a lot about the customer's environments

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and one of the things that that lends itself to is really looking towards the future and as we move

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forward, you know, what's going to be the best fit for the customer in the future? Do they need to be

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looking at a specific type of technology or something, you know, that's coming down the line

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or do we need to make some changes to their system to optimize it? Having that holistic coverage where

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you actually have engineers who can come on site and can have that hands-on expertise for you

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really kind of fills out that managed service desk environment and allows you to kind of have

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the other side of it. So if you don't have that local IT presence and you need that kind of help,

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looking for a provider that has kind of that full package is going to be very important to you.

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Now that makes perfect sense and just really, really quickly that kind of brought up the question,

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right, that say I'm a customer and of course in today's world I'm hybrid or a lot of my workers

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are remote and yes, it's great to have somebody on site, but how does that work? Let's say that I

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have, right, employees that are all working from their homes, somebody's in Hawaii, somebody's here,

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would a local MSP still be able to provide the support that I need?

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Yeah, actually very, very effectively and if you're the type of organization who may have a local

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network administrator with an organization like ours, we'll give you access to the tools. So you

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can actually use our tools to help support your remote users wherever they have to be. So just

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like we use it to help remote in and shadow somebody's screen and solve a problem, a local

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IT person could use that same tool to do that work as well. So yeah, it is very effective. Having the

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knowledge of the organization, learning about their unique software and applications and how their

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users need to function really is more critical than where they're sitting. You know, when the

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pandemic hit, we saw this mass migration to this hybrid environment and those organizations who had

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some pre-planning for that, who had some users who traveled from time to time, had some ability to

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work remotely, actually were able to make that transition very easily. So it's very, very

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important. And organizations who are fairly static, very in-house, they had to scramble a little bit

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and they had to lean pretty heavily on people like their managed service provider to help them

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figure out how to get their users out to the house and still be able to do what they need to do. And

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it was a very interesting time to see how different organizations reacted in that.

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Yeah, very much so. And I also think that the tools themselves give such ease of access to

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get to those devices, but to have a local provider that can prep those devices and have them sent to

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those remote workers when they are ready for upgrades, we see a lot of synergy and a lot of

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value in that as well. Just the consistency of the support provider to understand the nuances

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that everybody's IT systems has. Nothing is a one-size-fits-all IT. It never is. They're

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never the same. So the way that they prefer to have their devices set up and what the users

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expectation is of the workstation when they receive it needs to be planned out accordingly.

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So when you send it to that remote worker, you want them to be as productive as fast as possible.

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And we find a lot of synergy in pre-prep, pre-imaging, even with cloud-connected desktops

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and Azure AD and those things. You want to go through some prep on those devices before they

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go to the users. And I think a national provider have very difficult time executing on that.

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I smell a future podcast coming there about prepping devices.

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That could be a whole nother 30-minute discussion. So yes, we'll tuck that one in our pocket for a

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future one. But let's say that I am a customer. I have X number of employees. Is there a certain

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number of employees that when I'm interviewing an MSP, I should say, yes, you're going to be a good

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fit or no, I'm either too big for you or you're too big for me. Do you guys tend to come across

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that when talking with people? Kyle can speak a little bit to that probably more than I can,

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as he's in a lot of those pre-meetings. But if I look at the kind of customers that we have,

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we have a lot of customers from very small, 5, 10 users, all the way up to several hundred users.

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So does that mean that one size fits all? No. But there is a point I think you will find

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that you need to know the organization you're partnering with has the back end infrastructure

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capacity to handle the types of issues you're going to have, that they have the training and

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stuff you need. A lot of large organizations will tend to get a little bit more complex.

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They may very well have a more advanced environment. And if you're working with a

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MSP that's a little on the smaller side, they may not have the breadth of experience and knowledge

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that you're looking for. So yeah, it is an important question to ask. Does that mean that

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one organization can't service both? No. Like I said, we have many customers that kind of span

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the environment size. Would I want to take on a 10,000 user organization? I don't think I'd be

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ready for that. I think I'd have questions whether or not we have the capacity to handle the number

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of calls and stuff. But that doesn't mean it's not possible. It really depends on the environment,

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what their expectations are. So yeah, I think it's, you know, again, there is no one size fits all

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on this side of it. It's how it's the role the MSP provides can be adjusted accordingly. The smaller

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organizations, Rob said, once you're, you know, you're typically less than, you know, 50 full time

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employees, you know, an MSP essentially could be your IT department. You know, they handle the

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onsite, they provide the remote help desk, they manage the systems, they do the upgrades,

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they handle everything. As you start to get larger, and definitely more than 100 plus users,

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typically you start to see a need for an onsite IT person, somebody within the organization that is

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now a full time employee, but the MSP is augmentative. They handle projects, they handle,

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you know, keeping an eye on the systems 24 seven, they provide the management platform that that

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resource uses as an augmentative side of it. But then that employee is more focused on the users

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for the customer's productivity, as well as their data, their systems, their line of business

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applications. As you get bigger, those become complex. And I know we might talk a little bit

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about this, let's go through there is where it's a struggle for an MSP is once you get into those

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internal line of business systems, MSPs, we can't go that deep into the organization side of it.

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It's a more, you know, higher level IT support for the functioning of the desktops and the patching

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and the health of the networks and the security of the systems and those things. But once you

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get into that data, you know, having somebody on site who really understands that keeps the users

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becomes becomes very productive and most larger employees, that's where it really starts to,

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to be a need. But an MSP can provide a tremendous augmentative, consistent support that has,

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you know, for us, we're 24 by seven, I know there's other MSPs around. So looking for those that you

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have somebody on glass, you know, around the clock that can, you know, give you a call if the system's

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reporting offline that they can potentially take to make sure things are patched to give you the

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management platform to manage it. There's a tremendous value there that again, having somebody

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internally to try to build that themselves just takes them away from the core business.

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Because the MSPs do a very, very good job at that. It's what their purpose built for.

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And that was going to go. Yeah, sorry, Rob, I was gonna say,

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yeah, to Kyle's point there, you know, we're not going to know a lot of those line of business

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applications. However, for some of our customers who are kind of in that in between category,

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they don't have a local local IT person, but they have kind of a unique application.

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We proxy that we will call the vendor on their behalf, we'll get the tickets set up,

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and we'll work with the user to try and solve that problem. We don't necessarily have that

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expertise, but we can help broker the connection and help translate for you for the person on the

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technical side to the business side. So, you know, we can act as kind of an intermediary

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for those calls as well when we need to. It's a good point. Perfect. I was going to say two

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things first. Can you give an example of some of those line of business applications? Which ones

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are easier to proxy with? Which ones are maybe a red flag to be like, hey, you're going to have

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to use their support. Well, that's kind of a grab bag, but just if somebody was like, how do I look

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my applications and know whether this is going to be a problem child or if it's fairly easy?

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ERPs, CRMs, a lot of those, you know, accounting, into your accounting set,

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it kind of falls in the ERP side of it. Why don't you get into those things? I won't name

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it even by name. And obviously some things that are custom built side with it. And even some of

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it is just the data workflow that some organizations have evolved into. How they're using, you know,

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your Word and Excel documents, their file share structure. Companies have evolved over the decades

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of how they're using just, you know, unstructured data that just sits on a file share within it

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in very unique ways. You run into those things and they have very unique processes with all

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they print and share and execute a workflow within their business side of it. So, you know, it can

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be very far reaching. And for an MSP to walk in the door and just have, you know, some,

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there's no magic sauce to just say, boom, we get it. We understand everything. There's,

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it takes, you know, it takes time and certainly to go deeper into those things.

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Again, we have to rely on the vendors or somebody on site to champion those products that we can

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make sure that the systems are operational and healthy and available up to the point of then

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once it's in the application, it gets much more complex, but that just requires a lot of

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collaboration and making sure that you're talking, which I think circles back, I think the importance

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of the local, because you need that regular cadence and communication to keep everybody on the same

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page, just as you would if they were internal. You need to make sure that the teams are talking,

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whether they're external or not, you got to have that. And that's definitely what we've seen over

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the years is just the need, when we've seen things start to become problematic between our services

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and the customer, increasing the cadence between our managed team and the customer's teams,

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resolves those challenges, whether we go to a weekly call and then make sure things are

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quieted down because some system upgrade went through, there's a spike in calls, users are upset,

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customer comes upset, start talking more, miraculously things start to get back on track,

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people are collaborating better, and then you start to move forward. So it's not that much

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different than what you do internally between departments. Things aren't working, you got to

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get people meeting to resolve things, and that's, you got to look at your MSP in that way, kind of

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extension to say they don't have a crystal ball, they're not going to be able to walk in and see

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things behind the curtain. So you got to get people talking.

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One of the things that came out of that, Kyle, that came to my mind was we talked about the calls

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and the cadence and stuff with the customer. To be clear, it's not always an IT person we're talking

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to, the customer. When we're talking about those applications, who that point of contact is for the

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line of business application, sometimes that is the accounting person, sometimes that is the office

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administrator, but they have the knowledge, that local application, that there are interface locally

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on site for that support when we're troubleshooting with the vendor.

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No, that all makes perfect sense, and I know it can be right, a whole deep, dark hole of it's hard

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within 30 minutes to say, hey, here's all of the things that you can look at. But on that vein,

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if you had a really high level, say, I have a business, I'm looking at MSP, when would an MSP

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maybe not be the best fit, and when should I maybe look to hire somebody internal?

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Boy, that's a tough question. There's a lot of different things I think that play into that.

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First of all, what's your technology environment like today? Is it fairly stable? Is it functioning

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and providing the resources you need to do your business moving forward? If it's just hanging on

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by a shred of life, and it's about to die, that may not be an indication you want an MSP, but

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rather just a technology partner who can come in and help you breathe some new life into that,

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get it upgraded, get it stable, and then to maintain it going forward, you would want to

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look to an MSP, somebody who can help you as you look to the future to make sure that things are,

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again, patching it, that they're healthy, that you've got good security in place.

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And then as new things come around and we understand your business, we should be able

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to work with you during things like quarterly business reviews to say, hey, here's some things

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you should be planning for. Did you know that the Microsoft Server 2012 R2 goes into life in October

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2023? We should be planning an upgrade. We should be looking to make sure that we're staying ahead

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of this so that we can do it in a controlled manner and not get blindsided and also have to

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scramble because that's always going to put you in a bad situation. So if you're in a good situation

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today and you're just looking for that help, that security and that support to keep things

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functioning, it's a great time to start talking to an MSP. If you've got a local IT person and

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you go, you know what? This person is going to be out for a period of time. They're going to take

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some vacation. They have a personal life too. They can't always be available. I need somebody

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to help them, to augment them. That's another great reason to look for an MSP. We're not there

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to replace that IT person. We're there to be their partner, to be their henchmen, if you will, to

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help them keep that environment working. If you're coming to an MSP and saying, hey, my environment's

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a complete mess. I need somebody to straighten it all out. Somebody who's holistic like we are,

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we can work with you. We can work with your environment. We can get you upgraded and then

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transition that into our maintenance and support under managed services. So there's a lot of

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different things that can play into that. Is there one right time for every company? No.

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You kind of got to look at it and say, what are my needs? Am I growing to the point where

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I don't know how to keep this functioning? I don't know what the future holds. I need some advice.

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That's probably a good time to talk to somebody. Yeah. Yeah. I think it's very far reaching, but I

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think Rob makes a very good point. What I've seen from customers, if you're looking at the MSP and

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you're thinking they're going to go into that managed service contract, it's going to alleviate

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all your IT problems and you have a lot of IT problems, that is not going to be the fix for it.

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You may have had somebody else managing the IT, whether it's another managed service provider or

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it was somebody internal or an independent contractor. If the IT budget wasn't realistic,

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if you were not investing into the correct IT infrastructure, and that is the reason for the

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issues, just switching to another provider or bringing MSP in there is not going to that by

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itself fix it. You're going to have to allow for and have strategic conversations to make sure

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that you're investing in the IT infrastructure to make IT work right. The customers that we work with

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that continues to invest and drive the most value out of the IT invest in their IT. IT is not

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inexpensive. It's not something that needs to be managed for the least cost possible. That has

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never been a successful model. I've done this for over 30 years. The customers with the least cost

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have never proven successful. I've never seen it. Why there can be some cost strategic benefits of

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the MSP side of it. Again, we mentioned some of those on providing the platform, providing

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the augmentation, providing those things. That's just working smarter and using people in their

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right seats to drive the most value out of your IT spend. They can definitely be done in those

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customers that we engage with that do that. There's tremendous synergy and they really drive their IT

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systems. We see them actually produce better results for their customers and that's the end

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goal. It looks tremendous side of it. Take a close look. My advice is make sure you have a realistic

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budget for this. Technology is a tool. It's a tool you use in your business to help your business

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to move forward and to service your customers. Just like any tool, you got to take care of it.

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If you don't take care of the tool, it's going to fail you when you need it the most.

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No, that makes perfect sense. There's all of these tools, all of these options. Just kind of

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wrapping it up for today's discussion because I feel like we could probably turn this into a

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whole series if I could go on so many tangents about all of these things. Let's say that I am

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looking at somebody and I'm looking at their tool set and I'm looking at all of the in-house

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services beyond. You go to an MSP website and they're like, we can do printing and we can do

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all of this. Your brain goes, do I need all of that? Again, I'm sure it's custom to the customer,

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but is there something that if you were looking checklist and you were being like,

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okay, what are some of the differentiators between MSPs that are maybe red flags or things

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that you're like pro tip, that's a great thing to have. I think in this current environment that we

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all live in, any provider that you partner with, any MSP that you look at really should have a

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strong security focus. You want somebody who's going to be looking out for your environment to

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make sure that we're doing the right things to keep you as secure as possible.

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Their tools should reflect that. If they're not using current tools, things like endpoint

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detection and response or what's called EDR, traditional antivirus is fine, but EDR is really

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an important factor for securing those endpoints. It's really the recommendation that I would expect

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most MSPs to be making to other customers today. Looking for a customer for an MSP company that

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has a strong focus on keeping your environment secure as well as being able to support you

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around the clock when your business needs it. I think those are some of the key factors that you

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should be looking for. Yeah, I think having the manager as a provider, having security

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trained personnel on staff is also, in 2022, incredibly important. Just because nobody has

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a get out of security incident free card, it seems. There's a lot of things that come through

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there and having experts that go through those things. I think it's an important point. Not all

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MSPs are equal. I know when you see the proposals, it looks very static. We all present very similar

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things in little different manners, but it can be confusing. Ask about how they secure their systems.

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Ask how their staff, how do they handle these after hours? How do they handle a security incident

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if it were to occur? What would they do? Vet those out. If they're too small for your needs,

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you're going to find a pretty large gap there and that's going to be strenuous in a critical

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situation to make it worse. Ask how they approach the IT budgeting side of it is another thing.

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We just talked about that side of it. Do they help with having realistic budgets that are strategic

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and aligned with the business so you have predictive spend as much as possible with this side of it?

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That brings in security, investment sides of those and the operational budget, and just the overall

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support of the systems. How do they account for it? How do they do it? And then how do they secure

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the systems? Because MSPs in this side of it, we all know that we're under the scope of the

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of the threat actors to come after because there's, you know, we have access to system

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sides of that. So if your MSP is not secure, you know, you're open yourself up for an issue

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there as well. So just stuff that you want to definitely ask to make sure that they have things

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covered. We're a SOC 2 type 2. We went through that certification. We invest in a tremendous

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amount of tool sides of those. The EDR Rob mentioned is, you know, definitely one thing we

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rolled in early last year's side of that into the platform side of it because you need to keep

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evolving these things. It's well beyond just patching and stability and remote control

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and 22 is what you want your MSP to be.

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That sounds like it routs up really well. I've got a lot more to say on that topic.

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We're like, and that's the cherry on top. And no, as I mentioned throughout this one, I feel like

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we could talk with both of you in multiple different series. I'm hoping that this sparks

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good questions for people where people are like, what did you mean by that? And that we can turn

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it into a whole other series. But thank you both for sitting down today talking about what is an

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MSP? All the good things, but how people would get in contact with us if they do have those

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questions, they can email us info at cit-net.com or they can head on out to our podcast page,

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which is cit-net.com backslash podcast. There's a form on there. You can send us an email,

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call us, chat us. These guys love to talk. If you haven't caught on by now five episodes in,

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we're like, yeah, we can talk all the time. We just keep ourselves on the timer for these.

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So we're going to be back next week with another episode, but thank you both so much for sitting

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down today and filming another tech for business podcast. Thanks for watching.

