Netrio (formerly SUCCESS Computer Consulting)

BACKGROUND

Please describe your company and position.

I am the Operations Manager of a wealth management company

Describe what your company does in a single sentence.

We provide comprehensive wealth management to clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SUCCESS Computer Consulting to accomplish?

• Streamline a bulky process to create efficiencies

SOLUTION

How did you find SUCCESS Computer Consulting?

Existing Vendor for MSP

Why did you select SUCCESS Computer Consulting over others?

• High ratings
• Close to my geographic location
• Company values aligned

How many teammates from SUCCESS Computer Consulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Using Microsoft Power Platform, the project includes taking a legacy workflow and deliverable and streamline into an efficient and contemporary solution for team members to utilize.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We can already begin to see time savings in creating the new deliverable that is then compounded by the number of team members using this specific workflow to see a quantifiable win across the board.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

This was our first time dabbling with Microsoft Power Platform tools, but the team surpassed our expectations. There was a very thorough intake process leading to helpful check-ins and an official handoff teaching us to proverbially fish with the Platform tools.

What was your primary form of communication with SUCCESS Computer Consulting?

Virtual Meeting

What did you find most impressive or unique about this company?

• The willingness to partner with our firm to take a nagging issue with an inefficient process and turn it around in a scalable and efficient manner to take our firm forward felt unique.  
• The existing relationship with Success as our MSP helped, but the specific project management for this specific deliverable stood out.

Are there any areas for improvement or something SUCCESS Computer Consulting could have done differently?

None that I can think of to mention

BACKGROUND

Please describe your company and position.

I am the Human Resources Manager of Legendary Home Services

Describe what your company does in a single sentence.

HVAC, Electrical, Plumbing install and repair

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SUCCESS Computer Consulting to accomplish?

• Remove Server/Migrate to Sharepoint
• Weekly onsite support

SOLUTION

How did you find SUCCESS Computer Consulting?

• Online Search
• Other

Why did you select SUCCESS Computer Consulting over others?

• High ratings
• Great culture fit
• Good value for cost
• Company values aligned

Describe the scope of work in detail. Please include a summary of key deliverables.

• Network & Computer Support:
  • Server patching/issues (keeping it going until we can transition to the cloud
  • Equipment evaluation & review
  • Onsite Visits (field support)
  • Support (remote support)
• IT Director Engagment (monthly Meetings)
• Evaluation of Apps/programs used:
  • Critical apps used
  • Apps to deploy to team & train
  • Historical Data = Develop plan to save/continue Access after server is gone
  • M365 Licensing standardization/review 
• Cyber Threat Evaluation & review
• Modern Workplace - Cloud Migration:
  • M365 Advanced Security
  • Device Management
  • File Management
  • Active Directory

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We are now on the cloud, everything is running smoothly. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Very responsive. Connected often to understand our needs and objectives. 
• they defined their role clearly,
• Project plans very detailed, with deadlines & budget outlined clearly
• Provided regular updates, about all ongoing projects.
• Issues were resolved promptly

What was your primary form of communication with SUCCESS Computer Consulting?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

• The people and the culture of the company. 
• The exceptional communcation starting from the sales team, the project teams and the help desk staff.

Would often get the same person on the help desk, and they'd remember something I said (for example about my dog), and ask about it. They were very personable and friendly while completing tasks timely and thoroughly

Are there any areas for improvement or something SUCCESS Computer Consulting could have done differently?

None that I can think of at this time. I would recommend them in the future 

BACKGROUND

Please describe your company and position.

I am the Director of Finance and Administration of Great River Greening

Describe what your company does in a single sentence.

Our mission is to inspire, engage and lead local communities in conserving and caring for the land and water that enrich our lives.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SUCCESS Computer Consulting to accomplish?

• To improve the MSP customer/vendor relationship
• Support and Service our tech needs
• Advise on all things tech-related within our organization

SOLUTION

How did you find SUCCESS Computer Consulting?

Referral

Why did you select SUCCESS Computer Consulting over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Referred to me

How many teammates from SUCCESS Computer Consulting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The nature of our relationship with Success hasn't yet been project-based. Rather, it's much more broad: provide excellent customer service within a Managed Service Provider agreement. We look for Success to share in the responsibility of overseeing Great River Greening's full technology stack and environment. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

As the internal staffmember whose ultimately responsible for our tech stack and environment, I hear tech-related complaints or issues from staff. Since our transition from our old MSP to Success, the number of tech issues I've received has precipitously declined.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

One of the keys to the success we've experienced has been Success' ability and willingness to work within our timelines, and the inherent need for those timelines to shift from concept through fruition. In all cases, Success delivered well within expectations. 

What was your primary form of communication with SUCCESS Computer Consulting?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

SUCCESS Computer Consulting is very personable. It's easy to engage in conversation with the staff I've worked with - Sales/Account Management/Support.

Are there any areas for improvement or something SUCCESS Computer Consulting could have done differently?

Nothing comes to mind. 

BACKGROUND

Introduce your business and what you do there.

I am an executive of a residential real estate management company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SUCCESS Computer Consulting?

We’ve hired SUCCESS Computer Consulting for managed IT services. 

SOLUTION

What was the scope of their involvement?

We started out by giving their team an inventory list of all of our devices, hardware, and software. SUCCESS Computer Consulting provides day-to-day technology maintenance, including computers and mobile devices. They also provide cybersecurity services and ensure that our internal business addresses are not being hacked. 

What is the team composition?

We work with 2–3 individuals from SUCCESS Computer Consulting. 

How did you come to work with SUCCESS Computer Consulting?

SUCCESS Computer Consulting was a referral. 

What is the status of this engagement?

We started working together in October 2020, and the engagement is ongoing. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?
SUCCESS Computer Consulting’s work has had a positive impact on our business. They take care of many of the day-to-day issues we used to handle. We’ve also seen a decrease in cybersecurity issues. 

How did SUCCESS Computer Consulting perform from a project management standpoint?

Everything has been delivered on time and within budget. Their team is responsive and communicates effectively. 

What did you find most impressive about them?

They do what they say they will and have met our expectations. 

Are there any areas they could improve?

We wish they could evaluate potential software our company is considering. 

Do you have any advice for potential customers?

Be very specific about the scope of work that you’re asking for. 

BACKGROUND

Please describe your company and position.

I am the CFO/COO of Interfaith Action of Greater Saint Paul

Describe what your company does in a single sentence.

We are a not-for-profit charitable organization working to house and feed the community.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SUCCESS Computer Consulting to accomplish?

• Help Desk
• Managed IT

SOLUTION

How did you find SUCCESS Computer Consulting?

Referral

Why did you select SUCCESS Computer Consulting over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from SUCCESS Computer Consulting were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Success has provided our managed IT function, operates as our Help Desk, set up all our computers, set up our wireless network and moved our servers to the cloud.j

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

For the ongoing help desk, we review quarterly reports on ticket status. For one off projects, they were completed on time, on cost and under a deadline.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management is one of SUCCESS strong suit. They are very communicative upfront, set up recurring meetings and walked me thru all the steps necessary in the project.

What was your primary form of communication with SUCCESS Computer Consulting?

Virtual Meeting

What did you find most impressive or unique about this company?

The people I've worked with have been fantastic and very helpful to someone who leads this in the company, but doesn't have a lot of IT experience.

Are there any areas for improvement or something SUCCESS Computer Consulting could have done differently?

Success is great, but the prices do force me to evlaute annually if we can continue the relationship.

BACKGROUND

Please describe your company and position.

I am a manager at a nonprofit company

Describe what your company does in a single sentence.

Our organization provides the opportunity for youth to be paired with an adult mentor.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SUCCESS Computer Consulting to accomplish?

• Policies and Security
• Accurate Hardware Inventory
• Technology guidance

SOLUTION

How did you find SUCCESS Computer Consulting?

• Online Search
• Partner when I came onboard

Why did you select SUCCESS Computer Consulting over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SUCCESS Computer Consulting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Developing policies to assist with IT management 
• Performing security audits and making recommendations 
• IT services varying from assisting with main communication platform to troubleshooting hardware issues.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Improved service and communication for staff needs based on feedback
• Created effective recommendations for hardware and technology needs of the agency 
• Supporting with onsite field visits for larger projects

What was your primary form of communication with SUCCESS Computer Consulting?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

Describe their project management. Did they deliver items on time? How did they respond to your needs?

For the most part, items were delivered within 24 hours. They responded well to feedback based on new and changing needs of the agency and it's users.

What did you find most impressive or unique about this company?

Their willingness to pivot and create a really strong relationship that focuses on consistent improvement was impressive.

Are there any areas for improvement or something SUCCESS Computer Consulting could have done differently?

- Improving the call center format, sometimes the call wait time can be very long

BACKGROUND

Please describe your company and your position there.

I am the primary IT person for the American Swedish Institute, a cultural and educational nonprofit based in Minneapolis, Minnesota. The organization stewards the historic Turnblad Mansion, hosts gatherings and events, and provides education in Swedish language, craft, food, and culture. In my role, I do user support, some systems and network administration, and high-level project planning. I am responsible for the overall health of the network, computing systems, and AV systems onsite.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SUCCESS Computer Consulting?

ASI's previous MSP was not maintaining their side of their service agreement, and was unable to meet the needs of our business. Success took over managed services in their stead.

SOLUTION

How did you select this vendor and what were the deciding factors?

The selection of the vendor was made prior to my involvement - my understanding is that the CFO at the time had read good reviews of the company and had talked to several companies, ultimately selecting Success as the final candidate.

Describe the project in detail and walk through their service package.

Success provides comprehensive monitoring, patching, and security services for the IT infrastructure at ASI. They also serve as a point of escalation if I am unable to resolve issues as the in-house IT person, or am in need of in-depth technical assistance on a project. Success is proactive in their maintenance of the environment, but still allows for autonomy of the internal IT resources.

How many resources from the vendor's team worked with you, and what were their positions?

I don't have detailed information on this, as the transition to Success occurred before my involvement at ASI.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Success helps me maintain a high standard of service in our IT environment. I have capable on-call assistance if I need it, and can focus my efforts on strategic improvements rather than routine maintenance.

How effective was the workflow between your team and theirs?

I am very happy with the level of cooperation we are able to achieve. Success reaches out if they need to do anything in-depth, and I reach out if I have technical questions. Together we serve ASI's tech needs quite well.

What did you find most impressive or unique about this company?

Success seems to flow well internally in terms of work division, and everything I've heard from their senior staff makes it sound like a great place to work. An interview with them prompted my reading both "The Goal" and "The Phoenix Project", both of which helped me to think of business processes in new and interesting ways.

Are there any areas for improvement or something they could have done differently?

Nothing substantial! Success has been a valuable partner for our IT operations. Even in the rare case that things don't go well, they are quick to follow up and resolve issues.

BACKGROUND

Please describe your company and your position there.

I'm an executive for RS EDEN, a non profit housing developer and service provider in the areas of supportive housing, treatment of substance use disorders, and reentry services.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SUCCESS Computer Consulting?

Our agency had urgent needs for upgrades to IT systems and movement toward a more modern workplace to support increased and expanded forms of service delivery. Success Computer consulting has helped us navigate and plan for security needs and multiple upgrade projects as well as ongoing support.

SOLUTION

How did you select this vendor and what were the deciding factors?

We vetted several IT services companies and have had other relationships with vendors in the past. Success Computer Consulting was the best fit for us because they understand our model and needs and they feel like a partner, not just a vendor.

Describe the project in detail and walk through their service package.

We have engaged several projects with Success Computer consulting and the scope and costs have always been clear well executed.

How many resources from the vendor's team worked with you, and what were their positions?

From our account manager and Fractional IT director to on site technicians and project managers Success Computer Consulting assigns knowledgeable staff to address any project or problem. The team assigned is the team that's needed to complete the work and we have always felt well taken care of.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

In General, Success Computer Consulting completes projects in partnership with our staff and within appropriate timelines. They are always willing to adjust to find the best solution that will suit the needs of our agency's operations and staff.

How effective was the workflow between your team and theirs?

Our workflow is efficient and effective and is constantly reassessed to ensure its functioning to expectations.

What did you find most impressive or unique about this company?

The incredible level of support and knowledge they offer was impressive.

Are there any areas for improvement or something they could have done differently?

At this time Success has brought only benefits to our agency.

BACKGROUND

Introduce your business and what you do there.

I’m the IT coordinator at a financial investment company for multi-generational families.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SUCCESS Computer Consulting?

We hired them to provide frontline IT service for the company. Our company was new and had no internal IT department at the time.

SOLUTION

What was the scope of their involvement?

SUCCESS provides IT services for us on-site and off-site. They support our on-premise server and any equipment we have on-site. They come to our location and provide maintenance or service when we have an issue. They also offer 24/7 support when our team has a problem with a computer or printer; the team accesses our computers remotely and provides assistance.

They’ve also installed most of our equipment, including our firewall, router, switches, and servers. I coordinate when we need to acquire equipment, pass that along to SUCCESS, and they acquire and set it up. If any of our equipment is going out of warranty, they’ll inform us and assist us in replacing it. The team also helps with cybersecurity and offers maintenance.

Recently, they’ve helped us move from on-site servers to majority cloud hosting. The team helped us remove a lot of hardware on-site and put the data in the cloud.

What is the team composition?

We have a sales representative from SUCCESS as our main point of contact. 

How did you come to work with SUCCESS Computer Consulting?

They were already our provider when I joined the company; I was hired to be the middle person to communicate with SUCCESS and manage the company’s IT needs. 

How much have you invested with them?

We’ve spent around $300,000. 

What is the status of this engagement?

We started working with them in 2017, and the engagement is ongoing. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Thanks to SUCCESS’ help migrating us to the cloud, our data and information are more secure than they were a year ago. They’ve been an important part of driving that change. 

How did SUCCESS Computer Consulting perform from a project management standpoint?

They’ve performed very well from a project management perspective. Most of our communication is through email, and we have meetings through Microsoft Teams. Our meetings have become more frequent in the last two years. Additionally, they come on-site once a month to review everything and ensure it’s running smoothly. 

What did you find most impressive about them?

SUCCESS has been able to turn work around for us expeditiously. We’ve called on them to work with our company’s owner on projects that require quick turnaround times, and they’ve always been able to provide service in a timely manner. 

Are there any areas they could improve?

I can’t think of anything they need to improve off the top of my head. 

Do you have any advice for potential customers?

Utilize your assigned sales representative — they’re an integral part of the relationship. Moreover, don’t be afraid to schedule meetings to go over yearly goals and what you want to accomplish. With this approach, everyone will be on the same page, and if anything needs to change, you’ll discuss it, and it won’t come out of the blue.