PSM Partners

BACKGROUND

Please describe your company and position.

 I am the Director of Operations of a financial services company 

Describe what your company does in a single sentence.

Our company works to monetize assets, provide restructuring capital, and soluitons for company performance. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PSM Partners to accomplish?

• Serve the technology needs of the company at all levels
• Quickly and efficiently bolster our IT department with experienced professionals
• Create a roadmap for long term success

SOLUTION

How did you find PSM Partners?

Referral

Why did you select PSM Partners over others?

• Close to my geographic location
• Great culture fit
• Company values aligned
• Highest level of standards and support

How many teammates from PSM Partners were assigned to this project?

20+

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

Manage operations and align with company strategy
On site support and adminsitration
24/7 support desk and white glove service
24/7 Network operations center
Asset management
Product Lifecycle
Product procurement
Security and Patching
Cyber security
Project Management
Device Management

RESULTS & FEEDBACK

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

Excellent communication, met all milestones, continued excellence in service and support, continuous positive feedback from users

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

Our teams met frequently with updates, scoping, and feedback.  The project evolves constantly with teh needs of our users and our leadership, and PSM continues to evolve with us to meet any need that comes up. 

What was your primary form of communication with PSM Partners?

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

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

Everyone with PSM Partners is personalble and professional, and dedicated to providing the highest levels of service.  They have a high standard for who joins their team.  They find new and creative solutions and are aways willing to try harder.  We can't operate our department without them. 

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

PSM Partners has a high standard for service delivery and customer satisfaction. 

BACKGROUND

Please describe your company and position.

I am the Senior Director, Operations of Ferguson Partners

Describe what your company does in a single sentence.

As a talent management boutique with global reach, we go the extra distance with our expertise and experience to bring you tailored strategies that stand the test of time.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PSM Partners to accomplish?

• Managed Service Provider.

SOLUTION

How did you find PSM Partners?

Were our provider when I started with firm.

Why did you select PSM Partners over others?

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

How many teammates from PSM Partners were assigned to this project?

2-5 Employees

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

Managed Service Provider

RESULTS & FEEDBACK

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

Ongoing.

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

Yes

What was your primary form of communication with PSM Partners?

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

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

PSM has been a valued and trusted partner to our team and business operations for more than six years. Throughout that time, they have consistently demonstrated a commitment to understanding our business, providing reliable support, and helping us navigate both day-to-day technology needs and larger strategic initiatives. The relationships we've built with our dedicated Help Desk Engineer, Client Engagement Manager, and the many PSM team members who support our business have been instrumental to our success. Their responsiveness, professionalism, and willingness to go above and beyond have made them an extension of our own team. We are incredibly grateful for the high level of service, partnership, and expertise PSM provides. Their commitment to our success has made them an invaluable partner, and we look forward to continuing our relationship for years to come.

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

NA

BACKGROUND

Introduce your business and what you do there.

I’m the executive director of Informed Choices, a nonprofit organization. Our mission is to empower people to make informed choices about pregnancy and parenting by showing the love of Jesus and providing life-affirming education and support.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with PSM Partners?

We needed help with managed services to enhance our security and Microsoft platform.

SOLUTION

What was the scope of their involvement?

PSM Partners has set us up with Microsoft licensing and platforms, including OneDrive and Teams. The team has also helped each staff member get their laptops set up, implemented a security tool they monitor for us, and provided an amazing support team to solve our IT problems as they arise.PSM Partners delivers a comprehensive and customizable 24/7/365 service offering, ensuring proactive and reactive support for our IT infrastructure, applications, and end users. The team offers on-demand IT consultation with resources tailored to our needs.PSM Partners implements regular monthly maintenance tasks to our IT infrastructure to mitigate the likelihood and frequency of failures and issues, ultimately saving us money and time by preventing unforeseen downtime. 

What is the team composition?

We work with 2–5 teammates from PSM Partners.

How did you come to work with PSM Partners?

We found PSM Partners through a referral. We chose them over other options because they were a trusted referral and offered us a comprehensive service to meet our needs. 

What is the status of this engagement?

We started working with PSM Partners in November 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Thanks to PSM Partners, all our staff is now on the same platforms, and we have a help desk available and more secure OneDrive storage systems and IT security monitoring. Our staff productivity has also improved because they can call for IT support instead of struggling themselves.

How did PSM Partners perform from a project management standpoint?

PSM Partners has been great to work with. We mainly communicate through virtual meetings.

What did you find most impressive about them?

PSM Partners’ patience with our team, who lack computer skills, is impressive.

Are there any areas they could improve?

I don’t think there’s anything PSM Partners can improve on.

BACKGROUND

Please describe your company and position.

I am the Operations Manager of Glenrock Company

Describe what your company does in a single sentence.

Distributor of specialty construction materials.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PSM Partners to accomplish?

• Modernize and secure our IT platform

SOLUTION

How did you find PSM Partners?

• Referral
• Partner organizations

Why did you select PSM Partners over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Company values aligned

How many teammates from PSM Partners were assigned to this project?

2-5 Employees

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

Design and build out modernized IT platform, including security and day to day workflows over our five-state operating footprint.

RESULTS & FEEDBACK

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

Implementation across all physical locations.

Coordination with all relevant team members.

New platforms configured and deployed.

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

Project management timeline was consistent with the initial statement of work. Regular check-in meetings included updates on timeline to smaller scale items, including necessary adjustments as needed. Project management team was accomodating to reasonable requests along the way.

What was your primary form of communication with PSM Partners?

• In-Person Meeting
• Virtual Meeting

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

PSM Partners is a dedicated, knowledgeable, and informative team that took a genuine interest in our environment, adapting to work effectively within both our cultural and technical environments.

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

Continue to leverage and convey the perspectives and resources made possible by the breadth of knowledge and experience of the team. Really appreciated the initial kick-off with main team members in one space - although resource intensive it may be an opportunity to bring that crew back together toward the completion of the project for wrap-up dialogue as a full team.

BACKGROUND

Introduce your business and what you do there.

I’m the CITO of a nonprofit organization. Our mission is empowering and advocating for libraries and library workers to ensure equitable access to information for all.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with PSM Partners?

We needed a fractional director of infrastructure due to the retirement of long-tenured staff. We needed someone to continue leading critical infrastructure projects in progress and solve significant technical debt issues.

SOLUTION

What was the scope of their involvement?

PSM Partners has identified a suitable fractional infrastructure director with the appropriate bandwidth and experience to oversee a complex operation at ALA. This person has jumped into projects already underway, including vendor accountability management, complex configuration, and people-centered management to lead change in the most effective and efficient ways possible. For example, this person has managed a Windows 11 upgrade for 165+ individual users, moved an entire ALA office location infrastructure from on-prem to cloud, guided an MSP vendor through a comprehensive infrastructure assessment (including IT maturity assessment) for strategy development, and managed a help desk and a 3-person infrastructure and support team.

What is the team composition?

We work with one person from PSM Partners.

How did you come to work with PSM Partners?

We found them through a known connection. We chose them because they were close to our geographic location, their pricing fit our budget, they had a great culture fit, and they had great value for the cost. Moreover, they had great prior experience in an MSP service bid where they came in second place, so we wanted to give them another opportunity. We were impressed with them.

What is the status of this engagement?

We started working with them in June 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

PSM Partners has completed projects, satisfied our user community, and created stability in our infrastructure. We’ve received consistently positive leadership and staff feedback.

How did PSM Partners perform from a project management standpoint?

We mainly communicate through virtual meetings.

What did you find most impressive about them?

PSM Partners’ attention to detail, advanced technical ability, resourcefulness, and clear understanding and demonstration of the soft skills necessary to build and continuously develop trust within and around all teams and units are impressive.

Are there any areas they could improve?

No, there aren’t any.

BACKGROUND

Please describe your company and position.

I am the Executive Director of Big Brothers Big Sisters of McHenry County

Describe what your company does in a single sentence.

Nonprofit mentoring children and young adults in McHenry County. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PSM Partners to accomplish?

• Transition from Google to Microsoft
• Upgrading equipment and security
• Educating Staff and increasing IT utilization

SOLUTION

How did you find PSM Partners?

Referral

Why did you select PSM Partners over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from PSM Partners were assigned to this project?

2-5 Employees

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

PSM helped us to totally revamp our technology system, tranfer to a new microsoft platform, transfer our main landline phones into teams digital phone system, upgrade all of our hardware including systems and individual laptops and increase our security and technology staff training. 

RESULTS & FEEDBACK

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

Most of the project sucess was in the implementation of systems and in our day to day technology needs or issues that rapidly decreased after implementation. 

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

PSM had the most professional project management including regular email updates and check in meetings on status. It was also nice to have a project manager that I could communicate with and they would ensure that it would get relayed to their iternal team. They were not only highly responsive with issues and change orders, but also on pricing questions as well. 

What was your primary form of communication with PSM Partners?

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

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

PSM Partners had great communication, attention to detail, and an ability to relay technology upgrade value in a way that us non-techhnology peoplecould understand. They also helped with staff education so that we as end users could utilize the technology in the best way possible. Lastly, they really took a lot of time to listen and understand what our unique needs and challenges were up front to make sure they designed the right solution for us. 

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

Nothing comes to mind 

BACKGROUND

Please describe your company and position.

I am the Business Manager of Ditch Witch Midwest

Describe what your company does in a single sentence.

We provide equipment, rentals, parts & service for the underground construction industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PSM Partners to accomplish?

• Master IT Service Provider

SOLUTION

How did you find PSM Partners?

Referral

Why did you select PSM Partners over others?

Referred to me

How many teammates from PSM Partners were assigned to this project?

2-5 Employees

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

Manage & consulting of our cloud and onprem infrastructure & help desk support.

RESULTS & FEEDBACK

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

They provide daily support of our help desk and managing our infrastructure.

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

They are very responsive and give us timely resolution.

What was your primary form of communication with PSM Partners?

Virtual Meeting

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

Direct contact and quick resolution to our challenges.

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

Continue to train the front line.  More education and consulting with AI would be very helpful.

BACKGROUND

Please describe your company and position.

I am the Global Director Data & Technology of WTW

Describe what your company does in a single sentence.

At WTW we provide data-driven, insight-led solutions in the areas of people, risk and capital.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire PSM Partners to accomplish?

• Cloud Optimization Analysis

SOLUTION

How did you find PSM Partners?

Referral

Why did you select PSM Partners over others?

• Good value for cost
• Technical Capabilities

How many teammates from PSM Partners were assigned to this project?

2-5 Employees

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

Conduct cloud optimization analysis and deliver targeted optimization tactics. 

RESULTS & FEEDBACK

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

Proposed configuration changes resulting in cost savings. 

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

They delivered on time and were adaptable to our multi-faceted stakeholder group. 

What was your primary form of communication with PSM Partners?

• Virtual Meeting
• Email or Messaging App

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

Their most unique strength is the architect‑to‑architect partnership they bring to cloud optimization. Instead of traditional business consulting, we worked directly with highly experienced cloud architects who understood our environment at a technical depth and delivered actionable, real‑world solutions.

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

n/a