Evolved Radio

Todd Kane

Evolved Radio Podcast: Interviews with technology experts, industry thought leaders, business leaders and other interesting minds. Exploring the evolution of business and technology.

  1. AI, RPA, and MSP Automation - ERP138

    3d ago

    AI, RPA, and MSP Automation - ERP138

    Automation as Core Strategy: Aarin Bailey on RPA, AI, and Scaling MSP Operations On the Evolved Radio podcast, Todd interviews Aarin Bailey, COO at Webit Services and former COO at MSP Bots, about treating automation as a core MSP operating strategy. Aarin describes how his automation focus accelerated around COVID by chaining PowerShell scripts, later expanding into Python, GUIs, and modular systems connected via RESTful APIs, with much of the computation running outside the RMM on servers (including SQL and Python) while the RMM remains mainly a monitoring and job-push layer. They discuss whether RMM is a “zombie product,” the ongoing role of PSA/ticketing as a system of record, and managing complexity through separate modules and staff literacy in Python/RPA. Aarin explains build-vs-buy decisions driven by ROI and fit, cites automated triage/dispatch with ~98% accuracy and shifting token costs, argues AI should augment rather than replace humans, and emphasizes documentation, playbooks, and focusing on operational “bad” anomalies. They also cover client tolerance for AI, limiting client-facing AI after hallucinated ticket notes, skepticism about voice AI, and concerns about AI economics and subsidies. This episode is brought to you by Opsleader Pro. A place for MSP owners and managers to get the systems and tools they need to build a stable and growing MSP. Part group coaching, part peer group, everything you need to run a successful MSP. (00:00) - Automation First Mindset (01:10) - Aaron Origin Story (05:04) - From Scripts to Platforms (05:41) - Beyond the RMM Beehive (08:35) - Is RMM a Zombie (12:14) - Managing Complexity Safely (14:33) - Build vs Buy ROI (19:39) - Token Costs and Pair Coding (23:49) - AI Security Reality Check (27:34) - Scaling with Playbooks (30:12) - Hunt the Bad Stuff (30:59) - Blueprints Before Automation (32:46) - Ticket Volume and Vision (33:32) - Saying No as Integrator (35:44) - Healthy Disagreement Dynamics (37:08) - Client Facing vs Backend AI (40:05) - AI Hallucinations and Guardrails (43:05) - Voice AI and Live Answer (46:06) - Costs and Subsidized AI Era (49:26) - Outcome First and RPA Focus (51:36) - Wrap Up and Thanks

    52 min
  2. Beyond Service: AI's Role in Business Efficiency - ERP137

    Jun 8

    Beyond Service: AI's Role in Business Efficiency - ERP137

    Victor Lopez on Fixing Broken MSP Financial Plumbing with AI Todd interviews Victor Lopez, a former attorney and private credit professional at Blue Owl Capital who co-founded Flexpoint after seeing how clunky MSP financial tools were. Victor traces his "aha" back to Blue Owl financing Thoma Bravo's 2018 acquisition of ConnectWise, which led him to question why PSAs mix ticketing/project work with invoicing while still requiring separate accounting software. They discuss how most AI talk in the MSP industry centers on service delivery, but Victor argues owners should also apply AI to operations like accounts receivable/payable, collecting and making payments, payroll, and other non-revenue tasks that often fall on owner-operators (especially in sub-$1M MSPs).  Victor describes AI agents, including voice AI for overdue invoice calls, and emphasizes human-in-the-loop controls, segmenting which customers are contacted, and escalation to a human to protect relationships while improving efficiency and owner quality of life. This episode is brought to you by Opsleader Pro. A place for MSP owners and managers to get the systems and tools they need to build a stable and growing MSP. Part group coaching, part peer group, everything you need to run a successful MSP. 00:00 Meet Victor Lopez 01:20 From Law to Flexpoint 02:02 ConnectWise Deal Spark 02:57 Why PSA Billing Exists 05:35 AI Beyond Tickets 08:13 Operational AI Wins 14:09 Agentic AI for AR 16:50 Join Opsleader 17:26 Controls and Oversight 22:09 Voice Agents Calling Clients 28:27 Owner Time and Quality 32:20 Wrap Up and Takeaways (00:00) - Meet Victor Lopez (01:20) - From Law to Flexpoint (02:02) - ConnectWise Deal Spark (02:57) - Why PSA Billing Exists (05:35) - AI Beyond Tickets (08:13) - Operational AI Wins (14:09) - Agentic AI for AR (16:50) - Join Opsleader (17:26) - Controls and Oversight (22:09) - Voice Agents Calling Clients (28:27) - Owner Time and Quality (32:20) - Wrap Up and Takeaways

    33 min
  3. Selling your MSP - ERP136

    May 25

    Selling your MSP - ERP136

    Preparing to Sell Your MSP: Emotions, Valuation, Deal Structure, and Exit Planning with Amy Babinchak Today on the Evolved Radio podcast, I welcome Amy Babinchak, a 22-time Microsoft MVP and author of "20 Questions Every Owner Asks Before Selling Their MSP," about planning an MSP sale years in advance. Babinchak describes the emotional impact of selling—often resembling grief—and stresses having a purpose and plan for life after the exit. They discuss avoiding pressure to "time the market," noting there is always demand for a well-run profitable business, and the need to prepare both operations and personal finances with a CPA, tax lawyer, financial planner, and business lawyer. The conversation covers deal structure tradeoffs (cash, time commitments, and total value), common earn-out/retention periods owners find miserable, valuation drivers like profitability, standardization, and running without the owner, typical multiples for small and mid-sized MSPs, and options for smaller firms such as selling a book of business or rare seller-financed sales to employees.  This episode is brought to you by Opsleader Pro. A place for MSP owners and managers to get the systems and tools they need to build a stable and growing MSP. Part group coaching, part peer group, everything you need to run a successful MSP. (00:00) - Meet Amy Babinchak (01:12) - Why Plan Ahead (02:21) - Emotional Aftermath (04:15) - Life After Exit (06:44) - No Need To Rush (08:55) - Prep Business And Personal (10:16) - Build Your Sale Team (12:19) - Deal Structure Tradeoffs (16:45) - Know Your MSP Value (17:59) - How Buyers Value You (20:05) - What Buyers Value (20:48) - Opsleader Pro Break (21:24) - Realistic MSP Multiples (23:11) - Selling Small MSPs (25:15) - Books of Business Wins (27:03) - Buyer Options Overview (27:28) - Seller Financing to Team (31:00) - PE Size Thresholds (32:13) - Rollups and Stability (33:22) - Vetting PE Partners (37:33) - Legacy Over Price (39:15) - Book Wrap Up (40:55) - Final Takeaways

    42 min
  4. ERP135 - AI Assisted Coding

    May 11

    ERP135 - AI Assisted Coding

    Ashley Cooper on Lovable, Local-First AI Apps, and Safe Agent Workflows for MSPs The host interviews Ashley Cooper (COO at Cyber Drain, VP of Community at Rewst) about her use of Lovable and other AI coding tools to build small, local-first, deterministic apps and learn through prompting. Ashley describes receiving a Lovable contributor gift after ranking in the top 0.01% of users, her early failed attempt to rebuild community software, and her shift to rapid, browser-based prototypes like JSON-to-CSV converters, receipt/expense and food trackers, and a webhook-driven PSA time-entry timer. She explains her workflow moving from Lovable scaffolding to GitHub/VS Code with Copilot, plus experimenting with Bolt and tools like OpenClaw, emphasizing trust boundaries, least privilege, and treating agents like employees. They discuss prompt engineering using philosophical mental models, risks of unvetted "vibe-coded" SaaS, and advising MSPs to start with data readiness and education before deploying AI for clients. This episode is brought to you by Opsleader Pro. A place for MSP owners and managers to get the systems and tools they need to build a stable and growing MSP. Part group coaching, part peer group, everything you need to run a successful MSP. 00:00 Meet Ashley Cooper 01:17 Lovable Gift Surprise 03:01 Early Builds and Lessons 05:25 Hackathon One Shot Apps 09:34 Finding Ideas to Build 11:00 Viral AI Side Projects 14:09 Keeping or Killing Projects 18:22 Local First Automation Wins 19:51 Beyond Lovable Toolchain 24:03 OpenClaw Risks and Power 30:49 AI As Employee 31:18 Stress And Bias 32:02 Context Anxiety 34:52 Prompt Writing Workflow 37:23 Mental Model Prompts 41:44 Deep Instruction Sources 47:20 SaaS Apocalypse Debate 49:53 MSP AI Readiness 53:47 Education And Governance 56:30 Closing Thoughts

    51 min
  5. ERP131 - Health and Wellness in IT

    Mar 2

    ERP131 - Health and Wellness in IT

    Today's topic is close to my heart and, honestly, one that doesn't get enough airtime in the IT industry: health and wellness. Joining me for this conversation is my Paul Vedder, CEO of VXIT, a return guest you might remember from a Episode 77. We're talking about what it takes to prioritize our physical and mental health—while juggling the endless demands of business ownership, parenthood, and life in the tech world. Paul unpacks his personal journey: from the challenges of work-life balance and struggles with unhealthy habits, to discovering the power of change through things like the 75 Hard challenge, ditching alcohol, and building sustainable routines that actually stick. We dig into the importance of accountability, how discipline can unlock true freedom, and why sometimes the smallest steps—like a daily walk—can have the biggest impact. If you've ever felt like you can't find the time, energy, or motivation to look after yourself, this episode is going to speak to you. We get honest about the trade-offs, the wins, and why choosing to invest in your well-being pays off in every other aspect of your life and business. So, whether you're listening on your lunch break, out for a walk, or just looking for that spark to get started—stick around. There's a lot of practical wisdom, some laughs, and maybe that nudge you've been needing to make a positive shift. This episode is brought to you by Opsleader Pro. A place for MSP owners and managers to get the systems and tools they need to build a stable and growing MSP. Part group coaching, part peer group, everything you need to run a successful MSP.

    50 min
4.9
out of 5
8 Ratings

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Evolved Radio Podcast: Interviews with technology experts, industry thought leaders, business leaders and other interesting minds. Exploring the evolution of business and technology.

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