In Scope: The IT Services Podcast ScopeStack

In this episode of the podcast, Jon Scott, CEO of ScopeStack, sits down with Josh Moree, a senior executive coach at Pax8, to delve into the world of project scoping and management best practices. Throughout their conversation, they explore the fundamental aspects of scoping, such as the project charter, scope statement, and work breakdown structure. Josh emphasizes the importance of creating a work breakdown structure after establishing the charter and scope statement, and underscores the benefits of templatizing these documents to ensure consistency across projects.

With a keen eye on the financial implications of poor scoping, Josh highlights how overlooking crucial elements of the work can lead to cost overruns. He advises investing time upfront to scope projects properly, rather than having to redo work down the line. Both Jon and Josh concur that templatizing documents benefits the entire organization by presenting a unified approach.

The conversation also touches on how effective scoping enhances project managers' ability to schedule and budget accurately. Josh suggests involving engineers in the creation of templates to ensure their understanding and alignment with expectations. Additionally, the podcast explores the use of a statement of work as a means of communicating the scope to clients, distinguishing it from a proposal or quote.

Throughout the episode, Josh imparts practical tips, such as starting scoping even if it is not perfect, assigning accountability, and embracing a willingness to acknowledge flaws and improve over time. He invites listeners to connect with him through Pac State Academy to delve further into operational best practices.

Gain more insights and valuable tips when you listen to the full episode!

Ariel Davenport, a Lead Architect from Centre Technologies, shares insights on how businesses can effectively communicate the value and cost of different resources to their clients, showcasing the quality and effectiveness of their services. Jacob and Ariel discuss the role of networks, the challenges faced by rookie solutions architects, project delivery strategies, and the significance of Quarterly Business Reviews (QBRs) in maintaining strong customer relationships. Listen to the newest episode of In Scope to explore the power of transparency in the world of professional services, and how it can shape the future of the industry.

MSPs need a community too, and that's exactly what led Kyle Spooner to MSPGeek—a community for....MSP geeks. Kyle is the Chief Executive of MSPGeek Con—the gathering that MSPGeek Inc. puts on—and is the Director of Operations at IntelliComp Technologies. With an extensive career as an MSP, Kyle knows a thing or two about the mind of an MSP. From Australia to Germany and back to the United States, Kyle is passionate about solving MSP problems through community. Sit down with Jon and Kyle as they walk through the intricacies of this MSP community, why it's necessary, and where it's going on the newest episode of In Scope.

Melissa Korzun noticed inefficiencies all around TeleTracking's scoping process despite having the best integration platforms. So, she decided to press on those pain points and do what she does best—solve problems. ScopeStack was the answer. Shortly after a quick overhaul of all of TeleTracking's data and services provided they implemented the platform into their tech stack. And, like any good product, they found other ways to boost efficiency with ScopeStack. Listen to Melissa explain the creative solutions TeleTracking implemented into their scoping and work flow process on the newest episode of In Scope.

John Scott and Jacob Martin form a dream team hosting duo on this episode of In Scope with Nick Wolf, Director of Partner Acquisition at Evo Security. Nick has an extensive background in the MSP space—similar to that of our VP of Marketing, Jacob Martin. Together, they're breaking down the hot topic of cybersecurity and why multi-factor authentication is soaring in today's industry. Join John, Jacob, and Nick on the newest episode of In Scope and learn why MFA's are now the prerequisite to any cybersecurity insurance claim you'll need to make.

This is a real-world example of how ScopeStack can impact your MSP in the same way as ConnectWise. Lex Indigo, Project Coordinator for Greystone Technology, has seen firsthand how the presales process looks with and without ScopeStack—and they know which one they prefer. Today they talk to ScopeStack CEO Jon Scott about the implementation of ScopeStack and how the platform actually helped Greystone Technology rethink their own processes. Listen to the newest episode of In Scope today!