The Business, Process and Documentation Experts
Eureka Process has the leadership knowledge and up-to-date technical insight to get it done right the first time.
Are you endlessly worried about efficiency costing you money?
Discover how Business Leaders are experiencing more freedom, enjoying more growth and stepping
back from cycles of fire-fighting and damage control with Eureka Process!
Break/fix to MSP transition guidance
Improvement and streamlining of current processes
Expert advice about what it takes to scale a successful IT business
The team at Eureka Process are the business, process, and documentation experts that equip you with the tools you need to do more with your existing business structure. With the technical knowledge to get hands-on with the tools that are used by your front-line team, and first-hand knowledge about what it really takes to lead a thriving MSP, Eureka Process is the only resource you need to get your business to the next level.
You Have the People, the Leadership and the Skill Set… Shouldn’t Success Come Easier?
If you feel stuck in a cycle of perpetual overwhelm, frustration and doubt, you’re not alone.
In fact, many Business Leaders in the MSP space are faced with this stark reality right now.
They start their businesses with a vision of success that will see them providing unbeatable value to their clients every day.
With the right people in the right roles and healthy expectations of their team members – what could go wrong?
Before long, ticket volumes and underwhelming returns or too-rapid growth starts to redefine leadership priorities, and the organization’s key navigators begin leading from a place of reactivity rather than from passion or possibility.
Teams become mired in troubleshooting issues and customer complaints, and what was once a culture of excitement and enthusiasm becomes a culture of tired, rigid employees who do not see value in welcoming change.
You Are Not Alone.
Business Leaders need to know that they cannot be expected to be all places at all times, and that doing so is a recipe for disaster and burnout. They need someone to confide in about their business challenges without shame, and they need a resource to look to as they endeavor to right the ship.
Enter: Eureka Process
Our leadership and process consultants understand the daily trials of MSP leadership, front lines and sales teams. With their proven background, our consultants work with Business Leaders to accurately diagnose, improve and implement actionable strategies that bring immediate value to your organization and its stakeholders.
“Thanks for the phone consult, Allen. I learned a lot and saw just how far my documentation game needs to go! Thanks for your time and patience”.
Eureka Process Helps MSPs get Maximum Value out of their skill and tool investments.
We provide increased process continuity and measurable wins where you need it most.
Better processes and documentation means improved morale and the ability to retain skilled employees by offering growth opportunities and the important celebration of real wins.
Our consultants don’t just tell you what to do, they immerse themselves in your business to demonstrate their process and rationale and involve key players in finding customized solutions to your real challenges.
The next step? They get into the trenches with their clients to help execute and actualize the resolution.
With a diverse offering of customizable services including on-site and virtual consultation, virtual CIO, ConnectWise administration capabilities and best-practice meeting facilitation, Eureka Process is your partner in achieving greater levels of organizational success and personal freedom.
Bullet-proof processes and documentation allow Business Leaders to step back from the day-to-day operation of their business and focus more of their time on prioritizing intentional leadership and personal balance.
Upcoming Events & Webinars
See what events and webinars you can join us in.
ST05 - Network Cabling Standards
In server rooms and MDFs/IDFs, always use minimal cable length that provides the connection and a service loop. For user facing cables, longer cables may be used for future rearrangements and client convenience.
Members-Only "Fire Side Chat" - We call it "Coffee or Kahlua Conference"
Our first ever MEMBERS-ONLY webinar is coming up! Register and make sure we can match your email address to your member email address BEFORE the meeting. We are calling this webinar the “Coffee or Kahlua Conference”.
ITDUG 2020.04/5 - Employee Onboarding
Founder and President of Eureka Process, Allen Edwards, will be continuing from his previous presentation on Hiring, Recruiting, and Screening. At the end of this process, it's time to onboard your new Team Member. Allen and Brook Lee, Vice President of Eureka Process, will be walking you through the employee…
Webinar: Project Process for Profit, Performance, & Predictability
Join us as Allen will share his expertise on Project Process for Profit, Performance, & Predictability: Learn how to impress literally everyone with your projects and boos your bottom line. From clients and owners to sales and engineers, and even your finance team can benefit from this webinar! We will…
ITDUG 20.06 - MSP Tools
Founder and President of Eureka Process, Allen Edwards, will be hosting a round-table discussion on a Survey of MSP tools. Of course, we will focus heavily on documentation tools, but all tools are welcome. No tools vendors allowed in the discussion. We'll be taking notes to share with ITDUG as…
A bit less tech and more business in these candid thoughts from our founder.
Literal Shower Thoughts
I had realized that I had occasionally had successful meditation in my life already, despite not having believed in it. For me, standing in...
Bravery and Courage
There is no doubt that these are interesting times, and I am glad for it. Not that I wish anything negative on anyone, but adversity breeds adaptation, mutation, and generally just better humans. Pretty sure I'm completely destroying some scientific quote in there, but it's how I think. I am…
Latest Poll on What IT Documentation Systems are being used
Here are the results from a poll taken late May 2019 from ITDUG on Face Book. Interesting look into the popularity of the IT Documentation tools available. I like to give a statistics disclaimer that ITDUG was originally started as an IT Glue users groups, so we may have disproportionately…
ConnectWise Impacted by Microsoft's Recommendation for 2FA Enforcement
I was just reviewing my latest email from ConnectWise and thought I’d pass this on to you. Microsoft is recommending disabling all authentication protocols that can bypass 2FA. This most strongly affects O365 and your integrations with ConnectWise Manage (and frankly, all CW products). The fix is to set your…
SMB Community Podcast - Karl Palachuk interviews Allen Edwards of Eureka Process
Needless to say, I was stoked with Karl asked me to be on his podcast series a few weeks ago. I may have fan-boyed a little bit after meeting him at ITO Compass in Chicago a few months ago, and then coincidentally having some one-on-one time with him at a…
L10 – Level 10 Meetings Explained
You are probably reading this document because your team has decided to start using Level 10 meetings to get team input and create action plans to get the most important things done to reach your company’s goals. So many times, we walk out of meeting with such thoughts as “That…
Business Data Backups are Like Car Keys
Your business depends on data to operate. Whether its important procedures, how much clients owe you, or what products you owe clients, without your data, your company will have trouble serving clients, making money, or making future data-based decisions. We liken this need to your car keys.
Type, Subtype, & Item - 3
Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage (CWM). When tickets are coded with these three items, three positive things become possible. In our first blog (read it here), we discussed how we can use it in reporting. For our second blog, we covered my favorite topic…
Type, Subtype, & Item - 2
Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. In our previous article, we discussed how we can use it in reporting. In this article, and this my favorite, we will go over how and…
Type, Subtype, & Item - 1
Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. First, we enable more data for useful reporting. Second, and this my favorite, we can link TSI to your technical Standard Operating Procedures (SOPs). And for…