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Building a Collaborative Office of VCIO for Enhanced Customer Management

MSP Business School

Release Date: 09/10/2024

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Show Website: https://mspbusinessschool.com/

In this episode of MSP Business School, Brian Doyle dives into the concept and structure of the "Office of VCIO," drawing parallels from the enterprise-level office of CIO. Originally presented as part of a webinar, this detailed discussion outlines the significance of having a cohesive team approach to delivering Quarterly Business Reviews (QBRs), Strategic Business Reviews (SBRs), and other essential fractional VCIO services.

Brian emphasizes that while tools such as the VCIO Toolbox can facilitate this process, any MSP can implement these principles to evolve their service offerings and better meet client needs. By structuring a team with clearly defined roles for engineers, VCISOs, customer success managers, and executives, MSPs can ensure more efficient project management and customer satisfaction. 

Brian provides insights into how this model helps maintain strong client relationships and opens up avenues for new recurring revenue streams. He discusses the importance of regular check-ins, risk management, and continuous education to keep clients informed and engaged. Additionally, the episode explores leveraging assets and risk management to drive informed decision-making and sales.

Key Takeaways: 

  •  The office of the VCIO model promotes a team-based approach to client management, ensuring cohesive and comprehensive service delivery.
  • Engineers play a critical role in the QBR process, and their timely assessments are crucial for identifying gaps and driving projects.
  • The VCISO role is becoming increasingly vital in MSPs with a growing focus on security and compliance, offering opportunities for new recurring revenue streams.
  • Customer Success Managers help maintain strong client relationships by collecting feedback and keeping customers informed and engaged.
  • Effective VCIO programs require executive buy-in and support to handle escalations and ensure that the QBR process remains a priority.

Host: Brian Doyle:   / briandoylemetathinq  

Sponsor: vCIOToolbox: https://vciotoolbox.com