Best Of CCP: 158: Balanced Billing the Partner Plan with Richard Wingfield of Envision Design

Recorded on may 31, 2016

TOPICS:

Richard B. Wingfield - Head Geek, Envision Design, LLC of Houston Texas:"I have been using Mac's in business since original Macintosh in '84 and Envision, as a consulting firm, has been around since 1993. Started part time as sole proprietor and 20+ years later we are now a firm of 5 full time consultants here in Houston.

I tell people I am a "recovering architect" as I got my start in technology practicing architecture and being the "tech guy" in every firm I ever worked for. I even helped manage a DEC vax/vms system for a firm in Austin soon after graduating from The University of Texas with a degree in Architecture.

This episode examines Richards own "recipe' for Managed Services. Here is a brief description as discussed:

… Simple Hybrid Partner Plan is setup so almost all the clients “get it” and are not confused about how it works

- 3 part invoice is made up of

- small monthly fee per device (each mac, each windows, each iOS or android, each server… fees like $25/mac or $49/windows or $250/server etc) client must enroll ALL computers in the office (cant get cheap and have some on the system and some not)

- our “consluting fee” - which is time for humans to do the work to manage, monitor, secure and maintain systems and ALWAYS includes a minimum of one 2hr visit per month

(more if needed or requested)

- fees for services or hosting (if we host kerio email or rackspace or web or crashplan backups or re-sell backblaze)

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You can find more about Richard and Envision design here: Web: http://www.envisiondesign.net

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Sam Valencia, Jerry Zigmont and Joe Saponare discuss working with Apple technology and clients. Drawn from their combined experience of over 20 years in the Apple Consultants Network, thaey discuss technical support issues both with the technology and working with clients.

673: AI for IT Workflows, Solutions and Apple’s Slow Siri Rollout

In this episode of Command Control Power, the hosts discuss practical IT uses of AI, including improving client communications, speeding email migration due diligence via AI-generated PowerShell reporting (mailbox size, forwarding rules, aliases, naming pitfalls, licensing limits), and reducing billing friction by summarizing recorded RingCentral calls in Claude to log hours and generate detailed invoices, including for Ubiquiti camera projects. They debate risks such as blindly running AI-suggested commands, clients acting on AI advice, and data leakage when employees paste company information into public AI tools, emphasizing guardrails, policies, and potential local/private AI setups (e.g., Mac mini with Ollama). The conversation broadens to AI’s impact on IT business models, automation in ticketing, and Apple’s lackluster AI progress, delayed Siri features, privacy positioning, and reliance on partners like Google/Gemini.

00:00 Show Kickoff

00:02 New Studio Tour

00:31 Flag Outage Story

01:35 AI Migration Prep

03:26 PowerShell Due Diligence

05:36 Call Summaries Invoicing

07:31 Automating Call Logs

09:35 AI As Expert Helper

11:51 Safety With Commands

12:58 Clients Using AI

13:54 Data Privacy Guardrails

17:17 Industry Shift Fears

20:07 Auto Reply Ticketing

24:18 Local AI Knowledge Base

26:02 AI Eats Software

27:35 Future Of IT Services

29:04 AI Automation Ethics

30:06 Market Pressure On IT

31:03 Apple Intelligence Doubts

33:10 Privacy And Gemini

35:06 Apple Strategy And Mindshare

37:43 MDM Guardrails Needed

39:39 First Mover Myth

43:32 Ubiquity And AirPods AI

47:21 Beta Plans And Rollout

48:06 AI Policy And Profiles

51:32 Wrap Up And Outro

644: AI Concerns, and Workflow Solutions

In this episode of Command Control Power, hosts Sam and Jerry discuss a variety of topics. Sam shares his experience with a challenging data recovery case involving Carbonite and potential issues with restoring old photo libraries. The conversation then shifts to AI developments and concerns, including their implications on society, data security, and environmental impact. The hosts also provide valuable technical tips on folder sorting in Finder and delve into practical solutions for managing client workflows, with insights on using video and monthly service offerings. The show wraps up with a teaser for upcoming Patreon content featuring an intriguing problem with PDF rendering.

00:00 Introduction and Weekly Catch-Up

00:42 Drive Savers Data Recovery

02:04 Alternative Data Recovery Options

07:19 AI Tools and Browsers

11:12 AI Safety and Ethical Concerns

24:23 Financial Implications of AI

31:03 Photos Library Recovery Case

31:55 Troubleshooting a Mac Drive Issue

33:14 Seeking Advice from Colleagues

33:43 Exploring Solutions for Photo Library Management

35:04 Challenges with Client Communication

36:42 Backup and Storage Considerations

47:24 Pop Quiz: Sorting Folders in Finder

52:23 Patreon Teasers and Closing Remarks

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629: Balancing Tech Support: Accessibility, Solo Entrepreneurship & Innovative Solutions with Adam Rice

In this episode of Command Control Power, the hosts are joined by returning guest Adam Rice of Ask Adam. They discuss the challenges and benefits of being a solo tech support consultant, including balancing large business clients with residential work. Adam shares his innovative equitable pricing model, designed to make tech support accessible to everyone, regardless of their financial situation. The conversation also touches on tools like TailScale and Alectrona Patch, effective strategies for leveraging tech tools as a solo consultant, and the nuances of building and maintaining client trust in both residential and business settings.

00:00 Introduction and Welcome Back, Adam Rice!

00:28 Adam's Background and Living in Philadelphia

02:08 Residential vs. Business Clients

02:47 Solo Consulting and Family Involvement

06:45 Challenges of Hiring and Subcontracting

16:35 Marketing Strategies and Client Demographics

21:39 Private Equity and Client Stability

27:20 Navigating Business Without Contracts

28:33 Shifting Focus to Residential Clients

29:58 The Importance of Client Relationships

31:47 Discussing Business Rates and Models

32:54 Implementing Equitable Pricing

35:03 Challenges and Benefits of Sliding Scale Pricing

48:58 Tools and Techniques for Business Efficiency

57:53 Concluding Thoughts and Future Plans