I recently completed a project for Syncro, who are a provider of software infrastructure for Managed Service Providers. Over the years, Syncro had a great deal of success in attracting MSPs that sell their services into SMB customers. What has set Sycro apart has been it's easy-to-use tooling so MSP's can scale without a lot of effort.
However, over the years the market started to catch up with Syncro. They lacked a couple of key features and were beginning to lose some customers. New ownership entered the scene with a two-pronged plan.
First, they brought on board an excellent product team who began to work very hard to solve the short-term customer issues and slow down the customer exodus. That was going very well and Syncro asked me to help them plan out the second phase of their strategy.
Syncro did not just want to catch up to the competition, they wanted something that would pass them. They had a lot of great ideas but their best idea was to invite MSP's that were outside of their existing customer profile. These new advisors were able to talk about what they were looking for and it was more advanced than their existing customer base was able to articulate.
My role was to help the team prepare for a presentation to their board of directors. We had about 1 month to prepare a presentation of a long term vision and plan to deliver their next generation platform.
With a series of face to face meetings and an multi-day team workshop, the team was able to develop a high level vision of where they wanted to go and a plan to get there. After the workshop I assisted the CPO in building out the presenation which was delivered and approved by the board.
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