MSP Tools Consultant

Most MSPs run their tools
out of the box.
That gap costs margin.

Every poorly configured tool in your stack is quietly bleeding margin — through wasted time, manual workarounds, and processes that don't scale. Process Ops fixes that. We align your tools to how your business actually runs, drive the efficiency that improves profitability, and keep finding the next improvement every month.

Book a Free Call How It Works · See the Model →

15+ years inside MSP operations  ·  Brisbane-based  ·  Serving the APAC region

Scroll
Sound familiar?

Your tools aren't the problem. The way they're set up is.

MSPs don't fail because they chose the wrong software. They struggle because it was never configured to match how the business runs.

Triage and dispatch running on gut feel, not process
CSAT tool installed but no one checks it
PSA configured the way it came out of the box
Quoting tool slowing the team down, not speeding it up
Onboarding checklists that still live in someone's head
Reporting that tells you what happened, not what to do
Automations half-built and never finished
Stack of tools that don't talk to each other
New software bought, nobody trained on it properly
Same workarounds being used months after go-live
The tools aren't broken. They're just not set up to match how you work. That gap is where your margin goes — and it's exactly what we fix.
The Monthly Model

Find it. Fix it. Move on. Every month.

Every month follows the same four-session structure. We pick the highest-priority tool issue, go deep on it, fix it, and ship it. Then we ask: what are we solving next?

01
Strategy

We look at what's costing you time and margin. You tell us what's frustrating. We agree on the priority tool or issue for the month and set the plan.

02
Discovery

We see the problem firsthand. Not a description of it — the actual issue, live, in your tools. We understand the root cause before we touch anything.

03
Training

Your team gets trained on the fix before it goes live. Not a recording they'll never watch — a real session, specific to your setup, with your people.

04
Implementation

We build and ship it. Config changes, workflow updates, documentation — done. End of the session: "What are we solving next month?" That's the flywheel.

Who We Work With

MSPs that know inefficiency is a margin problem.

Typically 5–25 seats. Owners who understand that poorly configured tools don't just cause frustration — they cost money. Every workaround, every manual step, every misconfigured workflow is margin walking out the door.

Owners focused on growth, not spending hours fixing tools they didn't build
PSA users who know their setup is costing them money — just not exactly where
Teams burning time on manual processes a properly configured tool would eliminate
Leaders who want measurable improvement every month, not a one-off project that fades
MSPs with the right tools but not extracting the margin they should be

Sounds like your business?

Book a free 30-minute call. No obligation — we'll tell you honestly if we can help.

Book a Free Call
Pricing

Two tiers. Both get the full monthly model.

Every engagement includes the four-session monthly cycle. Accelerate adds process documentation and team training resources you keep.

Core engagement

Optimise

Four sessions per month. We identify, fix, and ship one tool improvement per cycle. Strategy, discovery, training, and implementation — all included. You keep the momentum going.

From $1,300/month ex GST + $220/month Channel Guru (billed directly)
Includes documentation

Accelerate

Everything in Optimise, plus process documentation for every fix we ship and team training resources built specifically for your setup. Institutional knowledge that stays in the business.

From $1,500/month ex GST + $220/month Channel Guru (billed directly)

Project work also available. If you have a defined scope — a PSA migration, a full triage rebuild, a stack audit — we can scope and price it as a fixed project. Talk to us →

View full service detail →
The Ongoing Advantage

Every month something improves. That's how better margins get built.

A project fixes one thing — then it's over. Monthly consulting keeps fixing things, builds momentum that compounds fix on fix, and gives your MSP a way to keep getting more efficient every single month.

The question One-off project Monthly engagement
What happens after one problem is fixed? Engagement ends. The next problem waits. We ask "What's next?" and start again.
Does the team actually retain the change? Training happens once. People forget. Monthly reinforcement keeps it embedded.
What happens when the stack changes or grows? You're on your own until the next project. We adapt and re-align as you grow.
Does the efficiency gain last? Often drifts back within 3 months. We catch drift early and fix it before it costs you.
Does momentum build over time? No — projects end and momentum resets. Yes — each fix makes the next one easier.
What's the cost of doing nothing each month? You carry the inefficiency cost indefinitely. Something gets fixed every single month.

The flywheel.

Fix one problem → "What are we solving next?" → repeat. Each month, another source of margin drain eliminated. The efficiency compounds. That's what a one-off project can never give you.

Start the Flywheel
What's your burning issue?

Every burning tool issue is a margin problem in disguise.

Most MSPs come to us with one specific tool problem. But the real issue is what that problem is costing them — in time, in margin, in growth. Below are the most common entry points. If yours isn't listed, it's probably still in scope.

★

Triage & Dispatch

Come talk to us about automating your triage and dispatch so the right ticket goes to the right tech, every time, without a manager in the loop.

★

PSA Configuration

Come talk to us about getting more out of your PSA. Most MSPs use 30% of what it can do. We find the other 70% and make it work for you.

★

CSAT Tool Setup

Come talk to us about setting up your CSAT tool properly — configured, triggered, and actually reviewed so it drives decisions instead of collecting dust.

★

Quoting Tool

Come talk to us about why your quoting tool is slowing your team down. Approval bottlenecks, manual pricing, inconsistent templates — all fixable.

★

Client Onboarding

Come talk to us about your onboarding process. How many steps are still manual? We'll build it into your tools so it runs itself.

★

Reporting & Decisions

Come talk to us about reporting that actually drives decisions. Not dashboards for the sake of dashboards — metrics that tell you what to do next.

Don't see yours? If a tool is costing you time or margin, it's in scope.

Talk to Us About Your Issue
About Regan

15+ years fixing MSP operations — from the inside.

Regan Vaudrey has spent over 15 years working inside IT and MSP environments. Not advising from a distance, but doing the work. Before founding Process Ops, he led service operations at an MSP — which means he's seen every version of this problem up close and knows exactly where the tools break down.

Process Ops was built on one belief: tools can be fixed, but only if someone actually does the work to align them to the business.

About Regan →
Regan Vaudrey, Founder of Process Ops

Tighter tools. Better margins. It starts with a conversation.

Book a free 30-minute call. Tell us where the friction is. We'll tell you honestly what fixing it is worth to your business — and how quickly we can get there.

Book a Free Call