Process.
— Trusted Advisor, Managed IT, & Technology Broker Services
Wise advice, smarter purchases, smoother projects.
Trusted Technology Advisors & IT Broker Services:
- Listen as an outsider and provide insight and value into your project and goals.
- Collaborate with you to more accurately define project requirements.
- On your behalf, evaluate and provide vendor-neutral recommendations.
- Negotiate with providers to get the best solution at the right price.
- Provide implementation management and on-demand support.
— The Process:
How It Works: Start & End With Listen.
The team brings decades of experience in IT service brokering. Their combined experience running thousands of IT projects gives you a unique advantage.
The team will start with a deep discovery of your needs and business goals. Then, they will immediately work to find the best solutions and ensure they work for you. Next, we will provide you with the highest quality of support for you and your business.
You can also call at 817-678-2013 and say “sales”.
Phase 1
Plan
- Listen – Help us get to know you and your business, your stakeholders, and your unique challenges, concerns, objectives, timeline, and budgets.
- Scope – We will help you narrow down your target services, decision matrix, deliverables, timeline, must-haves, and nice-to-haves.
- Engage – You will collaborate on a one-page service agreement formalizing requirements, deliverables, and applicable pricing (if any).
Phase 2
Deliver
- Sourcing – we will find multiple qualified providers, conduct supplier interviews, and prepare budgetary and comparative cost analyses.
- Negotiating – As part of your team, we will leverage our buying power to help refine pricing and terms to ensure the most favorable outcome.
- Contracting – We will finalize all agreements and service orders for your chosen supplier and help you execute, countersign, and file all documents.
Phase 3
Support
- Implement – Working alongside your team, we will project manage the implementation, holding suppliers accountable for timely and accurate deliverables.
- Support – Your Capital Asset Technology team is ready to provide overlay account management and escalation support in addition to your suppliers’ account teams.
- Grow – When you need it, we are ready to serve you as your Trusted Advisor, determined advocate, and lifelong partner in improving your business and your life.
Business technology solutions are increasing exponentially. With streamlined focus and our strategic selection process; finding, evaluating, and implementing technology is now greatly simplified, with minimal impact on your team, no loss of control, and no additional expense.
Where did you experience pain points during your last major technology change?
Complicated changes to your organizational technology stacks are often hindered by:
- Corporate politics or favoritism
- Vague requirements from stakeholders
- Fast-turnaround and timelines
- Demand for deep research
- Conflated sales and implementation processes
- Just to name a few…
Frequently Asked Questions.
Capital Asset Tech serves you and other IT leaders in 5 key ways:
- Advising as an independent party for your project, free from stakeholder influence.
- Challenging your assumptions by providing constructive feedback in order to help you avoid or anticipate pain points.
- Sourcing the right technology solution that meet your business goals by researching and evaluating providers.
- Brokering deals and drafting contracts in your favor to make sure you get the best value and support.
- Guiding you through the implementation process and providing an additional layer of project management over your team and your technology provider.
All these services are provided at no cost* to our client. *95% of the work we do is at no cost. However, depending on the scope and scale of your project, a few specific services may require additional costs.
A Trusted Advisor or Trusted Technology Advisor, is a technology broker whose goal is to help you make smarter, more profitable decisions in regard to the purchasing and implementation of your business technology. An advisor will be a guide and mentor you all throughout the life of your project.
Capital Asset Technology Trusted Advisors will expand the effectiveness of your team as they work on behalf of you and your company. Trusted Advisors will be spending the many hours required to research, evaluate, negotiate, and support the best solutions for your business.
Almost all services provided by a Trusted Advisor are free of charge.
You will find there are many productive ways to work with a Trusted Advisor:
- Have them evaluate, validate, and critique your project proposal to help avoid blind spots and pain points.
- Set them to task researching and interviewing potential service providers.
- Have your advisor provide a short list of highly vetted candidates for your additional review.
- Ask them to analyze and generate reports comparing key metrics like the price of services, cost to implement, general budget impact, development timelines, etc.
- Use them to improve ease of implementation by providing overlay project management, training support, and advocating for you with your solutions provider.
- Free up your time and use your Trusted Advisor as your single point of contact with all your providers in your technology stack.
- These are just a few — Trusted Advisors have the heart to serve you and will always put your goals first.
An technology/IT broker will act on your best interest to source, negotiate, and contract the best suited business technology solution at the best price for your needs. A broker will also help facilitate the implementation of your IT service. They will work as the bridge between your team and your new technology provider, allowing you to focus your time on other key aspects of your job.
Managed IT is the general term for the services provided by a Managed IT Service Provider (MSP). Managed IT services is the practice of using an independent/third-party provider to take responsibility of certain IT functions for your company. Working with an MSP will extend your company’s internal IT capabilities and can be very useful when you need outside advice or expertise in a specific technology. Additionally, most MSPs will require a retainer-based service-level agreement.
As your Managed IT Service Provider, we specialize in evaluating, negotiating, contracting, and implementing IT. Most services come at no cost when working with us. We do not replace the day-to-day management of your technology but provide additional overlay management, a single point of contact for your all tech providers, on-demand consultation, and capacity for technology sourcing and evaluation.
As most of their services come at no cost, we don’t have a “sales process” in the traditional sense.
Our process starts with free consulting services where your advisor will listen to understand your situation and needs. Then you and your advisor will examine your assumptions and plan to help you avoid blind spots or pain points. From there you will scope your first project and draft an agreement on how your advisor will serve you.
Like other Trusted Advisors, we earns commission from the technology providers that you decide to purchase.
This model allows our advisors to offer most of their work for free.
“Won’t this mean that Capital Asset Technology will just recommend the solution that earns them the biggest commission?” — Honestly, this does happen in the MSP/Advisor industry.
However, our advisors believe that they need find you the best solution, regardless of the size of the commission. Our business is built on helping you complete more successful projects. If they can help you be more successful, then we will be successful too.
There are times when your project may require additional paid services from us. This is typically on a per-project basis and will be discussed with you before any work is completed.
If you have questions about your project, our advisors are ready to speak with you at your convenience!
Capital Asset Technology can work with any size company, but they specialize in companies with multiple locations and with 500+ employees. They also enjoy assisting churches, non-profits, and other Christian ministry organizations with technology and energy solutions.
