Edge360 / MSP / MSSP

Recover the cash.
Rebuild the operation.

Over $50,000 recovered. Billing brought current. Three key hires. An executive embedded in day-to-day operations. All in under 60 days.

Managed operationsPeople & systemsUnder 60 days
Edge360 / Operating resultsMSP / MSSP
Recovered from outstanding client billing
<60 daysBilling, team & process turnaround
Three hiresHelp desk, finance & operations
01 / The starting point

Good technical work.
Operating gaps underneath.

Edge360 had more than $50,000 in outstanding client billing. Client management and onboarding lacked a consistent operating process. The account executive also needed a clear way to identify and follow through on appropriate opportunities within existing accounts.

This called for more than a new tool or a recommendation. The business needed people responsible for the work, stronger routines, and leadership embedded in daily operations.

02 / What we changed

Fix the gaps.
Put people in place.

01 / The work

Recovered outstanding billing

We caught up the billing work and recovered over $50,000. Billing was brought current within the engagement’s first 60 days.

02 / The work

Rebuilt client management and onboarding

We improved and documented the processes behind client management and onboarding so the team had a clearer way to manage accounts and bring new clients into service.

03 / The work

Created an existing-client upsell process

We gave the account executive a more defined process for identifying and following through on appropriate client expansion opportunities, connected to account management.

04 / The work

Embedded ongoing operational leadership

An Escencion executive became fully embedded in the operation, overseeing day-to-day management and the people responsible for delivery.

Hire / 01

Help desk manager

A dedicated person to manage the help desk operation.

Hire / 02

Billing & finance

A person responsible for billing, invoicing, and accounts receivable and payable.

Hire / 03

Day-to-day operations

A person focused on operational coordination, with Escencion executive oversight.

03 / The result

A stronger team.
A current billing position.

Over $50,000 recovered, billing caught up, three new hires, and improved operating processes in under 60 days. The work addressed the immediate billing backlog and the management gaps around it.

The relationship continued inside the business: Escencion’s executive oversight supports day-to-day operations rather than leaving the owner with a plan to implement alone.

04 / What this means for you

The business differs.
The operating work connects.

We look at where work stalls, what still depends on you, and which people or systems need to change. Then we take responsibility for an agreed part of the operation and improve it with your team.

That can mean an embedded COO or operations leader, managing existing people, recruiting for a gap, improving the process, or implementing automation and AI. The work follows the business need.

Your next move

What still
depends on you?

Tell us where the operation needs attention. We will explore what we could run, what needs improving, and how to work alongside your team.

Engagement results reported by Escencion. Each business has a different starting point, scope, and timeline; these outcomes are not a guarantee of future results.

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