The Future of MSP Support Is Not Better Search–Get my FREE publication for help

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Get you copy here – From Search to Intelligence Just enter $0 as the price, although a donation or a subscription to my newsletter would be appreciated.

I have watched plenty of skilled technicians work a support ticket with a browser full of tabs, two admin portals open, an old ticket on one screen and Microsoft Learn on another.

They eventually find the answer.

The problem is that the next technician often starts again from the beginning.

That is the limitation of search. Search can help me locate information, but it does not automatically connect what I found with the customer’s history, the evidence in the ticket, the conversation in Teams and the lesson buried in somebody else’s inbox.

For an MSP, that repeated reconstruction is expensive.

The real shift is from retrieval to reasoning

I do not believe Microsoft 365 Copilot should replace search, technical documentation or engineering judgement. Those remain essential. The change is in what happens around them.

An engineer investigating an Exchange Online mail-flow issue may still need a message trace, an NDR and the current Microsoft documentation. Copilot can help organise that material into known facts, missing evidence, competing explanations and a safe diagnostic plan.

That is very different from asking, “How do I fix this?”

The first approach exposes uncertainty. The second invites a confident answer before the diagnosis exists.

I want Copilot helping an engineer compare evidence, challenge assumptions, draft a clean escalation and turn the verified outcome into a useful knowledge article. I do not want it making untested production changes or weakening a security control because that appears to be the quickest path to closing the ticket.

Faster guessing is not progress.

A closed ticket should improve the next ticket

One of the biggest missed opportunities inside many MSPs is what happens after a problem has been resolved.

The engineer understands what occurred. The customer receives an update. The ticket is closed with a few hurried lines. Most of the reasoning then disappears.

Microsoft 365 Copilot gives an MSP a practical way to change that. Once the engineer has verified the resolution, Copilot can help produce the internal note, create a customer-friendly explanation and draft a reusable article for a permissioned SharePoint knowledge library.

The human still confirms the facts. The human still approves the wording. The human still owns the outcome.

The difference is that valuable knowledge no longer has to remain trapped in personal memory.

An MSP that makes knowledge capture part of ticket closure starts building organisational capability from ordinary support work. The next engineer begins with more than a search box and a vague recollection that someone saw something similar last month.

This is an operating-model decision

Buying licences will not create this result by itself.

I would begin with a small service-desk group and a few support categories where research, handover and documentation consume real time. I would change the ticket template so evidence, assumptions, tests, negative results and validation are recorded. I would review permissions before allowing Copilot to surface information more easily. I would then measure the effect using the MSP’s own baseline rather than somebody else’s productivity claim.

That produces something far more valuable than a collection of clever prompts.

It produces a support method.

The MSP opportunity is not merely to answer tickets more quickly. It is to make investigations more consistent, handovers more complete, customer communication clearer and verified knowledge easier to reuse.

Search helps me find an answer.

Intelligence helps my organisation retain what it learned.

That is the transition MSPs should be preparing for, and it is the focus of my new guide, From Search to Intelligence, which is now available for free (a denotation would be welcome and maybe subscribe to my email newsletter as well.)

Why I Wrote Is the Traditional MSP and TSP Business Model Becoming Obsolete?

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Over the last few years I’ve had the same conversation with MSP owners dozens of times.

It usually starts with a variation of the same question:

“We’re still growing, so why do people keep telling us our business model is under threat?”

It’s a fair question.

Most MSPs are not seeing clients disappear overnight. The demand for technology remains strong. Microsoft 365 continues to expand. Security requirements continue to increase. Businesses still need trusted advisers to help them navigate increasingly complex technology environments.

So why the concern?

Because I believe many MSPs are measuring the health of their business using indicators that are becoming less relevant.

That belief is what led me to write Is the Traditional MSP and TSP Business Model Becoming Obsolete? The report examines the growing gap between providers that are adapting to AI, automation and changing customer expectations, and those that are still relying on assumptions that worked a decade ago.


The question isn’t whether MSPs survive

One of the biggest misunderstandings in the market today is the idea that MSPs are somehow disappearing.

I don’t believe that completely.

In fact, I believe businesses will need trusted technology partners more than ever.

What I do think is disappearing is the value attached to many traditional activities that MSPs have historically relied upon.

Routine administration is becoming increasingly automated.

Security expectations are rising.

Clients are becoming more outcome focused.

AI is changing how work is performed inside both customer organisations and service providers.

The real question is not whether MSPs survive.

The real question is whether the way many MSPs currently operate remains commercially attractive over the next decade.

That distinction matters.


Why I decided to research the issue properly

There is no shortage of opinions about AI and the future of managed services.

Unfortunately, there is also no shortage of hype.

I wanted something different.

I wanted evidence.

I wanted current financial benchmarks, analyst forecasts, industry data, acquisition trends and market observations pulled together into a single document that leaders could use to make strategic decisions. The publication is positioned as an evidence-based strategic report focused on AI, automation, platform shifts and their impact on MSPs and TSPs. [directorci…umroad.com]

Most importantly, I wanted a resource that challenged both sides of the argument.

The report doesn’t simply assume every traditional provider is doomed. Nor does it assume technology will magically solve every business problem.

Instead, it looks at what is actually happening in the market and asks a more practical question:

“What would a successful MSP look like in 2030?”


What readers will gain

When I speak with MSP owners, many are wrestling with the same strategic challenges:

  • How does AI affect our service model?

  • What happens when automation reduces labour requirements?

  • How should we price services in the future?

  • Where does Microsoft Copilot fit?

  • What capabilities should we invest in now?

  • How do we increase the value of our business?

Those are boardroom questions, not technical questions.

The report explores these issues and examines why security, AI-enabled services, automation and outcome-focused engagements are becoming increasingly important growth areas. It also discusses transformation approaches and includes a practical action framework aimed at helping providers prepare for the future. [directorci…umroad.com]

As someone who spends a large part of my time helping organisations get ready for Microsoft 365 Copilot, I see a similar pattern everywhere.

Technology is no longer the difficult part.

Change is.

The providers that learn how to guide customers through governance, security, productivity and AI adoption will have an advantage that goes well beyond technical expertise.


This report is really about decisions

At its core, this publication is not a technology report.

It is a business strategy report.

It is designed for MSP owners, technology service providers, Microsoft partners, consultants and investors who want a clearer view of where the industry is heading and what actions may be required to remain competitive. [directorci…umroad.com]

If you already believe everything is fine, the report may challenge your assumptions.

If you are worried about the future, the report may give you a clearer framework for evaluating your options.

Either way, my goal was to provide a practical, evidence-based resource that helps leaders make better decisions during a period of significant industry change.

Because the biggest risk facing most MSPs today is not AI.

It’s assuming tomorrow will look enough like yesterday that no meaningful change is required.

If you’re serious about understanding where managed services may be heading over the next decade, I believe this report will be a worthwhile investment.

Learn more here: Is the Traditional MSP and TSP Business Model Becoming Obsolete?

Stop Hoping Your Team Will “Figure Out Copilot”

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Microsoft 365 Copilot is one of the most powerful productivity tools Microsoft has ever released. Yet many organisations are still struggling to get consistent value from it.

Why?

Because giving people access to Copilot is not the same as teaching them how to use it effectively.

The reality is that most users start with enthusiasm, ask a few basic prompts, get mixed results, and then drift back to their old ways of working. The opportunity remains, but the outcomes never arrive.

That’s exactly why I created the Microsoft 365 Copilot Team Training Guide.


Moving Beyond Random Prompting

Successful Copilot users don’t rely on luck.

They understand:

  • How to structure prompts

  • Which Copilot tool to use for specific tasks

  • How to refine outputs

  • How to work with Copilot rather than simply ask questions

  • How to safely use AI within a business environment

This guide provides practical, repeatable approaches that teams can use every day rather than theoretical discussions about AI.

What’s Included?

The guide covers:

  • Microsoft Word

  • Outlook

  • Teams

  • PowerPoint

  • Excel

  • Copilot Chat

You’ll also learn practical prompting techniques, prompt frameworks, governance considerations, adoption strategies, and ways to measure success across your organisation.

Unlike many AI resources that focus on concepts, every principle is designed to be immediately applied with examples, expected outcomes, tips, and common mistakes to avoid.

Designed For Real Teams

Whether you’re:

  • A business owner investing in Copilot licences

  • An IT manager responsible for adoption

  • A team leader looking to improve productivity

  • An MSP helping clients get value from Copilot

  • A user wanting to work smarter

This guide provides a structured path to getting measurable results from Microsoft 365 Copilot.

Copilot Success Requires More Than a Licence

The organisations seeing the biggest productivity gains are not necessarily those with the most licences.

They’re the organisations that invest in education, consistency, and repeatable ways of working.

The good news is that learning how to use Copilot effectively doesn’t need to be complicated. With the right guidance, your team can quickly move from experimentation to real business outcomes.

Ready to Become a Copilot Champion?

If you want a practical, no-nonsense guide that helps your team use Microsoft 365 Copilot more effectively, then the Microsoft 365 Copilot Team Training Guide is for you.

Get your copy here: Microsoft 365 Copilot Team Training Guide

Stop experimenting. Start mastering Copilot.

Your organisation has already invested in AI. Now it’s time to make sure everyone knows how to use it.

New Publication – Microsoft Intune: Complete Getting Started Guide for MSP Technicians

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https://directorcia.gumroad.com/l/intunegs

Unlock the Power of Modern Device Management with Microsoft Intune!

Are you ready to transform your IT operations and deliver seamless, secure device management for your clients or organization? This publication is your essential guide to mastering Microsoft Intune in small-to-medium business environments, packed with actionable insights, step-by-step instructions, and real-world best practices1.

Why Choose This Guide?
  • Comprehensive & Practical: Written as a hands-on runbook, this publication walks you through every critical step—from tenant setup and device enrollment to policy creation, app deployment, and troubleshooting. Each procedure is explained in clear, jargon-free language, so you know not just what to do, but why it matters1.

  • For All Skill Levels: Whether you’re a Level 1 technician new to device management or a seasoned MSP architect, you’ll find targeted sections for your needs. L1s get the basics and rollout checklists; L2/L3s get advanced automation, multi-tenant architecture, and the latest platform updates1.

  • Up-to-Date for 2026: Stay ahead of the curve with coverage of critical updates, new features, and evolving best practices—including Windows 10 end-of-life, Azure Front Door IP changes, Autopilot v2, AI-powered Intune Suite features, and expanded support for Linux and macOS1.

  • Troubleshooting & Optimization: Avoid common pitfalls with detailed troubleshooting guides, diagnostic tools, and security quick wins. Learn how to monitor, report, and remotely manage devices for maximum efficiency and compliance1.

  • Customer Communication Templates: Reduce helpdesk calls and boost user satisfaction with ready-to-use email templates, BYOD guides, and rollout communications1.

Who Should Buy This Guide?
  • Managed Service Providers (MSPs) seeking to scale operations and deliver consistent, high-quality Intune deployments.

  • IT professionals and consultants responsible for device management, security, and compliance in Microsoft 365 environments.

  • Organizations planning migrations, upgrades, or new deployments of Microsoft Intune.

What You’ll Achieve
  • Confidently build, operate, and troubleshoot Intune environments.

  • Streamline onboarding, policy rollout, and app deployment across Windows, macOS, iOS/iPadOS, and Android.

  • Implement best practices for security, compliance, and ongoing maintenance.

  • Communicate effectively with end users and stakeholders.

Don’t settle for guesswork—equip yourself with the definitive guide to Microsoft Intune and deliver results that delight your clients and users.

See all the titles available at – https://directorcia.gumroad.com/

New publication–Selling & Delivering Microsoft 365 Copilot with AI Governance for SMBs

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https://directorcia.gumroad.com/l/governance

Governance Playbook for MSPs: Selling & Delivering Microsoft 365 Copilot with AI Governance for SMBs

Unlock the full potential of Microsoft 365 Copilot—safely and securely—with this comprehensive Governance Playbook, designed specifically for Managed Service Providers (MSPs) serving small and midsize businesses (SMBs).

Why Purchase This Playbook?
  • Become the Trusted AI Advisor: Position your MSP as the go-to expert for responsible AI adoption. This playbook empowers you to guide clients through every step of deploying Copilot, from policy creation to technical configuration and ongoing compliance monitoring.

  • Mitigate AI Risks: Protect your clients from data leaks, compliance violations, and costly mistakes. The playbook provides actionable strategies to ensure Copilot respects permissions, sensitivity labels, and Data Loss Prevention (DLP) policies—reducing risk and maximizing ROI.

  • Accelerate Secure Productivity: Help clients harness Copilot’s productivity benefits without compromising security. Align AI use with business goals and build lasting trust through robust governance.

What’s Inside?
  • Step-by-Step Guidance: Detailed instructions for drafting AI usage policies, configuring compliance settings, auditing Copilot activity, implementing sensitivity labels, and training users.

  • Ready-to-Use Templates: Includes editable AI Usage Policy templates, Sensitivity Labeling Guides, Compliance Checklists, Training Decks, FAQs, and Incident Response Plans—client-branded for ongoing use.

  • Technical Controls: Learn how to validate and enhance Microsoft 365 security, set up Purview audit logs, restrict SharePoint/Teams access, and manage retention policies.

  • Pricing Models & Packaging: Explore hourly consulting, fixed-price projects, and ongoing managed service options (Bronze/Silver/Gold tiers) to monetize your governance expertise.

  • Deliverables: Receive a toolkit of compliance reports, governance logs, controls test documentation, and user training materials to showcase your thoroughness and value.

Key Benefits
  • Reduce risk and ensure compliance with proven governance strategies.

  • Enhance client confidence and MSP revenue by delivering end-to-end Copilot solutions.

  • Save time with ready-made templates and checklists for rapid deployment.

  • Position your MSP for future strategic projects in cloud, security, and AI readiness.

Investing in this playbook means preventing costly breaches and compliance fines, enabling safe productivity gains, and cementing your role as a strategic technology partner.


Perfect for MSPs looking to differentiate their offerings and deliver a complete, secure, and effective Microsoft 365 Copilot solution. Purchase now to elevate your service and become the trusted advisor your clients need!

Now included with MSP AI Playbook bundle – https://directorcia.gumroad.com/l/mspaipb

See all the titles available at – https://directorcia.gumroad.com/

New publication–Monitoring and Reporting Microsoft Copilot Usage

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https://directorcia.gumroad.com/l/monrepcop

Unlock the Power of Microsoft Copilot: The Ultimate Monitoring & Reporting Guide for SMBs

Are you a Managed Service Provider (MSP) or IT professional seeking to maximize your Microsoft Copilot investment for small-to-medium business tenants?

Discover the definitive resource: Copilot Monitoring and Reporting for SMB Tenants.

Why This Guide Is a Must-Have
  • Step-by-Step Mastery: Learn exactly how to monitor, track, and report on Copilot usage with clear, actionable instructions—no guesswork, just results.

  • Role-Based Security: Implement best practices for administrative roles, ensuring secure and compliant access to Copilot data.

  • License Optimization: Use readiness reports and user activity analytics to assign, reclaim, and optimize Copilot licenses for maximum ROI.

  • Adoption Insights: Leverage AI Adoption Score and advanced metrics to drive digital transformation and boost user engagement.

  • Comprehensive Reporting: Export usage data, build custom dashboards in Power BI, and harness Viva Insights for executive-level analytics.

  • Security & Compliance: Enforce MFA, apply conditional access, and utilize Purview Audit Logs to safeguard sensitive information.

  • Proven MSP Workflows: Follow weekly, monthly, quarterly, and annual checklists to maintain peak Copilot performance and compliance.

What You’ll Achieve
  • Accelerate Copilot Adoption: Identify high-value users, deploy licenses strategically, and monitor real-time usage trends.

  • Transform Data into Decisions: Analyze prompts, agent usage, and app-specific metrics to inform training and business outcomes.

  • Stay Ahead of Risks: Proactively manage security, compliance, and governance with expert-recommended best practices.

  • Drive Business Value: Correlate Copilot usage with ROI, streamline reporting, and empower stakeholders with actionable insights.

Who Should Buy This Guide?
  • MSPs supporting Microsoft 365 tenants

  • IT administrators and consultants

  • Business leaders driving AI adoption

  • Anyone responsible for Copilot deployment, monitoring, or reporting


Don’t miss out on the essential guide trusted by professionals to unlock the full potential of Microsoft Copilot.
Purchase your copy today and transform how you manage, monitor, and report Copilot usage for your organization!

Now included with MSP AI Playbook bundle – https://directorcia.gumroad.com/l/mspaipb

See all the titles available at – https://directorcia.gumroad.com/

New publication–Copilot Training & User Enablement Playbook for MSPs

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https://directorcia.gumroad.com/l/flxnlj

Copilot Training & User Enablement Playbook for MSPs

Unlock the True Value of Microsoft 365 Copilot for Your Clients

The “Copilot Training & User Enablement Playbook for MSPs” is the definitive guide for Managed Service Providers who want to deliver not just Copilot deployments, but real, measurable outcomes for their clients. This comprehensive playbook empowers MSPs to transform Copilot from a shelfware add-on into a daily productivity engine—ensuring clients see rapid ROI, higher user satisfaction, and a competitive edge.

What’s Inside?
  • End-to-End Enablement Program: Step-by-step instructions for designing and delivering a structured Copilot training and change management program, including interactive workshops, ongoing coaching, and promotional strategies.

  • Ready-to-Use Collateral: Templates for reference guides, cheat sheets, workshop agendas, and communication materials that can be quickly customized for any client.

  • Proven Adoption Tactics: Practical advice on driving mindset shifts, securing executive sponsorship, and celebrating early wins to build momentum and sustain usage.

  • Pricing Models & Service Bundles: Clear guidance on how to package, price, and position your training services for maximum value and recurring revenue.

  • AI Center of Excellence Blueprint: A roadmap for offering ongoing support, Q&A clinics, and advanced user enablement as a premium retainer service.
Why Purchase This Playbook?
  • Accelerate Client ROI: Ensure your clients realize the full value of their Copilot investment—studies show that structured training and change management dramatically increase productivity and adoption rates.

  • Differentiate Your MSP: Stand out from competitors who simply “drop off” technology. This playbook positions you as a strategic partner, not just a software reseller.

  • Drive Real Outcomes: Move beyond installation to deliver tangible business results—like reduced document prep time, improved collaboration, and a culture of innovation.

  • Reusable, Scalable Assets: Save time and boost margins with ready-made, customizable materials and a repeatable delivery model.

  • Future-Proof Your Offering: Stay ahead with up-to-date best practices, ongoing support models, and strategies for evolving client needs.
Who Should Buy?
  • MSPs seeking to add high-value, high-margin services to their portfolio.

  • IT consultants and trainers responsible for Microsoft 365 Copilot rollouts.

  • Organizations that have deployed Copilot but struggle with low user adoption.


Don’t just deploy Copilot—make it indispensable.
Purchase the “Copilot Training & User Enablement Playbook for MSPs” and become the partner your clients trust to unlock the full power of AI in their workplace.

Now included with MSP AI Playbook bundle – https://directorcia.gumroad.com/l/mspaipb

See all the titles available at – https://directorcia.gumroad.com/

New publication–Ongoing AI support & Optimization Playbook for MSPs

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https://directorcia.gumroad.com/l/aisupportmsp

Ongoing AI Support & Optimization Playbook (Managed AI  Services for SMB MSPs)

Introducing the Ongoing AI Support & Optimization Playbook – your ultimate guide to mastering managed AI services for SMB MSPs! This comprehensive playbook is designed to empower Managed Service Providers (MSPs) with the knowledge and tools needed to deliver continuous AI support and optimization after deploying Microsoft 365 Copilot.

Why Read This Playbook?
  1. Step-by-Step Guidance: This playbook offers a detailed, step-by-step guide for MSPs to ensure that AI solutions remain effective and aligned with client needs. It covers everything from technical operations to business practices, making it an invaluable resource for maintaining and enhancing AI capabilities.

  2. Proactive Maintenance: Learn how to proactively monitor and improve AI solutions. The playbook provides insights on leveraging Microsoft’s admin tools to track user interactions, measure impact, and gather feedback. This ensures that AI tools like Copilot are always optimized and delivering value.

  3. Business Value Delivery: Discover how to position yourself as a long-term AI partner for your clients. The playbook emphasizes the importance of engaging with stakeholders, demonstrating value, and identifying growth opportunities. This approach helps MSPs build strong, lasting relationships with their clients.

  4. Packaging and Pricing: Get practical advice on how to package, price, and integrate AI services into your existing offerings. The playbook includes best practices for defining service scope, setting clear expectations, and choosing the right pricing model to ensure profitability.

  5. Real-World Examples: Benefit from real-world examples and case studies that illustrate the successful implementation of AI support and optimization strategies. These examples provide valuable insights and inspiration for applying the playbook’s principles in your own business.

Key Benefits
  • Continuous Optimization: Ensure that AI tools like Microsoft 365 Copilot remain effective and up-to-date, providing ongoing value to your clients.

  • Enhanced Client Relationships: Position yourself as a strategic AI partner, not just a technician, by delivering continuous improvement and innovation.

  • Increased Revenue: Identify upsell and expansion opportunities to grow your recurring revenue through managed AI services.

  • Comprehensive Support: Offer a clear support channel for AI-related issues, ensuring that your clients receive timely and effective assistance.

The Ongoing AI Support & Optimization Playbook is a must-read for any MSP looking to excel in the rapidly evolving AI landscape. By following the guidance provided, you can transform a one-time AI deployment into a long-term, profitable service that continuously delivers value to your clients 1.

Don’t miss out on this essential resource – get your copy today and take your AI support services to the next level!

Now included with MSP AI Playbook bundle – https://directorcia.gumroad.com/l/mspaipb

See all the titles available at – https://directorcia.gumroad.com/