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<h1>Managed Service - Executive Summary & Strategic Action Framework</h1>
<p><strong>Prepared by:</strong> Eric Stavola</p>
<p><strong>Prepared For:</strong> James Hwang | Chief Executive Officer</p>
<p><strong>Date:</strong> 7/26/25</p>
<p><strong>Department/Team:</strong> All Managed Services</p>
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<h2>🏆 Executive Summary</h2>
<p><strong>Bottom Line Up Front:</strong> Visual Edge IT has a healthy revenue engine ($7.9M MRR vs. $7.4M plan) but a broken profit conversion system... (summary continues)</p>
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<strong>Revenue Performance</strong>
<p>107% of MRR plan<br/>148 new logos vs. 135 target</p>
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<strong>Margin Crisis</strong>
<p>24% gross margin vs. 30% target<br/>$14M opportunity</p>
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<strong>Operational Chaos</strong>
<p>164 discrete issues across 6 EOS components</p>
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<h2>🪰 Strategic Priority Matrix</h2>
<div class="section-title">🔺 Tier 1 - Immediate Actions (Next 30 Days)</div>
<ul>
<li>True NOC Implementation</li>
<li>Project Engineer Protection</li>
<li>Billing Tiger Team</li>
<li>Role & Responsibility Matrix</li>
<li>Integrate Client NPS/Health Scores</li>
</ul>
<div class="section-title">🔺 Tier 2 - Critical Execution (30–90 Days)</div>
<ul>
<li>Sales Team Technical Maturation</li>
<li>Unified Data Dashboard</li>
<li>Institute a KPI Audit Process</li>
<li>Process Standardization Sprint</li>
<li>Compensation Realignment</li>
</ul>
<div class="section-title">🔺 Tier 3 - Strategic Foundation (90+ Days)</div>
<ul>
<li>Modern Portfolio Offerings</li>
<li>Client Lifecycle Architecture</li>
<li>Security Stack Rationalization</li>
<li>Advanced Analytics Implementation</li>
</ul>
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<p>Data sources: Power BI, ConnectWise, Salesforce, Leadership Meetings</p>
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