Imagine It.

Businesses invest heavily in SaaS and software, yet most never reach full adoption or integration. Features go unused, onboarding is skipped, documentation is scattered, and departments run on disconnected systems.

The result: wasted spend, inefficiency, inaccurate data, and stalled growth. Here are four real stories.

Most software fails not because it’s bad, but because poor onboarding keeps people from using it.
01 · IT Help Desk

ServiceNow Modules

Imagine it…

You’re an IT manager for a regional team that provides help desk support for public schools. You also partner your senior engineers with third parties to implement network and software upgrades during school breaks.

You want to give your team and your leadership clarity: all the great work, the response times, the resolution times. But you’re missing the ability to report. You start investigating and learn your company has paid for three ServiceNow modules for 6+ years and only ever used one: ticketing.

That was the case for this company. $20,000 a month for every employee to have access, and two-thirds of it was never deployed.

$20K/mo

spent on licensing for every employee

1 of 3 paid modules used for 6+ years

Industry
Education Technology
Tool
ServiceNow
The gap
Underutilized features, no reporting
02 · NOC

Fiber ISP Knowledge Base

Imagine it…

You’re onboarded as the engineer for a local fiber ISP. There’s a ticketing system, the NOC sits right in the network and server room, and you’re the best service in the area.

Requests come in and you’re excited to do some installs, but you’re missing something: credentials and documentation. They’re in the head of a guy who had a falling out with the owner. Even worse, someone else was hired after him but before you.

After weeks, you finally get what you think is everything documented. Then the internet goes down, because one certificate was through a different registrar than the others and wasn’t paid.

Yes… it’s happened.

1

unpaid certificate took the service down

Industry
Internet Service Provider
Tool
Knowledge Base System
The gap
Undocumented credentials and systems lost to turnover
03 · Projects

National MSP Project Management

Imagine it…

You’re the finalist for a project manager role at two MSPs in the top 100 largest in the country. One specializes in professional services and cloud hosting. The other wants you to onboard clients with the potential of the entire team.

Something feels off, though. What’s the typical project size, revenue, impact, timeline, and reporting requirement? What tool do you use to manage projects? At both companies, every PM uses something different: ConnectWise, Loop, Jira, MS Project, and recently Smartsheet.

Getting everyone into Smartsheet or Loop has been on both of their radars. They’ve just been too busy.

5+

project tools in use, with no single source of truth

Industry
Managed Service Providers
Tools
ConnectWise, Loop, Jira, MS Project, Smartsheet
The gap
No centralized scheduling, reporting, or process flow
04 · Fleet

IT & Fleet Management

Imagine it…

You’re the IT SME and manager for a non-destructive testing company operating across half the US and Trinidad, with projects in Europe. IT systems aren’t truly documented, systems are disconnected, and you’ve just finished cleaning up roughly $35,000 a month in various subscriptions.

You’re working on integrating HR with Microsoft when something comes up: the fleet department has no master list, no one is tracking who’s an eligible driver, and the telematics system doesn’t update the fleet management system.

Every system between HR, Fleet, and Safety is managed by hand, leading to incorrect information on every front.

$35K/mo

in subscriptions cleaned up

Industry
Non-Destructive Testing
Tools
Fleetio, Geotab
The gap
Disconnected HR, Fleet, and Safety systems
Key lessons

What these experiences taught us

01

Underutilization is waste

Paying for SaaS without adoption wastes money, reduces ROI, and limits organizational impact.

02

Documentation makes or breaks

When knowledge isn’t documented, turnover disrupts operations, causing delays, errors, and unnecessary costs.

03

Disconnects undermine growth

Unaligned tools create inefficiency, duplicate work, and inaccurate data that prevent scalable growth.

Does this sound familiar?

  • Have you or your company had relatable experiences?
  • Did you think throwing more resources into the mix would solve the issue?
  • Have you thought about giving up on the initiative, taking the loss, or been upset with how long it’s taken?

You’re not alone, and it doesn’t have to stay this way. Let’s talk about what success looks like for you.

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