IT Nation Connect 2024 Interview: ControlCase
Live from ConnectWise’s 2024 IT Nation Connect event, Rich Freeman speaks with Joshua Hoffman, CRO of compliance-as-a-service vendor ControlCase, about the challenges posed by regulatory compliance and the business opportunity it offers.
Featuring:
ControlCase
with Joshua Hoffman, CRO
ControlCase
Read the Transcript
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Alright, Rich Freeman on the show floor here at IT Nation
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Connect 2024.
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I’m speaking with Josh Hoffman of ControlCase.
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Hi Rich. Um,
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and Josh, we’re gonna talk a little bit about
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what Control Case does,
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but this feels like a timely conversation
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because the CMMC rule pretty much just got
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finalized. Right? There
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Is so much going on with CFMC right now.
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I think it’s 479 pages, uh, of, uh, an incredible amount
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of detail that’s gonna take roughly 76,000 companies on a
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journey that could last years for them
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to become fully compliant with us.
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It’s going to be, uh, an amazing amount
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of enjoyable, I hope, chaos.
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So CMMC is only one of the frameworks of the regulations
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that Control Case helps with.
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Yes. Talk a little bit about, um, control case,
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what you guys do and how you help MSPs
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with challenges like CMMC. Oh,
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Sure. So, uh, this
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is exciting to me.
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Control Case has been in business for about 20 years,
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primarily over that time we’ve been Direct Control Case is
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a, uh, at its core, an audit and compliance company.
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We do readiness, we do assessment.
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We’re a full certifying body
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for over 60 different areas of compliance.
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We iso uh, CMMC, hipaa, hitrust, FedRAMP, PCI,
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uh, F-F-I-E-C for banking Swift.
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There’s an enormous body
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of different pieces of work that we do.
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And on top of that, we have a professional services
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and cybersecurity services team that’s able
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to guide clients through the process.
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Now, the reason that I’m so excited
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to be a control case is we have an opportunity in the MSP
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community to do something different.
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We have a chance to help MSPs monetize the activity related
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to this compliance journey
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that their clients are surely going on.
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And having landed MSP
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before, I know what the pain is like
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to actually see your customer that you know is going
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through this journey, but
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they’re not going through it with you.
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You don’t have the expertise.
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Maybe you might not have the desire,
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you might not have the staffing,
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you might not even be certified yourself
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and the customers, they find a way
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to get this done sometimes
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through another compliance partner.
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And as an MSP, first of all, you wanna make sure
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that you own that client relationship.
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You are the heartbeat of their technological existence.
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And if you’re not guiding them
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through such an important process,
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you’re missing out on something.
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You’re also the expert.
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You have all the information, you have the ability
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to make the journey faster, easier, less expensive.
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But if that client is going through another partner,
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you’re missing out on what may be one
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of the most profitable things that you can do as an MSP,
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the remediation activity that comes with it.
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And so it can control case launching our MSP services,
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we’re able to adjust customer data, tell you
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what compliance journeys your clients are going on already.
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We’re able to help develop a value proposition co-market
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with you, co-sell with you if you need to.
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We’ll sell with you not to you.
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We’re never taking any money from MSPs.
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We’ll help you get that customer through the journey.
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And our commitment is the remediation activity
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that goes to the MSP.
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And that means that you’re protecting the house.
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You’re helping to be that credible resource
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for your customers control case.
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We’re gonna make a difference in this market with MSPs.
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I’ve spent 15 years helping MSPs monetize different types
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of product and services.
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This is gonna be a big deal.
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So in addition to the remediation work,
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and that’s good solid moneymaking work right there.
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It is their money coming in
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through the partnership with control case.
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Yeah, well there can be.
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So it depends on the type of certification.
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If you’re talking about CMMC, it’s not legal for us
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to actually have dollars.
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Other types of work, we’re able
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to do things like revenue share.
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We’re able to do things like discount it down
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and they can install it into the statement of work
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that they’re doing and they can earn dollars off of that.
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We want the MSPs to make money in this.
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We are a monetization n engine.
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And so the only money
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that they’ll ever see is gonna come from us
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or their clients throughout the journey.
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And of course the remediation does matter.
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If they have a bar business, then there’s a possibility of
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that, especially in the form of cybersecurity,
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SOC two certifications, things like that,
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that can bring up other things.
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And we’ll work with the other partners in their community
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to make sure network stays with them.
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You know, um, you, you were talking
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and no MSP wants some other provider in the account working
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with them on compliance or, or or whatever.
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It has to be along those lines.
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But the reason they let that happen quite often is
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’cause they are so intimidated by
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compliance and, and frameworks.
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And so it sounds like what you’re doing is offering
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MSPs a way to own that part of the relationship
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with the end user without necessarily, um,
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making promises about capabilities you don’t
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have, et cetera. You’re
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Hitting the nail on the head.
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Well, in the case of compliance, the client always has
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to know that there’s somebody else
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because somebody has to sign that certification.
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And so shouldn’t it be somebody, the MSP trust,
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shouldn’t it be somebody that’s helping them monetize it?
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Shouldn’t it be somebody that’s going to market with them?
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Not to them, it, it should be somebody
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that’s a part of their team.
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And at Control case we have the ability to be a part
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of their team and to have that trusted relationship
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where the customer feels like we’re all one together.
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And it’s pretty powerful.
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It is very different than what the experience is today.
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And you know, again, having led an MSP, I know
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what it’s like to be on the losing end of that
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and say, oh my gosh, my customer’s been doing this.
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They’re doing it with somebody else.
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And now I’ve lost the relationship.
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I’m no longer at the center of
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that technological journey for them.
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Can’t have that happen. MSPs are
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too important for that to happen.
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Okay. Really interesting concept. Uh, interesting story.
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Great talking with you. Josh Hoffman from Control Case.
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Thank you so much, Richard. Sir,
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I really appreciate the time of here.
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It’s so kind.
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Alright, Rich Freeman on the show floor here at IT Nation
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00:00:02.940 –> 00:00:04.100
Connect 2024.
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I’m speaking with Josh Hoffman of ControlCase.
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00:00:07.185 –> 00:00:08.445
Hi Rich. Um,
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00:00:08.505 –> 00:00:10.085
and Josh, we’re gonna talk a little bit about
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00:00:10.085 –> 00:00:11.125
what Control Case does,
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00:00:11.125 –> 00:00:13.405
but this feels like a timely conversation
8
00:00:13.405 –> 00:00:16.685
because the CMMC rule pretty much just got
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finalized. Right? There
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Is so much going on with CFMC right now.
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I think it’s 479 pages, uh, of, uh, an incredible amount
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of detail that’s gonna take roughly 76,000 companies on a
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journey that could last years for them
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to become fully compliant with us.
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It’s going to be, uh, an amazing amount
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of enjoyable, I hope, chaos.
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So CMMC is only one of the frameworks of the regulations
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that Control Case helps with.
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Yes. Talk a little bit about, um, control case,
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what you guys do and how you help MSPs
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with challenges like CMMC. Oh,
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Sure. So, uh, this
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is exciting to me.
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Control Case has been in business for about 20 years,
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00:00:59.715 –> 00:01:04.285
primarily over that time we’ve been Direct Control Case is
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a, uh, at its core, an audit and compliance company.
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We do readiness, we do assessment.
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We’re a full certifying body
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for over 60 different areas of compliance.
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We iso uh, CMMC, hipaa, hitrust, FedRAMP, PCI,
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uh, F-F-I-E-C for banking Swift.
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There’s an enormous body
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of different pieces of work that we do.
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00:01:26.065 –> 00:01:28.245
And on top of that, we have a professional services
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and cybersecurity services team that’s able
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to guide clients through the process.
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Now, the reason that I’m so excited
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to be a control case is we have an opportunity in the MSP
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community to do something different.
40
00:01:40.385 –> 00:01:44.725
We have a chance to help MSPs monetize the activity related
41
00:01:44.785 –> 00:01:46.005
to this compliance journey
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00:01:46.005 –> 00:01:47.845
that their clients are surely going on.
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And having landed MSP
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before, I know what the pain is like
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to actually see your customer that you know is going
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through this journey, but
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they’re not going through it with you.
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You don’t have the expertise.
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Maybe you might not have the desire,
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00:02:02.465 –> 00:02:03.925
you might not have the staffing,
51
00:02:04.185 –> 00:02:06.125
you might not even be certified yourself
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00:02:06.745 –> 00:02:09.805
and the customers, they find a way
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to get this done sometimes
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through another compliance partner.
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00:02:13.465 –> 00:02:16.565
And as an MSP, first of all, you wanna make sure
56
00:02:16.565 –> 00:02:18.245
that you own that client relationship.
57
00:02:18.545 –> 00:02:21.605
You are the heartbeat of their technological existence.
58
00:02:21.865 –> 00:02:23.085
And if you’re not guiding them
59
00:02:23.085 –> 00:02:24.485
through such an important process,
60
00:02:24.785 –> 00:02:26.085
you’re missing out on something.
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You’re also the expert.
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00:02:27.625 –> 00:02:30.245
You have all the information, you have the ability
63
00:02:30.245 –> 00:02:34.045
to make the journey faster, easier, less expensive.
64
00:02:34.785 –> 00:02:37.685
But if that client is going through another partner,
65
00:02:38.065 –> 00:02:40.085
you’re missing out on what may be one
66
00:02:40.085 –> 00:02:42.765
of the most profitable things that you can do as an MSP,
67
00:02:42.945 –> 00:02:44.925
the remediation activity that comes with it.
68
00:02:45.385 –> 00:02:48.645
And so it can control case launching our MSP services,
69
00:02:49.175 –> 00:02:51.725
we’re able to adjust customer data, tell you
70
00:02:51.725 –> 00:02:54.325
what compliance journeys your clients are going on already.
71
00:02:54.895 –> 00:02:58.325
We’re able to help develop a value proposition co-market
72
00:02:58.325 –> 00:03:00.445
with you, co-sell with you if you need to.
73
00:03:00.495 –> 00:03:02.165
We’ll sell with you not to you.
74
00:03:02.495 –> 00:03:04.725
We’re never taking any money from MSPs.
75
00:03:05.215 –> 00:03:07.365
We’ll help you get that customer through the journey.
76
00:03:07.825 –> 00:03:10.165
And our commitment is the remediation activity
77
00:03:10.395 –> 00:03:11.645
that goes to the MSP.
78
00:03:11.985 –> 00:03:13.805
And that means that you’re protecting the house.
79
00:03:14.105 –> 00:03:16.125
You’re helping to be that credible resource
80
00:03:16.145 –> 00:03:18.445
for your customers control case.
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We’re gonna make a difference in this market with MSPs.
82
00:03:20.525 –> 00:03:24.685
I’ve spent 15 years helping MSPs monetize different types
83
00:03:24.685 –> 00:03:25.725
of product and services.
84
00:03:26.515 –> 00:03:27.845
This is gonna be a big deal.
85
00:03:28.785 –> 00:03:31.045
So in addition to the remediation work,
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00:03:31.065 –> 00:03:33.445
and that’s good solid moneymaking work right there.
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00:03:33.705 –> 00:03:35.325
It is their money coming in
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00:03:35.325 –> 00:03:37.725
through the partnership with control case.
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00:03:37.835 –> 00:03:39.045
Yeah, well there can be.
90
00:03:39.065 –> 00:03:41.045
So it depends on the type of certification.
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00:03:41.065 –> 00:03:44.085
If you’re talking about CMMC, it’s not legal for us
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00:03:44.085 –> 00:03:45.125
to actually have dollars.
93
00:03:45.735 –> 00:03:47.645
Other types of work, we’re able
94
00:03:47.645 –> 00:03:49.285
to do things like revenue share.
95
00:03:49.295 –> 00:03:51.965
We’re able to do things like discount it down
96
00:03:51.985 –> 00:03:53.965
and they can install it into the statement of work
97
00:03:53.965 –> 00:03:56.925
that they’re doing and they can earn dollars off of that.
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We want the MSPs to make money in this.
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We are a monetization n engine.
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And so the only money
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that they’ll ever see is gonna come from us
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or their clients throughout the journey.
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And of course the remediation does matter.
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If they have a bar business, then there’s a possibility of
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that, especially in the form of cybersecurity,
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SOC two certifications, things like that,
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that can bring up other things.
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And we’ll work with the other partners in their community
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to make sure network stays with them.
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You know, um, you, you were talking
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and no MSP wants some other provider in the account working
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with them on compliance or, or or whatever.
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It has to be along those lines.
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But the reason they let that happen quite often is
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’cause they are so intimidated by
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compliance and, and frameworks.
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And so it sounds like what you’re doing is offering
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MSPs a way to own that part of the relationship
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with the end user without necessarily, um,
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making promises about capabilities you don’t
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have, et cetera. You’re
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Hitting the nail on the head.
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Well, in the case of compliance, the client always has
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to know that there’s somebody else
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because somebody has to sign that certification.
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And so shouldn’t it be somebody, the MSP trust,
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shouldn’t it be somebody that’s helping them monetize it?
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Shouldn’t it be somebody that’s going to market with them?
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Not to them, it, it should be somebody
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that’s a part of their team.
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And at Control case we have the ability to be a part
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of their team and to have that trusted relationship
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where the customer feels like we’re all one together.
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And it’s pretty powerful.
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It is very different than what the experience is today.
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And you know, again, having led an MSP, I know
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what it’s like to be on the losing end of that
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and say, oh my gosh, my customer’s been doing this.
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They’re doing it with somebody else.
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And now I’ve lost the relationship.
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I’m no longer at the center of
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that technological journey for them.
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Can’t have that happen. MSPs are
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too important for that to happen.
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Okay. Really interesting concept. Uh, interesting story.
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Great talking with you. Josh Hoffman from Control Case.
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Thank you so much, Richard. Sir,
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I really appreciate the time of here.
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It’s so kind.