Scaling an MSP With Automation with Matt Forman (EP 1070)
Matt Forman from The Local Circuit and I sit down for a good old-fashioned MSP catch-up, covering his steady growth, a changing vendor stack, and why automation is helping his team do more without hiring faster than they need to. We also get into practical AI guardrails, ticket triage, and the tools that save real time in the field.
We talk through some decisions MSP owners deal with every day: changing cloud-distribution partners because of payment-processing costs, moving from Synchro to Halo and NinjaOne, and putting Huntress to work for endpoint and Microsoft 365 identity protection. Matt also explains how his internal AI tools are helping triage tickets, improve ticket subjects, produce technical suggestions, automate onboarding and offboarding, and reduce the little repetitive tasks that steal time from the day.
=== Chapters
- 01:01 Show Intro and Guest Reunion
- 03:57 Switching MSP Platforms
- 07:05 Recognition and Business Growth
- 09:34 Team Expansion and Leadership
- 12:06 Exploring AI Operations
- 16:34 AI Ticket Triage
- 19:03 NetAlly Tools That Save Trips
- 27:05 Pitch It and TechCon Updates
- 31:05 RMM Stack and Security Choices
- 35:02 Huntress Protection Deep Dive
- 38:56 AI Adoption and Automation
- 42:10 Practical AI for Podcasting
=== Events
- TechCon Unplugged: https://techconunplugged.com
- Discount Code: TCUMarvin
=== SPONSORS:
- Technology Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
- Technology Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
- Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
- Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready
=== SHOW MUSIC:
- Item Title: Upbeat & Fun Sports Rock Logo
- Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
- Author Username: AlexanderRufire
- Item License Code: 7X9F52DNML
=== Commercial Music
- Item Title: Powerful Stomping Sport Rock
- Item URL: https://app.envato.com/item/11641b84-e388-471c-bc92-e1187141d2ad
- Author Username: Loka_music
- Item License Code: RJ3B2NGXVT
=== Connect with Uncle Marv
🌐 Website: https://www.itbusinesspodcast.com/
🎙 Host: Marvin Bee
🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ
☕ Support the show: https://ko-fi.com/itbusinesspodcast
If you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.
Owner / Chief Techie
Since 2000, I have been working in the information technology field. My passion is the support of small businesses and local municipalities, in regard to their I.T. networks, security, and technology-driven business practices.
In 2006, I took over ownership and management of the Local Circuit and grew it from the one-man-band, which was doing break/fix computer repair, to the consistently growing 30+ client MSP that we are today.
Outside of the business world, I have worked alongside friends and supporters to provide clean drinking water projects and new water wells in developing countries around the world. I have spent time in places like Haiti, Kenya, and Malawi drilling wells, installing water purification systems and providing other social initiatives. In 2017, I founded the Gen1 Project, a 501(c)(3), where I currently serve as Executive Director. Our purpose is to empower the next generation with clean water initiatives, humanitarian aid, micro-finance projects, and various other advocacy programs which create and sustain life in developing nations.
I am a husband and father of three who enjoys time in the mountains, off-roading with my RZR, hunting, camping, and being outdoors. Downtime for me means getting out of the concrete jungle and off the beaten path.
