MIXED BAG
What are our 3 Pillars
No Noise Technology
Never say no to a reasonable request
Tech should not make your head hurt and should not make you broke
Describe what ERP software is AND what types of businesses does 2W support for Epicor ERP?
Line of business software. Software to optimize how you run and track your business processes.
Manufacturing- primary Distrobution- secondary
What are the main elements we focus on that are included with m365?
What are they are and what are their Microsoft names.
EMAIL: OUTLOOK
COLLABORATION TOOL SET: TEAMS
FILE STORAGE AND FILE SHARING: ONE DRIVE AND SHARE POINT
what are the 4 main parts of a network?
Firewall
Servers
Switches/Routers
Computers
what are the appropriate AI solution names for each platform
Epicor
Microsoft
2W
Co Pilot
RIQ
What is Hook Security and why is it important?
User education and awareness
The biggest risk to companies are the users. Important to educate and continually promote awareness.
What are the two types of licensing for Epicor software and what are the differences.
SaaS: Hands off approach 1. maintenance of the application server 2. Automatically upgraded 3. Automatically patched
On Premise: Hands on approach 1. client responsible for application server 2. client responsible for upgrades. 3. Client responsible for patches.
What funcationality is included in TEAMS
Instant messaging
Calling
Video
Channels
what are the two main MSP plans 2W Tech offers? And what is the difference between them.
Managed User: 24x7 management and monitoring of the network. Asset Management for network 24x7 end user helpdesk - unlimited tickets included.
Base Plan: 24x7 management and monitoring of the network. Asset Management for network 24x7 end user helpdesk: pay time and material for support tickets
How do you explain in very simple terms what Power BI is?
Actionable views of your data
How can 2W help clients with Compliance?
Compliance Assistance Program
Using Microsoft Secure Scorecard: match the specific compliance they are looking to demonstrate.
Meet on a regular cadence with one of our consultants to work through all items so they can qualify for that compliance
2W has solutions to help clients that are on premise licensing.
What is the solution we have for helping them with application server hosting? and describe what it is and why it is valuable.
What is the solution we have for patching help? What is it and why is it valuable.
2W's Epicor in Azure: 31 unique design components. Brings high level of performance. Enhanced security over hardware. Cost effective over other hosted solutions.
Epicor Tune up: Quarterly environment review and clean up including applying to latest patch level. Keeps the software performing well and secure.
what type of licensing do we recommend for all of clients? and what is the number reason why?
Business Premium
Security
Why managed IT Support vs In House IT?
Hard for companies to attain, train and retain IT talent.
Scalability and 24 hour support
What is a red flag for opportunity for BI or AI if a client is using?
Excel!
Where is the best place for me to find sales documentation and literature?
the Insider!
Benefits over SaaS
Allows client to upgrade at own pace. Allows client more access to their environment.
What are the 3 main issues we see in businesses that have m365 NOT with 2w?
1. Security vulnerabilities
2. Paying for 3rd party solutions they do not need
3. Not using what they are already paying for.
What type of clients at 2W Tech can use the click to chat option for 24x7 support? and what is the max time you will be on chat? Who is on the other end of chat?
Managed IT Support clients on either plan
1. Managed User
2. Base Plan
20 minutes
It Consultant (not admin or a computer)
Meeting Summary
SOW Builds
Interview Builder
Communications (email)
Give your 2W Story
Judges
What version of the software do clients need to be on kinetic screens- and classic won't work anymore.
What version to do clients need to be on cloud licensing
2026.1
2028.1
What are the 4 areas we deploy on all our client's business premium licenses and give a concise funcational value of what they do.
MFA: additional way to verify your identity when logging (protect from passcodes being comprised)
Conditional Access Policies: ensure clients cannot disable MFA
Defender for Business: Advanced Anti Virus protection
Intune: remote device management
why is 24x7 support important in the modern world?
Instant gratification society
Fast response to clients and internal employees
Business is 24/7 in the modern world
Name important factors we discuss with our clients to help them with their AI Roadmap.
Governance Plan
Securing your data
Small use cases