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Long Island on site · Remote across the US

What I built, and what it changed.

An HVAC manufacturer’s rep, a security camera distributor and an IT MSP. One as an independent consultant, two from the inside. Each one is written the same way: the problem, what I built, and what changed.

Call (631) 306-4805Book a free 30-min call →

Free · 30 minutes · No pitch. Bring your own version of the problem.

Case files · 3 written up

  1. HVAC manufacturer’s rep New York City · 20 staff 2016toGone the server that ran everything, retired
  2. Security camera distributor 180 users · 11 locations Re-keyedto20+ flows carrying customers, quotes, orders, stock and prices
  3. IT MSP multi-customer 4 sourcesto1 report monitoring, ticketing and SOC data

Clients named on their case-study page.

  1. Case study 01 / 03

    2016toGone the server that ran everything, retired

    HVAC manufacturer’s rep · New York City · 20 staff

    Independent consultant · MikeG 3D LLC

    The 2016 server is gone, and one system carries a job from quote to commission.

    • IT Systems
    • Custom Software
    Before
    One 2016 server on its original drives, a firewall portal open to the internet, and no one on 2FA.
    After
    Microsoft 365 and Entra ID, a hardened edge, off-site backups, and one application from quote to commission report.

    If your office still runs on one old server and a firewall nobody has checked, this is the same job.

    • 1 system quote, order, POs, invoice and commission
    • No 2FAtoEntra ID Conditional Access and Intune on every device
    • 98% fulltoOff-site the data drive; now Synology to Backblaze B2

  2. Case study 02 / 03

    Re-keyedto20+ flows carrying customers, quotes, orders, stock and prices

    Security camera distributor · 180 users · 11 locations

    IT director · In-house

    Three systems, one set of data.

    • Automation & Data
    • IT Systems
    Before
    Acumatica, Salesforce and WooCommerce each kept their own customers, products, prices and stock.
    After
    One set of data. Customers, quotes, orders, stock by warehouse and prices move between all three.

    If your web store, CRM and ERP each show a different price or stock count, this is the same fix.

    • 3 systemsto1 record ERP, CRM and web store describe the same customer
    • Out of steptoPolled stock by warehouse, about $15M of it, on the web store
    • By handtoSynced about 3,000 products, with prices and attributes

  3. Case study 03 / 03

    4 sourcesto1 report monitoring, ticketing and SOC data

    IT MSP · multi-customer

    Senior systems administrator, on contract through an MSP

    Four sources in, one report out, for every customer.

    • Custom Software
    Before
    On-call time tallied apart from the incidents, and customer reports assembled by hand from four sources.
    After
    Per-customer reports that build themselves and land in Teams and SharePoint.

    If your reports are copied from four places into a spreadsheet every month, this is the same fix.

    • By handto0 h of on-call tallying; hours come from the incident itself
    • AssembledtoScheduled every customer’s report, delivered to Teams and SharePoint
    • ScatteredtoOne stack Telegraf, InfluxDB and Grafana inside each customer network

Your version of the problem

Most of the work is not written up.

Ask me on the call about work like yours. I will tell you what I did, what went wrong and what I would do differently.

Mike Garfinkel · Islip, NY · A.S. Computer Science · CompTIA A+ More about me

Call (631) 306-4805Book a free 30-min call →

Free · 30 minutes · No pitch.

Start from the service

The three things I do, with the rates.

Every rate on one page Microsoft 365 and third-party licensing are billed separately at cost.

Next step

Talk to the engineer who will do the work.

One call, thirty minutes, no pitch deck. I listen first, then I tell you what I would do about it.

Call (631) 306-4805Book a free 30-min call →

Rather write it down? [email protected]

Mon–Fri 9am–5pm ET · Islip, NY