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Integrator
Asked a question 10 months ago

Hi All - I am the CEO of a 13 person service company that is 7 years old built from scratch. I am sitting in the V, I, S&M seat. We are currently doing about $1.3M in revenue and have a healthy backlog into the new year driving MRR. Any thoughts on when the right time to bring an an outside integrator and would fractional work ? We are playing the long term game so willing to invest. Info on us at www.neweconomycpa.com

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Hi Jeff - Glad to see you here! 

There are a number of ways to look at this... Consider questions such as "Are we completing our Rocks and hitting our Scorecard numbers?", "Are we pushing ourselves hard enough?", "Am I giving my team the time and attention I should for them to be successful and develop?", "Am I able to perform all the Roles in my 3 seats to the appropriate level in a reasonable amount of time each week?", "Am I spending as much time as I should on things I enjoy most and that are bringing the most value to the company?". If the answers to any of these are 'no', it would probably be worth your while to explore options. 

You might also want to take the V/I Rocket Fuel assessment, if you haven't already. If you score high on the V and low on the I, the sooner you get an Integrator, the better! :)

Fractional might be a good place to start. Also consider if there is someone inside your organization who GWCs the seat. 

I hope this helps! 

Jason C Roelofs
Next Level Software Leader | COO - EOS Integrator for Xeo Software

Hi @Jeff Allain68 , Congratulations on all that you and your team have built thus far. One tool that could help inform your decision is having everyone in the organization take the organizational checkup and seeing how much work others in your organization see it needing. Of course, there are a wealth of Professional EOS Implementers on here that could dig in and help you find the answer to this as well. Having some outside perspective and objective data would likely help you find the right direction. P.S. Love the website!