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Discover how Sourcepass can elevate your operations with Microsoft Dynamics, a powerful mid-market ERP solution designed for growth. In this video, we explore the challenges businesses face when outgrowing entry-level accounting systems like QuickBooks and the signs that indicate it's time to transition to a more robust solution. Key topics include: - Identifying common pain points with QuickBooks, such as integration issues, multi-user constraints, and reporting limitations. - The advantages of Microsoft Dynamics as a cloud-based ERP solution tailored for small to medium-sized businesses. - How Dynamics integrates seamlessly with advanced reporting tools like Power BI, offering comprehensive data visualization and management capabilities. You'll learn that many misconceptions about the cost of mid-market solutions have been debunked, as Microsoft continues to make Dynamics more accessible. Experience how Sourcepass not only sells and implements Dynamics but also optimizes and supports it, providing a complete solution for managing financials, inventory, and banking. Key takeaways include: - Understanding when to upgrade from QuickBooks to Dynamics. - How Sourcepass’ comprehensive approach complements existing IT infrastructure, enhancing overall operational efficiency. - Actionable insights into leveraging Dynamics for better reporting and data management. Join us for an insightful discussion on how Sourcepass empowers businesses to streamline their processes and achieve greater operational control. 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In this session, Brian Spano, Director of Product Development, along with Brittany, our Senior Product Manager, and Rachel, our UX/UI Product Designer, will delve into how this innovative feature empowers your team with more value, control, and scalability. **What You Will Learn:** - **Introduction to the Ticket Board**: Understand the motivation behind transitioning from ConnectWise to Quest, designed to eliminate the visibility gaps and streamline your IT operations. - **Live Demonstration**: Rachel will guide you through a live demo showcasing how to manage and track tickets effectively within Quest, minimizing the hassle of switching between tools. - **Enhanced Functionality**: Learn about the new features that allow for better organization, time tracking, and ticket management, all in one platform. - **Future Roadmap**: Discover how the ticket board will evolve, moving entirely into Quest and providing you with richer insights and reporting capabilities. **Key Takeaways:** - Gain operational control over your IT tasks without the dependency on SourcePass for visibility. - Experience a platform built to scale alongside your growing business needs. - Leverage real-time data for more effective planning and decision-making. Whether you're a current co-managed client or new to SourcePass, this session will equip you with the knowledge to enhance your team's productivity and IT management. 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Managed SOC vs In-House SOC: The True Cost of Building Your Own Security Team Is it better to build your own Security Operations Center or outsource to a managed SOC provider? In this focused clip, Rob Villano, Principal Security Consultant at Sourcepass, explains the real investment required to build an internal SOC and why many organizations choose a managed SOC instead. From staffing three 24/7 shifts to retaining certified security analysts, this segment breaks down the operational, financial, and talent challenges of maintaining round-the-clock threat monitoring. What This Clip Covers • The true cost of building an internal SOC • Why 24/7/365 coverage requires multiple certified analysts • The staffing challenges of running three security shifts • Turnover risks and retraining costs • Why cybersecurity talent retention is difficult • How a managed SOC eliminates hiring and training burdens • How Sourcepass acts as an extension of your IT infrastructure • The value of continuous monitoring, management, and remediation Building an in-house SOC requires: ✔ Certified security professionals ✔ Multiple shifts for true 24/7 coverage ✔ Ongoing training and upskilling ✔ Retention planning to avoid turnover risk ✔ Significant long-term investment A managed SOC provider delivers those capabilities immediately, without the overhead of recruiting, training, and maintaining a full security operations staff. Who Should Watch • CIOs evaluating security strategy • IT Directors considering outsourcing security monitoring • Mid-market and enterprise leaders • Organizations struggling with cybersecurity staffing • Companies seeking 24/7 threat detection and response FAQs Is building an internal SOC expensive? Yes. You must hire multiple certified analysts to cover 24/7 shifts, provide benefits, manage retention, and continually train staff. How many people are needed for a 24/7 SOC? True round-the-clock coverage typically requires at least three shifts plus management and backup resources. What are the benefits of outsourcing SOC services? Lower cost, immediate access to expertise, 24/7 monitoring, reduced turnover risk, and enterprise-grade threat detection. Does a managed SOC replace my IT team? No. It acts as an extension of your infrastructure and enhances your internal capabilities. Learn More About Managed SOC Services Explore enterprise cybersecurity solutions from Sourcepass: https://www.sourcepass.comhttps://www.sourcepass.com/hubfs/VIDEO/CORE%20EXPLAINERS/Sourcepass%20Enterprise%20In-House%20vs.%20Managed%20SOC.mp485nonoInHouseSOCSecurityMonitoringSourcePassServicesManagedSOCCybersecuritySolutionshttps://www.sourcepass.com/hubfs/COMPLIANCE_%20ISO_IEC%20(3).pngCOMPLIANCE_ ISO_IEC (3)COMPLIANCE_ ISO_IEC (3)https://www.sourcepass.com/hubfs/Award%20Logo%20(2).svgAward Logo (2)Award Logo (2)https://www.sourcepass.com/hubfs/businessman%20hand%20working%20with%20modern%20technology%20and%20digital%20layer%20effect%20as%20business%20strategy%20concept.jpegbusinessman hand working with modern technology and digital layer effect as business strategy conceptbusinessman hand working with modern technology and digital layer effect as business strategy 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This video explores how a modern Managed Service Provider (MSP) combines service delivery, AI-driven innovation, and strategic insight to enhance stability, security, and user experience. 🔍 What You’ll Learn How a tiered support model (Level 1, 2, and 3) ensures fast and effective issue resolution The key performance indicators (KPIs) that define IT service excellence, including CSAT, response time, and resolution time How service and strategy work together to drive long-term business value The role of AI-powered triage in improving efficiency and enhancing the human experience Why people, process, and communication are essential to delivering superior IT support The benefits of separating professional services from day-to-day IT support How Sourcepass builds trust through transparency, accountability, and proactive communication Real-world examples of complex technical challenges resolved through collaboration and expertise 💡 Key Takeaways Client-Centric Support: Dedicated teams provide tailored solutions and personalized service. 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Sourcepass Professional Service leaders delve into the complexities of IT project management and engineering. With a combined expertise of over a century, they share how their Professional Services team excels in delivering IT solutions that transform client environments while mitigating risks. Key takeaways from this video include: - An overview of the diverse roles within the Professional Services team, including infrastructure, cloud engineering, and project management. - Insights on the importance of thorough preparation and risk mitigation in executing successful IT projects. - A discussion on the significance of communication and client engagement throughout every project phase to ensure a seamless experience. - Real-world examples of how SourcePass has effectively helped clients upgrade their IT infrastructure, demonstrating their commitment to excellence and client satisfaction. Discover how Sourcepass's dedication to understanding client needs and fostering transparent communication sets them apart in the IT services industry. Learn how their approach not only enhances operational efficiency but also cultivates enduring relationships built on trust and support. Tune in to explore the secret sauce of delivering an IT experience that clients love!https://www.sourcepass.com/hubfs/VIDEO/CORE%20EXPLAINERS/An%20Introduction%20to%20Sourcepass%20ProServ%20%7C%20Professional%20IT%20Solutions%20by%20Sourcepass.mp41300nonoSourcepassProServClientSatisfactionITProjectManagementProfessionalITSolutionsCloudEngineeringhttps://7493628.fs1.hubspotusercontent-na1.net/hubfs/7493628/VIDEO/CORE%20EXPLAINERS/An%20Introduction%20to%20Client%20Strategy%20&amp%3B%20vCIO%20Services.mp4/medium.jpgAn Introduction to Client Strategy and vCIO ServicesAn Introduction to Client Strategy & vCIO Serviceshttps://www.sourcepass.com/hubfs/VIDEO/CORE%20EXPLAINERS/An%20Introduction%20to%20Client%20Strategy%20&amp%3B%20vCIO%20Services.mp4883nonoVCIOServicesClientStrategyProactiveITTechnologyRoadmapManagedServiceProviderhttps://7493628.fs1.hubspotusercontent-na1.net/hubfs/7493628/VIDEO/PROFESSIONAL%20VIDEO/About%20Sourcepass%20%7C%20Chuck%20Canton%2c%20CEO%20and%20Co-Founder.mp4/medium.jpgAbout Sourcepass | Chuck Canton, CEO & Co-FounderAre you a small to mid-sized business seeking robust IT and cybersecurity solutions? Discover how SourcePass empowers you to protect your business while enhancing your technological capabilities. In this video, we delve into the unique offerings of SourcePass, a modern IT and cybersecurity partner dedicated to ensuring your peace of mind. Key points include: - **Comprehensive Managed IT Services**: Learn how our end-to-end 24/7 support helps you focus on your core business while we manage your IT needs. - **AI-Enabled Platform, Quest**: Explore how Quest modernizes your IT experience, providing seamless access to a broad portfolio of services while enhancing efficiency. - **Strong Partnership Focus**: Understand our commitment to building long-term relationships, where every team member, from executives to support staff, is just a call away. - **Security First Approach**: Discover how SourcePass addresses industry-specific cybersecurity threats, ensuring your data and operations remain secure amidst evolving risks. Key takeaways from this video include actionable insights on leveraging our services for regulatory compliance, enhancing operational efficiency, and achieving real-time visibility into your IT environment. Join us as we showcase how SourcePass stands out in the industry by prioritizing your business needs and fostering a supportive partnership that lasts for decades. Experience the peace of mind you deserve while we take care of your technology and security challenges.https://www.sourcepass.com/hubfs/VIDEO/PROFESSIONAL%20VIDEO/About%20Sourcepass%20%7C%20Chuck%20Canton%2c%20CEO%20and%20Co-Founder.mp486nonoModernITProviderSourcePassPartnershipAIEnabledPlatformSmallBusinessTechnologyCybersecuritySolutionshttps://7493628.fs1.hubspotusercontent-na1.net/hubfs/7493628/VIDEO/CORE%20EXPLAINERS/INTRODUCTION%20TO%20SERVICE.mp4/medium.jpgIntroduction to Sourcepass Service | Managed ITDelivering an IT Experience Clients Love: Inside Sourcepass Service & Support Discover how Sourcepass delivers exceptional managed IT services through a people-first approach, innovative technology, and a commitment to operational excellence. In this behind-the-scenes conversation, David Malngoni, Director of Service Operations, and Jas Fernandez, Senior Director of Service, share how Sourcepass empowers organizations with responsive, strategic, and scalable IT support. This video explores how a modern Managed Service Provider (MSP) combines service delivery, AI-driven innovation, and strategic insight to enhance stability, security, and user experience. 🔍 What You’ll Learn How a tiered support model (Level 1, 2, and 3) ensures fast and effective issue resolution The key performance indicators (KPIs) that define IT service excellence, including CSAT, response time, and resolution time How service and strategy work together to drive long-term business value The role of AI-powered triage in improving efficiency and enhancing the human experience Why people, process, and communication are essential to delivering superior IT support The benefits of separating professional services from day-to-day IT support How Sourcepass builds trust through transparency, accountability, and proactive communication Real-world examples of complex technical challenges resolved through collaboration and expertise 💡 Key Takeaways Client-Centric Support: Dedicated teams provide tailored solutions and personalized service. AI-Enhanced Efficiency: Intelligent automation streamlines ticket routing and improves response times. Strategic IT Alignment: Service insights inform long-term planning, stability, and security improvements. Scalable IT Operations: A structured and tiered model supports organizations as they grow. 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Discover how SourcePass empowers you to protect your business while enhancing your technological capabilities. In this video, we delve into the unique offerings of SourcePass, a modern IT and cybersecurity partner dedicated to ensuring your peace of mind. Key points include: - **Comprehensive Managed IT Services**: Learn how our end-to-end 24/7 support helps you focus on your core business while we manage your IT needs. - **AI-Enabled Platform, Quest**: Explore how Quest modernizes your IT experience, providing seamless access to a broad portfolio of services while enhancing efficiency. - **Strong Partnership Focus**: Understand our commitment to building long-term relationships, where every team member, from executives to support staff, is just a call away. - **Security First Approach**: Discover how SourcePass addresses industry-specific cybersecurity threats, ensuring your data and operations remain secure amidst evolving risks. Key takeaways from this video include actionable insights on leveraging our services for regulatory compliance, enhancing operational efficiency, and achieving real-time visibility into your IT environment. Join us as we showcase how SourcePass stands out in the industry by prioritizing your business needs and fostering a supportive partnership that lasts for decades. Experience the peace of mind you deserve while we take care of your technology and security challenges.https://www.sourcepass.com/hubfs/VIDEO/PROFESSIONAL%20VIDEO/About%20Sourcepass%20%7C%20Chuck%20Canton%2c%20CEO%20and%20Co-Founder.mp486nonoModernITProviderSourcePassPartnershipAIEnabledPlatformSmallBusinessTechnologyCybersecuritySolutionshttps://www.sourcepass.com/hubfs/light%20sourcepass%20logo%20for%20banners.svglight sourcepass logo for bannerslight sourcepass logo for bannershttps://www.sourcepass.com/hubfs/ISO%20IEC%2027001%20Badge.pngISO IEC 27001 BadgeISO IEC 27001 Badgehttps://www.sourcepass.com/hubfs/Sourcepass%20Logo%202026%20Dark.svgSourcepass Logo 2026 DarkSourcepass Logo 2026 Darkhttps://www.sourcepass.com/hubfs/Rounded%20Edge%20Graphics%20600x400px%20(6).pngRounded Edge Graphics 600x400px (6)Rounded Edge Graphics 600x400px (6)https://www.sourcepass.com/hubfs/Sourcepass%20Logo%202026%20White.svgSourcepass Logo 2026 WhiteSourcepass Logo 2026 Whitehttps://www.sourcepass.com/hubfs/OLD%20AND%20OUTDATED/OLD%20FOLDERS/Icons%202024/linkedin-brands-solid.svglinkedin-brands-solidlinkedin-brands-solidhttps://www.sourcepass.com/hubfs/Denver%20Team%203.svgDenver Team 3Denver Team 3https://www.sourcepass.com/hubfs/MEGAMENU%20DESIGN3.svgMEGAMENU DESIGN3MEGAMENU DESIGN3https://www.sourcepass.com/hubfs/Denver%20Collage%202026.svgDenver Collage 2026Denver Collage 2026https://www.sourcepass.com/hubfs/Denver%20Locations%20Page.pngDenver Locations PageDenver Locations Pagehttps://www.sourcepass.com/hubfs/Award%20Logo%20(2).svgAward Logo (2)Award Logo (2)https://www.sourcepass.com/hubfs/Untitled%20design%20(3).svgUntitled design (3)Untitled design (3)https://www.sourcepass.com/hubfs/youtube-brands-solid-full.svgyoutube-brands-solid-fullyoutube-brands-solid-fullhttps://www.sourcepass.com/hubfs/aicpa-soc-ii-compliant_logo.pngaicpa-soc-ii-compliant_logoaicpa-soc-ii-compliant_logohttps://www.sourcepass.com/hubfs/SOC-ISO-Logos2-1.pngSOC-ISO-Logos2-1SOC-ISO-Logos2-12026-10-29https://www.sourcepass.com/gov/physical-security-solutionshttps://7493628.fs1.hubspotusercontent-na1.net/hubfs/7493628/VIDEO/WEBINARS/K-12%20Cybersecurity%20Are%20You%20AI%20and%20Audit%20Ready%20%7C%20Sourcepass%20GOV%20%7C%20Public%20Sector%20IT.mp4/medium.jpgK-12 Cybersecurity: Are You AI and Audit Ready | Sourcepass GOV | Public Sector ITJoin us for an insightful session on K-12 cybersecurity: Are you audit ready and AI ready? In this SourcePass Gov webinar, we dive deep into the critical intersection of cybersecurity and education, focusing on the unique challenges facing K-12 institutions today. Key topics covered in this presentation include: - **Understanding the Current Landscape**: Discover why K-12 schools are prime targets for cyber incidents, with over 82% experiencing an attack recently. We discuss the implications of ransomware, phishing, and data breaches on educational continuity. - **Legal and Regulatory Compliance**: Learn about New York State's Ed Law 2-D and Part 121, which governs data security measures for K-12 districts. Our discussion will highlight compliance requirements, including encryption, data protection agreements, and breach notification protocols. - **AI Readiness and Audit Preparedness**: Explore how the rise of AI impacts data security and the necessity of integrating AI governance into existing frameworks. We address the importance of conducting AI risk assessments to ensure compliance and security. - **Best Practices and Frameworks**: Gain insights into the NIST Cybersecurity Framework and its significance in aligning K-12 cybersecurity practices with regulatory expectations. We will provide actionable strategies for maintaining audit-ready documentation and effective risk management. By the end of this session, attendees will have a clearer understanding of how to navigate the complexities of cybersecurity in the education sector and ensure their institutions are not only compliant but also resilient against emerging threats. 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In this exclusive Learning Series session, our Director of Product Development, Brian Spanno, walks through: ✅ Key enhancements released in 2025 ✅ Beta features now available for testing ✅ What’s coming in early 2026 ✅ Real ways Quest® is helping clients resolve tickets faster, manage change, and reduce IT chaos 🚀 Featured Beta Capabilities: New Change Management workflows with built-in approvals Appointment scheduling right inside tickets Real-time Outages Dashboard Assets 2.0 for hardware lifecycle visibility and upgrade readiness 🧠 Coming Soon: AI Chatbot for faster triage Live Chat to reduce support lag Internal Learning Hub to onboard and empower users 📱 Don’t forget to download the Quest® mobile app and turn on notifications to stay ahead. 🌐 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Augmenting Internal Security TeamsSourcepass Enterprise | Managed SOC and Augmenting Internal Security Teamshttps://www.sourcepass.com/hubfs/VIDEO/CORE%20EXPLAINERS/Sourcepass%20Enterprise%20%7C%20Managed%20SOC%20and%20Augmenting%20Internal%20Security%20Teams.mp4148nonoThreatResponseProactiveSecurityManagedSOCCybersecuritySolutionsInternalSecurityhttps://7493628.fs1.hubspotusercontent-na1.net/hubfs/7493628/VIDEO/CORE%20EXPLAINERS/An%20Introduction%20to%20Sourcepass%20Enterprise%20%7C%20Co-Managed%20IT%20&%20SOC.mp4/medium.jpgAn Introduction to Sourcepass Enterprise | Co-Managed IT and SOCManaged SOC Explained: How a 24/7 Security Operations Center Reduces Cyber Risk Cybersecurity is no longer just an IT problem. It is a business risk. In this webinar, Rob Villano, Principal Security Consultant, and Joe Aulicino, Account Executive, explain how a managed Security Operations Center (SOC) helps organizations detect threats faster, reduce dwell time, and strengthen their cybersecurity posture across on-prem and cloud environments. If you are evaluating managed SOC services, building a security strategy, or trying to determine whether to outsource your SOC, this session delivers practical guidance. What You’ll Learn • What a Security Operations Center (SOC) actually does • How SOC teams detect, respond to, and remediate cyber threats • What “dwell time” means and why reducing it matters • Managed SOC vs building an in-house SOC • The true cost of staffing a 24/7 security team • How a managed SOC enhances, not replaces, your internal IT team • What to look for in a SOC provider: SLAs, escalation paths, expertise • How SOCs reduce alert fatigue and filter signal from noise • Cloud monitoring and hybrid environment protection • How behavioral analytics detect zero-day threats • The role of threat intelligence feeds and SIEM correlation Key Takeaways A managed SOC provides: ✔ 24/7/365 monitoring ✔ Faster incident detection and response ✔ Reduced alert fatigue ✔ Expertise in incident response and containment ✔ Support for cloud and hybrid environments ✔ Behavioral detection for zero-day threats ✔ SLA-backed accountability Instead of hiring, training, and retaining multiple certified analysts across three shifts, organizations can partner with an experienced provider to gain immediate scale and expertise. Who This Is For • CIOs and CISOs • IT Directors and Security Leaders • Mid-market and enterprise organizations • Companies considering managed security services • Businesses looking to reduce cyber risk Frequently Asked Questions Answered in This Webinar What is a managed SOC? A managed Security Operations Center provides continuous monitoring, threat detection, incident response, and remediation services for organizations. What is dwell time in cybersecurity? Dwell time is the period between initial compromise and detection/response. Reducing dwell time limits damage and exposure. Does a managed SOC replace internal IT? No. It augments and enhances internal teams with scale, tools, and 24/7 coverage. How does a SOC detect zero-day threats? Through behavioral analytics, anomaly detection, threat intelligence feeds, and SIEM-based correlation rather than relying solely on signatures. Learn More About Sourcepass Explore enterprise cybersecurity and managed SOC services from Sourcepass: https://www.sourcepass.comhttps://www.sourcepass.com/hubfs/VIDEO/CORE%20EXPLAINERS/An%20Introduction%20to%20Sourcepass%20Enterprise%20%7C%20Co-Managed%20IT%20&%20SOC.mp4698nonoZeroDayThreatsBehavioralAnalysisSourcePassEnterpriseManagedSOCCybersecurityServiceshttps://7493628.fs1.hubspotusercontent-na1.net/hubfs/7493628/VIDEO/CORE%20EXPLAINERS/Sourcepass%20Enterprise%20In-House%20vs.%20Managed%20SOC.mp4/medium.jpgSourcepass Enterprise: In-House vs. Managed SOCHere is your SEO- and AEO-optimized YouTube description for this specific clip, designed to rank for high-intent searches like managed SOC vs in-house SOC, cost of building a SOC, and 24/7 cybersecurity monitoring. Managed SOC vs In-House SOC: The True Cost of Building Your Own Security Team Is it better to build your own Security Operations Center or outsource to a managed SOC provider? In this focused clip, Rob Villano, Principal Security Consultant at Sourcepass, explains the real investment required to build an internal SOC and why many organizations choose a managed SOC instead. From staffing three 24/7 shifts to retaining certified security analysts, this segment breaks down the operational, financial, and talent challenges of maintaining round-the-clock threat monitoring. What This Clip Covers • The true cost of building an internal SOC • Why 24/7/365 coverage requires multiple certified analysts • The staffing challenges of running three security shifts • Turnover risks and retraining costs • Why cybersecurity talent retention is difficult • How a managed SOC eliminates hiring and training burdens • How Sourcepass acts as an extension of your IT infrastructure • The value of continuous monitoring, management, and remediation Building an in-house SOC requires: ✔ Certified security professionals ✔ Multiple shifts for true 24/7 coverage ✔ Ongoing training and upskilling ✔ Retention planning to avoid turnover risk ✔ Significant long-term investment A managed SOC provider delivers those capabilities immediately, without the overhead of recruiting, training, and maintaining a full security operations staff. Who Should Watch • CIOs evaluating security strategy • IT Directors considering outsourcing security monitoring • Mid-market and enterprise leaders • Organizations struggling with cybersecurity staffing • Companies seeking 24/7 threat detection and response FAQs Is building an internal SOC expensive? Yes. You must hire multiple certified analysts to cover 24/7 shifts, provide benefits, manage retention, and continually train staff. How many people are needed for a 24/7 SOC? True round-the-clock coverage typically requires at least three shifts plus management and backup resources. What are the benefits of outsourcing SOC services? Lower cost, immediate access to expertise, 24/7 monitoring, reduced turnover risk, and enterprise-grade threat detection. Does a managed SOC replace my IT team? No. It acts as an extension of your infrastructure and enhances your internal capabilities. 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