Your Technicians Are Still the Bottleneck - Even With SOPs

Every MSP has one. The hero tech. Let's call him Dave. Dave knows everything. He's the only one who can untangle that legacy network at the accounting firm, the one who remembers the obscure command to reset the server at the law office, and the guy everyone calls when a "standard" process goes off the rails.

He's your superstar. Your go-to guy. And he's a massive liability that’s quietly killing your company’s growth.

You've probably tried to solve this. You spent months creating Standard Operating Procedures (SOPs). Detailed, step-by-step guides for everything from new user onboarding to firewall configuration. You thought you'd finally cracked the code to scalability. But the support tickets still pile up on Dave's desk, and when he takes a vacation, productivity grinds to a halt.

Here's the hard truth: your SOPs aren't the solution you think they are. They are a map, but you are still forcing someone to manually drive the car. As long as a human has to initiate a process, read the checklist, and click the buttons, your business is fragile, expensive, and unscalable. You haven't solved the bottleneck; you've just given it a manual.

The Reality Check: Why SOPs Create a False Sense of Security

You invested time and money into documenting every process. In theory, anyone should be able to pick up the binder and complete a task. It feels like you’ve de-risked the business. But have you?

SOPs depend on perfect execution by humans, who are inherently imperfect. They get tired, they get distracted, they make mistakes. Even your best technician can miss a step in a 20-point checklist. This leads to inconsistent service delivery, security vulnerabilities, and unhappy clients.

The core problem is that an SOP-driven process is still a manual process. Someone has to remember to start it. Someone has to be available to do it. Someone has to trigger step one. This fundamental flaw means you are always just one human error away from failure.

The High Cost of Human Dependency

Let's do a quick risk analysis. What happens when your "hero tech," Dave, leaves?

He doesn't just walk out the door with his laptop bag. He takes years of undocumented knowledge, institutional memory, and process workarounds with him. Your meticulously crafted SOPs suddenly reveal their gaps—the little nuances and exceptions that only Dave knew how to handle.

Suddenly, you're in crisis mode.

  • Service quality plummets: Simple tasks take twice as long. Complex problems become unsolvable. Clients notice the drop in quality immediately.
  • Your team is overwhelmed: The remaining technicians are buried under a mountain of tickets they are ill-equipped to handle, leading to burnout and even more turnover.
  • Your growth stalls: You can't possibly think about onboarding new clients when you can barely service the ones you have. All strategic initiatives are put on hold to fight fires.

This is the very definition of process fragility. Your entire operation hinges on the presence of one or two key people. This isn't a scalable business model; it's a high-stakes gamble.

The Real Solution: Automate the Triggers, Not Just the Tasks

If SOPs don't scale and scripts only automate pieces of the puzzle, what's the answer?

You must shift your thinking from documenting processes to automating them end-to-end. The key is to remove the human from the trigger point. Don't just give someone a checklist for creating a new user account; create a system where the process happens automatically, without any technician involvement (or perhaps just a one-click approval step).

Think about it this way: a script is like a power tool. It makes a manual task faster. But true automation is the entire assembly line—a system that operates on its own once triggered.

Here’s a practical example: New employee onboarding.

The SOP Method:

  1. HR sends an email to the IT helpdesk.
  2. A technician sees the email and creates a ticket.
  3. The technician pulls up the "New User Onboarding" SOP.
  4. They manually create an Active Directory account, an Office 365 account, and assign licenses.
  5. They add the user to the correct distribution lists and security groups.
  6. They notify HR and the hiring manager that the account is ready.

This process is slow, prone to error, and completely dependent on a technician's availability.

The Automated Trigger Method:

  1. HR fills out a "New Hire" form on your secure online portal
  2. The moment they click "Submit," an automation platform like Triggr instantly triggers the entire workflow.
  3. The system automatically provisions the Active Directory and Office 365 accounts, assigns the correct licenses based on the user's role, adds them to all necessary groups, and sends a welcome email with their credentials.
  4. The hiring manager and HR receive an automated notification that the process is complete.

The technician is never involved. The process is flawless, instant, and secure. It happens at 2 a.m. on a Sunday if needed. That is the difference between a fragile process and a scalable system.

Stop Managing People and Start Building Systems

Your technicians are smart, capable people. Their talent is wasted on repetitive, manual tasks that could and should be automated. By focusing them on checklists, you're turning them into expensive, inefficient robots.

Free them to do what you hired them for: solving complex problems, improving client infrastructure, and driving strategic value. When you automate the triggers, you eliminate the bottlenecks. You make your service delivery consistent, reliable, and infinitely scalable. You transform your business from a fragile operation dependent on heroes into a resilient, system-driven machine.

It's time to go beyond SOPs and build a truly automated MSP.

Where Do You Stand?

The first step in knowing how to improve your MSPs level of automation is knowing where you are. Take our free MSP Automation Benchmark to identify where you are on the MSP maturity ladder. Plus, when you take the free assessment, you get free actionable recommendations on what to do next to improve.

Take our Free MSP Automation Benchmark: everholdhq.com/resources/automation-benchmark

Continue reading