Ask the Experts: Where Do I Start With Customized Cloud Solutions?

Welcome to Ask the Experts, brought to you by CloudServicesUniversity.com. In this video, Intelisys’ SVP Cloud Transformation Andrew Pryfogle talks about customizing cloud solutions with Matrix’s President Neely Loring. Learn more about the ratio of customers that require customized cloud solutions versus plug-and-play cloud solutions and the first steps to getting started from Neely and the Matrix team here: http://matrix.cloudservicesuniversity.com/

Andrew: Okay, guys. I’m really excited about being able to have this conversation with one of our esteemed faculty members. Please welcome Neely Loring. Neely is the President of Matrix, one of our cloud suppliers in our portfolio and one of the smartest guys I know in this industry. Neely, welcome.
Neely: Thanks. Good to be here.
Andrew: All right. I want to ask you one question. When it comes to cloud and designing solutions for cloud, give us a sense here of how much of a solution for customers is typically shrink wrapped–off-the-shelf, plug-and-play kind of stuff–versus customized to meet a customer’s requirements. Talk to me a little bit about that.
Neely: Sure. It’s kind of like, “What’s the meaning of life?” Each one is going to have a different answer. For the most part, in very general terms, we look at it as they’re all about 80% the same and 20% different. That 80% is they have to have servers that allow you to connect. They have to have somebody doing monitoring and being able to respond. But each customer is going to have special components of their business–how they run it. The point here is how we take technology as a real asset and mold it around the business. That’s the point–and so how they do business, going in and exploring the way that their workflows are, soup to nuts, then answers that question. It could be 60/40. It could be 90/10.
You do have some extreme cases on the very, very low end and the very, very high end where it’s, “I want these components. You can’t change it,” but that’s not really the customers that we’re targeting as a group. We’re all targeting that mid-market, so imagine it’s in-between the two bookends. I’d go with the 80/20 rule.
Andrew: Makes sense. With that, that’s a fair amount of customization that has to happen on every deal. What’s the expectation that a Sales Partner should have if they’re working with you or one of our other cloud suppliers? What would you recommend to them? Do they need to be expert in figuring out the customization piece, or can they lean on resources like you and your team?
Neely: I’ll tell you: the people that we see succeeding and closing the biggest deals do exactly the outsource of what they don’t know. What I’m saying is, you find the opportunity, that’s your job; then bring in the specific expert–maybe desktop, maybe voice, maybe other pieces. But the Sales Partner needs to remember that they’re the glue that sticks all this together; so bringing in the right components early on after the first call. When you hear the word cloud, you need to reach out and pick some experts, so that we can really dig in and figure out who the right supplier is even.
Andrew: Got it. Got it. Makes sense. Bottom line, if you’re working a cloud opportunity, bank on the fact that there’s going to be a lot of customization involved; so get the smart guys to the table early on to have them really help drive that conversation around what part of the business solution needs to be customized.
Neely, it makes sense. Thanks so much for your time, guys. Neely Loring, again, part of the faculty here at the Cloud Services University. President of Matrix, headquartered out of Columbia, South Carolina. Make sure that you check out their learning center. We’re big fans of them. Neely, thanks for your time and your wisdom, as always, my friend.
Neely: Thanks for having me, Andrew.
Andrew: All right. Good selling.

Ken Mills

President

Ken Mills serves as President of Intelisys and is committed to driving growth for Intelisys and our partners. As a distinguished technology executive with over two decades of experience, Ken has previously held leadership roles at EPIC iO, Dell Technologies and Cisco, and served as a fellow with the U.S. Department of State. His strategic mindset has been an integral part of launching innovative products and solutions in the fields of AI, IoT, and 5G. Ken is driven by his curiosity and passion for groundbreaking technology and complex problems, and constantly explores new frontiers in the world of technology.

Monica Lutes

Manager, People & Culture, ScanSource, Inc. and Intelisys

As Manager, People & Culture, Monica has worked closely with Intelisys employees and leaders since 2018 and has worked with ScanSource companies since 2016. A Human Resources professional with 11 years of experience encompassing all areas of HR, especially employee relations, recruiting, compliance, and training, Monica approaches her role as Manager, People & Culture from a consultative perspective. Her goal is to provide advice and guidance to leaders so they can focus on growing the best teams for the business while also supporting employees’ goals.

Ansley Hoke

SVP Marketing, ScanSource, Inc. and Intelisys

Ansley Hoke is the Senior Vice President of Marketing at ScanSource, Inc., a role she has held since 2019, and extended her leadership to include Intelisys in 2023. She joined the company in 2001, serving in merchandising leadership roles for ScanSource POS and Barcode, including acting Vice President of Merchandising and then later VP of Merchandising for ScanSource Catalyst and overall VP of ScanSource Catalyst. She oversaw sales, supplier relations, and services. Known for her pivotal role in creating effective marketing strategies, Ansley has been integral in driving demand, enhancing partner programs, and significantly contributing to the company’s revenue growth and channel relationships.

Mike Baur

CEO of ScanSource, Inc. and Interim President of Intelisys

Mike Baur serves as Chairman and Chief Executive Officer at ScanSource. Mike has served as the Company’s President or CEO since its inception, as a director since December 1995, and as Chairman of the Board since February 2019. Mike has developed a deep institutional knowledge and perspective regarding ScanSource’s strengths, challenges and opportunities. He has more than 30 years of experience in the IT industry, having served in various leadership and senior management roles in the technology and distribution industries before joining ScanSource. Mike brings strong leadership, entrepreneurial, business building and development skills and experience to the Board.

Stephanie Bouras

Regional Vice President, Southeast

Driven by a partner-first philosophy and a passion for innovation, Bouras embodies a leadership style that’s both compassionate and data-driven. As the Regional Vice President, Southeast, at Intelisys, she’s leveraged her extensive marketing and sales experience to propel her team to new heights. A firm believer in aligning herself with her partners, she sees herself as a collaborator and an integral part of their business. This perspective has allowed her to forge deep connections and drive success. A Florida native, Stephanie’s attention to detail and unwavering commitment to her partners have been key factors in her success.

Michael Raspanti

Regional Vice President, Northeast

Michael joined Intelisys in June of 2020, as a long-time channel veteran. He is responsible for leading the Northeast Region, helping continue the tremendous momentum in one of our strongest markets while also recruiting new up and coming partners that will be the growth engine of our future success.

Kristy Thomas

Vice President, Partner Experience and Enablement

Thomas is responsible for Sales Partner enablement and education for all our technology segments, including CX, managed security, mobility, and connectivity. With over 20 years of executive background in telephony, UCaaS, CCaaS and Cloud services, Kristy enables her customers to think broader and deeper as she guides them through their decision journey. Some of the biggest deals in the channel have become a reality thanks to the expertise and humble excellence Kristy brings to her client’s projects.