How MSPs mistake "trying" for transforming, and why partial implementation delivers no benefits despite being low risk
Picture this: You're watching competitors improve their project management and service delivery with TopLeft.
Their results?
Project completion times: Cut in half
SLA compliance: Jumped from 60% to 90%
EBITDA margins: An impressive 20-25%
So, you decide to test it. You get your project managers using Kanban boards. You set up visual workflows. But, you hold back on rolling it out to the technicians & engineers working tickets....
Fast forward six months...
You're back to spreadsheets. Back to firefighting service tickets. Back to wondering why TopLeft "didn't work" while your competitors keep improving their workflow efficiency and team coordination.
Here's what Wim Kerkhoff, TopLeft's founder, sees repeatedly:
"Success is 10% the tool, and 90% about the mindset and methods and change adoption"
The hard truth? You're not even beginning the transformation. When you only "try" TopLeft, implementing the tool without the complete system of mindset, methodology, and habits, you guarantee zero improvement in your service and project management delivery.
The result:
Your operational maturity level stays low
Your team drifts back to old task management methods, such as working from email, a Notepad document, their calendar, or Teams messages...
Managers and coordinators keep wasting time nagging people for ticket updates and playing the Tetris game in calendars and Excel
While most MSPs operate at 5-10% EBITDA margins, the top performers achieve 20-25%+ through superior workflow management and visual optimization.
What's their differentiator? They don't just use TopLeft. They implement the complete system of mindset, methodology, and habits. They are thinking about about things like pull-based workflow, removing blockers on tickets, unblocking the bottleneck engineers, and daily huddles.
Technicians pull work from the same Kanban boards as PMs: Everyone works from unified priorities
Managers see real-time flow instead of outdated scheduling: Decisions accelerate, bottlenecks clear faster
Daily stand-ups shrink from 30 minutes to 10: Visual boards make priorities and blockages instantly clear
Every week gets better than the last: Continuous improvement becomes your competitive advantage
This isn't about prettier dashboards. This is about building operational efficiency through systematic habits that compound weekly. When your entire team, especially technicians handling service tickets, operates from the same visual management system and stacks the Agile MSP daily habits, transformation becomes inevitable.
But what happens when you try to have it both ways?
A past client learned this lesson painfully. This 30-person MSP was struggling with project visibility, managing 40-60 concurrent projects while maintaining service delivery standards. Their traditional PSA tools provided zero portfolio oversight.
"We couldn't see everything," the senior leader recalls. "Projects were slipping, resources were overallocated, and we were constantly firefighting."
The MSP implemented TopLeft's visual tools for their project managers:
Priority-based visual boards
Timeline management charts
Weekly planning sessions with cross-functional input
Initial results impressed everyone. Weekly project reviews became data-driven, project visibility improved by 75%, and workflow conflicts dropped by 40%.
Then they tried running a "mixed approach" without proper coordination:
Project managers used TopLeft's visual tools
Technicians continued working through traditional ConnectWise dispatch
Service tickets stayed in conventional queue management
No unified workflow existed to guide continuous improvement
"You can't be a little bit pregnant," the leader now reflects. "The mixed approach without strong integration is dangerous for operational efficiency."
Technicians became confused:
Half their assignments came through traditional calendar scheduling
The other half came through visual boards with different prioritization
They never knew which system contained actual priorities or SLA-critical work
Service managers felt excluded:
Service delivery operated without real-time visibility into technician workload
Resentment grew that visual tools seemed "just for project work"
Meanwhile, project managers had beautiful portfolio dashboards they couldn't share
Coordinators lost control:
Service coordinators couldn't see project allocations when managing ticket queues
Double-booking increased significantly
Workflow conflicts became constant without cross-functional teams
Communication broke down:
Project status updates in visual tools missed service teams
Critical information fell through the cracks daily
Clients received mixed messages about their IT partnership
The Expensive Result
Leadership abandoned TopLeft entirely and switched to an expensive alternative that cost significantly more, believing a different platform would solve their adoption challenges.
The real tragedy? Their problems weren't with TopLeft's capabilities. They were incomplete implementation and missing the fundamental mindset shift needed to truly optimize their processes.
So how do you avoid this fate?
Here's the critical distinction: Phased implementation (effective) vs Partial implementation (worthless).
Phased means everyone eventually embraces the full system
Partial means some never do
One builds momentum through continuous improvement
The other guarantees abandonment
Start with a complete cross-functional team that proves the system works
Build your pilot:
1 PM seeking better project lifecycle management, and an easy visual of where they need to intervine
2-3 technicians wanting clarity on what tickets they should be doing next
1 coordinator tired of clicking buttons in the Dispatch Portal to constantly rework people’s calendars
This team commits fully:
Kanban boards for every ticket and project (no exceptions)
10-minute regular stand-ups that energize the team regularly and keep them on track
Weekly retrospectives that turn bottlenecks into flow improvements
Document wins to build momentum
Change Management Key: Lead by example. Share the visuals in all meetings, and screenshots on Teams. Select volunteers eager for improvement. Provide coaching. Let them customize workflows. They become your transformation advocates.
Spread proven practices throughout your organization
Add one complete team per month:
Pilot team members mentor new adopters (peer influence beats mandates)
Always add complete teams, never just roles
Customize the Kanban to meet that team’s needs and to avoid clutter
Keep existing workflows as backup until new habits solidify
Share wins frequently
Momentum Builders:
"Look what the pilot team accomplished!" beats "You must use this"
One new habit at a time prevents overwhelm
Public celebration of reduced resolution times creates interest
Address resistance in retrospectives, not confrontations
Scale your MSP's operational efficiency
Now you expand proven practices:
Customize based on pilot discoveries
Habits matter more than perfect board configurations
Track metrics that show real improvement
Make continuous improvement a habit
Technicians must pull work from Kanban boards (or nothing changes)
Managers must embrace flow over traditional scheduling (or confusion persists)
But wait, what about the common objections?
This sounds prudent. It sounds like risk management.
It's actually guaranteeing failure.
Here's what "starting small" really looks like:
No daily habits form → Old ticket chaos continues
No KPIs improve → Enthusiasm evaporates
Team shrugs → "Guess it doesn't work for our workflows"
"But my team can't handle this much change!"
Consider this. Your team already handles:
Constant escalations and shifting priorities hourly
Unclear task dependencies and frustrated clients daily
They're already overwhelmed by poor workflow management. You're not adding burden. You're replacing chaos with visual clarity.
The solution? Start with volunteers, provide weekly coaching, and celebrate wins publicly. Focus on incremental improvement because perfection kills momentum.
Time for clarity. You have exactly two options:
Some roles try Kanban boards
Technicians stay buried in ticket queues
Zero habits change, zero metrics improve
6 months later: "TopLeft didn't work for us"
Result: Wasted time, damaged credibility, back to inefficient workflows
Start with complete pilot teams proving the system
Expand systematically until everyone's using visual management
Build habits that compound into efficiency gains
9-24 months later: 20-25% EBITDA margins
Result: A workflow system your competitors can't match
The difference isn't implementation speed. It's about completing the journey.
Success demands these essentials:
Every technician pulling from Kanban boards (not calendars)
Stand-ups becoming routine as morning coffee
Weekly retrospectives turning bottlenecks into improvements
Leadership demonstrating the new workflows daily
Testing TopLeft doesn't hurt, but it doesn't help either. Only implementing the full system of mindset, methodology, and habits creates the compound effect that transforms MSPs from reactive to proactive operations.
At the end of the day, your choice is to either stay with your current system's known limitations or commit to a complete transformation long-term that unlocks your MSP's true potential. There is no successful middle ground.