CorKat Data Solutions (CorKat) is a unique Managed Service Provider (MSP) that not only delivers traditional managed services but also operates its own data center. This dual capability allows CorKat to serve a diverse client base, including construction firms, manufacturing companies, and even other MSPs. Unlike many MSPs that focus on narrow verticals, CorKat embraces a broad approach, offering a white-glove experience to customers across multiple geographies—from the Philippines to New York. This global reach and diversity of clients created operational challenges that demanded scalable tools, integrated systems, and a partner committed to innovation.

As CXO (inclusive of the COO and CFO roles), Pat Santos had a unique vantage point on both operational and financial performance. CorKat needed a solution that could streamline workflows, reduce redundant processes, and provide visibility into key metrics such as technician productivity, SLA compliance, and ticket resolution times. The company also wanted a platform that could support future growth without requiring proportional increases in headcount. After evaluating options, CorKat chose ConnectWise as its strategic partner, leveraging ConnectWise PSA and ConnectWise RMM.

Migration That Pays Off: Aligning with ConnectWise’s Vision

The decision to migrate from ConnectWise Automate to ConnectWise RMM on the Asio platform was driven by a clear understanding of where ConnectWise was investing for the future. Santos explained, “Just over a year ago, we moved from ConnectWise Automate to ConnectWise RMM on the Asio platform. The decision was based on understanding where ConnectWise was investing. The platform’s AI integrations and ability to serve as a hub for our entire business were compelling.” 

For CorKat, future-proofing was critical. Santos categorized technology providers into two groups: vendors and partners. Vendors sell products for a time, but partners innovate ahead of their customers and help lead the way. “ConnectWise is definitely a core partner of ours,” Santos emphasized. “We’re a ConnectWise shop end-to-end. We use ConnectWise CPQ for quotes, ConnectWise PSA, and ConnectWise RMM, all connected to the Asio platform.”

Immediate Value: Alerts, Integrations, and AI Innovation

The platform offered several features that immediately delivered value. One of the most impactful was the inclusion of over 1,200 pre-built alerts in ConnectWise RMM, which saved CorKat’s team significant time compared to manual configurations. Integrations with key technologies such as Veeam and Sophos-Central were also a major advantage, enabling CorKat to strengthen its backup and security offerings. Santos noted, “We use Veeam heavily, and seeing Sophos-Central on the coming list of integrations was excellent.” These integrations reinforced Asio’s role as a central hub for CorKat’s operations.

AI and automation were also part of CorKcat’s vision. Two years ago, the company adopted Sidekick, ConnectWise’s generative AI tool, to explore automation opportunities. While adoption has been gradual, Santos sees enormous potential. “Data is the oxygen of AI,” he explained. “We’re working on cleaning up our data to fully leverage (ConnectWise) Sidekick.” CorKat plans to use AI for ticket summarization, predictive maintenance, and enhanced reporting, aligning with its commitment to continuous innovation.

Efficiency Realized: 2,400 Endpoints, 95% Remote Resolution

The migration from ConnectWise Automate to ConnectWise RMM brought valuable learning experiences along the way. Santos reflected, "The platform was still evolving when we made the move, but the progress since then has been remarkable—it’s improving every day. We’re confident we made the right choice, because it’s clear that RMM is where ConnectWise is investing for the future. And that’s exactly where we want to be.”
CorKat manages approximately 2,400 endpoints with just seven technicians—a ratio Santos considers a compelling metric for the platform’s efficiency. Since migrating, the company has grown its endpoint count by about 15% without adding headcount, and still has capacity for another 15–20% growth. Remote resolution has been a key driver of this efficiency, with 95% of tickets solved without onsite visits. Santos highlighted, “Really, the (ConnectWise) RMM is the catalyst for that. That is the tool that we use to connect, and it helps us solve these things remotely.” This capability not only reduces operational costs but also enhances customer experience by delivering faster resolutions.

From a financial perspective, Asio supports CorKat’s long-term strategy. Santos explained, “Even if everything on your wish list isn’t there today, you want to be on a platform that’s innovating faster than you are. That’s future-proofing.” By leveraging Asio’s roadmap for AI, automation, and integrations, CorKat ensures it can scale efficiently while staying ahead of industry trends. Santos shared his advice to other MSPs considering the move is clear: “Jump in and do it. Make sure you use the implementation help—your success manager and onboarding packages. These products are complex, so let ConnectWise help you set them up.”

Scaling Smart: 7 Techs, 2,400 Endpoints, Zero Extra Staff

CorKat’s experience demonstrates the tangible benefits of partnering with an innovative platform. The company has streamlined operations, improved scalability, and positioned itself for future growth through AI and automation. For its customers, these improvements translate into faster service, enhanced security, and a more reliable IT experience. As Santos summarized, “You always want to be with a company that’s innovating as fast or faster than you are.”