ClearView Operations helps managed service providers, small businesses, and IT operations teams cut manual work, mature service delivery, and build automation roadmaps that actually get implemented.
We spent more than 20 years inside a managed services provider — starting hands-on as a Field Technician and Network Engineer, then becoming the company's first Project Manager, and ultimately serving as Director of Service Delivery as the business scaled from a regional MSP into a global cloud solutions organization.
Along the way, we standardized onboarding and execution processes, built the KPI-driven reporting leadership relied on to run the business, and stayed the senior escalation point for high-impact client issues — all while coordinating across engineering, sales, partners, and subcontractors.
More recently, we've applied that same operational lens to AI-driven automation: mapping where manual work is eating up time and building the dashboards and workflows to take it off people's plates. ClearView Operations is where that experience turns into a practical service for other MSPs and small businesses.
Practical, roadmap-driven engagements — not a pile of tooling recommendations no one acts on.
A structured review of how work actually moves through your team today — onboarding, ticketing, reporting, escalations — to find where manual effort is highest and value is lowest.
Clear, phased plans that sequence automation opportunities by impact and effort, so your team implements the highest-value changes first instead of everything at once.
Reporting and dashboards that give leadership a real-time, accurate view into service delivery, SLAs, and operational health — built to be trusted, not just built.
ITIL-aligned process design for onboarding, incident, and change management — the same structures that drove a 50% improvement in time-to-bill in our last organization.
Bridging technical teams, sales, and leadership so automation initiatives are scoped in language everyone can act on — and actually get resourced.
Ongoing, part-time direction through implementation — keeping automation initiatives on track, on scope, and aligned to business goals as they roll out.
ISO 27001, ISO 27701, and PCI compliance programs — the governance structure, documentation, and audit-readiness processes to pass certification and reduce risk exposure.
Network design, evaluations, upgrades, and deployments, plus BCDR reviews that pressure-test your recovery plan before an outage does — hands-on across Fortinet, Cisco, Juniper, and Palo Alto environments.
Reviewing SOWs and contracts for scope creep and SLA gaps, and auditing vendor spend and performance to confirm you're getting what you're paying for.
Fully interactive sample dashboards — click any KPI, ticket, or alert to see the kind of AI-assisted drill-down we build into real engagements.
Sample data for illustration — not a live client dashboardDiscovery first, then a phased plan — never a big-bang rollout.
A short, structured pass through your current workflows to understand how work really gets done — not just how it's documented.
Automation opportunities are ranked by impact and effort, so the highest-value, lowest-lift changes come first.
A phased implementation plan your team can execute against, with ongoing direction to keep it on track as it rolls out.
"We've been the escalation engineer, the project owner, and the executive accountable for the whole operation — so we see automation opportunities the way your team actually experiences the work, not just the way a slide deck describes it." — Joseph Lupo, Founder
Whether you have a specific bottleneck in mind or just know something's costing your team too much manual time, we'd like to hear about it. No agenda on a first call — just a conversation about what's actually going on.