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CIO Solutions

Managed Service Provider100+ employees
Santa Barbara, CA

CIO Solutions Eliminates Manual Dispatch and Reclaims Full‑Time Role

Discover how CIO eliminated their single-point dependency on manual dispatching and transformed their 12-hour service desk operations. With Neo Agent's AI-powered automation, they redeployed a full-time dispatcher to higher-value projects, achieved 100% ticket assignment coverage with zero unassigned tickets, and gained consistent performance without coverage gaps during breaks, illness, or vacation.

Published: May 30, 2025

Key Results

1 FTE
Dispatcher Role Redeployed
12 hours
Coverage Hours / Day
100%
Ticket Assignment Rate
It works 12 hours a day and doesn't ask for a break. Neo Agent has been way more consistent than a human dispatcher.
Mike Shinn
Mike Shinn
Support Manager, CIO Solutions

The Challenge

Like many growing MSPs, CIO Solutions had hit a familiar problem. Their 12‑hour service desk was completely dependent on a single full‑time dispatcher who manually assigned hundreds of tickets across four different ConnectWise boards. While this worked when they were smaller, the system had become their biggest weakness.

Every time their dispatcher called in sick, took a lunch break, or went on vacation, things fell apart. Managers found themselves scrambling to fill the gap, trying to juggle their own work while keeping tickets flowing to the right technicians. The pressure was getting worse as their team had grown to 50 technicians, but the dispatch process hadn't changed to keep up.

What made things even harder was the uneven distribution of work. Some technicians would be swamped while others sat idle, creating delays that hurt both SLA compliance and team morale. Without real‑time visibility into workloads, their dispatcher was basically guessing. And when tickets were finally closed, someone had to manually categorize them for reporting — a time‑consuming process that meant insights always came too late to help.

As CIO's leadership team looked toward continued growth, they knew this single point of failure could stop their plans cold. They needed a solution that could grow with their business, not slow it down.

The Solution

CIO's team knew they had to be careful with any change to their dispatch process. They started by running Neo Agent in "shadow" mode, where the AI would analyze incoming tickets and suggest assignments without actually changing anything. For 30 days, they watched, compared, and checked the AI's decisions against their human dispatcher's choices.

The results were clear. Neo Agent wasn't just matching their dispatcher's decisions — it was often making better ones, considering things like real‑time workload balancing and skills matching that their human dispatcher couldn't track all at once. After seeing the results from the trial period, CIO turned on full automation on October 1st, 2024.

The change was immediate. Neo Agent started handling real‑time ticket assignment based on technician skills, current workload, and availability — something that would have been impossible for a human dispatcher to manage effectively. The AI's smart load balancing fixed the "favorite technician" problem they'd struggled with, where certain skilled technicians would get overwhelmed while others had lighter loads.

But Neo Agent did more than just assignment. It automatically categorized resolved tickets with tags like "Printer" or "VPN," giving CIO useful analytics without any manual work. For newer team members, the AI even suggested relevant knowledge base articles to help them resolve issues faster.

Most importantly, CIO's team got a direct Slack channel with Neo Agent's success team, so they could fine‑tune the system quickly as their needs changed. What used to require complex manual coordination was now happening automatically in the background.

The Results

The change at CIO Solutions was big and happened fast. Within just the first month of going live, they had done something that seemed impossible: completely eliminating their dependence on manual dispatching while actually improving how things worked.

The numbers tell part of the story. Since October 1st, not a single ticket has gone unassigned — every ticket gets routed to the right technician the moment it arrives in ConnectWise. Their 12‑hour service desk now runs with perfect consistency, without anyone needing to worry about breaks, sick days, or vacation coverage. The old problem of uneven workloads simply went away, as Neo Agent continuously balances assignments across their 50‑person technician team.

But the real win was getting their person back. The dispatcher who had been stuck doing this critical but repetitive task was suddenly free to focus on higher‑value projects and process improvements. Instead of being a bottleneck, this valuable team member became someone who could help improve their operations.

The automatic categorization feature gave them insights they'd never had before. Monthly reports now show trending issues and help guide proactive support efforts. What used to take hours of manual work after tickets were closed now happens automatically, giving leadership the data they need to make smart decisions.

As Support Manager Mike Shinn puts it: "It works 12 hours a day and doesn't ask for a break. Neo Agent has been way more consistent than a human dispatcher." For a growing MSP like CIO Solutions, that consistency and reliability has become the foundation for their continued growth plans.

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