In 2001 the ownership team saw a gap in the market—small businesses were beginning to embrace technology but lacked access to quality technical resources without becoming IT experts themselves. WorkSmart was created to offer advisory, engineering, and management services in a predictable model, helping these businesses leverage IT strategically, not as a burden. I’ve long believed this segment is underserved, and joining WorkSmart aligned perfectly with my mission to support small and medium businesses with enterprise-level service. The company’s values and team culture made it an easy decision.

Our core values—Do the right thing, Put people first, Own it, and Be curious—are more than just words on a page. They shape how we operate every day and are deeply embedded in our culture. We use them as a lens for hiring, decision-making, and recognizing team members who exemplify these values in their work. It’s how we stay aligned as we grow.

We’ve served clients across North Carolina, South Carolina, and Georgia for over two decades, consistently delivering excellent service and innovative solutions. This commitment has earned us recognition from CRN MSP 501, Best Places to Work, Fast 50 awards, and inclusion in the Inc. 5000 list. We have a long history of being top in our field, top in our geographies, and top in the level of service that we deliver to our clients.

Our business mantra is pretty straightforward—we meet clients where they are and advise them on opportunities that can improve their business, whether that’s accelerating a desired outcome or solving a complex challenge. We tap into a deep ecosystem of partners, which allows us to not only deliver a world-class experience but also provide best-in-class solutions tailored to each client’s unique needs.

We combine the experience of long-tenured employees with the fresh insights of new hires. Our hiring process is centered around our core values, which help ensure a strong cultural and performance fit.

We have our own in-house Learning and Development leader—something you don’t often see in companies our size—which gives us a strategic edge. Our programs go beyond technical training to include leadership development, soft skills, and even personal growth. We’ve also launched a mentorship program to connect employees with mentors who can support their individual career goals. Our goal is to develop the whole person and support them not just at WorkSmart, but wherever their career may take them.

One client came to us with a clear need to improve their risk posture, but a limited budget constrained them. Their clients were demanding higher levels of security, and they risked losing key business if they couldn’t meet those expectations. We collaborated with two trusted partners to create a cost-effective solution that meets all their requirements.

Together, we delivered the services within budget and on an acceptable timeline, helping the client retain two critical customers and strengthen their position in the market. It’s a strong example of the value we bring through partnership and creative problem-solving.

We’re a cross-industry provider, but we have particularly strong concentrations in architecture, engineering, construction, and nonprofit organizations. Many of our clients have been with us for over eight years, and some since the company’s inception. Our client retention is consistently high, which we see as a reflection of the long-term value we bring and the trust we build over time.

We provide each of our technical team members with dedicated time every month for training and education. Continuous learning is not an afterthought—it’s core to our culture and long-term growth strategy. We operate with a systems integrator mindset, meaning we don’t just sell services—we solve problems. Whether or not a solution generates immediate revenue for us, we prioritize helping our clients stay viable, secure, and positioned for growth. That spirit of innovation is what keeps us ahead.

Clients typically come to us with three core challenges: improving their risk posture, supporting revenue growth, and enhancing operational and financial performance. To meet those needs, we focus on key areas like end-user experience, resilient and secure cloud environments, and robust business continuity strategies. We don’t just sell services—we engage in meaningful conversations to understand the business problem first, then help clients navigate the best path forward. Our holistic approach ensures we’re delivering real outcomes, not just technical fixes.

By the nature of our work, we’ve built a model that’s resilient—even during economic downturns, when many businesses cut internal IT roles. In fact, IT services often thrive in those moments. We continuously evaluate how to drive greater accuracy and efficiency, leveraging automation, agentic and generative AI, and streamlined processes. Our mission is simple: to be more effective today than we were yesterday. That mindset, along with a flexible cost structure and commitment to innovation, positions us to adapt and grow through any challenge.

We’ve built a resilient business model that not only withstands economic fluctuations but often thrives in them. When organizations cut internal IT resources, they turn to trusted partners like us. To stay ahead, we’re constantly refining our processes, exploring automation, and integrating both agentic and generative AI. This ongoing evolution ensures we remain agile, cost-effective, and positioned to deliver even greater value to our clients every day.

Our payment structures are designed to be flexible and client-focused. Most of our services operate on a monthly recurring fee model, which works well for ongoing support and managed services. We also offer fixed-cost, milestone-based, and time-and-materials billing for project or product-based work. Whether it’s a phased implementation or a one-time engagement, we tailor our billing to what makes the most sense for the client. Ultimately, our goal is to keep the experience clear, predictable, and easy to manage.

We don’t set a fixed minimum budget. Instead, we evaluate whether we can deliver the desired outcome successfully, on time, and within budget. If a project aligns with our capabilities and we believe we can provide real value—even if it’s a smaller engagement—we’re happy to take it on. It’s about the impact, not the dollar amount.

We work on a wide range of project sizes, with scope and complexity being the primary factors. From small, targeted initiatives to large, enterprise-level engagements, our team is equipped to deliver at every scale. What matters most is alignment with the client’s goals and our ability to drive successful outcomes.

We leverage a full spectrum of best-in-class tools for monitoring, automation, and service management. While we regularly evaluate new technologies to ensure we’re delivering maximum value, we’re mindful not to make frequent tool changes that could disrupt operations. Our goal is to stay ahead of the curve without compromising the consistency and reliability our clients depend on.

In the next 10 years, we will be the highest-ranked provider of IT advisory and managed services for small and mid-sized businesses in the Southeast. Our continued focus will be on strengthening our expertise in security and business continuity—positioning us as a trusted advisor for compliance and risk mitigation. Just as important, we’re committed to building a workplace that attracts and grows top talent, creating a cycle of innovation and leadership that fuels long-term success.