The Sourcepass Center of Excellence for Microsoft - Comprehensive Analysis Report

Summary

The Sourcepass Center of Excellence for Microsoft (MCOE) is a specialized unit of Sourcepass, a leading global IT and cybersecurity company. It functions as a dedicated hub of Microsoft-certified professionals, focused on assisting businesses in optimizing and streamlining their Microsoft technology stack. The MCOE's primary mission is to deliver clarity, consistency, and a true partnership experience to clients utilizing Microsoft technologies, simplifying complex environments, providing practical guidance, and ensuring maximum value from their Microsoft investments.

Sourcepass, founded in 2020, aims to disrupt traditional IT services and security by offering a technology experience that elevates companies of all sizes. It achieves this by integrating Software-as-a-Service (SaaS) technologies such as Artificial Intelligence (AI) and Robotic Process Automation (RPA) with comprehensive managed services. Sourcepass positions itself as a national managed service provider (MSP) that extends beyond mere technical support, actively working to align technology with business goals, reduce operational risks, and enhance overall efficiency for mid-market organizations across various industries.

1. Strategic Focus & Objectives

Core Objectives

The Sourcepass Center of Excellence for Microsoft's core objectives include:

Simplifying Microsoft Technology: To simplify and optimize the entire Microsoft stack for businesses, encompassing products like Microsoft 365, Azure, Windows 365, Teams, and Copilot.

Strategic Guidance and Implementation: Providing expert strategic advice, implementation services, licensing support, and real-time updates to ensure clients maintain secure, compliant, and future-ready IT environments.

Cloud Optimization: Assisting with consulting, secure deployment, cost optimization, and performance tuning for Microsoft Azure, including cloud migration, spending optimization, and strengthening cloud security.

Modern Workplace Transformation: Helping clients design and execute successful transitions to the Microsoft Modern Workplace, focusing on Microsoft 365 and cloud-first tools for secure, hybrid work, and delivering strategy, execution, and support for Microsoft 365 deployments.

Sourcepass's broader objectives include:

Transforming IT Experience: Revolutionizing how businesses experience IT through exceptional service, strategic guidance, and innovation.

Enterprise-Grade Solutions: Providing enterprise-grade cybersecurity, infrastructure, and IT support with a client-centric approach for mid-market organizations.

Market Expansion: Leveraging an acquisition strategy to expand vertical markets, bolster service portfolios, and enhance talent resources, reaching over 20 unique vertical markets.

Specialization Areas

The MCOE specializes in:

Microsoft 365 deployment, management, and optimization

Azure consulting, migration, security, and cost optimization

Windows 365 and Microsoft Teams integration

Copilot implementation and support

Strategic guidance for Microsoft Modern Workplace initiatives

Sourcepass's broader specialization areas include:

Managed IT services

Cybersecurity solutions

Remote workforce support

Network optimization

Proprietary IT platform (Quest®) management

Target Markets

The primary target markets for the Sourcepass Center of Excellence for Microsoft are businesses seeking to optimize their Microsoft technology investments, including those utilizing Microsoft 365, Azure, and the suite of Modern Workplace tools.

Sourcepass targets small to mid-sized businesses (SMBs) and mid-market organizations across various industries, including healthcare, legal, financial services, education, and the public sector, which require comprehensive IT and cybersecurity solutions.

2. Financial Overview

Funding History

Sourcepass has successfully raised a total of $135 million in funding to date.

Key Investor: Metropolitan Partners Group, a private investment firm, has been a significant investor, providing growth capital in Sourcepass's past two funding cycles.

Angel Investments: The company's initial funding also includes angel investments from entrepreneurs within the IT and cybersecurity sectors.

Fund Utilization and Impact: The capital raised is strategically allocated to fuel the company's aggressive growth trajectory, including funding strategic acquisitions that expand its market presence and service capabilities, and making substantial investments to enhance the overall client experience through technological advancements and service improvements.

3. Product Pipeline

Key Products/Services

The Sourcepass Center of Excellence for Microsoft offers a comprehensive suite of services focused on the Microsoft ecosystem:

Microsoft 365 Services: Provides strategy, execution, and support for Microsoft 365 deployments, focusing on cloud-first tools for secure, hybrid work environments. This includes design and execution for the Microsoft Modern Workplace.

Azure Consulting and Management: Offers strategic guidance, secure deployment, cost optimization, and performance tuning for Microsoft Azure. Services cover cloud migration, spending optimization, and strengthening cloud security.

Windows 365, Teams, and Copilot Optimization: Delivers expertise in the implementation and optimization of Windows 365, Microsoft Teams, and emerging technologies like Copilot, ensuring businesses maximize their utility and efficiency.

Licensing Support and Updates: Provides ongoing support for Microsoft licensing and ensures clients receive real-time updates to maintain secure, compliant, and future-ready IT environments.

Sourcepass, as a broader entity, provides:

Managed IT Services: Full-stack IT management, including infrastructure, network, and end-user support.

Managed Security Services: Enterprise-grade cybersecurity services, including monitoring, threat detection, and incident response, leveraging solutions like SentinelOne.

Strategic IT Consulting: Guidance to align technology with business goals, reduce risk, and enhance efficiency.

Quest® Platform: A proprietary client control center offering AI-driven workflows, automation, real-time insights, and a streamlined user experience for managing IT services.

4. Technology & Innovation

Technology Stack

Sourcepass operates on a foundation of proprietary and leading-edge technologies:

Quest® Platform: This proprietary IT platform serves as a client control center, integrating AI-driven workflows, automation, and real-time insights. It provides transparent visibility into tickets, projects, and onboarding processes, along with streamlined user experience, billing, reporting, and governance, acting as a single pane of glass for IT management.

SaaS Technologies: The company extensively leverages Software-as-a-Service (SaaS) solutions to deliver an innovative client experience.

Artificial Intelligence (AI) & Robotic Process Automation (RPA): AI and RPA are integrated into workflows to automate processes, enhance efficiency, and provide intelligent insights, contributing to a transformative client experience.

Core Microsoft Solutions: Sourcepass's services leverage a robust stack of Microsoft solutions, including Microsoft 365, Azure, and SentinelOne for enhanced security.

Technical Capabilities: The company employs a team of PMP, ITIL, and vendor-certified professionals who lead engagements and provide strategic IT guidance.

5. Leadership & Management

Executive Team

Chuck Canton (Chairman & CEO): Co-founded Sourcepass in 2020 with the vision of providing an unparalleled IT experience. He brings over a decade of experience as a customer-obsessed Senior Executive from hyper-growth technology companies, including roles such as Global Vice President of Customer Success and Operations at Vonage and President of Financial Services and Operations at Compass. His leadership focuses on client satisfaction and strategic growth.

LinkedIn: [https://www.linkedin.com/in/chuckcanton](https://www.linkedin.com/in/chuckcanton)

Bruce Simms (VP of Strategy and Execution, Co-founder): Co-founded Sourcepass in 2020, playing a crucial role in shaping the company's strategic direction and operational execution.

LinkedIn: [https://www.linkedin.com/in/bruce-simms-8b2b622](https://www.linkedin.com/in/bruce-simms-8b2b622)

Roli Points (VP of Strategic Alliances, Co-founder): A co-founder of Sourcepass in 2020, she also serves as SVP of Strategic Alliances, focusing on developing and maintaining key partnerships that support the company's growth and service expansion.

LinkedIn: [https://www.linkedin.com/in/roli-points-3962b92](https://www.linkedin.com/in/roli-points-3962b92)

Nathan Taylor (SVP and Global Microsoft Practice Leader): Leads the Sourcepass Center of Excellence for Microsoft. His expertise is crucial in guiding the strategic direction and service delivery within the Microsoft ecosystem.

LinkedIn: [https://www.linkedin.com/in/nathan-taylor-4b6a903](https://www.linkedin.com/in/nathan-taylor-4b6a903)

Anthony Gionatan (VP of Product Development): Oversees the Product Development team, responsible for the development and continuous enhancement of the company's proprietary IT platform, Quest®. He also leads the Solutions Architecture team, ensuring clients receive optimal technology solutions.

LinkedIn: [https://www.linkedin.com/in/anthonygionatan](https://www.linkedin.com/in/anthonygionatan)

Matt Brown (Core President): Joined the Executive Leadership Team following Sourcepass's acquisition of Network Solutions & Training, Inc. (NST) in March 2022. He provides stability and strategic guidance within the organization post-acquisition.

LinkedIn: [https://www.linkedin.com/in/mattbrownmst](https://www.linkedin.com/in/mattbrownmst)

Recent Leadership Changes

In 2024, Big Green IT, a company founded in 2012, was acquired by Sourcepass and subsequently transitioned to become the Sourcepass Center of Excellence for Microsoft. Following this strategic integration, Nathan Taylor assumed the role of SVP and Global Microsoft Practice Leader for both Sourcepass and the newly formed Center of Excellence. The original team from Big Green IT continues to contribute their expertise and services under the new Sourcepass MCOE brand. The official launch of the Center of Excellence for Microsoft products by Sourcepass occurred on April 23, 2025.

6. Talent and Growth Indicators

Hiring Trends and Workforce

Sourcepass has experienced rapid expansion, now employing over 650 professionals who serve more than 2,000 clients across over 20 distinct vertical markets. The company maintains over 300 service operations professionals, supporting a 24/7/365 in-house helpdesk, Network Operations Center (NOC), and Security Operations Center (SOC).

Company Growth Trajectory Indicators

Fastest-Growing IT Service Provider: Sourcepass is recognized as the industry's fastest-growing IT service provider.

Aggressive Acquisition Strategy: The company's growth is largely driven by an aggressive acquisition strategy, having acquired thirteen companies since March 2022, expanding its geographic presence and capabilities.

Investment in Client Experience: Ongoing investment in enhancing the client experience, including workforce development partnerships and community impact initiatives, supports sustainable growth.

Vertical Market Penetration: Expansion into a diverse range of vertical markets demonstrates a broad and adaptable service model.

7. Social Media Presence and Engagement

Digital Footprint

The Sourcepass Center of Excellence for Microsoft maintains an active digital footprint, particularly on platforms like YouTube, where it publishes content demonstrating how Sourcepass assists organizations in optimizing their Microsoft investments.

Sourcepass, as the parent company, engages on LinkedIn and other social media platforms to foster community engagement and establish thought leadership. Its brand messaging consistently reinforces its dedication to delivering excellent service, strategic guidance, and continuous innovation in the IT and cybersecurity domain.

8. Recognition and Awards

Industry Recognition

Gartner® Magic Quadrant™: Sourcepass was recognized as a notable North American vendor in Gartner's® 'Magic Quadrant™ for ODWS' (Digital Workplace Services) report published in April 2024.

Certifications: The company has achieved SOC 2 Type II and ISO 27001 certifications, underscoring its unwavering commitment to data security, integrity, and operational excellence.

9. Competitive Analysis

Major Competitors

Sourcepass operates within the highly competitive managed IT services and cybersecurity market. Its competitors primarily include:

National and Regional Managed Service Providers (MSPs): These firms offer a broad spectrum of services, including cloud management, cybersecurity, and strategic IT guidance, often targeting SMBs and mid-market organizations.

IT Consulting Firms: Companies that provide specialized consulting services across various IT domains, often focusing on Microsoft ecosystems, cloud migrations, and compliance.

These competitors generally target similar client segments, offering solutions for Microsoft environments, cloud migrations, and addressing compliance requirements. Differentiators often include proprietary technology platforms, specialized expertise in specific verticals, and the breadth of their service portfolios.

10. Market Analysis

Market Overview

The market for managed IT services and cybersecurity solutions is characterized by continuous and robust growth. This growth is predominantly fueled by businesses' increasing reliance on sophisticated technology, the inherent complexity of modern IT environments, and the constantly evolving landscape of cyber threats. Small to mid-sized businesses (SMBs) and mid-market organizations frequently seek external expertise to efficiently manage their IT infrastructure, meet stringent compliance requirements, and effectively leverage advanced technologies such as cloud computing and Artificial Intelligence.

The demand for specialized Microsoft expertise is particularly strong due to Microsoft's pervasive presence in business operations globally. This demand is especially notable for solutions surrounding Microsoft 365, Azure, and modern workplace technologies. Companies are actively seeking strategic partners who can not only manage their IT operations but also provide foresight through strategic guidance, ensure robust security postures, and optimize IT expenditures.

11. Strategic Partnerships

Sourcepass has cultivated significant strategic partnerships that are integral to its growth and service delivery:

Microsoft: Sourcepass holds a strong partnership with Microsoft, enabling its Center of Excellence to provide direct access to Microsoft-certified experts, advanced tools, and early insights into Microsoft's latest innovations. As a Microsoft Solutions Partner, Sourcepass delivers specialized Microsoft 365 services.

Strategic Acquisitions: The company aggressively pursues strategic acquisitions to expand its capabilities, market reach, and service offerings.

Network Solutions & Training, Inc. (NST): Acquired in March 2022, NST provided Sourcepass with an operationally mature foundation, enhancing its service delivery infrastructure.