Consulting Services

So how do we help you Bridge the Gap between your People, Process, and Technology? 

By consistently updating ConnectWise (CW) and related Business Operating Systems (BOS), implementing special projects, and potentially becoming your Outsourced CW Admin to handle day to day needs.

We start by gaining an understanding of your business through a no-cost engagement meeting during which we can both evaluate whether it makes sense to engage.  We will review your business through the lens of how well your People, Process, and Technology are working together.  We will review backgrounds, goals, resources, process inefficiencies/pains, and CW/BOS maturity.  If the light is green from both sides, then we move on to the following phases of the process:

• Kick-Off Meeting:  (Output = Onsite Engagement Scope)
• Name Executive Sponsor and CW/BOS Functional Expert(s)
• Discuss Key Pains/Needs (as specifically related to CW/BOS)
• Identify Punch List of CW/BOS Setup to Review
• Identify Key User Contacts by Punch List Item
• Schedule & Terms of Onsite Engagement
• Onsite Assessment
• Work with Key User Contacts by Punch List Item
• Document Current Process (Outline Format)
• Document Details of Pains/Needs
• Document Issues/Wish List by CW/BOS Key User
• Remote Documentation, Implementation & Training
• Document CW/BOS Potential Changes by Functional Area
• Finalize CW/BOS Change Plan
• Schedule & Terms to Implement and Train
• Implement CW/BOS Change Plan
• Document New Process (Outline Format)
• Live Web Training to key users by Functional Area
• Post Special Project Options
• Onsite Training
• CW Admin
• Review Release Notes & Known Issues Fixed relative to your CW Implementation
• Recommend New Features to Implement and Potential Issues 
• Develop New Release and Feature Implementation & Test Plan
• Work with your Technical POC to Upgrade and Test
• Maintain your BOS/CW systems
• Handle daily BOS/CW tasks/requests