ConnectWise Consulting Services

Our goal at ConnectWise is your success! We know and understand what you do—and we're committed to continually working with our Partners to discover and help you overcome the new challenges you face. With the help of our Partners, we have developed several consulting packages to help your business improve efficiency, profitability and customer service levels.

What is your greatest challenge? Consulting Services can spend time at your company and provide an end-to-end health check of your business. If you are offering new services, or want to set up new product integration, we can help design and implement an action plan to make it happen. Are you a new Partner? We can help you implement efficient processes from the start. Are you an existing Partner? Our services can help keep your business operating effectively when you meet new obstacles.

Backed by an experienced team, ConnectWise Consulting Services can help you achieve your business goals faster. With our help, you'll not only learn how to use ConnectWise to your best advantage but also leverage industry best practices to become more efficient and profitable.

Meet the ConnectWise Consulting Team >

Meet the Team

Our Consulting Services Team brings a unique combination of operational and technical expertise to help your business be the best it can be. With solid experience in the IT services industry, we understand the solution provider business model and what you do every day. Our team members include executives, former partners, and ITIL certified technical experts who know how to drive operational efficiencies and deliver excellent customer service. Our team will not only help you learn how to effectively use ConnectWise to meet your goals, but also become more efficient and profitable in the process.

	Kathy Smith, Director of Consulting Kathy Smith is Director of Consulting, where she is responsible for expanding the onsite consulting offerings and educational department initiatives at ConnectWise. Read More.
	Jeanine Sullivan, Senior Business Consultant Jeanine Sullivan has been with ConnectWise for over 4 years. Jeanine worked at a ConnectWise Partner for 9 years as CFO prior to joining ConnectWise. Jeanine has 18 years of experience in the IT industry.
	Kay VanDerLeest, Senior Business Consultant Kay has over 6 years with ConnectWise. Kay worked with ERP software for 20 years prior to ConnectWise (MSB/D&B Software, Niku). Kay is ITIL v3 Foundation Certified.
	Craig Fulton, Senior Business Consultant Craig has been with ConnectWise for over 4 years, 2 years as a Network Engineer. He has 14 years technical experience (CNE, MCSE, and CCNA certifications) in the industry and 2 years professional experience. Experience in all sectors: government, small, medium, large, and enterprise. Craig is ITIL v3 Foundation Certified.
	Michelle Ibrahim, Business Consultant Michelle has over 4 years at ConnectWise. She has worked in the Support department prior to transfer to the Consulting group. She has implemented over 200 ConnectWise partners. Michelle worked at a Pharmaceutical company for 7 years prior to ConnectWise, filled many roles in the IT department including HelpDesk, QA Tester, Software Training. Michelle is ITIL v3 Foundation Certified.
	Rebecca Simons, Business Consultant Rebecca has been with ConnectWise for over 2 years. Prior to joining the Consulting team, Rebecca was in Partner Support responsible for training and implementation of the ConnectWise solution. Rebecca is ITIL v3 Foundation Certified.
	Marbeth Wickliffe, Business Consultant Marbeth Wickliffe has been with ConnectWise for over 3 years. Marbeth worked at a ConnectWise Partner for 8 years as Technical Operations Manager and Manager of Organizational Integration prior to joining ConnectWise. Marbeth has an MBA, Project Management Certified and ITIL v3 Foundation Certified.

View Our Consulting Packages >

ConnectWise Consulting Packages

Consulting Services offers a number of options to help your business get more out of ConnectWise and improve operational efficiency. Working with our Partners, the Consulting Services Team has developed packages that can help your business become more roductive— whether you are new to the industry or looking for ways to improve and grow your existing company. Our ultimate goal is to help you achieve greater efficiency so you can enjoy more profits and satisfied, loyal customers.

Our packages include:

Business Transformation Audits
Prescriptions
Dispatching
Service Boards
Sales Process
Configurations
Work Flow Rules
Projects
Members
Finance
Procurement

ConnectWise Business Transformation Audits
Business Transformation Audit Lite
	4 hour engagement remote Consultant performs a check of your system Consultant will conduct a 2 hour phone call to discuss the findings and listen to any of your concerns Consultant will step through the business processes as they occur in ConnectWise Consultant will build an action plan of items that need to be addressed
	Back to Top >
Business Transformation Audit Intermediate
	16 hour engagement remote Consultant performs a check of your system Consultant will conduct 8 hours of phone calls to discuss your business processes, the findings from the system review and to assist with implementing as many changes as possible Consultant will build an action plan of items that need to be addressed Consultant will provide 4 hours of follow up
	Back to Top >
Business Transformation Audit Comprehensive
	2 days onsite Consultant performs a check of your system Consultant is onsite for 2 days to review your business processes, the findings from the system review and to assist in implementing as many changes as possible Consultant will develop an action plan of items that need to be addressed
ConnectWise Prescriptions
Agreement Review
	Have you considered who validates your ConnectWise Agreements? An improperly configured Agreement may cost your business money every billing cycle-not just lost revenue but additional time correcting tickets, billing rates, and explaining to customers your revisions.

	Back to Top >
Dispatching Review
	Without dispatching you are losing money. Even a small ConnectWise partner needs the dispatcher role. A dispatcher stops cherry picking service tickets and enhances staff utilization. Greater efficiency and utilization equals more billable time.

	Back to Top >
Service Boards Review
	A properly configured service board can improve communication with your customers, establish a clear service ticket escalation policy and define common service resolution processes. This means lower costs for your business and more satisfied customers.

	Back to Top >
Sales Process Review
	Some ConnectWise partners do not use the sales module. Imagine creating an accurate, fast, descriptive proposal that you can track through a sales process, have your customer approve via your ConnectWise Portal, create a sales order, order any third-party products from distribution with a single click-all products tied to your sales order. Create service or project tickets to hand-off the sale to your back office team. And, most importantly, create an invoice with a single click which includes all products from your quote. ConnectWise 3rd party quoting integrations save you hours of double-entry, reduce errors and increase margins.

	Back to Top >
Configurations Review
	Do you know how much renewal revenue you will have next month? Proper use of ConnectWise configurations can track subscriptions and allow your sales staff to capture all expiring third-party subscriptions. Configurations are used with the MSP Sync to update your additions tab on your service Agreements. Configurations allow tracking of service issues tied to a particular device.

	Back to Top >
Work Flow Rules Review
	Best practices – how to implement? Workflow Rules allow you to define a Best Practice Process. They automate many areas of your ConnectWise which free-up back office resources and enhance service delivery. Workflow Rules can monitor several key factors of your business. Workflow Rules and Tracks can improve client and team communications.

	Back to Top >
Projects Review
	Are more than a service ticket. Utilization of ConnectWise projects enables accurate, timely access to project status for your team and the client's stakeholders. Include 3rd-party vendors in your project to reduce costs to your project team. ConnectWise projects are available via the ConnectWise customer portal. Tracking projects allows you to improve service delivery, reduce costs, and improve customer awareness and satisfaction.

	Back to Top >
Members Review
	Proper configuration of your ConnectWise members enable more accurate tracking of costs and better capacity planning. An improperly configured member can cost you service revenue.

	Back to Top >
Finance Review
	How are you billing? Agreements are automatic, sales orders go directly to invoice, how about your non-agreement time billing? How much time does your staff spend reviewing service ticket and billing rates? Do you go weeks without billing for time? In every business, cash flow is King. Invoices not billed timely demonstrate friction points in your business processes. A properly configured Billing setup can improve cash flow and reduce receivables. What is your Effective Rate – Are you charging enough for your services? Can you enhance your service offering without raising fees? In a tight economy, there is little room for mistakes. Know your costs and win more business!

	Back to Top >
Procurement Review
	This can tie the product/Purchase Order back to service ticket (which ties back to sales order and opportunity) and ultimately benefits the technician working on the ticket, by eliminating guessing by providing all information from inception and keeping everyone in the loop. This helps you to automate the hand-off from sales to the back office (for example, sales person can look at the order, opportunity and know where the product is at all times).

	Back to Top >

ConnectWise Consulting Testimonials >

Need More Info? Contact the ConnectWise Consulting Team >

ConnectWise Consulting Testimonials

To us, ConnectWise users are not customers or clients—they are our valued Partners. And few things excite us more than satisfied and successful Partners. We work hard to help you achieve your objectives. We understand the struggles and issues that you face. Early on, we faced them too. It is especially gratifying to us when Partners take time to let us know what they think of our products and our service.

Discover how Consulting Services helped these Partners overcome business challenges and improve their productivity. See specific examples of how our experienced consulting team delivers positive results.