Transitioning to a new business management solution can seem like a monumental task. Not only do IT solution providers need to find the right software and then implement it, they also have to train users on how to use it throughout their daily operations.

However, when you don’t like your existing solution, or when it fails to meet your needs, it’s time to make the switch.

ConnectWise® sat down with Ryan Roney, the Chief Operating Officer at the Washington D.C.-based Solvere One. He recently led his company’s transition to ConnectWise’s business management solution (BMS) after growing frustrated with their previous one.

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Here are some of the tips that stemmed from the interview.

Tip #1: Evaluate Current Needs Against Current Option

Solvere One is a growing ITSP with more than 50 employees. They used to use Autotask, but Roney says that: “after working with Autotask for a couple of years, my frustrations only became more magnified, and I knew that I needed to make a change.”

Their old solution lacked the flexibility and integration they were looking for in help desk software. Plus, Roney wanted to easily generate metrics reports that he needed, but couldn’t seem to get.

While the experience made him hesitant to jump too quickly, Roney thoroughly researched his options and chose ConnectWise. As he and his team learned more about the BMS’s capabilities, they quickly realized they were getting much more than just help desk software. They were getting a solution for all areas of their business, including reporting features that were sorely lacking before.

Tip #2: Set Realistic Expectations

Change is hard. At least it usually is. Roney prepared his team to be ready for the change and to establish a realistic timeline for the whole transition. Despite the preparation regarding the possible challenges of implementation, Roney and his team were surprised by how easy the whole transition was.

Part of this ease was due to the training and one-on-one support ConnectWise provided. Roney’s team was also able to access the ConnectWise University, a large training library with helpful videos and documentation explaining how to use the products, and how to implement best practices.

Tip #3: Be Flexible and Open

Solvere One needed a help desk software program to better meet their growing needs. Instead, they found a business management solution that exceeded their initial needs, providing the business with seamless tools they didn’t know they were looking for at first.

What’s more, Solvere One found a partnership with ConnectWise the company. Roney says “I look at it as a partnership more than me purchasing a software.” To find out why, and for even more details about Solvere One’s transition to the ConnectWise, read their case study.

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Linda Brotherton

Linda Brotherton

With 30 years of technical experience, Linda Catrett Brotherton, is the General Manager for the ConnectWise solution, and has served as Chief Technology Officer and as Director of Operations. Prior to joining ConnectWise, Linda held...

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One thought on “Transition to a New Business Management Solution

  1. I think transitioning is the easy part. But like you said, training all the new users on how to use it on a daily basis can be difficult. I really enjoyed your tips, and I think setting realistic expectations is probably the best way to be successful in anything. Thanks for sharing your insight.

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