Business Consultant, ConnectWise
Steffanie joined ConnectWise in May 2009 and has worked with the Support, Education, and Consulting teams.
Before ConnectWise, Steffanie studied abroad in Hong Kong and mainland China, analyzing the dynamics of 5 international companies to learn how to initiate and maintain business partnerships among diverse cultures.
During her time at ConnectWise, she has implemented over 500 domestic and international Partners. She is versatile in training partners using remote sessions, webinars, and live engagements such as User Group meetings and IT Nation breakout sessions.
Steffanie has an MBA from the University of South Florida. She is a ConnectWise Certified Professional Administrator, an Agile Scrum Master, and has completed ITIL Foundations V2011 training.
In her free time, she enjoys practicing yoga, walking her dog, and riding Harleys with her husband.
ConnectWise Manage Tip
The Product Shipment screen in the Procurement Module is a bird’s-eye view of product-to-job tracking. This screen displays both inventory and non-inventory items, is where you can reserve a serialized item for a specific job, shows on-hand count, quantities to pick and ship, and whether an invoice has been created for the item. Use this screen to make sure you do not get lost when trying to manage product flow.