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Services for Business Management

Implementation Services

Project plans and training sessions help new or existing partners implement products from our Business Management Solutions (BMS) suite. These implementation services equip you with the necessary skills to quickly leverage basic features and realize value.

  • Our team follows the established Core Implementation Deliverables (CIDs) work plan for a standard implementation. We set up and train on the basics of essential product features and functions, resulting in quicker baseline adoption.

  • If it becomes clear that a standard implementation will not meet your needs, we will consider a custom implementation. This process involves identifying the unique requirements of your organization, starting with a comprehensive analysis of your objectives, workflows, and challenges.

    Once we establish the scope and start implementation, a detailed project plan will guide your implementation team through the process. Our project management methodologies ensure timely delivery, adherence to the budget and plan, and successful adoption of the platform within your organization.

Technical Services

    • When you have more than one group that needs to be merged, we have created an efficient method to manage this exact scenario. Our team will merge the two groups and clean up the source group during the process.

    • We recognize that not every partner is the same and our streamlined data migrations may not fit your needs. Work with one of our specialists to define your requirements and we will put together a custom migration plan. 

    • Autotask™ migrations are comprehensive solutions designed to meet most partners’ needs, including the most commonly requested data.

    • Tigerpaw® migrations are packaged solutions designed to meet most partner needs, including the most requested data.

    • PSA to PSA data merge is a packaged solution designed to meet most partners’ needs, including the most commonly requested data. 

    • ITBoost™ migrations are self-service, but if you need assistance and a custom migration is the solution, our team is here to help.

Post-Implementation Services

Your journey to optimize the products in your Business Management Solutions suite continues after implementation, and our team is there to help you take things to the next level.

  • By leveraging our industry expertise and knowledge in your post-implementation phase, we scope out your requirements and build a plan to help you attain your goals with the software. These hourly engagements aim to optimize your product usage and take advantage of the features available to you to maximize your potential.

Technical Services

    • Need a custom report built or an adjustment made to an existing report? Work with one of our specialists to identify your requirements and let us create a custom report.

    • The ConnectWise Report Writer Training is a one-on-one training engagement to help you start developing your own reports in ConnectWise PSA™. Our specialists provide three hours of training to guide you through using our built-in reporting tool and answer any questions.

    • Need to consolidate multiple locations into one? Our team has developed a streamlined process to merge records from one location to another and clean up the source location.

    • Your Company ID identifies your information throughout the ConnectWise PSA installation. If you need to change your Company ID, this paid service is available, and our specialists can assist.

    • Are you looking to move from an on-premise server to the cloud? Our team of engineers routinely perform these conversions and know the ins and outs. Let us help you make this transition as smooth as possible.

    • Your PSA instance may need to be reinstalled from time to time. The reasons can vary, so whether this is planned, or you are experiencing an emergency, our team is here to help.

    • Have you fallen behind on your updates for PSA? Do you need help to ensure the upgrade goes smoothly? Do you need the latest features but want a specialist to assist you to make the process quick and painless? Our team can take the reins and complete the upgrade for you.

    • Migrating SQL data can be tricky. If you are looking for an expert that knows the PSA architecture to complete a migration of your SQL data to a new server installation, our specialists can assist.

    • Do you need a third version of your data for testing or historical purposes? Our specialists can add a non-production instance to your on-premise PSA installation.

    • This service provides a ConnectWise PSA role switch between two PSA server instances running the same PSA version, such as switching between production and sandbox servers.

    • BrightGauge™ is a powerful data analytic tool that can be customized to leverage its full potential. From dashboards to gauges, work with one of our specialists to take advantage of all that BrightGauge has to offer.

    • Leverage this service to enhance your sales process! One of our specialists will assist you with the technical side of customizing your quote forms so you can put your best in front of clients. Matching your branding is key, and our team of experts will help ensure you display a professional appearance in your quotes and proposals. Scoping is required and samples or mock-ups are needed in advance.

    • The CPQ Form Designer Training offers a one-on-one training with one of our specialists. Your trainer will guide you through the third-party software used to create and update quote forms, and the source file that creates the output document or quote your client receives. This technical offering will empower you to make changes to your quote forms independently and help you become more comfortable with this component of ConnectWise CPQ™.

Services for Unified Monitoring and Management

Implementation Services

Project plans and training sessions help new or existing partners implement products from our Unified Management and Monitoring (UMM) product suite. These implementation services equip you with the necessary skills to quickly leverage basic features and realize value.

  • Our team follows the established Core Implementation Deliverables (CIDs) work plan for a standard implementation. We set up and train on the basics of essential product features and functions, resulting in quicker baseline adoption.

  • If it becomes clear that a standard implementation will not meet your needs, we will consider a custom implementation. This process involves identifying the unique requirements of your organization, starting with a comprehensive analysis of your objectives, workflows, and challenges.

    Once we establish the scope and start implementation, a detailed project plan will guide your implementation team through the process. Our project management methodologies ensure timely delivery, adherence to the budget and plan, and successful adoption of the platform within your organization.

  • If you are migrating from a different RMM tool and need assistance, we can help with building your Company/Site structure as well creating scripts to deploy agents.

Post-Implementation Services

Your journey to optimize the products in UMM continues after implementation, and our team is there to help you take things to the next level. By leveraging our industry expertise and knowledge in your post-implementation phase, we scope out your requirements and build a plan to help you attain your goals with the software.

ConnectWise RMM and Automate Services

  • Do you need a custom script to automate a recurring task? Our team of experts is here to help you develop it.

  • Do you want to monitor a device or endpoint? Our expert consultants are here to help you create a great monitor. We start custom engagements with a scoping call to gather more information and provide an estimated number of hours to complete the task. 

Automate Only Services

  • Do you enjoy analyzing data and want to perform some of that analysis inside of ConnectWise Automate™? Our team can create that data view for you!

  • Good client-facing reports are a wonderful way to show value to your customers. Our report developers are here to help you build the perfect report.

  • The Report Center training is designed to help you build impactful reports that drive business insights. Our expert instructors will guide you through the essentials of creating, customizing, and managing reports within the ConnectWise Automate Report Designer.

  • Need help implementing an upgrade or minimizing downtime and headaches? Our team of consulting system engineers are here to assist you in managing and implementing upgrades to your instance of Automate.

  • Do you need help migrating your server to a different environment or splitting out service roles for growth and performance stability? Let our Automate system engineers use their expertise to make the process smooth and painless.

  • The Automate Server Merge service enables partners undergoing a merger or acquisition to move data such as clients, locations, and agents to a destination server.

  • The Automate Database Upgrade offering is intended for partners who want ConnectWise to upgrade their Automate server's required database software (MySQL or MariaDB). This ensures that the underlying database software is supported when upgrading ConnectWise Automate.

Services for Cybersecurity and Data Protection

Onboarding Services

Onboarding Services are distinct from implementation by ensuring your access to the product(s), offering a best practice review, and providing access to documentation. This process helps ensure that you can get the most out of your security and data protection products as quickly as possible while adhering to best practices.