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Implementation Services

Our ConnectWise Consulting Services implementation offerings provide end-to-end expertise to design, configure, and deploy solutions aligned to your business objectives. We partner closely with your teams to accelerate time to value, reduce risk, and ensure a seamless transition from planning through adoption.

Standard

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.

PSA QuickStart Implementation

PSA QuickStart is an accelerated onboarding service that helps partners rapidly deploy ConnectWise PSA through expert-led implementation, foundational configuration, administrator enablement, and operational guidance while minimizing internal effort and service disruption.

ConnectWise RMM™ QuickStart

ConnectWise RMM QuickStart is a streamlined, accelerated implementation program built to help partners unlock value fast.

PSA QuickStart for Internal IT

QuickStart for Business Management Internal IT is an accelerated implementation model designed to help internal IT teams achieve faster results. With expert-led onboarding and simplified delivery, your team can quickly leverage ConnectWise solutions.

ConnectWise RMM™ QuickStart for Internal IT

QuickStart RMM for Internal IT is an accelerated implementation model designed to help internal IT teams achieve faster results. With expert-led onboarding and simplified delivery, your team can quickly leverage ConnectWise solutions and focus on what matters most: ensuring reliable IT operations, supporting end users, and enabling your organization’s success.

Axcient Onboarding

Axcient Onboarding provides expert remote consulting to help clients plan, deploy, configure, and optimize supported Axcient solutions, including user setup, policy configuration, monitoring, troubleshooting, and recovery workflows.

AI Agents Implementation

ConnectWise AI Agents Implementation helps the Client establish and validate ConnectWise AI Agents within service ticket workflows.

CPQ Implementation

The CPQ Implementation Service provides expert remote guidance for provisioning, configuring, and deploying ConnectWise CPQ, including administrator training and adoption support aligned with ConnectWise recommendations.

Reports and Dashboards Implementation

The Reports and Dashboards Implementation service provides remote software implementation to help the Client establish foundational usage of the Reports and Dashboards solution.

RMM NOC Implementation

ConnectWise RMM NOC Implementation helps you configure and validate the core settings needed to support NOC services within ConnectWise RMM. The service includes guided remote sessions for notification rules, site policy enablement, access levels, automatic credentials, and ticket workflow review.

Endpoint Security Onboarding for ConnectWise Managed EDR™

Security Endpoint Onboarding for ConnectWise Managed EDR gives your team everything they need to confidently deploy and operationalize your new security solution.

SASE Onboarding for Exium

SASE Onboarding for Exium gives your business the expert guidance needed to successfully adopt your Exium secure access service edge (SASE) solution.

Onboarding for the ConnectWise Partner Program™

Onboarding for the ConnectWise Partner Program is designed to fast-track your success with the Partner Program for Cybersecurity.

Onboarding for ConnectWise Backup

Onboarding for ConnectWise Backup is a guided, expert-led training and implementation program designed specifically for partners adopting ConnectWise Backup for the first time.

ConnectWise Help Desk Services

ConnectWise Help Desk Services™ Onboarding is designed to quickly and confidently enable partners who are activating Help Desk Services for the first.

ConnectWise Automate™ Implementation

ConnectWise Automate Standard Implementation equips your team with the foundational knowledge and configurations needed to fully leverage your ConnectWise Automate investment.

ConnectWise SIEM Implementation

SIEM Implementation provides expert remote guidance to help partners deploy, configure, and adopt the SIEM platform through onboarding, software provisioning, administrator training, and foundational setup services.

ConnectWise Cloud Backup Onboarding

ConnectWise Cloud Backup Onboarding provides expert remote guidance to help clients deploy and configure ConnectWise Cloud Backup, including portal setup, reporting, and restore capabilities.

Custom

If a standard implementation does not meet your needs, we offer a custom implementation tailored to your organization. This begins with a detailed analysis of your goals, workflows, and challenges. Once the scope is defined, a structured project plan guides implementation, ensuring on‑time delivery, budget alignment, and successful platform adoption.

Implementation Consulting Hourly

Consulting Hourly provides flexible, on-demand access to ConnectWise experts who can help you optimize, troubleshoot, or enhance the ConnectWise Platform based on your organization’s priorities.

Project Management

Project Management provides expert, remote project oversight to help your team successfully navigate complex initiatives across the ConnectWise Platform.

Post Implementation Services

Our ConnectWise Consulting Services post-implementation offerings help you optimize, support, and continuously improve your solution after go-live. We provide ongoing guidance, enhancements, and best-practice recommendations to maximize value, drive adoption, and adapt to evolving business needs.

Technical Services

Technical Services provides hands-on technical execution and delivery support for partners and internal teams, specializing in environment install and migrations, automation, data migrations (ETL), and data visualization. The team works post‑sales to design, and deliver backend technical solutions that enable stable, scalable, and optimized partner environments. Our work bridges complex technical requirements with practical execution, ensuring high-quality outcomes across modernization, migration, and customization engagements.

Standard

ConnectWise Automate™ On-Premises Install and Configuration

The ConnectWise Automate On-Premises Install service provides expert-led technical consulting to install on-premises ConnectWise Automate environment onto a new server.

ConnectWise Automate™ Cloud to On-Premises Conversion

The ConnectWise Automate Cloud to On-Premises Conversion service helps existing partners migrate their Automate cloud installation to a fully self-managed on-premises server environment.

ConnectWise Automate™ Database Upgrade

The ConnectWise Automate Database Upgrade service provides expert technical execution to upgrade the MySQL or MariaDB database supporting your Automate server to the latest supported version.

ConnectWise Automate™ On-Premise Server Upgrade

The ConnectWise Automate On-Premises Server Upgrade service provides expert guidance and hands-on technical execution to upgrade your Automate server by one major version release.

ConnectWise Automate™ On-Premises to Cloud Conversion

The ConnectWise Automate On-Premises to Cloud Conversion service helps existing partners seamlessly migrate from a locally hosted Automate server to the ConnectWise Cloud environment.

ConnectWise Automate™ Server Merge

The ConnectWise Automate Server Merge service provides expert technical execution to merge a source Automate server into a destination Automate server, combining critical operational elements into a single environment.

ConnectWise Automate™ Server Migration

The ConnectWise Automate Server Migration service provides expert technical consulting and execution for partners who need to move their existing Automate environment to a new servers.

Autotask to ConnectWise PSA Migration

This packaged migration service provides a proven, standardized process for transitioning your operational and historical data from Autotask to ConnectWise PSA.

Tigerpaw to ConnectWise PSA Migration

The Tigerpaw to ConnectWise PSA Migration service is a packaged, proven migration offering designed to make your transition from Tigerpaw to ConnectWise PSA efficient, predictable, and low risk.

ConnectWise PSA™ SQL Server Migration

The ConnectWise PSA SQL Server Migration service provides expert technical consulting to transition your PSA database to a new SQL Server environment safely, accurately, and without changing your application version.

PSA Premise to Cloud Conversion

The ConnectWise PSA Premises Server Role Switch service provides expert technical consulting to help existing PSA premises partners swap the roles of their production and sandbox environments.

ConnectWise PSA Premises Reinstall

The ConnectWise PSA Premises Reinstall service provides expert led technical consulting to reinstall your existing ConnectWise PSA on-premises environment onto a new server using the same version of the PSA application you are running today.

ConnectWise PSA Premises Historical Third Instance

The ConnectWise PSA Premise Historical Third Instance service provides expert-led technical consulting to install a dedicated, one user historical PSA instance for ConnectWise PSA Premises partners.

ConnectWise PSA™ Overlay

The ConnectWise PSA Overlay service provides a structured, expert-led solution for partners needing to overwrite one PSA environment with a full copy of another.

ConnectWise PSA™ Cloud-to-Premises Conversion

The ConnectWise PSA Cloud-to-Premises Conversion service provides expert technical consulting and execution to transition your organization from cloud-based ConnectWise PSA to an on-premises PSA server environment.

ConnectWise PSA Company ID Change

ConnectWise PSA Company ID Change is a specialized technical consulting service designed for existing ConnectWise PSA partners who need to update their Company ID in the cloud or on-premises.

ConnectWise PSA™ Emergency Cloud Database Restore

When unexpected data loss, corruption, or operational disruption occurs, ConnectWise PSA partners can rely on our Emergency Cloud Database Restore service.

ConnectWise PSA™ Premises Role Switch

The ConnectWise PSA Premises Server Role Switch service provides expert technical consulting to help existing PSA premises partners swap the roles of their production and sandbox environments.

ConnectWise PSA™ Group Merge

The ConnectWise PSA Group Merge service provides a fast, structured, and repeatable way to consolidate PSA Groups and reassign all associated records.

ConnectWise PSA™ Location Merge

The ConnectWise PSA Location Merge service provides a fast, structured approach to consolidating PSA Locations by reassigning every associated record from one location to another.

ConnectWise PSA™ to PSA Data Merge

The PSA to PSA Data Merge is a packaged consulting engagement that migrates key operational and historical records from a source ConnectWise PSA environment into a destination ConnectWise PSA environment, using a proven, fixed-scope method designed for accuracy, predictability, and speed.

Advantage Partner Services

The Advantage Partner Program Services are designed to accelerate product adoption by connecting partners with experienced product experts across our ecosystem. Through guided onboarding engagements and hands-on enablement, the program ensures partners are equipped to confidently deploy, adopt, and maximize value from our solutions. By pairing expert-led support with a structured onboarding experience, the Advantage Partner Program helps partners achieve faster time-to-value and long-term success.

The ConnectWise University is here to support you

It is a centralized learning experience designed to help partners maximize the value of their ConnectWise solutions. It provides structured, role‑based education that empowers teams to onboard faster, work smarter, and continuously improve their use of ConnectWise products. ConnectWise University delivers the training needed to drive operational efficiency and business success. The ConnectWise University Resource Overview - ConnectWise document will help you learn more about the learning experience.

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Service scope may vary. Refer to Statement of Work for complete details.