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ConnectWise is a powerful, sophisticated tool to run your MSP (Managed Service Provider) business. It is THE industry leader, and for good reason. But its breadth and complexity can make it difficult to get quick, easy access to the information that you need to MANAGE your business. That’s where we come in…
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Executive Briefing Servicefor ConnectWise
Dave KellerNew Haven Technologies, LLC
www.NewHavenTech.com
Being a Managed Service Provider…
• Complex Business
• Many “moving parts”
• Better Information Better Decisions & Directions
Better Results & Profits
Know. Manage. Profit.
Executive Briefing ServiceWhat We Do
• Provide immediate access to the information you need to run your MSP business
Executive Briefing ServiceHow We Do It
• Executive-Level Perspective• Read-Only “Live” ConnectWise data• Drill-Down for details and verification• Customization to Tailor for your
needs• Export to Excel for further analysis
Executive Briefing ServiceReport Categories
• X-Ray Reports– See “everything” in an Executive-Level drillable spreadsheet
• Billboard Reports– Morning reminder of key metrics
• Parallax Reports– See forest (graph) and trees (table) together
• Analysis Grid Reports– Customize and tailor report to your needs
• FREE Custom ConnectWise Reports– Included with your subscription
Executive Briefing ServicePopular Reports
• CxO X-Ray• Profitability by Client• Profile of All Clients• CxO Billboard• MRR over Time• Line of Business Parallax• Product Lines Parallax• Custom Reports
– (included free with subscription)
CxO X-Ray ReportEverything on One Screen
Where will you FINISH the month?CxO X-Ray Report
How PROFITABLE is “Fully Managed”?CxO X-Ray Report
Manage T&M, Projects and ProductsCxO X-Ray Report
Past, Present and FutureCxO X-Ray Report
CxO X-Ray ReportDrill to Details and Verification
Profitability by ClientRank & Compare on Total Client Return
Profitability by ClientDrill and Focus for Verification
Profile of All ClientsClient Portfolio Management
Profile of All ClientsClient Portfolio Management
Executive-Level Perspective:
Billboard Reports
• Morning Briefing• Quick check• Managers get THEIR
copy• In your inbox (offline)
• Will you be profitable?
Executive-Level Perspective:
Billboard Reports
• Morning Briefing• Quick check• Managers get THEIR
copy• In your inbox (offline)
• Are engineers:– Reporting time?– Billable enough?– Scheduled for future jobs?
Executive-Level Perspective:
Billboard Reports
• Morning Briefing• Quick check• Managers get THEIR
copy• In your inbox (offline)
• Fully Managed Clients:– Too MUCH time?– Not ENOUGH time?
MRR Over TimeAnalyze MRR Trends by Client
Lines of Business ParallaxHow much does each LOB contribute to your success?
Product Lines ParallaxHow much does each Product Line contribute to your success?
Free Custom ConnectWise ReportsKey Performance Indicators (KPI)
Free Custom ConnectWise ReportsService Level Agreement (SLA) Performance
Free Custom ConnectWise ReportsClient Monthly Summary
Executive Briefing ServiceLogistics
• ConnectWise On-Premise only (currently)
• Your data never leaves your network (secure)
• Read-only database access• Automatic nightly application updates• Free Onsite 2-Week Trial on your
network
Executive Briefing ServicePricing and Terms
• $299 per month– Charged to your credit card– $299 fee for initial installation/configuration
• Unlimited user access
• Month-to-Month Subscription– Cancel Anytime
• Includes FREE Custom ConnectWise reports
Executive Briefing ServiceGetting Started
www.NewHavenTech.com/Trialto sign up for Free 2-week trial
or call:
765-335-KNOW
Executive Briefing ServiceOther Resources
www.NewHavenTech.comwww.YouTube.com/NewHavenTechwww.LinkedIn.com/NewHavenTechwww.FaceBook.com/NewHavenTech@NewHavenTech
www.ConnectWise.com/Marketplace
Executive Briefing Servicefrom
New Haven Technologies
Stop Guessing.Start
Knowing.
