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Professional Services – Assessment

ConnectWise Consulting | Accounting | Marketing

ASSESSMENT TAILORED TO YOUR BUSINESS OBJECTIVES

Regardless of the size of your organization or where you are located, new software tools are reshaping the world as we know it. To keep up, you must adapt existing processes and software infrastructure to improve operational excellence, manage change and enable growth. With that in mind, the flexibility and design of the right professional services automation (PSA) platform can help your company build solutions to support your business priorities, not the other way around.

Streamlining processes and increasing visibility into operations are key to gaining efficiency and business insight you need to survive and thrive. Completing a detailed assessment can help determine where your current systems are holding you back and take a deeper look at factors and considerations that lead to implementation success.

OUR PROCESS – PROVEN METHODOLOGY

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SERVICE

ConnectWise makes Service teams operate more intuitive and effective. We’ll look at everything regarding how service works within your team structure. 

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FINANCE

The finance tools in ConnectWise are impressive, and inherently effective in increasing revenue. We’ll look at everything financial, from Accounting Integration to Invoicing to Reporting Tools to Sales Orders/Rates and much more.

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SALES

Sales Teams reach an entirely new level with ConnectWise. The inability to correctly manage the sales pipeline for your team can lead to a decrease in closed sales deals by a significant percentage. Discover how you can better track your opportunities, close more deals, and hand off your sales to service for execution. 

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SECURITY

A smart security approach starts with assessing risk. Feel confident you’re evaluating all security risks across your entire business by covering all functions of the ConnectWise suite of software tools. We ensure your data goes where it belongs.

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AUTOMATE & CONTROL

Are you using Automate and Control to the fullest capacity? We work with you to seek and identify where you can be better positioned for success and safety while getting more out of these amazing platforms. 

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OPERATIONS

Executive teams need to step back and identify execution barriers in the business through a comprehensive review of your operations, then pinpoint areas for improvements. Most importantly, the assessment allows you to prioritize and invest time and money effectively as you plan for growth. Our Assessment examines critical business processes, people, structure, culture and key performance metrics across core functional areas.

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Want To Learn More? Schedule a Call Now

Sierra Pacific Consulting has built a combination of highly experienced consultants who work at all levels of the business to champion and drive best practices using some of the most advanced tools in the industry.

Service Assessment

There are so many avenues that the CW suite can help your organization grow and succeed that it is easy to lose site of fundamental processes that lead to service delivery excellence.

ConnectWise’s Workflow Rules and Tracks automate Best Practice processes in key areas of your business.

This frees up resources and enhances the quality of service deliveries. In turn, team and client communications improve, markedly increasing client satisfaction.

Assessment Checklist:

     Service ManagementDispatch Management 
    Service BoardsService Tickets
    AgreementsService Ticket SLA
    Dispatch Portal Configurations
    Workflow AutomationService Templates 
    Time ManagementTime Entry
    Service Reporting & Metrics Service Utilization
    Service CompensationReferral Management
    Integrated ToolsTeam Structure

Assessment Checklist:

     Sales ProcessFunnel Management 
    Sales Opportunity ManagementSales Activity Management
    Sales to Service HandoffSales Service Board
    OpportunitiesActivities
    Workflow AutomationSales Templates 
    Procurement ProceduresSales Order Procedures
    Sales Reporting & Metrics Sales Quota
    Sales CompensationSales Commission
    Integrated ToolsTeam Structure

Sales Assessment

Imagine a process that creates accurate proposals full of rich, accurate descriptions.

Descriptions at can be automatically tracked all the way through to billing, bringing together all auxiliary information in one place.

Nice, right? We’ll make sure it happens.

Our consultants will laser target friction points in your sales processes,
and offer up real solutions to help you grow effectively.

But it’s more than just achieving this (which ConnectWise does quite well) – it will also reduce errors while increasing your margins and productivity by eliminating double entry.

Finance Assessment

Cash flow is king in business.

The smallest delay or mistake in your billing process doesn’t just decrease cash flow and reduce your receivables; they can reduce business productivity while
increasing lost hours.

Our consultants will laser target friction points in your financial processes,
and offer up real solutions to help you grow effectively.

Service time billing is always important, but so is your recurring agreement billing. An improperly configured agreement is a sure-fire way to lose time, money, and productivity.

Ask yourself a simple question: “Is my agreement and billing process as streamlined as it could be?” (we’ll make sure it is!)

Assessment Checklist:

    Chart of AccountsAccounting Integration
    AgreementsReview Product Additions & Cost
    Invoicing ProceduresInvoice Format
    Special Invoices & AdjustmentsService Time Invoicing
    Recurring Agreement Invoicing
    Procurement ProceduresSales Order Procedures
    Financial Reporting & Metrics Agreement Gross Profit / Effective Rate
    Employee CompensationWork Roles / Work Types
    Integrated ToolsTeam Structure

Assessment Checklist:

     Security AuditRole Revisions 
    License PoliciesSSO Configuration
    MFA PoliciesAPI Members
    Extension VersionsDocumentation Review
    On-Prem App Environment AuditModern Email Connectors 
    Security ProceduresIntegrated Tools

Security Assessment

So your team is growing, you’ve delegated where you can, and you get your team the tools they need, when they need them; but when did you last audit who has access and where?

One thing we find is that it is very common in your busy day to forget critical access policies, exceptions, and documentation. So what happens?

Ever had a customer password get leaked that they used everywhere? Or have you encountered a time where you see a user and go ‘he doesn’t work here anymore’?

We want to protect you and MSPs are now a common target as hackers know that if they get you, they get WAY more for their buck. Our Security assessment willdive into each tool and help you audit and standardize your security roles as well as implement and enforce the CW SSO platform.

Want To Learn More? Schedule a Call Now

Sierra Pacific Consulting has built a combination of highly experienced consultants who work at all levels of the business to champion and drive best practices using some of the most advanced tools in the industry.

Automate & Control Assessment

Automate and Control’s have a plethora of options and switches that can be key ROI drivers in your business; while also causing key gaps in your company’s efficiency and security.

This can either help you scale to the next level OR be the victim of the next targeted-attack.

We work with you to seek and identify where you can be better positioned for success and safety while getting more out of these amazing platforms.

Assessment Checklist:

     Script UsagePatch Management 
    Manage IntegrationSSO Configuration
    Control IntegrationNetwork Probes
     Version UpdatesMonitors
    On-Prem Environment AuditUser Classes 
    IgniteIntegrated Tools
    Extensions & Solutions  

Assessment Checklist:

     Operational MaturityOrganizational Checkup 
    Scorecard AccountabilityVendor Stack
    Triage and Logistic ProcessesTicket Escalations
     Vision/MissionCore Values
    Accountability ChartTeam Members 
    KPIsSLAs

Operations Assessment

There are so many avenues that the CW suite can help your organization grow and succeed that it is easy to lose site of fundamental processes that lead to service delivery excellence.

Does it at times feel like your vision or directions are getting lost in the sea of work that has accumulated on your boards?

Is your leadership team seeking guidance constantly for things that you find ‘foundational’?


Do you find it difficult to determine ‘who does what’ and ‘when’ in your organization and find yourself asking your management ‘who do I ask’ or ‘who owns this’?

If so, we run through a foundational checklists to find where your team is operationally deficient and where you can tighten your reigns as an Executive for your IT business.

From the people to the processes, no two organizations are alike. Consequently, no standardized template can work across all businesses. We use a structured assessment process that narrows down the specific why, what, and how elements of your business.

The only true differentiator between businesses is the people. It is the people that can think more strategically and creatively than their competition. By helping your business change from the common patterns of traditional thinking to that of collaborative solutions for intentional change, behaviors change.