Fresno, CA
415-689-5015

Professional Services – ConnectWise Secure

ConnectWise Consulting | Accounting | Marketing

CONNECTWISE SECURITY IMPLEMENTATION

Our approach to assessing and consulting on ConnectWise Authentication and Access Security

Advanced Security provides preventive controls to protect sensitive data at the source. These offerings form the foundation of defense-in-depth, a multi-layered security solution.

1

ConnectWise Secure

For Small to Medium Businesses
1-24 Users

2

ConnectWise SecurePRO

For Mid-Sized Organizations
25 – 74 Users

3

ConnectWise SecurePRO+

For Enterprise Organizations
75+ Users

Get ConnectWise SSO Implemented 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.

Discover ConnectWise Secure / SSO / MFA With Sierra Pacific Consulting

Data security is a concern and a priority for any business. Data is a valuable commodity in today’s digital world, and every entity that handles data has a target on its back. A breach would not only affect ConnectWise, but also those whose data was compromised. As a consulting company, we want our clients to be confident that the data they entrust to is safe across all ConnectWise platforms. 

At Sierra Pacific Consulting, security is foremost in our minds as we develop solutions to combat attacks on ConnectWise suite of products.

WE LISTEN CAREFULLY TO UNDERSTAND YOUR NEEDS

We at Sierra Pacific Consulting have found that through organization and clear expectations, we can strengthen your team to meet a unified goal. Our dedicated Consultants ensure that your team is ready to progress forward.

WE EDUCATE AND SUPPORT YOUR TEAM 

We explore your business ecosystems, methodologies, legacy systems, and internal
processes to understand not just what you do – but also how and why you do it; your history is important to us.

WE’RE THERE AT EVERY POINT OF EXECUTION 

Through constant mediation, routine checkins, and systematic process review, we provide actionable goals peridoically that are documented for accountability. These routine sessions are also a time for questions, discussions, and ideas fresh from the industry.

Why Does My IT & MSP Business Need ConnectWise Security?

We feel your business can benefit greatly from a partnership built on trust and confidence. Our security experts are dedicated to providing security for the ConnectWise Platform, as Implementing these processes and operating systems will help you and your team get better comfort and accountability throughout the company knowing that everyone is secure.

GAIN A COMPETITVE ADVANTAGE 

Increasing security measures and reducing vulnerabilities across the platform is a top priority for the entire business to gain confidence as a trusted partner with your clients.

ENSURE THE SUSTAINABILITY OF YOUR BUSINESS

ConnectWise platform is an integral part of your operations and is a portal to your clients’ business-critical data. Make sure it is secure.

ACCOUNTABILITY FOR PEOPLE

Your confidence in our ability to test and maintain a secure platform is essential to our partnership with you.

INCREASE GROWTH & PROFIT WITH COMFORT

With the ConnectWise platform secure. You can rest in confort and grow your business knowing you are secure. 

Get ConnectWise SSO Implemented 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.

OUR PROCESS

STEP #1 | ONBOARDING MEETING

What’s Included In The Assessment?

Our Senior ConnectWise Consultants Will Work With Your & Your Team To Deeply Understand Your MSP Business, Uncover Areas That Need Adjustment & Develop a Custom Blueprint for Success For Your ConnectWise Platform and Team.

GET TO KNOW YOUR BUSINESS

We start with a 30-minute on-boarding session, in order to identify subcontractors, gather technical details, and discuss the unique needs of our clients.

DISCUSS UNIQUE NEEDS

We discuss your unique needs around ConnectWise SSO, Okta, Azure, Centrify, Active Directory and more to ensure a custom-built secure environment.

GATHER CREDENTIALS

We gather the information we need to access your ConnectWise suite of products and documentation repository in preparation for our sessions.

IDENTIFY USERS

We identify and define ConnectWise Manage users and subcontractors, Streamline IT users, API Members across the ConnectWise suite and Control & Automate local admins.

STEP #2 | CONNECTWISE HOME

ConnectWise Home enables you to access your suite of ConnectWise products and solutions, stay up-to-date on what’s new in ConnectWise, stay ahead of your tickets, easily access the ConnectWise University, and manage your ConnectWise SSO.

REVIEW CONFIGURATIONS

We review configurations in order to design your ConnectWise Home based on what your users and members need.

DEVELOP POLICIES

We develop a robust, end-to-end access policy custom-built for your users and members.


CREATE NEW SOURCES

We create new Authentication Sources in order to build a bridge between your SSO provider and ConnectWise.

DOCUMENT & ENFORCE

We document the process for all future members, as well as enforce users to begin adhering to the policy put in place.

STEP #3 | CONNECTWISE MANAGE

ConnectWise Manage Security Implementation. These core objectives will enable us to properly install and configure ConnectWise Manage Security, ConnectWise Single Sign-On.

SET SECURITY ROLES

Review, audit and create security roles as it relates to members, to ensure these security roles are appropriately assigned.

MEMBER AUDIT

We audit, analyze and assign members to the security roles previously defined; ensuring your company & client data is safe & secure.

REVIEW IMAP & CALENDAR SYNC CONFIGURATIONS

We will set up modern authentication to ensure secure communications between ConnectWise and Microsoft Office 365 or G Suite.

SCHEDULE, SUPPORT & IMPLEMENT SSO

We schedule appropriate meetings, supporting and facilitating the implementation of Connectwise Home (formally ConnectWise SSO).

STEP #4 | CONNECTWISE SELL

ConnectWise Sell Security Implementation. These core objectives will enable us to properly install and configure ConnectWise Sell Security, ConnectWise Single Sign-On.

SET SECURITY ROLES

Review, audit and create security roles as it relates to members, to ensure these security roles are appropriately assigned.

MEMBER AUDIT

We audit, analyze and assign members to the security roles previously defined; ensuring your company & client data is safe & secure.

REVIEW EMAIL & OFFICE 365 CONFIGURATIONS

We will set up modern authentication to ensure secure communications between ConnectWise and Microsoft Office 365 or G Suite.

SCHEDULE, SUPPORT & IMPLEMENT SSO

We schedule appropriate meetings, supporting and facilitating the implementation of Connectwise Home (formally ConnectWise SSO).

STEP #5 | CONNECTWISE CONTROL

ConnectWise Control Security Implementation. These core objectives will enable us to properly install and configure ConnectWise Control Security, ConnectWise Single Sign-On.

SET SECURITY ROLES

Review, audit and create security roles as it relates to members, to ensure these security roles are appropriately assigned.

MEMBER AUDIT

We audit, analyze and assign members to the security roles previously defined; ensuring your company & client data is safe & secure.

PLATFORM AUDIT

We review and audit extensions, firewall policies, and software versions to guarantee all comply with the latest security practices.

SCHEDULE, SUPPORT & IMPLEMENT SSO

We schedule appropriate meetings, supporting and facilitating the implementation of Connectwise Home (formally ConnectWise SSO).

STEP #6 | CONNECTWISE AUTOMATE

ConnectWise Automate Security Implementation. These core objectives will enable us to properly install and configure ConnectWise Automate Security, ConnectWise Single Sign-On.

SET SECURITY ROLES

Review, audit and create security roles as it relates to members, to ensure these security roles are appropriately assigned.

AUTOMATE ON-PREM

We review and audit firewall policies and software versions to guarantee all comply with the latest security practices.

MEMBER AUDIT

We audit, analyze and assign members to the security roles previously defined; ensuring your company & client data is safe.

REVIEW CONTROL CENTER MFA

We perform a deep-dive to ensure all users matches User Class expectations, and mandate that each user have MFA.

SOLUTION CENTER AUDIT

We review and audit extensions in a solution center and to guarantee all comply with the latest security practices.

SCHEDULE, SUPPORT & IMPLEMENT SSO

We schedule appropriate meetings, supporting and facilitating the implementation of Connectwise Home.

STEP #7 | DOCUMENTATION

With the Internet spreading linke wildfire and reaching every part of our daily life, more and more traffic is directed to websites in search for information.

DOCUMENT PRODUCT PASSWORDS & ACCESS

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ENSURE DOCUMENT SSO OR MFA POLICY IN PLACE

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SCHEDULE, SUPPORT, IMPLEMENT SSO

I’m not really sure how old I was when I got the gift for Christmas, but I remember thinking it was a pretty impressive piece of electronic hardware.

STEP #8 | DOCUMENT REVIEW

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FLEXIBLE CODESPC NEW EMPLOYEE ONBOARDING BEST
PRACTICE DOCS

We review and send SPC New Employee Onboarding Best Practice documentation.

SPC EMPLOYEE OFFBOARDING BEST PRACTICE DOCS

We review and send SPC Employee Offboarding Best Practice documentation.

SPC PASSWORD
RESET BEST
PRACTICE DOCS

We review and Send SPC Password Reset Best Practice documentation.

Additional Resources

INDUSTRY PUBLICATION

What is SLIQ And Why Is It Important For My
IT Business?

GUIDEBOOK

A Guide To Operational Excellence For
IT Businesses

INDUSTRY PUBLICATION 

What is EOS And Why Is It Important For My
IT Business?

Choose Your Plan

ConnectWise Secure

$1K

1-24 Users

ConnectWise SecurePRO

$1.5K

25-74 Users

ConnectWise SecurePRO+

$2k

75+ Users

Get ConnectWise SSO Implemented 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.