Posted by: Eric Wichhart | April 11, 2011

ConnectWise Implementation Levels

How much benefit are you getting out of your ConnectWise? I have developed a five level model to determine where you are in the basic implementation of ConnectWise into your business. The five levels in order of importance are:

  1. Ticketing and Invoicing – Tickets are entered in ConnectWise, time is entered against the ticket along with the details of the solution and the tickets are closed. Invoices are sent out of ConnectWise before flowing over to your financial package using the connector.
  2. Agreements – Agreements are setup in ConnectWise to capture all contract services you provide such as SPAM Filtering, Managed Service Contracts, Web Hosting and Data Backup. Managed Service labor is captured against the Agreement and is used to track profitability of the contract.
  3. Products and Sales Orders – Using Sales Orders to process all ordered products and placing all products onto the tickets.
  4. Activities and Opportunities – Use Activities to track all activities in the organization and use Opportunities to track all sales opportunities. At this level you should also be using a quoting tool and processing all quotes through the connector to your ConnectWise.
  5. Projects – Projects are used to document all large scale or long term services such as server installs and hardware refreshes.

The higher the level the more benefit you are receiving through the use of ConnectWise. When you dig into each one of these levels you will find it has many facets, but once each level is properly put into practice you will be able to see an increased return on your investment. If you feel that you do not have the time or are stuck at a level, we offer implementation services to meet every need. Please contact us for more details.



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