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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… The Executive Briefing Service for ConnectWise is a SaaS service from New Haven Technologies LLC (www.NewHavenTech.com) to provide you with the information you need to run your MSP practice more effectively, more efficiently, and more profitably.
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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
CxO X-Ray ReportEverything on One Screen
Overall Summary for your entire
MSP business
CxO X-Ray ReportEverything on One Screen
Summary of your Fully Managed contracts
CxO X-Ray ReportEverything on One Screen
Summary of Block Time contracts
CxO X-Ray ReportEverything on One Screen
Summary of T&M and Project work
(including Internal Projects)
CxO X-Ray ReportEverything on One Screen
Summary of Hardware and Software
Sales
CxO X-Ray ReportEverything on One Screen
What you have (or will) invoice this month…
CxO X-Ray ReportEverything on One Screen
Where you will finish THIS month…
CxO X-Ray ReportEverything on One Screen
What’s “Past Due” and needs to be collected?...
CxO X-Ray ReportEverything on One Screen
What has Sales promised to close this month?...
CxO X-Ray ReportEverything on One Screen
What is Engineering working on this month?...
CxO X-Ray ReportEverything on One Screen
Does Dispatch have work “teed up” for engineering?...
Where will you FINISH the month?CxO X-Ray Report
Where will you FINISH the month?CxO X-Ray Report
Where will you FINISH the month?CxO X-Ray Report
What you earn per hour worked:
On what’s been invoiced
Where will you FINISH the month?CxO X-Ray Report
What you earn per hour worked:
So far this month
On what’s been invoiced
Where will you FINISH the month?CxO X-Ray Report
Projected End of month
What you earn per hour worked:
So far this month
On what’s been invoiced
How PROFITABLE is “Fully Managed”?CxO X-Ray Report
How PROFITABLE is “Fully Managed”?CxO X-Ray Report
Hours spent on Fully Managed contracts directly impacts:• How much you “earn” per hour• W-2 cost to service that contract• Your profitability on that contract
How PROFITABLE is “Fully Managed”?CxO X-Ray Report
Hours spent on Fully Managed contracts directly impacts:• How much you “earn” per hour• W-2 cost to service that contract• Your profitability on that contract
Manage T&M, Projects and ProductsCxO X-Ray Report
T&M profitability can also include internal projects
Past, Present and FutureCxO X-Ray Report
Past, Present and FutureCxO X-Ray Report
Get paid for what you did in the PAST
Past, Present and FutureCxO X-Ray Report
Get paid for what you did in the PAST
See what Sales has promised for the FUTURE
Past, Present and FutureCxO X-Ray Report
Get paid for what you did in the PAST
See what engineers are doing TODAY
See what Sales has promised for the FUTURE
Past, Present and FutureCxO X-Ray Report
Get paid for what you did in the PAST
See what engineers are doing TODAY
See what Sales has promised for the FUTURE
See what Dispatch has scheduled for the FUTURE
CxO X-Ray ReportDrill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
CxO X-Ray ReportDrill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Companies that have been invoiced….
CxO X-Ray ReportDrill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Invoices for THIS Company….
Companies that have been invoiced….
CxO X-Ray ReportDrill to Details and Verification
Drill-Down to more detail via the blue underlined hyperlinks….
Invoices for THIS Company….
Hours spent on this FULLY MANAGED contract this month….
Companies that have been invoiced….
CxO X-Ray ReportDrill to Details and Verification
Detail entries for each day and time entry….
CxO X-Ray ReportDrill to Details and Verification
Broken out by day or by engineer….
Profitability by ClientRank & Compare on Total Client Return
Profitability by ClientDrill and Focus for Verification
Profitability by Agreement plus more drill-down….
Profile of All ClientsClient Portfolio Management
Profile of All ClientsClient Portfolio Management
Too dependent on just a few clients?
Sales Rank Rank by Profit
“Hover” over charts for details…
Profile of All ClientsClient Portfolio Management
Profile of All ClientsClient Portfolio Management
Hours Spent
Profile of All ClientsClient Portfolio Management
Revenue per Hour versus
Number of Hours
Purchased
“Hover” over charts for details…
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)
Example Custom Report showing Engineer KPI measurements
Free Custom ConnectWise ReportsKey Performance Indicators (KPI)
Filter to see only what you want to see…
Free Custom ConnectWise ReportsKey Performance Indicators (KPI)
Baseline data with hyperlinks for drill-down…
Free Custom ConnectWise ReportsService Level Agreement (SLA) Performance
Another custom report with hyperlinks…
Free Custom ConnectWise ReportsClient Monthly Summary
Shows which Clients had which type of Problem
this month
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.com
www.YouTube.com/NewHavenTech
www.LinkedIn.com/NewHavenTech
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
www.ConnectWise.com/Marketplace
Executive Briefing Servicefrom
New Haven Technologies
Stop Guessing.Start Knowing.
