CW PSA: FINANCE CLEAN UP PROJECT

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STREAMLINING SERVICE BOARDS AND FINANCIAL OPERATIONS

Lack of integration between ConnectWise PSA and QuickBooks can result in manual data entry, inconsistencies in financial reporting, and wasted time on duplicate tasks. By integrating these systems, you can eliminate data discrepancies, reduce manual effort, and gain real-time visibility into your financial performance.

With our ConnectWise PSA to QuickBooks Integration Project, we enable you to streamline your service board setup, improve financial accuracy, and enhance overall operational efficiency. You will have real-time visibility into financial performance, streamlined processes for managing service tickets, and seamless data synchronization between the two platforms.

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WHAT DOES THE PROJECT INCLUDE?

Comprehensive Review: We gain an understanding of your service team's current needs and practices.

Project Management: Our expert project management ensures the smooth execution and timely delivery of the milestones.

Regular Consulting Sessions: We provide recurring consulting sessions as a part of the project, facilitating continuous guidance and support.

Detailed Examination of Existing Invoicing & Procurement Process: Analyzing and Improving the Configurations and Workflows of Your Existing Invoicing and Procurement Process in ConnectWise PSA.

Development of an Updated & Streamlined Structure: Processes for finance specific operations, tailored to meet your team's needs, regulatory requirements, and industry best practices.

A Clear and Actionable Plan: To guide the successful integration of ConnectWise PSA to QuickBooks Desktop/Online, invoice processes, and avoiding common pitfalls.

Execution of Service Board Modifications: As per the new structure and requirements (service board statuses, types, subtypes, items, default settings, notifications).

Auditing of Changes: To ensure all items are correctly entered, mapped, and transferred.

Post-Implementation Testing: To verify synchronization between QuickBooks and the ConnectWise PSA platforms.

Final Review Session: With your team to confirm the successful implementation of all discussed changes, followed by minor adjustments as required.

Mentoring Sessions: To guide your team in adhering to new processes, policies, and best practices impacted by the changes.

A Comprehensive Final Report: Detailing the changes made, backup data, and information provided.

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PSA System Spring Cleaning Project

Scope of Work 


Phase #1 - Discover

  • Our team will complete a review of your organization's service team to fully understand your needs.
  • Review existing service module settings, configurations, and workflows including:
  • Service Board(s) configuration and settings
  • Service Board Statuses
  • Service Board Types, Subtypes, and Items
  • Service Board email notifications, internal QA processes, and default settings.
  • Develop an updated structure and processes for the services modules to meet client needs, expectations, regulatory, and/or other proven industry practices.
  • Develop a plan of action to ensure a proper implementation to avoid any gotchas or common mistakes.


Phase #2 - Review

  • Provide a clear and concise plan of action for service board configurations, including statutes, types, sub-types, and items. Workflows and other service-related aspects of the platform.
  • Conduct a review with the client and relevant parties to ensure adoption and sign-off on all changes.
  • Finalize any changes or adjustments before implementation.
  • Review Client internal policies to adhere to the new setup and provide guidance on recommended process changes.

Phase # 3 - Execute

  • Add, remove, or change service boards to align with company structure and requirements. This includes service board statuses, types, sub-types, items, default settings, notifications/communication settings, and other service-related configurations.
  • Audit changes to ensure all items are properly entered, mapped, and transferred.

Phase #4 - Adjust

  • Review and test all changes are properly synchronized between the QuickBooks and ConnectWise PSA platforms.
  • Conduct a final review with the client and relevant parties to ensure all changes discussed have been implemented.
  • Make minor adjustments according to a final review.

Phase #5 - Mentor

  • Ensure all backup data and information are recorded and provided.
  • Review any processes or policies that may have been impacted by the changes and recommend process improvements.

Additional Details:

MSP+OS provides consulting and services based on industry, manufacturer-recommended, and proven standards. Some recommendations may not be appropriate in all instances and all clients are responsible for disclosing as much information as possible to avoid any potential conflicts, issues, or other areas of concern.

Services do not provide network operation center (NOC) services. Our service does not include incident response, alert monitoring, or remediation services, including, but not limited to, patch failure remediation, agent troubleshooting, or remote computer support. The client remains responsible for all endpoint management, incident response, troubleshooting, repair, remediation, or any other required support services.

Changes made to ConnectWise PSA are limited to only those areas directly impacted or required for the changes to the service module but do not include review or adjustments to work types, work roles, finance, sales, or any other area within the PSA planform. Additional changes are available at an additional cost.

The Client is responsible for any additional changes required and not covered by this agreement.

Other Exclusions:

  • On-site/in-person services.
  • Emergency platform restoration, rebuild, or migration.
  • 3rd-party software support (limited to integration support only).
  • Actions or requests that may violate the EULA of the RMM software solution.
  • Platform, server operating system, and/or database migrations or upgrades.

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INCLUDED: ACCESS TO OUR PROVEN PROCESSES

We have helped thousands of technology leaders implement tested and proven solutions; "Proven Processes"

 
Our team has built a "Proven Processes" library, tying together 30+ years of experience with ConnectWise systems and products
 

ITIL Certified and Certified ConnectWise Partners, we provide access to all of our 'Proven Processes" for up to 2 users

Summer Camps

At MSP+OS, we know that a well-organized and efficient PSA is key to smooth operations, accurate reporting, and overall profitability. That's why we're offering a specialized PSA Spring Cleaning Project to help you streamline your operations, clean up your data, and maximize your ConnectWise PSA's potential.

What will you gain from our PSA Spring Cleaning Project?

Process Optimization: We'll review and refine your processes to improve efficiency, ensuring your team can focus on what they do best.

Data Clean-Up: Our experts will sift through your system, clearing out irrelevant data and tidying up what remains to ensure your decisions are based on reliable, accurate information.

Training and Documentation: We'll ensure that every member of your team knows how to effectively use your optimized ConnectWise PSA and provide clear, concise documentation to guide them.

Profitability Insights: With cleaner data and more streamlined processes, you'll have a clearer view of your profitability on a client-by-client basis.