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.