Business Management Systems (PSA)

Harnessing the true power of a Professional Services Automation (PSA) tool can revolutionize the way IT businesses operate

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HOLISTIC CONSULTING FOR YOUR PSA NEEDS

 MSP+OS recognizes the transformative potential of 
 PSA systems for the modern MSP. 

 PSA systems play a pivotal role in streamlining operations, enhancing productivity, and fostering growth for technology businesses.

When engaging with our clients, we don't just see a business; we visualize a dynamic ecosystem of processes, workflows, and relationships that can be optimized for peak performance through the judicious implementation and configuration of a PSA system.

Our approach to system consulting is rooted in a deep understanding of the nuances of the MSP industry.

PSA SYSTEM PROJECTS

A PSA system's true power is unlocked not just in its deployment, but in its continuous refinement.

 Implementation Projects 
 Improvement Projects 

Our dedicated team brings unparalleled expertise to both PSA implementation and improvement projects, ensuring that your system isn't just functional—it's optimized to its fullest potential.

PSA SYSTEM SERVICES

Maintaining an edge means more than just deploying the right systems—it's about ensuring their perpetual optimization.

 Managed Optimization Services 
 On-Demand Consulting 

Our seasoned professionals are dedicated to both proactive system enhancements & responsive consulting, ensuring that your system isn't merely operational—it's consistently performing at peak efficiency.

THINKING ABOUT
INVESTING IN IMPROVEMENT?

A study conducted by the Boston Consulting Group (BCG) found that businesses that invest in end-to-end system improvements experience an average return on investment (ROI) of 300% within three years.
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We Know ConnectWise PSA

Our team has extensive knowledge of the ConnectWise PSA System (formerly ConnectWise Manage).

In essence, MSP+OS transforms PSA systems from mere tools to strategic assets that empower MSPs to drive growth, enhance service delivery, and build lasting relationships with clients. With our system consulting services, MSPs are equipped not just to compete but to lead in today's competitive market.

 Are You In A Co-Dependent 
 Relationship With Your 
 Consulting Partner? 

At MSP+OS, we believe in empowering IT businesses to thrive independently by providing comprehensive system improvement solutions.

We understand the challenges of relying too heavily on consulting partners, where you may feel stuck, limited, or even trapped. That's why we offer a fresh approach that puts you back in the driver's seat.


"Our team of experienced consultants will work closely with you to assess your current systems, identify areas for improvement, and develop a customized roadmap to optimize your operations from end to end".
Brittany Mancilla

Brittany Mancilla

Sales Executive

 Want Some Proof? 

The International Data Corporation (IDC) reported that: companies that undergo a system improvement project typically see a 15-20% increase in revenue growth.


Research from Forrester Consulting indicates that: businesses that implement end-to-end system improvements observe a 25% reduction in time spent on manual and repetitive tasks, allowing employees to focus on higher-value activities.


A study by the Project Management Institute (PMI) revealed that: companies that successfully execute system improvement projects are 2.5 times more likely to meet their strategic goals and objectives, driving long-term growth and competitiveness.

Full Systems Improvement

$20K FIXED FEE
*Starting Price for under 10 users

Our team of experienced consultants will work closely with you to:

  • ASSESS CURRENT SYSTEMS

  • IDENTIFY AREAS FOR IMPROVEMENT

  • DEVELOP CUSTOMIZED ROADMAPS

 

How serious are we about making your systems work for you? During our Explorer Session, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your business.

Service OPS Improvement

$5K FIXED FEE

*Starting Price for under 10 users

Our team of experienced consultants will work closely with you to:

  • ASSESS CURRENT SYSTEMS

  • IDENTIFY AREAS FOR IMPROVEMENT

  • DEVELOP CUSTOMIZED ROADMAP

How serious are we about making your systems work for you? During our Explorer Session, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your business.

Finance OPS Improvement

$10K FIXED FEE

*Starting Price for under $3M TLR 

Our team of experienced consultants will work closely with you to:

  • ASSESS CURRENT SYSTEMS

  • IDENTIFY AREAS FOR IMPROVEMENT

  • DEVELOP CUSTOMIZED ROADMAP

How serious are we about making your systems work for you? During our Explorer Session, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your business.

Sales OPS Improvement

$5K FIXED FEE

*Starting Price for under 10 users

Our team of experienced consultants will work closely with you to:

  • ASSESS CURRENT SYSTEMS

  • IDENTIFY AREAS FOR IMPROVEMENT

  • DEVELOP CUSTOMIZED ROADMAP

How serious are we about making your systems work for you? During our Explorer Session, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your business.

NOT SURE HOW MUCH HELP YOU NEED?

Take our 2-minute free assessment to determine if you need an end-to-end systems improvement project or just a quick clean-up of your PSA service boards!

Don't Know, What You Don't Know?

We get it.

Identifying the specific areas where improvement is needed can be challenging. Especially when you are deeply involved in your own operations.

 So, let's start with a 30 minute Intro Call. 

Our team will conduct a comprehensive evaluation of your current systems, operations, and processes. By gaining a deep understanding of your business, we can identify potential blind spots or inefficiencies that may not be apparent from an internal standpoint. 

Once we identify areas for improvement, we work collaboratively with your team to create a plan of action.

 Our goal is to help you discover and implement a 
 better way of doing things. 

While you may not be aware of all the possibilities yet, together we can uncover areas for improvement and drive your business forward. 

QUESTIONS? HERE ARE THE MOST COMMON

How do you know an Improvement Project is right for me, you haven't assessed my system?

As part of our sales process, we will arrange an Explore Session between your team and one of our systems experts. During this session, which will be conducted via a screen-sharing platform, the expert will review your system in detail.

This collaborative review is aimed at ensuring that an Improvement Project aligns optimally with your company's needs and objectives. It's an essential step to make sure we're providing the most suitable and effective solution for your business.

It will be easier to work with ConnectWise directly for consulting and implementing?
You can work directly with the ConnectWise Professional Services Team. However, it's worth noting that their approach typically aligns with an idealistic "perfect world" scenario. Sierra Pacific Group (SPG), on the other hand, offers a more pragmatic approach that is grounded in real-world experiences. Our consultants have an extensive track record of "been there and done that", not merely possessing product expertise. We understand the challenges and nuances of implementing solutions in diverse, dynamic environments.
We would love to re-prioritize some of the phases, as we have a big fire right now in sales. Can we do that?

The structure of our Improvement Project has been thoughtfully designed to ensure efficiency and effectiveness. While some sessions can be adjusted, it's crucial that we review, modify, and finalize the foundational elements before addressing sales, service, or finance. This sequential approach is necessary to prevent potential disruptions.

Jumping around the platform without adhering to this structure can lead to additional work, and may risk disrupting existing workflows or generating inaccurate reports. Therefore, it's essential to follow the designed path of our Improvement Project for the most successful outcome.

I need this project done in three months. Can we speed up the timeline?

Given that this is a fixed fee project, the pace at which we proceed is entirely in your hands—you can choose to go as quickly or as slowly as you prefer. However, experience has taught us that completing an Improvement Project in under six months is often not feasible.

The rationale behind this is that changing habits, particularly in a professional context, is not an overnight process. It takes time for individuals to unlearn less efficient habits and adopt improved ones. For long-term success, it's crucial that your team adheres consistently to better processes, and this transition requires patience and time. Thus, a six-month timeline is a more realistic expectation for the completion of an Improvement Project.

How does this work for companies looking to acquire multiple businesses in a single year?

Our approach involves stepping in promptly and making improvements to establish a standardized methodology or a "one way of doing things in a single instance". As your business grows and acquires new entities, you can conveniently re-engage with the Sierra Pacific Group (SPG) to facilitate the training of new staff and align them with the established standard procedures.

To achieve this alignment, we offer a variety of service options including a migration project, a block of time, or our virtual admin services. Each option is designed to cater to your specific needs, ensuring a smooth integration of new staff into your existing processes and maintaining consistency in your operations.

Do you gave any discounts or financing options?

We offer a variety of discounts for clients who participate in case studies or are part of peer groups. These discounts are our way of appreciating your collaboration and commitment to mutual growth.

Moreover, we understand that budgeting is essential for every business. Therefore, we provide progress billing for all our projects, including a flexible 5-pay option to ease your financial planning.

Please reach out to your sales representative to inquire about the discounts available for you. We're committed to providing you the best possible services in the most budget-friendly manner.