executive briefing service for connectwise overview

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

Where will you FINISH the month?CxO X-Ray Report

How PROFITABLE is “Fully Managed”?CxO X-Ray Report

Manage T&M, Projects and ProductsCxO X-Ray Report

Past, Present and FutureCxO X-Ray Report

CxO X-Ray ReportDrill to Details and Verification

Profitability by ClientRank & Compare on Total Client Return

Profitability by ClientDrill and Focus for Verification

Profile of All ClientsClient Portfolio Management

Profile of All ClientsClient Portfolio Management

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)

Free Custom ConnectWise ReportsService Level Agreement (SLA) Performance

Free Custom ConnectWise ReportsClient Monthly Summary

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.comwww.YouTube.com/NewHavenTechwww.LinkedIn.com/NewHavenTechwww.FaceBook.com/NewHavenTech@NewHavenTech

www.ConnectWise.com/Marketplace

Executive Briefing Servicefrom

New Haven Technologies

Stop Guessing.Start

Knowing.