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IT Solutions professional solving big problems with ConnectWiseMost IT Solutions companies – at one time or another – run into issues that negatively affect their results. Major issues are more generally global in nature, and may affect several departments or functions. Cash flow and profitability issues are good examples. We refer to these larger challenges as Management Problems. Smaller, more local issues, also crop up. These are generally around a specific process or workflow, and in many cases, may only affect one of your departments or functions. We refer to these as Workflow Problems.

What is common between both is that there are three specific key areas of influence in solving or overcoming these issues: Knowing, Doing, and Measuring.

Three Things Matter
Each IT Solutions company that achieves success becomes knowledgeable and skilled at managing in three different areas. That is not to say that companies don’t have unique issues. Nor does it mean that as a company goes through growth stages, it won’t encounter the bumps and obstacles common to a particular growth stage. What it does mean is that no matter what your current or future challenges, you stand a higher chance of overcoming them successfully when you gain competency in these three areas:

  • Business Intelligence Management: Knowing
  • Process Management: Doing
  • Performance Management: Measuring

It boils down to this: You need to know what to do, you need to have effective methods of doing, and you need to measure what you have done. ConnectWise PSA gives you what you need in these three key areas to be able to overcome both your management and workflow issues. Our solution was developed based on ITIL (Information Technology International Library) best practice standards precisely to help you have the information and control you need to succeed.

1. Business Intelligence Management: Knowing
The first requirement to successfully manage an IT Solutions company is being able to know. To know about what is happening right this second in each critical function in your company, and to know what has happened over time.

Each day, as your employees conduct their daily business, there is a rich amount of important data gathered in the transactions. To prevent becoming overwhelmed with data, your business automation solution should provide you reports and dashboards that present just what you need to know, and just when you need to know it. Additionally, information must be available to you from a historical perspective, so you can see trends and changes over time, again presented in a format that provides a meaningful basis for any actions you might need to take.

2. Process Management: Doing
Once you have a clear picture of the critical functions within your company, you need to be able to execute effectively and efficiently. You will need to have automated process support, be able to monitor important milestones, know when exceptions happen within processes, and know when important activities are completed. And you will need to be able to engage in a continuous improvement program so that you can continually drive down your direct and operational costs of doing business.

While all companies within a given industry have common processes they perform, the details of processes – or step-by-step procedures to do an activity – are often unique to individual companies. So any business automation solution must allow for both: first, that the critical processes are supported through automation, and second, that you have the flexibility to customize the flow to meet your unique requirements. ConnectWise PSA offers rigorous process support specifically for IT Solutions companies, as well as workflow configuration set-up tables so you can customize our software based on your unique needs. And, we help you get it all set up, so you can hit the ground running.

3. Performance Management: Measuring
The final requirement for successful management of your IT Solutions company is that you measure performance. You need to know what is working well and what is not working well, all the way from the high-level company view down to the individual employee view. In addition to knowing the effects of any programs you put into place, this information is critical for other reasons: You need to be able to replicate instances of high performance across your company and be able to see the appropriate information to be able to take immediate corrective action on poor performance. Finally – you may not have ever thought of this – you also need to measure the ‘performance’ of your clients, to understand who is profitable and who is not, what the cost-to-serve is, and more.

ConnectWise PSA gives this capability to you. Because the information is gathered from workflow processes, employees do not have an increased administrative burden. Yet you have what you need to understand how your company is performing. Everything from KPIs (Key Performance Indicators) for employees, groups of employees or the whole company, to gross margin reports by function or client. And you can have this information in any time frame you choose, even real time for to-the-minute results.

ConnectWise PSA: Laser Focus On The Three Things That Matter
Knowing: As a single integrated system in which information flows freely between modules, ConnectWise PSA gives you everything you need to know about your business, immediately at your fingertips. You know what is going on.

Doing: Built on a process-based view of your business, all critical workflows that lead to success are fully supported, complete with the information you need to continually optimize your company’s performance. Your processes flow efficiently.

Measuring: Objective and real-time or historical, you can pinpoint high performance or identify weaknesses for immediate action. You can drive excellence.

Together, management of these three spheres provide the basis for you to solve your greatest management and workflow issues. Learn more about how ConnectWise PSA helps you focus on solving both your global Management problems and your local Workflow problems.

ConnectWise PSA Helps You Solve Your Management Problems
Some of the specific management issues you might be facing that ConnectWise can help you with range from cash flow problems to an inability to see into your business to really understand what is going on. Learn more about management issues ConnectWise PSA can help you with.

ConnectWise PSA Helps You Manage Your Workflow Problems
Important workflow weaknesses can put a halt on strong company performance, and poor performance in one area often has a negative effect on other areas. Specific workflows that ConnectWise PSA can help you with include Ticketing, Scheduling, Time Collection, and more. Learn more about workflow issues ConnectWise PSA can help you with.

ConnectWise is the Best Solution for Your Company
ConnectWise PSA is uniquely suited to help you solve your IT Solutions company’s greatest issues. Three strong reasons why choosing us is a good decision for your company:

  • We have been in the IT Solutions space for over 25 years, and so we have a deep understanding of the processes in your business and the cycles in our industry. We serve ONLY this industry, so our energy, research and development are focused.
  • We promise that you will achieve payback on your initial investment within approximately six months, after which every dollar spent with us will bring you at least four back. We base this estimate on hundreds of Partner experiences with ConnectWise PSA.
  • We back up the promise by guaranteeing your satisfaction. Please check out the details of our Satisfaction Guarantee.

Learn more. See all ConnectWise PSA Product Module Features.