for ConnectWise

How do I MAKE my engineers report their time?

How do I MAKE my engineers report their time?

Last time, we looked at MSP clients that might be “at risk” due to lack of attention. This time, we’d like to focus on: How do I MAKE my engineers report their time? My MSP clients pay me the same “flat fee” every month, so why does it matter if my engineers report their time? […]

MSP Clients “At Risk”

MSP Clients “At Risk”

Last time, we looked at managing your MSP practice via Key Performance Indicators (KPIs). This time, we’d like to focus on:  Am I “at risk” of losing an MSP client due to “lack of attention”? Am I “at risk” of LOSING MONEY on an MSP client due to TOO MUCH attention? Managed Service clients pay […]

Managing the Practice via Key Performance Indicators (KPIs)

Managing the Practice via Key Performance Indicators (KPIs)

Last time, we looked at repricing our Managed Services contracts. This time, we’d like to focus on: Do my engineers have CLEAR goals that they are trying to achieve?  Am I CONSISTENTLY reinforcing those goals on a regular basis? Usually at the beginning of a new year, we step back, look at the business, and […]

Reality Check: How is each Line of Business REALLY performing?

Reality Check:  How is each Line of Business REALLY performing?

Last time, we looked at your customer “mix”, making sure that you have a balanced portfolio of clients and are not too heavily weighted with any one client. This time, we’d like to focus on:  How are each of my “Lines of Business” (managed, block time, product sales, projects, etc.) REALLY performing? Do I need […]

Which Managed Services Contracts Should I Re-Negotiate?

Which Managed Services Contracts Should I Re-Negotiate?

Last time, we looked at how each “line of business” is performing. This time, we’d like to focus on: Am I making any money on my Managed Services Contracts? Are there any contracts where I may need to re-negotiate the monthly fee? When you bring on a new Managed Service client, most MSPs establish a […]

Do You Have the Right Customer MIX?

Do You Have the Right Customer MIX?

Last time, we looked at the specific customers that you have on a quality and results basis, with the idea that you want to do MORE business with customers like your best customers, and LESS business with customers like your low-quality customers. A follow-on question is: Am I “at risk” because my potential success is […]

Do You Have the Right Customers?

Do You Have the Right Customers?

As you look to increase the success of your MSP business, a key question to consider is:  “Do I have the right customers?”  Why is that important? The short answer is that if you had MORE of your BEST customers, and LESS of your WORST customers, in almost every case your business results would improve.  […]

Not asked for credentials from the New Haven server

Not asked for credentials from the New Haven server

On your local New Haven server, we set up local security credentials to allow as many (or as few) of your employees that you choose to access the information on the server.  We do this so that, even if you have an employee who is an Active Directory Administrator, you can still control whether they […]

Firefox: Deleting Remembered Passwords

Firefox: Deleting Remembered Passwords

You should be prompted for a login and password when you sign in to your local New Haven Server.  If you are NOT prompted for a login and password, it is very likely that the browser on your local machine has “remembered” your login and password from a previous login attempt.  That’s fine, unless it […]

Chrome: Deleting Remembered Password

Chrome: Deleting Remembered Password

You should be prompted for a login and password when you sign in to your local New Haven Server.  If you are NOT prompted for a login and password, it is very likely that the browser on your local machine has “remembered” your login and password from a previous login attempt.  That’s fine, unless it […]

IE: Deleting Remembered Password

IE: Deleting Remembered Password

You should be prompted for a login and password when you sign in to your local New Haven Server.  If you are NOT prompted for a login and password, it is very likely that the browser on your local machine has “remembered” your login and password from a previous login attempt.  That’s fine, unless it […]

Analysis Grid (AG) Reports Overview

Analysis Grid (AG) Reports Overview

Recent updates to the Executive Briefing Service have introduced a new style of report called “Analysis Grid” reports.  Analysis Grid reports are designated via the addition of “(AG)” to the end of the name of the report on the EBS menu.  Analysis Grid reports allow you to customize the report to suit your own needs, […]

Using FORMULAs in Analysis Grid reports

Using FORMULAs in Analysis Grid reports

Using FORMULAS The Executive Briefing Service includes the ability for you to define “formulas” on the analysis grid (AG) reports. Formulas allow you to create a new field on the report based on whatever criteria or calculation you define. Clicking the FORMULA button on an analysis grid (AG) report brings up the screen which allows […]