I’m interested, but what do I need to have already set up to get started?
The Executive Briefing Service for ConnectWise runs as a web application inside your firewall (so your data NEVER leaves your network, and therefore NEVER leaves your control). To run the application you just need a standard Windows Server with a standard Windows Server OS loaded on it (nothing special). It can be a virtual machine (which is what most people run it on), or physical machine if you happen to have one sitting around. Once you have set up your Windows Server machine, we just need a few pieces of information and the ability to access the server remotely, and “we’ll take it from there!”.
Ready to get started? Here’s the information that we need: