Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. Connect a Datasource Maybe the NOC/Operations center within your organization uses ConnectWise Automate to see machine statistics. The user can customize BrightGauge dashboards and sync other business tools in its BI dashboard software for ultimate visibility. If you've got questions about Dashboards or want to see Dashboards in action. At BrightGauge, we like uploading our logo or client logos to dashboards, as well as images that are meaningful to the team to keep everybody motivated. If you take advantage of gauge and dashboard filters, individual tech dashboards wont require a huge time commitment at all. For more details on how to create technician dashboards, please visit our, You also might want to consider building technician-specific dashboards to see how each tech is performing in terms of billable hours, projects worked on, and more. If you have the opportunity I would also highly recommend attending their onsite training sessions. We use it for workflow. BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. This also works for the first page where allowed height is smaller. Putting this kind of responsibility in the hands of each technician speaks volumes. Sales In this CEO Growth & Profit webinar, Peter showcased how narrowly defined technology standards launch a domino effect of improved efficiencies. The support is top notch and they are adding new feature on a constant basis. By tuning in, you'll receive pointed advise on how to make a QBR productive and profitable, and how to squash any objections to conducting QBRs from your internal teams. Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. (If you are not already logged into the University, you will need to click the link twice.) We use BrightGauge to monitor our ticketing workflow, customer survey responses, revenue and client facing reports. We've been using BrightGauge for a few months now and it's made a massive difference to different areas of our service delivery. Enter the following Redirect Url: https://apps.brightgauge.co/api/kaseya-vsa/redirect/ They are continuing to improve the product consistently.. Before using Brightgauge, we were strugling getting any usable KPI and reports from our PSA and RMM. In last month's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared why and how to define your target customer profile (TCP). Automatically add, subtract, multiply, and divide one metric against another, so you know your numbers are always accurate. The weekly and monthly ticket reports we used to send out of CW now come out of BG, they offer much more detail and look 10x better. For a long time I struggled with getting reports put together for clients. The support is phenomenal and responsive. If youre curious about how BrightGauge and ConnectWise can simplify your day-to-day operations, check out our free whitepaper, How BrightGauge and ConnectWise Partner to Make Sense of Your Data. Documentation Compliance in ConnectWise: This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. You can upload image files up to 5MB in size. When I submit a support ticket, I get a response and a suggestion or resolution. Everything you need to know - from our experts. You must be signed in to the ConnectWise University to continue purchase.After signing in, we'll redirect you back here. Even setting up my excel reports or SSRS, i then have to copy and paste all that info into a word document and format it properly for the clients. Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. helps hold us accountable. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Peter provides tips from the best-in-class on how to employ and update your technology standards. First comes the target customer profile, then comes driving technology standards. With a well-defined TCP, you will be better positioned to develop, adopt, and enforce technology standards with your clients. I am proud to have them as colleagues and a vendor partner. All rights reserved. Create historical trends of data that matters, like end-of-day ticket count. For more details on how to create technician dashboards, please visit our Knowledge Base. With Snapshots, store data your PSA, RMM, or other systems wont. Check out all of the webinar recordings in this series: CEO Growth & Profit Topic Date/Time Expert Watch Now! BrightGauge Data Dashboards help track and visualize all your KPIs Forget toggling between windows or logging in and out of multiple accounts. Snapshot gauges automatically take a daily, weekly, or monthly picture of your metrics - like end-of-day ticket count - and pin it onto a chart. You must be signed in to the ConnectWise University.After signing in, we'll redirect you back here. I've had experience with all four BI tools for Connectwise. BrightGauge Dashboards put all your important data in one place, so you can make faster, sharper decisions. There is ZERO reason to not use this product. Whether youre planning your first managed services agreement, or youre ready to overhaul your existing version, we've got you covered! And to Eric and the teams' credit, the support and communication is excellent and theres a steady stream of improvements. Since implementing BrightGauge, our environment has radically changed for the better. Get this, plus much more, with our Enterprise Plan. Absolutely fantastic experience so far! Here, you'd select the 5 clients assigned to Rob. NOTE: Spaces are limited. The Scorecards are perfect for any company following the Traction Enterprise Operating System. So if you already have a logo set for your account, this update should automatically apply to your emails. Click the account link to log in to BrightGauge. We love the product, and it looks beautiful to boot; especially for those prospective clientele who pass by the BrightGauge display! Automatically, every month. Users can also display data with embeddable gauges on public sites. I'm very happy that we chose them at IT Nation a year ago! They care not just about the dashboards, but about my business. Get started with 54 pre-built ConnectWise data gauges, automatically available when you open an account with BrightGauge. Even if you can't attend the live webinar, well still email you the recording. In addition to customer reporting, Brightgauge has revolutionised our internal reporting - we are now able to track within the last few hours all opened tickets, closed tickets and revenue waiting to be billed. Seamless integrations allow us to see our business in real time, everything from help desk support to back up and disaster recovery to financials. Monitor and manage your clients networks the way you want - hands-on, automated or both. In January's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared how best-in-class MSPs identify their TCPs; which in turn, enables them to create synergy within their organization and across their teams. Tech Utilization Login in to your BrightGauge Account. We work directly out of brightgauge. We will be using reports to show tech utilization in the future. Maybe the NOC/Operations center within your organization uses ConnectWise Automate to see machine statistics. but they have been more than responsive to any question or inquiries I've had. As always, we love your feedback and your questions, so shoot our success team an email any time! Taking it a step further, Peter also provides suggested solutions for common pain points around constructing and maintainingthose standards. By watching this webinar recording, you'll understand: What technology standards are and why they're so important The impact your technology standards have on staffing costs How to implement your tech stack Ways to maintain your standards during supply chain issues * Note: If you want to learn more about Technology Stack Standardization after this webinar, check out this great article from Service Leadership! Just enter your email address and password to log in. In last month's CEO Growth & Profit webinar, Foundational Excellence: QBRs as your Scale Engine, Peter Kujawa, VP of Service Leadership and TSP Evangelist, reviewed the components of a successful quarterly business review. After a while, youll be able to look at your Snapshot gauge and identify any patterns or issues. Users can also display data with embeddable gauges on public sites. Your KPIs. We have transformed our Support Desk by adding one gauge to the Dashboard. Dashboards & KPIs by BrightGauge KPI dashboards and reporting for real-time business insights. Adding images to dashboards is a lot like adding a text gauge. BrightGauge. Now that there is a live dashboard your busy MSP team can see realtime what is happening. Their product works well and gives you usable data in a convenient way. We have used ConnectSmart, QlikView, BrightGauge, and are now moving to MS PowerBI. So we built it! The user can customize BrightGauge dashboards and sync other business tools in its BI dashboard software for ultimate visibility. An understanding of the Foundational OML Trait - Target Customer Profile (TCP) Learn why a narrowly defined target customer profile is important Best practices for selecting your TCP How to transition existing clients * Note: If you want to learn more about value creation strategy after this webinar, make sure to watch Getting to Goal: Knowing your Value Creation Strategy and Getting to Goal: Putting your Value Creation Strategy into Action We're here to help! Since then, more than 1,900 customers around the globe trust BrightGauge - a ConnectWise solution - to drive growth through real-time dashboards, automated reporting, and goal management. Business leaders sometimes feel challenged with giving their team members more ownership because projects and responsibilities naturally change as seniority does. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. They enable MSPs to deliver the highest value by becoming an active player in the IT budget planning. in just a few minutes so you can easily show your clients how youre stacking up against your SLAs. If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. BrightGauge is so impressive in how it assembles that data that any MSP using it now has a great tool in their arsenal to show clients the value of their MSP services. The ConnectWise platform makes it easier to run your business, deliver your services, and secure your clients. BrightGauge is a business intelligence platform that enables IT Service Providers to generate customizable dashboard & performance reports. In this CEO Growth & Profit webinar, Peter showcased how narrowly defined technology standards launch a domino effect of improved efficiencies. Communication with the team has been great as well. Use the image cropping tool to edit and fit your image for display. Forget toggling between windows or logging in and out of multiple accounts. Their support team is incredible. Free guides for improving business operations and more, Recordings offering best practices and how-to sessions, Evaluate your sales team to identify areas to improve, A quick survey that grades your service team. Our clients are always impressed with the reports we are able to provide and live dashboards. Use the image cropping tool to edit and fit your image for display. Especially when working in a service industry like ours, its kind of a necessity to build a history with clients and know that history in an effort to provide better service. This can come in the form of performance bonuses and raises, company outings, promotions, flexible work hours, employee stock options, etc. Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. PC Works Plus, Inc. BrightGauge has allowed us to demonstrate the value we deliver to our clients using beautiful easy to read charts and tables. Check out all of the webinar recordings in this series: CEO Growth & Profit Topic Date/Time Expert Watch Now! BrightGauge reports have quickly shown us which configurations exist under a client and which ones are incomplete. View all your business solutions and metrics at once with seamless BI dashboards for easier analyzing and reporting. BrightGauge is a data i. Go-Live Checklist Welcome to BrightGauge! In addition to discussing all of the benefits of having a well defined TCP -- decreased costs, better retention, faster sales cycles -- to name a few, you'll receive actionable advice on how you can create a target customer profile and take your business's growth to new heights. Building upon that previous webinar, this month we met up with Peter Kujawa again for Foundational Excellence: Driving Technology Standards. All rights reserved. Remotely access and support any device, anywhere, any time. They are super excited as we have never had that kind insight without manually checking. BrightGauge team is fast, informational and are great business partners! In addition to discussing all of the benefits of having a well defined TCP -- decreased costs, better retention, faster sales cycles -- to name a few, you'll receive actionable advice on how you can create a target customer profile and take your business's growth to new heights. 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