ConnectWise consulting for MSPs who want their PSA to actually work.
The most powerful tool in the MSP space. And the most commonly misconfigured.
Most MSPs are running on a setup that was thrown together years ago, patched by whoever was available, and never revisited. The result? Techs work around the system instead of through it. Billing misses line items. And leadership has no idea what's profitable.
I fix that. Whether you need a full overhaul or surgical fixes to specific areas, I configure ConnectWise the way it was meant to run, aligned to how your MSP actually operates.
Most MSPs are only using a fraction of ConnectWise's capabilities.
Is this you?
Who this is for
What I work on
Every area of ConnectWise, configured properly.
Service Boards & Ticket Lifecycle
Board structures, statuses, and transitions designed to match your actual service delivery, not ConnectWise's defaults.
Agreement Setup & Billing
Agreement types, addition billing, work roles, and invoice batching. Every billable line item captured and invoiced correctly.
Workflow Automation
Ticket routing, SLA escalation, status changes, and notifications. All automated without the accidental side effects.
Integrations
RMM, accounting, documentation, quoting, and vendor portals. ConnectWise properly connected to your entire stack.
Reporting
Custom reports and dashboards that surface real metrics: client profitability, tech utilization, SLA compliance, agreement margins.
Security Permissions
Security role audit and redesign that balances usability with data protection: least-privilege without blocking productivity.
Real results
From a recent engagement
A mid-market MSP with 50+ employees was spending 15+ hours per week on manual procurement processing.
| Metric | Before | After | Impact |
|---|---|---|---|
| Time per invoice | ~15 min | ~2 min | 87% reduction |
| Weekly procurement hours | 15+ hrs | ~2 hrs | 87% reduction |
| Duplicate invoice rate | 3-5% | <0.1% | 98% reduction |
| Audit trail coverage | Partial | 100% | Complete |
After rebuilding this MSP's ConnectWise configuration:
87%
Faster invoice processing, from ~15 min to ~2 min
87%
Reduction in weekly procurement hours (15+ to ~2)
98%
Duplicate invoice reduction, from 3-5% to <0.1%
Deliverables
What you get
Every ConnectWise engagement includes documentation, training, and support. You own the knowledge. I don't create dependency.
Documentation
Complete configuration documentation with before/after screenshots and rationale for every decision.
Training
Recorded video walkthroughs and live training sessions so your team understands the new setup.
Support Period
30-day post-engagement support window for questions, tweaks, and adjustments.
Ongoing Option
Roll into a managed retainer for ongoing optimization, configuration changes, and priority support.
Book a ConnectWise Audit
30 minutes. I'll review your setup and tell you exactly where the gaps are. No strings attached.