ConnectWise Consulting

ConnectWise Consulting and Implementation Services

Bering McKinley provides complete, end-to-end business support and implementation services, delivering quick and cost-effective solutions throughout every aspect of your ConnectWise Consulting Engagement.

Although ConnectWise does a solid job of implementation, some companies buying it for the first time need specific assistance. As seasoned business consultants to your industry, Bering McKinley provides a depth of conversation that goes beyond the preliminary implementation of ConnectWise “as a tool.” After a thorough analysis of your current business processes, we will map a roadmap that follows our 3-Year Maturity Model. This model is a step-by-step implementation path following the complete integration of ConnectWise over the course of 3-years. You will have the insight and roadmap to get the most out of your ConnectWise investment at a pace that matches your team and resource allocation.

ConnectWise Manage Consulting

• Fundamental ConnectWise Accounting Mastery
• ConnectWise Agreement Mastery
• ConnectWise Workflow Mastery
• ConnectWise Service Board Mastery

ConnectWise Agreement Mastery

This program begins by understanding the additions and costs of goods sold as well as automating notes to make reconciliation easier. With an eye towards daily use and an eye on reporting, we will help you best understand when to use Agreements and how to get meaningful reporting overtime. Finally, our team will work through tools that auto-populate fields like user counts, machine counts, back-up usage, etc. We want your team to feel confident in their use of Agreements and the automation that makes this tool so powerful.

ConnectWise Service Board Mastery

Learning how to quickly and efficiently set up service boards to trigger workflows and move tickets between workspaces is a feature that many companies have used to their advantage. Automating certain aspects of the service board also leads to drastically more efficient customer-facing processes and consistent issues with project management. Let us help you make your service team efficient and profitable.

ConnectWise Sell Mastery

Want to really get the most out of your ConnectWise quoting and proposal software? Then setting up properly and mastering your ConnectWise Sell module is the best way to do that. With years of ConnectWise experience combined with many more years of sales and business expertise, our  ConnectWise Sell Consultants will help you set-up the Sell module, automate reminders, establish permissions, and build rules that protect bottom-line margins.

Bering McKinley ConnectWise Application Consultants

A Bering McKinley Application Consultant is cross-trained and consistently works in both operational improvement and system implementation. The two skill sets are complimentary. Operational improvement skills allow the business to focus on the definition of the new operational workflow. With these skills, the business architect is able to participate in an impactful way across the entire project. Our Application Consultants are equipped to align the scope, project design, and identify functional requirements across the entire project to minimize gaps and focus on delivering the predicted business value. They are experts in relating the ever-difficult task of identifying, assessing, and communicating project risks and impacts throughout the MSP or IT business as a whole.

Meet the Consultant Team

The Application Consultant role crosses between that of a Project Manager and a Business Analyst. In many projects, our Application Consultants are hired as a single resource to serve both roles; however, they can serve as either independently or as a separate adviser to the business team based on the scope of the project. In whatever role they fill, the job of an Application Consultant is to always ask better questions and to provide a forward-look of the project.

Bering McKinley is an Advantage ConnectWise Partner offering implementation & business consulting services. ConnectWise and its registered trademarks ConnectWise Manage, ConnectWise Automate, ConnectWise Sell are property of ConnectWise, Inc.