“Pit a great process against a bad tool, and the tool will win every time.”

The difference between being busy and productive often lies within a toolset misused. Find a solution that fits your needs. Guarantee your success by optimizing your use of your customer-facing and internal tools. Bering McKinley offers a Self-Managed (Vision) and Fully Managed (Approach) tool support option.

We know Tools

We managed 100s of tools, including popular tools like ConnectWise Stack (Automate, Manage, Sell), Gozynta Mobius, Wyse, IT Glue, PAX 8, ConnectBooster, QB/QBO, Bright Gauge, IT Boost, …and more. Let us help.

Self Managed

You know your tools and systems are stable, but you desire more personalized support. With BMK’s Vision Service, you overlay a level of expertise to all your tools that will help you realize your potential. You know what you want to do, don’t get slowed down by tool issues on your way to success. Combining tool experts from every tool set- PSA, RMM, quoting, accounting, and more. You will have a team of experts at your side.

Support Includes:

  • 8×5 Support & Unlimited “Why” & “How” Questions
  • 2x Year Quarterly Stack Review
  • Dedicated Advisor
  • Proactive Monitoring (5 Triggers)
  • ConnectWise Manage Help
  • ConnectWise Sell Help
  • ConnectWise Vendor Management

Fully Managed

Your firm is growing and what once worked isn’t any longer. With BMK’s Approach Service, you get an advanced all-encompassing solution for the more sophisticated business. You stay focused on growing and running your organization while your dedicated advisor manages the project of bringing your tools to the next level. Revamp your systems for your next growth stage to find the efficiency and profitability that awaits.

Support Includes:

All Maintenance Services + (plus)

  • Proactive Monitoring (20 Triggers)
  • Agreement Creation
  • Work Roles & Work Type Assistance
  • Invoice Templates Assistance
  • Configure Email Connectors
  • Integration of 3rd Party Tools
  • Redesign Sell WorkFlow
  • Add/Remove Users
  • Train New Users

We've got a plan for you. 

Have you heard??

BMK Vision and BMK Approach Clients are eligible to enroll in the Technology Partnership Program, with access to personalized vendor webinars, discount pricing, exclusive user group access, and a BMK/Vendor Playbook, combining BMK best practices with vendor know-how. Click to learn more about this free BMK client program.