--- title: Inside the Vision App | Bering McKinley description: "See inside the Vision app: your MSP's plan, the 19 Bering McKinley Financial Metrics, BMK's standards, and staff training, shown on a demo company." --- [Skip to content](https://beringmckinley.com/vision-app#main-content) [![Bering McKinley Logo](https://beringmckinley.com/hs-fs/hubfs/BMK%20(just%20text)%20logo.png?width=2000&height=369&name=BMK%20(just%20text)%20logo.png "Bering McKinley Logo")](https://beringmckinley.com?hsLang=en) - [What We Do](https://beringmckinley.com/vision) - [BMK Vision](https://beringmckinley.com/vision) - [Inside the Vision App](https://beringmckinley.com/vision-app) - [About](https://beringmckinley.com/about) - [Team](https://beringmckinley.com/team) - [Consult with BMK](https://beringmckinley.com/consult-with-bmk) - [Blog](https://beringmckinley.com/blog) - [Podcast](https://beringmckinley.com/bmkvisionpodcast) - [The Vision Brief](https://beringmckinley.com/the-vision-brief) - [Contact](https://beringmckinley.com/contact) - [Text us](SMS:212.300.3016) - [Vision | Log in](https://app.bmkvision.com) Search - There are no suggestions because the search field is empty. BMK Vision # Inside the Vision App Vision from Bering McKinley (BMK) is a plan, a consultant, and a platform. This is the platform: your plan, your numbers, BMK's standards, and your team's training, in one place your leadership team uses every month. Every screen below is the Vision app itself, filled with a demo company's data. Names and figures are illustrative. [BOA](https://beringmckinley.com/vision-app#boa)[GOALS](https://beringmckinley.com/vision-app#goals)[FINANCIALS](https://beringmckinley.com/vision-app#financials)[MEETINGS](https://beringmckinley.com/vision-app#meetings)[ACTION ITEMS](https://beringmckinley.com/vision-app#action-items)[HANDBOOK](https://beringmckinley.com/vision-app#handbook)[JETSON AI](https://beringmckinley.com/vision-app#jetson-ai)[BQR](https://beringmckinley.com/vision-app#bqr)[DASHBOARD](https://beringmckinley.com/vision-app#dashboard) ##### BOA ## START WITH WHAT MATTERS TO YOUR BUSINESS Every Vision engagement starts with the Business Objectives Assessment. You write down why the company exists, rank each part of the business, name the issue you most want resolved in each, and name the person who owns it. You also record your team, with Attitude, Skills, and Knowledge ratings for each person, and the tools you run. That is the context your consultant and Jetson AI work from. [![The Why tab of the Business Objectives Assessment: the company purpose and an objective for each part of the business](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-boa-why.webp?width=2400&height=1134&name=vision-app-boa-why.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-boa-why.webp?hsLang=en) The Why: the company's purpose and one objective for each part of the business, each with an importance rating and an owner. [![The Stack tab of the Business Objectives Assessment, listing the company's tools](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-boa-stack.webp?width=2400&height=945&name=vision-app-boa-stack.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-boa-stack.webp?hsLang=en) The Stack: the tools the company runs and the hardware and software it supports. ##### GOALS ## ONE PLAN FROM COMPANY GOAL TO ACTION ITEM Goals holds the plan in five levels: company goal, milestone, initiative, goal, and action item. Where you add an item sets its type. Every item has an owner, a team, a due date, and a status. Estimated hours and progress roll up the tree, and a parent marks itself complete when everything under it is done. [![The goal tree for a company goal, broken into milestones, initiatives, goals, and action items](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-goals.webp?width=2400&height=983&name=vision-app-goals.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-goals.webp?hsLang=en) The goal tree under TechVantage's company goal, with owners, teams, rolled-up hours, due dates, and progress. ##### FINANCIALS ## YOUR MONTH, SCORED AGAINST YOUR GOALS Vision lays out your numbers as the 19 Bering McKinley Financial Metrics, including agreement gross profit, effective hourly rate, and service salaries to service revenue ratio (SSSR). Vision scores every number against your goal each month: Good, Progressing, or Needs Attention. Your consultant reviews the scores with you and adjusts any that need context. Open any metric to see BMK's target next to your own goal, or click its name to read the standard behind it. Your numbers come in through an always-on QuickBooks connection, with a quick review of each month's import. Not on QuickBooks? Import a P&L export from any accounting package. Either way, AI maps each account to a Vision field, remembers your mappings, and flags anything new for you to check. [![The Financials scorecard with all 19 metrics scored by month](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-financials.webp?width=2400&height=1134&name=vision-app-financials.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-financials.webp?hsLang=en) The Financials scorecard: all 19 metrics, month by month, each scored against the company's own goal. [![The financial import review screen, with every P&L account mapped to a Vision field](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-importer.webp?width=2400&height=1323&name=vision-app-importer.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-importer.webp?hsLang=en) Reviewing October's import: all 40 accounts mapped to a Vision field and approved, using the account mappings Vision saved from earlier imports. [BOOK A WALK-THROUGH](https://meetings.hubspot.com/joshpeterson/vision-walk-through) ##### MEETINGS ## FROM THE CONVERSATION TO DECISIONS AND OWNERS Every meeting in Vision holds its notes, its decisions, and its action items, each action item with an owner, a due date, and estimated hours. Upload or paste a Teams or Zoom transcript and Vision drafts all three, tying each item to the part of the conversation it came from. Speaker names let it suggest owners. You keep or drop each item before you publish it to the meeting. [![A published meeting in Vision with notes and decisions drafted from the transcript](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-meeting-notes.webp?width=2400&height=1638&name=vision-app-meeting-notes.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-meeting-notes.webp?hsLang=en) TechVantage's October Monthly Business Review: the notes and decisions Vision drafted from the transcript. [![The action items from a meeting, each with an owner, due date, and estimated hours](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-meeting-actions.webp?width=2400&height=1011&name=vision-app-meeting-actions.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-meeting-actions.webp?hsLang=en) The meeting's action items, each with an owner, a due date, and estimated hours. ##### ACTION ITEMS ## EVERYTHING YOU NEED TO WORK ON, IN ONE LIST Action Items pulls every follow-up from your goals and your meetings into one place, with owner, status, due date, and estimated hours. Each person sees their own work, and a client admin sees the whole team's. [![The Action Items page with goal action items and meeting action items](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-action-items.webp?width=2400&height=1751&name=vision-app-action-items.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-action-items.webp?hsLang=en) Goal action items and meeting action items on one page, filtered by owner and status. ##### HANDBOOK ## THE STANDARD BEHIND EVERY NUMBER The Handbook holds BMK's standards, organized by domain and subdomain across Financial Metrics, Service, Sales, Finance, Ownership, and Technology. The library keeps growing. Each standard explains what it measures and how it is calculated, with a short course for your team and a policy template your admin turns into your own policy. File your company's documents under the standard they support, and ask a question right on the standard. Vision tracks course and policy progress across the company. [![The BMK standard for Effective Hourly Rate, with its definition, calculation, and course](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-handbook-standard.webp?width=2400&height=983&name=vision-app-handbook-standard.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-handbook-standard.webp?hsLang=en) BMK 40.06.01, Effective Hourly Rate: what it measures, how it is calculated, and the course for the team. [![The policy, documents, and questions and answers sections of a standard](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-handbook-docs.webp?width=2400&height=1369&name=vision-app-handbook-docs.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-handbook-docs.webp?hsLang=en) On the same standard: the company's policy, its own documents, and Questions and Answers. ##### JETSON AI ## ASK YOUR NUMBERS A QUESTION Jetson AI is Vision's assistant. It reads your live goals and financials and answers from BMK's standards and knowledge base, so "how are we doing?" gets an answer about your company, not a general one. [![Jetson AI answering a question about the company's receivables](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-jetson.webp?width=2400&height=1354&name=vision-app-jetson.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-jetson.webp?hsLang=en) Jetson answering a question about TechVantage's receivables, with the BMK standards it drew on. ##### BQR ## A QUARTERLY REVIEW FROM YOUR CONSULTANT Every quarter your consultant delivers a BMK Quarterly Review built from your Vision data. It covers Financial Discipline, Strategic Execution, Leadership Alignment, and Standards Adoption, and gives you a Vision Maturity Score across the four. Each review names what is working, what is at risk, and the top priorities for next quarter, with owners and dates. Every report stays in Vision by year and quarter, so you can open any of them again. [![The Vision Maturity Score page of a quarterly review: an overall score, the change from last quarter, and scores for the four areas](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-bqr-score.webp?width=1824&height=1024&name=vision-app-bqr-score.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-bqr-score.webp?hsLang=en) The Vision Maturity Score page from TechVantage's Q2 review: the overall score, the change from Q1, and the four areas behind it. [![The executive summary page of a quarterly review](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-bqr-summary.webp?width=1824&height=1024&name=vision-app-bqr-summary.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-bqr-summary.webp?hsLang=en) The executive summary: the consultant's read on the quarter in one line, backed by the numbers. [![The BQR list in Vision, with each quarter's report](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-bqr.webp?width=2400&height=479&name=vision-app-bqr.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-bqr.webp?hsLang=en) Every quarter's review stays in Vision, ready to open again. ##### DASHBOARD ## EVERYTHING IN ONE VIEW The Dashboard is where it all comes together: gauges for training, policies, goals, and financial health, your team's activity, the last three months of metrics against goal, and the courses in progress. [![The Vision Dashboard with the Client Overview gauges](https://beringmckinley.com/hs-fs/hubfs/Images/Vision%20app/vision-app-dashboard.webp?width=2400&height=587&name=vision-app-dashboard.webp)](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-dashboard.webp?hsLang=en) The Dashboard's Client Overview gauges for TechVantage. ×![](https://beringmckinley.com/hubfs/Images/Vision%20app/vision-app-financials.webp) ##### READY TO TALK? ## SEE IT WITH YOUR OWN NUMBERS Pick a time with Josh Peterson for a walk-through of Vision, or send a note from the [contact page](https://beringmckinley.com/contact?hsLang=en). [BOOK A WALK-THROUGH](https://meetings.hubspot.com/joshpeterson/vision-walk-through) [See packages and prices](https://beringmckinley.com/vision?hsLang=en) [![Bering McKinley Logo](https://beringmckinley.com/hs-fs/hubfs/BMK%20(just%20text)%20logo.png?width=2000&height=369&name=BMK%20(just%20text)%20logo.png "Bering McKinley Logo")](https://beringmckinley.com?hsLang=en) [What we do](https://beringmckinley.com/vision?hsLang=en) [Inside the Vision App](https://beringmckinley.com/vision-app) [About](https://beringmckinley.com/about?hsLang=en) [Blog](https://beringmckinley.com/blog?hsLang=en) [Podcast](https://beringmckinley.com/bmkvisionpodcast?hsLang=en) [The Vision Brief](https://beringmckinley.com/the-vision-brief?hsLang=en) [Contact](https://beringmckinley.com/contact?hsLang=en) [Careers](https://beringmckinley.com/careers?hsLang=en) #### Bering McKinley 650 Warrenville Road Suite 100 #1007 Lisle, IL 60532 Phone: 212.300.3016 [Text us: 212.300.3016](SMS:212.300.3016) Email: [info@beringmckinley.com](mailto:info@beringmckinley.com) [Book a walk-through](https://meetings.hubspot.com/joshpeterson/vision-walk-through) [Policies, Terms and Conditions](https://beringmckinley.com/policy?hsLang=en) ##### Follow Us [Follow us on Facebook](https://www.facebook.com/BeringMckinley) [Follow us on Instagram](https://www.instagram.com/beringmckinley/?hl=en) [Follow us on LinkedIn](https://www.linkedin.com/company/bering-mckinley) [Follow us on X](https://twitter.com/beringmckinley) © 2026 All rights reserved. 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