4/12/2010
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ConnectWise
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ConnectWiseTV: What Gets Measured, Gets Managed
Join us this Wednesday April 14th at 12 noon Eastern for an informative ConnectWise TV show with Robert Lindley, President of Innovative Systems, Inc. and 2009 Partner Summit presenter. Both of Robert's breakout sessions at the summit were maxed out and voted the session that partners most wanted to see but couldn't. Robert will review some of the materials from his breakout session and share additional metrics he has developed in the last 6 months to run his managed services practice. He will also discuss how he has implemented some of the concepts learned from keynote speaker Verne Harnish at the summit.
Are you getting all of the information you need to run your business from ConnectWise reports and dashboards? Is that information allowing you to make decisions regarding your business today that are not based upon last month's or last quarter's data? Have you set your top 5 priorities for your business this year? How will you measure your performance? How often will you review it with your staff? And do their top 5 priorities line up with yours?
In this session, Robert will review how he is using Microsoft Excel Pivot Tables, SQL Reporting Services, SharePoint, and Software F/X PowerGadgets to measure each staff member's performance and their alignment with ISI's overall business objectives. Presentation materials including a whitepaper and example pivot tables, reports, gadgets, etc. will be made available for download after the show, on our University, with the recording of the show.
If there are any questions, please don't hesitate to contact us. We will be recording this live show and posting it on the ConnectWise University soon. We are committed to helping you build your business!
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12/8/2009
-- My Time Today
SELECT ISNULL(SUM(Hours_Actual),0)
FROM v_TimeRecords
WHERE Member_ID = SUBSTRING(SYSTEM_USER,CHARINDEX('\',SYSTEM_USER)+1,LEN(SYSTEM_USER)-CHARINDEX('\',SYSTEM_USER))
AND Date_Start = DATEADD(Day, 0, DATEDIFF(Day, 0, GETDATE()))
-- My Time This Week
SELECT ISNULL(SUM(Hours_Actual),0)
FROM v_TimeRecords
WHERE Member_ID = SUBSTRING(SYSTEM_USER,CHARINDEX('\',SYSTEM_USER)+1,LEN(SYSTEM_USER)-CHARINDEX('\',SYSTEM_USER))
AND Date_Start BETWEEN DATEADD(week, DATEDIFF(week, 0, GETDATE()), 0)
AND DATEADD(week, DATEDIFF(week, 0, GETDATE()) +1, 0) -1
-- My Utilization This Week
SELECT ROUND(ISNULL(SUM(ISNULL(Hours_Actual,0) * ISNULL(Billable_Flag,0)) / SUM(Hours_Actual),0) * 100,0)
FROM v_TimeRecords
WHERE Member_ID = SUBSTRING(SYSTEM_USER,CHARINDEX('\',SYSTEM_USER)+1,LEN(SYSTEM_USER)-CHARINDEX('\',SYSTEM_USER))
AND Date_Start BETWEEN DATEADD(week, DATEDIFF(week, 0, GETDATE()), 0)
AND DATEADD(week, DATEDIFF(week, 0, GETDATE()) +1, 0) –1
-- My Utilization Last 12 Weeks
SELECT DATEPART(ww, Date_Start), ROUND(ISNULL(SUM(ISNULL(Hours_Actual,0) * ISNULL(Billable_Flag,0)) / SUM(Hours_Actual),0) * 100,0)
FROM v_TimeRecords
WHERE Member_ID = SUBSTRING(SYSTEM_USER,CHARINDEX('\',SYSTEM_USER)+1,LEN(SYSTEM_USER)-CHARINDEX('\',SYSTEM_USER))
AND Date_Start BETWEEN DATEADD(week, DATEDIFF(week, 0, GETDATE()) -12, 0)
AND DATEADD(week, DATEDIFF(week, 0, GETDATE()), 0) –1
GROUP BY DATEPART(ww, Date_Start)
I have totally dropped the ball here since ConnectWise Partner Summit. Deborah and I had no sooner landed in Little Rock from Orlando when we got a phone call from our 26 year old son’s girlfriend. He had an accident early Sunday morning 11/8 and was taken a local emergency room. He had multiple broken bones in face below is right eye, missing 2 teeth, stitches in upper lip, and both eyes are heavily brushed. He had facial reconstruction surgery last week and now has plates in his face to connect the upper jaw and cheek bones together. His jaw has been wired shut to support the right side for the next several weeks. He is doing great and should make a full recovery. Thank you Lord!
Needless to say, I have fallen behind at ISI and with promises made regarding “THE STUFF”. I hope to work on my materials over Thanksgiving holiday. Please setup an RSS feed on this blog or check back often. In the mean time here are the PDFs that I posted back in May.
ConnectWise Data Analysis Part 1
ConnectWise Data Analysis Part 2
ConnectWise Data Analysis Part 3
ConnectWise Data Analysis Part 4
Here is the PowerPoint from the session:
http://www.isi.cc/WebElements/ConnectWise%20Partner%20Summit%202009%20PowerPoint.pdf 11/18/2009
HTG5 Peer Group members are bringing it with 2 Great Webinars Today!
Register NOW!!!
Microsoft
Virtualization: Defined. Building your Virtualization Practice and Solution Offerings
Dave Sobel, Evolve Technologies
11/18 at 12:00 PM EST
https://training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx?ActivityId=510773&UserMode=0
Virtualization is becoming mainstream, and are you ready with your practice? Learn from Dave Sobel, author of “Virtualization: Defined. A Primer for the SMB Consultant”, how to build your consulting practice, get trained and offering solutions, and solutions you can start delivering right away. Learn about server consolidation assessments, Virtual Desktop Infrastructures, and how to deliver high value solutions to your customers.
ConnectWise
Top Ten Tricks in Managing a Profitable Service Team
Cohen Barnes, TBC Net, Inc.
Nick Bock, Five Nines Tech Group
11/18 at 1:00 PM EST
https://admin.na6.acrobat.com/_a874126979/serviceteambreakout/event/registration.html
Join us Wednesday November 18th at 1pm Eastern for an insightful webinar with Cohen Barnes and Nick Bock, break out session presenters from Partner Summit. Among the highest rated sessions at Partner Summit, we invited Cohen and Nick to fly down to beautiful Tampa to do a live show and record this popular session.
Cohen and Nick will speak in depth about how to manage a profitable service team. No matter how great your service offering is, if your business isn’t operated effectively and profitability, you may not survive. Get the 10 tricks that will positively affect the fluidity of your business operations and bottom line.
These 10 concepts are simple, easy to incorporate into your business structure, and will make a huge difference in your operational costs. If you have an effective plan that utilizes these ten tips, your service team will realize increased profits and provide better service to your clients.
Robert Lindley
HTG5 Facilitator
rlindley@isi.cc
501-217-8484 x101
HTG Peer Groups
Business and Personal Growth Driven by Execution
http://www.htgpeergroups.com/
Please join me in the Scribe room at 12:30 or 1:45 PM for some fun with the numbers and a better way to display and work with them from ConnectWise.
ConnectWise has over 80 reports and several management dashboards. Is this enough for you to manage your business? What key performance indicators (KPIs) are you monitoring? How often do you review the numbers? Are they trending up or down?
This session will review the primary KPIs needed to run a successful IT services business and how to get this information graphically using Microsoft Excel Pivot Tables. You can put these pivot tables to immediate use and start making your ConnectWise numbers mean something.
Attendees will gain insight on how to use this approach to evaluate trends not visible by just reviewing ConnectWise reports and/or dashboards. I will review how their firm has used Excel pivot tables linked to their ConnectWise data to analyze all aspects of their business. He will review the specific KPIs they use in their business, how these tables were created and can be modified, and provide all of the Excel spreadsheets they have developed to attendees.
“Robert’s help has given us the ability to trend the effectiveness of our technicians, marketing campaigns, and all aspects of our business beyond the basic ConnectWise reports. Thank you for your Go-Giver attitude.” Cohen Barnes, Vice President – TBC Net, Inc.
“Robert’s Excel pivot tables allowed us to go way beyond what ConnectWise reports deliver, allowing Evolve to get deep insight into our staff usage, billable time, and ticket trends quickly and graphically, enabling us to deliver more service with the same staff.” Dave Sobel, CEO – Evolve Technologies 5/11/2009
Since the ConnectWise data is stored in an SQL database there are many reporting tools that can be used to create custom reports such as Crystal, SQL Reporting Services, Excel, etc. Microsoft Excel pivot tables provide a great way to analysis ConnectWise data. We developed the following pivot tables at ISI to provide trend analysis.
5/10/2009
We use SharePoint for our document repository for two primary reasons:
1. Keep our ConnectWise database lean and mean
2. To use the search capabilities in SharePoint.
To make the document repository seamless to ConnectWise, we added an “Intranet” link.
The “Intranet” link uses the “CompanyID” field for the folder name on our ISI intranet site:
Please drop me an email or call me at 501-217-8484 x101 if you have any additional questions.
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