New ConnectWise User

Body: We implemented ConnectWise at ISI on January 1 this year.  The experience has been a great one for ISI.  I have been developing our KPIs using ConnectWise and Office Accounting.  Over the next couple of weeks, I’m going to share how we use Microsoft Excel pivot tables to evaluate our data. Category: ConnectWise Published: 3/18/2009 7:47 PM

Using SharePoint for ConnectWise Document Repository

Body: 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. Category: ConnectWise Published: 5/10/2009 5:57 PM

ConnectWise Data Analysis – Using Microsoft Excel Pivot Tables

Body:     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.   ConnectWise Data Analysis Part 1 ConnectWise Data Analysis Part 2 ConnectWise Data Analysis Part 3 ConnectWise Data Analysis Part 4 Category: ConnectWise Published: 5/11/2009 5:41 PM