I Want More Than ConnectWise Reports And Dashboards

Nov. 6 – 12:30, 1:45pm
Scribe Room

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. Robert Lindley 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

Robert Lindley
President, Innovative Systems

Robert is the president of Innovative Systems, Inc., a consulting firm he founded in 1994 in Little Rock, Arkansas. He has been in the computer industry since 1978 and started ISI as a one-man operation which he has grown to a staff of 9. He is the facilitator for HTG Peer Group 5 (www.htgpeergroups.com), represents the Microsoft South Central area on the SBSC Advisory Board, is the past President of the IAMCP Arkansas chapter (www.iamcp.org), and serves on several IT advisory boards for local colleges. Robert has changed his life focus from getting to giving. Putting others’ interests first and continually adding value to their lives ultimately leads to unexpected returns. Robert will be sharing how their firm uses Microsoft Excel Pivot Tables to analyze their ConnectWise data. He also maintains a blog at www.isi.cc/rlindley where he routinely posts information on how their firm uses ConnectWise.

ISI is an award winning Microsoft GOLD Certified Partner and Small Business Specialist with competencies in advanced network infrastructure, network infrastructure, information worker, mobility, security, and unified communications. ISI provides computer network and consulting services to small and medium sized businesses in central Arkansas. At ISI: “We focus on your technology, so you can focus on your business.”

Website: http://www.isi.cc
Blog: http://www.isi.cc/rlindley/default.aspx