Monitoring And Managing Your Financial Performance With ConnectWise Financial Benchmark

Nov. 6 – 3:00
Sapphire Room

You monitor and manage your customers’ networks, making sure their critical operations stay within acceptable thresholds and taking preventive, proactive or reactive steps if they “go yellow” or “go red”. In this valuable session, Brian O’Connell of Service Leadership will show you how to do the same for your own financipal performance, month in and month out. By using the ConnectWise Financial Benchmark and dashboard, you’ll be able to monitor your critical financial metrics and compare them to – not just other Solution Providers in general – but those of your specific business model! After all, you adjust alert thresholds based on the client’s specific configuration, so financial monitoring is only applicable if it is compared to others of your “configuration”, that is, your specific business model. In addition, Brian will talk about the Normalized Solution Provider Chart of Accounts©, an invaluable tool with exclusive in-depth instructions for ConnectWise partners. By attending this session, you’ll come away with the ability to monitor, manage and take action on your financial results by continually comparing your results to the top performing Solution Providers with your predominant business model, and drive up your cash flow and stock value today!

Brian O’Connell
Service Leadership, Inc.

Service Leadership is an industry leading consulting firm focused on Total Profit Solutions for IT companies. They have practice areas in M&A, Strategy Development, Peer Groups, and Industry Benchmarking, with a particular focus on the Managed Services space.

Brian O’Connell is a seasoned technology industry veteran with broad experience in building, running, acquiring and integrating IT solutions companies. Brian has held senior executive positions in both sales and operations with companies including Getronics, All Bases Covered, Knowledge Universe and CompuCom. Brian earned his MBA from IMD in Switzerland and graduated Summa Cum Laude from the University of Massachusetts.

Website: www.service-leadership.com