For the everyday user, ConnectWise is a headache to customize
Surveillance Secure purchased ConnectWise Manage and Sell and were thrilled by the prospect of making their system delivery more efficient. Kim Hartman, President of Surveillance Secure, decided to configure the platforms himself — and quickly ran into roadblocks. After long nights and weekends of frustrated attempts, he realized they needed dedicated expert help.
He began looking for a consultant who could customize their ConnectWise processes and empower Surveillance Secure to add multiple franchises to their business while still maintaining one centralized ConnectWise platform.
SPG customizes ConnectWise to every MSP’s unique needs & goals
The Surveillance Secure team eventually discovered Sierra Pacific Group, and we quickly dove into customizing the firm’s ConnectWise solution for their unique growth needs.
For the first couple of weeks, SPG’s consultants focused on configuring the framework of their Manage and Sell environments, giving Surveillance Secure the ability to track their HQ location separately from their franchise location.
Next, Kim requested one-way access for HQ to view and access the franchisee’s data. To make this possible, the SPG team:
- Customized security settings across both ConnectWise Manage and Sell
- Kept the two locations’ data separate in order to not impact reporting
- Linked both locations’ QuickBooks to the single Mobius in Sell
From there, SPG helped Surveillance Secure solidify their internal workflows and implement efficiency measures to ensure their team was prepared for the impending rapid expansion.
“Even though ConnectWise has its constraints, SPG has always found me an effective solution to work around it. Our main consultant, Eileen, was always giving us shortcuts and tips on how to get what I needed done faster.”
After successfully onboarding their first franchisee, Kim and his team at Surveillance Secure are comforted knowing SPG has given them the tools and solutions necessary to maintain their excellent service delivery at scale.
Overall, he calls bringing in SPG a game-changer, as we’ve helped them drive metrics such as:
- 17% increase in client retention by solidifying internal workflows and making service delivery efficient
- 100% accurate reporting, leading to better decision making
- Reduced 25 hours per month of manual labor across finance tasks
“SPG was ultimately able to streamline our entire operation, freeing me up to focus on growing our business and finding more franchisees.”
Now that Surveillance Secure has their first franchise down pat, Kim and his team are ready to move forward by adding a couple more — meaning even more rapid growth and success. Throughout this expansion, he’s been grateful to have SPG providing recommendations for best practices to help them through it. Ultimately, SPG will be around for the long haul to provide a helping hand whenever and wherever it’s needed.