The Problem

Terminal B's ConnectWise System Accumulated a Decade of Inefficiencies

The Solution

Harness SPG's Expertise for Customized, Long-term ConnectWise Solutions

Terminal B faced challenges in their financial processes and sought to integrate ConnectWise Manage with QuickBooks to enhance efficiency and streamline operations. Sierra Pacific Group was brought on board to provide expertise and guide Terminal B through the integration and setup process.

Finance Module and QuickBooks Integration:

• Reviewed Terminal B's finance module and integrated QuickBooks with ConnectWise Manage
• Assessed the Chart of Accounts (COA) and suggested changes for proper mapping
• Updated categories and subcategories in setup tables
• Mapped the Chart of Accounts in Manage
• Connected third-party applications with Manage and QuickBooks Online (QBO)

Invoicing and Agreement Setup:

• Analyzed Terminal B's system to identify necessary cleanup for invoicing through Manage
• Set up billing items, including invoice templates, email templates, and billing setup tables
• Trained Terminal B's team on cleanup, agreement setup, invoicing, and updating time, product, and expense entries during billing
• Assisted with Terminal B's first billing cycle and provided Q&A support
  
  

Procurement Module Optimization:

• Reviewed Terminal B's procurement module to identify required cleanup for utilizing the module
• Set up procurement setup tables and trained Terminal B on procurement process and cleanup
• Guided Terminal B on the Sales to Service handoff, tracking POs, and managing serial numbers
• Reviewed GL Mapping and updated Cost of Goods Sold (COGS)
  

"If we don’t optimize ConnectWise internally, that’s when things build up and blow up. We end up working harder instead of smarter. Over time, SPG has helped us evolve from that significantly."

The Results

Maximizing Efficiency: SPG Streamlines Terminal B's ConnectWise Manage and Automate Systems

In Greg’s words, “Every team should have someone who knows how to work ConnectWise.” For Terminal B, SPG fills that role and delivers the impact of a full-time specialist — but in a fraction of the time and at a better cost. The strongest outcomes driven by SPG include:

• Automating monthly invoicing — Prior to SPG, Terminal B was not billing through ConnectWise. Today, what used to take three full days of manual billing and reconciliations has been automated down to two hours of work per month.
  

• Increased Accuracy — Implemented automation and improved processes, reducing the likelihood of human errors in invoicing, agreement management, and procurement, leading to more accurate financial records.
  

• Improved Cash Flow — Faster and more accurate invoicing resulted in quicker payments from clients, positively impacting the company's cash flow.

• Enhanced Financial Reporting —Proper mapping and integration of the Chart of Accounts in both ConnectWise Manage and QuickBooks lead to more accurate and reliable financial reports, aiding in better decision-making.
  
  Ultimately, since SPG optimized their finance operations across the ConnectWise Manage PSA system and QucikBooks, Terminal B has saved hours upon hours of work. Now, their team wastes fewer resources on internal system maintenance and is able to focus on what matters: delivering top-of-the-line client services.

"ConnectWise is a very, very complex piece of software. I can either have my staff working on our internal systems or focused on working on client systems. And SPG has filled in those gaps. It’s been an incredibly valuable relationship for us."