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Dashboard of the Month: Customer Care Dashboard

Understanding your customers' needs and being proactive in addressing them is the cornerstone of successful customer care. By staying ahead of expectations and actively engaging with your customers, ...
Understanding your customers' needs and being proactive in addressing them is the cornerstone of successful customer care. By staying ahead of expectations and actively engaging with your customers, you not only meet their immediate needs, but also position yourself as a trusted partner in their long-term success. This Customer Care Dashboard, shared by Megan Ingala, the Controller at Watchmen Security Services, is crafted to offer an insightful perspective on your customers' metrics, empowering you to take a proactive approach to delivering exceptional services. Watchmen Security Services uses the filters feature in BrightGauge to quickly filter their dashboards by client to easily see their current metrics. Filters can also be effectively employed to refine searches, allowing for the targeted exclusion of boards and ticket owners. Within the set of common key metrics, you'll find insights such as the average age of tickets, the ratio of opened to closed tickets, member efficiency, non-billable hours, weekly invoicing, and attrition. These metrics are exclusively derived from the ConnectWise PSA platform. Recreate this Dashboard in your BrightGauge account: Customer Care Dashboard (public view link) Customer Care Dashboard Buildout Key Customer Care Dashboard - view here. Want to see more of Watchmen Security Services' work? Megan has been featured in our November showcase webinar on Maximizing Business Success: Unveiling the Power of Sales and Financial Dashboards. Tune in to gain valuable insights from peers, offering advice and a glimpse into a selection of their team and individual dashboards. Thanks again, Megan, for collaborating with us and for sharing some of the ways you and your teams have been able to use BrightGauge to drive data-informed decision-making at Watchmen Security Services. Make sure to visit our library of more report and dashboard templates and please feel free to reach out to success@brightgauge.com with any questions!
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Dashboard of the Month: Client-Facing Executive Dashboard

Clear communication between an MSP and their clients is crucial not only for managing expectations but also for reinforcing the value of the services provided. This Executive Dashboard, shared by Joe Hatton, the Director of Cloud Services at Structured Communication System, is designed to provide clients with a one-stop shop for ticket and device management. It also empowers clients with the knowledge they need to pulse-check their organization's technical health at any time. Structured Communication System uses the parent-child dashboard feature in BrightGauge to quickly and consistently roll out a new client dashboard per client during the onboarding phase. While the subset of services can vary slightly, by having a few parent templates ready to use, you can begin showing the value of your services immediately to new clients. Among the shared key metrics are open and stale tickets, missing patches, supported devices, and server utilization percentages. These metrics encompass data from both ConnectWise PSA and ConnectWise RMM and are presented in a single pan of glass. Recreate this Dashboard in your BrightGauge account: Client-Facing Executive Dashboard (public view link) Client-Facing Executive Dashboard Buildout Key Client-Facing Executive Dashboard - view here. Want to see more of Structured Communication Systems' work? Joe has been featured in our October showcase webinar on Harnessing Metrics to Streamline Managed Service Operations. Tune in to hear peer advice, and to get a peek at a few of their other team and individual dashboards. Thanks again, Joe, for collaborating with us and for sharing some of the ways you and your teams have been able to use BrightGauge to drive data-informed decision-making at Structured Communication Systems. Make sure to visit our library of more report and dashboard templates and please feel free to reach out to success@brightgauge.com with any questions!

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Dashboard of the Month: Customer Analysis Dashboard

In the fast-paced world of Managed Service Providers, understanding your customers is everything. Success depends on the ability to efficiently manage client relationships, deliver exceptional services, and keep a keen eye on financials. To help MSPs tackle these challenges head-on, the Customer Analysis Dashboard can be an invaluable asset. For the October Dashboard of the Month, we have featured a Customer Analysis dashboard shared by Jeremey Martinson, an Account Manager at High Point Networks. High Point Technology is an MSP based in North Dakota offering services to all 50 states. They specialize in managing networks, data centers, phone systems, and endpoints, with a strong security focus across all things IT. In this Customer Analysis Dashboard, Jeremey uses key metrics from different areas of their PSA into a single pane of glass. This allows them to identify their VIP customers' needs quickly and efficiently to deliver an exceptional experience. Recreate this Dashboard in your BrightGauge Account: Customer Analysis Dashboard (public view link) Customer Analysis Dashboard Customer Analysis Dashboard - view here. Want to see more of High Point Network’s work? Jeremey has been featured in our September showcase webinar on Effective Dashboards for Enhancing Client Partnership and Efficiency. Make sure to check them both out for additional peer advice, team and individual dashboards, and quarterly business review examples. Thanks again, Jeremey, for collaborating with us and for sharing some of the ways you and your teams have been able to use BrightGauge to drive data-informed decision making at High Point Networks. Make sure to visit our library of more report and dashboard templates and please feel free to reach out to success@brightgauge.com with any questions!

Dashboard of the Month: RMM Onboarding Audit

The client onboarding process is a crucial opportunity to establish trust and confidence with new clients. A successful onboarding sets the foundation for a positive and long-lasting relationship. However, many MSPs face challenges due to unexpected mishaps and miscommunications during this pivotal moment. To excel in your business, it is essential to implement a system that anticipates and prevents major pitfalls. One of the most effective strategies for MSPs is to meticulously review, verify, and audit their work. Introducing the RMM Onboarding Audit Dashboard, our featured Dashboard of the month. This dashboard, developed in partnership with a ConnectWise RMM subject matter expert and partner success manager, focuses solely on RMM data. It serves as a valuable tool for onboarding engineers and Team Leads, supporting them throughout the onboarding phase. The purpose of this dashboard is to proactively assess the work, allowing your team to validate their progress even before the onboarding process is complete. Check out the RMM Onboarding Audit Dashboard - view here. Recreate this dashboard in your BrightGauge Account: RMM Onboarding Audit Dashboard RMM Onboarding Audit Buildout Key By utilizing the dashboard, you can effectively pinpoint areas of concern that may have been overlooked, such as subpar server performance, missing backups, or desktops and servers without critical patches or antivirus installations. These valuable insights enable you to take proactive measures and promptly address any issues, whether by involving your team or notifying customers to take necessary actions. This proactive approach guarantees a smoother onboarding experience and facilitates the timely resolution of potential problems or gaps. It ensures that all requirements are met before the site is officially deployed, minimizing disruptions and maximizing the success of the onboarding process. Looking for an audit report example that uses PSA data as well? Check out this Onboarding Audit Report, shared by long-time BrightGauge Anne Schoolcraft, a professional EOS Implementer and the President of A Couple of Gurus. Make sure to also visit our library of more report and dashboard templates, and please feel free to reach out to success@brightgauge.com with any questions!

Dashboard of the Month: Internal Client Dashboard

As an MSP, tracking the right KPIs is essential to understanding how well your business is performing. By regularly reporting on their service delivery processes, TSPs can identify areas of strength and improvement. BrightGauge dashboards with functional filters assist in tracking service desk ticket volume, response times, SLA compliance, employee productivity, and utilization. By sharing this information with your clients, you can build trust and transparency and demonstrate the value of your services. For this month's blog edition, we are featuring an Internal Client Dashboard inspired by May's user showcase webinar Functional Dashboard Filters for Analyzing Team Performance with Evan Dumouchel, the VP of Operations at Interlaced. The metrics shared are used at Interlaced to help teams effectively communicate results to clients. Interlaced is a technology services provider that empowers small and medium-sized businesses across the country to work in harmony with technology, enabling them to achieve their missions. They offer a range of services, including Onboarding and offboarding, End User Support and Mobile Device Management. Interlaced helps businesses achieve their technology goals and drive growth through technology. This internally-used client dashboard provides a comprehensive overview of clients' current health and performance. Interlaced uses it to monitor and manage metrics frequently asked for by clients. They have also created functional filters that allow them to search for specific clients or various date ranges in one click. This enables them to find crucial data quickly and accurately. Check out the Internal Client Dashboard - view here. Recreate this dashboard in your BrightGauge Account: Internal Client Dashboard Internal Client Dashboard Buildout Key Thanks again to Evan for collaborating with us and for sharing the unique ways you leverage dashboard filters for analyzing team performance and client metrics! Make sure to visit our library of more report and dashboard templates, and please feel free to reach out to success@brightgauge.com with any questions!

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CEO Growth & Profit: Pricing and Packaging

Similar to any other Solution Provider business model, how MSPs calculate and present their prices indicate how well they understand both their profit model and their ability to convey value in the selling process. Higher operational maturity MSPs realize that their services merit the customer buying only the fullest package. They also have a better understanding of their true costs, which results in a considerably higher fee than the same services offered by the lower operational maturity MSPs. While it may seem easier to out-price your peers, because of the service quality and better ability to convey value, the more expensive MSPs actually close significantly more agreements though still selling to the same customer profile. In last month's CEO Growth & Profit webinar, Foundational Excellence: Pricing and Packaging Like the Top Performers, Rob Bufano, the Service Leadership Solutions Director, reviewed Managed Services pricing methodologies. He shared how the top quartile of MSPs are creating very detailed, granular pricing models behind the scenes, while simultaneously presenting their prices in easy-to-read simple formats for their clients. By watching this webinar recording, you'll understand: The basics on the OML trait: Pricing and Packaging The different Managed Services Pricing models What value-based pricing is Cost structures you should be evaluating and how often How your pricing, packaging, and discounting effect your margins * Note: If you are hungry for more knowledge after this webinar series, we recommend checking out SLIQ, a Service Leadership Operational Maturity improvement product. In tandem, consider joining an Evolve peer group to take your business to the next level. Lastly, while not discussed at length in this webinar, you may also want to read How to Successfully Raise Prices and watch the Path to Success webinars on the ConnectWise University as your next steps. We're here to help! Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Reserve your place now! NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. If you didn't have a chance to tune in to the CEO Growth & Profit series live, the Partner Success team combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. The series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. Taking it a step further, we also packed each webinar with practical guidance on how to improve sub-optimal business practices by adopting the proven methods of best-in-class. Check out all of the webinar recordings in this series: CEO Growth & Profit Topic Expert Watch Now! Making Service Profitability Decisions the Way the Top Performers Do Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To watch previous webinar recordings, use the links above or visit our webinars page. Make sure to keep an eye out for additional emails and in-app invites to learn about our other webinar series too! As always, we love your feedback and your questions, so shoot our success team an email any time!

CEO Growth & Profit: QBRs as your Scale Engine

A quarterly business review (QBR) is a recurring meeting between a company and its clients where they discuss service delivery, satisfaction, and future expectations. For MSPs, quarterly business reviews provide a opportunity to truly become their clients' strategic technology advisors. They enable MSPs to deliver the highest value by becoming an active player in the IT budget planning. When these quarterly meetings are done right, they'll also enhance your relationship with the right people within your clients' organizations, naturally improving retention. That's why top performing MSPs have mastered the art of conducting value-driven QBRs. In last month's CEO Growth & Profit webinar, Foundational Excellence: QBRs as your Scale Engine, Peter Kujawa, VP of Service Leadership and TSP Evangelist, reviewed the components of a successful quarterly business review. Peter also reviewed how to effectively plan and pay for QBRs in a way that will simultaneously strengthen your relationships and improve profitability. By tuning in, you'll receive pointed advise on how to make a QBR productive and profitable, and how to squash any objections to conducting QBRs from your internal teams. By watching this webinar recording, you'll understand: The basics on OML trait: Quarterly Business Reviews Why effective QBRs are so important vCIO responsibilities and staffing levels What best-in-class include in their QBRs The components to a successful Quarterly Business Review * Note: If you have access to the ConnectWise University, check out the QBR Partner Kit. (If you are not already logged into the University, you will need to click the link twice.) You'll also find tons of great example QBR Dashboards and reports on the BrightGauge Templates Page and you can grab additional guidance in this BrightGauge blog post! We're here to help! Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Reserve your place now! NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. If you didn't have a chance to tune in to the CEO Growth & Profit series live, the Partner Success team combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. The series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. Taking it a step further, we also packed each webinar with practical guidance on how to improve sub-optimal business practices by adopting the proven methods of best-in-class. Check out all of the webinar recordings in this series: CEO Growth & Profit Topic Date/Time Expert Watch Now! Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To watch previous webinar recordings, use the links above or visit our webinars page. Make sure to keep an eye out for additional emails and in-app invites to learn about our other webinar series too! As always, we love your feedback and your questions, so shoot our success team an email any time!

CEO Growth & Profit: Driving Technology Standards

First comes the target customer profile, then comes driving technology standards. In last month's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared why and how to define your target customer profile (TCP). With a well-defined TCP, you will be better positioned to develop, adopt, and enforce technology standards with your clients. Building upon that previous webinar, this month we met up with Peter Kujawa again for Foundational Excellence: Driving Technology Standards. In this CEO Growth & Profit webinar, Peter showcased how narrowly defined technology standards launch a domino effect of improved efficiencies. However, in order to leverage your tech tack to reduce complexity and improve profitability, you'll need a plan of action! Peter provides tips from the best-in-class on how to employ and update your technology standards. Taking it a step further, Peter also provides suggested solutions for common pain points around constructing and maintaining those standards. By watching this webinar recording, you'll understand: What technology standards are and why they're so important The impact your technology standards have on staffing costs How to implement your tech stack Ways to maintain your standards during supply chain issues * Note: If you want to learn more about Technology Stack Standardization after this webinar, check out this great article from Service Leadership! We're here to help! Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Reserve your place now! NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. Taking it a step further, this series also provide practical guidance on improving sub-optimal business practices by adopting the proven methods of best-in-class. Check out all of the webinars in this series: CEO Growth & Profit Topic Date/Time Expert Register/Watch Now! Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. We highly suggest you RSVP to each webinar now! Even if you can't attend the live webinar, we’ll still email you the recording. As always, we love your feedback and your questions, so shoot our success team an email any time!

CEO Growth & Profit: Choosing your Target Customer Profile

Have you ever heard the idiom "you cannot be all thing to all people?" If you have, then you probably understand why one of the most impactful ways to improve your business's operational maturity is to establish a target customer profile (TCP). Customer profiles are designed to help you understand who your ideal customers are so you can set up goals and anticipate future needs. In January's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared how best-in-class MSPs identify their TCPs; which in turn, enables them to create synergy within their organization and across their teams. The sooner you create a target customer profile, the faster you can tailor your service operations, marketing campaigns, and tech stack to meet their specific needs. After reviewing the why, Peter jumps into the how. In addition to discussing all of the benefits of having a well defined TCP -- decreased costs, better retention, faster sales cycles -- to name a few, you'll receive actionable advice on how you can create a target customer profile and take your business's growth to new heights. Peter also shares how to approach changing your target customer profile, and he provides tips on managing relationships with current clients who may no longer fit in your TCP. By watching this webinar recording, you'll gain: A recap of the Foundational OML Trait - Value Creation Strategy. An understanding of the Foundational OML Trait - Target Customer Profile (TCP) Learn why a narrowly defined target customer profile is important Best practices for selecting your TCP How to transition existing clients * Note: If you want to learn more about value creation strategy after this webinar, make sure to watch Getting to Goal: Knowing your Value Creation Strategy and Getting to Goal: Putting your Value Creation Strategy into Action We're here to help! Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Reserve your place now! NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. Taking it a step further, this series also provide practical guidance on improving sub-optimal business practices by adopting the proven methods of best-in-class. Check out all of the webinars in this series: CEO Growth & Profit Topic Date/Time Expert Register/Watch Now! Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. We highly suggest you RSVP to each webinar now! Even if you can't attend the live webinar, we’ll still email you the recording. As always, we love your feedback and your questions, so shoot our success team an email any time!

Dashboard of the Month: CIO Operations

Chief Information Officers (CIOs) and Virtual Chief Information Officers (vCIOs) are responsible for establishing and maintaining the vision, strategy, and programs needed to ensure that a company's assets and IT systems are adequately supported and protected. For MSPs, CIOs are their client's strategic technology advisors. They work directly with clients to help them budget for and manage their technology investments. With such a central role, the data needed to help guide clients properly will come from several areas within your PSA, such as sales opportunities, daily activities and tasks, the tickets you create for your team, and the tickets your clients create for you. With so much data scattered about, keeping organized and efficient can become a daunting task! For the January Dashboard of the Month, we have featured a CIO Operations dashboard shared by Joe Somerville, the Chief Technology Officer at Network People. Network People is an MSP based in Clearwater, FL offering IT and Cyber Security services. With BrightGauge, they have used data to foster an open door communication style, creating a high-level of trust with their clients. As illustrated by their 5-star rating on google, they have been able to continuously provide top-notch service by powering their teams with data! In the CIO Operations dashboard, Joe pulls the most-needed data from all of the different areas of their PSA into a single pane of glass. This has allowed their CIO department to quickly manage their daily operation and seamlessly make data-informed decisions. This dashboard is also used for goal-setting and historical tracking of client-facing meetings to help them gauge the efficiency of their CIO/vCIO teams. Check out the CIO Operations Dashboard - view here. Recreate this dashboard in your BrightGauge Account: CIO Operations Dashboard (public view link) CIO Operations Dashboard Buildout Key Want to see more of Network People's work? Joe has been featured in two BrightGauge user showcase webinars on Making Data-Driven Decisions and The Power of Dashboards in Managing Client Relationships & Team Performance. Make sure to check them both out for additional peer advice, team and individual dashboards, and quarterly business review examples. Thanks again, Joe, for collaborating with us and for sharing some of the ways you and your teams have been able to use BrightGauge to drive data-informed decision making at Network People. Make sure to visit our library of more report and dashboard templates and please feel free to reach out to success@brightgauge.com with any questions!

CEO Growth & Profit: Putting your Value Creation Strategy into Action

If there is a foundational operational maturity trait that tops the rest, value creation strategy would be it! The vision of the shareholders for creating value in return for their investment of time and resources governs everything else about how a business is constructed and operated. While there is no best practice as to which value creation strategy an owner or shareholder should pick, there are some proven paths they can take when it comes to putting their plan into action. In last month's webinar, we learned that a Value Creation Strategy is an owner's plan for how they will get from their current business valuation to their business valuation target so they can exit their company having met their personal wealth goals. This month, in Getting to Goal: Putting your Value Creation Strategy into Action, Brad Schow, the VP of Business Transformation Evangelist Growth with ConnectWise builds upon that by discussing best practices for operationalizing your growth plan. What you'll learn by watching this webinar: How to break down your Value Creation Strategy into chunks How to understand the levers you can control How to create a one-year growth plan that you can operationalize How to use the Rule of 78 in budgeting/forecasting How to take your Sales plan and use it as a leading indicator for service workload and hiring plans We're here to help! If you aren't sure where to start with creating your own value creation strategy, our partner success team can help! Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Reserve your place now! NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help. If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. Taking it a step further, this series also provide practical guidance on improving sub-optimal business practices by adopting the proven methods of best-in-class. Check out all of the webinars in this series: CEO Growth & Profit Topic Date/Time Expert Register/Watch Now! Making Service Profitability Decisions the Way the Top Performers Do August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates. We highly suggest you RSVP to each webinar now! Even if you can't attend the live webinar, we’ll still email you the recording. As always, we love your feedback and your questions, so shoot our success team an email any time!

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