Did you catch our recent webinar with Ian Richardson of Doberman Technologies where he discusses how he uses BrightGauge to set his MSP up for success? During the chat, Ian shared that one of his ...
Did you catch our recent webinar with Ian Richardson of Doberman Technologies where he discusses how he uses BrightGauge to set his MSP up for success? During the chat, Ian shared that one of his go-to dashboards is one that tracks his team’s capacity for new projects. The dashboard shows the capacity each tech has in his or her schedule to take on projects, based on hours that have been scheduled for the current month and the next 3 months. Each tech has a predetermined max capacity, which is based on work roles. View this dashboard here. This critical dashboard is used for expectation management, both internally and with clients. It helps the Doberman Technologies teams make informed decisions about when projects can realistically be delivered and it helps them decide which projects to take on and when. Scheduling projects around known capacities also ensures that each team member has enough time for unexpected crisis items and for more long-term projects. For Doberman Technologies, this has been a really efficient way to grow their business and keep workload at a manageable pace and it's applicable to all teams across the board. Many of you showed interest in replicating this dashboard for yourselves, and we’re happy to share it with you now: Link to Team Capacity Dashboard Link to Dashboard Recreation Key Please feel free to reach out to firstname.lastname@example.org with any questions you have!
Within your organization, are there multiple departments, each housing multiple teams? How are you organizing your BrightGauge dashboards, reports, and gauges so that team members can easily find their respective data? Even with smaller organizations, implementing a proper naming convention to be used throughout BrightGauge can lead to quicker access and easier navigation of your data (think cluttered vs. uncluttered workspaces). In this edition of our user showcase webinars, Daniel Pop, Application Support Manager at Milner, Inc., shares his approach to a cohesive naming system within BrightGauge and talks about how staying organized feeds into managing teams, providing feedback, and monitoring who is under- or over-achieving. This clever, yet simple way to organize data has proven effective for Daniel and teams and has allowed them to seamlessly use every aspect of BrightGauge in their day-to-day. Click below to watch the webinar and if you've got questions, please don't hesitate to contact us!
Undoubtedly, one of the most important areas of business any owner or manager wants to keep an eye on is financial performance. Simply put, you need to know the status of your cash flow, revenue, expenses, and more at any given moment. Any executive or leadership team will look to view and analyze these kinds of metrics on a regular basis, to drive business decisions and forecast performance. So, when building a financial overview or leadership KPI dashboard, what are the key metrics you are choosing to display? There are some key performance indicators that will resonate across the board, but others may be specific to your organization. To help shed some light, and maybe some inspiration, we spoke to BrightGauge customer Dan Lattuada of Pinnacle Technology Partners to learn what their Leadership KPI Dashboard looks like. The following is a recreation of the dashboard they use: View this dashboard here. For Dan and PTP, it's important to see how the company is doing financially on a trailing 12-month basis to ensure that they are heading in the desired direction. To accomplish this, their BrightGauge dashboard is designed to look at specific areas of their business, such as sales, product, and managed services. For example, when it comes to sales, they want to make sure their commissions are in line with company performance. The most critical metric on their dashboard is their recurring revenue, which is the bread and butter of the PTP business. "We look at recurring revenue as our main KPI because, in any given month, we want to see that trending upwards," says Dan. "We're in the habit of optimizing the services our clients are consuming, but we want to make sure we are doing it in a way that makes sense for our overall business." Within BrightGauge, Dan builds his gauges with multiple layers to return that recurring information. He cautions that in order to do that, you need to organize yourself within Quickbooks (or other financial tool) first. When possible, gauges have thresholds set to them, which Dan sets based on a combination of where they think their business should be and past performance. So just how often is Dan using this leadership dashboard? Along with his accounting manager, he's looking at it on a daily basis. Given that this dashboard is meant to inform upper management on company performance, they share their metrics with the leadership team on a quarterly cadence. Interested in setting up a Leadership KPI dashboard like this for your business? Check out our Dashboard Key to recreate it yourself or feel free to reach out to email@example.com and we’ll be happy to help. Thank you to Dan and PTP for sharing your insights! Link to Public Dashboard Link to Dashboard Recreation Key
There’s nothing more important than customer satisfaction in the business of managed services, and the keys to that satisfaction are transparency and great communication. For this reason, Quarterly Business Reviews are one of the best tools you can use when it comes to keeping your clients updated on all the work that you’re taking care of for them. You may know them as Technical Business Reviews, Semi-Annual Business Reviews, or any one of a dozen different names. No matter what you decide to call them, they serve as an excellent opportunity to touch base with clients, highlight the value of the services you provide, and create a strategic agenda moving forward. In our managed services business, Compuquip, we learned a lot about perfecting these reviews and they served as a cornerstone in our efforts to keep clients happy and informed. Let’s take a deep-dive into what a QBR meeting should look like, and how to leverage these meetings for closer, more fruitful partnerships! Timing for a Quarterly Business Review The timing of a QBR is incredibly important, because you have to make sure that the meeting is convenient for all stakeholders. You also want to do your best to choose a time when everyone is going to be alert and in a good mood. Not easy, right?! That’s why we always suggest to avoid the late lunch or a meeting near the end of the day. To be more specific, we found that setting up our QBRs as a breakfast meeting gave us the best results. Why is that? Well, to start, it’s at the beginning of the day. People are more likely to be in good moods, alert, and ready to take part in strategic discussions. Another reason to push for the breakfast meeting is that it’s likely the best time to ensure all stakeholders can attend. Meetings are rarely scheduled first thing in the morning, so choosing an early time can help you to stand out from the crowd, and also provides a higher chance that all stakeholders will be available. Not to mention that people are in a hurry in the morning and don’t always have time for breakfast if they’re dropping kids off or fighting rush hour traffic. Knowing that you’ll have breakfast for them means one less thing they have to worry about as they start their day. Pro tip: Don’t think you have to assemble an entire spread of breakfast choices! Trust us... after years of successful QBRs, the secret is bagels and coffee. Easy for you to transport, practically everyone loves them, and the price is great too! If quarterly business reviews are too frequent, it’s okay to meet less often. You know your clients best, and it is important that you’re able to provide them with a valuable interaction, which isn’t always possible if you’re meeting too often. We do recommend that you try to meet a minimum of three times per year, because that keeps you top-of-mind and continues to build a stronger partnership. Who Should Participate in QBRs? Knowing that the first step to QBR success lies in picking a time that will yield the highest attendance, it’s also just as important to make sure the right people are present in the actual meeting. This helps to ensure that the QBR is given the proper gravity. Let’s take a closer look at who those stakeholders are that we mentioned earlier: Your Technical Account Manager: You want to bring the person who manages this particular account on a day-to-day basis because they know the ins and outs of the client’s business. This is the person who puts together the report, sets the agenda, and generally leads the actual meeting. Your Point of Contact: The person that your team interfaces with should be there because they have an understanding of your daily operations and is likely someone that you already have a rapport with. Depending on the size and structure of your client, this may be someone such as an Office Manger, or even a COO or CIO. The Boss: Who’s the top dog, so to speak, on the client side? Again, this will depend on the size and structure of each client, but we’re talking about someone along the lines of Founder, Owner, or CEO of the business. The Person Who Signs Your Check: Who signs off on your partnership? It’s absolutely critical that this person sees the value in your services and they are the most important attendee. For your smaller clients, this may be the boss, but with your larger clients, the money person may be a CFO. Find out who it is, and make sure they are included at each QBR. Other Department Heads: Here we’re talking about people who are one level down from the Executives, perhaps a leadership team. Invite anyone who is relevant to the discussion, especially if you plan on pitching changes in processes that will involve their department. If necessary, provide an explanation for why you would like them to attend when planning the meeting. Make QBRs Strategic, Not Tactical Your Quarterly Business Review isn’t the ideal time to get down into the nitty-gritty of daily operations. This is one of the few times that you have executives from the client company there to listen to what you have to say — make the most of it and don’t get bogged down in the details. Instead, zoom out and take a high-level approach to subjects that you discuss. Executives and stakeholders are unlikely to be involved in day-to-day operations, so they don’t care about execution. They care about results. Sometimes MSPs are tempted to use QBR time to discuss tactical issues, but we advise against it because those points should be discussed and coordinated directly with your day-to-day contact person. Instead, you want to come to the QBR meeting armed with data. Show real-world returns from prevented problems and increased uptime. This approach will help you to build trust and further your relationship as a trusted business advisor, rather than a role as just another vendor. Additionally, make sure that during the meeting you address the various roadblocks and obstacles that must be overcome to deliver an ideal service. Identify areas where improvements can be made, and take a big picture strategic approach to problem-solving. Make sure that you also listen closely to their concerns. In the end, both teams should align on ways to drive more value through your partnership. What You Should Include in Your Reviews As an MSP, there are some very specific considerations that must be included within a Quarterly Business Review. Your goal should be to provide a top-down view of operations, making sure that each discussion offers transparency and highlights the value that your MSP has provided in that specific area. Service Ticket Review First, your QBRs should include a comprehensive service ticket review from the past quarter that shows how your team is handling the volume of tickets coming in. The metrics are very straightforward - you want to compare the number of open tickets to the number of closed tickets. If your open and closed numbers are fairly even, it shows your customer that your team is handling support requests quickly. If the numbers are not relatively even, then you may have some explaining to do! Or more likely, it may be an indication that the customer is over utilizing the service desk or they may need a different structure for their support. SLA Review Your QBR should also address your SLA. Compare your agreement to the services that were rendered, and highlight areas where you have gone above and beyond. If there have been disputes or issues, now is a great time to discuss the matter while decision-makers are present. In your report, you’ll want to take a deep dive into your agreement and provide updates on goals. How quickly have you responded to service requests? Have you met or exceeded your agreed-upon standards? If not, is there a reason why this is the case? Have you reached your service request resolution goal? The SLA Review portion of your QBR is a good place to leverage positive client satisfaction surveys as well. As always, focus on the value that you’ve provided while being honest about how you can improve moving forward. Technical Review The technical review should make up the bulk of your Quarterly Business Review. It gives you the opportunity to put the value that you’ve provided front and center, while also providing some insight into where improvements in process could be made on both sides. The technical review must include all aspects of your services to provide a complete picture. Endpoint Management Having the ability to centrally deploy, update, and troubleshoot endpoint devices for your clients is critical to a successful partnership, which is why most MSPs will agree that endpoint management is the “meat and potatoes” of your partnerships. You probably also know from experience that when done well, the client will rarely be aware of everything that goes into endpoint management. For this reason, focus on detailing your endpoint management actions - it’s low-hanging fruit in terms of demonstrating value. Your QBR should include several aspects of endpoint management that should be covered in your report and meeting: Patch management. Because patches are the first line of defense for your clients, it’s important to showcase details about your patch management in your report. You should detail which machines are fully patched, which machines are missing patches (and how many patches they are missing), and reasons why those machines are behind. For instance, if those machines were powered off during that last installation window, that is an important fact that you should relay. Endpoint Security. Provide stats regarding your threat reporting and antivirus efforts. How many threats were detected? How many scans did you complete to identify those threats? Endpoint security is an important but often overlooked aspect of an MSP’s services. Often, clients only look into endpoint security when something goes wrong. Make sure that you set aside time in your QBR meeting to discuss your proactive efforts on endpoint security. Warranty Reporting. Which machines will have their warranty run out soon? What are the recommended next steps? Will you soon provide a quote to extend the warranties? Infrastructure Management The infrastructure management section of your QBR will include a lot of critical yet also technical information. While this is another excellent opportunity to showcase your value, you can’t do that by reeling off a list of techie terms, speeds and feeds. So make sure that in this section, you take the time to explain why each one of these areas is a big deal for the client’s business. Hint: If you use BrightGauge to monitor these areas, this is a great place to include your gauges! If not, you can always include this data from other sources. Overall network uptime. Include network uptime data for all relevant servers. If uptime can be improved, provide insight into why the numbers are lower than expected and make recommendations for improvement. Alert trending data. Provide insight into recent trend reports. Is there a vital piece of equipment, system, or network that is consistently running into issues? What steps should be taken to improve performance? Server backups. How often are you backing up data? Have there ever been any issues during data backups? A summary of all relevant backups is a good thing to add, as it provides a detailed picture of how you are protecting their business. Domain admins audit. Who has access to the domain admin security group? Keeping a close eye on domain administrators that have access to servers, workstations, and files is important for protecting clients. How often is the user list being audited? Will that change moving forward? Server patch status. Which servers are up to date? Which servers are missing patches? Why are they missing patches? Offer a plan to ensure that all servers stay up to date moving forward. Network Security Defense Since protecting networks against viruses and other threats is important for maintaining the security of the entire organization, you’ll want to detail some key aspects of your network security efforts in this section of your report (this may also be a good opportunity to touch on your GDPR compliance efforts): Server Virus Protection. How many updates and scans have been performed? Have any threats been detected? Provide a complete picture of server virus protection using data. Email Security. Detail the protection efforts of the company’s emails and email server. Provide any relevant data that you can regarding threats detected. Many organizations are compromised through employee email, and clients know this. Reassure them that you have airtight protections in place. Strategic Planning Keeping the subjects that you just discussed in mind, now is a good time to dive into big-picture strategy and proposals to improve the business relationship moving forward. Make sure that everyone at the meeting has a solid understanding of what you are currently working on, what is planned for the future, and any recommended changes that you may have. Include these recommendations in your report, and come to the meeting prepared to discuss those aspects of your partnership. User-Training Let your clients know which of their employees may require additional training, based on the support tickets that you have received. Training not only enables your organization to save time, but it is also another way for you to prove useful to your clients during the QBR meeting. Benefits of Quarterly Business Reviews After ironing out the QBR process in our MSP, we found that there are quite a few results that it offered. To start, it offers a personal touch that clients will appreciate. As MSPs, we’re all too familiar with the dreaded “why am I paying you” question. Of course, we at BrightGauge advocate for weekly or monthly reporting to help avoid that question from popping up, but adding in the face-to-face QBRs is a different kind of touch point and an opportunity to actually explain things in detail or answer questions that wouldn’t come up from emailed reports. Second, having several people there from each company makes it easy to pinpoint issues and receive input from multiple viewpoints. Additionally, you’ll have everyone there that you need to come to decisions for those problems. By ensuring that several high ranking employees within the company attend, you will dramatically improve your CSAT scores and ultimately, your customer retention. By being thorough in your QBR, it allows your company to be proactive in dealing with issues. As you put together your report, you will likely identify several key areas where process improvements can be made. Then, you can go into the meeting having those suggestions on hand, or even implemented before the meeting even takes place. Another often overlooked benefit of conducting a thorough in-person QBR is the fact that it will help you to highlight which of your customers are not a great match for your services. During your meeting preparation, you may find that there are conflicts within your SLA that inhibit your ability to provide a valuable service. Some common examples include machines not receiving timely updates, or an unwillingness to invest in critical infrastructure. You can also use these reports to gauge the overall profitability of a customer and decide when it may be appropriate for both parties to go their separate ways. In fact, Andrew Hutchison, Network Ops Manager at BlackPoint IT, confirms “we had some hard conversations, but having the data available took us down the path of getting rid of unprofitable customers.” Next Steps for Mastering Your Review Quarterly business reviews are a critical tool for your success. Instead of putting together a report and attaching it to an email, take the time to schedule a meeting with all relevant stakeholders. Use that meeting to highlight the value that you’ve provided, identify areas for improvement, and establish your business as a trusted partner, rather than a simple vendor. In our MSP, we created a QBR template in Word that we could easily customize for each client with screenshot images from BrightGauge - and you can too! Download a copy of the Quarterly Business Review template that worked like a charm for us:
We’re excited to welcome Katarina Ondrejovicova to the team as a Customer Success Specialist! Join us in learning more about the newest member of our growing BrightGauge family… In the beginning Katarina is the first BrightGauger to come to us from Europe - she was born and raised in the country of Slovakia. Katarina graduated from Masaryk University in Brno, Czech Republic, which is the second largest city after Prague and is widely known for Moto GP. While in university, Katarina was lucky enough to study abroad in southern Spain, which helped to fuel her love of travel. She started off her career working for IBM, where she was tasked with improving the overall service level quality for their Sony account. About 5 years ago, Katarina moved to the US and worked for Itopia, a software company that partnered with Google Cloud to create a cloud automation tool for remote desktop provisioning and management. There, she was in charge of Customer Success and managing the support team. With that great experience, we were lucky to find Katarina and welcome her to BrightGauge. Joining BrightGauge Katarina was first intrigued by our software itself. Plus, in her words, “the company culture that respects individuality, promotes a stress free environment, and supports collaboration” helped to seal the deal. She’s really motivated to be part of the Customer Success team, especially because in her role she will work with both customers and internal teams like sales, support, marketing, and product. She’s excited about working across the board to improve our customer experience. We can’t wait to see what Katarina brings to the table. Out of office When Katarina has the time, she loves to travel and explore new places and cultures. Her love of photography means that her travels are well-documented, thanks to her Sony Alpha camera. Katarina strives to keep a zen state of mind through yoga, meditation, biking, and beach time. And she’s always down for some live music. Fun fact: Katarina speaks Slovak, Czech, English, and Spanish! What will she learn next?
When it comes to your key performance indicators, sometimes more is more. The deeper the insights, the better the decisions you can make. So, how can you get deeper insights from your BrightGauge? One way is to use dataset or datasource mashup*, which allows you to build gauges using data from more than one source. When doing this, the metrics that are displayed back to you are more complex and more granular, allowing you to be a bit more specific with your results. In this tutorial video, we show you how to utilize the data mashup function. If you have questions about doing this within your BrightGauge, please reach out to our support team. For more tutorial videos, check us out on YouTube. *Available on Enterprise Plans only.
We frequently get asked how to choose the right metrics to report on, whether for client reports or internal ones. Ideally, any report you send out will be easily consumable yet impactful, so you want to be careful not to weigh it down with way too many metrics. Go for metrics that are direct and that clearly get your message across. When it comes to BrightGauge, a lot of our customers tell us how useful it is to see how their peers are using the app, so this month we’re highlighting Weston Technology Solutions’ internal Agreement Performance Report. Weston Tech has been in business for over 25 years and at the core of their managed IT solutions is a passion for being a true partner - not just a vendor - to their clients. Brock McFarlane, CEO and Founder of Weston, shared that their team works off of fixed-fee agreements, a departure from the hourly agreements they previously used. For Weston, fixed-fee contracts allow team members to be more valuable and efficient with time, but reporting on these contracts can get tricky since it’s not based on hour-by-hour work. What Brock has found is that looking at Gross Margin is a truer representation of how a contract is doing versus just how many hours were billed. Identifying their most important metric - Gross Margin - laid the foundation for how Brock and team would build reports moving forward. Brock also includes Hours by Tech within the reports, as any red flags in those hours can paint a picture as to why a margin percentage may be too low or too high. Reporting on a client’s margin percentage can pinpoint where inefficiencies lie - perhaps a tool a client is using is giving more trouble than it’s worth - so that they can operate at an optimal level. Also, by managing Gross Margin, Brock is sometimes able to avoid raising contract prices in the future, which his clients love and is a big reason why they repeatedly invest in Weston. This is a perfect example as to why consistent reporting is hugely important. We’ve recreated Weston’s Agreement Performance Report for your reference: Think this report would be useful for your team or want some more info? Check out our Report Key to recreate it yourself or feel free to reach out to firstname.lastname@example.org and we’ll be happy to help. Thank you to Brock and Weston Tech for sharing your insights! Link to Public Report Link to Report Recreation Key
In the last few months, we’ve added several new datasources to our stack, and here’s what you need to know! Now available to our customers: Liongard Roar, Solarwinds N-Central (previously N-Able), Simplesat, and PRTG. Keep reading for details on these integrations, which you can connect to at any time. Liongard Roar Liongard Roar is a documentation system that was specifically built for MSPs. Having important docs and processes documented is great for establishing accountability and understanding what actions took place when. For customers using Liongard Roar, integrating with BrightGauge provides a lot of flexibility in terms of the metrics and KPIs you can pull. There are several datasets customers can report on, including users, environments, agents, detections, timeline, and metrics. Within the metrics dataset, users can easily create custom metrics and report on Office 365 and Active Directory data. Lots of you have been asking for this, so we’re thrilled to make it available. The Liongard Roar integration comes with 56 default KPIs, two pre-built dashboards, and two report templates, conveniently categorized by Office 365 or Active Directory. To add Liongard Roar to your account, please follow the steps outlined in our support document. Solarwinds N-Central Formerly known as N-Able, we’re happy to report that Solarwinds N-Central is live. This RMM platform allows users to keep an eye on pertinent machine metrics. Paired with BrightGauge, users get real-time visibility into those metrics and are alerted to issues before they become any bigger. Plus, customizable, automated reports help customers prove their value to clients and show why they are trusted partners. Customers using the N-Central integration in BrightGauge are going to get 83 default KPIs right off the bat, pertaining to Devices, Servers, and Workstations. The integration also comes with 2 pre-built Machine Monitoring dashboards, and 2 Machine Monitoring report templates. This support doc guides you through the quick process of adding N-Central to your BrightGauge. Simplesat We’re excited to introduce yet another CSAT tool to our stack, as CSAT is at the forefront of metrics that business owners want to stay on top of. Simplesat was designed for small to medium sized MSPs and tech companies, and is a simple way to embed CSAT surveys into email signatures or helpdesks. Integrating BrightGauge + Simplesat allows you to see customer information, specifically how they rated, scored, and answered Simplesat questions. The ever important Net Promoter Score (NPS) is one of 19 default KPIs that are automatically included in this integration. There are also 2 built-out dashboards and reports each, one for CSAT scores and one for NPS. Follow these steps to add Simplesat to your BrightGauge account. PRTG Finally, we recently rolled out an integration with PRTG, a network monitoring tool. When you connect it with BrightGauge, you can easily keep track of metrics like sensor data, stale tickets, uptime, and active/inactive devices. The PRTG + BrightGauge integration comes with 27 default KPIs, one pre-built dashboard, and one report template. The kind of visibility you get with BrightGauge + PRTG allows you to stay proactive and keep the networks you monitor up and running. Adding this datasource to your account is easy - just follow these quick steps. For questions about any of our datasources or to chat with somebody about your BrightGauge account, contact us today. We’re always happy to talk shop!
We’re excited to welcome Jorge Rusiel to the team as a Senior Software Developer! Join us in learning more about the newest member of our growing BrightGauge family… In the beginning While so many members of our BrightGauge family hail from these South Florida parts, Jorge was born a bit further south. In Cuba, to be exact! He comes from Santiago de Cuba, which is the second largest city in the country. Jorge earned his Bachelor’s degree in Computer Science from Central University Marta Abreu de Las Villas in Cuba before jumping on the opportunity to move to Spain and obtain his Ph.D. from the Department of Computer Science & Artificial Intelligence at the University of the Basque Country. His Ph.D. research included the application of advanced image processing and statistical methods to computer-generated 3D models of the brain. Taking this research, Jorge moved to Boston, Massachusetts to work as a Postdoctoral Research Fellow at the Department of Radiology at Mass General Hospital/Harvard Medical School. His work included the development of an open source library used in longitudinal data analysis. Most recently, he worked as a Software Engineer - his true passion - at the Department of Radiology at Boston Children’s Hospital/Harvard Medical School, where he was the lead engineer in the design and development of an important scientific software platform. Fortunately for us, Jorge has brought his incredible wealth of knowledge to BrightGauge. Joining BrightGauge Jorge feels that BrightGauge will have a number of exciting technical challenges in the years to come and looking forward to being on the forefront of it all, whether this means integrating AI into the product or simply improving the software platform architecture. Our BrightGauge culture is just the cherry on top. “I’m excited to use my broad background to scale BrightGauge’s SaaS platform,” says Jorge. “This includes designing and implementing new REST APIs, writing high quality software that improves the existing platform, and implementing optimized workflows.” We’re confident that with Jorge on our team, the future of our product is very bright (pun intended). Out of office When Jorge isn’t living out his passion as an engineer, he’s spending time with family and friends by going running, salsa dancing, hitting the beach, and playing brain-intensive card games. Welcome to the fam, Jorge!
As an Account Executive at BrightGauge, I speak with dozens of potential and current customers each month. Each MSP comes from a different background, with varying goals and needs, but one universal struggle I hear is the need to show better value to customers. One of the paradoxes of the MSP world is that customers rarely need to see you when systems are running smoothly. When clients don’t hear much from you because things are working correctly, they might assume you aren’t delivering value. How can you solve this? One obvious way is through regular, automated reports, which is one of the main reasons companies hire BrightGauge. This may satisfy most customers, but there are still those for whom this will not provide enough insight into why they’re paying thousands of dollars each month for your services. For the clients that crave more up to the minute information, our Customer Facing Dashboards are a great solution. There are two main ways you can create live Dashboards for your customers - Add your client to your BrightGauge instance as a Viewer or utilize our new Public Dashboards. The first thing I would do in either circumstance is determine what metrics or KPIs you’d like your client to be able to access at any given time. Add the metrics you choose to a new dashboard Use the dashboard filtering option to filter down to that client. Clone the dashboard and title it accordingly. One good option is to create a master client dashboard, then filter and clone to each client that will have access to a dashboard. If you use ConnectWise Manage, AutoTask, Kaseya BMS, or TigerPaw as your PSA, you should have a default dashboard called ‘Client Dashboard Template’ that you can modify to your needs. Add Client as a Viewer The first way you can give your client access to the dashboard you’ve created for them is by adding them to your BrightGauge instance as a viewer. Every BrightGauge plan includes unlimited Viewer licenses. To create a new viewer, click on the admin button at the top right corner of your BrightGauge account, then select ‘Viewers’ from the dropdown. You simply need to provide their name and email address, then select the Dashboard you’d like to give them access to. They will then have a login to your BrightGauge instance, but the only thing they will be able to see is the dashboard you’ve given them access to. As a viewer, they won’t have any permissions on the dashboards or gauges except to drill down, and of course you’ll determine what, if anything, they’ll see on the drill-down. Provide Your Client with Public Dashboard Your other option is to utilize our new Public Dashboards feature, available on our Enterprise plan. To enable this, click on the ‘More’ button at the top right corner of the dashboard, and select ‘Public URL’ from the dropdown. This will provide you with a URL link you can copy and send to your client. Your client can bookmark the URL and will not need to log in to your BrightGauge instance. The Public Dashboards do not allow for drilldown. Again, your client will not have any permissions on this dashboard or on any of the gauges. There are a few great benefits to Customer Facing Dashboards: Customers receiving real time data on their tickets, machines, or projects will have less need to open tickets or call for status updates This shows a level of transparency most MSPs aren’t providing to their clients For your larger clients, this will show the extra benefits they gain by using your services rather than moving their IT operations in house Want help determining what metrics to share with your client, or how to build a great Customer Facing Dashboard? Contact BrightGauge for help with selecting relevant data that will show value to your customers!
We’re excited to welcome Natalie Dinkins to the team as a Customer Support Specialist! Join us in learning more about the newest member of our growing BrightGauge family… In the beginning Natalie was born in Brooklyn, New York, but grew up right here in South Florida. After graduating from Plantation High School, Natalie decided to stay local, attending Broward College for two years before earning her Bachelor’s degree from the University of Miami (C-A-N-E-S!). Later on, she also earned a Master’s degree from Florida International University. Since then, Natalie has explored several interesting avenues, working in energy conservation, higher education, and banking. Most recently, she was a Program/Project Manager for an all-women web development cohort. In that position, Natalie managed an all-women web development bootcamp, spearheading the project by recruiting students, providing input on the curriculum, and hiring teaching staff. That tech-focused role was the perfect springboard for the next opportunity in her career. Joining BrightGauge While going through the interview process here at BrightGauge, Natalie had a chance to meet several team members, who all talked a whole lot about how much they enjoyed their work. Plus, it was really clear that everyone truly loved working with one another, which gave Natalie the sense that this was a team she really wanted to be a part of. Aside from the culture, the opportunity to learn something new while applying her past skills and experience appealed to Natalie and solidified her decision to come on board! Next time you submit a support ticket, you may just hear from Natalie herself. Out of office Outside of work, you can find Natalie spending time with her siblings, whether they’re tailgating at a football game or barbecuing in the park. And recently, Natalie has rekindled her love for running, but it’s a love that sometimes goes unfulfilled. “Between the extreme heat and torrential downpours, running outdoors in South Florida can be a challenge,” says Natalie. Ain’t that the truth!