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 firstname.lastname@example.org with any questions!
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 email@example.com with any questions!
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 firstname.lastname@example.org with any questions!