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Business Transformation Audit - Lite

Business Transformation Audit - Lite

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Product Overview

The Lite Audit offers an economical way to analyze your business and fine tune it for better profitability, efficiency and productivity. 

We audit 15 key aspects of your business, compare your business process to Best Practices and create an action plan to increase profitability, efficiency and productivity.  Plus deliver 2 hours of business coaching  and dashboard review.  

Features and Benefits:

  • One on One: You are assigned your own ConnectWise Consultant.
  • Audit: The Consultant will audit how your business is using ConnectWise, taking a deep dive into Sales, Service, Agreements, Finance, Integration and Setup. The Audit determines your alignment with Best Practices and ensures best practices are being followed to enable you to make the most of ConnectWise's streamlining and automation.
  • Review: After the audit, your Consultant will spend 2 hours with you on a conference call to compare your business processes to best practices.
  • Action Plan: Your Consultant will create an Action Plan for your business to drive greater profits and productivity. We will include a number of Prescriptions for your business to thrive. The Prescriptions point you to the specific knowledge, in the ConnectWise University, you will need to align your business with industry Best Practices.
  • Implement Success: You use the Action Plan and Prescriptions to implement the needed business changes. Alternatively, your Consultant can help implement the Prescriptions for you with additional consulting ($150.00/hr).

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