• Overview

  • Integration

  • Support

IT Strategy Simplified
IT strategy in business has never been more important, good strategy leads to good security. Find your direction with our simple to follow Benchmarks, Roadmaps and Advice.

Create a journey for you clients
Managed Service Providers have to wear multiple hats in a fast-evolving environment. Starting a discussion around IT Strategy with your clients can seem impossible.

​See all your clients moving in the right direction
Benchmark against recognized standards and vendor best practice to draw a line in the sand for your clients. Clear and simple explanations allow for Benchmarking by Account Management and Sales teams.

Get clients to engage with you
Create consistent Roadmaps for your clients based on their risk profile which are reviewed regularly. Change the conversation into a proactive one and focus on improving. Provide access to the roadmaps online or in branded PDF form. 


Clearly communicate risk
Use the Risk Dashboard and brandable reports to provide your clients with a living risk profile. As you progress through your Roadmap, the client can see live updates and changes in your portal. Provide point in time snapshots to show the improvements. 


Empower your non-technical team and clients
All our Benchmark items come with Risk Examples, Video Explanations and Framework links. This allows your Account Management and Sales teams to run the client experience with minimal input from your technical staff.

ConnectWise PSA

Features:

ConnectWise Integration– Coming Q3 2022

  • Sync Clients from your Mange Environment
  • Two-way Sync to Manage Opportunities

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.   

Details

Overview

IT Strategy Simplified
IT strategy in business has never been more important, good strategy leads to good security. Find your direction with our simple to follow Benchmarks, Roadmaps and Advice.

Create a journey for you clients
Managed Service Providers have to wear multiple hats in a fast-evolving environment. Starting a discussion around IT Strategy with your clients can seem impossible.

​See all your clients moving in the right direction
Benchmark against recognized standards and vendor best practice to draw a line in the sand for your clients. Clear and simple explanations allow for Benchmarking by Account Management and Sales teams.

Get clients to engage with you
Create consistent Roadmaps for your clients based on their risk profile which are reviewed regularly. Change the conversation into a proactive one and focus on improving. Provide access to the roadmaps online or in branded PDF form. 


Clearly communicate risk
Use the Risk Dashboard and brandable reports to provide your clients with a living risk profile. As you progress through your Roadmap, the client can see live updates and changes in your portal. Provide point in time snapshots to show the improvements. 


Empower your non-technical team and clients
All our Benchmark items come with Risk Examples, Video Explanations and Framework links. This allows your Account Management and Sales teams to run the client experience with minimal input from your technical staff.

Integration

ConnectWise PSA

Features:

ConnectWise Integration– Coming Q3 2022

  • Sync Clients from your Mange Environment
  • Two-way Sync to Manage Opportunities

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.