“Working with FocusPlanIT has been a transformative experience.

We had been ConnectWise Manage users for over 3 years but largely self-taught through trial and error, and one-off videos through University. We needed help, and also needed to seek out a consultant for Automate. FocusPlanIT was one of the first referrals that came up — and you solved our problems! We are fully enabled now to use Manage, and to make our practice much more effective.

Our Automate and Manage implementations are fully integrated, allowing us to stay on top of real-time issues with our managed assets. We can also now better organize our workflow through tickets that come in through automate as in taking tickets through email. What I liked best about your services is that, ultimately, that you had a plan that you customized for the engagement. We were able to go through that plan at a pace that worked for us. In fact, I had a general expectation of getting a lot of knowledge, but the unexpected component is what it has done for our business process.

I’d also like to share a few results of having hired FocusPlanIt to work with us.

Patient attention to our needs allowed us to learn more in two months than we had in all three years of using Manage. We recommend this to both new and current Subscribers alike, as the best practices that are taught can vastly speed up a practice’s maturity level. In the end, our work is all about the best use of time, and this consulting has given us a lot of time back that we can now put toward moving our business forward.”