ConnectWise Consulting Services

The practical knowledge, processes, and automation that elevate ConnectWise-powered companies

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CATAPULT reimagines ConnectWise consulting for MSPs, MSSPs, Voice, Security, and M&A groups, blending practical tools, strategic insights, and automation expertise with the unique insight of a seasoned MSP owner

Where Are On Your Journey?

Replace

ARRIVING

New to ConnectWise and drowning in data chaos? Don’t worry—we’ll extract, clean, and import it like data-wrangling wizards!

Your path with us

  • SMARTshift PSA for data migration
  • SMARTchive for accessing archived PSA data
  • Methodologies & Processes
  • Hyperautomation & Workflow
Integrate

MERGING

You're merging companies and your data is a mismatched jigsaw puzzle. We'll help you combine data from two or more companies into one.

Your path with us

  • SMARTshift PSA for data migration
  • SMARTchive for accessing archived PSA data
  • Methodologies & Processes
  • Hyperautomation & Workflow
rocket

OPERATING

You're soaring with ConnectWise but your processes are stuck in traffic. We can speed things up with methodologies that work!

Your path with us

  • SMARTchive for accessing archived PSA data
  • Methodologies & Processes
  • Hyperautomation & Workflow
machine-learning

AUTOMATING

Everything doesn't need to be done by a human any longer. Let’s automate those repetitive tasks and free you up for bigger things.

Your path with us

  • Methodologies & Processes
  • Hyperautomation & Workflow
Methodologies

Over 40 proven methods that produce measurable results

Process Flows

Detailed process flows ready to share and use

Programming

The right settings in the right places

Metrics

Real-time dashboards keep

keep you in the know

Automation

Workflows and robotic process streamline operations

Tips & Tricks

Leverage the hidden powers

of the platforms

CATAPULT OS:
Our holistic approach to optimizing operations and integration with ConnectWise

CONSULTING:
We bridge the gap between practical feature implementation and real-world applications 

 

 

SALES
SALES
QUOTE &<br>SOW
QUOTE &
SOW
PROJECT<br>MANAGEMENT
PROJECT
MANAGEMENT
SERVICE<br>DELIVERY
SERVICE
DELIVERY
APPLICATION<br>PLATFORMS
APPLICATION
PLATFORMS
AI<br>AUTOMATION
AI
AUTOMATION
search

1
DISCOVER

We explore your data to understand its organization, location, and overall health

DataTransfer

2
INGEST

By organizing your data into a centralized data lake, we set the foundation for a smooth, accurate migration

machine-learning

3
PROCESS

Through advanced AI, machine learning, and profiling, we optimize your data by detecting patterns and improving search functionality

Surfacing

4
SURFACE

We introduce you to SMARTchive and unleash your old, immovable data as an AI-fueled repository that is searchable repository

data-visualization

5
ASSESS

Our SMARTsights due diligence dashboard provides a clear, accurate, and searchable snapshot of inbound MSP PSA data, ensuring transparency before acquisition.

filter

6
CURATE

Our DOC (Data Optimization and Configuration) tool combines your datasets in one spreadsheet, alongside our configuration best practices for optimal setup

Integrate

7
INTEGRATE

Datasets that integrate with ConnectWise PSA and are stored in the database, while SMARTchive remains operational, ensuring your historical data is available for as long as you need

 

 

 

 

 

 

SMARTshift:
Our proven, AI-fueled PSA migration & integration process for MSPs and M&As

HOW IT WORKS

SMARTchive:
Access your old PSA data INSIDE ConnectWise PSA, without importing it

HOW IT WORKS
co-managed-B

MYTH #1

You can't have your old PSA data in ConnectWise

You spent years building up your old data. Let's use it. We can give you access to it, without importing it. And we can make it searchable with AI.

  • Tickets/Service Orders
  • Configs
  • Invoices
  • Opportunities
  • Sales Orders
  • P.O.s (2025)
  • Agreements (2025)
  • Quotes (2025)
Backup2

MYTH #3

You have to pay thousands to get a backup of your data

Not with Smartchive! You'll save thousands in backup fees by using our API to securely extract your old PSA data.

Stop being extorted and start being extracted.

wastemoney

MYTH #2

You need a license to see your old PSA data

It's your data and you can now access it in ConnectWise. Dump the subscription and save the money!

TimeWaste

MYTH #4

You need to waste 50% of tech time finding answers

SMARTchive quickly finds the solution to a persistent problem and finds patterns that get you to a quicker resolution.

ASIO/PSA
WORKFLOW

ConnectWise's workflow engines are our specialty, and we know how to leverage them to deliver time-saving automation at scale. With the ability to connect to platforms like Microsoft 365 and beyond, the opportunities for streamlined operations are limitless.

 

  • ConnectWise Asio Visual Workflow Engine
  • ConnectWise PSA Workflow Engine
ROBOTIC PROCESS AUTOMATION

ConnectWise Robotic Process Automation (RPA) enables you to perform automated, repetitive tasks using bots instead of humans, freeing up your technician's time and making them more efficient. We'll show you how to get things started and how to shave hours of time from support requests.

 

  • ConnectWise RPA Engine
GENERATIVE
BI

By combining the power of Gen AI and analytics, Gen BI makes analytics accessible to anyone and impactful when and where it actually matters.

  • SMARTchive AI-driven access to your old PSA from INSIDE of ConnectWise
  • SMARTclassifier for automatic ticket profiling of type, subtype, item, and time budgeting
  • Automatic ticket triage
  • ConnectWise SideKick for PSA / Teams
  • CrushBank Neuro for Teams
VIRTUAL
DISPATCHER

Our Virtual Dispatcher transforms service ticket management with unmatched speed and precision.

It automatically profiles tickets with type, sub-type, item, and time budgets, applies predefined templates, sets key parameters like priority, resources, and activities, and places them in the dispatch queue—all in under 10 seconds with no human intervention.

This automation boosts consistency, cuts response times, and frees technicians to focus on high-value tasks.

HYPERAUTOMATION:
We'll show you how to use AI, machine learning, and workflows to do more with less

VIRTUAL DISPATCHER:

When AI, workflows, and templates team up, they don’t just streamline processes—they do the work for you!

3 STEPS TO AUTOMATION:
You have to know the path before you can walk the path

Alone we're compelling. we're formidable

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"Decision Digital has become a trusted mentor and subject knowledge expert to many. They freely share their knowledge without expectation of anything in return. We’re a better business, and I’m a better person, because of Decision Digital."

Donald B | President

“I do want to thank you for all your input as I shared much of what you said with our team, and I feel it was very influential in bringing our people over the fence.”

Scott P | President

“Rick, you continue to be an absolute pleasure to work alongside on every engagement. Carry on, good sir!"

Lee P | Solutions Architect, Onboarding & Consulting

“Rick and his company are highly respected among our members and the Decision Digital team has done wonders for our team and their utilization of PSA. Our members constantly praise the great work Decision Digital has done throughout TAG. We are lucky to have Rick as a friend and partner.”

Brian S | President

“Your continued help implementing PSA has really changed our business.”

Peter B | President

“I learned SO MUCH at CATAPULT this week! Richard Harber and the Decision Digital team have crafted a recipe for success that's definitely worth following.”

Chris G | NOC Manager

“Man what an all star lineup! Thank you for offering this gift to the community Rick. Best wishes for continued success this week and in the future”

David P | VP of Sales

“This was a great event. Very glad we attended! We learned a lot about capability, but more about process and workflow”

Josh C | Director of Client Services

Ready to begin?

Let's talk about it.
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