ConnectWise Consulting Services
The practical knowledge, processes, and automation that elevate ConnectWise-powered companies
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
From Our Minds To
MIGRATION
Data extraction, AI surfacing, cleanup, and import
INTEGRATION
Combine data from two or more companies into one
OPERATION
Business and departmental process creation and optimization
AUTOMATION
Automate repetitive tasks, actions, and activities done by humans
IMMERSION
Ongoing methodologies that evolve your abilities and increase your effectiveness
We combine a robust library of methodologies and processes with practical, real-world expertise. Wherever you are in your ConnectWise journey, we’ll work with you to develop a budget and an approach to help you achieve your desired outcomes.
Designed for mentoring success, LIFT offers a subscription-based approach to consulting, combining expert guidance, support, and administrative help, beginning at 2 hours per month.
Want to transform your technology firm and elevate your business? CATAPULT Live takes our ConnectWise consulting and packs it into an annual two-day workshop. CATAPULT will quickly get you up to speed on the best business process, workflow, and automation within ConnectWise.
CONSULTING:
We bridge the gap between practical feature implementation and real-world applications
CATAPULT OS:
Our holistic approach to optimizing operations and integration with ConnectWise
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
SALES
QUOTES
& SOWS
PROJECT
MANAGEMENT
SERVICE
DELIVERY
APPLICATION
PLATFORMS
METRICS
1
DISCOVER
We explore your data to understand its organization, location, and overall health
2
INGEST
3
PROCESS
Through advanced AI, machine learning, and profiling, we optimize your data by detecting patterns and improving search functionality
4
SURFACE
We introduce you to SMARTchive and unleash your old data as an AI-fueled repository that is searchable using natural language questions
5
ASSESS
Our SMARTsights due diligence dashboard provides a clear, accurate, and searchable snapshot of your legacy PSA data, ensuring transparency before migration or M&A acquisition.
6
CURATE
Our DOC (Data Optimization and Configuration) tool combines your datasets in one spreadsheet, alongside our configuration best practices for optimal setup
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 PSA migration & integration process for MSPs and M&As
SMARTchive:
Access your old PSA data INSIDE ConnectWise PSA, without importing it
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)
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.
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!
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
REAL-TIME DASHBOARDS
- BrightGauge Dashboards
Hyperautomation:
We'll show you how to use AI, machine learning, and workflows to do more with less
"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."
“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.”
“Rick, you continue to be an absolute pleasure to work alongside on every engagement. Carry on, good sir!"
“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.”
“Your continued help implementing PSA has really changed our business.”
“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.”
“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”
“This was a great event. Very glad we attended! We learned a lot about capability, but more about process and workflow”
Ready to begin?
Let's talk about it.
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