
Propel Your MSP
Propel Your MSP offers a comprehensive solution for vCIOs to enhance IT strategic planning, budgeting, and client engagement.
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Description
Propel Your MSP is a dedicated software solution designed specifically for Virtual Chief Information Officers (vCIOs) focused on improving the IT strategic planning processes for Managed Service Providers (MSPs). The software aims to facilitate the creation of consistent 3-to-5 year IT plans, detailed budgets, project roadmaps, and comprehensive IT audits for clients. By leveraging this tool, vCIOs can enhance the management of their clients' IT infrastructures with several key functionalities:
- Collaborative Planning Sessions: Propel Your MSP enables vCIOs to conduct collaborative planning sessions that help in defining strategic IT initiatives alongside the client.
- Asset Management: The software allows for efficient management of client asset inventories, ensuring that all hardware and software resources are accounted for.
- Customizable Budgets: Users can create tailored budgets that meet specific client needs, improving financial planning and forecasting.
- Report Generation: Comprehensive reporting features help vCIOs present findings and recommendations during Quarterly Business Reviews (QBRs), fostering better client relationships.
- Integration with PSA Tools: Propel Your MSP seamlessly integrates with popular Professional Services Automation (PSA) tools like ConnectWise Manage and Autotask PSA, enhancing its usability within existing workflows.
The application also assists in conducting thorough IT audits and provides event reminders, enabling MSPs to better identify project opportunities and manage risks. This structured approach not only enhances the perceived value of services offered by MSPs but also leads to improved client trust and engagement.
Features
Collaborative Planning Sessions
Facilitates joint planning with clients to establish IT strategies and initiatives.
Asset Management
Allows for comprehensive tracking and managing of client IT assets.
Customizable Budgets
Enables the creation of tailored budgets that align with client-specific needs.
Report Generation
Generates detailed reports for effective presentation during client reviews.
Integration with PSA Tools
Seamlessly integrates with ConnectWise Manage and Autotask PSA for enhanced functionality.
IT Audits and Event Reminders
Conducts IT audits and provides reminders for important events, improving project tracking.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support