General vCIO Process Propel Your MSP's objective is to help vCIOs prepare better strategic "Technology Review" (aka QBR) meetings. We generally recommend iterating through the following 4-step process: Identify infrastructure issues and any ...
Asset Lifecycle Management Data Origin Propel Your MSP retrieves Assets and Agreements data by importing them from your ConnectWise Manage instance. It also queries some of the major manufacturer`s APIs to fetch Warranty Expiration date and Purchase ...
When propelling a new company for the first time, you should follow this checklist: Confirm the vCIO and Account Manager assignment Assign a vCIO Process to the company Check the quality of the asset data Confirm the Asset Mapping Fix up the RMM data ...
Once a Company is Propelled, it must remain in that state for a minimum of 45 days. You can un-Propel any Company from the "Settings / Billing" page if that initial 45-day period is over. From the "Settings / Billing" screen Un-Propelling a Company ...