Project Management In Connectwise

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Presentation transcript:

Project Management In Connectwise HTG Chicago 2017

Who Am I? Experience with ConnectWise Experience as a Partner Sr. Business Consultant Project Manager Advanced Procurement Advanced Finance Experience as a Partner Former CFO ConnectWise Admin Advanced Report Writing Financial Background 26 years experience Great Plains implementations Audits and Controls Jeanine Sullivan J9@connectwise.com

Who Am I? Ben Arntson barntson@connectwise.com Been using ConnectWise since 2002 Helped implement partners. Performed audits and developed Business Excellence offering. Used and implemented ConnectWise at 3 partners. Joined ConnectWise as a consultant in 2012. Way older than that picture now. Still able to tie a bow tie. Been involved with peer groups and the Channel since 2001. Ben Arntson barntson@connectwise.com

What Constitutes a Project? Scope of Work Duration of Deliverables Number of resources needed Mixed or specialty billing requirements Dispatch views Skills and Certifications Tech Capacity Sheet Sales updates Weekly recaps

Project Success Criteria Dispatch views Skills and Certifications Tech Capacity Sheet Sales updates Weekly recaps

Two Methodologies Five Step Agile

Project Monitoring & Control 1 Project Initiation 2 Project Planning 3 Project Execution 4 Project Monitoring & Control 5 Project Closure

AGILE Project Management Concepts Consider the Big Picture High Team and Stakeholder Involvement Frequent Communications Solution Focused Goals Define Done from User Point of View Estimate the Work Visualize Workflows Break Work into Short Cycles Limit Work in Progress Continually Measure, Learn, and Improve To ease into project management, choose one or two to start. Which ones will work best for your team and your project?

BETA!

University Documentation https://university.connectwise.com/university/content/IT_Nation/ITN2016/Going_Agile.pdf

Basic Phases

Plan Details

Utilize Templates / Repeatable

Project Plan Dependencies

Easier Phase Billing Setup

Custom Fields

Reporting

What’s Coming?