1. Project Management In Connectwise
HTG Chicago 2017

2. 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

3. 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

4. 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

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

6. Two Methodologies
Five Step
Agile

7. Project Monitoring & Control1
Project Initiation 2
Project Planning 3
Project Execution 4
Project Monitoring & Control 5
Project Closure

8. 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?

9. BETA!

10. University Documentation

11. Basic Phases

12. Plan Details

13. Utilize Templates / Repeatable

14. Project Plan Dependencies

15. Easier Phase Billing Setup

16. Custom Fields

17. Reporting

19. What’s Coming?