In the 4 years we've been setting up customers for syncing success, we’ve seen a lot that count as a success, and many that were destined to struggle. Having facilitated over 150 onboarding projects in the past 12 months alone, from basic setups to extended business transformations, our priority is to see optimal data syncing with minimal effort.
New users doing it alone often waste countless hours trying to figure out the nuances of ConnectWise, their cloud accounting package, and the Wise-Sync bridge between them. It’s understandable - being a technically minded person doesn’t automatically grant you an understanding of accounting principles. Being accounting savvy doesn’t necessarily mean you can navigate the complex ConnectWise configuration minefield. In fact, we found that around 1 in 10 people that sign up to Wise-Sync never properly sort their sync, and watching partners fumble around in a sea of red errors is unbearable!
To remedy this, all new signups will now benefit from Onboarding Services. Whether you're just looking for a quick sync fix, a more detailed implementation or complex conversion needs; we've got you covered.
When you checkout, the basic Onboarding Services required for your journey to success will be added to your cart. From there, you can kick back and relax as we configure the fiddly bits for you.
- Wise-Sync Onboarding Services
- Cost (ex tax)
- Base Setup (Basic - Invoices Only) 3 hours @ $265 per hour
Basic Setup + Onboarding Services includes of 2 hours getting the base setup completed, and then a 1 hour Web Coaching Session with your Implementation Consultant to see how it all works and run through the usual gotchas once you start syncing. Additional Hours are charged at $265.00 per hour (ex any applicable local taxes).
- Base Setup (Basic - Procurement / Inventory) 4 Hours @ $265 per hour
Basic Onboarding includes 4 Hours of Consulting Services to help get you online faster. We'll spend 2.5 hours in getting the basic setup completed, and then spend 1.5 hours on web session/s to run through the usual gotchas once you start syncing. This plan is ideal for partners with the Procuremeister or Sync Ninja Plans, and can be used to get setup to use Inventory, Tracking Codes or Enhanced Expense features. Additional Hours are charged at $265.00 per hour (ex any applicable local taxes)
- Extended Setup (Base + Advisory / Consulting) 10 hours @ $240 per hour *** BONUS: 2 Months Free access to Wise-Sync ****
10 Hours Onboarding (Consulting) may include: - Fully Managed QBO/Xero Conversion - Inventory Setup and/or Review - Tracking Codes - Setup for Multiple Companies (additional monthly cost) - SLI Alignment - ConnectWise Configuration & Training Additional Consulting beyond pre-paid 10 hours: $240.00 per hour (ex applicable taxes)
- Extended Setup (Base + Advisory / Consulting) 20 hours @ $220 per hour *** BONUS: 3 Months Free access to Wise-Sync ****
20 Hours Onboarding (Consulting) may include: - Fully Managed QBO/Xero Conversion - Inventory Setup and/or Review - Tracking Codes - Setup for Multiple Companies (additional monthly cost) - SLI Alignment - ConnectWise Configuration & Training Additional Consulting beyond pre-paid 10 hours: AU$220.00 per hour (ex applicable taxes)
Extended Projects Can Cover
- Pre-Onboarding Scoping
Work with you during an initial discovery call to determine core requirements.
- Areas covered
- Review ConnectWise Structures
- Review GL Account Mappings
- Create GL Entry Worksheet
- Provide direction and advisory on Data Entry
- Project Onboarding
Onboarding requirements are determined based on plan and features required. Other factors are considered such as part of the onboarding process and requirements.
- Factors Considered
- Accounting Package Conversion
- Migration Planning
- Service-Leadership COA Review
- Specialized Consulting
Work with our skilled implementation consultants to work through some of the areas that MSPs whether new or old can benefit from our collective experience.
- Areas that can be covered as part of our ConnectWise Consulting Services
- Service Boards and Service Processes
- Procurement Flow & Management
- Utilising Inventory in ConnectWise