What Does a ConnectWise Consultant Actually Do?

If you're running an MSP or AV company and struggling with operations, you're not alone. Many teams invest in ConnectWise Manage hoping it will solve their process issues—but without the right setup and guidance, it often creates more questions than answers.

That’s where a ConnectWise consultant comes in.

A good consultant doesn’t just show you how the buttons work. They:

• Audit your current setup

• Identify gaps in procurement, projects, and service workflows

• Create best-practice playbooks tailored to your team

• Train users so the whole business moves in sync

Think of it like hiring a systems coach. You could keep googling how to use the PSA or you could bring in someone who’s done this 50 times before.

Considering ConnectWise consulting? Start with one department—like procurement or project management—and build from there.