The Hidden Layer Killing Your MSP's Efficiency (And How to Fix It)
Every MSP knows the feeling: you've invested thousands in the perfect tech stack, your automation is humming along nicely, and your team knows the...
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Sometimes tools define best practices rather than best practices defining the tools. Today’s case in point: a typical ConnectWise Automate user report. A strong case of why most MSP-focused tools shouldn’t drive client reporting.
Though this Automate report is often sent to clients to show them that your firm is working for them, the question is really what is this report really saying? Does it:
Is there anything in this report that will help them save money, improve efficiency or help grow their business?
While this report helps document your efforts, it doesn’t help your client understand their environment, make business decisions or even assess your qualities as a managed services provider. In short, it doesn’t provide transparency to your operations.
Just because reports can be sent to clients, doesn’t mean they should be. Client reporting should be done for the benefit of the client to:
It’s important to present clients information. But there is a difference between data (like the Automate report) and information. It’s important that MSPs view their reporting from their client’s perspective and then drive reporting based on their need rather than what tools provide.
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