SlideShare a Scribd company logo
January 16, 2020
You cant manage what you don’t measure
3
1. Mission
2. Our Story…
3. What is CWDash
4. Special guest: Dave Sobel – MSP Radio
3
Help MSPs Grow: by providing tools
and other product solutions.
Why does this business exist?
Thanks to our sponsors…
4
The Story
2008
2 0 0 8
Management demanded BI
& dashboarding
2
2016
2 0 1 6
Moved to Free
1999
1 9 9 9
Large Acquisition: Grew 3x
Pre Y2k
1993
1 9 9 3
Founded MSP &
AppDev firm
2007
2 0 0 7
Onboarded new
platforms
2019
2 0 2 0 - Q 1
6,000+ MSPs and
20,000+ MSP Prospects
2009
2 0 0 9
Peers demand bring
to market
2010
2 0 1 0
Went to market
ConnectWise Manage:
Dashboard Platform
2015
2 0 1 5
Vendors asked
to advertise
2018
2 0 1 8
3,000+ MSPs
2019
2 0 1 9
MSP portion Forza acquired by
Joe Pannone >
Bus Dev in CT
The ConnectWise Manage: Business Intelligence
Platform
www.CWDash.com
The Simple and Light Dashboard for Kaseya
RMM
www.KasDash.com
ForzaDash Currently has 2 Free Apps for MSPs:
… with more apps to follow…
• 24k partners, 161k users, 6.5m EP, 215 Integration Partners
• $1.2B 2017 valuation, $243m Annual Revenue
• 79% rec. rev, 95% Retention, $313k avg +MRR, 67% Op Mar
• 2,000+ FTE
• Thoma Bravo acquired Feb 2019 for ~$1.5b
• IT Nation Connect 2019: >3,700 attendees
• Acquired Continuum and ITBoost
• 5k MSPs in 30 countries, 60k users > 500k businesses globally
• 10m End Points WW
• $30m in R&D in 2018 & 35% organic growth in 2018
• Net worth $100 mil/an growing 40% annually w/ EBITDA >20%
• Customer retention 95%
• Acquisitions 2018: Vorex, Unigma, Unitrends, RapidFire Tools,
Spanning & ITGlue
• Acquisitions 2019: ID Agent
• Valuation: $1.75b
• May 2019: PE $500m injection to fuel growth
CWDash
83%
KasDash
4%
Both
13%
4
What is ForzaDash?
6,000
WW MSPs
20,000
MSP Prospects
100+
New MSPs / Mo
ForzaDash Community
5
What is ForzaDash?
Poll #1
• Are you currently using CWDash? (On Prem / Cloud)
Using ConnectWise Cloud / Hosted?
» Cloud Data Access (Formerly: CloudConnect) allows ConnectWise
cloud partners direct (SQL)access to your ConnectWise data.
» Acquiring Cloud Data Access will allow you to use our CWDash
product.
» Contact your ConnectWise account manager
» If your account manager never heard of Cloud Data Access, they may
be new and tell them to ask their manager.
Pain Points
» CW Mange, need Real-Time BI/Dashboarding
» Once report is printed, its outdated
» How do you measure Performance?
» Technical
» Sales / Opportunities
» Hours worked
» Hours to Resolution (SLA)
» Ticket load
» Employee/Member Performance
» QBR/Client Summary Exhaustion
CWDash: The ConnectWise Manage
Business Intelligence Platform
» Easy and quick to install, in most cases less than 1 minute!
» Intuitive and easy to use
» Will not slow you down or interrupt your work flow
» Doesn’t download any of your data!
» increase the effectiveness of your business with existing
data
» Built with 75+ dashboards (panels)
» Customizable
» Easy to understand and little training needed
» Cloud version
» FREE – with sponsorship (Really.. Free.. No upsell)
Poll #2
Do you use another BI (Business Intelligence) Tool for
ConnectWise? (Multiple Choice)
• BrightGuage (Continuum/ConnectWise)
• ConnectSmart
• Domo
• Nilear
• MSPCFO
• New Haven Technologies
• Congnition 360
• Build our own
• None
• Other
Real-Time Business Intelligence …
Dashboards for all Department:
• Dispatch
• Operations
• Management
• Sales / Marketing
• Finance
• In the NOC
• NOT just Technicians!
Windows App Installed on:
• Workstations
• Laptops
• Large viewing Monitors
• Tablets
• Servers
How MSPs are Growing with ForzaDash
5
Top Used Panels
• Open tickets by service board
• Open tickets by age
• Open tickets by company
• Timesheet by day
• Open tickets by status
• Hours worked by member
• Tickets not acknowledged
Present
Offer
Make an offer / proposal and
send agreement.
Handle objections and close sale.
Reported conversation rates of >80%.
Close the Sale
8
Client / Member Review
• Need to see Client employee / member activity, summary or totals
• Export all information to Excel in moments
• Easy as 1 – 2 – 3
• For QBR / TBR
Poll #3
• Should CWDash continue to be free? (Single Choice)
Widgets
Poll #4
What do you think about the ConnectWise acquisition on Continuum?
1. Great, I think it will help ConnectWise and ultimately their partners
2. Ok, I saw it coming and I think it should be good
3. Wait and See, not sure, lets see what happens
4. Bad, I'm seriously considering moving away from ConnectWise
mspradio.com 20
Dave Sobel
• Founded HTG Peer Groups in Europe
• Founded CompTIA Mobility Community
• CompTIA Managed Services Exec Council
• CompTIA Vendor Advisory Council
• CompTIA Emerging Technology Exec
Council
• Host, Business of IT podcast
• Co-Host, Killing IT Podcast
Community
• 10 year owner
• Sold Business, ~85% revenue
retention 3 years later
• Finalist, Microsoft WW Partner of
the Year, Small Business Specialist
• Winner, ConnectWise Best New Idea
• Winner, Kaseya Cutting Edge Award
Solution Provider
• B.S. Computer Science
• Microsoft MVP, Virtualization
• Author, “Virtualization: Defined”
• Channel Partners, Top 20 Tech Thinkers
You Should Know
• Channel Pro 20/20 Visionary
• VAR Guy Top 50 Cloud Influencers
• Channelnomics Top Influencer
Technologist
• Helped sell two vendors
• MSP Mentor Top Execs to Watch
• CRN Channel Chief
• CRN UK A-List
• Channel Futures Circle of Excellence
Vendor
Technologist Solution
Provider
Community
Vendor
What are the new and
emerging ownership
models for the major
channel services
providers, and what do
they mean for MSPs?
mspradio.com 22
mspradio.com 23
Why do we care?
• Follow the money!
• Motivation is easy for tracking
companies
mspradio.com 24
mspradio.com 25
Want more?
Poll #5
Thoughts about ConnectWise acquisition on Continuum
after Dave’s slides:
1. Great, I think it will help ConnectWise and ultimately their partners
2. Ok, I saw it coming and I think it should be good
3. Wait and See, not sure, lets see what happens
4. Bad, I'm seriously considering moving away from ConnectWise
27
Lets have a F2F…..
Denver & Dallas: Forza Office
New Haven CT Forza Office
Can meet in CT, NYC & Boston
Now…
Late May into June
Odds and Ends
• Just about to release a new version…
CWDash v10 – Pre Release
Poll #5
Would you recommend CWDash to a colleague? (Single Choice)
CWDash: Takeaways and Differentiators
Takeaways:
1. Makes your MSP more efficient
2. Makes your MSP more profitable
3. Real Time Dashboard for ConnectWise Manage
Differentiators:
1. FREE with sponsorship
2. Light Windows App
3. Does not take your data
Call to action
Using CWDash?
• Dive deeper
• What else would you like to see?
• Install on many workstations
(move Key)
Don’t have CWDash?
• Goto www.cwdash.com click
“Get it”
• Complete survey and install
• Contact sales@cwdash.com for
walkthrough
32
THANKS!
Any questions?
You can find me at:
» sales@cwdash.com
» joe@forza.com
» www.cwdash.com
» Sponsorship?

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CWDash Workshop January 2020

  • 1. January 16, 2020 You cant manage what you don’t measure
  • 2. 3 1. Mission 2. Our Story… 3. What is CWDash 4. Special guest: Dave Sobel – MSP Radio
  • 3. 3 Help MSPs Grow: by providing tools and other product solutions. Why does this business exist?
  • 4. Thanks to our sponsors… 4
  • 5. The Story 2008 2 0 0 8 Management demanded BI & dashboarding 2 2016 2 0 1 6 Moved to Free 1999 1 9 9 9 Large Acquisition: Grew 3x Pre Y2k 1993 1 9 9 3 Founded MSP & AppDev firm 2007 2 0 0 7 Onboarded new platforms 2019 2 0 2 0 - Q 1 6,000+ MSPs and 20,000+ MSP Prospects 2009 2 0 0 9 Peers demand bring to market 2010 2 0 1 0 Went to market ConnectWise Manage: Dashboard Platform 2015 2 0 1 5 Vendors asked to advertise 2018 2 0 1 8 3,000+ MSPs 2019 2 0 1 9 MSP portion Forza acquired by Joe Pannone > Bus Dev in CT
  • 6. The ConnectWise Manage: Business Intelligence Platform www.CWDash.com The Simple and Light Dashboard for Kaseya RMM www.KasDash.com ForzaDash Currently has 2 Free Apps for MSPs: … with more apps to follow… • 24k partners, 161k users, 6.5m EP, 215 Integration Partners • $1.2B 2017 valuation, $243m Annual Revenue • 79% rec. rev, 95% Retention, $313k avg +MRR, 67% Op Mar • 2,000+ FTE • Thoma Bravo acquired Feb 2019 for ~$1.5b • IT Nation Connect 2019: >3,700 attendees • Acquired Continuum and ITBoost • 5k MSPs in 30 countries, 60k users > 500k businesses globally • 10m End Points WW • $30m in R&D in 2018 & 35% organic growth in 2018 • Net worth $100 mil/an growing 40% annually w/ EBITDA >20% • Customer retention 95% • Acquisitions 2018: Vorex, Unigma, Unitrends, RapidFire Tools, Spanning & ITGlue • Acquisitions 2019: ID Agent • Valuation: $1.75b • May 2019: PE $500m injection to fuel growth CWDash 83% KasDash 4% Both 13% 4 What is ForzaDash?
  • 7. 6,000 WW MSPs 20,000 MSP Prospects 100+ New MSPs / Mo ForzaDash Community 5 What is ForzaDash?
  • 8. Poll #1 • Are you currently using CWDash? (On Prem / Cloud)
  • 9. Using ConnectWise Cloud / Hosted? » Cloud Data Access (Formerly: CloudConnect) allows ConnectWise cloud partners direct (SQL)access to your ConnectWise data. » Acquiring Cloud Data Access will allow you to use our CWDash product. » Contact your ConnectWise account manager » If your account manager never heard of Cloud Data Access, they may be new and tell them to ask their manager.
  • 10. Pain Points » CW Mange, need Real-Time BI/Dashboarding » Once report is printed, its outdated » How do you measure Performance? » Technical » Sales / Opportunities » Hours worked » Hours to Resolution (SLA) » Ticket load » Employee/Member Performance » QBR/Client Summary Exhaustion
  • 11. CWDash: The ConnectWise Manage Business Intelligence Platform » Easy and quick to install, in most cases less than 1 minute! » Intuitive and easy to use » Will not slow you down or interrupt your work flow » Doesn’t download any of your data! » increase the effectiveness of your business with existing data » Built with 75+ dashboards (panels) » Customizable » Easy to understand and little training needed » Cloud version » FREE – with sponsorship (Really.. Free.. No upsell)
  • 12. Poll #2 Do you use another BI (Business Intelligence) Tool for ConnectWise? (Multiple Choice) • BrightGuage (Continuum/ConnectWise) • ConnectSmart • Domo • Nilear • MSPCFO • New Haven Technologies • Congnition 360 • Build our own • None • Other
  • 13. Real-Time Business Intelligence … Dashboards for all Department: • Dispatch • Operations • Management • Sales / Marketing • Finance • In the NOC • NOT just Technicians! Windows App Installed on: • Workstations • Laptops • Large viewing Monitors • Tablets • Servers How MSPs are Growing with ForzaDash 5
  • 14.
  • 15. Top Used Panels • Open tickets by service board • Open tickets by age • Open tickets by company • Timesheet by day • Open tickets by status • Hours worked by member • Tickets not acknowledged
  • 16. Present Offer Make an offer / proposal and send agreement. Handle objections and close sale. Reported conversation rates of >80%. Close the Sale 8 Client / Member Review • Need to see Client employee / member activity, summary or totals • Export all information to Excel in moments • Easy as 1 – 2 – 3 • For QBR / TBR
  • 17. Poll #3 • Should CWDash continue to be free? (Single Choice)
  • 19. Poll #4 What do you think about the ConnectWise acquisition on Continuum? 1. Great, I think it will help ConnectWise and ultimately their partners 2. Ok, I saw it coming and I think it should be good 3. Wait and See, not sure, lets see what happens 4. Bad, I'm seriously considering moving away from ConnectWise
  • 20. mspradio.com 20 Dave Sobel • Founded HTG Peer Groups in Europe • Founded CompTIA Mobility Community • CompTIA Managed Services Exec Council • CompTIA Vendor Advisory Council • CompTIA Emerging Technology Exec Council • Host, Business of IT podcast • Co-Host, Killing IT Podcast Community • 10 year owner • Sold Business, ~85% revenue retention 3 years later • Finalist, Microsoft WW Partner of the Year, Small Business Specialist • Winner, ConnectWise Best New Idea • Winner, Kaseya Cutting Edge Award Solution Provider • B.S. Computer Science • Microsoft MVP, Virtualization • Author, “Virtualization: Defined” • Channel Partners, Top 20 Tech Thinkers You Should Know • Channel Pro 20/20 Visionary • VAR Guy Top 50 Cloud Influencers • Channelnomics Top Influencer Technologist • Helped sell two vendors • MSP Mentor Top Execs to Watch • CRN Channel Chief • CRN UK A-List • Channel Futures Circle of Excellence Vendor Technologist Solution Provider Community Vendor
  • 21. What are the new and emerging ownership models for the major channel services providers, and what do they mean for MSPs?
  • 23. mspradio.com 23 Why do we care? • Follow the money! • Motivation is easy for tracking companies
  • 26. Poll #5 Thoughts about ConnectWise acquisition on Continuum after Dave’s slides: 1. Great, I think it will help ConnectWise and ultimately their partners 2. Ok, I saw it coming and I think it should be good 3. Wait and See, not sure, lets see what happens 4. Bad, I'm seriously considering moving away from ConnectWise
  • 27. 27 Lets have a F2F….. Denver & Dallas: Forza Office New Haven CT Forza Office Can meet in CT, NYC & Boston Now… Late May into June
  • 28. Odds and Ends • Just about to release a new version…
  • 29. CWDash v10 – Pre Release
  • 30. Poll #5 Would you recommend CWDash to a colleague? (Single Choice)
  • 31. CWDash: Takeaways and Differentiators Takeaways: 1. Makes your MSP more efficient 2. Makes your MSP more profitable 3. Real Time Dashboard for ConnectWise Manage Differentiators: 1. FREE with sponsorship 2. Light Windows App 3. Does not take your data
  • 32. Call to action Using CWDash? • Dive deeper • What else would you like to see? • Install on many workstations (move Key) Don’t have CWDash? • Goto www.cwdash.com click “Get it” • Complete survey and install • Contact sales@cwdash.com for walkthrough 32
  • 33. THANKS! Any questions? You can find me at: » sales@cwdash.com » joe@forza.com » www.cwdash.com » Sponsorship?

Editor's Notes

  1. Start YOUTube!