Warren Averett Technology Group Gains Efficiency with MSPCFO
800+ EMPLOYEES
15 offices
FOUNDED
1972
Southeast's
6th Largest Firm
800+ EMPLOYEES
15 offices
FOUNDED
1972
Southeast's 6th
Largest Firm
Warren Averett Technology Group
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Recently promoted Warren Averett Technology Group Administrative Service Manager Katherine Gray found trying to parse the information she needed and prepare reports and forecasts from her ConnectWise data time-consuming and less than enlightening. She spent too much time building external databases, exporting data, and finding SQL workarounds. She needed a solution that enabled her to quickly view, collate, and analyze her PSA data at a granular, actionable level.
Efficiency Pain Points Leading Warren Averett Technology
- Complicated, multi-step process for mining ConnectWise data
- Counterintuitive methods for “peeling the onion” to uncover the insights within
- Technical, intensive applications that make data inaccessible to decision makers
- Cumbersome reporting and limited visibility of key data
Recently promoted Warren Averett Technology Group Administrative Service Manager Katherine Gray found trying to parse the information she needed and prepare reports and forecasts from her ConnectWise data time-consuming and less than enlightening. She spent too much time building external databases, exporting data, and finding SQL workarounds. She needed a solution that enabled her to quickly view, collate, and analyze her PSA data at a granular, actionable level.
He needed a system that could point him to the right type of client and show him how to make unprofitable fixed-fee agreements start pulling their own weight.
Efficiency Pain Points Leading Warren Averett Technology
- Complicated, multi-step process for mining ConnectWise data
- Counterintuitive methods for “peeling the onion” to uncover the insights within
- Technical, intensive applications that make data inaccessible to decision makers
- Cumbersome reporting and limited visibility of key data
Recently promoted Warren Averett Technology Group Administrative Service Manager Katherine Gray found trying to parse the information she needed and prepare reports and forecasts from her ConnectWise data time-consuming and less than enlightening. She spent too much time building external databases, exporting data, and finding SQL workarounds. She needed a solution that enabled her to quickly view, collate, and analyze her PSA data at a granular, actionable level.
Efficiency Pain Points Leading Warren Averett Technology
- Complicated, multi-step process for mining ConnectWise data
- Counterintuitive methods for “peeling the onion” to uncover the insights within
- Technical, intensive applications that make data inaccessible to decision makers
- Cumbersome reporting and limited visibility of key data
Conversions
Increased revenue by upselling existing clients
25 Hours Saved per Month
No SQL, no data exports; simple report generation
Service
Added services for underserved clients to mitigate flight risk
Analyzed engineering time use and added training to eliminate inefficiencies
Conversions
Increased revenue by upselling existing clients
25 Hours Saved Per Month
No SQL, no data exports; simple report generation
Service
Added services for underserved clients to mitigate flight risk
Streamlined Operations
Analyzed engineering time use and added training to eliminate inefficiencies
Katherine learned about MSPCFO from a co-worker and jumped at the chance to set up a demonstration. As a former engineer and business analyst with the company, she quickly saw the advantages of being able to drill into each fixed-fee agreement, client SLA, and engineering workflow.
How Warren Averett uses MSPCFO reports for Day-to-Day
She now uses MSPCFO’s pre-built, real-time reports to find new revenue streams, increase client lifetime value, and save almost a full working day every week formerly spent on report creation. Here are four important ways her team uses these reports weekly:
- Tracking agreement profitability by comparing hours devoted to hours targeted to maintain the service level and identify the reasons if profit targets are missed
- Performing quick account “health checks” using the MSPCFO dashboard to identify service areas and clients that underperform
- Capitalizing on upselling opportunities. A recent initiative converted 50% of sub-par accounts to profitability by upgrading them to new contracts with additional services
- Retaining profitable clients by suggesting more complete use of the services they pay for so they can justify their relationship with Warren Averett
Katherine learned about MSPCFO from a co-worker and jumped at the chance to set up a demonstration. As a former engineer and business analyst with the company, she quickly saw the advantages of being able to drill into each fixed-fee agreement, client SLA, and engineering workflow.
“If you really want to deep dive into your profitability by agreement, employees’ projects, how you’re hitting or why you’re missing your targets, and where opportunities for growth exist, you have to take a more granular look, and it is essential to have MSPCFO,” Katherine notes.
How Warren Averett Uses MSPCFO Reports
She now uses MSPCFO’s pre-built, real-time reports to find new revenue streams, increase client lifetime value, and save almost a full working day every week formerly spent on report creation.
Here are four important ways her team uses these reports:
- Tracking agreement profitability by comparing hours devoted to hours targeted to maintain the service level and identify the reasons if profit targets are missed
- Performing quick account “health checks” using the MSPCFO dashboard to identify service areas and clients that underperform
- Capitalizing on upselling opportunities. A recent initiative converted 50% of sub-par accounts to profitability by upgrading them to new contracts with additional services
- Retaining profitable clients by suggesting more complete use of the services they pay for so they can justify their relationship with Warren Averett
Katherine learned about MSPCFO from a co-worker and jumped at the chance to set up a demonstration. As a former engineer and business analyst with the company, she quickly saw the advantages of being able to drill into each fixed-fee agreement, client SLA, and engineering workflow.
How Warren Averett uses MSPCFO reports for Day-to-Day
She now uses MSPCFO’s pre-built, real-time reports to find new revenue streams, increase client lifetime value, and save almost a full working day every week formerly spent on report creation. Here are four important ways her team uses these reports weekly:
- Tracking agreement profitability by comparing hours devoted to hours targeted to maintain the service level and identify the reasons if profit targets are missed
- Performing quick account “health checks” using the MSPCFO dashboard to identify service areas and clients that underperform
- Capitalizing on upselling opportunities. A recent initiative converted 50% of sub-par accounts to profitability by upgrading them to new contracts with additional services
- Retaining profitable clients by suggesting more complete use of the services they pay for so they can justify their relationship with Warren Averett
Award-Winning Solutions and Dedication to MSPs
2022
Partner Advocate Award
2022
Partner Innovation Award
2021
Launch of the Autotask Integration
2020
Connectwise Evolve Community
Influencer
2019
IT Nation Evolve
Content Champion
9+
Years Helping
MSPs Increase
Profitability and Improve Efficiency
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