Projects
Weekly status for every active project, with the board, decisions and actions, and data quality for the Account Services and Project Weekly meeting.
Open opportunities on the ConnectWise Project Opportunities board, sized and assessed from each client's scope folders.
Committed projects and sized opportunities placed on the project team's calendars, with what-if controls for each engineer.
Every project since 2022 with its original scoped, approved and actual hours, by category, client, project manager, engineer and year.
Clients
A briefing on every client we support, with their account manager read live from ConnectWise.
The network at every Prestige and Hypercare building, from the internet circuit to the access point, as of the collector's last run.
What each client pays for in Microsoft 365 and Azure, and what is worth a second look. Open to leadership, the controller and the account managers.
Each client's approved parts with live Ingram price and stock, replacements when a part runs out, and a recheck before a quote is approved. Open to client services.