Hey there! 👋

This week, we’re diving into the new ASIO platform in Connectwise and exploring the latest Project Management and Procurement Screens. It’s an exciting update that can help streamline your operations even further!

In our A.I. section, I’ve got a great recommendation for Contract Management that you won't want to miss. 🤖

Hope you're enjoying the quieter days of August – it's the perfect time to brush up on processes and ensure everyone in your team is using Connectwise effectively. 📅 Remember, you can enroll anyone from your organization for free in any of our online learning courses. Click here to enroll! 🎓

If you have any issues enrolling, just email me directly, and I’ll make sure your team gets enrolled in the courses they need. 📧

Are you setup with the new ASIO screens? If so, you can take a look at the new, reimagined views for Project Management and Procurement.

To get set up with ASIO, you need to be:

1. A Cloud Based User of Connectwise (not an On Premise User)

2. Using SSO

I would HIGHLY recommend switching over to SSO sooner rather than later, to be able to view the new screens and take advantage of the new features. If you’re having trouble enabling ASIO, you can Book a Call with me to get it sorted.

Has your organization already switched over to the new ASIO screens?
Let me know what you think about them!

In my world, I don’t have to worry about too many contracts. Most of the time, there’s a high-level Scope of Work and an NDA, and that’s it.
However, I was finding that even these few contracts were starting to get unruly when I was looking at multiple clients over time.

I’ve been testing out Juro, an A.I. Powered Contract Management App. So far, it’s still a bit too feature rich for me, but I can see it adding value to your teams.

Here are the top three benefits I see from implementing a centralized, A.I. Contract Management Tool:

Automated Contract Management: Having one system taking care of the whole contract lifecycle, cutting down on those pesky admin tasks so you can free up your Sales and Service Teams.

AI-Powered Insights: With A.I. helping to draft, review, and summarize contracts, you can avoid mistakes and keep everything compliant—perfect for handling multiple clients and projects. Plus, you can ensure you aren’t missing anything critical in your contracts (like Payment Terms!)

Efficiency with a Smaller Team: Juro streamlines processes so you can get more done with fewer people, saving on costs without sacrificing productivity. As many of you are continuing to scale and grow, you’re finding it difficult to hire employees. This will enable growth without the additional headcount.

That's all for this week! If there's anything different you'd like to see, or if you want more product or A.I. tips, just let me know. Your feedback is always appreciated.