Hi Everyone!

Next week, I’m thrilled to share that I’ll be attending IT Nation in Orlando, ConnectWise’s annual conference! This year promises to be packed with insights, innovations, and industry connections. And in an exciting twist, Tony Hawk is the keynote speaker.
I wonder what he’s up to these days. 😅

In other news, thank you all for the fantastic response to my YouTube channel. I’ve loved seeing your comments and feedback on the content. This week, I’ll be posting a video diving into my favorite ConnectWise tips and tricks, including a few time-saving techniques that might just change your day-to-day workflow.

As we gear up for IT Nation next week, one of the most talked-about topics will be ASIO—ConnectWise’s new platform designed to centralize and streamline your operations. ConnectWise is placing a big focus on ASIO at the event, with dedicated sessions, Q&As, and expert speakers covering all aspects of this next-generation platform.

Since ConnectWise is heavily advocating ASIO, I highly recommend ensuring that your organization has ASIO activated and ready to go. Take some time to explore two powerful new modules:

• Procurement Module: This tool makes it easier to manage purchases and streamline vendor communications, which can save time and reduce errors in your order processes.

• Project Management Module: Designed to optimize workflows, this module provides robust features for tracking, collaboration, and real-time insights, essential for any team handling complex projects.

We’ve covered getting set up with ASIO before, but it bears repeating. See the link below for how to get set up in your environment:

• 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

🚀 New on the YouTube Channel! 

“Efficient Receiving in ConnectWise PSA”

This week’s video is a must-watch if you’re looking to speed up your receiving process in ConnectWise. I break down two ways to handle product receiving—both the classic, detailed way and a fast-track method using the Receiving Screen that saves tons of time.
 
Check out the video now to learn how to simplify your ConnectWise experience and keep your procurement running smoothly.

Since you’ve gone through all that trouble to set up SSO to enable ASIO, what else can you do now that you have SSO turned on in your ConnectWise PSA System?

Well, this week we are looking at ConnectWise Sidekick - an AI add-on to ConnectWise PSA. In their own words, it’s “Powerful PSA Machine Learning and AI.”

The biggest benefit I see is on the Service Ticket side - where it can ‘learn’ and suggest the Type, Subtype, and Item for your ticket, as well as do a customer sentiment analysis.

So what do you need to enable this?

Well, you’re going to need a SEPARATE, ADDITIONAL ConnectWise Sidekick subscription.
This involves talking to your Account Manager, and at the time of writing this, I haven’t heard back on pricing yet ☹️ 
But don’t let that hold you back - if you’ve got big plans for your ConnectWise AI Journey, keep reading below.

Resources to Get Started:

• Live Demo of ConnectWise Sidekick to see it in action.

• Frequently Asked Questions (FAQs) for more information on Sidekick functionality, setup, and troubleshooting.

• Getting Started Guide

I haven’t seen this in action yet, so if you do have Sidekick enabled, please let me know!
I would love to hear your feedback.

That’s all for this week’s updates. If you’re also going to be at IT Nation next week, let me know and we can make some time to connect!
Looking forward to connecting, sharing insights, and diving into all the latest from ConnectWise.