

Missing a critical error at any stage of the game can be detrimental missing it during onboarding is simply unacceptable. No more combing through reports or visiting each desktop to find out what’s there and what’s not.
#CONNECTWISE DESKTOP CLIENT FAILS INSTALL#
Using some simple logic, the ConnectWise Automate script engine can easily search for missing or outdated software and then install or update accordingly. You can automate this task in ConnectWise Automate. You’ll need to make sure common applications, such as Adobe and Java, are installed and updated. Follow that up by deploying desktop optimization software, such as CCleaner, to get those systems running smoothly without a technician ever having to touch a single desktop. As part of the security rollout, you’ll also want to deploy a second opinion scanner, such as HitmanPro, to automatically scan for and remediate any security issues your AV software might miss. Optimize and secure endpointsĬonnectWise Automate detects more than 40 different antivirus (AV) vendors, so let ConnectWise Automate handle the AV rip and replace process. Let's look at some of the places you can shave a few hours from the client onboarding process.
#CONNECTWISE DESKTOP CLIENT FAILS MANUAL#
Using an IT automation platform, such as ConnectWise Automate®, can cut hours off of the manual engineering tasks many of us still do today. Outline every step that has to take place from the date the contract is signed to service go-live. I can’t stress this enough a templated project plan is key to transforming your client onboarding process from mass chaos to a seamless, automated process. I'm always surprised to learn just how many people fail to use a project plan. To make sure your client relationship starts off on the right foot (sorry lefties), you just need to follow a few simple steps.

And if you don’t deliver on promises that were made during the sales process, what impression do you think they’ll be left with?

It’s when first impressions are formed impressions that could have a lasting impact. Onboarding is the first time new clients get to see how you operate.
