Success Stories

Connectwise Manage Consulting Heros

The stories below represent the real heroes in the business journey: our clients. Read about how they found the success they’ve been longing for through proven ConnectWise Manage consulting services. 

Jim Millican

on Visionary 360 Consulting Services

I cannot emphasize too much the importance of having engaged Visionary 360 three years ago. From the overhaul of our accounting integrations, to properly setting up our service boards, V360 has catapulted Ashton into a higher performing IT services provider. We have fewer mistakes in time entry which lead to better, more accurate invoices with less client push back and complaints. Further, our service delivery has become more efficient, standardized, and repeatable since we completely redesigned our service delivery processes based on V360 best practices. There is no question that our business has grown from our relationship. Thanks Don and Matt for your help in making Ashton a growing success!

Ashton Technology Solutions, Ohio, USA

Wil Buchanan

on Visionary 360 Consulting Services

Visionary 360 was great, start to finish, on our CoA alignment. Before reaching out to them, we weighed out the costs/benefits of doing this work in-house, and in the end, thought it wise to have the folks at V360 do the work of aligning ConnectWise and QuickBooks to a standard Service-Leadership (SLI) format. That ended up being a great decision. It would have taken us 3 times as long to get it half right. Thanks guys!

Philantech3, Washington, USA

Steve Quinn

Benchmark Logo Visionary360 Partner

on Visionary 360 Consulting Services

“Visionary 360 brings a great mix of knowledge to the table. Our firm is experiencing rapid growth, and the team at Visionary 360 has delivered powerful contributions to both our use of ConnectWise as well as the sophistication of our accounting system. This has been instrumental in our enhanced ability to use metrics to manage our business.”

Benchmark Information Technology, California, USA

Michael Einbinder-Schatz

Jobecca Logo Visionary360 Partner

on Visionary 360 Consulting Services

“The work we’ve done with Visionary 360 has produced a lot of benefit in the financial arena. We have structures in place with the delineated code set that we’ve worked on together, we have a better process in taking our tickets from ‘completed’ to ‘closed’, and we’re viewing time sheets and issuing invoices far more quickly. I think businesses that are not quite getting what they should out of their ConnectWise® usage should seriously consider talking to Visionary 360, because they can truly make a big difference.

Manager, Network Services
Jobecca Technology Group, LLC - Bristol, PA, USA

Nick Hemmert

Ability Logo Visionary360 Partner

on Visionary 360 Consulting Services

“Visionary 360 – a virtual team member that took care of all the aspects of what we needed to combine: the quoting tools, the RMM tools, and ConnectWise® configuration. Visionary 360 came in; they had a formulated project plan, they followed the project plan, and touched upon all areas of the back of the house: accounting, financial reporting, service responses, the automation of the sales process. We walked through a lot of aspects of ConnectWise® and how our third-party vendors would integrate with those tools. I would absolutely refer Visionary 360’s services to other ConnectWise® partners.”

President & CEO
Ability To... - Denver, CO USA

Abbie Hosta

Accellis Logo Visionary360 Partner

on Visionary 360 Consulting Services

“Visionary 360 has played a significant role in our company’s ability to grow into one of the top Managed Service providers in the industry. They understood our needs and helped us configure ConnectWise and QuickBooks in a way that not only allowed us to streamline our daily workflow, but also allowed for scalability as well as insights into the profitability and efficiency across departments. After many years of working together, I can honestly say that hiring Visionary 360 was one of the best decisions I’ve made. I have more confidence in them than almost any other company I have worked with. Visionary 360 would be a tremendous asset to any IT firm.”

Marketing & Operations Manager
Accellis - Cleveland, OH

Tim Meador

Synergisdic Logo Visionary360 Partner

on Visionary 360 Consulting Services

“We started with Connectwise over a year ago. I soon realized that without significant help, it would take quite some time to get it operational. After consulting with peers, I learned about Visionary 360. After a Connectwise assessment from Visionary 360, I received a proposal. Although the proposal seemed excessive in terms of the scope, I decided to move forward and agreed to work with Visionary 360. It is not often that I feel you get what you pay for. The investment we made in Visionary 360 was extremely worthwhile. The consulting covered so many aspects beyond Connectwise. Not only do we now have a PSA system that has built in automation and will help us grow, but also a consistency across our chart of accounts and other areas of the business. We are even establishing some procedures for different processes that before I never even realized the importance. All in all, Visionary 360 has and is re-defining many of the ways we are building our business.

SynergISDic - Texas, USA

John Tate

Snapstreak Logo Visionary360 Partner

on Visionary 360 Consulting Services

“The integration setup you helped us with instantly caught $238 in monthly revenue. That’s an instant $2,856 more in yearly revenue. Luckily it wasn’t more. We have been using ConnectWise since 2005 and have never had it as automated and productive as it is today. Knowing what I know now, this should have been done years ago. Countless hours, productivity, and revenue had been slowly leaking away for 10 years. Now all that is fixed. I also have to comment that just yesterday, I closed a sale that was agreement based, and for the first time went from QuoteWerks, to Opportunity, to Agreement, One smooth process. Done and ready to bill in under 30 minutes. Sweet!”

Snap Streak - Texas, USA

Wayne Klug

Spectrum Logo Visionary360 Partner

on Visionary 360 Consulting Services

“For several years, we struggled to make efficient use of ConnectWise. Visionary 360 was a great help to us in automating manual processes and producing enhanced integration between ConnectWise, Quickbooks, Kaseya, and other solution providers we work with. Visionary 360 also helped us to implement QuoteWerks. The help that they provided to Spectrum will save us at least 10-15 hours per month. Thank you for the great help, expert knowledge, and for sharing your best practices with us to make us a more efficient and profitable MSP!”

Spectrum Technology Solutions - Arizona, USA

John Paul Clancy

Offsite Spectrum Logo Visionary360 Partner

on Visionary 360 Consulting Services

“We tried with very limited success several other business consultants before finding Visionary 360. Their combination of business acumen, accounting knowledge, and practical experience makes them a rare find. They were able to help us streamline our operational and sales tools to make our team more efficient and our company more profitable.”

Offsite IT - California, USA

Edith Almanza

Sanforce Logo Visionary360 Partner

on Visionary 360 Consulting Services

“As a start-up company it is often difficult to see the forest through the trees, and there is not a lot of time to contemplate either. Visionary 360 was able to guide us and implement our PSA with their outstanding knowledge of business processes. I’m impressed in how efficient the service is and how much we’ve benefited from our sessions. The personal business insight that the Visionary 360 team possesses is refreshing, extremely candid and inspiring. Their passion for what they do is evident in every call, meeting and email. I really feel like they are one of the team and that makes all the difference.”

Finance Manager
Sanforce - Florida, USA

Joe Presto

Desktop Guerrilas Visionary360 Partner

on Visionary 360 Consulting Services

“Working with Visionary 360 was easily one of the smartest choices I made in my ConnectWise implementation. They helped with an overhaul of our accounting processes and set up ConnectWise in the best manner possible. They solved issues that ConnectWise themselves couldn’t address.”

Desktop Guerrillas - Connecticut, USA

Scott Scrogin

HTG Logo Visionary360 Partner

on Visionary 360 Consulting Services

“Working with Visionary 360 helped HTG achieve our goals for configuring ConnectWise with QuickBooks faster, more easily and very effectively. They helped us mold ConnectWise into a workable solution for our membership organization. Their methodology was well thought-out and helped our team work with them in a positive way.”

HTG Peer Groups - Iowa, USA

Kristen Velasco

Joomconnect Logo Visionary360 Partner

on Visionary 360 Accounting Consultation

“I have had the pleasure of working with Visionary 360 on a project that was designed for the purposes of tracking Employee time. The spreadsheet that they created syncs from ConnectWise and QuickBooks allowing an employer to see actual employee costs per department and/or specific project. In the meetings, they were always professional and explained the processes they was going through and what each action would do in the end. They even taught me a few tricks along the way. Working with them truly was thought provoking.”


Dan Balter

Infotech Logo Visionary360 Partner

on Visionary 360 Consulting Services

“The services we have received from Visionary 360 have been instrumental in helping us to set up ConnectWise correctly, the first time, for our 21-year old IT services firm. Not only have they assisted with the entire ConnectWise implementation, but their business insight and vast experience have enabled us to improve our overall policies and processes so that we can be more effective, more efficient, and more profitable. Their team is extremely intelligent and very easy to work with. I highly recommend Visionary 360 to any IT services organization that is looking to standardize and improve its operations and its overall bottom line.”

Vice President
InfoTech Services Group, Inc. , California, USA

Leslie Babel

Digital Fire Logo Visionary360 Partner

on Visionary 360 Consulting Services

“DigitalFire Inc. recently hired Visionary 360 to help us take ConnectWise and indeed our business to the next level. We had been using ConnectWise but felt that we were not fully taking advantage of its capabilities. We were looking at the prospect of long arduous hours fiddling with, testing and learning the nitty gritty details of all the ConnectWise features. We thought – we could do it ourselves over several months, or we could just hire Visionary 360 – so we hired them. They made an immediate difference in our daily business lives, adding efficiencies that went straight to our bottom line. But more then just ConnectWise consulting, they provided IT BUSINESS Consulting with ConnectWise as the implementation vehicle. We made months of progress in just two weeks. Our customers love it, our staff loves it and I as the owner love it. We’re hooked and we will continue to use Visionary 360 to ensure that we are ALWAYS improving our business process.”

Digital Fire, Inc. , Ontario, Canada

Brent F. Goodfellow

One Thec Logo Visionary360 Partner

on Visionary 360 Consulting Services

“Visionary 360 knows ConnectWise and QuickBooks inside out and knows how they work together. Their services saved hours of trying to dig up the right information to get the integration working and working right.”

One Tech, LLC , Oregon, USA

Ashley Morrison

Omnipothec Logo Visionary360 Partner

on Visionary 360 Consulting Services

“Visionary 360 was a God-send in helping us reconfigure our ConnectWise to QuickBooks setup and mapping. They have incredible knowledge of both products that really helped us to streamline our processes and become much more efficient. We still rely on them when we have a new need. We look forward to continuing to work with Visionary 360.”


Whitney Robertson

Tri Fineon Logo Visionary360 Partner

on Visionary 360 Consulting Services

“If you are new to ConnectWise or a long time user and want to maximize on usage as well your investment, look no further, trust me just give Visionary 360 a call. Their services had our company up and running in no time and even doing things we never imagined doing. Partners help each other out!”

Manager, Network Services
Trifineon Solutions, Toronto, Canada

Chris Chase

Directive Logo Visionary360 Partner

on Visionary 360 Consulting Services

The team at Visionary 360 has the rare ability to visualize the flow of processes from ConnectWise all the way out to your accounting system and what the impact will be across the board. We now have a chart of accounts we can use to measure our business against industry standards and it’s easy to do with what I call “The Magic Spreadsheet” they provide. Working with Visionary 360 continues to be a great experience. They give us the ability to have an in-depth view of our business. I’d highly recommend their services.




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