ConnectWise Consulting

ConnectWise consulting from people who've
run an MSP.

We help MSPs, MSSPs, and M&A teams make ConnectWise the operating system they run on.

CATAPULT brings real MSP operator experience to ConnectWise consulting. We help MSPs, MSSPs, Voice, Security, and M&A organizations design stronger processes, implement automation, and gain the visibility needed to turn ConnectWise into the operating system of their business.

Where Are You On Your Journey?

Arriving

Arriving

Arriving on ConnectWise

New to ConnectWise with a pile of legacy data to bring across? We extract it, clean it, and land it structured — so you start on solid ground instead of inherited mess.

Explore

Merging

Merging

Merging Environments

Combining two or more companies and their systems don't agree on anything? We reconcile the mismatches and merge it into one clean ConnectWise environment — no collisions, no lost history.

Explore

Operating

Operating

Operating & Optimizing

Live on ConnectWise but your processes haven't kept up? We bring the methodologies that turn a working instance into an efficient one — less friction, more throughput.

Explore

Automating

Automating

Automating the Busywork

Still doing by hand what software should handle? We architect the automations that take the repetitive work off your team — so you scale output without scaling headcount.

Explore

The Framework

The operating system for your ConnectWise practice.

CATAPULT OS is our holistic approach to optimizing operations and integration with ConnectWise — bringing together the proven methods, process flows, programming, metrics, and automation that make the whole platform work as one.

The result is a ConnectWise environment that runs cleaner, scales without chaos, and stops leaking time and margin.

01

Methodologies

Over 40 proven methods that produce measurable results.

02

Process Flows

Detailed process flows, ready to share and use.

03

Programming

The right settings in the right places.

04

Metrics

Real-time dashboards that keep you in the know.

06

Tips & Tricks

Leverage the hidden powers of the platforms.

The Full ConnectWise Ecosystem

Every corner of ConnectWise, optimized to work as one.

From the first sales touch to AI-driven automation, ConnectWise touches every part of how your MSP runs. We optimize each ConnectWise area — and the connections between them — so the whole operation moves as one system instead of six disconnected tools.

ConnectWise Sales

Build a scalable, repeatable sales engine in ConnectWise with clear visibility from lead to close — so MSP growth doesn't depend on guesswork.

Quote & SOW

Create structured, accurate quotes and statements of work that protect margin, set clear client expectations, and flow directly into service delivery.

Project Management

Run ConnectWise projects with precision — time-tracked, templated, and fully aligned with your team and client outcomes.

Service Delivery

Streamline how work moves through ConnectWise — build dispatch logic, enforce SLAs, and deliver faster with less noise and more accountability.

Application & Platform Integrations

Unify your tools. Make ConnectWise integrate seamlessly with your MSP stack — no more silos, duplicate data, or disconnected workflows.

AI Automation

Go beyond duct-taped triggers. Architect intelligent, stable ConnectWise automations that save time, reduce rework, and drive scale.

ConnectWise Assessment for MSPs

You can't fix your ConnectWise until you can see the data.

Before we touch a single workflow, SMARTinsight™ analyzes your ConnectWise data and shows you exactly where revenue is leaking, where data is drifting, and what it's costing your MSP. The assessment findings become the roadmap for every ConnectWise fix that follows.

Explore SMARTinsight — ConnectWise Data Assessment

See it

SMARTinsight — ConnectWise Assessment

The data-driven ConnectWise assessment that surfaces what's really happening inside your PSA.

Fix it

CATAPULT — ConnectWise Consulting

Senior ConnectWise expertise put to work on exactly what the assessment uncovered.

ConnectWise Consulting for MSPs

Know what's broken? Here's how we fix your ConnectWise.

Three ways to put senior ConnectWise expertise to work for your MSP, from always-on PSA support to a full two-day workflow overhaul. Choose the ConnectWise consulting model that matches where your business is today.

Always-on However much you need All-at-once
ConnectWise consultants planning an MSP optimization project at a whiteboard
Targeted projects & optimization

Flexible ConnectWise Consulting

Block-time ConnectWise consulting on your terms, apply hours to strategy, PSA optimization, team training, or hands-on fixes. Spend them however and whenever you need, with senior ConnectWise guidance at every step.

Schedule a call
MSP team in a hands-on ConnectWise workflow and automation workshop
Full ConnectWise overhaul

CATAPULT Live — ConnectWise Workshop

A two-day annual workshop that transforms your MSP fast, hands-on with proven ConnectWise processes, workflows, and automation. You leave with real changes implemented and a team that understands the why behind them.

Explore CATAPULT Live

AI for MSPs · MSP → AIMSP

Run your MSP around the work that actually gets done.

A modern MSP doesn't get all of its work done by engineers. Automation, managed partners, and people all contribute. But most MSP metrics still center on human hours — making it difficult to see the full amount of work your operation actually gets done.

AIMSP closes that gap: an operating model for running and measuring an MSP by the work the entire operation gets done — automation, partners, and people combined.

How the model works

1

Work goes where it belongs

Routine work can be handled by automation and managed partners, while people focus on the work that requires judgment, expertise, and oversight.

2

People focus on human work

Engineers spend more of their time on complex issues, judgment, oversight, and building the systems that allow the operation to handle more.

3

You measure the whole operation

Instead of measuring only human hours, you measure the work completed by automation, partners, and people — and the value that work creates.

How you measure it

ARI — Autonomy Readiness Index

Start by measuring where you are.

ARI reads your ConnectWise history to show how work is currently handled across people, automation, and managed partners — and what that work represents in labor value. It gives you a baseline for where your operation can go next.

THE CORE IDEA

If the work gets done, it should count.

AIMSP measures the work handled by people, automation, and partners — not just the hours your engineers spend.

People + Automation + Partners = The whole operation
1 MEASURE Understand how your operation works today
→
2 VALUE Put a value on the work getting done
→
3 OPTIMIZE Run more of the operation around what creates value
Measure Your MSP

Start with your ConnectWise history and see what your operation is really getting done.

Why MSPs Work With Us

Trusted by MSPs who run on ConnectWise.

All Testimonials →
“You've become a trusted mentor and subject matter expert to many of us in the MTSP community — freely sharing your knowledge with no expectation of anything in return. Bottom line: we're a better business, and I'm a better leader, because of you and Decision Digital.”
Don B.
President — MTSP Organization
“Your willingness to share your methodology — and your incredible ability to teach it — made for a genuinely worthwhile experience. We left educated, inspired, and ready to CATAPULT our ConnectWise implementation.”
Tony Z.
Director of Client Operations
“I came in knowing we'd take away good info. I didn't expect my list to be as long as it was. There's a lot to implement — and that's a great problem to have.”
Courtney A.
Director of Operations

Where to Go Deeper

You've seen the approach. Here's what to explore next.

The consulting is the backbone — but it connects to the rest of what we do. Depending on where you're headed, these are the natural next reads.

01

Moving or merging data

If a migration or acquisition is on the table, SMARTshift is how we move PSA data across cleanly — aligned, structured, and without losing history.

Explore SMARTshift
02

Unifying your data

Once the practice runs clean, SMARTvault pours your live and historical data into one queryable foundation — retire legacy licenses and still ask that data anything.

Explore SMARTvault
03

Automating the busywork

Ready to take the repetitive work off your team? Intelligent automations and agents run inside ConnectWise so you scale output without scaling headcount.

Explore Automations & Agents

Frequently Asked Questions

How do I know if our ConnectWise is set up correctly?

If your boards are bottlenecked, your workflows are manual, your SLAs are shaky, or your reporting is something you don't fully trust — those are the usual signs ConnectWise isn't configured the way a real service operation needs. The clearest way to know is to have it assessed: we review how your instance is set up against how a working MSP actually runs on ConnectWise, then show you exactly where the gaps are and what to fix first. For MSPs headed toward AI, our ARI assessment measures that readiness specifically.

What's the difference between CATAPULT NOW, Flexible Consulting, and CATAPULT Live?

They're three ways to get the same senior expertise, matched to how much you need. CATAPULT NOW is subscription-based, always-on access to our engineers for ongoing support and automation. Flexible Consulting is block-time hours you use on your own terms — strategy, optimization, training, or targeted fixes. CATAPULT Live is a two-day intensive workshop that overhauls your ConnectWise workflows fast. Ongoing, on-demand, or all-at-once — you pick the fit.

Do we need to be a ConnectWise shop to work with you?

Short answer: for our consulting practice, yes. It's built around ConnectWise, and that's where we go deepest — PSA, workflows, automation, and the operational discipline that makes the platform actually pay off. If you're on ConnectWise and it's not running the way it should, that's exactly the problem we solve.

How is this different from ConnectWise's own support?

ConnectWise support fixes the tool. We fix how your business runs on the tool. We've spent years operating an MSP on ConnectWise ourselves, so we're not reading you the manual — we're bringing proven processes, workflows, and automation we've already battle-tested in a real service operation.

What is CATAPULT Live actually like?

It's a focused, two-day working session — not a lecture. We get hands-on with your ConnectWise instance and rebuild the processes, workflows, and automation that drive your operation. You leave with real changes in place and a team that understands why they're there, not a binder that collects dust.

What is ARI, and do we need it before anything else?

ARI — the Autonomy Readiness Index — is our diagnostic for MSPs looking to become AI-native. It reads your own ConnectWise history and gives you a clear picture of how much of your operation already runs without human hands, what that hidden work is worth, and what to fix first on the path to autonomous operations. You don't need it to start with CATAPULT, but it's the natural first step if AI transformation is where you're headed: measure readiness, then build.

How does AIMSP fit with the CATAPULT programs?

Think of it as a ladder. CATAPULT gets your ConnectWise operation running clean — that's the foundation. AIMSP is what you build on top of it: the operating model for turning a well-run MSP into an AI-native one. Get the foundation solid first, then layer intelligence on it. Trying to bolt AI onto a messy operation just automates the mess.

How do we get started?

Submit your info below and we'll reach out. We'll start with a straightforward conversation about how your operation runs today and where it's holding you back — then point you to the right fit, whether that's ongoing support, block-time hours, a CATAPULT Live workshop, or an ARI assessment. No pressure, no obligation.

Alone we're compelling. Together we're formidable.

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Your ConnectWise, rebuilt by people who run it.

Meet with Hubert Williams
Account & Sales Manager, Decision Digital
30 minutes · Microsoft Teams

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