ConnectWise Methodologies & Processes

Your ConnectWise,
run to a standard.

Most environments evolved instead of being built. We bring yours to a defined operating standard — starting with a clear picture of what's actually inside it.

The Standard

One operating standard for your whole practice.

CATAPULT OS is our methodology for running ConnectWise as one system. The proven methods, process flows, programming, metrics, and automation that make the whole platform work together — instead of six disconnected pieces.

But you can't run to a standard you can't see. So it starts with visibility, moves to alignment, then measures what your automation actually accomplished — a clear path from where you are to where you should be.

Built and run by an MSP that operates on ConnectWise every day. We don't guess at the standard — we live it.

Step 1 — See It

SMARTinsight

Surface what's really happening inside your ConnectWise data.

Step 2 — Align & Grow

CATAPULT OS Methods

Bring the environment to standard with methods and automation.

Step 3 — Measure It

ARI & AIMSP

Quantify how much already runs without human hands — and its worth.

Step 1 · See It

Every standard starts with seeing clearly.

You can't run ConnectWise to a standard until you know what's actually inside it. That's where SMARTinsight comes in — and it's where this journey begins.

See what's hiding

Revenue leakage, data drift, and hidden risk most environments never surface on their own.

Down to the record

Every finding drills down to the exact record in ConnectWise — so you know precisely where to act.

A clear starting point

You leave knowing exactly what to fix first — the foundation everything on this page builds on.

Merging two ConnectWise instances after an acquisition? Seeing both clearly is where that begins too — that work runs through SMARTshift.

Step 2 · Align & Grow

Then we bring it to standard.

The standard we align to is CATAPULT OS — our framework for running ConnectWise as one connected system, built from decades of running an MSP on it ourselves. Every engagement is a little different, but the route is the same.

1

Observe

Watch how you work

We map how work really moves through your team first — because you can't standardize a process you haven't seen happen.

2

Standardize

Build the structure

Templates, task lists, and project frameworks so the right work happens the right way, every time.

3

Document

Make it visible

Your workflows get mapped and written down — so the standard lives in the system, not in one person's head.

4

Automate

Let it run

Once the foundation is clean, automation routes work and triggers the right actions — cutting the busywork.

Step 3 · Measure It

Once it's running to a standard, prove it's working.

A clean, aligned environment finally gives you something real to measure — how much of your operation now runs without human hands. That's what ARI measures, and it's the bridge from a well-run MSP to an AI-native one.

Put It To Work

However much help you want, there's a fit.

Senior ConnectWise expertise on your terms — always-on, block-time, or a two-day intensive.

Ongoing

CATAPULT NOW

Always-on access to senior engineers for support, admin, and automation.

Explore NOW →

Your terms

Flexible Consulting

Block-time hours used however you need — strategy, fixes, or training.

Learn more →

All at once

CATAPULT Live

A two-day intensive that overhauls your workflows fast.

Explore Live →

Who It's For

Built for MSPs who want it run right.

Your team fights the system instead of using it

Workarounds everywhere, tickets rebuilt from scratch, and nobody trusts what the dashboard says.

Your process lives in one person's head

The way things "should" run isn't written down anywhere — and it walks out the door when they do.

Onboarding a new tech takes forever

Without a documented standard, every new hire learns the hard way — and every ramp-up drags.

You're growing — and the chaos is scaling with you

What worked at ten people is breaking at thirty. Structure now is what keeps growth from becoming a mess.

Frequently Asked Questions

Where does the journey start?

With SMARTinsight — you can't run ConnectWise to a standard until you can see what's inside it. From there we align the environment, then measure how much runs on its own with ARI.

What does an alignment engagement involve?

We observe how your team actually works, standardize it with templates and frameworks, document it so the standard is visible, then layer in automation once the foundation is clean. Hands-on work inside your instance — not a slide deck.

Do we have to do the whole thing?

No. Most engagements start with an assessment and go from there. But the order matters — you don't align on top of what you can't see, and you don't measure autonomy until it's running to a standard.

We're merging two ConnectWise instances — does this apply?

Yes. Merging environments after an acquisition starts the same way — seeing both clearly before they become one. That work runs through SMARTshift, our data merge and migration service.

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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