What Is SMARTinsight
A visibility problem, not a data problem.
ConnectWise drives revenue recognition, service delivery, and sales execution. But most environments don't get built — they evolve. Workflows layer on old ones, standards drift, nobody checks.
You're not running ConnectWise wrong — you're running it on decisions no one revisited. That gap between what the system says and what's actually happening costs real money. You can't optimize, automate, migrate, or scale what you can't see.
Not another dashboard.
We bring your ConnectWise data into a private SMARTvault™ lakehouse, then run AI directly against it — surfacing what's really happening the way an experienced operator would read it.
ConnectWise goes from a system of record to a source of truth.
What We Uncover
Here's what's hiding in your ConnectWise.
Most of what we find was earned, logged, and never collected — or data quietly corrupting every report and automation that touches it.
Revenue Leakage
Billable time never invoiced, discounts that never expired, and out-of-scope work absorbed instead of billed.
Data Integrity & Hygiene
Bloated catalogs and statuses that show "closed" while billing never triggers. Bad data makes you invisible to yourself.
Cloud & M&A Risk
The things that quietly break a migration, or the hidden costs that surface after an acquisition closes.
And it's all findable — every finding drills down to the exact record in ConnectWise.
Who It's For
Built for MSPs facing a decision that matters.
MSPs on legacy or organically evolved ConnectWise configurations
MSPs investing in automation or AI initiatives
MSPs planning a transition to ConnectWise Cloud
MSPs adopting AI and automation as a core operating model — not a bolt-on
Engagement Levels
Choose the depth that fits.
Fixed-fee, priced on the value of the insight — not the hours. We'll help you find the right level on a quick call.
Essential
2–3 weeks
Rapid clarity on system health and data quality.
Standard
3–4 weeks
A full picture plus a prioritized roadmap and stakeholder input.
Enterprise
4–6 weeks
Multi-instance, cross-functional, built for high-stakes decisions.
Why Decision Digital
We read your data as operators.
There's no shortage of consultants who can tell you what ConnectWise is supposed to look like. We can tell you what yours actually looks like — and what it's costing you.
Operators, not auditors
We've run service boards, managed agreements, and lived through migrations since 1997. We know which issues are cosmetic and which are bleeding revenue.
Every finding drills down
We don't hand you a vague report. Each finding points to the exact records to fix and where to find them in ConnectWise.
Human-led, AI-powered
Experienced consultants own the findings and stand behind them. WISE Award winners; ConnectWise refers business directly to us.
Frequently Asked Questions
How is SMARTinsight different from a normal ConnectWise assessment?
Most assessments tell you what exists. SMARTinsight tells you what it's costing you — we run AI against your own ConnectWise data to surface revenue leakage, data issues, and risk, with a drill-down to the exact records on every finding.
Can we keep the visibility after the assessment?
Yes. You can leave SMARTvault in place as a subscription — it runs through your own LLM, so your ConnectWise data becomes another source you query in plain language. Add SharePoint, QuickBooks, or legacy PSA data and ask across all of them at once. It's offered by no one else, not even ConnectWise.
How long does it take, and what does it cost?
Essential runs 2–3 weeks, Standard 3–4, Enterprise 4–6. Each is a fixed-fee investment priced on the value of the insight, not the hours — and in our experience the revenue recovered and risk avoided materially exceeds the cost. We'll help you find the right level on a quick call.
We're merging two ConnectWise instances — is this the right starting point?
Yes. For MSPs merging environments after an acquisition, this is where it begins — seeing both environments clearly before they become one. That work is delivered through SMARTshift, our data merge and migration service.
Your ConnectWise, rebuilt by people who run it.
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