Create a System Improvement Project

Customized to meet your business needs, vision, and goals

The Significance of System Structure

While both people and process play a significant role in overall business success, system structure serves as the foundation.

A well-designed and properly implemented system sets the tone and provides a framework for efficient and effective operations, seamless workflows, and optimized performance.

It streamlines processes, enhances collaboration, and enables the smooth integration of various business functions. Ultimately, a robust system structure is crucial for maximizing operational efficiency, driving innovation, and achieving long-term growth and success.

People & Process

Increase Operational Efficiency Companies that prioritize system structure & integration achieve 20% higher operational efficiency compared to fragmented systems.

- McKinsey, 2022

Data Accuracy & Reporting (2)

Increase Client Satisfaction Organizations with well-designed system structures experience 50% faster project delivery and 35% higher customer satisfaction rates.

- Deliote, 2021

Dont Know

Increase Revenue Growth Businesses that invest in optimizing system structure witness a 30% reduction in operational costs and a 25% increase in revenue growth.

- Gartner, 2022

The Benefits of Alignment: People, process, Systems

When the system structure is well-designed and properly implemented, it establishes clear workflows, defines roles and responsibilities, and ensures consistent and efficient execution of processes.

It acts as a guide that enables employees to understand how their individual tasks and contributions align with the overall objectives of the organization.

By establishing standardized systems and processes, the business can easily onboard new employees, integrate new technologies, and accommodate increasing workloads. This alignment ensures that the business remains agile, responsive, and well-prepared for future growth.


  • The alignment of people, processes, and systems is essential, and the system structure acts as the backbone.
  • By establishing a well-designed system structure, organizations can optimize their operations, enhance collaboration, and cultivate a culture of excellence.
  • When individuals are properly trained, equipped with the right tools, and guided by streamlined processes, they can perform their tasks more efficiently.
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STEP #1

Select The System You Plan To Improve

We specialize in optimizing the systems listed below; for best results, we recommend enhancing one system at a time.

Meet Our Director of PSA/CPQ Systems Consulting

Our team has extensive knowledge of the ConnectWise PSA System (formerly ConnectWise Manage), as well as the ConnectWise CPQ System (formerly ConnectWise Sell), including all add on modules.

Sierra Pacific Group can help determine, on a brief Explore Session, if we can cut down the time it takes to reach your goals with a custom PSA/CPQ Systems Improvement Project.

Matt-Connolly-SM

Matt Connolly

Director of PSA/CPQ Systems Consulting

Looking for Success Stories? 

We don't simply point you in the direction of videos or KB articles. We work with you and your team to understand your vision, develop proven processes, configure your system to support the changes, and automate the manual work!

We've got dozens of PSA/CPA Improvement Project case studies and references available for review. Check them out!

connectwise-vert-master

ConnectWise PSA System

ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization.

We can optimize the following modules:

  • TICKETING MODULE

  • PROJECT MODULE

  • INVENTORY MODULE

  • PROCUREMENT MODULE

  • PRODUCT LIBRARY

connectwise-vert-master

ConnectWise CPQ System

With ConnectWise CPQ, your team can build professional and consistent quotes and proposals from customizable templates.

Including the following features:

  • QUOTE FORM TEMPLATES

  • TAB TEMPLATES

  • PROPOSAL TEMPLATES

  • ETILIZE INTEGRATION

  • WISE-PAY INTEGRATION

How serious are we about making your systems work for you? During our Explorer Session, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your business.

Thinking About Investing In Improvement?

A study conducted by the Boston Consulting Group (BCG) found that businesses that invest in end-to-end system improvements experience an average return on investment (ROI) of 300% within three years.

Meet Our Director of RMM Systems Consulting

Our team has extensive knowledge of both the ConnectWise and N-Able N-Central RMM System (Including ConnectWise Automate).

Sierra Pacific Group can help determine, on a brief Explore Session, if we can cut down the time it takes to reach your goals with a custom RMM Systems Improvement Project.

Adam J Small

Adam Jackson

Director of RMM Systems Consulting

Supercharge Your Efficiency with 5 Free Scripts!

As your business scales, the necessity for a finely calibrated RMM becomes increasingly significant. This entails:

  1. Eradicating any excess complexity within your platform
  2. Deploying proactive, yet meaningful alerts to avoid constant troubleshooting
  3. Leveraging automated scripts to expand your operational capacity

Sierra Pacific Group recently held a webinar unveiling five automated scripts designed to supercharge your RMM's efficiency.

connectwise-vert-master

ConnectWise RMM System

ConnectWise RMM is an award-winning professional services automation solution that connects your entire organization.

We can optimize the following modules:

  • REMOTE ACCESS

  • AUTOMATION

  • PATCHING & POLICIES

  • ALERT MANAGEMENT

  • TICKETS 

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N-Central RMM System

With N-Able N-Central RMM, your team can build professional and consistent quotes and proposals from customizable templates.

Including the following features:

  • REMOTE ACCESS

  • AUTOMATION

  • PATCHING & POLICIES

  • ALERT MANGEMENT

  • TICKETS 

 

How serious are we about making your systems work for you? During our Explorer Session, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your business.

Thinking About Moving To CW RMM?

If you have been considering moving to CW RMM from Automate - we can help! Schedule a call to learn more about pricing and special incentives for IT Nation Evolve Members.

STEP #2

Select Your Project Template 

We have created several project plans, designed to reach specific organizational efficiency, maturity, and revenue goals

Are You In A Co-Dependent Relationship With Your Consulting Partner?

At Sierra Pacific Group, we believe in empowering IT businesses to thrive independently by providing comprehensive system improvement solutions.

We understand the challenges of relying too heavily on consulting partners, where you may feel stuck, limited, or even trapped. That's why we offer a fresh approach that puts you back in the driver's seat.

 

Our team of experienced consultants will work closely with you to assess your current systems, identify areas for improvement, and develop a customized roadmap to optimize your operations from end to end.

Brittany-Mancilla-SM

Brittany Mancilla

Sales Executive

Want Some Proof?

The International Data Corporation (IDC) reported that companies that undergo a system improvement project typically see a 15-20% increase in revenue growth.

According to a report by PricewaterhouseCoopers (PwC), organizations that successfully execute system improvement initiatives have a 60% higher employee satisfaction rate, leading to improved employee retention and productivity.

Research from Forrester Consulting indicates that businesses that implement end-to-end system improvements observe a 25% reduction in time spent on manual and repetitive tasks, allowing employees to focus on higher-value activities.

A study by the Project Management Institute (PMI) revealed that companies that successfully execute system improvement projects are 2.5 times more likely to meet their strategic goals and objectives, driving long-term growth and competitiveness.

Full Systems Improvement

    $20K FIXED FEE
*Starting Price for under 10 users

Our team of experienced consultants will work closely with you to:

  • ASSESS CURRENT SYSTEMS

  • IDENTIFY AREAS FOR IMPROVEMENT

  • DEVELOP CUSTOMIZED ROADMAPS

Service OPS Improvement

$5K FIXED FEE

*Starting Price for under 10 users

Our team of experienced consultants will work closely with you to:

  • ASSESS CURRENT SYSTEMS

  • IDENTIFY AREAS FOR IMPROVEMENT

  • DEVELOP CUSTOMIZED ROADMAP

How serious are we about making your systems work for you? During our Explorer Session, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your business.

Finance OPS Improvement

$10K FIXED FEE

*Starting Price for under $3M TLR 

Our team of experienced consultants will work closely with you to:

  • ASSESS CURRENT SYSTEMS

  • IDENTIFY AREAS FOR IMPROVEMENT

  • DEVELOP CUSTOMIZED ROADMAP


Sales OPS Improvement

$5K FIXED FEE

*Starting Price for under 10 users

Our team of experienced consultants will work closely with you to:

  • ASSESS CURRENT SYSTEMS

  • IDENTIFY AREAS FOR IMPROVEMENT

  • DEVELOP CUSTOMIZED ROADMAP

How serious are we about making your systems work for you? During our Explorer Session, we’ll talk about your goals as a business and determine whether our frameworks are the best fit for your business.

Not Sure How Much Help You Need?

Take our 2 minute free assessment to determine if you need an end-to-end systems improvement project, or just a quick clean up of your PSA service boards and RMM alerts!

STEP #3

Select Your Add Ons 

Browse our suite of complementary features; choose any add-ons that align with your objectives.

Fully
Dedicated
System Admin

With Virtual Administration, you get a team of PSA, CPQ, and RMM system consultants on-call to perform administrative tasks and answer questions 'as needed'.

72-Hour Response Time: Get help for your support or admin needs quickly and efficiently

Meet 1:1 with Consultants: Unlimited requests for one predictable monthly fee

Execution When You Need It: Turn your vision into a reality with our team of systems experts

#### SECURE A SPOT ####

Chart of Accounts
Project

Your Chart of Accounts forms the backbone of your business's financial management, but its effectiveness is only as strong as its design and maintenance.

Start With Discovery: We will review the COA you have today, adjust the good stuff, and add in best practice

Aligned with SLI: Designed for your company, we will align your COA with SLI standards

Mentoring & Process Adherence: Long-term success starts with strict process, but is achieved by maintaining it.

#### LEARN MORE ####

On-demand System Consulting

With On-Demand Consulting, you gain access to a team of PSA, CPQ, and RMM system consultants who are on-call to provide consulting "as needed".

  • Same Week Availability: Get a session booked with a consultant quickly and efficiently
  • Meet 1:1 with Consultants: We specialize in 1:1 consulting for a highly customized approach
  • Execution When You Need It: Turn your vision into a reality with our team of systems experts
#### LEARN MORE ####

INTRODUCING ELEVATE: A 'PROVEN PACTICES' LIBRARY FOR SPG MEMBERS ONLY

Your team can access our Elevate site, that houses our documentation, custom Powershell Scripts, and proven practices for your systems and operations.
Our processes were designed for IT businesses who seek efficiency and growth, by real world consultants who have "been there, done that".

EXPLORE ELEVATE

Summer Camps

Any Questions? Here are the most common:

How do you know an Improvement Project is right for me, you haven't assessed my system?

As part of our sales process, we will arrange an Explore Session between your team and one of our systems experts. During this session, which will be conducted via a screen-sharing platform, the expert will review your system in detail.

This collaborative review is aimed at ensuring that an Improvement Project aligns optimally with your company's needs and objectives. It's an essential step to make sure we're providing the most suitable and effective solution for your business.

It will be easier to work with ConnectWise directly for consulting and implementing.
You can work directly with the ConnectWise Professional Services Team. However, it's worth noting that their approach typically aligns with an idealistic "perfect world" scenario. Sierra Pacific Group (SPG), on the other hand, offers a more pragmatic approach that is grounded in real-world experiences. Our consultants have an extensive track record of "been there and done that", not merely possessing product expertise. We understand the challenges and nuances of implementing solutions in diverse, dynamic environments.
We would love to re-prioritize some of the phases, as we have a big fire right now in sales. Can we do that?

The structure of our Improvement Project has been thoughtfully designed to ensure efficiency and effectiveness. While some sessions can be adjusted, it's crucial that we review, modify, and finalize the foundational elements before addressing sales, service, or finance. This sequential approach is necessary to prevent potential disruptions.

Jumping around the platform without adhering to this structure can lead to additional work, and may risk disrupting existing workflows or generating inaccurate reports. Therefore, it's essential to follow the designed path of our Improvement Project for the most successful outcome.

I need this project done in three months. Can we speed up the timeline?

Given that this is a fixed fee project, the pace at which we proceed is entirely in your hands—you can choose to go as quickly or as slowly as you prefer. However, experience has taught us that completing an Improvement Project in under six months is often not feasible.

The rationale behind this is that changing habits, particularly in a professional context, is not an overnight process. It takes time for individuals to unlearn less efficient habits and adopt improved ones. For long-term success, it's crucial that your team adheres consistently to better processes, and this transition requires patience and time. Thus, a six-month timeline is a more realistic expectation for the completion of an Improvement Project.

How does this work for companies looking to acquire multiple businesses in a single year?

Our approach involves stepping in promptly and making improvements to establish a standardized methodology or a "one way of doing things in a single instance". As your business grows and acquires new entities, you can conveniently re-engage with the Sierra Pacific Group (SPG) to facilitate the training of new staff and align them with the established standard procedures.

To achieve this alignment, we offer a variety of service options including a migration project, a block of time, or our virtual admin services. Each option is designed to cater to your specific needs, ensuring a smooth integration of new staff into your existing processes and maintaining consistency in your operations.

Do you gave any discounts or financing options?

We offer a variety of discounts for clients who participate in case studies or are part of peer groups. These discounts are our way of appreciating your collaboration and commitment to mutual growth.

Moreover, we understand that budgeting is essential for every business. Therefore, we provide progress billing for all our projects, including a flexible 5-pay option to ease your financial planning.

Please reach out to your sales representative to inquire about the discounts available for you. We're committed to providing you the best possible services in the most budget-friendly manner.