Resources

We are now offering access to ALL of our templated processes, diagrams, spreadsheets, webinars, and other documents.

If you are an MSP or IT Firm wondering what others are doing, or what is recommended for your age and stage, there is tons of content inside to help guide you on your journey.

Our experts also participate in the forums for each process or document and help give you tailored, expert, advice.

Become a member

Sign Up and Try Us for 7 Days!

Free Resources

Join now and get it all!

Try Us for 7 Days!

$49 per month

-Access to all content

-Access to all videos

-In-depth guides

-Access to discussion forums

-Access to experts

-Unlimited 24/7 access

-100% Satisfaction guaranteed

Get Access Now!

Free Resources

Sharing our processes in this way is brand new to us, so check back as we add new processes and feel free to contact us on what you like, don’t like, or if there is something you’d like to share.

Duality

Duality

I confess, I have many personality flaws/quirks. Many of you or not shocked. I recently thought about this again when I was writing Growing a Business is No Way to Make Money last week, This is the promised future article I referenced in terms of seeing things from...

read more
Growing a Business is No Way to Make Money

Growing a Business is No Way to Make Money

This comes straight from the "Sh!t Allen Says" Teams channel I mentioned in a few previous blog posts, (Consistency in Marketing (and all things) being one of them. I recently had to say it twice with clients last week, so it's top of mind to talk about. "Growing a...

read more
What to Do With Your Cash

What to Do With Your Cash

Hope you don't mind that I'm not writing exclusively (or much) about processes and tools for IT Services. My goal behind these blog posts is to provide some insight and value, but they had to be easy to write.  Lately, I've been writing what's on my mind.  The good...

read more
Bravery and Courage

Bravery and Courage

There is no doubt that these are interesting times, and I am glad for it.  Not that I wish anything negative on anyone, but adversity breeds adaptation, mutation, and generally just better humans.  Pretty sure I’m completely destroying some scientific quote in there, but it’s how I think.

I am completely blessed to be weird. As one example, I’m currently living with roommates, all women. One is a teenage student. Another is a professional artist (see @painterliesl on Instagram). And the other is a Courage Coach and stunt woman (Fenix Fall Girl). Talk about four different perspectives on what’s happening with the pandemic.

read more
The Gambler

The Gambler

Decided to title this post to music and give you a soundtrack. If you are into music, read the rest of this post while listening to Kenny Rogers' "The Gambler".  Spotify music here: Hopefully "Know when to hold 'em, know when to fold 'em" plays at the right time. I...

read more
Time to Sharpen the Saw

Time to Sharpen the Saw

Who could have imagined the world in its current state just a few weeks ago?  It's surreal and a little unsettling. While I don't personally make a habit of worry, this is certainly a great time to think on the times and create a strategy for not only navigating it,...

read more

My Only Regret

This week's post is deeply personal. I spent the first three decades of my life without any regrets. I was (and am) a true believer that every experience makes us who we are today, and therefore even the painful memories build us up...eventually. When I was 32, I...

read more

Prior Proper Planning (for Pandemic Possibilities)

I had the pleasure over the last week to work with some great vendors to create this week's blog post. There is nothing like working together, especially in these times of uncertainty in a world where a more-than-usual amount of events are dictating how we behave. I...

read more

Focused or Balanced

As I was writing this title, I had a sudden thought that maybe I'm the only one who sees focus as un-balanced.  Let's hop straight into a metaphor. I love video games, despite rarely ever playing them. Probably my favorite genre being Role Playing Games (RPGs). Those...

read more

Pros & Cons of Being a Digital Nomad

I was talking with Dave Sobel, host of the news and commentary podcast "Business of Tech", and co-host of the "Killing IT" podcast, the other day. We were discussing his podcast and his work to create a live cast at DattoCon 2020 Atlanta. We were looking for topics of...

read more

Focus on Priorities

I keep going back to my first blog post about keeping things simple to help keep things going. Well, I confess that I got a week behind in my blog posts 🙁  Fortunately, I do track these types of tasks in my PSA (ConnectWise Manage) AND I fire off my ticket template a...

read more

Argue to Simplify

I'm going to keep patting myself on the back for continuing the string of writing a weekly blog. Third one in the books! It seems like the concept of simplification (and consistency) I wrote about in our first blog post really helps. Last night, I asked my girlfriend...

read more

Is the New ConnectWise Customer Portal Finally Ready?

Two blog posts in a row...not bad!  Perhaps my previous about Consistency and Simplicity will work out after all.  I'm still picking fairly random topics to discuss, and today I am inspired to discuss the new ConnectWise Manage Customer Portal. This the portal that...

read more

Consistency in Marketing (and all things)

So, this is my first attempt in writing a true blog post on relevant topics. I spent forever avoiding this, as I hate being inconsistent. You know what I mean right? You write a blog post for October, and then November. "Great job," you think! Then the holidays...

read more

Latest Poll on What IT Documentation Systems are being used

Here are the results from a poll taken late May 2019 from ITDUG on Face Book. Interesting look into the popularity of the IT Documentation tools available. I like to give a statistics disclaimer that ITDUG was originally started as an IT Glue users groups, so we may have disproportionately high IT Glue users reporting in.

read more

ConnectWise Impacted by Microsoft’s Recommendation for 2FA Enforcement

I was just reviewing my latest email from ConnectWise and thought I’d pass this on to you. Microsoft is recommending disabling all authentication protocols that can bypass 2FA. This most strongly affects O365 and your integrations with ConnectWise Manage (and frankly, all CW products). The fix is to set your email and calendar sync accounts to use an app password, instead.

read more

SMB Community Podcast – Karl Palachuk interviews Allen Edwards of Eureka Process

Needless to say, I was stoked with Karl asked me to be on his podcast series a few weeks ago. I may have fan-boyed a little bit after meeting him at ITO Compass in Chicago a few months ago, and then coincidentally having some one-on-one time with him at a craft brewery in Albuquerque. Enjoy the video below as we talk processes, IT business, and fashion accessories!

read more

L10 – Level 10 Meetings Explained

You are probably reading this document because your team has decided to start using Level 10 meetings to get team input and create action plans to get the most important things done to reach your company’s goals. So many times, we walk out of meeting with such thoughts as “That could have been an email,” or, “What a waste of time.”

read more
Business Data Backups are Like Car Keys

Business Data Backups are Like Car Keys

Your business depends on data to operate. Whether its important procedures, how much clients owe you, or what products you owe clients, without your data, your company will have trouble serving clients, making money, or making future data-based decisions. We liken this need to your car keys.

read more
Type, Subtype, & Item – 3

Type, Subtype, & Item – 3

Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage (CWM). When tickets are coded with these three items, three positive things become possible. In our first blog (read it here), we discussed how we can use it in reporting. For our second blog, we covered my favorite topic of why we link TSI to your technical Standard Operating Procedures (SOPs). In this article, we’ll go over how we build out our list of Types, SubTypes, & Items.

read more
Type, Subtype, & Item – 2

Type, Subtype, & Item – 2

Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. In our previous article, we discussed how we can use it in reporting. In this article, and this my favorite, we will go over how and why we link TSI to your technical Standard Operating Procedures (SOPs).

read more
Type, Subtype, & Item – 1

Type, Subtype, & Item – 1

Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. First, we enable more data for useful reporting. Second, and this my favorite, we can link TSI to your technical Standard Operating Procedures (SOPs). And for the final impact, we can create a culture of process through technician participation in SOPs.

read more