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The TopLeft Blog

Boost your MSP's efficiency with actionable strategies for project management and workflows using the Agile and Kanban methods.

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Making it easier for engineers to enter time

As I heard at a ConnectWise Share (User Group) event recently from Sea-Level Operations, if a computer shop received 8 new computers a day and threw out 3, they would go out of business real quick. In the service...

15 May

Updated Board Design, Time Entry Support, and Free Training

Here’s a quick heads-up about changes at CW Kanban that will make your life better. Do share this post with your team members so they too could benefit from these updates!

13 May

Webinar Recording – Agile Service Delivery with Manuel Palachuk

In February, Wim hosted a joint webinar with Manuel Palachuk. We covered the Mindset, Methods, and Tools for Agile Service Delivery with many in attendance. Click here to request the recording and access the slidedecks,...

16 Mar

Custom Cards, New Filters, and Licensing

It’s time to add some colour to CW Kanban! Over the last year we have been syncing more and more data about your ConnectWise tickets. This has helped identify ticket neglect, blocks, or resource mis-management. Now that...

26 Feb

SLA Support, Changing Ticket Priorities, and Drag & Drop resource assignments

Kanban has been updated for most of our clients with 3 highly requested features,

16 Nov

Improving the flow of work by visualizing roadblocks and neglected tickets

It’s been way too long since I sent out some Lean/Kanban education! In January I did a post on Visualizing Neglected Work, based on Dominica DeGrandis’s book, which was well received. I have heard from multiple people...

5 Jul

Like Trello, but fully integrated to ConnectWise PSA

Trello vs TopLeft Visual If you're an MSP with ConnectWise PSA, HaloPSA or Datto Autotask already struggling with 180+ open tickets and projects running 30% over budget, you know you need a better way. But with stressed...

14 Mar

How to Visualize any HaloPSA Process

I was speaking last week with an MSP consultant in the UK, and he asked for a demo of creating a Kanban for their desired work process (weekly work sprints). One of their big goals is to avoid strict scheduling/dispatch...

19 Feb

Why It’s Important for HaloPSA MSPs to Visualize Their Work

In an earlier blog post, Wim offered some important information on how to visualize our work. Check out the full post here, but here are some of the related highlights of that post: Start as simple as you can but no...

1 Feb

Exposing Time Theft to Optimize Work & Flow

I ask this question daily: How can we optimize workflow?

17 Jan

Guest Podcast with Todd Kane from Evolved Management Consulting

Recently, Wim Kerkhoff, our CEO, was a guest on Todd Kane’s podcast Evolved Management Consulting. Wim shared his thoughts on the Kanban methodology as well has his experience developing the CWKanban product for...

27 Dec

Understanding the difference between PUSH and PULL

Push vs Pull Our friend Manuel Palachuck just published a blog post on Push vs Pull that I thought explains it quite clearly. It is a big cultural and organizational change from traditional management methods (dispatch,...

1 Jun

Kanban Implementation Roadmap for Beginners

Kanban Implementation Here is a draft of a work-in-progress guideline on implementing Kanban in a Connectwise environment. This is based on our experiences and research so far, and will continue to evolve as we mature...

18 May

How to run Effective Daily Huddles

Your Engineers Are Drowning (And Your Clients Know It) Are you watching your best technicians burn out while tickets pile up faster than your team can close them? Is critical knowledge trapped in individual engineers'...

8 May
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Capacity Planner
Having a Hard Time Planning Your Team's Capacity?
Project delays and team burnout don't have to be the norm. With our free Capacity Planner Template, you'll easily see when your team can take on and finish new projects-without overloading them or missing critical commitments. It's simple, effective, and battle-tested in our founder's MSP!