MSP project management pitfalls and how to fix them
Webinar · December 2022 · 1 hr
Wim Kerkhoff talks with Bill, who runs FocusPlanIT, a company that does ConnectWise setup and cleanup work for MSPs. Bill is a former MSP owner. They cover common project management problems in the PSA, from project setup and handoffs to work in progress limits and keeping projects from being forgotten. It was a live conversational session with audience questions, later released as a podcast.
Chapters
- 0:31Bill's path into MSP and FocusPlanIT
- 3:35PM backgrounds and PSA limits
- 8:42How clients use projects before TopLeft
- 11:45Why TopLeft clicked and the client portal
- 14:51Scheduling and working from cards
- 20:57Next steps and the left-to-right flow
- 23:29Attachments, documents and client communication
- 29:37Project setup, budgets and retrospectives
- 35:15WIP limits, bottlenecks and book recommendations
- 46:29Managing many projects and mixed roles
- 54:42FocusPlanIT engagements and TopLeft trial