TopLeft Team Transformer Whitepaper | TopLeft - Kanban boards

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Solutions
Solutions

Who We Help

Project Managers
Plan, track, and complete projects on time with less stress.

Service Managers
Stay ahead of backlogs, SLAs, and team workload without micromanaging.

Coordinators
Assign, follow up, and keep things flowing smoothly all day long.

Service Technicians
Focus on work that matters without digging through endless queues.

Project Engineers
Track tasks, dependencies, and priorities without switching tools.

Owners, Executives, Account Managers
Get a bird’s-eye view of operations and fix delivery bottlenecks.

Features

Kanban
Visual boards to manage tickets and projects with ease.

Gantt Charts
Timeline views that show project progress and deadlines at a glance.

Ticket and Time Entry
Log time and update tickets quickly, right from the board.

Dashboard
Real-time metrics and KPIs to stay on top of performance.

Client Portal
Give clients a clear view of their work without extra back-and-forth.

Integrations

Connectwise PSA (Manage)
Two-way sync with your CW data, no extra portals or duplicate entry.

Datto Autotask PSA
Works directly with Autotask for seamless ticket and project updates.

HaloPSA
Integrate with Halo to bring Agile and Kanban to your workflows.

CloudRadial
Embed Kanban boards in your client portal for shared visibility.

Other PSAs
Submit your interest for TopLeft integration to your favorite PSA.

How We Help

Project Delivery
Finish projects faster and stay on budget with better visibility and control.

Service Delivery
Tame your ticket queues and keep SLAs on track with real-time workflow tools.

Client Management
Keep clients happy and in the loop with shared boards and easier communication.

Implementation Services

Concierge Onboarding
1 hour Zoom call to setup the recommended boards and learn important tips.

Agile MSP Coaching
Expert guidance to improve flow, reduce chaos, and boost results.

Accelerator Group Coaching
Join a peer group to level up your operations with accountability and coaching.

Rapid Implementation
Hands-on help to fully roll out TopLeft in just a few weeks.

Agile MSP Methods

Lean Mindset
Do more with less by cutting waste and focusing on what really matters.

Agile Methodology
Work in small, fast cycles that adapt to change and drive results.

Kanban Visualization
See work clearly at every stage and spot blockers before they become problems.
Learn
Learn

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