ConnectWise PSA Initial Setup

JR
Help Desk Manager at MYERS NETWORK SOLUTIONS

The whole ticketing system was already in place when I was hired. We've had some other changes to the operations structure. I don't know if we changed providers or it went from on-premise to the cloud or something, but there was a lot of funny stuff going on. 

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MikeChacker - PeerSpot reviewer
IT Manager Global Service Delivery at a energy/utilities company with 1,001-5,000 employees

The initial setup was pretty straightforward. It wasn't bad at all.

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Sean Saeb - PeerSpot reviewer
Partner and CIO at Caspian IT Group

The initial setup of ConnectWise Manage is easier compared to Automate. It's less technical. It's mostly for administration and management. 

We have switched from another solution to ConnectWise Manage, it was a complete setup for both ConnectWise Manage and Automate and it took about four, or five months. Everything together in parallel took us about four, or five months.

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Buyer's Guide
ConnectWise PSA
April 2024
Learn what your peers think about ConnectWise PSA. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
767,319 professionals have used our research since 2012.
Samuel Torres - PeerSpot reviewer
Support Engineer Tier II at Security First IT

We have deployed ConnectWise PSA on the cloud.

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RB
IT Support Specialist at a tech services company with 11-50 employees

The initial setup is straightforward.

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CW
VoIP Network Engineer at Infinet Solutions

From an end-user standpoint, the initial setup is very simple.

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DL
Solution Architect at a security firm with 201-500 employees

It got set up after I started, but I wasn't part of the team that was doing the setup.

In terms of maintenance, the operation team is responsible for managing that. I believe there is a consultant that we use to help with some of the customizations, but I don't work with that person.

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TC
President at Fairoaks IT

The initial setup was fairly complex. It's not simple as it's a pretty encompassing system.

It's hosted, so we're not investing anything into maintenance or things like that.

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RM
Director of Business Development at FrontBlade Systems Inc.

Installing ConnectWise was pretty straightforward. Some folks from ConnectWise helped us port it over and worked with our marketing department. It went pretty smoothly.

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GW
Sr. IT Solutions Architect at a computer software company with 11-50 employees

The setup isn't too crazy, however, due to the learning curve, you need to be training actual technicians. During that setup process, it was a bit of careful checking to make sure you've got it set stuff up all correctly. From my understanding, it wasn't too bad and not impossible to get set up.

I wasn't yet at the company when it was deployed, and therefore, I cannot speak to how long the process took.

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TN
Vice President International Business Development at a tech services company with 11-50 employees

I wasn't around when the solution was initially implemented but imagine the initial setup was straightforward. The company has a large team of engineers. We initially deployed on-prem and when we switched to cloud, I believe it took around two weeks to implement. We carried out the implementation ourselves. Our users are in engineering, sales, marketing, operations and legal. About 50 people in total. The product is extensively used and we do our own maintenance. Our usage increases linearly, both up and down.

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LA
Senior Instrustor of IT at a computer software company with 501-1,000 employees

ConnectWise Manage is easy to set up.

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it_user457950 - PeerSpot reviewer
Systems Administrator at a non-profit with 51-200 employees

ConnectWise helped us with the deployment. They give you perhaps five hours of implementation support.

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SV
Chief Executive Officer at a tech services company with 11-50 employees

Learning to use the software was one thing, but getting it tailored to our environment and our client environment was a lot of work.

It doesn't take a lot to maintain. We probably have one person to maintain it.

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MF
Junior Engineer at a tech services company with 11-50 employees

The initial setup was simplistic enough in terms of the steps, but for our caliber of company and what we needed to do, it was complex. There was a lot of that we had to do. I think that the full migration took at least 11 to 13 months.

We currently have three administrators who do the maintenance. It comes in the form of updating cost changes, pricing codes, or company details. We have to make sure that these details are always accurate. The administrators receive information from each of our departments and update it in the system.

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BP
Network Administrator at a computer software company with 11-50 employees

The setup was completed long before I joined the company.

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it_user562917 - PeerSpot reviewer
NOC Manager at a tech services company with 51-200 employees

Straightforward; we had people that caught on to using the product very easily and they helped others, along with ConnectWise University.

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Buyer's Guide
ConnectWise PSA
April 2024
Learn what your peers think about ConnectWise PSA. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
767,319 professionals have used our research since 2012.