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Connectwise Decoupling
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The CCR Team Member
USER REFERENCE STANDARDS
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The CCR Team Member

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Areas of Impact

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Targeted Team Members to remove ConnectWise Dependencies
Sales Team Members
HEx Team Members
Accounts Payable (No longer applicable, need a ticketing system)
Table
Group
Description
Priority
Target Date
Comments
Downstream Process
Notes
1
Application Access
Bill Quality
8/15/2023
Bill Qualities are currently treated as Service Tickets; they reference Vendor AGRs, a CCR system
Complexity and noise caused by this process is bubbling - especially in BR
​
Open
2
Backend Dependancy
CCR Internal Application (Intranet, Admin Portals)
6/27/2023
Logging in
Reference CCR_Member in drop downs instead of Connectwise Member table
​
Open
3
Backend Dependancy
CCR Data Layer Audit Logs
6/27/2023
Drop usage of ConnectWise Member_RecID
Standardize Usage of CCR_MemberID
​
Open
4
Backend Dependancy
TRAX (Payroll)
7/10/2023
CUTOVER SCHEDULED FOR JULY 10TH
​
Open
5
Backend Dependancy
Gorilla Expenses
What needs to be done to start using the new id?
​
Open
6
Application Access
Time Sheets
Bamboo Timesheets is an alternative for BUs that can be done now.
Each BU/Function needs to evaluate if this is right for them
Is the TRAX Time Reconciliation only necessary for ConnectWise Timesheets?
TRAX Time Reconciliation Audit (Intranet)
Open
7
Backend Dependancy
New Hire Tool
8/1/2023
Need to evaluate long term usage & enhancements to this process
Will need to maintain the creation of a CW Contact for Manage360 access
ConnectWise Contact creation & management should take place in Bamboo to CCR Member Sync process
​
Open
8
Application Access
Product Catalog Management
​
​
Open
9
Application Access
Invoices (Creation & End of Month Review)
Those processing Invoicing will need to continue to have access to the application as we have no alternative structure in place and the future of this is undefined.
​
Open
10
Application Access
Agreement Management
Need to figure out how many people create Agreements through CW directly vs through some integration process
Less critical at this time as those who manage AGR also touch invoices and will likely need CW Access for some time
​
Open
11
Application Access
Company Management
There are several integrations in place that make this less critical (HubSpot & various places throughout our CCR Applications).
We need to identify any activities among the current Target List (shown above) who still needs to make changes directly on the company card.
​
Open
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