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ConnectWise Decoupling
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high-priority

Prioritization Strategy

Request Form & Quantification of Priorities
Priority Levers
Booked Revenue
Revenue Potential
Diversification of our portfolio
Risk Mitigation
W2 Cost Reduction or building capacity
Purchase Service Cost Reduction
1099 Cost Reduction
Quantifiable value
Client Delivery
Who is paying for it?

Communication Strategy


bot

AI Usage

ChatGPT
Used as an alternative to Stackoverflow — A forum developers us to figure out how to solve a general problem with code by asking questions or reviewing previous questions and their respective solutions
Code Templates
Code Spinets (ex. how determine overlapping time)
Coda AI
Used within the Coda application
Primarily used for creating Scope of Work templates & extracting Action Items from meeting notes
Scribe AI (
scribehow.com
⁠
) - used to document SOP’s/tutorials for applications

add-node

Onboarding / Offboarding Team Members in Tools

Asana Template Task {Onboard/Offboard} {PIVOT Team Member} in 3rd Party Tools on
Enablement Leads
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board
info

Talent Tracks

Project Opportunities
Considerations
Data projects to getting into our ecosystem for reporting to the clients
Projects that do not have tight deadlines

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