Located in the enchanting state of Western Australia, time seems to move a bit slower, earning it the affectionate nickname “wait a while.” Surely, this slower pace allows you to truly savor the beauty around you.
“We transitioned from Kaseya to Continuum, and then to ConnectWise RMM, leveraging Continuum’s connection to ConnectWise. The migration to the cloud was seamless, preserving 15 years of our data. This data is now more accessible and can be leveraged with new capabilities offered by Asio, including automation and AI tools.”
When it comes to business, however, Leap Consulting is operating at a speed of their own. And Managing Director, Zaun Bhana is setting the pace.
The Search for a ‘One System’ Solution
Leap Consulting specializes in IT consulting and provides a range of services including IT strategy, cybersecurity, cloud collaboration, and managed services. They focus on helping businesses to leverage technology as a strategic asset to gain a competitive edge and to deliver innovative and effective IT solutions tailored to the specific needs and budgets of their clients.
“Choosing a platform with long-term viability is essential. There is a risk that new offerings might become mere features in larger companies’ platforms, making it crucial to evaluate the long-term potential of any investment.”
“We work primarily with accountants and professional service firms. In the industries we serve, our clients view ‘time’ as ‘currency’ - and it was becoming evident that we needed to install a system that could handle both ticket management and time tracking effectively,” said Bhana.
Initially, they used Microsoft Excel and a small timesheet system, but these weren’t robust enough. Eventually they tried software from Australia that was good for tickets but not for time capture.
The search began.
Efficient integration of various systems was a top priority.
Ensuring data availability and reliability from any location was crucial.
Setting up for long-term success was essential.
“Our primary goal was to align our operations with our clients’ needs, with a desire to implement a more robust, reliable, and scalable system. We experimented with various software but faced some challenges with systems that were not designed for our specific requirements.” Bhana explained.
All-In with ConnectWise: The Platform Approach
In 2007, Leap Consulting chose ConnectWise to become its system of choice.
“At the time, ConnectWise was not well-known in the [ANZ] region. However, on the recommendation of a friend [that advocated for them], we attended an event to learn more about ConnectWise. Despite some of its U.S.-centric design we saw its potential.”
ConnectWise offered a scalable solution that could grow with their business, supporting their expansion and increasing their operational capacity.
“The platform enabled seamless integration with our existing tools, significantly enhancing our workflow. We streamlined operations and delivered detailed, improved reporting. This not only simplified time-logging for technicians and tracking for the business; but it also empowered us to analyze and boost our overall productivity.”
Integrating new tools into existing systems without overhauling workflows was crucial.
“ConnectWise essentially became our filter for evaluating partners, vendors, and distributors. If the tool, solution or service doesn’t integrate with ConnectWise, we don’t use it.”
With ConnectWise PSA™ as the starting point for all interactions, including sales quotes, tickets, and projects, Leap Consulting focused on aligning solutions that work together on the platform.
“We put ConnectWise at the center of everything we do, making it the entry point for all business interactions. Sticking with a single, well-known system rather than constantly switching [tools and systems] helped us build expertise and confidence.”
This shift was part of their broader strategy to move systems to the cloud for better integration and flexibility. Staying ahead in technology adoption ensured that their clients also benefited from the latest advancements and maintained a competitive edge.
“We transitioned from Kaseya to Continuum, and then to ConnectWise RMM, leveraging Continuum’s connection to ConnectWise. The migration to the cloud was seamless, preserving 15 years of our data. This data is now more accessible and can be leveraged with new capabilities offered by Asio, including automation and AI tools.”
Business Benefits
ConnectWise as the foundation needed to grow their business from a systems perspective and quickly brought several key benefits to their business:
- Enhanced Service Delivery: By accurately capturing and tracking time, the organization could provide more reliable and efficient services to their clients. This ensured that projects were completed on time and within budget, leading to higher client satisfaction.
- Improved Communication: The detailed reporting and tracking features of ConnectWise allowed them to keep clients informed about the progress of their projects. This transparency helped build trust and confidence in their services.
- Accurate Time Tracking: It provided a reliable way to capture and report time, which was crucial since time was their primary currency.
- Consistency and Reliability: Sticking with a single, well-integrated system meant that Leap Consulting could offer consistent and reliable service. Clients appreciated the stability and predictability in their interactions with the company.
- Better Resource Management: ConnectWise helped the company manage their resources more effectively, ensuring that the right people were working on the right tasks. This optimized resource allocation improved the quality of service delivered to clients.
- Scalability: As the company grew, ConnectWise scaled with them, allowing them to take on more clients without compromising on service quality. This ability to grow while maintaining high standards was crucial for long-term client relationships.
“ConnectWise enabled us to deliver better, more reliable, and transparent services, which strengthened their relationships with clients and contributed to our growth.
Bhana summarized it well:
“Choosing a platform with long-term viability is essential. There is a risk that new offerings might become mere features in larger companies’ platforms, making it crucial to evaluate the long-term potential of any investment.”
