Which PSA are you on?
Your Maturity Audit works differently on each. Choose yours to see how it runs.
ConnectWise Maturity Audit
Your findings in one week
Get a clear view of how your ConnectWise is performing, where the biggest gaps are and what deserves attention next.
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1
Send your details
Fill in the form and we'll get your audit started.
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Give us access
We'll email you what we need. The sooner you set it up, the sooner we can start.
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We run the audit
A consultant goes through how your ConnectWise is set up and how it's actually being used.
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Get your findings
You'll receive a written report showing what is working, where gaps are building and what to prioritise over the next 90 days.
Start your ConnectWise Maturity Audit
Fill in the form and we'll be in touch to get your audit started.
Request received
One of our consultants will email you to set up access. Once you've given it, you'll have your written report within a week.
HaloPSA Maturity Audit
Your findings in 5 minutes
Connect your HaloPSA and get a free report showing what's working, what's drifting and what needs attention first.
Recurring invoices don't match agreements
Off trackTickets closed without time logged
Off trackTicket types in use don't match those configured
At riskSLAs configured but not being met or reported
At riskContracts linked to the correct customers
On track-
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Request it
Enter your name and work email to start your HaloPSA Maturity Audit.
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Verify your email
We send a secure link to your work email, so only you can start the audit.
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Connect HaloPSA
Create a read-only API connection using the step-by-step instructions provided.
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Get your findings
Your weakest areas, ranked by priority, and where time and money are lost.
We add a temporary folder of audit reports, use it to calculate your findings, then remove the reports, folder and API credential when the audit is complete. Your client, ticket, time and financial records remain in your HaloPSA.
Your PSA is full of data.
Can you trust the numbers?
As your MSP changes, your PSA can drift.
Services get added. Workarounds appear. Time is logged inconsistently. Reports stop matching the business.
The result?
- You can't see which clients are profitable
- Invoices need checking
- Reports are hard to trust
- You don't know what to fix first
What the Maturity Audit checks
Commercial foundations
Service catalogue, agreements and client margin
Service desk
Ticket categories, SLAs and escalation
Projects and delivery
Project controls, time capture and utilisation
Financial control
Vendor costs, invoicing and reporting
Find out what's working, what's drifting and what needs attention first.
Questions
How long does it take?
HaloPSA takes 5 minutes once you've connected it. For ConnectWise, we complete your Maturity Audit within seven days of your request, as long as you give us access straight away.
Is it really free?
Yes. The Maturity Audit is normally £1,400 and there's nothing to pay.
Will it change anything in my PSAHaloPSAConnectWise?
The audit doesn't change your PSAHaloPSAConnectWise settings or client records. Anything it adds is removed when the audit is complete.
Why do you need me to confirm my email?
It's a security step. The link only goes to the address you entered, so nobody can run a Maturity Audit on your HaloPSA except you.
What happens after the audit?
You keep your findings either way. If you want help fixing what it finds, we can scope that with you, usually as a 90-day project. There's no obligation.
Find out where your PSA has drifted
Choose your PSA to see what is working, what needs attention and what to fix first.