Executive playbook: fixing broken PSA data in ConnectWise Manage
30-day executive playbook to repair ConnectWise Manage data, cut billing exceptions, and restore trusted PSA reports for MSPs and integrators.
KPI dashboard for software adoption leaders: the 12 metrics that matter
12 practical KPIs for adoption leaders: activation, depth-of-use, time-to-value, license utilization, cohorts, and more—dashboard-ready and finance-friendly.
Calculator: total cost of stalled software adoption (M365 example)
Use a simple spreadsheet model to quantify M365 license waste, productivity leakage, and recoverable savings with a 90-day adoption playbook.
Email + Teams message templates for Copilot change communications
8 ready-to-send email and Teams templates, cadence, and persona tips to drive Microsoft 365 Copilot adoption and protect license spend.
Copilot governance 101 for Microsoft tenants (E5/E3 scenarios)
Practical Copilot governance for Microsoft tenants: E3 vs E5 controls, a 4-step preflight, and a 30-day pilot to enable safe, measurable Copilot adoption.
Checklist: readiness to enable Copilot for front-line and knowledge workers
A practical 20‑point readiness checklist to enable Microsoft 365 Copilot safely for frontline and knowledge workers, plus a 90‑day pilot playbook.
AI acceptable use policy template (GDPR & US privacy-aware)
Copyable AI acceptable-use policy template that’s GDPR-aware and U.S. privacy-ready, with rollout steps and a risk matrix for RevOps.
The LMS dilemma: why behavior change needs comms + analytics
An LMS catalogs content. To change behavior you need targeted comms, in‑flow micro-lessons, and analytics that tie learning to business outcomes.
Executive guide: prove ROI of Microsoft 365 Copilot in 90 days
A 90-day executive playbook to prove Microsoft 365 Copilot ROI: 12-week plan, ROI calculator, measurement checklist, and ready-to-run campaigns.
NG911 in Canada, what businesses must do this year
Short checklist and runbook for Canadian businesses to meet NG9-1-1 requirements this year: addresses, MLTS settings, VoIP readiness, network redundancy, and privacy steps.