Connected operations. Intelligent execution.
Connect service management, endpoint monitoring, remote support, cybersecurity and intelligent automation — around the way your MSP works.
Vendor interface visual; figures are illustrative. Product access depends on licensing and configuration.
01 / SIGNAL TO RESOLUTION
Follow an example service journey. Select a step to see the system, context and next action.
Monitoring surfaces an endpoint issue and gives the technician a starting point.
Discuss this solution · ConnectWise RMMVisibility starts with endpoints
Create or link a service ticket, with customer and asset context where the configured integration supports it.
Discuss this solution · ConnectWise PSAA signal gains service context
Review endpoint health, patch status and available diagnostics before choosing the next action.
Discuss this solution · ConnectWise RMMContext before action
Use an authorized remote session or an approved automation to investigate and remediate.
Discuss this solution · ScreenConnect / AutomationAuthorized connection. Controlled action.
Record the outcome and relevant work in the service process. Documentation depends on the selected tools and setup.
Discuss this solution · ConnectWise PSAKeep the outcome in the service record
Illustrative multi-product workflow. Connections, automatic ticketing and actions depend on integrations, permissions, licensing and configuration. No action runs from this page.
02 / THE CONNECTWISE PLATFORM
Shared context across service, endpoints, security and automation — part of ConnectWise’s direction toward Predictive IT. Explore where each capability fits.
A connected platform, distinct capabilities
PSA connects tickets, customer context, time and business processes. Available financial and operational functions depend on the package.
Service context that carries through the work.A connected platform, distinct capabilities
RMM brings monitoring, patch management and endpoint operations together. ScreenConnect provides the remote access workflow.
Know what needs attention, then choose how to act.A connected platform, distinct capabilities
SIEM, Managed EDR/MDR and related security services address different parts of detection and response.
Build the security service around the selected coverage.A connected platform, distinct capabilities
Rules-based workflows, RPA and AI Agents provide different approaches to orchestration and service work.
Apply the right automation, with the right controls.A connected platform, distinct capabilities
Marketplace listings and APIs support product-specific integrations with third-party systems.
Validate compatibility and scope before adding a connection.A connected platform does not mean every product or service is included in one license. Modules, service levels and integrations must be confirmed for the proposed package.
03 / SOLUTION EXPLORER
Choose a solution to see its role in the stack. RMM and Automate are distinct products.
From agreement to service delivery
Manage service tickets and customer work, then connect delivery to time, agreements and billing as the package allows.
Monitor and manage endpoints with patching, automation and operational visibility. NOC and expert services are scoped separately.
Provide attended support or reach configured unattended devices. Privileged Access is a distinct offering to evaluate.
SIEM · Managed EDR / MDR · SOC
Combine the selected SIEM, Managed EDR/MDR and security services around the client’s requirements.
Rules / RPA / AI · scope and controls vary
A separate RMM product for teams that need granular monitoring, scripting and policy customization.
CPQ → PSA · configuration required
Prepare quotes and proposals, source product information and connect the sales process to PSA where configured.
Rules / RPA / AI · scope and controls vary
Evaluate platform AI Agents separately from rule-based workflows, RPA and scripting assistance.
A connected platform does not mean every product or service is included in one license. Modules, service levels and integrations must be confirmed for the proposed package.
04 / CYBERSECURITY
Bring alerts, security events and response work into a defined process. SIEM and managed detection services have different coverage and service terms.
SIEM · Managed EDR / MDR · SOC
Security controls reduce risk; they do not guarantee complete protection. Remote access requires appropriate permissions, MFA and current supported software.
05 / AUTOMATION & AI
A known trigger follows a defined workflow: gather context, apply approved actions and verify the result. Scripts and workflow rules follow the configured logic.
AI Agents use service and ticket context to support or execute selected workflows. Agent scope, available actions and control options must be evaluated for the licensed offering.
Define permissions, verification and human approval where required. A proposed action is not automatically an autonomous action.
06 / OPEN ECOSYSTEM
Explore a few verified connection paths. Each integration has its own supported products and prerequisites.
Explore vendor-specific security integrations and validate the supported products and event flow.
WatchGuard CloudVerified listing or vendor-documented connection. Availability, fees and configuration are confirmed separately.
Review the Veeam Service Provider Console listing for supported ConnectWise integration details.
Veeam Service Provider ConsoleVerified listing or vendor-documented connection. Availability, fees and configuration are confirmed separately.
Marketplace project and resource-management options can extend PSA workflows.
Moovila Perfect ProjectVerified listing or vendor-documented connection. Availability, fees and configuration are confirmed separately.
ConnectWise Home supports external identity configuration such as Microsoft Entra ID. Confirm application support and setup.
ConnectWise SSO / Entra IDVerified listing or vendor-documented connection. Availability, fees and configuration are confirmed separately.
Review tax and accounting integration scope for the relevant ConnectWise product.
Avalara AvaTaxVerified listing or vendor-documented connection. Availability, fees and configuration are confirmed separately.
Liongard’s listing describes its PSA integration and company-to-environment mapping.
LiongardVerified listing or vendor-documented connection. Availability, fees and configuration are confirmed separately.
07 / BUILT AROUND YOUR WORK
Different teams, different starting points. Select a scenario.
Managed IT Services
Combine endpoint visibility, service coordination and remote support around a managed IT process.
Client environments, policy and service
Managed Security
Select detection coverage, escalation paths and the managed security services that fit the client.
Security coverage with a response path
Service Desk Operations
Organize queues, technicians, priorities and service targets, with the context needed to move work forward.
From service queue to the right technician
Business Growth
Coordinate quoting, customer work and financial processes as the service business grows.
A commercial process that carries into delivery
CYBERLION × CONNECTWISE
Let’s review your MSP’s products, licensing and integration needs — and coordinate a relevant demonstration.
Product selection · licensing · integration review · demo options
