ConnectWise Skills Matrix Automation Demo

ConnectWise Skills Matrix Automation Demo

Here's how it operates:

 

Users complete a Microsoft Form where they rate their skills on a scale of 1 to 10. Ratings from 1 to 3 indicate beginner proficiency, 4 to 7 represent intermediate level, and scores of 8 or above signify expertise.

 

Outcome:

 

• Skills are documented within ConnectWise Member profiles, Microsoft Forms, and a dedicated spreadsheet for comprehensive accessibility.

• The project management team gains the ability to efficiently assign projects based on the precise skill sets required, eliminating the need to inquire about suitable candidates for specific tasks.

• The Sales Team benefits from simplified access to skill information, enabling them to effectively promote these capabilities to clients.

• The Dispatch team can easily identify the most suitable engineer for deployment based on their specific skills and expertise.