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MSPbots partners with Encore Strategic Consulting | Business Consulting Services as a provider of the peer group benchmarking platformThe Encore Strategic Benchmarking app facilitates a standardized assessment of companies in peer groups using identified key performance indicators (KPIs). A benchmarking dashboard displays the 16 financial KPIs and provides a comprehensive summary for improving performance. Developed in partnership with Encore Strategic Consulting, the app is available to the Encore GAIN Peer Group members. Membership to the GAIN peer groups is by invitation. If you are interested in the Encore Service, please reach out to Shawn (shawn@encorestrategic.io) to get started.joining peer groups, please connect with our Encore partner, Shawn, at shawn@encorestrategic.io.

How to start using Encore Strategic Benchmarking

1. When you receive an invitation from Shawn to join a GAIN group, here are the steps that you should follow to get started:
   
   
2. Sign in or sign up with MSPbots .ai at https://app.mspbots.aiusing your Office account. 
   If you don't have a Microsoft AAD account, please follow the instructions in the article How to Sign Up with MSPbots without Microsoft Office 365 Account. 
   For If you have questions on data security-related questions, please check https://mspbots.ai/home/data-security/
   Link your account software at https://app.mspbots.ai/Integrations. Currently, MSPbots support the following accounting software integrations:the MSPbots Data Security page. 
   
   
3. After login, link your financial software to MSPbots. Below are the links to the instructions on connecting your software. Finish the accounting mapping. You can refer to the article How to Use Accounting Mapping for Encore for the guided steps.
   • QuickBooks Online
   • QuickBooks On-Premise 
   • Xero
     
   Add Shawn as the Consultant so he can access your account, make sure you assign him the Admin and Financial Role
   You can read the article Consultant Management Feature for instructions on how to add a consultant.
   
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     For a complete list of other supported software integrations with MSPbots and the steps for connecting them, please view the MSPbots Integrations page. 
      
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     If you don't have an accounting software integration or if your software is not supported: 
     a. Open the Encore Strategic Benchmarking App. 
     b. Go to Settings and select Encore Accounting Mapping Input Form. Enter your details here. 
     
     
4. Add Shawn as a Consultant with Admin and Financial roles. For instructions on how to add a consultant, please refer to the article Consultant Management Feature.
   
   
5. Map your financial software to Encore. Please read the article How to Use Accounting Mapping for Encore for guided instructions.
    
   For questions about the mapping, please reach out to connect with Shawn at shawn@encorestrategic.io.
6. Update your employee's headcount. 
   1. Go to Settings and select Encore Benchmarking Settings. 
   2. On the Encore Benchmarking Employee Headcount Form, click +New.
   3. Select a month and input the headcount for each type. 
   4. Click Add when done.
7.  Accept the invitation sent to your email. Once you accept, your group will appear in the peer group section. 
   
   

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