Page History

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 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.

When you receive an invitation from Shawn to join a GAIN group, here are the steps that you should follow to get started:

joining, please contact our Encore partner, Shawn Walsh, at shawn@encorestrategic.io.

What's in this article?

Table of Contents

How to set up Encore Strategic Benchmarking

...

Sign in or sign up with MSPbots using your Office account.Sign up with MSPbots.ai at https://app.mspbots.ai.
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.
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.
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.
- For a complete list of other supported software integrations with MSPbots and the steps for connecting them, please view the MSPbots Integrations page.
- If you don't have an accounting software integration or if your software is not supported:
Open
- a. Launch theEncore Strategic Benchmarking App. On the MSPbots app, go to Apps and open Encore Strategic Benchmarking.
  Image Added
  
  b. Go to Settings and select Encore Accounting Mapping Input Form. Enter your details here.
  Image Added
Add Shawn Walsh as a Consultant and grant him Admin and Financial roles. For instructions on how to add a consultant, please refer to the article Consultant Management Feature.
Map your financial software to Encore. On the MSPbots app, go to Settings > Client Mapping. Please read the article How to Use Accounting Mapping for Encore for the complete instructions. .

For questions about the mapping, please reach out to connect with Shawn at shawn@encorestrategic.io.
Next, update your employee's headcount.
Accept the invitation sent to your email. Once you accept, your group will appear in the peer group section.
To update your employee headcount
...
If you want to learn more about MSPbots, please check the MSPbots Demo Training Webinars. MSPbots has been a game changer for many MSP businesses.
...
Go to Settings and select Encore Benchmarking Settings.
Image Added
On the Encore Benchmarking Employee Headcount Form, click +New.
Image Added
Select a month and input the headcount for each type.
Image Added
Click Add when done.
Note
The Encore Benchmarking Employee Headcount should be updated monthly.
After connecting your software, mapping your accounts, and updating the headcount, you can now access the Encore dashboards.
What are the Encore Strategic Benchmarking dashboards?
...
You can view the dashboards from the Encore Strategic Benchmarking app. Navigate to Dashboards and select the dashboard you want to view.
Image Added
Encore Strategic Financial KPI
This dashboard shows your MSP's results from the 16 KPIs for Encore benchmarking. You can view the report monthly or quarterly using the Time Frame slicer. By default, the Encore Strategic Financial KPI dashboard shows the Actual and the Mean (average) measures over six quarters.
Image Added
You can view the widgets as a bar or line chart.
Image Added

You can also edit your view of the tables.
Image Added
Encore Strategic Consulting Peer Groups Benchmarking
This dashboard shows how your MSP fares with other companies in your peer group. You can view the report monthly or quarterly and select the company or peer group that should appear on the widgets.
Image Added
Like the Encore Strategic Financial KPI dashboard, you can view the widgets as a bar or line chart and edit your view of the tables.
How to start using the Encore GAIN Peer Group Benchmarking
...
A successfully set up Encore Strategic Benchmarking app entitles you to Encore GAIN Peer Groups access. Before you can access or join a group, please contact our Encore partner, Shawn Walsh, at shawn@encorestrategic.io first. Shawn will send you an invitation to join peer groups. Once you have accepted his invitation, your group will appear in the PeerGroup section in the MSPbots app. You can now start using the Peer Group feature.
Frequently asked questions
...
What should I do when my trial expires?

Your access to integration, GAIN-related reports, peer groups, and dashboards remain free
...
when your trial expires. If you don't plan to use the other MSPbots features, you may continue using the app and ignore the end-of-trial popup.
How much is the Encore Benchmarking Service?
Your GAIN membership fee already includes the Encore Benchmarking fee.
Do GAIN members have a discount on the full version MSPbots?
Yes,
...
GAIN members enjoy a 10% discount. Please reach out to Shawn
...
Walsh to avail of this.

Related Topics
...
Content by Label
showLabels false
max 5
showSpace false
excludeCurrent true
cql label = "encore"