Skip to content

 

Nerdy Birdy

Get into the nitty-gritty with Nerdy Birdy

In this webinar series, we're showing you start-to-finish examples of successful integrations with our Synthesize vendors.

So, what happens after an integration launch? 

It's one thing to get an integration off the ground — it's quite another to see it take flight.

We're featuring guest speakers on the vendor side and they're sharing their integration experience with us and what it's been like our Synthesize billing module.

That's right, that means what went well and what went... less well. After all, every flight hits a little turbulence now and then.

Previous episodes

July 18, 2023

Episode #12

In July's episode of Nerdy Birdy, host Bryan Chapman, Manager, Partner Success, was joined by Kelvin Tegelaar, CEO at CyberDrain, to explore how Synthesize and CIPP can revolutionize your IT service management and level up your M365 game.

June 20, 2023

Episode #11

In June's episode of Nerdy Birdy, host Bryan Chapman, Manager, Partner Success, was joined by Ricky Cecchini, VP of Product at CloudRadial, to explore how Synthesize Billing can boost the bottom line on Microsoft NCE.

May 16, 2023

Episode #10

The Nerdy Birdy series has got to double digits! In this episode, watch Bryan Chapman, Manager, Partner Success (and host of Nerdy Birdy), and Tim Fournet, The Cratemaster at Rewst, deep diving into how Gradient and Rewst can help MSPs, Synthesize-connected workflows,  and much more.

April 18, 2023

Episode #9

Watch Gradient MSP's Bryan Chapman, Manager, Partner Success (and host of Nerdy Birdy), and Morgan Greff, Director, Engineering, deep diving into Custom Integrations on the Synthesize platform.

Mar 21, 2023

Episode #8

Watch Gradient MSP's Bryan Chapman, Manager, Partner Success (and host of Nerdy Birdy), Colin Knox, CEO & Founder at Gradient MSP, and Chris Wiser, CEO & Founder at 7-Figure MSP, as they deep dive into Synthesize and best billing practices (and strategies!) to maximize MSPs profits.

Topics they're covering in this episode include:

  • The drawbacks of NOT breaking out packages
  • Billing best practices: breaking out revenue and COGS

And key takeaways from the how-to portion of the webinar. You don't want to miss Nerdy Birdy Episode #8!

Feb 21, 2023

Episode #7

Bryan Chapman hosts Morgan Aspinall, Technical Consultant at HaloPSA. Topics they're covering in this episode:

  • Maximize profits by gaining a more detailed understanding of revenue-generating items and cost of goods sold, and linking them to general ledger accounts in your accounting package
  • Optimize and customize your billing experience with the use of Recurring Invoice Groups, Custom Reports and Custom Invoice Templates
  • Automate billing reconciliation with HaloPSA and Synthesize Billing

Jan 24, 2023

Episode #6

Join Bryan Chapman and Ty Smith as they get Nerdy with Liongard. In this episode:

  • A deep dive into inspectors, data prints and customer metrics. How to gain an operational advantage and seamlessly sync usage into your PSA. Unified data meetings unified billing with Liongard and Synthesize Billing!
  • Liongard Best Practices
  • Getting into the nitty-gritty with use-case scenarios
  • Plus anything you'd like to bring up! We want to hear from you!

Nov 15, 2022

Episode #5

Join Bryan Chapman and Ashley Cooper as they take a deep dive into the recent ConnectWise Manage + Synthesize Billing integration. In this episode they're covering:

  • Best practices in configuring your recurring agreements and how to accommodate customer exceptions

  • How to reconcile service bundles, fixed recurring packages, itemization of services, or a combination of them all!

  • The importance of segmenting revenue & COGS

  • Sales to service, the full journey of agreement sales

 

Oct 18, 2022

Episode #4

Host Bryan Chapman and guest speaker Matthew Sywulak, Director of Sales Engineering get into the nitty-gritty with the recent INKY integration. In this episode they're covering: 

  • Successful implementations and best practices
  • User management tips & tricks
  • How to get paid for everything you do.

 

Sep 6, 2022

Episode #3

In this session, host Bryan Chapman and guest speaker Chris Timm focus on how to maximize profitability with your PSA tool. In this episode they're covering:

  • PSA best practices and how to unlock the FULL potential of your PSA

  • Setting up Contracts and the importance of Billing in your PSA

  • How to audit services that don't have native integrations with your PSA (and those that do!)

  • Whether it makes sense to resell service bundles or itemize every single service in your resale stack

 

Aug 23, 2022

Episode #2

In this session, host Bryan Chapman and guest speaker Mark Glowacz cover the recent Mailprotector integration.

They get into the nitty-gritty with billing, show you how to use Security Groups, manage multiple domains, and get paid for everything you do.

 

Jul 19, 2022

Episode #1

In this session, host Bryan Chapman and guest speaker Scott Davis cover the recent Liongard integration.