As IT consultants, we collect a lot of information about our clients — network configurations, equipment details, passwords, service tags, and more. But how do we organize it all so it's secure, accessible, and useful when we need it most?
Join us for a roundtable discussion on how fellow consultants manage client data. We'll explore:
- What information we collect and retain (e.g., network ranges, hardware records, credentials)
- How we organize it — from sticky notes and handwritten files to tools like ConnectWise and beyond
- How we access it securely — especially from mobile devices when a client calls out of the blue
- What tools work best — free, paid, or AI-assisted options
Whether you have a polished system or you're still figuring it out, come share what works (and what doesn't). This is a relaxed roundtable format — no slides required, just your experience and curiosity.