FLUX.
MSP Operations & Client Visibility Platform
Client
Flux Technologies
Services
CLIENT PORTAL + AI
Website
In Development
Overview
A growing managed service provider needed to centralize operations scattered across four disconnected tools and give their clients real-time visibility instead of waiting for phone calls and quarterly reviews.
Flux Technologies is a managed service provider with a five-person team serving two clients, with plans to scale to fifteen. Their operations data lives in four separate systems: Atera for RMM and help desk ticketing, Microsoft Project for project management, Wisetrack CRM for client relationships, and QuickBooks for billing and invoicing. There is no single place where management can see the full picture, and clients have to call or wait for scheduled business reviews to get updates on their own tickets and projects.
We are building a unified platform that brings all of this together. The system includes a branded website for Flux, a client portal with real-time ticket visibility pulled from Atera (open, pending, and closed tickets with 30-day trends and 7-day rolling charts), a management portal with a cross-client operational view, and a custom project management system that ties into Microsoft Project.
The platform features role-based access designed around how Flux actually operates. The Co-CEO and Director get full access to every client and every data point. Employees see what they need to do their jobs. Clients get a view-only portal scoped to their own data. Authentication runs through Microsoft SSO with multi-factor authentication.
An AI assistant gives team members the ability to query live business data using natural language, pulling answers from across all four connected systems. The project is currently in active development.
About
Centralized
visibility.
A growing managed service provider needed to centralize operations scattered across four disconnected tools and give their clients real-time visibility instead of waiting for phone calls and quarterly reviews.
Challenge
Flux Technologies runs on four disconnected tools: Atera, Microsoft Project, Wisetrack CRM, and QuickBooks. With five employees and two clients, the lack of a unified view is already a problem. Management cannot see a single operational picture without jumping between systems. Clients have no self-service visibility and have to call or wait for monthly and quarterly reviews to get updates. As Flux scales toward fifteen clients, this fragmentation will only compound.
Goal
Build a unified operations platform with a client portal, management dashboard, project management system, and AI assistant. Centralize data from Atera, Microsoft Project, Wisetrack CRM, and QuickBooks into one place. Give clients real-time visibility into their tickets and projects. Give management a single view of all operations across every client.
Solution
We are building an integration layer that connects Atera's API, Microsoft Project, Wisetrack CRM, and QuickBooks into a unified data model powering multiple portals with role-based access. The client portal surfaces real-time help desk ticket status from Atera, including 30-day trend data and 7-day rolling charts, alongside project tracking pulled from Microsoft Project. The management dashboard provides a cross-client operational view covering tickets, projects, billing, and CRM data in one place. An AI assistant handles natural language queries against the connected data, letting team members ask questions and get answers without digging through four separate tools. The platform uses Microsoft SSO with multi-factor authentication, and the custom project management system replaces the need to context-switch into Microsoft Project directly.
