1 The Art of Cutting Through the Noise: Streamlining Workflows with PSA Integration
Jun 14, 2015
1
The Art of Cutting Through the Noise: Streamlining Workflows with PSA Integration
2
Len DiCostanzoSenior Vice President of Business Development, Autotask.
Eric AnthonyIndependent MSP and owner of EAG Group
Scott Calonico Content Manager GFI MAX
3
Introductions
Autotask Overview
The Art of Cutting Through the Noise – Eric Anthony
Questions & Answers
Agenda
4
+
Simple setup with Auto-Mapping
Automatic Ticket Generation against a Server or
Workstation (History)
Integration
5
Autotask Configuration Screen
6
Simple setup with Auto-Mapping
Automatic Ticket Generation against a Server or Workstation (History)
Automatic Closure of Tickets
Close Tickets By Clearing Checks
Enter Time & Summary Notes From Inside GFI Max Dashboard
+Integration
7
GFI MAX and Autotask Configuration
8
Prioritize ticket notifications
Monitoring tickets automatically placed in Monitoring Queue
Email Notifications sent based on alert type and priority
The Problem: Floods of Email AlertsThe Solution: Autotask Workflow Rules
9
Caption
10
Workflow Rules
11
Autotask screen
12
Editing a Workflow
13
Resend Critical Ticket notification if still unassigned after 15 minutes
Resend New Ticket notification if still unassigned after 45 minutes
Reminder notification 8 hours before a ticket is due.
Additional Workflow Rules
14
Manage workflow notifications
Automate SLA compliance
Track tickets by device and be able to generate historical reports to show value delivered
Save time and money by reducing duplicate data entry
Benefits of Integration
15
+
= Automation
Control
Scalability
16
MSP Business Management
» Real-world tips and resources
» Videos, webinar recordings,whitepapers, e-books, and more
» Blog articles discussing thelatest topics and techniques
Helping you to:
» Grow your IT support company
» Run your company more profitably
» Deliver fast IT support and increase uptime
» Minimize threats to your business
www.mspbusinessmanagement.com