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The Art of Cutting Through the Noise: Streamlining Workflows with PSA Integration

The Art of Cutting Through the Noise: Streamlining Workflows with PSA Integration. Len DiCostanzo Senior Vice President of Business Development, Autotask. Eric Anthony Independent MSP and owner of EAG Group. Scott Calonico Content Manager GFI MAX. Agenda. Introductions

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The Art of Cutting Through the Noise: Streamlining Workflows with PSA Integration

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  1. The Art of Cutting Through the Noise: Streamlining Workflows with PSA Integration

  2. Len DiCostanzo Senior Vice President of Business Development, Autotask. Eric Anthony Independent MSP and owner of EAG Group Scott Calonico Content Manager GFI MAX

  3. Agenda • Introductions • Autotask Overview • The Art of Cutting Through the Noise – Eric Anthony • Questions & Answers

  4. + Integration • Simple setup with Auto-Mapping • Automatic Ticket Generation against a Server or Workstation (History)

  5. Autotask Configuration Screen

  6. + Integration • 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

  7. GFI MAX and Autotask Configuration

  8. The Problem: Floods of Email AlertsThe Solution: Autotask Workflow Rules • Prioritize ticket notifications • Monitoring tickets automatically placed in Monitoring Queue • Email Notifications sent based on alert type and priority

  9. Caption

  10. Workflow Rules

  11. Autotask screen

  12. Editing a Workflow

  13. Additional Workflow Rules • 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.

  14. Benefits of Integration • 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

  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

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