the art of cutting through the noise
DESCRIPTION
In this webinar, we discuss how the use of Professional Services Automation tools can help you streamline your workflow and cut through the noise.Use PSA tools to create workflows to make sure that critical notifications are being taken care of right away while organizing other issues so that they can be repaired and responded to promptly.Joining GFI MAX will be Len DiCostanzo, Senior Vice President of Business Development, from Autotask, and Eric Anthony, independent MSP and owner of Eric Anthony Group.TRANSCRIPT
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The Art of Cutting Through the Noise: Streamlining Workflows with PSA Integration
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Len DiCostanzoSenior Vice President of Business Development, Autotask.
Eric AnthonyIndependent MSP and owner of EAG Group
Scott Calonico Content Manager GFI MAX
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Introductions
Autotask Overview
The Art of Cutting Through the Noise – Eric Anthony
Questions & Answers
Agenda
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Simple setup with Auto-Mapping
Automatic Ticket Generation against a Server or
Workstation (History)
Integration
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Autotask Configuration Screen
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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
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GFI MAX and Autotask Configuration
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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
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Caption
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Workflow Rules
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Autotask screen
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Editing a Workflow
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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
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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
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= Automation
Control
Scalability
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MSP Business Management
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