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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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