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.

1. 1
The Art of Cutting Through the Nois e:
Streamlining Workflows wit P S A Int
h egration

2. 2
Len DiCostanzo
Senior V President of Business Development,
ice
Autotask.
Eric Anthony
Independent MSP and owner of
EA Group
G
S cott Calonico
Content Manager
GFI MAX

3. 3
Agenda
Introductions
Autotask Overview
The A of Cutting Through the Noise – Eric A
rt nthony
Questions & Answers

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

5. 5
Autotask Configuration Screen

6. 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. 7
GFI MAX and Autotask
Configuration

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

9. 9
Caption

10. 10
Workflow Rules

11. 11
Autotask screen

12. 12
Editing a Workflow

13. 13
Additional Workflow Rules
• Resend Critical Ticket notification if still unassigned after 1 5 minutes
• Resend New Ticket notification if still unassigned after 45 minutes
• Reminder notification 8 hours before a ticket is due.

14. 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. 15
+
=
 Automation
 Control
 Scalability

16. 16
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