Process Automation for MSPs

Published on
February 28, 2023
Contributors
Nia Rabanes
Tagged
No items found.
No items found.
Subscribe to newsletter
Share this post

Want a fully technology-embedded business? Use process automation tools for MSPs and automate, automate, automate.  

Given their advancements, integrating automation within various MSP operations is not only possible but essential in ensuring that businesses are on track with the evolving trends of the IT industry.  

While there are plenty of ways to go about it, here are MSP-specific process automation tools that will keep your business at the forefront of where the IT industry is headed.  

Automated Ticket Dispatching

Sorting through customer service tickets can be a headache when you don’t have an automated system that organizes them.

It’s time-consuming: The time it takes to manually send out tickets to technicians could have been the time spent actually resolving queries or issues.

Sometimes, dispatchers may miss tickets from time to time, which can lead to clients feeling neglected.  

If it’s been a while since training was completed, technicians can also fall short of keeping up with standard practices, which may lead to cherry-picking, service delays, or forgetting to place notes—all adding up to how bad customer service can become.

MSPbots NextTicket Manager is the perfect solution to use for these issues since it:

  • Allows you to set up priority point systems for incoming tickets so your dispatcher can save up to 80% of their time sending them out.
  • Serves as a reinforcement of technician training (NextTicket Manager’s notifications and alerts).
  • Eliminates cherry-picking and random-picking tickets

Read more about NextTicket Manager here.  

The best thing about this bot? NextTicket Manager runs 24/7!

Seamless ticket dispatching round the clock, all day, every day: A huge step toward resolving common ticketing issues and one move closer to your MSP becoming the best that it could be.  

Process Automation in Tracking MSP Utilization Rates

Keeping a close eye on your performance is a given, and using process automation tools for MSPs in monitoring utilization rates is one way to see if you’re doing well.  

Utilize bots and process automation to streamline daily tasks that would previously have required several programs/apps, and make more efficient use of your time.  

Several of the many bots designed by MSPbots make tracking utilization rates easier: Tech Stats Reviewer, Attendance Auto Out, Last 5 Days Work Hours Summary, Daily Statistics Per Resource, Tech Utilization, and Team Statistics EOD.

Read more about them here.

These bots deliver notifications on employees’ utilized time, scheduled, and accomplished tasks—allowing you to understand patterns in your team’s schedules and work habits, keeping you well-informed at all times.

Now you can accurately track resource costs, adjust profit margin projections, and balance employees’ workload when necessary.

Managing Employee Attendance

Another aspect of running a business is managing employee attendance. Especially with various work set-ups, it’s essential to keep yourself posted on the status of the people running your MSP with you.  

An automated attendance system prevents your business from making decisions based on inaccurate data. Any course of action taken won’t have strong results if your data doesn’t show you the real picture.

MSPbots’ Attendance Manager tracks your employees’ work hours in real-time and enables a view of their statuses. This processes automation tool for MSPs also indicates whether they’re onsite or working from home. It also includes features for requesting and approving PTO, conveniently compartmentalizing all utilization information in one place.  

To ensure that the Attendance Manager is utilized effectively, attendance bots send employees timely reminders to log their clock in, clock out, and breaks. With this reminder, the attendance information that your employees input is more accurate.  

Read more about attendance bots here.

Increase your team’s productivity and establish straightforward workflows with attendance bots!

***

Equip your business with these MSP-specific process automation tools and watch your team’s efficiency skyrocket!

Begin your MSPbots journey today and book a demo with us!