Skip to main content
SolarWinds MSP
  • Login
  • Support
  • Partnerships
    • Partnerships Overview
    • Solution Provider Program
    • Technology Alliance Program
    • Distributor Program
SolarWinds MSP
  • Products
    • SolarWinds N-central Automate what you need. Tackle complex networks. Try this remote monitoring and management solution built to help maximize efficiency and scale.
    • SolarWinds RMM Start fast. Grow at your own pace. Try this powerful but simple remote monitoring and management solution.
    • SolarWinds EDR Defend against ransomware, zero-day attacks, and evolving online threats with Endpoint Detection and Response
    • SolarWinds Backup Manage data protection for servers, workstations applications, documents and Microsoft 365 from one SaaS dashboard.
    • Mail Protection & Archiving Protect users from email threats and downtime.
    • Password Management Easily adopt and demonstrate best practice password and documentation management workflows.
      • Passportal Demo
    • PSA & Ticketing Manage ticketing, reporting, and billing to increase helpdesk efficiency.
    • Remote Support Help support customers and their devices with remote support tools designed to be fast and powerful.
  • Solutions

    I'm looking for...

    • Security Solutions
    • Monitoring Solutions
    • Efficiency Solutions
  • Resources
    • Blog
    • Webcasts & Events
    • Ask the N-central Experts
    • Daily Live Demos
    • RMM Foundations Training
    • Upcoming Events
    • Upcoming Webcasts
    • Resource Center
    • COVID-19 Resources
    • Resource Library
      • Case Studies
      • Product Information
      • eBooks
      • White Papers
      • Infographics
    • SolarWinds MSP Free Tools
    • GDPR Resource Center
    • Security Resource Center
    • MSP Institute Webinar Series
    • MSP Advice Project
  • About
    • Contact
    • Customer Success
    • Worldwide sales and support
    • Careers
    • Awards and Recognition
    • Get A Quote
    • Newsroom
      • Press Releases
      • In The News
      • Media Contacts
      • COVID-19 Response
    • Leadership Team
    • Legal
      • Cookie Policy
      • Privacy Notice
      • Software Services Agreement
      • Terms of Use
      • Backup Fair Use Policy
    • Security
      • SolarWinds Security Statement
      • Vendor Data Protection Requirements
    • Support
  • IT Departments
  • Contact Sales
    • Get A Quote
    • General Inquiry
  • TRY NOW
    • SolarWinds RMM
    • SolarWinds Backup
    • MSP Manager
    • SolarWinds Passportal
    • SolarWinds N-central
    • SolarWinds Mail Assure
    • SolarWinds Risk Intelligence
    • SolarWinds Take Control
  • Request a Quote
  • Try Now
    • SolarWinds RMM
    • SolarWinds N-central
    • SolarWinds Backup
    • MSP Manager
    • SolarWinds Mail Assure
    • SolarWinds Passportal
    • SolarWinds Risk Intelligence
    • SolarWinds Take Control
Request quote
Filter Blogs
  • Filter by:
  • MSP Business
    • Automation
    • Backup & Disaster Recovery
    • Security-series
    • Best Practices
    • Business
    • Business Growth
    • Business Risk
    • Cloud Computing
    • Customer Service
    • Cybersecurity
    • Cybersecurity Awareness Month
    • Data
    • GDPR
    • Internet of Things
    • IT Support
    • ITSM
    • LOGICcards
    • Machine Learning
    • Mail
    • Managed Services
    • Marketing
    • Mobile
    • Networking
    • Operations
    • Podcast
    • Product
    • PSA
    • Remote Management
    • Research & Trends
    • Risk Intelligence
    • Security
    • Security Vlog
    • Service Desk
    • Services & Support
    • The Head Nerds
    • Tips & Advice
    • Training
Home Blog MSP Business Automation 5 Tasks You Should Already Have Automated
Automation

5 Tasks You Should Already Have Automated

By Pedro Pereira
7 December, 2017

Much of the technology discussion today revolves around automation. It is a principal goal of the Internet of Things (IoT), digital transformation, and artificial intelligence (AI). But automation is nothing new to MSPs, since replacing repeatable tasks with software scripts is central to the managed services model.

Still, many MSPs continue to get by without automating processes they should. This bogs you down with routine tasks, making you less efficient and limiting your ability to deliver excellent service.

So as we stand on the cusp of a connected world, where automation plays a fundamental role, MSPs already should have replaced manual processes in at least five areas—billing, help desk, patch management, data backup, and customer onboarding. 

Billing

billing.jpgAccurate, timely billing is essential to healthy customer relationships. If you’re still handling this aspect of the business manually, you’re running the risk of introducing errors and hindering the process as your billing department (who in many cases is the owner or an office assistant) gets pulled into other tasks. Customers aren’t very tolerant of billing errors, so the sooner you automate this function, the better off you’ll be.

Help Desk

As MSP Alliance President Charles Weaver says, “Any time you have to manually interact with a trouble ticket, you should look at that as an opportunity to automate.” Scripting functions, such as routing and assigning tickets, initiating remediation, and tracking a ticket response, make for a much more efficient help desk. It allows your staff to focus on the bigger problems or get reassigned to proactive tasks.

Patch Management

patching.jpgTest management is one of the most common features of RMM platforms. It makes sense to simply take advantage of the functionality, but if you have special circumstances requiring you to test patches before you apply them, you can still take advantage of automation to disseminate the patches. As soon as you’re done testing a patch, you’ll want to apply it because it could well be what prevents a cyberattack against a customer.

Data Backup

MSPs traditionally have used automated data backup and recovery to get their foot in the door with managed services. Every MSP should use automated backup systems and require customers to leverage them. Especially in the age of ransomware, when an attack can shut down a business from one minute to the next, having readily available data backup can save a customer’s bacon. Automating the process allows you to customize backup to customer needs and increases backup reliability.

Onboarding

onboarding.jpgEvery customer is different, so onboarding will differ from one to the next. But most tasks involved in onboarding can be scripted because they are repeatable from one environment to another. The more onboarding tasks you automate, the smoother the process is likely to be, which makes for a good start to the customer relationship.

Automation makes you more efficient while making your services more predictable and reliable for the customer. If you still haven’t automated any of these tasks, start now. If you have, start thinking of what to automate next. 

 

Pedro Pereira is a Massachusetts-based writer who has covered the IT channel for two decades. Recognized as one of the first journalists to cover managed services, Pedro continues to track, analyze and report on the IT channel and the growing MSP partner community. 

 

© 2017 SolarWinds MSP UK Ltd. All rights reserved.

You might also like...
Automation

What the Head Nerds Were Up to in 2020

Automation

TAP Blog Series: Creating Your Automation Strategy—Three Key Components You Must Have in Place

Automation

Why Automation Should be Part of Your Sales Pitch

Automation

Motivating Your Team to Work on Automation

Automation

Is It Worth Automating? 

Automation

Should You Have an Automation Team? 

Want to stay up to date?

Get the latest MSP tips, tricks, and ideas sent to your inbox each week.

Loading form....

If the form does not load in a few seconds, it is probably because your browser is using Tracking Protection. This is either an Ad Blocker plug-in or your browser is in private mode. Please allow tracking on this page to request a subscription.

Note: Firefox users may see a shield icon to the left of the URL in the address bar. Click on this to disable tracking protection for this session/site

Recent Posts
  • What the Head Nerds Were Up to in 2020
  • RMM and PSA Tools: How to Make the Most of Both
  • How to Empower an IT Help Desk Team for Success
  • Six Tips That Will Make Managing Your MSP Company Easier
  • January 2021 Patch Tuesday: One Actively Exploited Vulnerability and a Few Likely to Be
Categories:
  • Security (230)
  • Tips & Advice (122)
  • Best Practices (94)
  • Managed Services (86)
  • Backup & Disaster Recovery (83)
  • The Head Nerds (75)
  • Business Growth (75)
  • IT Support (42)
  • Business (39)
  • Automation (37)
  • Cybersecurity (37)
  • Operations (34)
  • Mail (33)
  • Remote Management (28)
  • ITSM (25)
  • Cloud Computing (21)
  • Networking (21)
  • Data (21)
  • Marketing (14)
  • Product (11)
  • PSA (11)
  • Service Desk (5)
  • Services & Support (5)
  • Mobile (4)
  • Risk Intelligence (4)
  • Internet of Things (3)
  • Customer Service (3)
  • Research & Trends (2)
  • Training (2)
  • GDPR (2)
  • Business Risk (1)
  • LOGICcards (1)
Show moreless
SolarWinds MSP

Products
  • SolarWinds RMM
  • SolarWinds N-central
  • SolarWinds Backup
  • SolarWinds EDR
  • SolarWinds MSP Manager
  • SolarWinds Mail Assure
  • SolarWinds Risk Intelligence
  • SolarWinds Take Control
  • SolarWinds Passportal
  • All Products Use Cases
Solutions
  • Security Solutions
  • Monitoring Solutions
  • Efficiency Solutions
  • Identify which RMM solution is right for me
  • Drive Efficiency with Automation
  • Manage my MSP Business More Efficiently
  • Manage my IT Department More Efficiently
  • Layered Security
  • Cross-Platform Support
  • Data-Driven Insights
About
  • About Us
  • Careers
  • Newsroom
  • Leadership Team
  • Upcoming Events
  • Subscription Preferences
  • SolarWinds
  • SolarWinds Trust Center
  • COVID-19 Response
Support
  • SolarWinds RMM
  • Solarwinds N-central
  • SolarWinds Backup
  • SolarWinds Mail Assure
  • SolarWinds Take Control
  • SolarWinds MSP Manager
  • Solarwinds Risk Intelligence
  • Solarwinds Threat Monitor
  • SolarWinds Passportal
  • SolarWinds Take Control Downloads
  • Backup & Recovery Downloads
  • Service Status

Footer 2

  • Legal Documents
  • Privacy
  • California Privacy Rights
  • Security Information
  • Sitemap

© SolarWinds MSP Canada ULC and SolarWinds MSP UK Ltd.
All Rights Reserved.