Autotask is web-based software designed to help IT Service run better by having everyone and every key function all working from a common database of business information.

Autotask is built with multiple integrated modules -- including CRM, project management, customer service, time tracking and billing -- that all run off the same database, literally giving you access to everything going on in the company.

You configure Autotask To Work The Way You Do

Autotask can be easily configured to support your unique IT Services business functions. Individual modules can be turned on and off across-the-board, or you can give individual users different levels of access and different views on the data, depending on their function. And, to get even more power at your fingertips, Autotask can be integrated with other general business software, such as Microsoft Outlook, Excel, Word and accounting software like QuickBooks.

Special Features for MSPs

Autotask has established a special initiative – The Autotask Ready Program – that features partnerships with the leading providers of remote monitoring software. Whenever products from these companies generate e-mail alerts, Autotask is able to capture alert, automatically generate a service ticket, and then automatically route it to the proper resource for resolution – all based on workflow rules you create. Alerts can be handled based on type and priority, and there is even an autoescalation feature to reroute tickets when specific conditions are not being met.

Why An Integrated Solution Is So Important

If you are like many IT Service Providers, the chances are that you continue to rely spreadsheets, whiteboards and manual or homegrown solutions to run your business.

IT Service Providers that use these ad hoc systems "hit the wall" as they attempt to sustain their growth. They soon reach a point where they cannot manage the number of employees, customers and managed services contracts needed to sustain their operations. They are past the point where "everyone knows everything that's going on," because these ad hoc systems "silo" the critical functions of the company.

There are many warning signs that appear when the service side of your business is in need of IT Services Management software. Among the issues that are likely to surface are:

• Inefficient business processes are holding back growth;
• Profitability is lacking and you and don't know where to look for improvements;
• There's no easy way to quickly understand what's due, what's done, what's overdue, who has time or what's at risk;
• Important implementation deadlines are missed;
• Billable hours on projects and service tickets are not properly accounted for;
• Expenses fall through the cracks and never get billed to the customer;
• You find it impossible to accurately track and bill customers because you use so many different billing methods, rates and rules;
• Your customers are unhappy about your responsiveness, communication and level of service;

Worst of all, the company's management has no efficient way to get a real-time view of the company's overall health.

Be Wary Of Stand-alone Applications

Because the "pain" hits different parts of the typical software company at different times, individual department heads often seek out stand-alone applications, or "point solutions," for their own departmental needs. The professional services team brings in a stand-alone project management tool. The customer support group buys a more robust help-desk package. The head of business development looks for a new CRM package. The business manager buys a time and billing solution. The smaller problems are fixed, but the bigger ones – those that cross departments – get worse.

The Affordable IT Services Management Solution

Until recently, the only software available to solve these problems took the form of exorbitantly expensive all-in-one enterprise software solutions, such as Primavera, PeopleSoft, SAP, and the like. These products are specifically designed as integrated business management systems, but are not economical for the typical software company with 20-100 employees.

Autotask is a new breed of affordable software application, delivered on-demand, specifically designed to deal with the key challenges facing companies that create, sell, implement and support software solutions, as well those who integrate third-party software into customized solutions.

There's no large upfront charge for the software and no expensive hardware to buy and maintain. You pay a low monthly fee for each use... about the same cost of what you would spend buying them one cup of coffee a day.

Best-of-Breed Functionality

Perhaps the most valuable benefit of implementing the Autotask IT Services Management solution is the automation and integration of all business processes from winning new customers to billing. This gives you a full view of your business metrics, in real time.

With just a few keystrokes, you should be able to instantly:

• Understand your sales pipeline and performance against goals;
• Determine what's due, what's done, what's overdue and what's at risk;
• See all the work that is being done for any given customer, including implementations, custom development, professional services, consulting services, and management services;
• View the big picture – the complete portfolio of project and customer service work that are in-house;
• Drill down to any level of detail, to assess which customers or projects are profitable and which are not;
• View resource and staff availability, resource utilization and billable hour reports;
• Analyze how individual team members are performing;

With all that capability to measure the performance of your business, you can easily see where and how improvements can be made. In addition, it is easy to put that power to work for you. Business Management Software is designed to be flexible. As a result, you can readily configure it to work with your internal workflow and best practices.

Seeing Is Believing

Now's the time to get better control over your company operations. Contact us now and we'll be happy to provide you with a personalized demo of Autotask right on your desktop via the web, at a time that's convenient for you. Then, if you like what you see, we can set you up to try our software with demo data from a sample company.

» Back to Top