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Agenda

Autotask PSA Optimizer Level 2

Through workshop activities, this training will take your already functioning database and increase your productivity and profitability by “filling in the blanks” around Autotask PSA that may not have addressed during your original adoption.

This session will focus on:

• Opportunity and Quote Management

Customizing quote templates

Configuration of your site for quick and efficient quote creation

Improving reporting through consistent and complete data entry

• Contracts Management

Billing and managing configuration items for compliance and profitability

Optimizing contract management including contract renewal

• Configuration Item Management

Optimizing configuration item entry for tracking and mapping

Gaining insights around configuration management with reporting and widgets

This boot camp is best for partners who are already familiar with the basic overall workflow but are looking to increase their automation processes as well as partners who are following a workflow that works but looking to further align their current processes. This session runs 8:30 AM - 5:00 PM on Monday, June 8. Breakfast, lunch, and breaks are included. Please bring your laptop.

Speakers TBA!