Pillar 2: Set up
A PSA that works the way your MSP works
We select, implement and optimise Autotask, HaloPSA and ConnectWise. Including RMM, integrations and training, so your team actually uses it.
Three packages, one independent partner
HaloPSA Partner and Autotask Partner, yet independent. You get advice based on your processes, and help with whichever package you choose.
Autotask
- Implementation and optimisation
- Contracts, invoicing and dashboards
- Datto RMM and IT Glue
- Integrations via the REST API
HaloPSA
- Implementation of or migration to Halo
- Workflows, runbooks and AI features
- Self-service portal and knowledge base
- Integration with Exact Online and your RMM
ConnectWise
- PSA and RMM setup
- Automation and scripts
- Review of integrations and app permissions
- Migration from or to ConnectWise
What we set up for you
PSA selection process
Requirements on paper, guided demos and honest advice.
Implementation
Tickets, SLAs, contracts, projects and invoicing, right first time.
Migration between packages
Switch with your data, without your service desk grinding to a halt.
PSA Health Check
A fresh look at your current setup, with the 15 biggest areas for improvement.
RMM setup
Monitoring, patching and scripts that match your contracts.
Integrations
Security, monitoring and accounting connected to your PSA, via MSP Connect.
Training
In-company for service desk, planners and management.
Modern workplace and security
Microsoft 365, Intune and Conditional Access with the right baselines.
An implementation in five steps
We start with your processes, not with the buttons.
1. Map the processes
How does your team work now, and what needs to improve?
2. Design
Contracts, SLAs, roles and reports on paper.
3. Set up and connect
The package, your RMM and your accounting.
4. Test and train
Everyone knows what to do.
5. Go-live and aftercare
We stay involved until it runs smoothly.
6. Fixed price in advance
After an introduction you receive a proposal with a fixed price. So you know in advance what you get and what it costs.
“MSP Mentor supported us with all the ins and outs of Autotask and Datto RMM. They know the technology and have a strong focus.”
Theiner ICT Autotask and Datto RMM
“MSP Mentor has a great deal of ready knowledge of every part of Autotask. A driven organisation with a pragmatic, no-nonsense approach.”
Computron Autotask
“When we decided in 2018 to switch to Autotask, it was partly thanks to Johan’s insight that we were able to integrate all our processes seamlessly.”
Office-IT Autotask, Belgium
