Managed Services Call for Business Process Automation

Understanding and adopting remote network management and services automation is an essential step in your transition to managed services and recurring revenue.

CI Staff

Automating business processes will keep everything running smoothly on the back end, so you can concentrate on your customer service. Especially when transitioning from products to services, this is crucial.

What is business process automation? There are two overarching platforms you can and should use to achieve process automation and managed services success.

The first is called Remote Monitoring and Management (RMM). Expanding automation every step of the way, this tool enables you to remotely access, update, and provide routine device maintenance.

The second is called Professional Services Automation (PSA). Serving as the operating system for your business, a professional services automation platform organizes your business around one system to centralize information related to service delivery, sales, projects, billing, and more.


Tips, advice, and long-term solutions on how to transition your business to an as-a-service model, and why it’s beneficial to do so.

Part 1: Why Change Your Business Model?

Part 2: How to Plan for the Big Transition

Part 3: Managing Cash Flow

Part 4: Adapting Your Sales Strategy

Part 5: Transitioning Your Existing Clients

Part 6: Business Process Automation

Part 7: How to Retain Clients

Check back for updates and new sections of the Ultimate Guide to As-a-Service to be released on

Chapter Six of the Ultimate Guide to As-a-Service explains in depth how an RMM or PSA can help your business as you begin to offer services to your clients. By installing remote networking services and automation on customers’ devices, you gain a proactive approach to managed services.

For example, when it comes to managing your as-a-service offering, the greatest ROI you’ll get from a PSA resides in accurate time tracking & service details, as well as billing automation. With every service issue captured and logged, your team members can track time, service details, and communications with the client right at the time of service.

These platforms will notify you if something is amiss in any of your offered service, and will enable you to fix it from wherever you are in that moment. You will have to hire less engineers, spend less time and money, roll less trucks, and essentially be everywhere at once.

Individually, RMM and PSA tools bring significant automation and efficiency to your business. But together, they bring automation to a whole new level.

By integrating these two solutions, you’re able to respond more quickly to client needs, capture and store information to uncover root causes of problems, predict new problems before they occur, and simplify troubleshooting for your technicians.

You can read more about industry-leading RMM & PSA integration here, in the Chapter Six of the Ultimate Guide to As-a-Service.

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