After you close a new client contract, what should be your next step? Successful managed services providers (MSPs) will start with planning, meaning they’ll look to their team to determine the right people to take on the job. If you’re like most MSPs, however, there might be one thing holding you back: you don’t have any insight into who on your team is available to take on more work!
As an MSP business owner, you’re focused on serving your clients and overseeing projects in the most efficient way possible. Therefore, you need to have a clear view of your team schedules to ensure everyone is being utilized to their fullest potential. With this kind of visibility, you can assign tasks accordingly, avoid overworking someone who already has their plate full, and most importantly, ensure your projects stay within scope. So, to give you the visibility you need to run a more successful MSP business, here are three ways you can leverage smart automation technology to improve collaboration and efficiency.