OPTIMIZE FOR AUTOTASK

Advanced Reporting, Deeper Insights, Enhanced Efficiency

Use Optimize for Autotask to enhance your ability to gather, analyze, and act on critical data. If you’re currently utilizing Autotask for your managed services, imagine if you could maximize its reporting capabilities.

Optimize for Autotask enhances your data analysis, empowering you to uncover insights that lead to more informed decisions. From customizing reports and automating workflows to boosting team collaboration, Optimize for Autotask enables you to drive your business.

Easy Setup

Out-of-the-box content in less than 1 hour

Integrate Seamlessly

Enhance visibility throughout your organization

Designed for MSPs

Designed specifically for MSPs. We understand the MSP industry and have designed features that cater to your unique requirements.

Automated Updates

Fully automated update process

Highly Customizable

Customize dashboards, KPIs, and reports

Flexible Pricing

Adaptive tiers and user-based pricing options for small,
medium, and large MSPs

Take Autotask Reporting to the Next Level!

Maximize Your Autotask Capabilities

You currently utilize Autotask to manage your services, but have you considered harnessing its full reporting potential?

Optimize for Autotask enhances your data analysis, empowering you to discover insights that lead to more informed decisions. From customizing reports and automating workflows to enhancing team collaboration, Optimize by DataMaaS enables you to seize control.

Key Features:

Metrics & Targets

Define your metrics or use ours out of the box. Give them context by setting targets.

Advanced Custom Reports

Create tailored reports aligning with your KPIs and your business objectives.

Real-Time Insights

Access data quicker enabling you to make more informed decisions.

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Why Optimize for Autotask?

The Perfect Companion to Autotask

Tailored exclusively for Autotask users, Optimize for Autotask empowers you to effectively collect, analyze, and respond to essential data. With improved performance tracking and more actionable insights, you can now fully leverage Autotask’s capabilities.

What Makes Us Different?

Seamless Integration

No complicated setups or data migration – it works right out of the box. Connects to Quickbooks and other integrations bringing all your key business data into a single dashboard system.

Integration Compatibility

Connects to Quickbooks and other integrations bringing all your key business data into a single dashboard system.

Tailored for MSPs

We know the Managed Service Provider business and have designed features that fit your needs.

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Who Can Benefit from Optimize for Autotask?

Purpose-Built for MSPs

If you are currently utilizing Autotask, Optimize for Autotask is the ideal next step for enhancing your business operations. This solution is designed for Managed Service Providers to boost efficiency, transparency, and informed decision-making, providing significant value across various departments.

Ideal For:

Service Delivery Managers

Track SLAs and improve service desk performance.

Operations Managers

Automate workflows and enhance operational efficiency.

Business Owners & Executives

Monitor financial health and identify new growth opportunities.

FIND YOUR SOLUTION

Consolidate Multiple Business Units

Perfect for acquisitions

Optimize can consolidate all your business units giving you a complete view of your entire organization. You can choose to run your business units separately or migrate to a single Autotask instance. Either way, Optimize for Autotask will provide your organization with a global view with all current and historical data.

Multiple Autotask Databases

If you have more than one business unit that runs Autotask, we can configure Optimize to point to them both, pulling the data into a single consolidated dashboard. We even support multiple currencies in case the entities are in different countries.

Non-Autotask Databases

If you have one business unit on Autotask and another on any other PSA system, we can tailor a data acquisition process for your PSA system or other 3rd party integration. This provides you with the same level of consolidated reporting as if you had your business units in a single instance of Autotask, but without all the headaches and costs associated with system migrations.

One-time Historical Load

If you’ve migrated off any other system, we can help you pull the data one time and load it into your existing Optimize environment. This enables you to preserve your valuable historical data versus always having to switch between two different reporting systems and having to splice data together.