What’s an Automated Runbook?

What’s an Automated Runbook, and why do you need it to get organized?

The short answer: it’s how we bring your documentation and intellectual property to life in MSPComplete. Automated Runbooks operationalize your best practices and ensure that your services are delivered with consistency—the key to increasing satisfaction for your customers and profitability for your business.

You’ve got systems in place that turn alerts into tickets and tickets into bills; you’ve got a wealth of scripts you can run that help address customer pains with the products and technologies they’re using; but there’s something missing. (Hint: not anymore, thanks to MSPComplete!)

How do you know services are delivered the best way every time?

If your processes are captured in a document for others to follow, you’re ahead of many of the IT service providers we’ve spoken to. Many don’t have their methods written down to begin with, let alone standardized.

Even if you keep your documents updated with your best practices, how do you ensure these documents are actually being followed every time to improve the service delivery?

What happens when an engineer finds a smarter or faster way to solve a problem?

How do multiple team members collaborate on a process quickly and efficiently if the document can’t tell them exactly where their teammate left off and what they need to do next?

Automated Runbooks are the answer.

Convert your documentation into action. Turn your processes into step-by-step guidance that surfaces the exact information needed at the right moment. Track every task to ensure your process is being followed and eliminate constant status updates with increased visibility into every service delivered.

Capture and scale your knowledge, best practices, and intellectual property. Crowdsource best practices and spread hero work across your organization. Automated Runbooks can also be built as templates and then customized for verticals, unique customer needs, or specific scenarios. Grow your intellectual property to increase the value of your business.

Do you use MigrationWiz to onboard customers to the cloud? Now you can leverage step-by-step guidance to learn and use all of the advanced MigrationWiz features! Do you have custom processes you wrap into your MigrationWiz projects? You can modify BitTitan-built templates to match the way you deliver, and get your best practices out of your most talented engineers’ heads and into everybody’s delivery process.

Boost employee engagement and growth. Ensure the right person is doing the work that makes sense for their skill level and their workload. Leverage step-by-step guidance to teach new skills to junior resources faster. Empower your best people to focus on the most challenging work. Intelligently assign work to individuals or teams, manage tasks queues, and even load balance work automatically.

Get organized to increase service profitability and customer satisfaction. You can’t measure and improve profitability if you aren’t executing your services with consistency. Standardizing your processes not only helps you understand the true costs of delivering services, but ensures your customers are getting exactly what they paid for. Keep everyone aligned internally and externally, and give customers a smooth hand-off from sales to delivery.

Bring automation into your documentation.

Want to be the first to learn how to build custom 1-click automation and integrate advanced task logic into your services in MSPComplete?

Join us this October at Elevate, the only conference for the Modern MSP! We’re sharing next-level tips, tricks, and exclusive training to help you get automated. Plus, we have great sessions for both business and technical professionals and a range of incredible speakers—from analysts and CEOs of world-renown MSPs to technology visionaries. Register today and we’ll see you in Denver this fall!

Ready to get started with MSPComplete?

Sign up for your free account to start getting organized with Automated Runbooks.

Got a migration project? Learn more about our bundled license and how MSPComplete makes multi-workload migrations with MigrationWiz even easier and more profitable!

Are you a software provider? If your tools empower MSPs and boost their profits, you should learn more about our Publisher Program.

About the author

Spencer Czapiewski

Spencer Czapiewski is a senior staff writer for ModernMSP. A Seattle native with a passion for writing and marketing, he loves putting narrative and lightheartedness into his technology content.

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