MSP Integrations

Get More Done When You Partner with Stack Advisors

Need help integrating your professional services automation (PSA) and remote monitoring and management (RMM) tools to reduce ticket noise and streamline workflow on your different service boards?

Whether you use Connectwise, Autotask or Tiger Paw as your PSA platform, your RMM tools need to integrate and work well with your entire system.

When tickets are created properly, and the right issues are going to the right people on your team, you can be confidence your clients are receiving the service they need.

Don’t waste time and effort trying to make all of the different and specialized tools you use work together.

Contact Stack Advisors and let us take care of it.

Our Methods

ConnectWise Automate Remediation
Remediation is an important first step. Most ConnectWise Automate (formerly LabTech) systems are not properly updated or maintained. We patch the software, optimize ports and network configuration and adjust the MySQL settings for maximum performance.

Service Plans
Your Service Plan is the core of what you offer clients. This includes monitoring, anti-malware, backups and other services. We need to understand your approach to effectively align both ConnectWise Manage and ConnectWise Automate (LabTech). A deep discussion of your Service Plans will serve as the reference point for the rest of the process.

Solution Tuning
This is the center of any integration project. Our approach to tuning uses ConnectWise Automate’s strengths. The right way to control the noise isn’t just turning monitors off. We prefer to manage monitors in groups; adjusting the alerts, mapping the categories and applying them to dedicated service boards.

ConnectWise can still function with improper settings, but that leads to lost data and, ultimately, lost revenue. While your ConnectWise Automate server is being tuned, we make the necessary adjustments in your ConnectWise Manage installation to align the settings with ConnectWise Automate.

A well-planned integration of ConnectWise Manage and ConnectWise Automate can produce amazing results, but this alignment doesn’t happen in one step. We utilize our best practices and framework to bring the tools together. This doesn’t happen overnight. We firmly believe that any integration takes some time to begin working properly.

Management, Automation and Ongoing Strategy
When the integration project is all done, we offer an easy transition to our Managed MSP plans that will help your continue to get the most out of your investments.

Managed MSP allows your service offerings to easily evolve with improved automation and enhancement. Your ticket reports, both internal and client facing, will become more meaningful. Your team will begin to see IT support in a proactive way and your clients will be amazed by the results.

Ready to get started? Contact Stack Advisors today.

Here what you can expect when you work with Stack Advisors:

1. System Review
Every engagement starts with the system review. We perform a full review of your ConnectWise Manage and ConnectWise Automate (formerly LabTech) by digging into both common and little-known problem areas

ConnectWise Automate checks include server specifications, database consistency, integrations, patching, layout and error log review.

In ConnectWise Manage, we look at service boards, ticket processes & status, agreements, workflow, dispatching and integrations.

2. Team Call
We complete our internal analysis and prepare for a conference call. This is when we will discuss our findings with your team, talk about recommended remediation and finalize the details of the Statement of Work (SOW) for the rest of the project.

3. SOW Delivery
With the finalized SOW in hand, we clarify the project, timelines, desired outcomesand scheduling. You can choose to complete the work as a stand-alone project or roll it into a Managed MSP plan.

4. The Project
We finalize the contract and get to work. There is an initial round of additional discovery, group calls and behind the scenes work followed by integration, tuning, and a transition into a management plan.

Contact Stack Advisors to get started today.


ConnectWise is a registered trademark of ConnectWise. Autotask® is a registered trademark of Autotask Corporation. Tigerpaw is a registered trademark of Tigerpaw Software Inc. All other trademarks mentioned in this document are the property of their respective owners.