Autotask PSA is designed as a complete IT Business Management Platform for MSPs, now from Datto (resulting from the Autotask merger with Datto in 2017).
N/A
Microsoft Excel
Score9 out of 10
N/A
Microsoft Excel is a spreadsheet application available as part of Microsoft 365 (Office 365), or standalone, in cloud-based and on-premise editions.
In my opinion, Datto Autotask is exceptionally complicated to set up, manage, and use on a daily basis. I would think the target market for this product would be someone managing a team of 20 - 50 people, possibly more. In my experience, for it to run properly you will need to dedicate at least half an FTE to running this product in an organization of that size per month. I would not recommend it for companies with less than 10 people or for companies that value quick communication with their clients. I would not recommend it for companies using Datto's RMM product. The integration exists, but it is clearly a bolt-on. They were not developed together and they are slow to talk to each other. Frequently you cannot add details from RMM sessions into the PSA without manually copying the ticket number, and if the ticket is more than a week old, then you can't even find it with the ticket number.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I don't really know another program as powerful as Excel. I've used Google Doc programs but do not feel they come close. So far, anytime I've needed a table of some sort for data, whether it's budget oriented or information off a survey, the best system has been Excel. We do web audits on occasion and we create an Excel worksheet featuring every URL of the pages we're auditing, notes, data about the content, information about files attached to the page and other information to help us determine what pages need updating, deleting or otherwise. We also use Excel primarily to export our Google Analytics to in order for us to create reports for clients that need to see specific information about their traffic.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The graphical calculations on time spent on requests, how long they were open for, who worked on a ticket last.
Grouping by priority so you can determine easier what needs to be addressed sooner rather then later. This also helps if Account Management has conversations a technician is not aware of so they can prioritize efficiently.
The email updates that are sent out to the technicians so they are aware of upcoming or stale tickets.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is very good at embedded formulas and tying cells to one another
It allows me to compare deals terms on a side-by-side basis and talk my clients through it easily.
It is very helpful as well in terms of allowing me to filter/sort results in many different ways depending on what specific information I am most interested in prioritizing.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Excel offers collaboration features that allow multiple users to work on the same spreadsheet, but managing changes made by different users can be challenging. Excel could improve its features by offering more granular control, better tracking of changes, and more robust conflict resolution tools.
Itcan be a barrier to productivity when importing and exporting data from other applications or file formats. To improve its features, it should offer better support for standard file formats and more robust error handling and reporting tools.
Excel can be challenging for finance students and working professionals, but it can be improved by offering more robust tutorials, better documentation, and more user communities and support forums.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Excel remains the industry standard for spreadsheets and has maintained simple and straight-forward formula writing methods. Although there is a learning curve to do more complex calculations, there are countless help sites and videos on the Internet for almost any need.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Datto Autotask PSA is a full featured product that can do almost anything you need. There is a significant learning curve to get started which requires several hours spent in product training. Additionally, several hours / days are needed to get clients imported, contracts configured, and integrations implemented. Once the setup and user training is complete, the product is very functional, but it's imperative to not get overwhelmed when starting out.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I'm giving it a 7 because it is my go to. But the fact other prefer Google Sheets when working with a team does get irritating. I've used the online version of Microsoft Excel that other teams can get into and it still seems behind Google Sheets. It's a little clanky and slow? If that's even a term.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The portion of Autotask that we've used other companies for prior to using Autotask is the Endpoint Management. The Autotask Endpoint Management (AEM) portal integrates perfectly with their PSA/CRM tools. It's alerting features are much better than the above software as there aren't a bunch of superfluous and unneeded alerts. Instead, it only alerts for things that you specify that you want. Alerts aside, for the PSA/CRM, I don't have much to compare it to as Autotask was the first PSA we tried. It's hard to imagine a PSA having more features or doing a better job than Autotask.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Out of Microsoft Excel, Microsoft Power BI, IBM SPSS, and Google Sheets, Microsoft Excel is by far the most common tool used for anything data-related across organizations. Accordingly, our organization has also implemented Microsoft Excel as a first-step tool. We recently adopted Microsoft Power BI (the free version), and use it occasionally (mostly for creating dashboards), but it is less commonly understood by stakeholders across our organization and by our clients. Accordingly, Microsoft Excel is more user-friendly and because of its popularity, we can easily look up how to do things in the program online. Google Sheets is a comparable alternative to Microsoft Excel, but because it's cloud-based and we have sensitive data that needs to be protected, we chose against using this software. Finally, a few users (including myself) have access to and utilize IBM's SPSS. For my role, it's a helpful tool to do more rigorous analyses. However, because of its cost and limited functionality as a simple spreadsheet, we only use it for more complex analyses.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Each user can use it to whatever level of expertise they have. It remains the same so users can contribute to another's work regardless of whether they have more or less expertise
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
