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What this unit is about

This course covers the most important pieces of making your PSA (Professional Services Administration) service board work effectively. Your PSA is the brain center of your entire operation.

Most Managed Service Providers don’t use their PSA systems efficiently. In fact, most of them only use 10-20% of the capabilities of their PSA. This costs you money because you have the tool to run everything in your business more effectively. But if you don’t put the right information into the tool, then you can’t get the reports you need to improve your business.

We’ll also cover the daily operation of a managed service business – or any IT shop with a service board and one or more technicians who execute the service. It assumes you have a service board or PSA (Professional Services Administration) and a service manager.

Whether you sell “break fix” or flat fee services, a service board will take your company to the next level – if you use it right. In addition to covering setup and core standard operating procedures, we’ll get into the “nitty gritty” of running a service board and managing the service department.

Objectives

  1. Understand How the Components of Service Work Together
  2. Managing all the Time in Your Service Business
  3. Defining the Perfect Service Ticket
  4. The Most Important Reports You Need to Run
  5. Building Excellent Customer Service

Video Transcript:

Additional links you might find useful:

Class Outline

Module 1 Class Introduction-
Unit 1 Introduction  - Preview  
Unit 2 Live Class Information  
Module 2 Class Content-
Unit 1 Core Components / Building Blocks of a Great Service Board  
Unit 2 Core Processes and Procedures for Success / Time Tracking the Right Way  
Unit 3 Implementation and Daily Processes  
Unit 4 A Day in the Life of the Service Desk / Policies that Drive Profitability  
Unit 5 Build and Maintain a Well-Oiled Machine / Getting the Details Right  
Unit 6 Next Steps . . .  

Your Instructor

Karl W. Palachuk
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