Automation Checklist
When it comes to running a successful business, bigger doesn’t always
mean better. Leverage automation in your IT department to save time,
reduce manual processes and make the most of your resources.
• Stay lean — avoid doing repetitive tasks that take you away from
scaling your business
• Leverage workflow integrations
• Use your tech skills — leverage your best assets to stay ahead Most Important
• Use your extra time to sharpen other skills Important
Less Important
Use this checklist to review how your team is leveraging automation
in key areas of your business:
Asset Management
Do you use a tool to automatically scope your network, without
having to walk the entire site?
Are all assets, including network devices, automatically added to your
documentation system?
Are all assets, including network devices, automatically added to your
PSA tool?
Do you use a tool to automatically generate a topology map of
your network?
Do you use a tool to detect when new devices are added to your network?
User Management
Is your user/contact list in sync with your Identity Management system
(Microsoft 365, Active Directory, etc.)?
Service Desk Automation
Are devices linked to tickets automatically when a support request
comes in from a certain device?
Is information about the user, and device pertaining to a ticket shown
automatically to the technician when they open the ticket?
Are suggested SOPs and Passwords shown to the technician based
on the context of the ticket they are working on?
Is information about your stack (backup, anti-virus, networks, etc.)
updated automatically in the documentation tool?
Is the technician able to start a remote connection to the device attached to a
ticket, without having to window-toggle and locate the device in the Endpoint
Management tool?
Do alerts detected by your Endpoint Management tool generate tickets
to your PSA?
Is the technician able to execute an automation script on the device attached to
a ticket, without having to window-toggle and locate the device in the Endpoint
Management tool?
Does your Endpoint Management tool attempt to remediate alerts automatically?
Does your ticketing system or Endpoint Management tool de-dupe
multiple alerts from the same device?
How is a user’s information populated on screen when they call in for
the technician to reference?
Are help articles and related information shown to the user based on
the context of their request before they submit a ticket?
Are help articles or suggested fixes automatically sent as a reply to
the user based on keywords or categories of their ticket?
Notes:
Having your documentation in tip-top shape allows you to understand how each
component of your IT infrastructure plays into the whole and supports your core
business processes.
See why over 200,000 IT professionals depend on IT Glue daily to
streamline their operations.
Watch a Quick Demo of IT Glue here
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