Autotask Consulting & MSP Optimization
Get your Autotask working the way it should, so your team spends less time firefighting and more time delivering great service.
From a fresh Autotask setup to fixing a messy existing one, we help MSPs get their tools, workflows, and team processes working together properly.
All consulting work is led personally by Jacqui Kaminer.
Expert Autotask & MSP Consulting
Whether you need a fresh Autotask implementation, a full configuration review, or precision fine-tuning of your existing setup, working with an experienced MSP consultant delivers measurable improvements to your service desk and operations.
Autotask Implementation
Start right with a structured Autotask PSA deployment tailored to your MSP's service model, SLAs, and team structure.
Autotask Configuration
Align ticket types, workflows, queues, categories, and escalation paths to eliminate confusion and reduce manual overhead.
Autotask Fine-Tuning
Refine your existing Autotask setup with best practice optimizations, improving resolution times, reporting accuracy, and team efficiency.
Beyond Autotask: Full MSP Consulting
RMM Best Practice Standardization
Datto RMM monitoring templates, remediation policies, and baseline configurations
Reduced alerts & predictable endpoint health
Intune & Conditional Access Governance
Compliance policies, baseline configurations, and security governance
Secure, managed devices and identities
IT Documentation Frameworks
IT Glue / Hudu structure, SOPs, and knowledge base design
Shared knowledge & reduced "tribal memory" risk
QBRs & MSP Service Value Communication
Client reporting, roadmap conversations, and service reviews
Stronger perceived value & retention
Platforms We Work With
We work hands-on with the core systems that power MSP operations. We don't just advise on them, but configuring, optimising, and aligning them to the way your team actually works.
The Result
- •A calmer service desk
- •Clear ownership and accountability
- •Fewer escalations and repeat problems
- •Stronger client satisfaction and trust
Want to see these principles in action? Check out our real-world case studies from IT teams we've worked with.
Feedback from Customers
"It's rare to find someone with deep technical knowledge and a broad understanding of business. Jacqui has consistently demonstrated qualities of a value adder with an ability to guide in many areas."
— Chris
"Jacqui was a pleasure to work with. She solved several of our Autotask automation problems. She knows the product very well and is easy to work with. We are working better than ever thanks to Jacqui."
— Mike
"Great work on our service optimization and enhancements projects, can't recommend enough, will be back for some more shortly."
— Adam
MSP Consulting FAQ
Common questions about working with an independent MSP consultant.
Free Zapier Automation: Fix Misrouted Autotask Tickets
When customers email technicians directly, those emails get forwarded to the Autotask mailbox, but Autotask assigns the ticket to the technician's contact record instead of the actual customer. This Zapier automation fixes that automatically.
- ✓Detects forwarded tickets assigned to technician contacts
- ✓Updates the Primary Contact to the correct customer
- ✓Maps the associated Company with no manual lookup required