Agenda

The Kaseya Certified Expert (KCE) in Autotask introduces administrators to best practices when customizing the platform to support their business processes. The course provides the opportunity to become KCE certified in Autotask at a testing center during the event.

In this course, students will learn about the platform’s customization, including areas such as Inventory and Procurement, Service Desk, Automation, and Reporting. This live session provides the opportunity for learners to ask questions and learn how to apply key concepts and configurations.

We strongly recommend completion of the Kaseya Certified Administrator (KCA) in Autotask PSA program prior to attending this Expert class.

Why you should attend: This training dives into advanced configuration of the platform to provide deeper insights and better practices to make business processes run optimally.

Who should attend:

• Learners who have intermediate knowledge of Autotask.
• Learners who are looking to network and brainstorm to improve their current processes.

After completing this session, you will be able to:

• Configure the Client Portal to meet the needs of your customers.
• Discern which Inventory and Procurement features are essential to your organization’s procurement process.
• Design complex ticket categories to support incident management.
• Customize the billing process in Autotask to streamline your billing workflows.
• Design dashboards for easy management of data analytics.
• Maximize the use of workflow rules by leveraging User Defined Fields.

What to expect:

• Lunch will be provided onsite.
• Sessions will be led by product experts.
• Sessions will be delivered in live demonstrations with breaks for workshops.
• Remember to bring your laptop.

Kaseya Certified Administrator is a recommended pre-requisite. You will receive access to Kaseya certified Administrator 45 days prior to the event.