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 Automation Masterclass

✓ Reduce downtime, tickets, mistakes, labor, and risk with proven frameworks and methodologies around scripting, patching, backup, monitoring, and more

Train your new centralized services engineer A-Z with this single course

Bring repeatable process through playbooks for every critical delivery area of Centralized Services

Reduce client churn by providing consistent results and communication taught and refined through this course

Stop patching failures from silently going unnoticed for months with outcome-based monitoring that catches what your RMM misses

Learn the 80/20 rule for automation so you stop over-engineering and start producing results

Walk away with ready-to-use PowerShell scripts, KPI templates, and troubleshooting playbooks

Master the Effective Outcome Framework to communicate with leadership and get buy-in on your recommendations

Transform monitoring from "alert when broken" to continuous desired state enforcement


Course Details:

  • Automation Mindset & Methodology

     What is Centralized Services?

     How to approach automation

     How far can I, or should I, take automation?

     Can I even automate this?

     Automation rule book

     Centralized script management

     Testing: alpha, beta, production phases

     Introduction to KPIs

     MSP Automation Basics & Core Methodology take aways

 

  • Patching Mastery Course

     Introduction to patching

     Approval process

     Deployment, scheduling, and reboots

     Reboot control

     Troubleshooting & proactive fixes

     Verification & KPIs

     Patching take aways

 

  • Backup Mastery Course

     Introduction to Backups

     Getting familiar with RPO & RTO

     Backup default standards

     Backup troubleshooting

     Backup KPIs

     Backup take aways

 

  • Tool & Technology

     Tool & technology management framework

     Tool deployment

     Tool deployment KPIs

     Tools & technology take aways

 

  • Monitoring & alerting

    ✓ Introduction to monitoring

     Desired state

     Problem space & solution space

     Alerting & ticketing

     Monitoring & alerting take aways

 

  • Third Party Patching

     Introduction to third party patching

    ✓ Third party patching scope?

     Third party patching tools

     Third party patching KPIs

     Third party patching take aways

What MSPs Are Saying:

I highly recommend Fulcrum Insights, a leading provider of automation and security solutions and training. Fulcrum Insights consistently delivers reliable and innovative services that have significantly improved operations. Their automation capabilities and training materials will assist in streamlining many business processes, resulting in improved efficiency and cost savings. Their security solutions recommendations will also result in robust protection against cyber threats, giving you peace of mind and ensuring the integrity of your systems and data. The Fulcrum Insights team has demonstrated a deep understanding of information technology and adapting solutions to almost any industry and unique requirements. Providing tailored solutions and proactive support throughout a partnership. Their technical expertise, customer-centric approach, and commitment to excellence will make them a trusted and valuable partner. I strongly endorse their services and would recommend them to any organization seeking reliable and effective automation and security solutions.

Michael Walsh | Vice President of IT Operations | DKBInnovative