Here’s an uncomfortable truth: Most MSPs are automating their way into expensive chaos.

You’ve probably seen it before. An MSP invests thousands in automation tools, spends months implementing complex workflows, only to end up with systems that break more often than they help. Sound familiar?

The problem isn’t the technology—it’s the approach.

The Wrong Way (That Everyone Does)

Most MSPs start automation projects by asking: “What’s our biggest problem?” Then they try to automate their way out of it.

This backwards thinking leads to:

  • Over-engineered solutions that nobody uses
  • Automation that creates more tickets than it resolves
  • Tools that require constant maintenance
  • Teams that lose trust in automation altogether

The Right Way: The IMPACT Framework

There’s a systematic approach that actually works:

Identify Pain Points – Map your highest-volume, repetitive tasks first. Complex problems come later.

Measure Current State – You can’t improve what you don’t measure. Baseline everything before you automate anything.

Prioritize by ROI – Start with high-frequency, low-complexity wins. Build momentum before tackling the hard stuff.

Automate in Phases – Master single-step automations before attempting multi-step workflows. Walk before you run.

Create Feedback Loops – Monitor performance weekly and adjust based on real usage, not assumptions.

Track Success Metrics – Focus on time saved per technician, error reduction, and client satisfaction improvements.

The Game-Changing Insight

The best first automation is usually your simplest, most repetitive task—not your most complex problem.

Start with basic ticket creation, standard alerts, or routine reporting. These “boring” automations build confidence, demonstrate ROI, and create the foundation for more sophisticated workflows later.

The Bottom Line

Successful MSP automation isn’t about having the fanciest tools—it’s about following a proven process that builds sustainable efficiency over time.


Ready to automate the right way?

We help MSPs implement automation frameworks that actually deliver results. Our proven methodology turns automation chaos into competitive advantage.

Book Your Free Discovery Call and find out which processes in your MSP should be automated first for maximum impact.

Because life’s too short for automation projects that fail.