At Your (White Glove) Service!

Planform Settings and Configurations 

• Configuration and Settings Changes: Provide proven practice recommendations and add, delete, and/or update system configurations and/or settings. 
• Audit and Review: Audit and review to ensure adherence to proven practices and industry standards. 
• Platform Update Management: Perform regular system updates to ensure compliance with security and platform recommendations. MySQL and Windows server operating system upgrades are not included and are subject to additional cost based on estimated hours to complete. 
• Plugin Management: Perform regular plugin updates and configuration changes to ensure compliance with security and platform recommendations. 
• User / Security Management: Add, change, and remove users from the platform. Add, change, and remove security groups or roles. 
• On-Premises Server Advisory: Audit and review platform server resources and provide guidance and advice on additional resources or upgrades. 
• Integration Management: Assist with 3rd party integration setup and configurations within the UMM platform. 

Monitors and Alerting 

• Computer/Device Monitor Changes: Add, change, and remove device and system monitors. 
• Monitor Alerting Changes: Add, change, and remove alerting configurations. 
• Create/Test New Monitors and Alerting: Develop, audit, and test new device and system monitors along with corresponding alerting configurations. 
• Group/Filter/Search Changes: Add, change, and remove platform groups, filters, and/or searches. 
• Audit and Review: Audit and review to ensure adherence to proven practices and industry standards. 

Client/Site Management 

• Client Site and Location Changes: Add, change, and remove sites and locations. 
• Client Site and Location Setup: Prepare, setup, and configure client sites and locations. 

• Service Template Application: Update client and/or location level service templates and propagation. 

Endpoint Management 

• Assist with Agent Deployment: Provide scripts, solutions, and tips for platform agent deployment. 
• Audit and Review: Audit and review to ensure adherence to proven practices and industry standards. 

Patch Management 

• Patch Policy Changes: Add, change, or remove patching policies plus apply policies to appropriate endpoints using groups/filters or other mechanisms. 
• Patch Failure Assistance: Provide recommendations, potential solutions, direction, or other tasks to remediate failures the Client is unable to resolve themselves. 
• Audit and Review: Audit and review to ensure adherence to proven practices and industry standards. 
• Zero-Day Patch and Mitigation: Provide scripts that can perform an emergency patch installation and/or perform workaround mitigation (when possible). 

Script and Automation 

• Script Management and Creation: Develop, review, and test scripting solutions which include platform specific languages and/or PowerShell. Automation development, including scripting, is limited to a maximum of 4 hours per request. Automation solutions that exceed or are estimated to exceed 4 hours are subject to additional cost based on estimated hours to complete. 
• Automation Deployment: Schedule, associate, or otherwise deploy automation solutions using the platform functionality. 
• Proven Practice Solutions: Provides proven solutions for automation needs, including scripts to perform standard installations, software updates, and more. 
• Audit and Review: Audit and review to ensure adherence to proven practices and industry standards. 

"We're considering a shift in our RMM tool. Can we set up a session to review our current infrastructure and get recommendations?"

"We're experiencing some inconsistencies in our data flow. Can we schedule a session to troubleshoot and optimize our system architecture?"

"Our team is struggling with the adoption of a new system we implemented. Can we set up a training session to ensure smoother integration and utilization?"

"I've noticed our system performance has been lagging recently. Can we arrange a consultation to perform a system audit and identify potential bottlenecks.

"There seems to be some misalignment between our operational processes and the systems we use. Can we have a session to realign our systems for better efficiency?"

"We are looking to implement a new module, but I'm unsure of how it will integrate with our current setup. Can we schedule a discussion to strategize the integration?"

"We've encountered issues in our CPQ system integration. Can someone assist in troubleshooting the data syncing issue?"

"Our RMM tool isn't communicating properly with our PSA and 3rd party apps. Can we get technical assistance?"

"We've started using a new CRM, but it's not integrating well with our PSA. Can someone assist in streamlining the data transfer?"

"Our workflows and automations aren't ding what they are supposed to do. Can someone look into this?"

"There's a recurring error popping up in our accounting software whenever we try to run certain reports. Can we get someone to look into this?"

"I've noticed our inventory management system isn't updating in real-time. Could we have technical assistance to resolve the latency?"

"Can someone assist in setting up automated alerts and maintenance schedules in our new RMM platform?"

"We're transitioning to a new PSA and need help migrating our existing customer data. Can your team manage the data transfer without any hitches?"

"Our team requires training on the latest features of our PSA/CPQ/RMM system. Could you arrange a comprehensive training session for them?"

"We're planning a system upgrade next month. Can someone oversee the patch installations and ensure a smooth transition without disruptions?"

"Our quarterly audit is coming up. Can someone help compile all system logs and activity records for the review?"

"We're aiming to streamline our ticketing process. Can your team customize our current service desk software to better fit our workflow?"

"We need to integrate our sales and inventory systems for better real-time tracking. Can your team handle the integration and testing?"