For MigrationWiz users, the new version of MSPComplete brings many changes designed to deliver managed Services more effectively. What drives the greater efficiency is how MSPComplete is optimized to work seamlessly with MigrationWiz. To take full advantage of the improvements, this article explains these changes and guides you through using MSPComplete together with MigrationWiz.
Sections in this article
The following sections explain how MSPComplete affects business strategies and workflows for MigrationWiz users.
An integrated platform for customer management
MSPComplete gives you an integrated, end-to-end Service delivery platform that you can use to manage your customers’ daily IT needs. In addition to the familiar BitTitan migration tools, it provides a wealth of new Services that simplify and streamline your business, helping you stay current with the changing Service delivery landscape. You’ll be able to accomplish far more with MSPComplete than you could with MigrationWiz alone.
Simplified licensing through subscriptions
Instead of licensing each product separately, MSPComplete simplifies licensing by introducing one-year, subscriptions that you purchase for each agent on your staff. An agent is one of your employees using MSPComplete to deliver Services to your customers.
Most of the familiar Services, as well as the new ones BitTitan and Independent Software Vendors (ISVs) are building, are covered by subscriptions. A few premium products can be licensed for a one-time fee.
A collaborative workspace for Service delivery
MSPComplete is designed to be a multi-user system that your entire IT staff works with daily to receive Service assignments and coordinate tasks. Using MSPComplete, you can schedule a Service in advance and assign the Service tasks to your IT personnel. When the Service starts, MSPComplete tracks the progress of each task, reminding members when new tasks are slated to begin or when they are overdue.
A central repository of instructions and automation
The MSPComplete interface provides comprehensive instructions for carrying out Service tasks. In many cases, a task is automated using PowerShell scripts. Automation helps you deploy Services quickly and also limits needing to use expensive resources for routine tasks. You can also create customized Services from scratch, or by building on existing BitTitan Services.
Tools for running your business more efficiently
MSPComplete provides far more than the nuts and bolts of Service delivery. It helps you to run your business more efficiently by giving you a critical overview of operations through the Customer Dashboard, a detailed account of system tasks with the Personal Feed, and access to Service cost information through the reporting functions.
MSPComplete provides features that make working with MigrationWiz easier that ever. As you move to MSPComplete, keep the following points in mind. These will help you adapt your existing operations to the new interface and workflows.
Run migrations from within MSPComplete
Public folder, mailbox, and other migrations work the same way as they do in MigrationWiz, but now you can launch and run your migration tasks from within MSPComplete. The new interface incorporates the existing migration guides and divides migrations into individual tasks that you can assign to any number of your IT staff. For more information, see Runbooks, Services, and Tasks Overview.
Review subscription policies
The Subscriptions and Licensing FAQ explains the new subscription and licensing policies. Review this information to learn the important points about the new MSPComplete licensing model. The FAQ provides links to the articles that explain how to set up billing, purchase subscriptions, and assign subscriptions to users.
Determine if you need to set up workgroups
MSPComplete workgroups create security boundaries to securely isolate customer information. Your existing customer records are imported into your default workgroup, which you can rename, and cannot be moved to another workgroup. You may not need to create new workgroups, but you should review the Add and Edit Workgroups article before you bring on new customers to determine whether creating new workgroups will benefit your business.
Set up billing for each workgroup
Each workgroup defines a separate billing method for purchasing subscriptions, either through a distributor or using a credit card. For more information, refer to the Configure Billing Information for a Workgroup article.
Assign roles to inactive members in workgroups
Existing administrators for each customer are imported into your default workgroup in the new MSPComplete interface and may continue to manage each customer. MSPComplete also adds these administrators to the default workgroup as inactive members. You may want to activate these members by assigning them roles at the workgroup level (administrator, manager, or associate). This allows them to manage all customers within the workgroup. For details, see the Invite Agents article.
Move existing licenses to the workgroup