Datto Autotask PSA vs. Workday Professional Services Automation

In my opinion, Datto Autotask is exceptionally complicated to set up, manage, and use on a daily basis. I would think the target market for this product would be someone managing a team of 20 - 50 people, possibly more. In my experience, for it to run properly you will need to dedicate at least half an FTE to running this product in an organization of that size per month. I would not recommend it for companies with less than 10 people or for companies that value quick communication with their clients. I would not recommend it for companies using Datto's RMM product. The integration exists, but it is clearly a bolt-on. They were not developed together and they are slow to talk to each other. Frequently you cannot add details from RMM sessions into the PSA without manually copying the ticket number, and if the ticket is more than a week old, then you can't even find it with the ticket number.

Incentivized

Workday Professional Services Automation is a great product for large companies that have standardized, repetitive processes. The ability to automate tactical HR tasks is essential for business productivity, and Workday Professional Services Automation delivers well in this area. However, when a non-standardized process occurs, it is difficult to modify the system in a way that doesn't create confusion for the end-user, resulting in a less than desirable HR experience. For example, when my small company was acquired, our parent business utilized the software for transferring employees from the acquired business to the parent business to ensure they could sign up for health benefits, payroll, etc on Day 1; but, because every form is interrelated, the in-house Workday team was either unable or unwilling to change their workday "standard" fields for offer letters. As VP of HR for the acquired team, I had to meet one-off with each acquired employee to reassure them that certain clauses in the standard offer letter would not apply, explain why their personal email addresses were being used instead of their business ones, and assure them that they were being fully vested/transferred employees and were not considered "new employees" like the offer letter stated, etc.

Incentivized

• AutoTask allows for us to receive and work support tickets very easily. We've setup various 'Issue Types' that in turn are bound to SLAs ensuring that items are worked appropriately as they are received.
• The automation that AutoTask allows for with regards to various emails/requests coming through has been great. It allows for us to not have to constantly "watch the queue" as when a critical item arrives the appropriate persons are notified and can work it.
• I feel that the management of AutoTask for both user setup, and various automations is done well. We're able to copy settings as needed, and create templates for multiple items.

Incentivized

• Keeps all of your personal information safe and private
• Has all the documents needed for the time being with the company
• Has extra important information about the company for your knowledge

Incentivized

• The GUI is a little dated.
• Some integrations are limited for not being a Datto product.
• While not as complex to set up as Connectwise, it definitely requires some serious thought during the initial setup.
• Email processing could offer more options for parsing keywords and allow for more automation.
• The mobile app is just not worth using in my experience.

Incentivized

• Would like to be able to use it for clocking in and out
• The dashboard user interface could be improved to include more pertinent information
• Would be nice to hide features that we use other applications for (i.e. org chart, pay, expenses)

Incentivized

After using multiple products on the market, Autotask was intuitive and easy to manage.

Incentivized

Datto Autotask PSA is a full featured product that can do almost anything you need. There is a significant learning curve to get started which requires several hours spent in product training. Additionally, several hours / days are needed to get clients imported, contracts configured, and integrations implemented. Once the setup and user training is complete, the product is very functional, but it's imperative to not get overwhelmed when starting out.

Incentivized

Its getting more streamlined with update but still has many tools that are unexplained/ not defined well

Incentivized

They are fairly quick at returning a response to a problem and have been able to fix all issues for the most part.

Incentivized

With workday support options, I would like to see a more immediately responsive response option. Possibly a chat or a responsive email response team would be helpful.

Incentivized

The portion of Autotask that we've used other companies for prior to using Autotask is the Endpoint Management. The Autotask Endpoint Management (AEM) portal integrates perfectly with their PSA/CRM tools. It's alerting features are much better than the above software as there aren't a bunch of superfluous and unneeded alerts. Instead, it only alerts for things that you specify that you want. Alerts aside, for the PSA/CRM, I don't have much to compare it to as Autotask was the first PSA we tried. It's hard to imagine a PSA having more features or doing a better job than Autotask.

Incentivized

Workday Professional Services Automation is a happy medium between the other competitors. It is just enough to help you run your business, but simple to use that even smaller businesses can take advantage without a huge and taxing price tag. Its expandable and has been very well received at the companies I've worked at that use it.

Incentivized

• We were able to identify the profitability of our entire client base.
• We identified a loss of over 1 million dollars for time unbilled consultancy fees using metrics derived from Autotask.
• Autotask helped us serve our client base in a professional manner, it's like having an entire department at your finger tips.
• Autotask is the heartbeat of our operation.

Incentivized

• While I don't use the program at a high-level I can see the time-saving effectiveness for administrators.
• By giving a self-serve interface I feel in control of my pay/benefit management.
• Less time spent on HR administration frees up bandwidth for helping colleagues.

Incentivized