1-way PSA “Automation”

Shockey Monkey
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So earlier yesterday we were going over our launch plans for our PSA integrations and one of the API’s just doesn’t have the same level of functionality to create and manage contracts and companies remotely. And as I mentioned here, if I do something for one group and not the other the holy war ensues.

So here is the problem we are trying to address: Most of OWN’s services are subscription based and the quantity of subscriptions can vary from month to month because the only way you can make money in services is by giving the end user full control to add / remove / modify services when and how they please. This creates an awesome income effect, until the last of the month when you have to reconcile the accounts between us and your PSA.

Now, you could just enter the service changes into your PSA as OWN notifies you of new services and changes. And I’m the bunny Vlad that makes the cookies.

The So-so-solution…

Yesterday we talked this over and we just can’t find a way to make it happen with a 2-way sync as we do in the other PSA integration.

So I coined a new phrase: 1-way automation. It works like this:

Just tell them to create all the contracts manually. When a new contract is created, we’ll just automate our side of notifying them to create a contract so we can update and modify it remotely.

You call it a crappy email alert. I’ll call it 1-way automation 😉

Now obviously that still falls into the category of “your job is so worthless it could be done by a retarded monkey” so it’s a no-go. We also have no proactive way of running a kick-start script as we do with the other PSA.

So the only thing we got left is screen macro playback. This is the software used in software testing where you can record case scenarios and the software moves the mouse, fills in input fields, scrolls down, fills pages, does stuff in sequence. We can automate creation of a macro that would go through your software, locate company, locate appropriate tabs, create products and services and notes – so we can then automatically sync them via API.

If this were the only way to shave off what is at least 2 hours a month in double data entry, would you do it? Got a better idea? Please voice all your comments and ideas to your OWN/ExchangeDefender Partner Account Manager (not me, please don’t bother as I’m not touching the @vladville.com email until next week as previously noted)

We’re still planning as next Monday being the launch day for all our PSA integrations, 1-way or otherwise 😉