📖 Introduction
💡 This article outlines the various implementation levels available for Kaseya's IT Operations Suite. These levels are designed to help you optimize overall IT management, encompassing service desks, monitoring, documentation, and task automation. Whether you're new to the suite or looking to enhance your existing setup, this guide will help you choose the right implementation level for your needs.
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🔗 Implementations
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| Core eLearning | QuickStart | PRO | PLATINUM |
| 1::1 Consulting Sessions | 4 | 8 | 12 |
| Self-Guided Portal Overview | ✓ | ✓ | ✓ |
| QuickBooks Integration | ✓ | ✓ | ✓ |
| Global Organization Configuration | ✓ | ✓ | ✓ |
| Contract Management Agreement Types | ✓ | ✓ | ✓ |
| Incident Management & Automation | ✓ | ✓ | ✓ |
| Modules and Features Walkthrough | ✓ | ✓ | ✓ |
| IT Complete Core Integrations | ✓ | ✓ | ✓ |
| Account & Contact Management | ✓ | ✓ | ✓ |
| Dashboard(s) Configuration | ✓ | ✓ | ✓ |
| Recurring Billing & Invoicing | ✓ | ✓ | ✓ |
| Problem & Change Management | - | ✓ | ✓ |
| Scheduling & Resource Management | - | ✓ | ✓ |
| Opportunity & Quote Management | - | ✓ | ✓ |
| Project Management & Service Delivery | - | ✓ | ✓ |
| Client Portal & Live Mobile | - | ✓ | ✓ |
| Inventory & Stock Management | - | - | ✓ |
| Purchasing & Procurement | - | - | ✓ |
| Resource Training | - | - | ✓ |
| Advanced Reporting | - | - | ✓ |
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Data Migration *Services available for BMS & ConnectWise. |
- | ✓ | ✓ |
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| Core eLearning | QuickStart | PRO |
| 1:1 Consulting Sessions | 1 | 2 |
| Self-Guided Portal Overview | ✓ | ✓ |
| Key Module and Features Walkthrough | ✓ | ✓ |
| ITComplete Core Integrations | ✓ | ✓ |
| Global Organization Configuration | ✓ | ✓ |
| Account & Contact Management |  | ✓ |
| Opportunity & Quote Management | Â | Â |
| Contract Management & Agreement Types |  | ✓ |
| Incident Management & Automation | ✓ | ✓ |
| Recurring Billing & Invoicing | Â | Â |
| Data Migration (ConnectWise, Autotask, Custom) | Â | Â |
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| Core eLearning | QuickStart | PRO |
| 1:1 Consulting Sessions | 1 | 3 |
| Self-Guided Portal Overview | ✓ | ✓ |
| Key Module and Features Walkthrough | ✓ | ✓ |
| ITComplete Core Integrations | ✓ | ✓ |
| Navigation | ✓ | ✓ |
| Asset Types (Core & Flexible) | ✓ | ✓ |
| Flexibe Asset Design Practices |  | ✓ |
| Relationship Mapping | ✓ | ✓ |
| Procedural Documention Practices |  | ✓ |
| Best practices for completion of a model client | ✓ | ✓ |
| Building a scalable security model |  | ✓ |
| Workflows |  | ✓ |
| Exports & Runbooks |  | ✓ |
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| Core eLearning | QuickStart | PRO |
| 1:1 Consulting Sessions | 1 | Â |
| Prerequisites | ✓ |  |
| Use Case Review | ✓ |  |
| Authentication Options | ✓ |  |
| Group Management | ✓ |  |
| User Management | ✓ |  |
| Asset Management | ✓ |  |
| Help Center | ✓ |  |
| Browser Extension & App | ✓ |  |
| Training & Sales Resources | ✓ |  |
| Â | Â | Â |
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| Core eLearning | QuickStart | PRO |
| 1:1 Consulting Sessions | 1 | 2 |
| Feature Review | ✓ | ✓ |
| Prerequisites | ✓ | ✓ |
| Required Settings | ✓ | ✓ |
| Active Directory Access | ✓ | ✓ |
| Control Panel Walkthru | ✓ | ✓ |
| NG Collector Deployment | ✓ | ✓ |
| Documentation Review | ✓ | ✓ |
| NG Map Walkthru |  | ✓ |
| SNNP Troubleshooting |  | ✓ |
| Device Matching |  | ✓ |
| Contact Matching |  | ✓ |
| AD Admin Password Rotation |  | ✓ |
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| Core eLearning | QuickStart | PRO |
| 1:1 Consulting Sessions | 1 | 2 |
| Self-Guided Portal Overview | ✓ | ✓ |
| Key Module and Features Walkthrough | ✓ | ✓ |
| ITComplete Core Integrations | ✓ | ✓ |
| Adding Engineers & VCIOs | ✓ | ✓ |
| Adding Clients | ✓ | ✓ |
| Standards Review | ✓ |  |
| Alignment Review | ✓ |  |
| Strategic Roadmap Review | ✓ |  |
| Meetings & Presentations | ✓ |  |
| Reporting | ✓ |  |
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| Core eLearning | QuickStart | PRO |
| 1:1 Consulting Sessions | 1 | 2 |
| Self-Guided Portal Overview | ✓ | ✓ |
| Key Module and Features Walkthrough | ✓ | ✓ |
| ITComplete Core Integrations | ✓ | ✓ |
| Autotask Integration | ✓ | ✓ |
| Global Organization Configuration | ✓ | ✓ |
| Resource Management | ✓ | ✓ |
| Quoting Process & Templates | ✓ | ✓ |
| Purchasing & Procurement |  | ✓ |
| Autotask Sales to Service Delivery |  | ✓ |
| Stock and Inventory Management |  | ✓ |
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| Core eLearning | QuickStart | PRO |
| 1:1 Consulting Sessions | 1 | 3 |
| Self-Guided Portal Overview | ✓ | ✓ |
| Key Module and Features Walkthrough | ✓ | ✓ |
| ITComplete Core Integrations | ✓ | ✓ |
