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MSP Edition

Workflow & Automation

Different clients run different processes, and an MSP cannot let one company's approval chain or SLA leak into another's.

Key Highlights

Custom Workflows

Motadata ServiceOps lets each managed company run its own workflows, SLAs, catalogs, and schedules, all designed and governed from one central platform.

Per-company workflows

Each company gets its own approval and escalation logic, with no shared rule table to untangle.

  • Independent approval paths and escalation rules per company.

  • One company's workflow changes never affect another's.

  • Exposure prioritization by severity, exploitability, and exposure to real risk, not severity alone.

Per-company SLA management

Service commitments are defined and tracked per company, not as one global target.

  • SLA monitoring, tracking, and notifications are configurable per company.

  • Each company's response and resolution targets stand on their own.

  • Notifications and escalation fire against the right company's clock.

  • SLA and escalation notifications reach technicians and requesters through Email, SMS, Microsoft Teams, WhatsApp, and Google Chat.

Independent catalogs

Each company offers exactly the services it subscribes to.

  • Per-client service catalog scoping.

  • Catalog items, forms, and fulfilment paths differ company to company.

  • Requesters see only their own company's offerings.

Flexible scheduling

Automation runs on each company's operating rhythm.

  • Workflow creation for companies from the central platform.

  • Scheduled actions are configured per company use case.

  • The same schedule engine serves all companies from one console.

Company-scoped automation and channels

Automation is scoped to the company it serves, alongside the rest of that company's operating context.

  • Companies associate with Automation and Support Channels, so automated actions and intake channels are set per company.

  • The same association carries a company's requests, problems, changes, releases, and projects, keeping automated work attributable to the right client.

  • Automation is platform automation applied within each company's scope, not a separate engine per client.

Scope-governed workflow access.

Who can act on a company's workflows follows an attribute-based scope model.

  • Custom Scope Configuration sets which tickets a technician can view and update.

  • Workflow and approval actions stay bounded to the technicians scoped to that company.

  • Access rules are defined centrally and applied consistently to each company.

Intelligence

When One Rule Set Cannot Serve Every Client

Managed service providers inherit process diversity by design. One client demands a two-stage approval on each change. Another wants same-day fulfilment with none. One shared workflow table forces the MSP to choose between over-governing the fast clients and under-governing the careful ones, and a mistake in a shared rule touches everyone.

Motadata ServiceOps gives each company its own workflows, SLAs, catalogs, and schedules on a shared platform, so process diversity is a configuration choice, not an operational risk.

How It Works

Workflow & Automation Architecture

01

Per-company rules

Define workflows, approval paths, and SLAs scoped to each client company.

02

Isolated logic

Maintain independent client rule logic, avoiding shared rule tables or cross-client risk.

03

Scoped catalogs

Assign dedicated service catalogs and fulfillment paths per client company.

04

Scheduled automation

Run scheduled automation per company on Once, Daily, Weekly, or Cron cadences.

05

Multi-channel alerts

Route SLA and escalation alerts to Teams, WhatsApp, SMS, or Email per client.

06

Central governance

Author, maintain, and govern all client automation from one console.

Role-Based Value

Precision for Every Role

For MSP Owners / Practice Leads

  • Diverse client processes stay manageable because each workflow, SLA, and catalog is configured in one place.

  • Diverse client processes stay manageable because each workflow, SLA, and catalog is configured in one place.

For Service Delivery Managers

  • A workflow change for one company cannot disturb another, so per-client process differences carry no cross-client blast radius.

  • A workflow change for one company cannot disturb another, so per-client process differences carry no cross-client blast radius.

For MSP Technicians

  • Custom Scope Configuration keeps each technician's view and update rights inside the companies they serve.

  • Custom Scope Configuration keeps each technician's view and update rights inside the companies they serve.

For Client Account Managers

  • Service offerings match each client's contract rather than a lowest common denominator, with approvals, escalations, and SLAs on their own definitions.

  • Service offerings match each client's contract rather than a lowest common denominator, with approvals, escalations, and SLAs on their own definitions.

From Visibility to Control

From a Shared Rule Table to Per-Company Process

Client-Specific Automation

True per-client process. Each company's approvals, escalations, and SLAs run on their own definitions.

Tenant-Isolated Changes

No cross-client blast radius. A workflow change for one company cannot disturb another.

Contract-Matched Offerings

Right-sized catalogs. Service offerings match each client's contract, not a lowest common denominator.

Governed Project Execution

Project and task work included. Project and task management runs in MSP mode, role- and permission-based, so multi-step client engagements follow the same per-company governance as tickets.

Role-Bounded Operations

Governed action. Custom Scope Configuration keeps each technician's view and update rights inside the companies they serve.

Unified Process Management

Central control. Diverse processes stay manageable because they are all configured in one place.

Explore More

Continue Exploring

Company Management

The company model these workflows and SLAs are scoped to.

Integration & Extensibility

The governed integration and identity layer these workflows plug into.

Multi-Company Productivity

The single console technicians use to run all company workflows.

Per-Client Workflows. Approvals. SLA Escalations.

Motadata ServiceOps MSP Edition builds client-specific automation rules with conditional routing, timed escalations, and custom approvals.

Motadata ServiceOps MSP Edition. Customized automation on a shared platform.