OPTIMIZE ENGINEER WORKLOAD USING PSA DATA
Smooth operations are the backbone of any successful MSP. Every Friday, we share an AI prompt to improve your cost efficiency and achieve sustainable profitability.
The scenario:
Your PSA shows the raw numbers but not utilization imbalances or potential SLA breaches. This prompt turns exported data into actionable plans to pre-empt problems that could impact service delivery and the client experience.
The prompt:
You are the service desk manager of an MSP, and you need to optimize workload distribution for the week. Use this PSA data: [paste in PSA export with engineer names, open tickets, project tasks, SLA deadlines, and available hours.]
Based on the above:
Create a workload table per engineer.
Calculate utilization %.
Flag SLA risks.
Highlight anyone over 90% utilized.
Recommend reassignments to balance workload while protecting SLAs.
Generate a structured table and plain-English recommendations for a team update.