proxuma. ConsultingGet the most out of
Proxuma and Autotask
Implementing Proxuma is just the start. Our Dxfferent consultants help you configure Autotask properly, map your processes, and apply proven MSP best practices, tailored to your MSPs own unique quirks and features.
Why we built Proxuma — and why consulting matters
Having powerful planning tools is one thing. Using them effectively is another.
We built Proxuma after working with 150+ MSPs and seeing the same challenge: Autotask has the power to bring order to projects and resource planning, but it feels overwhelming without the right setup. Teams would get the tool, struggle with configuration, and fall back to spreadsheets.
That's why Proxuma Consulting exists. We don't just give you the software — we help you configure Autotask correctly, map your actual workflows into the system, and train your team to plan like high-performing MSPs from day one.
Complete Proxuma implementation support
From Autotask configuration to team adoption, we cover everything you need
📋 Proxuma Modules
⚙️ Autotask Configuration
From setup to daily use
We guide your team through every step of Proxuma implementation
Autotask Configuration
Set up Autotask properly for Proxuma: ticket workflows, project templates, service boards, and resource allocation following MSP best practices.
Planning Module Setup
Configure capacity planning, resource allocation views, and utilization tracking so you can see your team's availability at a glance.
Project Management
Structure your project workflows, set up phase templates, configure milestones, and establish clear handoff procedures between teams.
Shifts Optimization
Design your service desk scheduling, define shift patterns, manage on-call rotations, and ensure proper coverage across time zones.
Process Mapping
Map your MSP's actual workflows into Proxuma and Autotask with interactive documentation your team can reference while working.
Team Training & Adoption
Train your engineers, project managers, and leadership on using Proxuma effectively. We ensure everyone knows how to plan, not just where to click.
Interactive workflow documentation
Your team's processes mapped directly into Proxuma and Autotask
We create fully interactive, clickable process maps specifically for your Proxuma workflows: how to handle capacity planning, when to create projects vs. tickets, resource allocation procedures, and shift management protocols.
All procedures are built directly into your Autotask environment. Engineers can click through the workflow while working on a ticket to see exactly what steps to follow. Missing a process? We'll create it for you during onboarding.
✅ Included in Pro Plan with 6-month minimum commitment
A process map for every workflow
We've built an extensive library covering all MSP operations. You get the ones relevant to your track:
Service Desk
IT Management
Projects & Planning
Sales
Back Office
Compliance
Example: Planning Workflow Map
Smooth Proxuma implementation in weeks, not months
Our proven process gets your team planning effectively from day one
Discovery & Configuration
We assess your current Autotask setup, understand your team structure, and configure the foundation for Proxuma.
Customize & Train
Set up your workflows, dashboards, and process maps. Train each team on their specific modules and daily use cases.
Go-Live & Optimize
Launch with confidence, monitor adoption, and refine workflows based on real usage. We stay available during the transition.
Consultants from Dxfferent
Expert guidance from the team behind Proxuma
Our consultants from Dxfferent built Proxuma after working with 150+ MSPs. We know Autotask inside and out, and we've seen what works (and what doesn't) when implementing planning tools.
When you work with us, you're not getting generic consultants reading from a manual. You're getting the people who designed Proxuma, understand MSP workflows deeply, and can configure Autotask to support your actual business processes.
💡 Our Approach
"We don't just implement software. We help MSPs plan like the best in the business, using tools they already have."
A partnership, not a fixed project
We haven't worked together yet. We don't know your MSP, your team, or how complex your setup is. Monthly pricing means you get predictable costs and we figure out the journey together.
Unlimited Support
Direct access via Teams DM. Ask questions anytime, not just during sessions.
Predictable Cost
Know exactly what you spend each month. No surprise invoices or scope creep.
True Partnership
We learn your business as we go. The scope evolves based on what you actually need.
Choose your track
Click on phases to build your custom journey. You can combine both tracks.
Planning Track
Resource & capacity planning
Project Management Track
End-to-end project delivery
Both tracks start with Proxuma setup (~2 weeks) — the foundation that gives you planning boards, resource views, and team training.
Your journey:
🚀 Proxuma Setup
Estimated duration:
~2 weeks
💡 Actual duration depends on your MSP's complexity and team availability.
Want both tracks? Many MSPs combine Planning and Project Management for a complete transformation. We'll help you prioritize based on your biggest pain points.
Choose the plan that fits your pace
Pro for 4 monthly sessions and added process mapping, or Basic for 2 sessions at your pace.
Basic
Perfect for steady progress
What's included
Pro
Fastest path to success
What's included
Expertise you gain with both plans ▼
ℹ️ Common questions ▼
Can I switch plans?
Yes, you can upgrade from Basic to Pro anytime. The €6,000 process mapping is only available with Pro on a 6-month minimum commitment.
What's the commitment period?
Basic: month-to-month. Pro: 6-month minimum for the process mapping benefit.
MSPs who've transformed their planning
Real feedback from service providers using Proxuma with expert guidance
What especially appeals to us is their no-nonsense mentality: honest, direct and always focused on the best result. They shift gears quickly and go for nothing less than a 10.
Together with Dxfferent, we were able to make the switch to Autotask in just three months without any operational disruption or complaints from engineers.
What strikes me is the type of clients they attract: MSPs who are serious about their profession. Quality seeks quality, and that's exactly what happens here.
Ready to implement Proxuma the right way?
Schedule a consultation to discuss how we can help you configure Autotask, set up your workflows, and get your team planning effectively with Proxuma.