Recent Posts:

How A PSA Helps You Manage Contracts and Projects Efficiently

  • 2 minute read

Winning work is hard enough, delivering can also be challenge. However, surprisingly, the hardest problem many organisations face is getting the contract set up correctly in potentially multiple systems.

Let’s take a look at a typical scenario for a technology company.

You win a new customer with a project to deliver, combined with an ongoing support contract.

As a minimum, how many times does that order (or parts of it) need to be modelled in their internal systems?

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How can MSPs grow their business through automation?

  • 5 minute read

Few people would argue against the statement that one of the tenets of IT Managed Services is scalability.

An IT Solution Provider or Managed Service Provider (MSP) should be able to scale their business to serve more clients without necessarily adding additional staff every time they win a new client.

For instance, one service desk engineer can manage dozens or even hundreds of client servers or workstations from his desk, using remote monitoring and maintenance (RMM) tools. Another service desk engineer can simultaneously help multiple end-users through remote desktop and online chat facilities.

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How a transactional CRM improves Contract Execution

  • 2 minute read

Aside from on-line, on-demand license agreements, the vast majority of businesses still execute paper contracts. Quite amazing given the extent of on-line automation available these days.

Indeed, companies are making a living selling tools that allow you to execute a printable agreement using a signature that is not your own, based on you typing your name which is then displayed as though you physically signed it using someone else’s handwriting. Weird.

More significantly, they then go on to model the contract behaviours embodied in the agreement into contract management software, going from text to data model rather than using a data model to auto-generate text. This is also weird as clause generation software has been around for more than 20 years.

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Does your business flow?

  • 2 minute read

This may seem an odd image for a business blog, but the analogy is very strong once you think about it.

The difference between a canal and a river is most obvious at a flight of locks. Canals don’t flow, rivers do.

So, which of the two does your business resemble most closely, the canal or the river?

We’re talking here about your internal control systems architecture. Think about new customer acquisition. Firstly they will appear in your CRM system, sometimes correctly populated, most often not.

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Low to zero touch invoicing, part 2: contract billing

  • 2 minute read

If you’ve worked in the finance department of a company that produces regular monthly, quarterly or annual contract invoices, you’ve probably seen the spreadsheet at the end of the universe that controls how much is billed when.

On the face of it, contract billing is simpler than timesheet billing. The amount is determined by the contract and just has to be keyed onto an invoice - what could be easier? No need to worry about automating that…

And if nothing ever changed and sales were slow, that would be true.

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Harmony v4.14 Release Notes

  • 11 minute read

Hi All

Here at Harmony PSA, we have been working hard to bring our customers exciting new features and bug fixes with the latest release. Our team has reviewed the most popular feature requests that are in demand and worked through a list of reported bug fixes from the previous release (v4.13) to bring our customers the most up-to-date release yet: HarmonyPSA v4.14.

A full and updated change list on all our releases can be found here. Existing v3 customers will only get the bug fixes while the v4 users will get the full release. Currently, the updating of existing customers to v4 is underway. However, please contact us if you require the upgrade earlier.

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Low to Zero touch invoicing, part 1: billing time

  • 4 minute read

You could say that the primary purpose of PSA software is to get the right invoice out on time.

Which makes it surprising when we speak to companies that don’t use their PSA tool for invoicing. “Too inflexible” is the normal response to the question, “Why not?”

How many companies do you think take timesheet data out of a PSA tool, dump it into a spreadsheet, pass it round for review/edit, then manually type their invoices and review them again before release? Based upon 100s of conversations, we reckon this is actually the majority of services business, seriously. This is really an indictment on the industry as a whole….

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Harmony v4.14: Dynamic checklists

  • 2 minute read

In the old days you could check everything yourself. Life was busy, but at least you had the confidence from knowing the quality of work was up to your standards, because you either did it yourself, or used staff you knew who could do this stuff in their sleep.

But as your business grows, you find it harder and harder to be on top of every action. You’re hiring the best staff you can find, their CVs look great, their technical tests are fine, but the nagging doubt remains. Will they remember to check everything before they throw the virtual switch or will that site visit end with an irate customer on the phone, threatening to cancel?

Delegation is especially tough when it’s your business - doubly so when you used to do so much of the technical stuff yourself. With a business owner breathing down their necks, people get rushed, they get distracted, they forget things. It's human nature after all but it’s also your business!

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What data breaches and hurricanes have in common 

  • 4 minute read

If it keeps on rainin' levee's goin' to break – Led Zeppelin

If you are any size of IT provider or MSP and someone asked you what happened at the customer’s site last month, or what services were performed for that customer, how long would it take you to generate a report that had that information, plus the costs of those services and the billing done to the customer? 

That’s a question which pops up when you’re trying to manage an IT services business and it’s not usually a question that has a sense of urgency attached to it. There is a change coming. Driven by the EU/UK General Data Protection Regulation (GDPR), the question of GDPR compliance has a lot to do with what services an IT provider or MSP is delivering and the evidence of ongoing compliance effort.

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4 advantages of B2B online invoicing

  • 4 minute read

Are you still collecting payments for your services the traditional way, with printed and mailed, 30-day invoices? If so, we bet you’ll be glad to hear this:

You can actually save time, and get paid faster, with online invoicing—even if your business doesn’t have a website.   

Thanks to a fully integrated e-payments solution provided by BlueSnap, all Harmony users now have the ability to receive payments electronically, whether you have a website or not. And it all happens seamlessly within the software, so you won’t sacrifice any of the simplicity you love about HarmonyPSA.

An electronic B2B billing system benefits companies of all sizes. Keep reading for four reasons why online invoicing is good for your business—and why it might be time for you to change the way you do invoicing!  

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