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Why you shouldn't use spreadsheets for invoicing

  • 2 minute read

Hands up who still has critical dependencies on spreadsheets as part of their invoicing process?

Pause to watch a sea of hands go up…

Whether the amount is recorded on a central spreadsheet from the contract, or spreadsheets are used to circulate time for pre-billing approval, a surprising number of large and otherwise sophisticated companies still have some critical spreadsheets as part of their invoicing procedures.

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Powerless in the world’s biggest library

  • 2 minute read

You pride yourself on knowing your stuff.

Technically, as an MSP owner, you know exactly what to do 99% of the time and if you don’t, you can find out in seconds via Google and multiple data and vendor sources.

We forget how lucky we are with technology and the amazing tools and opportunities it opens for us.

When I see my daughter researching resources in seconds for GCSE revision I compare it to the latest tech I had access to when studying for my O levels - micro-fiche searches at the local library. It’s why working in and with technology is such a great business to be in – it’s an enabler of the highest order, transforming our lives at an ever-increasing rate.

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The Difference Between UK and US Managed Service Providers

  • 5 minute read

I recently travelled for a speaking engagement in the United States. I was speaking at a conference in New Orleans, Louisiana, attended by an audience of small business IT Managed Service Providers (MSPs) and IT Solution Providers.

The trip was a fun one for me. I had the opportunity to sit and talk with MSPs from across the United States, and apart from the differences in the English language between the UK and USA (I was teased for talking about “Rooters” rather than “Rowe-ters”, for instance) I was struck by the similarities in challenges that MSPs on both sides of the Atlantic face.

MSPs in the UK and the USA both struggle to hire and retain good quality staff, for instance. On both sides of the pond, MSPs find a challenge in motivating their engineering staff to record their time correctly. Oh, and the frustration of client's nickel and diming (or as we’d say in the UK, “being skinflints”) MSPs on purchasing is the same worldwide.

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HarmonyPSA won the Channel Partners Choice Award!

  • 1 minute read

We are truly thrilled to announce that HarmonyPSA has won a Channel Partners Choice Award (1) for our innovation in channel programs. We have been working with one of our closest partners Acmeo GmbH in developing a truly valuable channel program that we are proud of. We have focused on providing support for our partners not just in regards to our products but how they can improve their businesses and specifically marketing.

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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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