The latest news and insights from the HarmonyPSA team

How to build a business case for a PSA solution

I’ve written before about the business case for buying an enterprise Professional Services Automation / PSA tool, but not about how to go about building such a case. So, that’s today’s challenge, to tell you how to build your own business case for an integrated solution for the control of your technology or consulting business.

Clearly, I’m partisan. As I sell HarmonyPSA, the points I’m making revolve around the end to end completeness of Harmony. However, in the spirit of fairness, please use these points to build the case of other business software: just adjust them to suit the scope of the solution you are considering. (And then add Harmony into the mix to make sure you’re not short changing yourselves!).

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Meet Ana Correia, customer service manager

Can you tell us a little bit about your role at Harmony? 

I'm the first point of Support contact for Harmony users. My tasks include guiding them through anything they're not sure about, doing the initial troubleshooting, gathering more information for cases that require further investigation and escalate them to 2nd line. I also update Documentation pages that need to be reviewed following changes in Harmony and help with testing fixes and new features.

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Feature Friday - Integrating HarmonyPSA with Google Maps


Hi All

A customer pointed out a nice HarmonyPSA configuration the other day; using Harmony to help you show directions to a customer's addres.

This is achieved using the Dynamic Tags functionality.

If you go to Finance > Setup > System > Dynamic Hyperlinks:

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Buying a PSA system

We obviously believe in the benefits of operating your business with a well-run PSA solution, but if you are new to this space and want to share those benefits, where do you start?

If you’ve not looked into this market before, you may not realise that there are two distinct solution footprints both described as PSA. One is a group of applications targeted at MSPs and a second is a group targeted at ISVs and PS businesses, roughly following the venn diagram above. The first job is to decide which functional footprint suits your business best and then look at the solutions that target that space. I’m afraid the comparison sites are not much use here as they don’t make this distinction clear. Even more confusing, there are areas on the boundaries that may or may not be relevent depending on what your actual business does.

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