Recent Posts:

Why we're aiming for a touch-free work to cash cycle

  • 2 minute read

When we set out to write Harmony, we had a dream.

To build a business process management tool where every key-stroke adds real value.

A system that self-administers through the work you do.

A system supported by smart product objects that understand their own accounting behaviours.

A system that automates referred revenue calculations.

A system where balance sheet management in general is fully understood by the business process and so doesn’t need manual intervention or spreadsheets. And finally…

Read More

A short guide to using BlueSnap in Harmony

  • 2 minute read

Taking payments using Bluesnap from within Harmony could not be simpler, it breaks down into just four stages:

Stage 1

Open a Bluesnap account. From this account set-up process you will get a Bluesnap API username and a Bluesnap API password.

Save these, you need them in step 2

Stage 2

Connect your Harmony instance to your Bluesnap account. To do this, you go into Finance/Setup/System/Financial Settings and at the bottom of the page you will see fields for the Bluesnap Account name and password you created in Step 1. Insert them and save.

Now you are ready to start collecting money immediately.

Read More

Resource management by team

  • 4 minute read

Generally, it really worries us when our approach to solving a common problem is radically different to the majority of other solutions on the market.

But not this time, because this time all the other systems are wrong.

Every professional service company we talk to is looking for resource management, even small ones who should be able to hold the data in their head.

But, actually, what they are really looking for is a combination of functionality centred on the answer to (potentially) three questions:

  • What’s my revenue forecast from pure services time, by period, for work in hand (i.e. contracted work) and how will that change given an understanding of the various jobs we may win in the near term;
  • How busy are the staff, in particular when are they running out of work, what capacity do I have; and possibly
  • When can Joe start on something new
Read More

Resource management vs task assignment

  • 4 minute read

If you’re running a services business (or just a services team), it is very common to want to know the answer to two (possibly three) discrete questions:

  1. What’s everyone doing?
  2. When do I run out of work? and
  3. If I get that new project or contract, who’s going to do it?

In order to address these questions, there seems to be a conflation of functionality in the PPM/PSA software market. Indeed, when you look at some systems, you cannot recognise them as separate questions at all. They are often addressed by simply placing employees on work for the planned duration and seeing how over or under-utilised they are.

Read More

Categories

Recent posts

Subscribe to our blog