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The latest news and insights from the HarmonyPSA team

Contract management, the best of breed way

In this second blog post covering aspects of best of breed (BoB) system architecture, we look at contract management.

In a typical BoB company solution, one of the key challenges is where to model contracts. The normal choices of CRM; timesheets; service desk etc don’t really work well for contracts. Even the ledger will struggle.

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Modelling customer data with best of breed architecture

How clean is your customer data?

Actually, before you think about that, let me ask a better question;

How do you define what a customer is?

Once again, like so many things in the PSA space, a simple question can only be answered with a complex reply.

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Harmony v3.13 Release Notes

Hi all,

Harmony v3.13 is now ready for release.

The main highlight is the ability to customise the header templates for documents generated by Harmony. On this version it's also possible now to make exports to Sage50 (former PeachTree), drive your pricing on quotes from a markup percentage and maintain your products and price lists via spreadsheet downloads and uploads. This last feature makes it easier to manage large third party price lists you want to maintain within Harmony.

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4 key requirements for migrating your business to service contracts

As an MSP moving away from break/fix into service contracts, what are the top four considerations for buying a PSA tool to make that move successful?

For 30 years, MSPs have used software that was optimised for break/fix operation. From the ticket workflows and billing methods to the customer reporting, these ticket-centric systems did exactly what was needed.

But now the world is changing as managed services replaces break/fix as an operating model.

So, if you are on this journey (and you should be), what are the key requirements you should look for in your PSA tool and why?

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How many ways do you sell?

That may seem a stupid question, indeed, you may ask, what do you even mean by “way of selling”?

So, if you’ve never given it any thought, perhaps a couple of minutes reading this blog will be time well spent. It could save you $1,000s in wasted PSA fees when you find that you’ve chosen one that doesn’t support one of your ways of selling.

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Just what is resource management?

We have been debating this for ages, what do people really mean when they ask us, “Do you do resource management?”

A lot of software in the PSA space claims to do this, and clearly, if you have a team of 30+ techs, knowing what they are up to is important to running an effective business.

But knowing this, doesn’t tell you what resource management is.

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How to differentiate your MSP business

In the early days of Managed Service Providers, a standard operating model was followed.   They could all act and look the same because everything was physical - you needed to visit your customers for most fixes, so competition was limited to local providers.

Indeed some providers actually trained MSPs in how to operate a profitable business, using standard prices, and standard product offerings. Plus of course their software; smart.

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Part Five: Why do PSA implementations fail?

Avoiding Implementation Failure: Summary

So in this last blog in the series, I’ll summarise the core reasons for implementation failure and how to avoid it.

The previous posts in this series covered the four main corners of failure:

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Part Four: Why do PSA implementations fail?

Reason 4: Ambition

The fourth major cause of PSA implementations failing is actually being too ambitious.

The sales process will have set you up to fail if you’re not careful. And, worse, you may have pitched this story internally, setting your ambition in stone with your boss.

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Part Three: Why do PSA implementations fail?

Reason 3: Data

The third major cause of PSA implementations failing is poor data.

Why data? That should be the simple bit.

Well there are two aspects of data to consider in your PSA plan:

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