Recent Posts:

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.

Read More

Pointless Hand-offs

  • 2 minute read

A common arrangement we see in software companies is the system separation between:

  • Help Desk;
  • Quote and Order Management;
  • Feature Management;
  • Task/Sprint Management; and
  • Time recording

So, why does this matter? You’ve bought the market leader in each category and you’re operating each using the best practice; the problem is sorted.

Read More


  • 3 minute read
What is the right integration strategy for a full functionality PSA tool?  An interesting question and one we spent many hours debating.

There are actually two classes of integration we consider:

  1. Integrations to solutions that deliver functionality that does not sit naturally in the PSA space
  2. Integrations to systems that replicate HarmonyPSA functionality where the customer does not wish to migrate off their existing platform immediately
  3. A RESTful interface that allows our customers to develop their own bespoke integrations. We even offer a community shared code repository so that customers can post their code for others to benefit from
Read More

Suite vs Best of Breed

  • 3 minute read
Microsoft recently circulated a report by Constellation Research Inc discussing the decision facing organisations when choosing process- and project-centric solutions (PSA and ERP in other words).
The report came down firmly in favour of suite software, something (as a suite provider) we obviously agree with.  However, the reasons they gave are interesting and not ones we’ve heard expressed in this way before and so this has prompted us to share some of these conclusions.
Read More

PSA for ISVs

  • 2 minute read

We’ve been writing a lot recently about MSPs and the uspecific requirements they have from PSA platforms.  So, to change tack, we thought we’d discuss the niche functionality ISVs require, in particular those selling their software as a service from the cloud.

Read More

Planning: achieving the right balance

  • 2 minute read
I drive past this flat every day on my way to work.  It is a constant reminder to me of the importance of planning.  I love the fact that the lamp-post is more or less exactly in the centre of the front door, with its helpful parking restriction signs.  The fact that the flat sold straight away says more about the London property market than the aesthetics of having a lamp-post bang in the middle of your entrance. What were they thinking of?  I guess having your own lamp-post saves electricity - no need for that light by the side of the door.

So, planning is important when it comes to front doors, but how important is planning functionality in a PSA tool?  After all, everyone uses a well-known office suite product to do their planning, don’t they?

Read More

Multi-currency expenses

  • 2 minute read

“How many currencies do you support on an expense record?” is an odd question, however we get asked it now and again.

The easy answer is three:

  1. The expense currency
  2. The accounting currency
  3. The billing currency
Read More


  • 2 minute read


PSA (Professional Services Automation) software is an established term in the US and becoming better known in the UK and Europe where adoption levels are presently far lower. But, you might ask, what are the key differences between traditional ERP systems and PSA systems?

Well, ERP systems were traditionally written for warehousing and merchant businesses, with the kind written for manufacturing known as MRP. Increasingly, vendors are launching ERP solutions for professional services companies, where stock management is replaced by resource management and timesheets to billing and project management functionality is beefed up. These functions exist in good PSA tools, the better of which also incorporate integrated service desk, enabling time on tickets to be tracked and billed directly.

Read More

Implementing Professional Services Automation - Where to start?

  • 13 minute read
Implementing an all-in-one management system which will touch every part of your business is a daunting prospect.  However, with careful planning, and the right support from your vendor, it is possible to make it a smooth transition from current systems and to reap some real business benefits in the early stages of integration.
Read More

Re-working the WORM - centralised and shared organisational data

  • 2 minute read

What does WORM mean when it’s related to data (as opposed to it’s old use relating to drives). Well it means the same thing, Write Once Read Many, but now the applicability relates to centralised and shared organisational data.

How many customer lists do you have? Typically, we see them contained in your CRM system, your accounting system, your service desk system, your timesheet system and the list can go on...

Read More


Recent posts

Subscribe to our blog