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Migrating to a New PSA Solution Shouldn’t be Complex

Author: Kaseya’s Jim Lippie

Professional service automation solutions are in a unique position. In Kaseya’s annual benchmark survey of MSPs nearly 20 percent went so far as to cite their PSA solution as the most critical application for their business.

Still, although payroll and CRM are vital to your business, they are not tools that differentiate your offerings. Rarely does someone choose one MSP over another because of the PSA that the company is using.

Not surprisingly, for a long time, having a PSA solution that was “good enough” was considered adequate. So long as the solution worked, cumbersome workflows, inhospitable pricing, and outmoded feature sets could be overlooked. And the migration process itself was fraught with risks. Fear of losing years of data stored in a legacy PSA solution was enough to put the brakes on for even the most forward-thinking MSP.

After all, data is at the heart of your business and that of your customers. Keeping it safe during day-to-day operations is paramount and challenging; data protection during a migration, even one to a next-generation business management solution, carries an even higher level of concern.

Thus, MSPs evaluating the move need not just a next-gen PSA solution, but also a next-generation migration offering that ensures they get their solution deployed smoothly without compromise.

Ensuring a Migration Success

The migration process should not be what holds you back from a feature-rich, next-generation business management solution. Today’s modern solutions are built specifically to enable you to spend more time selling and delivering services, and less time on non-revenue-generating tasks like billing and project management.

The key is getting such a solution operational — with your data intact.

The migration process should be straightforward and understood from the start.

First, you should be able to try the PSA solution before you commit to it. With BMS by Kaseya you can begin exploring the solution’s modern PSA functionality before you buy as well as speak with product specialists to start determining the scope of the migration process.

Once you’ve committed to a new solution and the customer onboarding begins, a customer service team should be on hand to assist. In the case of BMS, the Kaseya Professional Services team will download and install the BMS Express migration wizard to export the data objects automatically from your current PSA tool into BMS.

Finally, you must ensure all workflows, financial data, and contracts are effectively rebuilt and that your team is fully trained. Here, too, Kaseya’s Professional Services team makes it easy. They will work with you to be sure your organization is fully ready to embrace the next-generation features of BMS.

A PSA should save you time and money, not create new challenges and drive hidden costs beyond the subscription fee. If you’re contemplating a move away from a legacy, first-generation PSA you know there’s much functionality you’ve been missing. With BMS Express, it’s never been easier to get there.

The functionality of BMS coupled with the simplicity of the BMS Express migration wizard mitigates the risk of migration while increasing the long-term benefits for you and your customers. Learn more about how BMS Express can help you experience the benefits of BMS with a minimal investment of time and effort.

Jim Lippie is general manager, cloud computing at Kaseya. Read more Kaseya blogs here.

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1 Comment

Comment

    Jim Barnet:

    I agree with Mr. Lippie in this regard, “Rarely does someone choose one MSP over another because of the PSA that the company is using.”

    A good PSA should do three things for an MSP:

    1) Efficiently handle the recurring billing process for Managed Services Contracts (and mid-contract changes to the billing or cost amounts) and track Service Ticket work against those contracts, to provide MSP’s with real time profitability visibility for those Managed Service Agreements and provide alerts if a Managed Services agreement is ‘trending’ towards unprofitability, before it actually becomes unprofitable.

    2) Provide visibility into profitability. Who is an MSP’s most profitable customer, most profitable type of Managed Services Contract, most profitable tech or engineer, most profitable Line of Business, etc.,. This is the kind of information that allows MSP’s to make intelligent growth decisions and invest in the most profitable aspects of their business.

    3) Make the end customers life easier. There’s alot of chatter in the Managed Services market place about how to make the end customer relationships ‘stickier’ as some Managed Services become more commoditized. Some ways to do that are to provide “proof of value reporting” (what activities happened during the month that prove the value of the Managed Services Contract) that that is pushed to the customer automatically on a scheduled basis, or that the customer can access on demand. Allowing customers to approve quotes or request changes to their contract via a customer self service portal, as well as see the status of open tickets. Or, for those MSP’s that also deliver project/solution based work for their customers, the status of their project.

    And lastly, it doesn’t really matter whether it’s a first generation or last generation PSA, as much as it matters if the PSA has the functionality that will make your company more profitable and allow you to quote more competitively, delivery more efficiently and create a better customer experience.

    Regards,
    Jim Barnet
    Promys PSA
    Director Sales & Marketing
    Tel: 905-847-6539, ext. 2972
    Cell: 647-239-2942
    jbarnet@promys.com
    t: @PROMYS_PSA

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