Migrating to a New PSA Solution Shouldn’t be Complex

Kaseya GM Jim Lippie
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.