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Promys PSA Taps Microsoft Power BI for Analytics, Enhanced Reporting

Promys VP David Donnelly

Promys VP David Donnelly

Promys PSA has gained new analytics and reporting capabilities, which are designed to attract more MSPs, consultants, and service providers to the professional services automation (PSA) software platform.

Among the key enhancements: Promys Executive Reporting is based on a Microsoft Power BI integration. It’s designed to provide deeper insight into bookings, cash flow, labor utilization, and subscription growth. According to the company, the tool accomplishes this by creating understandable and easy to interpret graphics and associated trending reports.

Services provider, in turn, can ‘push’ that information out automatically, on a scheduled basis to a distribution list. Report recipients don’t need a software license to view the reports, according to Promys PSA VP of Product Development David Donnelly.

Microsoft Power BI is gaining popularity with a range of third-party software packages and cloud services. The business analytics service provides interactive visualizations with self-service business intelligence capabilities.

Promy PSA Within the Professional Services Automation Market

Promys PSA has quietly carved a healthy niche for itself in the busy and fragmented professional services automation software market. While options like ConnectWise Manage and Datto’s Autotask are widely consider the MSP market share leaders, Promys PSA is no slouch. The company spun off from a Cisco Systems Gold Partner in 2003, and Promys has been growing 35 to 40 percent annually in recent years.

Still, the market is fiercely competitive. PSA platforms from multiple companies have gained more and more reporting capabilities. Also, third-party tools like BrightGauge and MSP CFO have further enhanced business intelligence for MSPs.

The overall PSA software industry continues to growth, though we’re watching closely to see if enterprise-class software companies like ServicesNow and Salesforce encroach on the market. Earlier this year, ServiceNow partner OpX launched DevOPs services for MSPs. And just yesterday, Salesforce launched small business editions of its cloud-based CRM and help desk software.

Additional reporting from Joe Panettieri.

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    Ryan Gilford:

    Hi does Promys only offer professional services automation? Or is there different models they offer for different size environments? This could be a really cool tool in our environment. For DR we are currently using Avitres backup software called Snapshot Backup but we are looking for a tool like Promys in our environment. I’d like to learn more about licensing with their MSP model

    Jim Barnet:

    Hi Ryan:

    Instead of taking a “one size fits” all bundling approach (same as suggesting a medium size shirt, pants and shoes will fit your needs whether you’re needs are small, medium, large or extra large for any of the three) , Promys encourages MSP’s and technology solution providers to select the best RMM, Back-up solution etc, for their needs. Promys supports integrations with most of the major Rmm’s and has a full web API. Happy to discuss further at your convenience Ryan. My contact info is below.

    Regards, Jim Barnet
    Sales & Marketing Director
    Ph: 905-847-6539, ext 2972

    Jim Barnet:

    Thanks for sharing the information with your readers Joe, regarding the Promys PSA and Microsoft Power BI executive reporting for MSP’s and technology solution providers. As we were researching executive reporting needs three things jumped out based on the executive feedback we collected:
    1) Keep it simple: Yes, there are other reporting tools that an ambitious MSP or Technology Solution Provider can purchase, learn, set-up and configure and create their own reports, and candidly speaking, that’s the path Promys was thinking about with Power BI until we got the executive feedback. They were blunt “we already have enough project’s, we can’t take resources away from customer facing deliverables to work on researching and learning a new analytics tool, implementing it and then creating our own reports. Why can’t you leverage your expertise from 13 years in this industry and pool the executive feedback you’ve collected and just give me the executive reporting that highlights the 3-4 key metrics I should be paying attention to. Make it easy for me to understand at a glance, and don’t make me go get it, deliver it to me.
    2) Based on the executive feedback those key metrics were: Cash flow (invoicing), Bookings (new orders), Billable utilization and Subscription/Managed services growth. Each one trending up or trending down. Easy.
    3) Let them drill into the details if they want to and make simple changes to the filter or output criteria (show me by customer instead of by month), without having to spend alot of time learning how to do that.

    Based on that feedback Promys created our Executive Dashboard using Power BI. Ambitious customers can still modify those dashboards/reports, or create their own reports from scratch. But Promys will still continue to add to the standard library of management focused analytics and reports. Next up we’ll be providing departmental dashboard analytics for Sales Management, Help Desk, Project Management and Order Fulfillment.

    Will keep you posted Joe as we continue roll out additional capabilities based on the Promys Power BI integration.

    Regards, Jim Barnet
    Sales and Marketing Director

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