As an MSP, a Professional Services Automation (PSA) tool is the engine that runs your business. It is one of the most important tools you can use in your business as it is the central location for everything your business does. You have made the important decision that you need Professional Services Automation (PSA) Software in your business. You have decided on which PSA tool you are going to use, you have signed up to a contract and now you have the daunting task of ensuring it is implemented throughout the business, being used to its full potential and all your staff are fully up to speed and trained on the software.
There are so many benefits of using a PSA Tool but some of the biggest issues faced by businesses are linked to lack of understanding of the tool and what it can do for the business, its functionality, difficulties with implementation and finding time to do it all properly. It is understandable that business owners don’t have the time or the resources to focus on implementing their new PSA tool so they often pass the task on to a senior employee within the business. The problem then is that whilst that person does a great job of implementing the elements of the tool in their area of the business, they then falter because they don’t have visibility of the business as a whole. The implementation needs to be assigned to somebody that that has that visibility and knows and understands the entire business, not just the particular area or the department that they’re working in.
Whilst the PSA vendors in the industry are excellent, there’s no substitute for having that concrete experience of running an MSP, being involved in the MSP space and a 3rd party consultant who can have that holistic, objective view on your business, and look at every single department and really understand how they work and are going to use it, and where the handoff comes from one department to the other.
This is where using an independent expert consultant can really help you with implementing the product correctly across all departments in the business and ensure you are getting the most out of your PSA tool. Having previously owned an MSP business, worked at Autotask and continuing to be heavily involved and active in the MSP industry, Chris Timm of Sondela Consulting, has extensive knowledge from both sides of the industry. He understands the requirements and expectations from the PSA tool from an MSP business owner’s perspective, as well as having a detailed understanding and in-depth knowledge of the product. Today that means working across both HaloPSA and Autotask — and being able to say honestly which one suits a given business, rather than selling whichever one pays commission. And although some PSA vendors can send people out to help MSPs, many of them don’t have experience of running an MSP business.
If you are feeling overwhelmed at the thought of implementing a PSA tool in your business or have been using your PSA for a while but feel you are only using a small part of it and not to its full potential or you are just generally frustrated with it then Sondela Consulting can help you. To get the most of your PSA tool in the long run, you must be prepared to invest time and energy into getting it implemented properly and this is where Sondela Consulting will methodically take you through each section of the product and be with you every step of the way to ensure that your MSP turns into a well-oiled machine and you get the most out of your PSA tool.
