The Path to Next-Gen PSA Starts with Dispelling Migration Myths

Professional services automation (PSA) poses a bit of a dilemma for many MSPs. While the functionality that a PSA tool provides may not contribute directly to revenue generation, it is vital to your business’ success. If you cannot accomplish back-office tasks like billing, project management and CRM, your organization cannot grow or even remain a going concern.

The value of having a PSA tool is understood. However, having a PSA tool that “just works” will not cut it in today’s ever-competitive MSP market. Think of it like a car: Cars have been on the road for over 100 years, but the car you are driving today is vastly different from the first Ford Model T that rolled off the assembly line. Not only can you now buy a car in a color other than black, but the models on the market are also faster, bigger, safer and more efficient than their early 20^th century predecessors.

In a similar vein, PSA tools aren’t new, but first-generation PSA solutions are largely complex, inefficient, and filled with features and functions MSPs neither need nor use and that make processes more cumbersome. Often the functionality that powers them is based on an outdated or wrong way of thinking from when they were built.

In contrast, today’s next-generation PSAs are designed to enable you to spend more time selling and delivering services, and less time on non-revenue-generating tasks like billing and project management.

To take advantage of these benefits, however, you must confront the elephant in the room: migration.

Addressing Perceived Migration Challenges

While inertia is often a strong force, many legacy PSA vendors have doubled down on it, steering customers away from migration by perpetuating the belief that data migration is a difficult and complicated process subject to lengthy on-boarding, service and implementation backlogs, and unresponsive support.

Data — yours and your customers’ — is at the cornerstone of your business, which is why taking an “it’s not broke so why fix it?” attitude and tolerating the constraints and frustration of your current PSA solution may at first seem prudent. This is especially true when the road to improvement is perceived to be laced with potholes of runaway costs, wasted time and resources, and business disruptions.

While this approach may indeed work when evaluating some technologies, it is not a viable choice when it comes to your business. Your focus should always be on improvement.

Choosing the Right Tools – Kaseya PSA Migrator

Fortunately, with the right tools, PSA migration has never been easier. The key? Automation. Seamless automation allows customers’ PSA data to be migrated easily and completely from one solution to another, eliminating these roadblocks.

Automation reduces costs and cuts down on wasted time and resources. Automation also helps ensure business continuity by eliminating manual error-prone steps, and makes certain that data goes in and converts correctly.

And the post-migration benefits of the PSA tool  — increased efficiency, time and cost savings, and scalability for long-term application and use — that await make choosing the right solution all the more important.

Usability and intuitiveness are key to Kaseya BMS, a feature-rich, next-generation business management solution built specifically to help MSPs spend more time selling and delivering services, and less time on back-office tasks. Kaseya BMS’ licensing model is designed to align with MSP goals, allowing you to focus capital resources on activities and software that directly benefit your organization while facilitating better practices to streamline your business.

The path to this next-generation business management solution could not be clearer. Kaseya PSA Migrator starts with a detailed project plan with specific milestones around discovery, migration, implementation and post-migration (testing, training and completion) that is managed by a Kaseya expert consultant and completed in five days!

A crucial aspect of PSA Migrator is the capability of the technology it relies on to capture customer data easily. For example, a customer migrating from ConnectWise to BMS needs only to supply credentials for data to be imported.

This “White Glove Service” removes the pain associated with migration. Kaseya handles all aspects of the migration process, so that you can concentrate on what’s important to you: running your business.

Streamline your business and pave the way to better margins, saving time and money, and increasing efficiency with Kaseya BMS. Discover more about how Kaseya PSA Migrator can help put you on the path to profitability and better margins.

Joining Kaseya in 2012, Miguel Lopez brings over 20 years of experience to his role as SVP, Managed Service Providers (MSPs). In this position, he consults daily with MSPs to help them solve their clients’ business problems with technology solutions. Prior to joining Kaseya, Miguel served as the director of consulting services for All Covered, a nationwide technology services company that is a division of Konica Minolta Business Solutions USA Inc. In 2008, All Covered acquired NetCor Technologies, a leading MSP that Miguel founded and managed since 1997. NetCor specialized in serving highly regulated industries such as healthcare, CPAs, law firms and retail companies.

Guest blogs such as this one are published monthly and are part of MSPmentor’s annual platinum sponsorship.