HarmonyPSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed either on-premise or hosted in the cloud.
HarmonyPSA’s product and contract modeling functionality help users automate and manage cloud product sales and purchases. The solution offers a process-integrated CRM, service desk and project management functionality and real-time profitability analysis, indexed by employee, project, contract, client and organization.
HarmonyPSA provides options to model companies that span time zones, deal in multiple currencies, trade through multiple brands and embody multiple legal entities across different tax jurisdictions.
Services are offered on a monthly subscription basis after one-time implementation fees. Support is available via phone, email and other online resources.
Dan H. Specializzazione: Servizi e tecnologie dell'informazione Numero di dipendenti: 13-50 dipendenti
We are using HarmonyPSA for Managed IT services. The CRM, service desk, sales, purchasing, billing, invoicing, asset management are all important to us. We used homegrown solutions for 20 years before we finally found a 3rd party solution that addressed all our requirements.
A modern, powerful service desk is a priority for us. HarmonyPSA was literally the only PSA we found that met our requirements. Sadly, the simple question, "Can we put HTML in ticket comments?" eliminated almost the whole pack of PSA solutions out there, including the industry leaders.
HarmonyPSA uses a modern technology stack and a responsive web design so it works on all devices and screen sizes.
Their contract management handles all our recurring billing, including the edge cases.
The sales, quoting, and purchasing features are flexible and built with plenty of approval and release stages to facilitate an organized work flow and delegation of duties amongst our team.
Dynamic URL links and editable HTML templates make customization and integrations possible.
They have a relatively small team, but their staff is intimately knowledgeable about the product, and any support requests are fulfilled quickly.
Documentation and help videos could be better. I get the impression it's not a priority as they are growing and adding features so quickly.
We're in the US and HarmonyPSA is headquartered in Britain, so we had to deal with the time change while onboarding.
Shawn mcgee ,. Specializzazione: Circuiteria Numero di dipendenti: 13-50 dipendenti
The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information. Also, when we had a problem, we had to "get people together" to gather all of the facts before we could answer the questions needed to solve issues since all information was spread out.
Using Harmony, we can keep track of multiple quotes, even though we follow a very different sales process from most companies and all this information is available without someone needing to key it into Salesforce after the fact.
The ease in which we can configure this to our workflow and not have to change our business model to fit the product as well as the ability to use the APIs.
Limitations in the ability to customize screens for end-users. Some employees get confused when confronted with fields and choices they do not use.
Natalie T. Specializzazione: Servizi e tecnologie dell'informazione Numero di dipendenti: 13-50 dipendenti
We wanted a system that integrated the whole company. We were disjointed and our systems were hindering our progress rather than aiding us. So we wanted to be on a one-solution system that allowed us to work as an IT Helpdesk but also as an accounts team eliminating some of the stresses of recurring billing and a sales department that was spending time completing manual quotes with potential errors.
We trialled Harmony and a competitor after doing lots of research into products that would best suit our needs. We chose Harmony as it felt like the best fit for our needs and ticked a lot of boxes. In particular being able to sign agreements and orders online allows us to have a clear audit trial and stops things getting missed, the recurring billing schedules means that manual invoices every month of the same items are no longer created and the Helpdesk can operate a self-service portal where customers can check on tickets and assign their own priorities to tickets and bring automation onto many of the roles.
The support we have received, in particular from Steve, James and Simon has been fantastic and really helped out whilst I have been implementing the system. They must be sick of all my emails constantly asking them questions but they are always really friendly and happy to assist.
We can already see an improvement to the time spent in Accounts to a point where it is saving hours per day. In Sales, it has had a massive impact on how quotes are sent out. Giving a true reflection on costs and profits and the Helpdesk has a lot more autonomy to hand so that simple tasks like email templates or how to guides can be quickly and easily sent to a customer. There has been a lot of time spent implementing but so far Harmony is a great addition
The software fits the whole company rather than just a department giving a full overview to the company. The cloud solution means we can access it anywhere and is mobile optimised to be used on the go.
As the product is an off the shelf solution, there are limitations to what the software can do but we have made adjustments and work arounds to implement into our company.
Jon B. Specializzazione: Amministrazione pubblica Numero di dipendenti: 10.001+ dipendenti
SCC ICT Services provides Managed IT Services and Cloud Services to a growing number of organisations using a per unit pricing model for services. We looked at several helpdesk and Professional Service Automation tools to assist us with managing customers and our accounts. We looked at several products including best of breed in several spaces however integration was going to prove challenging. HarmonyPSA met the majority of our requirements in a single product allowing us to manage customers from opportunity through to support.
The use of a single product allows for us to see everything about each of our customers including quotes, orders, invoices, tickets, inventory and projects. The single view throughout the system allows total customer management from a technician, account manager and director level showing performance and income consistently. HarmonyPSA is constantly evolving as a SaaS based solution meeting new requirements as technology changes the way that services are delivered.
Feedback is always welcomed and depending on the changes soon finds its way into the release schedule.
Integration with external tools is new and a little young however hopefully this will mature and extend its reach. The rapid development does lead to some inconsistencies through the solution and documentation can be a little behind the release schedule due to the agile development methods used however this does not impact on the benefits of the approach.
If you are running a managed IT or Cloud services business HarmonyPSA should be on your list of tools to review.
Sophie L. Numero di dipendenti: 13-50 dipendenti
We brought in HarmonyPSA to the business as a means to centralise every part of our internal systems. As a small-medium size business that has grown very rapidly through 2014, we needed a solution to smooth the transition from sales to production, and increase and open communications with our clients, all whilst ensuring a firm grasp on revenue and invoicing.
Harmony has fit the bill perfectly. With continuing feature additions, I have no doubt Harmony will continue to provide the solution for our business needs far into the future. Sure, the system has a (very) small number of UX discrepancies, but these do not hinder productivity or efficiency in the slightest - and, the team behind this incredible piece of software are without doubt the most informative, friendly, responsive and helpful team I have had the pleasure to work with. Notably, Emma and Stephen who have guided us from day one.
Knowing that DataLogicSolutions do use their system internally, and having such a fantastic experience thus far, " the proof of the pudding is in the eating" couldn't be more of an appropriate phrase to finish up with.
1)Customer Service is exactly what you need - fast, informative, helpful and friendly!
2)Fantastic supporting documentation for implementation and continuing use.
3) Satisfaction - software that actually works!
4) Easy roll out to every staff member
5) Test instances, always useful for training purposes etc.
6) Secure and Reliable
Slight/minor inconsistencies through UX. (can not emphasise minor enough)
Does require a lot of initial configuration, but any system this rewarding would suffer this same issue.