If you’re an MSP who is going through a growth phase, and you’re still keeping records and tracking your Techs on spreadsheets, notepads, or even Post-it notes, it’s time to look into automating your day-to-day processes. If you’re already automated but have been through some changes recently, you probably need to make some updates too. And that’s what we’ll be talking about today: PSA, or Professional Services Automation.

As you know, PSA is an automated process through which daily tasks and procedures in the Managed Services Industry are processed through a software application to help you run your business more efficiently. This usually includes the creation, storage, and management of your operating processes. It will perform routine tasks quickly, freeing your employees to focus on more important duties.

If you’re looking to add a PSA system to your business or make changes to your existing system, here are some of the factors that will help you make that decision:

  • You want to maximize your employee’s time.
  • Your business is growing and you have a budget for expansion.
  • You had a downturn in business and need to take control of your budget.
  • The vendor you use merged with or was bought out by another company.
  • You’re not happy with your current service.

Watch out for these factors or any other changes in your business that seem to be inefficient.  There are many more reasons why you’d want to make a switch from what you’re currently doing, and realistically, you don’t need much of a reason at all to make a change. Also, don’t wait for the perfect time to implement or change your system. We have bad news for you: there will never be a perfect time to change. One motto we pass along is; never let perfection be the thief of good enough. That translates to: just do it! Get started now and start reaping the rewards of a well-run business.

Rex Frank of Sea-Level Operations and our Operations Lab instructor here at CharTec has a section he covers in his “6 Painful Lessons Learned in 30 Years” session he gives regularly at our Academy, which covers the Sea-Level 5 Phases of integrating a new management system, or PSA, into your business. Here are the steps he recommends, along with a little more info:

  1. Understand the Best Practice. Learn from others. Talk with vendors, other MSP owners, or