{"id":15265,"date":"2020-03-03T00:00:00","date_gmt":"2020-03-03T06:00:00","guid":{"rendered":"https:\/\/blog.planview.com\/why-msps-need-psa-software-with-business-intelligence\/"},"modified":"2022-04-04T16:59:38","modified_gmt":"2022-04-04T21:59:38","slug":"why-msps-need-psa-software-with-business-intelligence","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/why-msps-need-psa-software-with-business-intelligence\/","title":{"rendered":"Why MSPs Need PSA Software with Business Intelligence"},"content":{"rendered":"<figure>\n<div class=\"feature-image\"><img decoding=\"async\" class=\"aligncenter size-full\" src=\"https:\/\/media.planview.com\/changepoint-blog\/blog_whymspsneedbi_07012020.jpg\" alt=\"Why MSPs Need PSA Software with Business Intelligence\" \/><\/div>\n<\/figure>\n<p><span data-contrast=\"auto\">Managed Service Providers (MSPs) may be surprised by the modernization of <a href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/professional-services-automation\/\">Professional Services Automation<\/a> (PSA) software. Older versions of this technology provided features <\/span><span data-contrast=\"auto\">similar to<\/span><span data-contrast=\"auto\">\u00a0th<\/span><span data-contrast=\"auto\">at\u00a0<\/span><span data-contrast=\"auto\">of help desk software, but now PSA solutions go far beyond managing support tickets and tasks.<\/span><span data-contrast=\"auto\">\u00a0<\/span><\/p>\n<p><!--more--><\/p>\n<p><span data-contrast=\"auto\">For an MSP, the value of PSA software extends not only to operational items such as managing help-desk tickets and customer accounts, but also with the strategic side of the organization.\u00a0\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The best PSA solutions are<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-contrast=\"auto\">equipped with business intelligence, which turns them into versatile resources that automate tasks, collect critical business data, facilitate system integrations, and enable better business analytics.<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Here\u2019s a look at the benefits your MSP can receive from using a PSA solution in conjunction with business intelligence.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/why-msps-need-psa-software-with-business-intelligence\/#Practical_Task_and_Process_Automation\" >Practical Task and Process Automation\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/why-msps-need-psa-software-with-business-intelligence\/#Centralized_Data_Storage\" >Centralized Data Storage\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/why-msps-need-psa-software-with-business-intelligence\/#Better_Software_Integration_Capabilities\" >Better Software Integration Capabilities\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/blog.planview.com\/why-msps-need-psa-software-with-business-intelligence\/#Analytics_to_Improve_Customer_Service\" >Analytics to Improve Customer Service\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/blog.planview.com\/why-msps-need-psa-software-with-business-intelligence\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Practical_Task_and_Process_Automation\"><\/span><span data-contrast=\"auto\">Practical Task and Process Automation<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">In\u00a0<\/span><a href=\"https:\/\/www.changepoint.com\/solutions\/by-need\/services-automation-sa\"><span data-contrast=\"none\">business intelligence PSA software<\/span><\/a><span data-contrast=\"auto\">, the traditional functions of help desk software have been greatly expanded\u00a0<\/span><span data-contrast=\"auto\">through the use of<\/span><span data-contrast=\"auto\">\u00a0more intelligent automation capabilities.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">A wide range of tasks can be automated, delivering exponential value to MSPs and their clients. The ability to automate tasks has a direct impact on your maximum client capacity and your ability to perform at scale.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Whether it\u2019s customer support tickets, invoicing, technical support requests, project management, or\u00a0<\/span><span data-contrast=\"auto\">a number of<\/span><span data-contrast=\"auto\">\u00a0other tasks, business intelligence PSA software allows MSPs to\u00a0<\/span><a href=\"https:\/\/searchitchannel.techtarget.com\/feature\/MSP-operations-Channel-seeks-automated-systems-to-address-pain-points\"><span data-contrast=\"none\">do more with less<\/span><\/a><span data-contrast=\"auto\">\u2014and get it done without sacrificing quality in their work.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Centralized_Data_Storage\"><\/span><span data-contrast=\"auto\">Centralized Data Storage<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">MSPs need data to be stored in a secure location\u2014but they also need that location to be easily accessed remotely. A central data repository is the solution those MSPs need, and modern PSA software can provide this feature.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Modern PSA software\u00a0<\/span><span data-contrast=\"auto\">is capable of collecting<\/span><span data-contrast=\"auto\">\u00a0and storing\u00a0<\/span><span data-contrast=\"auto\">all of<\/span><span data-contrast=\"auto\">\u00a0the customer data you need to access, including inventory information and billable time. This makes it easy for customer data to be used for analytics purposes, allowing MSPs to generate data-driven insights that improve their customer service and internal performance.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">That\u2019s not the only benefit centralized storage offers. Because you\u2019re working with only one central server, your company\u00a0<\/span><span data-contrast=\"auto\">has to<\/span><span data-contrast=\"auto\">\u00a0dedicate fewer administrators and IT resources to manage the central server where your data is being stored. This one-stop location also makes security easier and reduces the risk of vulnerabilities compared to a decentralized setup in which multiple servers and data storage points are being used.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Better_Software_Integration_Capabilities\"><\/span><span data-contrast=\"auto\">Better Software Integration Capabilities<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">Some businesses opt for a customer relationship management (CRM) solution instead of PSA software to provide features\u00a0<\/span><span data-contrast=\"auto\">similar to<\/span><span data-contrast=\"auto\">\u00a0those of a help desk solution. But this has drawbacks when you\u2019re trying to integrate common MSP tools into your system architecture.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">PSA solutions are designed to integrate with core MSP solutions such as QuickBooks, or remote management and monitoring tools such as\u00a0<\/span><span data-contrast=\"auto\">NinjaRMM<\/span><span data-contrast=\"auto\">. CRM solutions are unlikely to offer the same level of integration, especially when it comes to synchronizing data.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Business intelligence PSA software is the only way MSPs can make sure their in-house technology is as flexible and collaborative as possible when serving their clients.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Analytics_to_Improve_Customer_Service\"><\/span><span data-contrast=\"auto\">Analytics to Improve Customer Service<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">When it comes to business intelligence, analytics is what matters most. Access to customer data is great, but data doesn\u2019t translate into intelligence on its own.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Business intelligence PSA software gives you those valuable insights, allowing you to spearhead improvements to your internal operations, your business strategy, and your service to your customers.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span data-contrast=\"auto\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">Without a PSA solution, you\u2019re putting a ceiling on your MSP\u2019s performance. Ultimately, your clients will feel the effects.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Don\u2019t shortchange your customers and your business capabilities.\u00a0<\/span><a title=\"\" href=\"https:\/\/info.planview.com\/planview-reach-out-_contact-us_gen_en_reg.html\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Contact us today<\/span><\/a><span data-contrast=\"auto\">\u00a0to find out how PSA software can supercharge your managed services.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Managed Service Providers (MSPs) may be surprised by the modernization of Professional Services Automation (PSA) software. Older versions of this technology provided features similar to\u00a0that\u00a0of help desk software, but now PSA solutions go far beyond managing support tickets and tasks.\u00a0<\/p>\n","protected":false},"author":103,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":2,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[9398],"tags":[],"class_list":["post-15265","post","type-post","status-publish","format-standard","hentry","category-professional-services-automation"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Why MSPs Need PSA Software with Business Intelligence<\/title>\n<meta name=\"description\" content=\"MSPs need to adopt 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