We’re Moving to HaloPSA
At Varay Managed IT, we’re always looking ahead to the forefront of technological innovation to deliver the best service to our clients. To do so, we continually assess our own operations to identify opportunities for improvement. So, we’ve decided to update our Professional Services Automation (PSA) software platform to HaloPSA.
While our old platform served us and our clients well for the past 15 years, we decided it was time for a more efficient solution. We’re excited about this update and will continue our dedicated client support throughout this transition.
What is Professional Services Automation?
Professional Services Automation (PSA) is a software tool that helps service-based businesses, like Managed IT firms, direct projects, distribute resources, and nurture client relationships. An efficient PSA software can help businesses streamline operations to deliver a better client experience.
Why We’re Changing Our Professional Services Automation (PSA) Provider
The decision to move to a new PSA platform was not made lightly. The Varay team evaluated many options, including our current system, to select an option that would be the best solution for our operations and our clients for years to come.
Here are some of the factors that went into our decision:
1. Remaining at the Forefront of Technology
As a Managed IT provider, we aim to drive innovation to best serve our clients. While our old PSA platform offered a solid solution for many years, we started to see a lack of updates from the vendor. The software failed to keep up with the latest technology trends. Our business and our clients’ businesses thrive when we stay ahead of the curve on technology, so we wanted a PSA platform that was ready to evolve and grow with all of us.
2. Consolidating Multiple Tools for Streamlined Efficiency
Our new HaloPSA platform replaces multiple tools and third-party plugins with one comprehensive system. Now, our team will be able to access quoting, CRM, and service management tools within a single native platform. This allows us to improve operational efficiency, which means we can better serve our clients.
These new features will be rolled out in phases as we transition and fine-tune the system to best meet our needs.
3. Improving Workflow and Operations
HaloPSA brings significant improvements in automation, leveraging AI-driven workflows that enhance productivity. By streamlining processes, automating workflows, and eliminating inefficiencies, we can focus on delivering exceptional IT support instead of being bogged down by manual administration.
4. Unifying Our Internal Teams to Deliver a Better Service
A unified PSA system ensures that all of our internal teams, including sales, service, and operations, are working within the same platform. By working together in one platform, we’re able to eliminate data silos and improvise communication and cross-department collaboration. This increase in productivity means we can focus more on proactive client support, strategic planning, and faster response times.
Questions About the New PSA?
What a New PSA Means for Our Clients
By improving our internal operations, we can provide a better client experience. Here are some of the benefits you will experience with the implementation of our new PSA:
1. Faster Resolution Times
With better automation and workflow management, our team can resolve issues with greater speed and efficiency, ensuring minimal downtime and a smoother IT experience for your business.
2. Enhanced Client Portal
We know our clients value transparency and control. And that’s exactly what the new HaloPSA portal delivers. New portal features include the ability to:
- Create and track support tickets
- Review real-time ticket status
- Easily pay bills
- Access contract details
- Manage subscriptions
- Seamlessly place orders
New client portal features will be rolled out in stages to ensure a smooth transition and optimal performance.
3. Improved Self-Service Options
HaloPSA provides a more robust self-service experience, allowing our clients to find answers, troubleshoot issues, and initiate service requests without waiting for on-call assistance. This empowers your team to resolve minor IT concerns faster. New self-service options will be continually updated throughout the transition.
4. Auto-Provisioning for New Users and Workstations
With auto-provisioning, we can quickly and accurately configure new user accounts, deploy necessary software, and ensure seamless access to company resources—reducing setup time and enhancing security. We are carefully implementing this functionality to ensure it meets our high standards before making it widely available for all clients.
Varay Drives Innovation
At Varay Managed IT, we are committed to continuous improvement and staying at the forefront of technology. Our transition to HaloPSA represents a significant step forward, allowing us to operate more efficiently while delivering a superior experience to our clients.
We are excited to roll out these new features and benefits to our clients in phases as we continue fine-tuning our new system to deliver the best experience possible. Don’t hesitate to reach out if you have any questions about this transition or how it benefits your business. We appreciate your trust in us and look forward to this exciting new chapter!
