MSPbots understands that your choice of professional services automation (PSA) software may change as your organization evolves. If you decide to switch, our Professional Services team is here to assist with converting your existing dashboards, widgets, and other assets and to ensure a seamless transition to your new system.
This document discusses the conversion guidelines and key expectations to help you fully prepare for your PSA conversion.
Scope of Services
We offer conversion services for the following assets:
- Widgets
- Dashboards
- Reports
- Scorecards (Snapshot data is not included.)
- Bots
Key Considerations
We aim to help you transition to the new PSA as smoothly as possible. Before we start, please take note of the following key considerations:
- Feature Availability
Some features or metrics in your current PSA may not be available in the PSA you are switching to. For example, a metric like "Resolution Plan" may be available in ConnectWise Manage or Autotask but not in Halo. Assets that use this metric needs reconfiguration or may not be transferred. - Custom Assets
Custom-built widgets or bots must be recreated to suit the new PSA’s architecture. This process will require additional time and resources, depending on the complexity of the customization. - Fields Mapping
Because PSAs store and structure data uniquely, the migration of specific metrics or fields may be affected. We do our best to mitigate this by relying on past projects and mostly the provided documentation of your new PSA's workflows, ensuring your new system displays the equivalent information. - Data Accuracy
The differences among PSAs can also result in different data calculations. During the migration, instead of comparing old data counts with that of the new PSA, we validate the new data against the live data in your new system to ensure accuracy.
What You Need to Provide
Please provide the following information to ensure a smooth and efficient conversion process:
- Current configuration details
Provide a detailed summary of your existing widgets, dashboards, and bots, including their priority levels. - Workflow changes in the new PSA
Share the changes made on workflows in the new PSA that affect how data is pulled or displayed. For example:
Helpdesk → Support L1
Alerts → Monitoring
- Other required information
It is also important to provide the details on how your new PSA handles the following:- Agreements/Contracts: Describe how agreements and contracts are managed, including any specific workflows or configurations.
- Opportunities/Quotes: Explain how opportunities and quotes are tracked, especially if there are unique fields or stages.
- Project Tickets: Share your workflow for project tickets from creation to assignment and tracking.
Important Notes for Your PSA Conversion
Review the available templates
We highly encourage you to review the available templates for your new PSA system before the conversion begins. This step will minimize the amount of custom work required, making the transition quicker for you and our team. You can always contact your Project Engineer for assistance with the template options.
- For Professional Subscription Clients
Reviewing templates ensures your key dashboards and widgets are converted efficiently, allowing us to focus on the most important areas for your business. - For Startup and Ala Carte Clients
Utilizing templates helps drive down the total hours required for the project and minimizes your overall conversion cost.
Additional Conversion Information
Please note the following during the PSA conversion process:
- We can handle up to 3 to 5 dashboards per project/ticket to ensure balanced workload management.
- We set clear timelines and priorities. You can receive and view these through the ticketing system.
- Your confirmation of the work scope is required before we begin the conversion process.