CloudBlue PSA (formerly HarmonyPSA) provides full visibility of projects, customers and profitability in a single pane of glass, along with automation of sales, finance and operational processes.
Ingram Micro acquired Harmony Business Systems and HarmonyPSA in April 2021.
$65
per month (billed annually)
Workday Professional Services Automation
Score 9.0 out of 10
N/A
Workday Professional Services Automation automates the Opportunity to Cash process, connecting HCM and ERP data to match the right talent to projects, reducing manual errors and revenue leakage.
Workday Professional Services Automation is a great product for large companies that have standardized, repetitive processes. The ability to automate tactical HR tasks is essential for business productivity, and Workday Professional Services Automation delivers well in this area. However, when a non-standardized process occurs, it is difficult to modify the system in a way that doesn't create confusion for the end-user, resulting in a less than desirable HR experience. For example, when my small company was acquired, our parent business utilized the software for transferring employees from the acquired business to the parent business to ensure they could sign up for health benefits, payroll, etc on Day 1; but, because every form is interrelated, the in-house Workday team was either unable or unwilling to change their workday "standard" fields for offer letters. As VP of HR for the acquired team, I had to meet one-off with each acquired employee to reassure them that certain clauses in the standard offer letter would not apply, explain why their personal email addresses were being used instead of their business ones, and assure them that they were being fully vested/transferred employees and were not considered "new employees" like the offer letter stated, etc.
With workday support options, I would like to see a more immediately responsive response option. Possibly a chat or a responsive email response team would be helpful.
Connectwise was the 600 pound gorilla with lots of features, but it was also the titantic, too big to get out of its own way. We found it too complex to use and too archaic to integrate with. As powerful as it was, it was missing a few key features that a modern PSA like CloudBlue had as a matter of course. CloudBlue feels like the new generation, and so far it's only gotten better as they grow.
Workday Professional Services Automation is a happy medium between the other competitors. It is just enough to help you run your business, but simple to use that even smaller businesses can take advantage without a huge and taxing price tag. Its expandable and has been very well received at the companies I've worked at that use it.
