HarmonyPSA Review

Review of Harmony PSA

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Review of Harmony PSA

Harmony has been designed from the start to support multi-divisional, multi-jurisdictional software and services businesses. It isn’t a compromised vertical customisation of a generic ERP solution. Being specific allows the solution to contain the deep niche functionality required to support the complex requirements of this type of business.

Also, it has been designed to support the entire business lifecycle from lead to contract renewal. All the staff in the company will use the system, ensuring nothing needs re-keying and lifecycle reporting is available on demand. The aim is to eliminate disconnected processes, lost or out-of-date data or manual re-keying.

The data model has been developed to enable the key contractual aspects of each order line to be inherited from the price book, allowing components to be correctly routed through the system and accounted for. Invoicing is driven from the system on an event or periodic basis so that invoices may be raised (or released if auto-generated) at the first available opportunity, not always as part of a month-end cycle. In addition, key quality steps have been built into the process lifecycle so that data can be corrected at the earliest opportunity thus saving re-work and reducing errors downstream.”  – Harmony Product Team.

HarmonyPSA is not like your traditional PSA tools such as OpenAir or ChangePoint.  It is developed specifically to assist Software companies and IT Services selling to global clients to win business quickly and professionally and to manage the global delivery of software and services.  Unlike most PSA systems in the market today, Harmony PSA allows companies to run Sales Ledger, Purchase Ledger, Purchase Order Processing and Sales Orders within one integrated system including cash receipts and payments.  Harmony integration by design supports General Ledger integration via journal and document level integration using its RESTful API.  Users are therefore able to choose the best option for their integration strategy.  Harmony expects the financial management system to handle VAT return.  Your choice of financial management system may drive which integration option open to user organisation.

Harmony Key strengths are:

  1. Sales Management for Software, IT Services and Technology companies
    1. Ability to hold scripts for lead generation and sales teams when using telephone prospecting technique
    2. The opportunity handover includes handover notes from lead generator to sales
    3. Easy to select product configuration combining software (with and without annual maintenance), Services, 3rd party products, consumption based billing and pre-pay services. Unique to Harmony is the fact that the product configurator contains significant amount of intelligence to make it easy for sales team to price up a quote, ensuring that no necessary products or services are missed. For example, if support is to be charged on software, these are specified in the product configurator and added to the quotation.
    4. Harmony Quotation splits out one off software costs from recurring charges costs. Harmony output is the most comprehensive for quotation and proposal I have seen for the IT industry. It includes contractual notes specified on during discussion to be reflected on the printed document.
    5. Harmony enables companies with multiple brands to manage consistency across brands.
    6. Harmony also supports full service desk functionality allowing the incident tickets and software feature processes to reside within the same commercial framework. This means you will never do support work without knowing you are in contract.
  1. Management of Global Contract (Project) delivery
    1. Harmony allows a single global project to be created (referred to as Contract) and all its components managed from a single point.
    2. Invoicing is split between items to be billed on contract signature/ acceptance by client, recurring invoices based on contract rules with multi-year contract management.
    3. Project team can be sourced from a global pool (or limited to region or country) and allocated to global projects. Harmony has the concept of jurisdiction (separate legal entity).  Each project and employee belong to one legal entity.  When a resource from a different legal entity is assigned to a project from another legal entity, Harmony creates inter-company transactions.  An intercompany invoice can be created from the resource owning company to the project company.  A mark-up percentage can also be applied.
    4. As expected, employees can enter time and expenses against project they work on. Reports can be produced detailing budget vs actual time booked. Harmony also tracks remaining budget for services elements.
  1. Financial Management
  1. Revenue Generation concept in Harmony allows invoices and revenue to be separated – thereby allowing complex invoicing and billing points to be utilised whilst recognising revenue on a separate basis.
  2. AR Receipts can be posted in Harmony and updates the AR ledger and aged AR reporting. Only basic debt chasing facility is currently incorporated into the product. However, more advanced rule-based alerts and escalations can be easily created using Harmony’s rule engine. These alerts can include auto-creation of customer chasing emails and contractual escalations.
  3. Harmony uses the concept of Purchase Orders to track expected costs and commitment costs on projects. Purchase orders are automatically created for 3rd party products.  No rekey or manual PO creation is needed unless they need to be amended.  Approval workflow for PO is a standard feature in Harmony.
  4. Receiving can be done for each order and a purchase invoice (with 3 way matching) can be prepared from PO.
  5. Purchase Invoice approval is standard in Harmony. Approvers can decide whether the full amount is due or a lesser amount is due (part delivery, etc.)
  6. Contractor remittance is a breeze in Harmony. Contractor will enter their time and once approved, remittance can be generated based on timeline entered.
  7. You can make payment to suppliers directly from Harmony. Payments can be cash or directly into the bank by BACS.

Whilst Harmony is extremely competent in project financial management, it currently lacks resource and workload management capabilities.  These are under development and are scheduled for release in H1 2016.  The current solution allows project managers to assign resources to projects and have this scheduled to their calendar.  Resourcing of current workload in Harmony is simple.  The new workload management capabilities will provide predictive resource requirements based on opportunities and quotes.  The new software also promises to provide tighter integration between sales and services by using standard phases in quotations and orders.

The whole product has been architected with the users in mind.  With a few clicks, users are able to create quotes and orders.  Adoption – which is often a stumbling block for most enterprise system implementations should be relatively simple for the sales and operations team.  However, finance team will need more convincing to adopt Harmony’s AP, AR, Cashbook and bank reconciliation. The greatest threat in our view to successful Harmony implementation is the lack of adoption of Harmony AP, AR and Bank reconciliation features and embarking on complex integration to overcome them.

We highly recommend Harmony to any Software, IT services and Technology companies looking to replace existing ERP, PSA or SRP solutions to improve performance and profitability.



About Yuwan Effendi, Principal Consultant, Anderson Yates

With over 15 years’ experience of helping Professional Services Organisation to improve performance and profitability, Yuwan has evaluated and overseen the implementation of a number of PSA solutions including Deltek, ChangePoint, OpenAir, NetSuite, SharpOwl (now V1), SunAccounts PSA (now Infor), MS Navision and Financial Force. An accountant with 8 years CFO level experience in industry, Yuwan oversee a team of consultants, project and change managers for Anderson Yates, a Cambridge based independent consultancy providing successful selection and implementation of Business Management (CRM,ERP,BI) solutions to growth focused SMBs.

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Anderson Yates introduces Business Intelligence for Salesforce and Sage users

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Anderson Yates introduces Business Intelligence for Salesforce and Sage users

Salesforce and Sage users can enjoy the benefits of Business Intelligence and Analytics immediately with Panintelligence. Connectors and pre-configured dashboard and analytics for Salesforce and Sage are available from Anderson Yates. In addition to standard integration, Panintelligence enables Salesforce users to connect the cloud CRM with Sage & other on premise and cloud accounting/ERP databases.  Here are answer to frequently asked questions (FAQs).

Can we combine Salesforce CRM data to my Accounting, Production, E-Commerce and warehousing data?  Our acconting and production data are on -premise but our e-commerce and warehousing data are in the cloud.

Panintelligence can connect to any of 24 commercial databases both on premise and in the cloud including IBM DB2, Oracle, MySQL, SAP and SQL Server OLAP as standard. We can connect Salesforce CRM data with your accounting data to deliver visibility of customer payment history to improve cashflow and collection.

Can we access our dashboard and reports using any device?

Yes, Panintelligence dashboard is a browser based application that can be accessed on any device.

We wish to deploy Panintelligence on our own servers – is this possible?

Yes, Panintelligence is licensed to enable companies to choose the best deployment model to suit their business.  The application can be hosted on a private or public cloud.

How secure is our data and will any data be cached on local device or machine?

Panintelligence is the only PCI compliant Business Intelligence and Analytics tool approved for use in the Financial Services industry.  By design, the software uses server procesing.  No local procesing or Caching takes place on your device or client machine.

Find out how Panintelligence is used in this  services industry video.  For more information or to arrange a Proof of Concept for your company, please call 01223 257769 or email: BI@andersonyates.co.uk.


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Part 3 – Is cloud based ERP an extremely risky project for SMEs?

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Part 3 – Is cloud based ERP an extremely risky project for SMEs?

Anderson Yates consultants have been asked to rescue three ERP projects in the past two months, all involving companies that employ less than 250 employees – deploying cloud based ERP. What went wrong for them and what lessons can be learned that will ensure your company doesn’t fall into the same traps? (Part 3)

This week’s article and case study is the final in the series asking if ERP implementation is an Extremely Risky Project for SMEs to undertake.  Our final ERP implementation rescue is for a financial services company providing advice on various products.  They have been implementing their ERP system for 18 months but have not yet adopted the solution for finance.  The front office team has been using the Customer Relationship module to meet regulatory and internal sales management needs.

Case study 3 – Lessons from a Financial Services company ERP project rescue

Why has the solution not yet adopted after 18 months of implementation?  That’s a great question and it was the same question the board was asking.  I am unable to go into great lengths in disclosing this case as it is still ongoing.  Sufficient to say that initial review of the implementation uncovered a number of basic errors.  An example is the use of a text field instead of a drop down list which would have ensured data integrity.  Additional entries can be added to the drop down list if an option was not available.  There were in excess of 100 custom fields added to the Relationship Management module mainly in the Customer and Contacts records.  Automation was deployed to create tasks and activities to support the business processes.

Do you have a System Design Document for the implementation?  If you have read part 2, you know that this is one of the first questions our consultants would ask when reviewing an implementation.  Unfortunately – no.

Do you have a documentation of your To Be Business Process?  Again no.  So how would they know once the system has been implemented if that’s the optimized business process?

Transformation delivered? No not yet.  After discussing with the management team and explaining the implementation best practices that we use, we agreed that a re-implementation was the best solution.  A fixed fee and fixed scope fast track implementation program was agreed with clearly defined scope, deliverables, timescale and tasks to be carried out.

Here is our Sales pitch ……

Are you in the process of setting up your ERP system and need additional resources?  Do you need a fixed fee fixed scope ERP system implementation to ensure certainty and reduce risk on your part?  Our consultants are experts in Netsuite, Sage, Deltek Vision, Microsoft Dynamics, Sales Force & FinancialForce CRM, ERP and Business Intelligence solutions.  Call me on 01223 257769 or email:help@andersonyates.co.uk  if you need an impartial advice and assistance.  We will carry out an initial ERP health check review.

Key lessons learned from 3 case studies :

  1. ERP Project failures are not limited to location, size, industry or sector.
  2. Ensure you have a clear understanding of your optimum To Be Processes and reports and KPIs needs.
  3. Team training is important to set expectations and promote buy in from the start.
  4. Ensure you involve and focus the ERP project on all departments.  Even if you do not intend to roll out the system for certain departments immediately, explain the timescale and why decisions at the initial stage have impact on every department.  Engage all process owners throughout the project lifecycle, right through to go live and do not make assumptions on their behalf.
  5. Do not skip or short cut on User Acceptance Testing stage. Ensure that a thorough User Acceptance Testing is carried out before go live.  It must include all current and potential scenarios.  Run an end to end process testing not just segment tests.
  6. The choice of consultants matter for your ERP project success.
  7. We cannot over emphasize the importance of training.  It reduces frustration and stress. Get help early if you think the system is not behaving as you expect. If you think something is wrong – you are usually right.
  8. Ensure that you or your supplier documents your new ERP processes including details of the configuration options and the reason why they were selected.  Update the document after go live as soon as possible and carry out final configuration check.
  9. Ensure that you examine the consultants’ implementation methodology and plan to ensure they make sense and provide sufficient time and attention to adoption as well as implementation process.  Flag up any concerns or issues early and seek another independent advice if required.
  10. Choose fixed scope and fixed price fast implementation option if possible to reduce uncertainty and risk and to get the ERP solution ready for testing as soon as possible. Any potential issues can be identified earlier and addressed.


SMEs have the opportunity to upgrade their often non-integrated business management solutions with cloud native fully integrated ERP.  These systems offer lower cost of ownership, less risk, increase efficiency and provide flexibility and scalability to meet increasing business complexities.  Implemented and adopted properly, ERP provides a great Return on Investment (ROI) for fast growth and internationally focused SMBs.  However, as lessons learned above shows,there are pitfalls and “gotchas”. As SMEs place increasing demands on suppliers and resellers to implement ERP solutions to meet their needs, there will be a shortage of experienced consultants, project and change managers.  The choice of consulting firm will become more important to ensure successful outcome.

Read Part 2 – Is Cloud based ERP an extremely risky project for SMEs?

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Anderson Yates invests in Netsuite consulting competency and expands its cloud offerings

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Anderson Yates invests in Netsuite consulting competency and expands its cloud offerings

Anderson Yates partners with Netsuite through Collaborative Systems Consulting in Cambridge and Keystone Data in Leeds – and invests in Netsuite consulting competency to provide independent advice and assistance to companies evaluating cloud based business management solutions.

Fast Growth companies and Exporters based in East Anglia (Cambridge, Ipswich & Peterborough), the South East (London), Leeds and Manchester can now get independent advice and assistance in evaluating the real benefits of integrated cloud based ERP solution for their businesses.

Anderson Yates has been advising clients on the benefits and justification of ERP investment for growth focused SMEs since 2004.  The company has significant experience of working with Fast Growth companies and Exporters.  Their consultants have assisted several winner of The Queen’s Award for International Trade to improve their use of integrated ERP solutions (CRM, Finance/Accounting, HR) and Business Intelligence and Analytics.

“We chose to invest and develop consulting expertise in Netsuite having independently evaluated a number of Cloud based ERP offerings including Sage (www.Sage.com), Microsoft Navision (www.microsoft.com), SAP Business One (www.SAP.com), and Accumatica (www.accumatica.com) but found Netsuite’s significant experience in the cloud, global reach, 24,000+ client base, financial strength and completeness of solution for most industries (E-Commerce, Light Manufacturing, IT Services, Technology, Professional Services and Engineering) to be most impressive”  explained Yuwan Effendi, Senior Consultant, Anderson Yates.  “Companies looking to invest in a fully integrated Cloud ERP solution and those trading internationally, needing to meet local market legislation and multi lingual E-Commerce and business management system features, will do well to evaluate Netsuite One World”

Anderson Yates do not resell Netsuite or any other software packages it highlights or recommends and clients are free to choose whether to engage their consultants or use resellers and other consulting partners for their implementation.  At the implementation stage, the company has proven to be most valuable in assisting clients with Stakeholders management, Project and Change management and User Acceptance Testing (UAT) activities.  Anderson Yates’senior consultants have held senior finance roles and with 15+ years ERP implementation experience in Europe, North America, Middle East and Asia Pacific regions.


Anderson Yates (www.andersonyates.co.uk) is an independent consultancy assisting mid-market Fast Growth and Exporting companies in the succesful selection and implementation (Project Management) and adoption (Change Management & User Acceptance Testing (UAT)) of integrated business management solutions (CRM, ERP/Accounting, HR) and Reporting, Business Intelligence and Analytics that drives business performance.  Our senior consultants have 15+ year’s successful system implementation and adoption experience with in-depth knowledge of business and financial processes and international reporting requirements.

Netsuite (www.netsuite.co.uk) is the industry’s leading provider of cloud-based financials / ERP and omni channel commerce software suites.  Today, more than 24,000 companies and subsidiaries depend on NetSuite to run complex, mission-critical business processes globally in the cloud. Since its inception in 1998, NetSuite has established itself as the leading provider of enterprise-class cloud ERP/financials suites for divisions of large enterprises and mid-sized organisations seeking to upgrade their antiquated client/server ERP systems. NetSuite continues its success in delivering the best cloud ERP/financial suites to businesses around the world, enabling them to lower IT costs significantly while increasing productivity, as the global adoption of the cloud is accelerating.

Collaborative Systems Consulting (www.collaborative-systems.co.uk) and Keystone Data(www.keystonedata.co.uk) are reseller partners, system integrators and consulting companies for  Netsuite based in Cambridge and Leeds respectively.


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