We’ve just released the Level Library, a collection of pre-configured, importable resources.
Check it out.svg)
Product
Explore the RMM vs. PSA software comparison to make an informed choice for your MSP. Learn how Level can help simplify IT management.
Level
Wednesday, January 22, 2025
Managed service providers (MSPs) face constant pressure to stay productive while delivering top-notch IT services to clients.
Tools like RMM (Remote Monitoring and Management) and PSA (Professional Services Automation) can improve IT efficiency and service capabilities. However, they approach things in very different ways.
It's important to learn the key differences between RMM and PSA to choose the right solution that will benefit your operations.
In this article, we'll compare RMM vs. PSA software, when to use one, and why combining them can take your IT productivity to the next level.
RMM software helps service providers manage their clients' IT infrastructure remotely.
It can monitor multiple endpoints, like desktops and servers, from a central location. This function keeps track of system performance, network health, and security status.
If any irregularities could cause a problem, the RMM tool sends an alert to the relevant IT teams. This allows them to address the issue before they impact operations.
It also schedules regular updates and maintenance so all systems run smoothly with fewer chances of unexpected failures. An MSP business can save time and potential costs on manual troubleshooting.
Patch management is another key feature of an RMM solution. It automatically applies security patches to prevent vulnerabilities and cyber threats.
On top of these capabilities, RMM can track assets and generate audit trails to maintain regulatory compliance.
MSPs should use remote management tools to monitor and maintain client systems remotely. With RMM, IT teams can oversee multiple devices across various locations without needing onsite access.
They can also take advantage of the RMM platform's automation tools to automate routine maintenance tasks. This allows them to focus on more strategic initiatives.
RMM software offers several advantages that can help MSPs provide better service while saving time and resources. Here are the key benefits:
A PSA tool is a suite of applications that automate routine business processes, including:
Integrating these into a single platform helps firms simplify their processes and deliver better service to clients.
At its core, PSA software supports more productive project management by allowing teams to plan and execute projects. This centralized approach reduces the likelihood of delays and budget overruns.
MSPs should use PSA tools to manage business workflows and client-facing tasks. Common applications include tracking and resolving support tickets, scheduling projects, managing contracts, and automating billing.
PSA software is a powerful tool that helps MSPs simplify operations and provide better service. Let's take a closer look at the benefits:
The main difference between RMM and PSA tools is their purpose. RMM tools focus on managing and monitoring IT infrastructure remotely. PSA tools, on the other hand, are designed to simplify business operations.
Here are a few aspects that differentiate PSA and RMM tools from each other:
RMM tools are primarily used by managed service providers and internal IT teams. These organizations use the software to efficiently control network infrastructure for multiple clients.
Remote capabilities let them handle large volumes of endpoints spread across different locations.
Meanwhile, professional service firms, including MSPs, consulting firms, marketing agencies, and other service-oriented businesses, use PSA software.
They require management and resource allocation abilities to maintain client engagement.
An RMM tool often integrates with various IT management solutions. These include antivirus software, backup solutions, ticketing systems, and network monitoring tools.
Together, they make up a full-suite IT management ecosystem.
PSA tools integrate with enterprise resource planning, business management, and productivity tools. These may include accounting software and time-tracking applications.
Each platform contributes to a smooth data flow and reduces the need for manual data entry.
RMM tools are designed for proactive problem-solving. They continuously monitor IT systems and identify potential issues before they get worse.
As a result, the IT system remains operational and avoids downtime. Automated maintenance tasks further improve system reliability.
In contrast, PSA tools adopt a more administrative approach to problem-solving. The focus is on managing the business side of service delivery rather than the technical aspects.
PSA tools help firms make informed decisions through detailed insights into project progress.
While RMM and PSA tools have distinct functionalities, they can be highly complementary when used together.
Integrating RMM and PSA tools can create a powerful combination for IT service providers. These two systems improve technical management and business operations.
RMM tools can monitor client systems and generate tickets for any issues detected. These tickets can then be resolved using PSA software, which tracks operational costs and produces accurate billing.
Thanks to this integration, managed service providers can now offer a complete IT management solution to their clients.
These are the steps to integrate PSA and RMM tools in your business:
Before starting the integration process, inventory your tools and workflows. Identify what each tool does and document any gaps or inefficiencies.
You can meet with your IT and operations teams to gather input on the most needed features. If your RMM tool lacks effective ticketing integration, note this as a priority for your new PSA tool.
Look for software that meets your requirements and is scalable for future growth. Some features you can check are automated ticketing, asset management, and reporting capabilities.
Each tool should easily connect with the other. For example, ConnectWise and N-able are popular choices due to their integration features and extensive support networks.
You can request demos and trials to see how they function together in your specific environment.
Additionally, consider integrating existing PSA tools that your team is already familiar with to minimize disruption.
Develop a detailed integration plan outlining each step of the process. Start with a clear timeline, and then set milestones for data migration, system configuration, and user training.
Once the plan has been outlined, assign specific tasks to your team members depending on the project scope.
You can also outsource the work to B2B service providers who will set up automated workflows for the RMM and PSA tools.
They can configure the system so that when an alert is triggered in the RMM tool, a ticket is automatically generated in the PSA tool.
Organize training sessions that cover both the technical and practical aspects of the new systems. Use real-life scenarios to demonstrate how the integrated tools will improve workflows.
For instance, show how a service ticket generated in the RMM alert can be managed through the PSA tool until resolution.
You can work with an MSP to create comprehensive user manuals and support channels for ongoing questions. A hands-on approach helps your team become more comfortable with the new tools.
After integration, monitor the performance of the integrated tools. Set up dashboards to track key performance indicators (KPIs) like ticket resolution times, system uptime, and customer satisfaction scores.
You can use this data to identify any system issues or inefficiencies. If you notice that certain types of alerts are not generating tickets correctly, investigate and adjust the configuration.
It's important to review and refine your processes so you're maximizing the benefits. Consider how the integration affects your most critical business systems and their outcomes.
Level offers an intuitive RMM platform that changes the way MSPs handle their remote monitoring and management tasks.
With an emphasis on simplicity, proficiency, and security, Level saves your team countless hours through its streamlined, powerful features.
Take advantage of modernized remote access, advanced automation, PSA integration, and a suite of tools that will upgrade your service capabilities.
Whether you're looking to improve efficiency, strengthen security, or expand your service offerings, Level provides the technology to make it happen.
Book a demo or try Level free for 14 days right now!
The main difference between RMM and PSA is their focus. RMM tools are designed for remote IT infrastructure management. PSA tools, however, aim to simplify business processes like billing and client relationships.
RMM, short for Remote Monitoring and Management, is a software solution that allows MSPs to oversee client IT systems remotely.
A PSA (Professional Services Automation) tool can help organizations manage clients' networks efficiently. It automatically handles service-oriented tasks like scheduling, ticket management, and billing.
Yes, you can use RMM and PSA tools together. RMM handles the technical aspects, while PSA manages business operations. They create a connected workflow from IT issue detection to resolution and billing.
At Level, we understand the modern challenges faced by IT professionals. That's why we've crafted a robust, browser-based Remote Monitoring and Management (RMM) platform that's as flexible as it is secure. Whether your team operates on Windows, Mac, or Linux, Level equips you with the tools to manage, monitor, and control your company's devices seamlessly from anywhere.
Ready to revolutionize how your IT team works? Experience the power of managing a thousand devices as effortlessly as one. Start with Level today—sign up for a free trial or book a demo to see Level in action.
Product
Start your 14-day free trial today.
