What is RMM and PSA?

what is rmm and psa

What is RMM and PSA?- Cloud-based tools such as remote monitoring and management (RMM) and professional services automation (PSA) platforms have greatly aided in improving the productivity and revenue of clients and IT experts, thanks to the efficacious software tools produced to support many IT professionals.

The RMM and PSA ecosystems are undergoing consolidation, and the competition is becoming increasingly fierce. With so many vendor marketing testimonials, deciding which platforms provide MSPs the most benefits can be tough. In this post, you’ll learn what RMM and PSA are, as well as their functions in the IT network when they’re deployed.

The Definition of Professional Services Automation (PSA) Software

Professional services companies can use PSA apps to manage client engagements throughout the project lifecycle. When a sales opportunity is generated, a project begins. They then seal the transaction. After then, resources are allocated to complete the task. When invoices are sent out and money is received, the cycle is complete.

Throughout the course of a project, PSA software creates a uniform method for planning, monitoring, and measuring its performance. Services can be delivered more predictably, and tedious manual operations can be reduced or automated, thanks to the unification of business processes and data. Enterprise Resource Planning (ERP) software is comparable to this. In service organisations, PSA is referred to as ERP.

When Do You Need a PSA Software Tool

Where should you employ a PSA software solution, based on the definition mentioned above? Here are some frequent scenarios in which you would want to employ a PSA tool:

  • Accounting
  • Invoicing and billing
  • Management of Calendars and Resources
  • Access to Clients (e.g., through a Client Portal)
  • Collaboration in a Group
  • Management of Documents
  • Software Integrations for Project Management and Proposal Generation (e.g., to a CRM)
  • Tracking of Time and Expenses

The Meaning of RMM

Remote management is the process of controlling a computer or a network from a distance. It entails remotely installing software and supervising all actions on a client’s systems/network, workstations, servers, or endpoints.

Remote Monitoring (also known as RMON) is a specification that allows MSPs to monitor their clients’ network operational activity using remote devices known as probes or monitors. This aids MSPs in maintaining and controlling their network infrastructure.

When You Should Consider Using RMM

The RMM tool improves business processes. First, PSA software allows you to expedite regular company processes and contacts with clients. Once top-level concerns have been fixed, it’s time to go deeper and use RMM to improve internal technical procedures, which helps MSPs keep labour costs low. When a company’s hybrid architecture includes cloud systems, virtualized servers, and on-premises servers, this approach is ideal.

RMM’s solution will bring all of these systems’ data together in one place. Your technicians are always faced with a slew of little everyday chores to do. It entails data collection, configuration, and patching of several locations. You may focus on the maintenance work that needs to be done to minimise potential downtime by using RMM tools. Customers will understand the importance of reducing risks to their most vital business systems and will be willing to pay for it.
By integrating existing PSA tools with all of your hybrid infrastructures, you can reduce operational costs. For this, you’ll almost certainly require a’medium,’ such as an RMM solution.

You can be notified of crucial system statuses and make proactive changes before your client even discovers something is wrong by connecting RMM tools to a client’s server.

RMM, on the other hand, isn’t an ideal tool if you don’t have a good IT administrator. To successfully deploy RMM, you’ll need a large number of technicians with a wide range of skills. Please keep in mind that RMM systems will not enhance profits if you run a similar infrastructure, since many virtualized and cloud solutions include remote monitoring and management features built-in. Before integrating any software tools in your network, it’s a good idea to assess your infrastructure.


We hope you now understand what RMM and PSA are. Even if you only want to use them for IT administration, RMM and PSA tools offer a wide range of advantages.

Our RMM solution in ITarian delivers IT management capabilities like as remote desktop monitoring, trouble ticket tracking, assistance, and user information through a unified interface. Remote network and computer monitoring is made easier with RMM. It aids in the enhancement of technical support staff’s overall performance and the efficient use of resources. It is capable of delivering high-quality results.

Jennifer Thomas
Jennifer Thomas is the Co-founder and Chief Business Development Officer at Cybers Guards. Prior to that, She was responsible for leading its Cyber Security Practice and Cyber Security Operations Center, which provided managed security services.