HaloPSA Consultant

Role Overview

HaloPSA Consultant

Core Responsibilities

Implementation & Configuration

8+ full HaloPSA/Halo implementations

. Configure modules Tickets, Projects, Billing, SLAs, Contracts, Timesheets, Finance

. Build workflow automation, escalation logic, triggers, routing setup

. Configure templates, service catalogues, reporting dashboards and permissions

Consulting & Solutioning

. Conduct requirement discovery and convert into technical configurations

. Analyse existing PSA processes and recommend scalable solution architecture

. Drive best-practice efficiency improvements across workflows

Integrations & Data

. Build/Support API integrations and connectors with 3rd party tools

. Handle data migration end-to-end mapping, cleansing, import, validation

Training & Post-Go-Live Support

. Prepare admin manuals, process documents, configuration runbooks

. Conduct UAT cycles, end-user training and handover/KT sessions

. Provide functional support, enhancements & optimisation recommendations

Required Expertise

. 2+ years of hands-on experience implementing HaloPSA

. 8+ years total industry experience in IT/PSA/Managed Services domain

Mandatory - Minimum 8 Halo implementations completed

. Strong PSA understanding Ticket lifecycle, Billing, Projects, SLAs, Utilization

. Strong communication, documentation & client-facing confidence

Performance Measurement

. Quality & completeness of implemented configuration

. Timely UAT sign-off and issue-free go-live

. Improved ticket handling efficiency and SLA adherence

. Customer adoption & post-go-live stability