Case Study: SPINEN increases managed service revenue and streamlines workflows with HaloPSA

SPINEN’s Success with Halo Consolidating Processes and Leveraging Integrations

SPINEN, a service provider with over 25 years of experience, found its innovation stifled by the limitations of its previous PSA software, ConnectWise. The outdated tool resulted in a high volume of manual work, disorganized ticket information, and inefficient processes that made it difficult for technicians to prioritize tasks and manage a multi-step client onboarding. Seeking a modern, scalable solution to automate workflows, the company turned to Halo.

By implementing HaloPSA, SPINEN leveraged its powerful capabilities and seamless integrations, including a private OpenAI instance for AI-driven ticket triage and runbooks to automate processes based on client type. This solution drastically reduced manual effort and improved security with integrated multi-factor authentication. As a direct result of the efficiencies enabled by Halo, SPINEN's managed service revenue increased by 43%, freeing technicians to focus on strategic work and significantly improving service delivery and client satisfaction.

SPINEN

Jimmy Puckett

Chief Executive Officer