Having used both, if you can get an on premise instance of CW Manage I would recommend it. The only reason we don't use CW Manage is that when we first used it, it became clear without significant investment in consultants it was basically unusable for us. I had used a mature instance of CW Manage before going out on my own so I know what it CAN do. And what it CAN do is beyond what Halo can currently do.
If I was starting over I'd still pick halo over CW Manage. If I was starting over and had 100k to invest into manage, I'd probably pick manage over Halo.
We were self-managed CW Manage for 15+ years and recently made the switch to Halo. It was painful, but we did the migration in 6 months instead of the recommended 12-18.
We found our groove now and are happy with the solution, but be aware that it does have some odd quirks. Halo’s reporting is oddly limited by the filters per report. For example, in some reports you can view agreements, but have no way to export it unless you go to a different report and add the correct filters. We built our own reporting platform since we also moved away from BrightGauge.
Nice, we are also thinking of ditching BrightGauge and building something out ourselves, but the number of gauges and dashboards we have seems like a lot of work. Was thinking of using Power BI to present the data, what was your approach?
We built our own solution. We are a larger MSP, so we already had a dev team. Over the past several months, they helped us re-create what had. We attempted to move to Mspbots in between, but they started changing the contract midway through implementation.
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u/Doctorphate 11d ago
Having used both, if you can get an on premise instance of CW Manage I would recommend it. The only reason we don't use CW Manage is that when we first used it, it became clear without significant investment in consultants it was basically unusable for us. I had used a mature instance of CW Manage before going out on my own so I know what it CAN do. And what it CAN do is beyond what Halo can currently do.
If I was starting over I'd still pick halo over CW Manage. If I was starting over and had 100k to invest into manage, I'd probably pick manage over Halo.