Cherwell Service Management (discontinued) vs. HaloPSA

Well suited in an IT environment where you have limited staff. It can be managed by one administrator. Reliability of the SaaS environment has been excellent. Flexibility in developing automated workflows to open, manage, and close Incidents. Change Management due to ability to modify OOB to meet the needs of our staff. Contract Management allowing us to be notified when a contract or license is up for renewal and setting reminders. Integrations are not easy to create and manage.

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Having been in IT for 10+ years and used so many different PSA platforms, I must say working with HaloPSA has been simply amazing. Straight out of the box, it's fast. It's feature-rich. It's easy to set up the basics, and the onboarding team was amazing. The onboarding team actually spends time with you, human on human, walking you through the setup and getting it working how you want. No one else does that included. Yeah, sure, you can pay CW and the other huge amounts of money, and they sort of help you, but HaloPSA helps you from the start; it seems they realise if they help set it up correctly in the first place, it reduces support calls. We can run our business from day one - very customer-centric. We have been using HaloPSA for a year now, and there is still plenty to learn and develop on the platform, but every week we are learning new things that we can do. The support team is great; they are humans who understand the issues we face, so they get things working fast. We have suggested some missing features to the dev team, and so far, they have implemented all of them - WOW. Don't get me wrong, as with all platforms, HaloPSA is not perfect. It's young, but it's maturing fast, very fast, and they are getting integrations built with the major players in the IT industry, which is fantastic. Yes, a few times, the link to Xero broke, which was annoying, but unlike the platforms we used in the past, the support team spoke to us and told us what the problem was and got it fixed, so you can't ask for more than that. Their growth has been fantastic to see, but again this has meant a bit of change around with account managers, support personnel, etc., but everyone they bring on is just as good as the last. All in all, migrating to HaloPSA was the best software/platform decision I have made in our business since I began the business. I would recommend HaloPSA to any IT business. Well done, Team HALO. Keep up the awesome work.

• Cherwell's email handling automation works flawlessly. The only time that I have ever needed to reset the automation service that drives it is when my own server that houses the small connecting agent has some kind of problem and disconnects us from our hosted Cherwell instance. It just works. Emails to a certain address always result in a new ticket or update to an existing ticket.
• Cherwell is literally 100% customization in so many ways that it would be pointless to try to enumerate them. There is a very sizable list of already-created customizations (called "mApps") that you can download and apply to your instance. If you don't like them you can roll them back in seconds. But you can add and configure entire modules using one of these pre-defined, completely free, add-on packages. It's so easy to add features this way that I check the list of available mApps every month or so just to see what functionality I can add.

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• Workflows
• Stock Control
• Quoting

• Cherwell lacks modern UI capabilities such as responsive forms and CSS styling for web portals.
• Built-in reporting engine is hard to use and resource intensive to run.
• No patching model for small platform fixes, must upgrade to receive platform code changes.

• Stock control
• There are 3-4 different ways to do that same thing
• Documentation

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Cherwell is still the best tool for the job in the market. Even though Ivanti bought them and are trying to convince everyone to move over to Neurons for ITSM, they have stated Cherwell will remain supported indefinitely and have a roadmap for future Cherwell development. Unfortunately, ISM is not as flexible as Cherwell (and the UX is atrocious), hence why many people are sticking with Cherwell (and why many Cherwell customers never purchased ISM originally)

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I enjoy the layout and configuration of our Cherwell Service Management instance. It did take me a bit to get used to, as with any new ticketing system, but now that I understand the system more, I thoroughly enjoy it! There are just so many options and the UI is very intuitive.

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Almost always available, with exception for a handful of outages due to infrastructure related issues

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The browser client is mostly acceptable in terms of performance, but still lacks parity with the rich client. The rich client is not very performant at all. It's built on old architecture and relies heavily on a fast internet connection, good caching and database indexing. There are several unwritten rules with form design (and form arrangement) which most users are not aware of, but can severely impact performance in the rich client. This is where the flexibility of Cherwell can come back to bite you if you step outside the boundaries of these unwritten rules

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We generally have a good time with Cherwell support, however, there are the few niche cases where I have to explain how Cherwell works to the customer support agent on the other end. A little more product education for tier 1 support could go a long way in helping expedite support requests from SaaS customers.

I didn't partake in the in-person training, but it was available. I preferred the online method instead, which was a great experience. It was nice to have someone available to bounce questions off of and demonstrate how certain functions worked.

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The training was great! We got together to review the system, its UI, and how to perform basic functions. Then there was plenty of time to ask questions and test out the system while there was someone available to assist.

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Implementation is a breeze. Each time I've implemented it, we had an outsourced vendor overseeing it & assisting where needed. However, Cherwell OOTB is ready to go, and configuring it for LDAP/SAML, etc. for authentication and user-imports is really straight forward. The infrastructure needed for Cherwell is extremely simple too - and installing the server & database takes no more than 20 mins

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Much more customizable than other products, especially when ran in a self-hosted environment. Cherwell [Service Management] allows for greater flexibility of custom development and integrations to allow for automating tasks that traditional ITSM apps are not well suited for. Cherwell [Service Management] gives you the freedom to develop your own objects with minimal licensing costs.

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We have used and tried several other PSA vendors and HaloPSA was our favorite by far. Many others were either much too overly complicated, clunky, slow to respond to issues, incomplete, or they simply failed to deliver on promises made, especially in terms of integrations.

We have had great contracts with Cherwell and love the concurrent licensing model

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We have never had any major show-stopper issues with Cherwell itself - more so with the infrastructure it sits on. Moving from in-house cloud (on Cherwell's side), to AWS then to Azure has caused multiple problems over the years (some still on-going), however the product has remained fairly stable

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As mentioned, they were always great to work with (minus the project management side). My only feedback would be to push back on requirements that don't make sense

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• As with any standard ticketing system, it helped decrease the time before first contact with clients.
• Our department was always concerned with keeping a low budget, and it was cheaper than most.
• My supervisor could easily tell how many resources were being put into each employee, so we had more visibility of our team's capabilities at a given time if we needed to take on something complex.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Improve our technicians efficiency
• Helped improve asset recording
• Knowledge base