Case study
From 4 hours to 10 minutes. Every week.
How a UK MSP delivery team eliminated their weekly reporting burden with Handover.
4 hrs → 10 mins
Weekly reporting time
96%
Time saved per week
5
Engineers now using Handover
The problem
A UK-based MSP with five engineers and twelve active clients was spending the equivalent of half a working day every week on delivery reporting.
Every Friday afternoon, the Service Delivery Manager would manually pull data from HaloPSA, write individual client update emails, compile action logs, update the risk register, and produce status reports for key accounts.
The process was entirely manual, inconsistent between engineers, and frequently delayed — meaning clients sometimes went without updates for days at a time.
“We knew the reporting needed to happen, but it was always the thing that got pushed to the end of the week. By Friday afternoon, everyone just wanted to go home.”
How Handover changed the workflow
Phase 1: Connect
The team connected Handover to their HaloPSA instance in under two minutes. From that point, all ticket and project data was available to pull directly — no manual copying required.
Phase 2: Generate
Engineers select the tickets they want to report on, hit generate, and receive five professional outputs in under 30 seconds. Client emails, action logs, risk logs, internal summaries and status reports — all formatted consistently, all ready to send.
Phase 3: Push back
Generated reports post directly back into HaloPSA as ticket notes. The team's HaloPSA history stays current automatically, and scheduled weekly reports mean the process now runs without anyone having to trigger it manually.
The results
“Handover has become the first thing I open on a Monday morning. The reports are ready before I've finished my coffee.”
The team now runs weekly scheduled reports every Monday at 7am. By the time engineers arrive at their desks, client update emails are drafted, action logs are current, and HaloPSA tickets have been updated automatically.
What previously consumed a Friday afternoon now happens overnight, without anyone touching it.