How an MSP Migrated 57 Clients from KnowBe4 to Phin in Just 4 Hours

• The interface was overly complex for day-to-day administration.
• Standardizing training across dozens of clients required significant manual effort.
• Creating customized training for individual customers added even more administrative overhead.
• Long, annual training didn’t feel fresh or engaging.
• Difficult to set up multilingual training, specifically content in Spanish.

"The migration in total was very simple. We had it completely ready to be deployed within four hours of receiving the platform... [It] would have taken, I estimate, multiple weeks with KnowBe4 and a lot of headache." - Ethan Earl, Resonant Technology Partner

Due to Phin’s simplicity, administrator onboarding was easy. One team member completed Phin's onboarding, documented the process internally, and trained the remaining administrators with minimal effort.

After implementing Phin, Resonant configured the Microsoft Azure sync to quickly add all users and automatically keep them updated. Then, rather than creating separate campaigns for every client, Resonant built a shared campaign once and deployed it across every applicable customer. When individual clients require customized training, those campaigns are created in just a few minutes without disrupting the standard deployment.

Onboarding campaigns are automatically sent to new users to assign security awareness training and organization-specific onboarding content, and Phin automatically enrolls them in the appropriate ongoing training.

Instead of rebuilding campaigns every year, training automatically rotates through selected categories, pulling from 15 years' worth of content. This ensures users continue receiving fresh content while reducing ongoing administrative work.

Phin sends shorter, monthly training to improve relevance and engagement. Automated reporting keeps customer leadership informed while allowing clients—not the MSP—to manage employee accountability.

"We configured the campaign a single time and then were able to apply that to the applicable companies... it saved us a ton of time." - Ethan Earl, Resonant Technology Partner

Resonant now spends very little time maintaining security awareness training and as they continue growing, onboarding new customers will remain a quick, repeatable process instead of a lengthy deployment project.