Likelihood to Recommend PSA is great at capturing all the data you would need to accurately track and report on consulting projects. It captures project financials, calculates projected GM%, and (among others) allows for hourly tracking of employees, which breaks it up between billable and non-billable for utilization tracking to accurately understand costs. However, the user interface is tough to learn, and the stability of the data reporting functions is questionable. This tool would be great for smaller consulting shops that fit the standard contracting mold. If your business is fairly straightforward without a lot of shades of gray, you shouldn't have much trouble with the tool. However, if your business practices have a lot of exceptions based on clients, then you'll have a tall administrative task on your hands.
Read full review My organization used Google Sheets to work with subbies, but we've since switched to Wrike. It is user friendly, has formulas and customizable fields. Wrike has been a lifesaver because instead of sharing Google Sheets with external customers and typically they messing up - deleting formulas, users can simply fill out a request form without logging into Wrike . All details are displayed in a table view, making management much easier.
Read full review Pros The biggest strength of FinancialForce PSA is that it's built upon the force.com platform, which means it is very easily customizable to our business needs. Projects are easily created, as well as milestones and assignments. "Actuals" (dollars and hours) are calculated automatically, and are easily reported on. Resources are easily managed by using the Resource Planner FinancialForce PSA support is outstanding! Read full review Wrike has been consistent in emailing any updates or changes to each person involved in each task. Wrike has a simple to navigate website, with quick access to each task. Wrike keeps all data files located at the top of the task for quick reference, which makes it easier for each team member to find. Wrike adds date tags as well as any edited or deleted notes where we are able to cross-reference any major changes that may have been made. Read full review Cons The product is still maturing as a full featured PSA tool. The feature roadmap is compelling but is still being built out. Tool is ideal for managing a services business. It is not yet a project manager tool. Limited reporting Maturing change order process Limited integration to back-end financial systems beyond Financial Force Financials. We use Netsuite. The underlying SalesForce UI is constrained and can be keystroke intensive at times Limited archiving of historical data Read full review The email notifications that are automatically sent from Wrike when something is done are easy for users to miss or ignore. Reporting can be limited. You have to create workarounds for collecting/storing the name of the person submitting the form in instances where they do not have their own Wrike license. A more user-friendly interface, especially for those less familiar with project management software, would enhance overall accessibility. Read full review Likelihood to Renew There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.
Read full review I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.
Read full review Usability It is maturing and does what it does well although it is not fully complete. Integration to SF is great. Gives great visibility to incoming services projects and allows the staffing process to start on pipeline deals. There are certain processes that take more click-throughs then needed so there are refinement opportunities around the UI. The resource management screen and project status views have really matured since our original purchase, and while not perfect, allow business leaders to do their jobs. Configurations vs. customizations. We seem to have to bring in an Apex developer to do a customization for changes I would think could be configuration settings
Read full review Wrike, overall, is pretty easy to setup and use. I still find challenges in changing milestone dates but our programs / date changes are different than industry standard so that is partly the issue. We love the Excel look along with the dashboards! There are also built in analytics that really assist in seeing where the projects are!
Read full review Reliability and Availability We have maybe had 1-2 outages over 3 years.
Read full review Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on
NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.
Read full review Performance Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)
Read full review Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX
Read full review Support Rating Every time I submit a new help request, whether it's an actual help request or just a question about FinancialForce PSA, I always feel that I'm receiving world class support. The support we receive from FinancialForce PSA is always very detailed and professional. There are some requests that take longer than other for the initial response, which is why I did not give a full 10.
Read full review Support is very quickly and they want to solve problems actively. When I need additional info I can use community forum, when I've an issue I can use support form to get help. The support is of excellent quality from the first level, to grow when you talk to the engineers it becomes even more important
Read full review In-Person Training It was fine.
Read full review We had staff in person provide some training
Read full review Online Training I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.
Read full review Implementation Rating Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.
Read full review There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group
Read full review Alternatives Considered FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must have. PSA met that requirement and much more.
Read full review I have not used other products except
Microsoft Teams channels with file sharing and standard sharing from Adobe, text and email messaging, and Zoom/
gotomeeting sharing. This is the first product that I have used that had the functionality and platform where the sharing is simplistic. It is better than standard sharing through email or other simple forms because everything stays together.
Read full review Contract Terms and Pricing Model company purchase
Read full review Scalability The sky is the limit for what can be done in Wrike. We started with 1 use case and within 5 months we migrated several key business practices over to Wrike because they were easier to manage. Use cases so far: process improvement, management review, corrective actions, maintenance requests, month-end financial closing, and document management. As we grow, it's easy to imagine putting even more into Wrike where it becomes a cornerstone for how we do business
Read full review Professional Services not sure
Read full review Return on Investment FinancialForce PSA has helped us improve our data tracking and allows us to get more granular about our financial information and performance. PSA has given more tools and reports to individual contributors to take greater ownership over their own data, and has increased accountability across the organization. PSA has added a fairly hefty administrative burden to individuals, project managers, and our financial team. Read full review Adding versions of a document streamlines our editing process, preventing us from reviewing outdated versions of a document. This feature saves time, especially when working with external contributors who may not know Wrike well. Blueprints save time because we do not have to manually enter all the details when scheduling a recurring project. Read full review ScreenShots