Atera vs. FinancialForce PSA

For me, Atera has been a great tool that I added to my arsenal. I wanted something where I could manage my clients' Windows updates. As I used the software, I began to realize all of the various things Atera could do. Now it is a critical component of my business and I would not be able to properly function without it.

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.

• Easy to deploy, both in general or to a specific customer.
• Remote management tools that are in line with every other major solution out there.
• Real-time alerts that allow for easy monitoring of vital systems.
• Configurable threshholds on alerts so the system can be tuned to only notify when there is a problem according to certain metrics.

• 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!

• Ticket automation, more options to specific cases or conditions, and change client assigned to ticket, or be able to assign a ticket for the client without hassle of emailing them back or having to create a fake contact.
• Include notes for client that are not file attachments, maybe integration with a cloud service like Google Docs or OneDrive.
• Integration with other remote access tools would be helpful.

• 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

As of right now, we have found nothing that can offer as many features as Atera does along with the affordability. They are doing monthly releases each month and not just making small changes (shared scripting library, chocolatey support, Install packages, Splashtop SOS support, Scheduled tickets to name a few). The uptimes are great and accessibility to the dashboard has yet to be limited. We are a happy customer and bordering on fanboy status now

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.

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

We have maybe had 1-2 outages over 3 years.

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)

Atera support provides answers to my questions lightning fast. They have never left me feeling like I'm out there on my own. I can ask questions by email, or by chat, or by opening a ticket with them and they are always on it quickly. They also have a forum where other Atera users can help you if you need it, and you can also add feature requests via the forum.

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.

It was fine.

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.

We had tried Syncro, Naverisk, Pulseway - dollar for dollar stack for stack, Atera blew them out of the water. Atera is easy to use, easy to manage, has flourishing facebook and reddit groups for support and they update their knowledge bases daily. Their communication and support has been bar none.

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.

• The lack of cost per unit is a great asset. Our team consists of two members who really use the product, and the cost being per member means we can have hundreds of machines and still only pay for two users.

• 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.