Likelihood to Recommend I believe it is well suited for our industry! We are professional services consulting firm and we need this! However if there is a smaller company who does not need to track these items, then they should not use this big of a platform
Read full review 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 Pros I like the functionality of being able to make payments electronically and the amount of banks and payment methods that are available. Another very useful feature of this tool is that the system allows to set a parameter to perform automatic invoices. I also really like the amount of templates that this tool has. Since it allows us to make customizable reports to our clients. Read full review 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 Cons For some types of projects, we are unable to use BigTime's invoicing feature. It would be nice if we could further customize invoices to fit our needs. We still have to use Quickbooks to complete certain invoices. Being able to create Purchase Orders in BigTime would be extremely useful to us. We currently use Quickbooks for this. Read full review 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 Likelihood to Renew Its been a huge help in saving time and making billing more efficient. Would like to see the product grow and be able to continue to use it.
Read full review 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 Usability Staff adapted to the new timesheets immediately. The invoice platform is nice and tracking WIP is great! Color backgrounds still need work. The new vibrant mode is OK. still trying it out.
Read full review 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 Reliability and Availability BigTime is available 99% of the time. At times there are bugs, but most are resolved quickly
Read full review We have maybe had 1-2 outages over 3 years.
Read full review Performance have not noticed a slow integration issue using QBO
Read full review 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 Support Rating The support is amazing! They are always available through the chat interface in the program. Each support person has fully answered my questions the first time. I have had a positive experience with each inquiry. It is very important to me that I am able to get instant access to help so that I can make the most of the software and all of its capabilities.
Read full review 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 In-Person Training It was fine.
Read full review Implementation Rating Monte and Tyler have been helpful with report assistance I called on recently
Read full review 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 Alternatives Considered I liked the client management, but it didn't do time tracking, billing or syncing with quickbooks. It was too robust for my needs. I tried it for the client management and thought I might use it along with bigtime, but it was too cumbersome and would involve too much double entry. And it didn't track time or bill which are necessary functions
Read full review 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 Scalability The product is useful for faster billing and efficient timesheet logs. I do like the report features however there are many options and can be overwhelming for the user. It is most helpful to set up reports speaking to an agent to ensure the right fields are set, etc.
Read full review Return on Investment Before BigTime, we were using Excel to track everything, creating invoices, and run reports. Getting on BigTime has saved us tons of time and effort which equates to dollars saved on labor. From a legal standpoint, BigTime has allowed us to be organized and prepared in the event we would need to present financial details to anyone. Read full review 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 ScreenShots BigTime Software Screenshots