Easy Projects is a project management tool designed for a wide range of businesses (small to mid-sized and enterprise level). It includes both basic features like creating projects and tasks and filling in the calendar, and also some advanced ones, including an interactive Gantt chart, an executive dashboard, time tracking and billing. It provides integration with MS Outlook, is customizable and has SaaS/On-Premise options.
$15
per month
Certinia PS Cloud
Score 8.3 out of 10
N/A
Certinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it utilizes the same data for sales, services and finance on one system.
Each member of our team can choose their own view, so they can see only what is relevant to them. Plus, we can keep track of everyone's progress without bothering them. Our team loves that everyone can have a different view, so they see only what's important to them. In addition, we can keep tabs on everyone's progress without pestering them. The user interface has some nice quality of life features, such as the different views for different members of our team.
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.
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
Easy Projects has some problems when it comes to accessing the site via different methods/browsers. It is either very slow or never works on a tablet. It is not smart-phone friendly. And it stopped working for us in Firefox -- all we could use is Safari or Chrome (we are a Mac-based office).
Easy Projects' email notifications are overwhelming. I turned them off completely since I was getting messages every time one little detail was added or changed.
While the reports are great, they are somewhat hard to pull. It takes a lot of trial and error -- I would not say the reports are an "intuitive area."
The biggest by far is what we fondly call "the screen of death." When you mark the last open task associated with a job as complete, a screen pops up that asks if you want to close the overall job, as well. The "yes" field is pre-selected, so if you are overzealous and click through quickly, it automatically closes the job. I don't know why they think this feature is helpful. We have so many staffers that complain they suddenly can't find their open job -- well, it's been marked completed and goes into the archive.
EP is great but could be better. EP has been a wonderful tool within our organization, it has helped us control expenses, resources, and the time needed to invest in each project, however when it comes to presenting reports and details it is a bit weak, there are more tools specialized in data visualization, and it would be good to make some kind of integration between EP and the other market alternatives
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
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)
In my personal experience, I only needed EP support once and the truth is that they attended me very well and very quickly, they helped me with what I needed, it was a question regarding the use of WebServices, they solved my doubt and then they contacted me another agent to verify that everything was resolved and if they could help me with anything else
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.
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.
East Projects integrates with other financial systems such as NetSuite and Compass, which allows a great financial view into the existing and future projects and overall financial health of our resourcing. Other systems, such as Wrike and MS Projects, just focus on project/task management, whereas this is a one-stop shop. It also allows us to manage internal resources.
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.
Increased team collaboration improved the results significantly, because we managed to reduce the amount of time wasted on unnecessary iterations, therefore reducing costs.
The reasonable pricing enabled us to enjoy the service we needed with with less impact on our budget than we've expected.
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.
