Celoxis vs. Certinia PS Cloud

Celoxis is a great option if you are looking for an affordable, easy to use, easy to integrate project manegement solution. It is very powerful for waterfall project management. I evaluated more than 15 platforms and could not find any with a close evaluation in terms of cost-benefit to Celoxis. Of course there are more powerfull tools, for 10 times the price. So far, for project management, there hasn't been a requirement I haven't been able to solve with some work. It really lacks features for Agile methodologies, even if it provides a Kanban view, so far it doesn't provide and additional agile artifacts. If an organization has already reached a very mature project management practice and needs to improve on program and portfolio management, Celoxis won't provide any useful feature. If the organization has the resources (skills and time mostly) to develop some workflows and customization, it might work but with a limit. Hopefully Celoxis addresses these features in the near future.

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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.

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• Project planning
• Time log
• Efforts analysis vs plan

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• 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!

• Support is at times slow to respond.
• Not new user-friendly.
• Not able to pull in closer or zoom the interface.

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• 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

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)

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.

I used an evalaution matrix built with input of several stakeholders in the company. In the end the matrix included 100 features (non of them was price related). The matrix was heavily focused on waterfall project management, agile related features were only 5 out of 100 features. Features were labeled as mandatory, required or optional. Products which lacked a mandatory feature (like providing technical support) were disqualified. Then a price vs features evaluation was made and only the products with the best combination were seleced to continue: Celoxis, ITM Platform and Mission Control. A final technical evaluation was made comparing the full evaluation but also the evaluation of only the 40 required features. Overall, Celoxis was the better evaluated (76% vs 65% of the second place), for the 40 required features, Celoxis got 91% against 78% of number 2. In the end we chose Celoxis even when it had higher licensing cost.

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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.

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• Positive in most cases

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• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info