Certinia PS Cloud vs. CMiC Construction Platform vs. RedTeam Flex

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.

Incentivized

CMiC is a robust platform best suited for large companies with resources for implementation and management of the program. One analogy is CMiC is like a droid phone where the user must decide how to use all the features of the program (as opposed to an iPhone where most configuration decisions are made for the user). Smaller companies with limited resources can struggle with CMiC both with the expense and configuration.

Incentivized

RedTeam does a good job of allowing the company to view information in a way that is helpful to them. The superintendents out in the field don't necessarily need to see all of the same information that the people in the office do, so field share has been great for helping them manage their projects and submit daily reports of job progress. I can see this program working for both small and large companies and with a few tweaks, I might rate it even higher.

Incentivized

• 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!

• The user interface is similar to that of other project management software applications so folks in our company that had previously used other applications have been able to switch over fairly easily.
• I really like the software and it was much less expensive than other applications.
• I like the mobile application so that our superintendents can view the documentation on their phones.
• I really like the punch list capability mobile field, however, we have a hard time getting our superintendents to use it for some reason.

Incentivized

• Building a proper estimate/proposal
• Managing the project from start to finish, including any changes
• The accounting process works well with our quickbooks, making the process for accounting easy

Incentivized

• 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

• Needs to be more user friendly on the mobile side of the platform. Ease of use is key here.
• There is not much instruction or support in standing up some programs like deploying ECM for outlook, making Collaboration Gateway work, or setting up the system for getting Plans available on the mobile devices.
• Security configuration is extremely detailed and spread throughout the system. It is extremely hard to make adjustments to a person's security unless you know exactly where to look, which requires years of experience but shouldn't.

Incentivized

• Inability to delete certain information such as old duplicate vendors, contacts, etc.
• I run into a lot of road blocks with obscure permissions
• Some reports have issues when printing

Incentivized

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.

This is a platform that would continue to be in the best interest for our company. I just hope that CMiC support removes the gaps between the enhancements that they create to better the system to what they currently have

Incentivized

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

I believe it isn't easy to use and is unintuitive. Undecipherable error messages appear throughout the application without indicating what is wrong or how to correct it, in my experience. The terminology on the screens is specific to Canada, which adds to the confusion.

Incentivized

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

Sometimes since this is a cloud based product the system can become slow but we haven’t had any issues of availability without CMiC first letting us know it would be down

Incentivized

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)

Reports are pretty shown to run but general pages typically load pretty quick.

Incentivized

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.

The support team [has] been in touch with our deployment team and has given them effective guidance up to completion. It has helped us in [the] best methods of resource allocation and secure record-keeping process. We have tracked all our billing information and made the right payments with documentation and avoided [unnecessary losses]. [The] support team has [to] lead our teams to the right channels and empowering our team with the right skills for maximum production.

Incentivized

It was fine.

The training was on system functions and not really how best to use it for our business. It would have been nice to be provided recommendations for use rather than just a blank slate of functionality.

Incentivized

I felt the training was good and the trainers knew the software.

Incentivized

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.

Lots of confusion between sales and implementation regarding what was included and not included...the security encountered a "bug" and made it extremely difficult to set up roles and individual responsibilities

Incentivized

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.

Incentivized

CMiC Construction Platform is the best price point in the market. Others are revenue-based billings, and the annual fees reflect as such. CMiC Construction Platform support staff is generally amazing and offers real-time support on critical issues. The imaging and workflow functions are real-time savers. CMiC Construction Platform is generally a smaller and in touch organization that treats your team like their own and stays with you after the purchase.

Incentivized

Procore is [a] product that we [are] familiar with as well because a few other companies that we have partnered with use Procore. The program is a good CPM, but RedTeam stands out to our company for the customer service. Over the years we have been able to communicate opportunities to make something more efficient and they have implemented some of those suggestions. That is invaluable to us.

Incentivized

CMiC has several key features that can either work together or independently depending on your companies needs.

Incentivized

• 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.

Incentivized

• Better project visibility, surely. I can step into a former project and see how well/poorly it was run.
• Forecasting underway - nearly complete with year 2.
• Cost status tracking - this has been valuable, especially when figuring out how much of a liquid budget is left over.

Incentivized

• It has eliminated the need for hundreds of spreadsheets for each job and has saved time overall
• It allows all facets of the company to see information as they need to see it
• It's a central place for everyone to store and access information rather than having files all over individual computers.

Incentivized