Certinia PS Cloud vs. Contractor Foreman

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

Contractor Foreman has been a great tool for managing a variety of projects, from home remodels to large-scale builds. It works especially well for keeping everything organized in one place, whether it’s estimates, schedules, or job costs.
One scenario where it’s been really useful is in managing multiple jobs at once. With several remodels and new construction projects happening at the same time, having a centralized system to track progress, store documents, and communicate with subcontractors has helped keep everything on schedule. It’s also great for estimating—being able to quickly generate and send professional proposals has made bidding much more efficient.
It’s especially well-suited for projects that require a lot of moving parts, like tracking permits and compliance documents. For larger jobs, like school construction, it helps ensure that all approvals, budgets, and schedules stay on track without getting lost in a mess of paperwork.
Where it’s less ideal is for smaller, one-off jobs where a full project management system might be overkill. If it’s just a quick repair or a simple remodel, sometimes it’s easier to just handle things manually. The mobile app could also be a bit more intuitive for on-site use, especially for field updates and quick changes.
Overall, it’s a strong tool for contractors managing multiple projects, budgets, and teams. It keeps things organized and saves time, especially on jobs that require detailed tracking and coordination.

• 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!

• Estimate templates for that allow line items a broader scope of an estimate template to be selected.
• Training with CF is outstanding. Live chat as well as countless videos.
• Talk to text is a great feature for adding notes to a project.

• 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

• Security and sensitive file visibility. Users with no permissions can have access to some hidden files.
• Daily log navigation. Users now need to exit one log entirely to view or check another, resulting in a significant waste of time and reduced efficiency.
• Customization options for reports. No options to set up and automatically send reports by email to specified users.

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.

Broken promises for 3 years. I'm done waiting for basic improvements to bring the app into anything close to an industry standard

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

Overall, Contractor Foreman is a great product, and I’m sure we’ve only scratched the surface of everything it has to offer. It can be a little quirky at times, occasionally displaying a 'Bad Gateway' message, but we haven’t experienced any timeout issues in the past few months. As we continue to use it, I’m confident we’ll uncover even more ways to streamline our workflow

Incentivized

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

Availability was good, FUNCTIONAL availability was more spotty

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)

Many times we had issues that turned out to be errors and bugs. At first, we would be told forcefully that there were no bugs, then we would document them, and we would get an acknowledgement but no apology for essentially either gaslighting us or being ignorant of their system

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.

I rarely give anyone a 9 or 10 rating for service. The main reason for this rating is Contractor Foreman's dedication to improvement. To be completely frank, CF has fallen down on their tech help with me several times, but I am an exceptionally difficult user to service as I tend to use a product up to it's limits and want more. CF has actually addressed these wants several times (after waits that seemed interminable, but were actually pretty damn fast in the reality of software development)

Incentivized

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.

Implementation was moderately difficult, it's the functionality and execution that are seriously lacking

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

There's just no comparing these two. I'm actually going to suggest we keep CE to my boss, and here's why: Clearestimates is perfect for what I just described. You have a little job that you just BOOM it's done? Put it into Clearestimates. That system does not care at all if you did it "properly." Now Contractor Foreman does so. much. more. than CE. It just does. You can do everything on CF (just not anything haha). Most businesses wouldn't need anything else, but since we're still growing, we do some handyman stuff every now and again that CE is perfect for, and we don't have to go through CF's really picky system to make sure every little tiny thing is correct

Incentivized

We had just 2 users

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

• Positive return for invoice/change order tracking
• Great price
• Prior to using Contractor Foreman we had to wait until the end to capture all change orders in one summary. Now, with the client portal, we can capture in real time and the client has visibility.
• We have been trying to reduce administration time in tracking field expenses and with Contractor Foreman our field crew can uplaod reciepts and track expenses right from their mobile phones.
• Punchlist - the punch list and To Do features are so robust we have drastically improved getting punchlists and small tasks completed in single trips without the wasted time and travel of multiple trips due to missed/forgotten items.

Incentivized