Certinia PS Cloud vs. Innovation Cloud vs. Yamdu

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

We used it mostly for its functionality of handling ideas. We brainstormed almost everyday, and that was made much easier with Innovation Cloud.

Even for a small business like mine, Yamdu really felt like a one-stop shop for everything. It's hard to find a comprehensive software for film/video productions, but Yamdu has everything we need. The only thing that really held us back was the cost, ultimately. If anything, I would love a storyboarding feature that let you set the time per shot and build out a sequence in pre-production. I used Storyboarder for this currently and it's very helpful, especially for music videos, to be able to build out a storyboard, set a music/audio track to it, then play it back in real time and see the pacing of the shoot.

• 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!

• Idea Sharing
• Idea Management
• Mobility

• Crewlists
• Callsheets
• Breakdowns

• 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

• Team Management
• More openness

• More specific financial management reports.
• Creation of some instant messaging software for the team.

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

What you see is what you get. It's easy to start working when you setup your first project. Also team members do not need many new to learn skills to work with the basic functions. Really incredible is Yamdu's help center. It is always available in the right corner. A lot of topics are covered with video links. If you need personal assistance, you can write a message within the help-box and Yamdu's crew is really fast in responding!

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.

This is one of Yamdu's strongest points.

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.

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

At the time, there really wasn't anything else like Yamdu. Especially as, in Celtx's case, at that time they weren't doing Excel/CSV exports of shot lists in the A/V format, something we required for what we were shooting. I understand that StudioBinder has increased its featureset the past few years, but Yamdu always felt like the most robust option and more familiar with the film/tv world.

• 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

• Increased employee efficiency

• Positive impact, centralized place with some good tools for film productions
• Negative impact, not that flexible and as expected and strict pricing policy with little flexibility