Certinia PS Cloud vs. Kanban Tool vs. KanbanFlow

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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Kanban is well suited for a fast-paced working environment for larger teams who want continuous communication with users. Kanban is good for rapid development and daily meetings for updates and statuses. Kanban is less suited for smaller teams or groups who don't require collaboration and constant communication with involved users. Kanban is time-consuming and it takes additional effort outside of your regular work to maintain and manage the tool.

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Most of the project management software in existence today is focused on agile/sprint based processes. If your team happens to use Kanban instead, KanbanFlow is one of the best options for tracking work. It's quick to get started and learn and has a manageable feature set that won't overwhelm anyone.

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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!

• It provides a good basic overview of where tasks are on a timeline (particularly helpful for a pull-based approach).
• It provides a good collaborative space to have multiple folks commenting on multiple tasks.
• It does a good job of managing very basic visual elements of an agile development cycle.

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• Project monitoring with detailed management reports.
• Keep the team organized, focused on projects and demonstrate your goals in the tool.
• Simultaneous collaboration of the team in activities.
• Intuitive and user-friendly interface to use. Ease of learning how to use the tool.

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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

• Kanban does not show the task or story clearly. You have to open the project separately to view the details of the project.
• Kanban gives a higher level project management view but it lacks customization and personal settings features.
• I would like to see Kanban provide mobile access to their tool, data, and board. This would be very useful for all companies and provide an increase in efficiency and productivity.

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• I'm not sure if it has this or not because I've only been using it for about 6 months but we haven't quite figured out how to archive things. We have lots of data on that main page from Q3 and Q4 of last year but we need to figure out how to get it away from our main page so we can focus on new things this quarter
• I know when I was first added there were a few things the admin had to do in order to do that. All I remember is that it wasn't simple for them to get me hooked up. They had to do a few steps and then I was granted access. I don't know what exactly but I had to wait.

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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.

We are more likely than not to renew our use of Kanban. Even with its limits, it still is a good product that fulfills our needs.

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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

The integration with Teams is well suited. This works wonderful for my
company. Our team can easily prioritize tasks based on their importance.
It help our team identify and reduce inefficiencies in workflow. With
great visibility in data our team can make informed decisions. Ensuring
clear accountability and responsibility of team members

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 the best tool I had a chance to work with- since I started to use it I saved a lot of time and I made my work go smoothly.

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.

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We've only tried JIRA Agile and KanbanFlow before. Kanban Tool was the one that our team actually liked and enjoyed working with. Also - it's been much easier to get started with and to understand than some of the other two (JIRA in particular). Although JIRA has many more features that we would have possibly used, the user feedback on it was so poor we were afraid that the negativity would create time wasted and less "job satisfaction" amongst the team.

I really like the simplicity and the subtasks found in KanbanFlow. It seems to be the easiest tool to get clients not using another method to use this without any challenges on their part. Trello has card dependencies, which is a nice touch. Trello also has a lot of add-ons, but I find them to be a little glitchy. Kanban Tool has really nice reporting and analytics.

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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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• Better communication and organization of ongoing projects.
• We are a very small team, with many areas to work on. Having everything in one system gives us a lot of visibility.
• Greatly reduced costs from using other tools that were much more expensive.

• Creating visibility of the status of all open work items
• Allowed for self-service ownership of projects by stakeholders

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