Certinia PS Cloud vs. LiquidPlanner

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

LiquidPlanner is amazing for any time of project management scenario where you have to manage several teams and details. Running a project through LiquidPlanner is so easy because it lets you break down the project into sections and folders and small tasks that you can assign to specific people. With a small to medium size team-- LiquidPlanner is amazing for organizing and tracking details. If you have a huge team or not a ton of details to track LiquidPlanner might not be right for you because it is a software that requires some good training to learn and has tons of functions that can be utilized so it seems better suited to be used by a smaller group looking to coordinate or for people who have lots of details that can be difficult to track.

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!

• Priority based planning. Every other planning software we've used relies on dates and therefore needs constant attention. Priority based planning means that the plan is always up to date.
• Ease of use. LiquidPlanner has a very short learning curve. This is critical to getting team members to use it.
• Forecasting. LiquidPlanner makes it very easy to run scenarios by simply dragging and dropping projects and reassigning resources.
• Awesome Support. I get personal responses very fast. Usually within a couple hours. And, they listen and ask for more information.

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

• The interface is messy and cluttered. The best way to find things and see what you actually want to see is the main Projects view which is also the most cluttered and hardest to maneuver in.
• Clicking an external link someone posted in a comment or task description doesn't open in a new window by default, so we are constantly having to go back to get to LiquidPlanner again.
• The way that the interface saves your state globally (rather than per tab instance) means that if you click a link from someone else to a task that's not yours, then it adjusts your filters on the Projects page. Then if you refresh another LiquidPlanner window where you were on the Projects tab, suddenly all of its filters are updated and what you were looking at may no longer be there.
• It might just be the way that we use the system, but the Home and My Work tabs are fairly useless for us. They typically don't show the tasks we're actually looking for.

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.

We may not renew LiquidPlanner's contract, but only because my company has recently been acquired and we'll be adopting some of the software that they're using to standardize process. LiquidPlanner's development team releases new features pretty often, so it seems like the gaps and inefficiencies are slowly getting smaller/less frequent

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

Easy to learn and utilize. Can export charts and reports for sharing with colleagues.

Incentivized

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.

They have been great in trying to come up with creative solutions to help us do what we want to do with the platform. I would say their support has been exceptional because we have hit them with some complex requests.

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.

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

Miro is a more versatile tool, but not quite made for planning and organizing. LiquidPlanner is very intuitive, fast to learn and easy to communicate. The added value of prioritizing tasks, personalized boards and gantt charts are really important during the planning and design thinking in the business. LiquidPlanner is simplified yet more helpful.

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

• LiquidPlanner really forces you to map out your workflow. For me, honing into a template that I can later adjust as needed has been huge, as there is less time at the beginning of a project trying to assign and figure out what needs to happen when usually it never changes.
• Communication between employees, especially ones not immediately available in the office has been very welcomed. It helps having conversations documented in a public, logical place that is easy to find and refer to as the project continues.
• Our productivity has definitely skyrocketed as we've really gotten a feel and committed to using LiquidPlanner daily. As we move forward, we continually try to add more and more ways for us to use the service.

Incentivized