Certinia PS Cloud vs. MindGenius

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

[It's] Wonderful for small group or individual planning, brainstorming, explaining, projecting etc. It is also great for reporting or sharing findings of outcomes whether research or business related. It has a free viewer so that if you are presenting on a different computer, the viewer will allow the visuals to be shared. It is not ideal for collaboration unless everyone has this software.

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!

• GOAL SETTING: Because of the available templates, it is easy to set goals and then revisit them for revision or follow through. I like to brainstorm while I set goals and then come back and annotate my goals with changes, improvements, or add/substract them as needed.
• STRATEGIC PLANNING: MindGenius is terrific for working through ideas and parameters. I can either use a freelance screen or a template and brainstorm through the goals that I need to meet. Then I can branch out from each objective with the required facets of each one. I am visual so color coding and using shapes to organize the parts of the objective (i.e. the resources needed, people/stakeholders that are involved, missing pieces etc.). When organizing a project or research, I find it invaluable.
• BRAINSTORMING: MindGenius is a wonderful visual to use in a small group or classroom to brainstorm or record ideas. I also adjunct teach and I find MG a wonderful visual for planning a paper or demonstrating how to support ideas in a paper or to verify that research is completed properly. it is a teacher's must-have.

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

• MindGenius is not as intuitive as I would like it to be. Although there is a quick-key stroke or movement that will replicate a shape or field if I want to make a parent or child block, I never remember what it is. I always use the manual insert by clicking with the mouse and it takes longer. If CONTROL ENTER created a new shape field like "the last one" or the one where the cursor is blinking, that would help considerably.
• Changing the default visuals for a template or making a new template is overly time-consuming. Although I understand these details may only matter to someone as ULTRA-VISUAL a I am, if the font is too small or the shapes need to be visually altered, there is not a way to quickly grab those boxes and change the settings in one fell swoop. Although there is a way they can be changed, I have to navigate inside this and then inside this to get to the screen and then I have to figure out which changes the lines or the inside color of the shape etc. These details are a little overwhelming.
• It would be great if I could make one shape in the font and layout I want and then replicate that pattern to other shapes or apply a different color scheme to it entirely. If these features already exist, i cannot find them and I consider myself to be rather tech savvy.

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.

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

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.

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

I have not used another product like MindGenius. Although I use Microsoft One Note for sometimes making lists that sync across my PC and my devices, I do not have another mind-mapping programming. MindGenius only has an app for iPad and without accessibility on iOS, I have not been able to use it for my daily TO DO lists etc that I would otherwise do. I use One Note for that role since MG does not have a phone app

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

• I have not tracked the positive or negative impact of MG on my overall business objectives. I have successfully used it in the aspects of my personal and professional management.
• MG helps me stay on track with my research and personal editing. It keeps me accountable so that I meet my deadlines. Although I have not applied a dollar value to it, it helps me signficantly.

Incentivized