Certinia PS Cloud vs. Miro

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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We work on a lot of materials across different media. Sketches could be on real paper and later scanned, or on iPad and photoshops. Prototypes could be digital CAD models or 3D-printed models and later captured with cameras. Renderings be in another programs. So having Miro as whiteboard and being able to put all kind of materials (in forms of pictures or links) in one place and arrange them in a structural way is a huge productivity advantage for us.

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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!

• Offer excellent structure to our meetings and planning sessions.
• Impressive collaboration tools.
• The range of available templates makes it easy to start working without starting from scratch.
• Great for pulling ideas in a more visual way.
• Simple to create interactive presentations.

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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

• Sometimes locating information on a bigger board is quite difficult as the information starts to look less sorted. So there can be a little bit of improvement in terms of bigger boards
• Complex features are hard to navigate and implement without a proper hand. A little bit of intuitivity can help fix that, especially for beginners
• In my opinion, a few more formatting tools for a legal workflow would really be a great add on

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.

Miro saves my day. I would spend at least 4x more time on documenting my projects and work without this tool. It support my day to day role and helps me be successful while saving my capacity. It is not only very easy to start working on it without additional training required, but also adapts to any use case that I might need to implement

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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

What elevates usability for me is how easily the software keeps everyone on the same page during the live session. When a team member is explaining a complex diagram, I can simply click on their avatar to instantly track their cursor and see the exact same perspective they are looking at, which is awesome.

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

I have not encountered events where Miro is not available. It is quite nice and reliable to be fair, even on my freemium version (startup) I don't have reliability issues. It does have sometimes where the screen refresh or "freezes" or "consumes a lot of data" and we have to rewind windows and the likes, this instances are very less

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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)

I took the loading quickly to be related to availability which I commented on before, so ditto with those comment on load time here. Although to reemphasize, Miro doesn't crash or just refuse to load like some other programs. The weak point of Miro for me is integration of files like Word, Excel, or PowerPoint (especially the later two). When you embed these, it gets slow, and complicated to bring them up while you're in the application.

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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.

We have never reached out to or contacted support because Miro's platform has been incredibly intuitive and user-friendly. The comprehensive resources available, such as tutorials, documentation, and community forums, have provided all the guidance we needed. The seamless integration with our existing tools and the reliability of the platform have ensured that we rarely encounter issues that require external assistance. This self-sufficiency has allowed us to focus more on our projects and collaboration without interruptions. Overall, our experience with Miro has been smooth and efficient, eliminating the need for additional support

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It was fine.

There was a series of webinars which Miro hosted with our organization that went over the basics, then progressively became more advanced with additional sections. The instructors were knowledgeable, and provided examples throughout the sessions, as well as answered peoples' questions. There was ample time and experience on the calls to cover a range of topics. The instructors were also very friendly and sociable, as well as honest. Of course Miro isn't a "God-tool" that does absolutely everything, but the instructors were aware and emphasized the strengths where Miro had them and sincerely accepted feedback.

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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.

Easy to learn, Miro has a series of videos on YouTube that effectively taught this program to my team members and me. The program is drag-and-drop and works excellently. People pick up on how to use it efficiently, and it's great for organizing ideas more freely. This product is more challenging for some older audiences who are not accustomed to using a touchpad, but for most, it was very easy to use.

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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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I like that Miro is something that anyone from any department can pick up, use and understand. You do not need specific domain knowledge. Miro has clean UI so running complex exercises becomes easier and can be easily shared across tools/platforms. Managing large number of participants on Miro is easier. FigJam on the other side is simpler and suits the needs of quick and simple brainstorm

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Maybe is possible now so... Could be useful to manage in some way source code for the projects? not to edit so when we make solutions with different components in MIro, maybe each component could redirect to the source code of this component

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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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• Miro has helped increase productivity within teams because all the brainstorming, planning, and collaborative tasks can now be done within one tool.
• Conversations about projects and decision-making processes are now quicker, allowing teams to plan and document their work much faster.
• Working remotely has become much better because everyone can collaborate through Miro, eliminating communication gaps.
• It has become easier to create documentation and follow up on meetings, saving time during the process.

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info