Certinia PS Cloud vs. Sage 100

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

Sage 100 has been well suited for running the monthly accounts receivable and accounts payable aging reports. This helps us track our accounts that need to be collected and payments that need to be made. Our field operations team has been slow and unwanting to adopt the Sage Field Ops just because they're resistant to change and technology. It's less appropriate for really detailed accounting reports spanning for long periods of time with all accounts because it takes a very long time to run and process.

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!

• Simple to implement and use. Operation very intuitive so new employees are quickly trained.
• It is very flexible with many modules and many features allows for easy customization to suit particular needs of any department or company.
• Context sensitive help, training and support make it easy for a company to operate with out a lot of additional outside tech support.
• Scalable plenty of room to grow as the business grows without being bloated.
• Pricing is very reasonable.

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

• Sage 100 at times will simply not connect to our server, we get remote support & all is well but, that issue tends to happen 2-3X a year.
• Other than the above, I really can't complain. Coming from a more custom U.V. type database that used a whole bunch of codes to navigate, I think Sage 100 is 10x easier to use.

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.

I would put this out to bid, if I were at the same organization. There have been a lot of improvements and changes in enterprise software and my preference would be to find a good web-based or cloud-based tool. Lower overall cost of ownership and improved efficiency would be my target criteria for a rebid of this.

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

Overall Sage 100 has been pretty user friendly. If we have a question on anything, we are able to contact our implementation rep who helps us right away. Some of the Sage Field Operations may not be as intuitive for our field personnel to use. I wish the reports ran faster so that we could run and put together many reports quickly at once.

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.

Sage Support is very good. I usually get a person on the phone in a short time frame and usually get my issues fixed in one called.

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.

We had an advantage in implementing the tool in that our director of Ops had been part of the team implementing the ERP for other users so we knew what to expect and were able to avoid a lot of the challenges people sometimes face with implementations. However, the process still took far longer than desired.

Incentivized

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 didn't choose Sage 100 ERP -- it was already in use when I started at the organization over five years ago. It has the same types of pros and cons as other big hulking software suites meant to power the infrastructure of corporations. It's slow, tough to customize, and doesn't connect well with other software. It does bring all the information into one place, which is great

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

• Sage 100 overall had a very positive overall ROI for the business. All users were making decisions based on the same information and valuable time was no longer spent trying to analyze data from a number of sources.
• Moving the warehouses to using Sage 100 reduced the operating expense of the distribution side of the business by 5% on an annual basis (~$100K).

Incentivized