Certinia PS Cloud vs. Viewpoint ProContractor

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 is appropriate for the size and scale of my company - 150 projects a year that has a lot going on a multiple lines with each project. However there are many features and things that go unused with the software, because of how tinkery it can be. For example - our company needs a positive pay file, however we had to employ an outside service provide to create the file within the system. Same with a Backlog - the system kind of has a report but then again it has to be manipulated in order for it be of use. It gets the job done and has the reports needed to submit for certified payroll to the state, which was why we purchased Viewpoint ProContractor, however its ease of use is one of its biggest downfalls.

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!

• Procontractor is great with direct imports from CAD files.
• It is great with balancing sites or specific areas on site.
• Procontractor has multiple views and reports that help you to view the dirt movement on the site (grid, profile, 3D).

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 program is siloed, so connecting to other software or databases is not going to happen.
• When hosted, the program can run slow.
• The program is not going to perform complex accounting tasks with subledgers.
• The program does not do much in terms of HR other than payroll.

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

I give Viewpoint ProContractor a 10 out of 10. This system is user friendly to help keep me organized on a daily basis. I can find everything I need daily with this system. I am able to look up our subcontactors, vendors and clients I need to find quickly. I am able to see bills that I need to pay as well as invoices that I need to send out.

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.

When something isn't working, you can contact support who will gladly remote into your system and try and work out a solution. Though several of the issues we encountered, they were not able to fix and had to submit for further review. While some were eventually rectified in updates, it takes time for these to be addressed and implemented.

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

Procore beats Viewpoint hands down but can integrate well with Viewpoint Vista accounting software. I think that if the Viewpoint software was more flexible if they were more interested in patches, updates, and hearing customer feedback in the way the Procore does, that they would actually have the opportunity to corner the market.

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

• Overall it allowed us to go electronic for certified payroll allowing us to be more accurate in reporting which was a giant win for the company
• It's viewable pay estimates with dates and records of payment are crucial to a company like ours that relies on a general contractor and the state for payment of EADA quantites
• Negatively training is not the easiest for the company and therefore onboarding new employees with no experience with the software is time consuming and difficult.

Incentivized