What users are saying about
73 Ratings
73 Ratings
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Score 8.9 out of 100
22 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

Clarizen One

Clarizen got the job done with time tracking and expense reports, but it didn't do enough to make our organization continue using it. We ended up switching because the key stakeholders (resource management) were unhappy with its offerings. This might be a good fit for smaller organizations that require less feature and capabilities. Instead, our company switched to OpenAir, which has more robust time tracking, expense reports, and PTO accrual and monitoring programs.
Anonymous | TrustRadius Reviewer

FinancialForce PSA

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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Clarizen One
7.0
FinancialForce PSA
6.0
Task Management
Clarizen One
8.5
FinancialForce PSA
8.0
Resource Management
Clarizen One
7.5
FinancialForce PSA
8.0
Gantt Charts
Clarizen One
7.4
FinancialForce PSA
7.0
Scheduling
Clarizen One
6.3
FinancialForce PSA
7.0
Workflow Automation
Clarizen One
4.8
FinancialForce PSA
4.0
Team Collaboration
Clarizen One
6.5
FinancialForce PSA
2.1
Support for Agile Methodology
Clarizen One
6.9
FinancialForce PSA
5.1
Support for Waterfall Methodology
Clarizen One
8.1
FinancialForce PSA
7.0
Document Management
Clarizen One
5.7
FinancialForce PSA
5.0
Email integration
Clarizen One
7.5
FinancialForce PSA
3.0
Mobile Access
Clarizen One
6.9
FinancialForce PSA
5.0
Timesheet Tracking
Clarizen One
8.7
FinancialForce PSA
8.0
Change request and Case Management
Clarizen One
7.5
FinancialForce PSA
6.0
Budget and Expense Management
Clarizen One
5.9
FinancialForce PSA
8.0

Professional Services Automation

Clarizen One
4.5
FinancialForce PSA
6.7
Project & financial reporting
Clarizen One
6.5
FinancialForce PSA
8.0
Integration with accounting software
Clarizen One
2.6
FinancialForce PSA
8.7
Quotes/estimates
Clarizen One
FinancialForce PSA
3.0
Invoicing
Clarizen One
FinancialForce PSA
7.0

Pros

Clarizen One

  • Highly customizable, can develop organization specific workflows, modules, etc.
  • Interface (in most instances) is easy to use. Timesheets, project details, and report modules are fairly easy to navigate and understand.
  • Good comms tools like discussions, group pages, automatic reminders and notifications.
Anonymous | TrustRadius Reviewer

FinancialForce PSA

  • 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!
Luke Fitzwater | TrustRadius Reviewer

Cons

Clarizen One

  • Export: I'm not wild about the export options. We created a custom project plan formatter to turn the ugly export in CSV to a customer facing color coded PDF. It's not super easy to give your customers something pretty to look at (although they do offer PPTs)
  • Gantt Charts: All I want in life is a nice little high level set of milestones to pop into a slide I'm showing to a steering committee. It's just not something the system does. I've just had to screen shot a hard to read gantt from the system or recreate in PPT or Visio. No fun
  • Speed: I am not sure what's going on here but Clarizen can be pretty slow to update small changes to project plans. It's rough when you have a laundry list of changes to make but the system is waiting
Sarah Meerschaert | TrustRadius Reviewer

FinancialForce PSA

  • 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
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Clarizen One

Clarizen One 7.5
Based on 27 answers
I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
Anonymous | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 9.0
Based on 3 answers
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.
Luke Fitzwater | TrustRadius Reviewer

Usability

Clarizen One

Clarizen One 7.3
Based on 5 answers
It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
Anonymous | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 8.0
Based on 2 answers
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
Anonymous | TrustRadius Reviewer

Reliability and Availability

Clarizen One

Clarizen One 8.2
Based on 6 answers
Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
Shel Hankley | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 9.0
Based on 1 answer
We have maybe had 1-2 outages over 3 years.
Anonymous | TrustRadius Reviewer

Performance

Clarizen One

Clarizen One 9.1
Based on 10 answers
Reports: Quick to Reasonable

Most Ancillary Pages: Quick to Reasonable
(By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

Work Plan (with 100 sub items): Reasonable to Slow
Jason Beamer | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 7.0
Based on 1 answer
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)
Anonymous | TrustRadius Reviewer

Support Rating

Clarizen One

Clarizen One 8.0
Based on 12 answers
It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.
Mike Narumiya | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 9.0
Based on 3 answers
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.
Luke Fitzwater | TrustRadius Reviewer

In-Person Training

Clarizen One

Clarizen One 8.2
Based on 2 answers
• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
• Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
Anonymous | TrustRadius Reviewer

FinancialForce PSA

No score
No answers yet
It was fine.
Anonymous | TrustRadius Reviewer

Online Training

Clarizen One

Clarizen One 5.4
Based on 5 answers
Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.
Anonymous | TrustRadius Reviewer

FinancialForce PSA

No score
No answers yet
No answers on this topic

Implementation Rating

Clarizen One

Clarizen One 8.2
Based on 8 answers
I performed the implementation with our Clarizen provide trainer, who knew the product 100% and it went quickly and without a problem. It was a pleasurable process without the problems other software implementation often encounter. Kudos to the Clarizen team for making this a worry free process for their clients because it is worry free.
Anonymous | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 8.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Clarizen One

There were several others I reviewed that I can no longer remember but none of them compared to Clarizen when it came to flexibility. Many factors sold us on Clarizen but most importantly it was that Clarizen was capable of wrapping itself around our existing processes instead of us changing to to meet the software tool. With that said, we are now looking at changing some of our processes due to the fact that Clarizen is such a powerful tool!
Sean Woods, PMP | TrustRadius Reviewer

FinancialForce PSA

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.
Machell Enke | TrustRadius Reviewer

Return on Investment

Clarizen One

  • Great customer feedback related to real-time availabilty of project status. We could tailor gant charts to various customers within an organization fairly quickly.
  • Seeing real-time breakdown of costs and time for projects was great. The main page with summary charts was a great way to get information at a glance.
  • Clarizen use definitely helped us stream-line project planning and assisted with identifying bottlenecks.
  • We run many projects in parallel with similar timepoints (pre-, interim-, and post-). The software was pretty straight forward, permitting us to create one project outline then dupiclating it (as a template) for a number of others.
Carlos Chang | TrustRadius Reviewer

FinancialForce PSA

  • 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.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Clarizen One

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Clarizen One Editions & Modules

Edition
Enterprise Edition$451
Unlimited Edition$601
  1. per user per month
Additional Pricing Details

FinancialForce PSA

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

FinancialForce PSA Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Clarizen One
8.9
FinancialForce PSA
5.1

Likelihood to Renew

Clarizen One
7.5
FinancialForce PSA
9.0

Usability

Clarizen One
7.3
FinancialForce PSA
8.0

Reliability and Availability

Clarizen One
8.2
FinancialForce PSA
9.0

Performance

Clarizen One
9.1
FinancialForce PSA
7.0

Support Rating

Clarizen One
8.0
FinancialForce PSA
9.0

In-Person Training

Clarizen One
8.2
FinancialForce PSA

Online Training

Clarizen One
5.4
FinancialForce PSA

Implementation Rating

Clarizen One
8.2
FinancialForce PSA
8.0

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