What users are saying about
4 Ratings
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Score 7.1 out of 100
18 Ratings
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Score 7.3 out of 100

Likelihood to Recommend

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | 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

Deltek WorkBook
7.8
FinancialForce PSA
6.0
Task Management
Deltek WorkBook
8.1
FinancialForce PSA
8.0
Resource Management
Deltek WorkBook
9.0
FinancialForce PSA
8.0
Gantt Charts
Deltek WorkBook
9.0
FinancialForce PSA
7.0
Scheduling
Deltek WorkBook
9.0
FinancialForce PSA
7.1
Workflow Automation
Deltek WorkBook
6.1
FinancialForce PSA
4.0
Team Collaboration
Deltek WorkBook
6.1
FinancialForce PSA
2.2
Support for Agile Methodology
Deltek WorkBook
10.0
FinancialForce PSA
5.1
Support for Waterfall Methodology
Deltek WorkBook
10.0
FinancialForce PSA
7.1
Document Management
Deltek WorkBook
6.1
FinancialForce PSA
5.0
Email integration
Deltek WorkBook
6.1
FinancialForce PSA
3.0
Mobile Access
Deltek WorkBook
4.1
FinancialForce PSA
5.0
Timesheet Tracking
Deltek WorkBook
7.1
FinancialForce PSA
8.0
Change request and Case Management
Deltek WorkBook
10.0
FinancialForce PSA
6.0
Budget and Expense Management
Deltek WorkBook
8.0
FinancialForce PSA
8.0

Professional Services Automation

Deltek WorkBook
6.1
FinancialForce PSA
6.7
Quotes/estimates
Deltek WorkBook
5.2
FinancialForce PSA
3.0
Invoicing
Deltek WorkBook
6.1
FinancialForce PSA
7.0
Project & financial reporting
Deltek WorkBook
6.1
FinancialForce PSA
8.0
Integration with accounting software
Deltek WorkBook
7.1
FinancialForce PSA
8.7

Pros

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | 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

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | 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

Deltek WorkBook

No score
No answers yet
No answers on this topic

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

Deltek WorkBook

No score
No answers yet
No answers on this topic

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

Deltek WorkBook

No score
No answers yet
No answers on this topic

FinancialForce PSA

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

Performance

Deltek WorkBook

No score
No answers yet
No answers on this topic

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

Deltek WorkBook

No score
No answers yet
No answers on this topic

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

Deltek WorkBook

No answers on this topic

FinancialForce PSA

It was fine.
Anonymous | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

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

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | 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

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | 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

FinancialForce PSA

Pricing Details

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

FinancialForce PSA

General

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

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
FinancialForce PSA
5.1

Likelihood to Renew

Deltek WorkBook
FinancialForce PSA
9.0

Usability

Deltek WorkBook
FinancialForce PSA
8.0

Reliability and Availability

Deltek WorkBook
FinancialForce PSA
9.0

Performance

Deltek WorkBook
FinancialForce PSA
7.0

Support Rating

Deltek WorkBook
FinancialForce PSA
9.0

Implementation Rating

Deltek WorkBook
FinancialForce PSA
8.0

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