What users are saying about
14 Ratings
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Score 8.6 out of 101

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Likelihood to Recommend

FinancialForce PSA

FinancialForce PSA is ideal for medium to large organizations that offer professional services. It allows for resource tracking, assignment, and billing.
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Feature Rating Comparison

Project Management

FinancialForce PSA
8.7
Task Management
FinancialForce PSA
8.5
Resource Management
FinancialForce PSA
8.7
Gantt Charts
FinancialForce PSA
7.9
Scheduling
FinancialForce PSA
8.5
Workflow Automation
FinancialForce PSA
9.2
Team Collaboration
FinancialForce PSA
8.6
Support for Agile Methodology
FinancialForce PSA
8.6
Support for Waterfall Methodology
FinancialForce PSA
8.6
Document Management
FinancialForce PSA
8.8
Email integration
FinancialForce PSA
8.8
Mobile Access
FinancialForce PSA
8.3
Timesheet Tracking
FinancialForce PSA
9.1
Change request and Case Management
FinancialForce PSA
8.8
Budget and Expense Management
FinancialForce PSA
8.8

Professional Services Automation

FinancialForce PSA
8.3
Quotes/estimates
FinancialForce PSA
8.3
Invoicing
FinancialForce PSA
7.9
Project & financial reporting
FinancialForce PSA
8.1
Integration with accounting software
FinancialForce PSA
8.7

Pros

  • The time entry mobile app is very helpful for our engineers and field employees.
  • The system integrates well with Microsoft Great Plains for our invoicing.
  • Mobile expense app allows users to capture receipt at the time of the transaction, preventing them from losing the receipt.
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Cons

  • The structure of the objects makes consolidated reporting difficult.
  • The expense app and expense structure are very clunky and difficult to customize.
  • The training available is minimal.
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Likelihood to Renew

FinancialForce PSA9.0
Based on 3 answers
We would renew but have been acquired and our parent company will drive the decisions around PSA systems
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Usability

FinancialForce PSA8.0
Based on 2 answers
From my standpoint, FinancialForce PSA is relatively easy to use. As a System Administrator, I am able to maneuver around the software with ease. As a user of FinancialForce PSA, I am able to input my timecards and expense reports without any issues. I have received very positive and very negative feedback about using FinancialForce PSA, however, from users in other functional roles in my organization.
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Reliability and Availability

FinancialForce PSA9.0
Based on 1 answer
We have maybe had 1-2 outages over 3 years.
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Performance

FinancialForce PSA7.0
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)
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Support

FinancialForce PSA9.0
Based on 3 answers
Pure customer support is fine and we have not needed much of it that I am aware of.
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In-Person Training

It was fine.
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Implementation

FinancialForce PSA8.0
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.
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Alternatives Considered

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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Return on Investment

  • We are a boutique consulting company and having FF PSA has allowed us to concentrate on the pre-sales side of business instead of being mired in the admin of projects and people.
  • There is some redundancy for our consultants in managing Project Tasks and timecards, however, this is more based on our business process than the product.
  • As a Managing Partner I love the 360 view of our business we get with SF and FF PSA.
Machell Enke profile photo

Pricing Details

FinancialForce PSA

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