Certinia PS Cloud vs. Kanban Tool

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Certinia PS Cloud
Score 8.3 out of 10
N/A
Certinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it utilizes the same data for sales, services and finance on one system.N/A
Kanban Tool
Score 9.2 out of 10
N/A
Kanban Tool is a visual project management application based on Kanban that helps companies visualize workflow, track project progress, analyze and improve business processes. Some key features include: time tracking and time reports, real-time collaboration and Kaban analytics.
$6
per month per user
Pricing
Certinia PS CloudKanban Tool
Editions & Modules
No answers on this topic
Kanban Tool Team
$6
per month per user
Kanban Tool Enterprise
$11
per month per user
Kanban Tool On-Site Team
$720
per year per 10-user pack
Kanban Tool On-Site Enterprise
$1,320
per year per 10-user pack
Offerings
Pricing Offerings
Certinia PS CloudKanban Tool
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Certinia PS CloudKanban Tool
Top Pros
Top Cons
Features
Certinia PS CloudKanban Tool
Project Management
Comparison of Project Management features of Product A and Product B
Certinia PS Cloud
-
Ratings
Kanban Tool
6.6
11 Ratings
13% below category average
Task Management00 Ratings9.911 Ratings
Resource Management00 Ratings6.48 Ratings
Gantt Charts00 Ratings1.03 Ratings
Scheduling00 Ratings7.09 Ratings
Workflow Automation00 Ratings7.79 Ratings
Team Collaboration00 Ratings9.311 Ratings
Support for Agile Methodology00 Ratings7.810 Ratings
Support for Waterfall Methodology00 Ratings3.96 Ratings
Document Management00 Ratings4.87 Ratings
Email integration00 Ratings7.39 Ratings
Mobile Access00 Ratings8.38 Ratings
Timesheet Tracking00 Ratings7.96 Ratings
Change request and Case Management00 Ratings7.77 Ratings
Budget and Expense Management00 Ratings3.04 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Certinia PS Cloud
-
Ratings
Kanban Tool
6.8
5 Ratings
9% below category average
Quotes/estimates00 Ratings7.94 Ratings
Invoicing00 Ratings7.24 Ratings
Project & financial reporting00 Ratings3.04 Ratings
Integration with accounting software00 Ratings9.01 Ratings
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User Ratings
Certinia PS CloudKanban Tool
Likelihood to Recommend
9.0
(13 ratings)
9.9
(11 ratings)
Likelihood to Renew
9.0
(3 ratings)
9.1
(2 ratings)
Usability
8.0
(2 ratings)
6.0
(4 ratings)
Availability
9.0
(1 ratings)
-
(0 ratings)
Performance
7.0
(1 ratings)
-
(0 ratings)
Support Rating
9.0
(3 ratings)
8.3
(4 ratings)
Implementation Rating
8.0
(1 ratings)
8.2
(1 ratings)
User Testimonials
Certinia PS CloudKanban Tool
Likelihood to Recommend
Certinia
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.
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Shore Labs
Kanban is well suited for a fast-paced working environment for larger teams who want continuous communication with users. Kanban is good for rapid development and daily meetings for updates and statuses. Kanban is less suited for smaller teams or groups who don't require collaboration and constant communication with involved users. Kanban is time-consuming and it takes additional effort outside of your regular work to maintain and manage the tool.
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Pros
Certinia
  • 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!
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Shore Labs
  • It provides a good basic overview of where tasks are on a timeline (particularly helpful for a pull-based approach).
  • It provides a good collaborative space to have multiple folks commenting on multiple tasks.
  • It does a good job of managing very basic visual elements of an agile development cycle.
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Cons
Certinia
  • 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
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Shore Labs
  • Kanban does not show the task or story clearly. You have to open the project separately to view the details of the project.
  • Kanban gives a higher level project management view but it lacks customization and personal settings features.
  • I would like to see Kanban provide mobile access to their tool, data, and board. This would be very useful for all companies and provide an increase in efficiency and productivity.
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Likelihood to Renew
Certinia
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.
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Shore Labs
We are more likely than not to renew our use of Kanban. Even with its limits, it still is a good product that fulfills our needs.
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Usability
Certinia
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
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Shore Labs
Again, this is a strong tool for software teams using Agile that are distributed across multiple geographies. It can be good for co-located teams too, but there are better platforms on the market like JIRA that provide a more built-out story.
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Reliability and Availability
Certinia
We have maybe had 1-2 outages over 3 years.
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Shore Labs
No answers on this topic
Performance
Certinia
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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Shore Labs
No answers on this topic
Support Rating
Certinia
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.
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Shore Labs
This is the best tool I had a chance to work with- since I started to use it I saved a lot of time and I made my work go smoothly.
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In-Person Training
Certinia
It was fine.
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Shore Labs
No answers on this topic
Implementation Rating
Certinia
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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Shore Labs
No answers on this topic
Alternatives Considered
Certinia
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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Shore Labs
We've only tried JIRA Agile and KanbanFlow before. Kanban Tool was the one that our team actually liked and enjoyed working with. Also - it's been much easier to get started with and to understand than some of the other two (JIRA in particular). Although JIRA has many more features that we would have possibly used, the user feedback on it was so poor we were afraid that the negativity would create time wasted and less "job satisfaction" amongst the team.
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Return on Investment
Certinia
  • 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.
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Shore Labs
  • Better communication and organization of ongoing projects.
  • We are a very small team, with many areas to work on. Having everything in one system gives us a lot of visibility.
  • Greatly reduced costs from using other tools that were much more expensive.
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ScreenShots

Kanban Tool Screenshots

Screenshot of Visual project management tool - Kanban board from Kanban Tool.Screenshot of The collection of Power-Ups form Kanban ToolScreenshot of Kanban Tool board example, with My Work widget, Recurring and Postponed Tasks visible in the side panel. User's own background selected.Screenshot of Kanban Tool  board example. Default light theme applied.Screenshot of Kanban Tool - an open card view, with comments in the side panel. The choice of what fields show on cards is with the user.Screenshot of Kanban Tool's free Power-Ups  for user's own activation.