TrustRadius Insights for Certinia PS Cloud are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Customizable and Flexible: Users have found FinancialForce PSA to be easily customizable to their business needs, as it is built upon the force.com platform. Some reviewers appreciated the ability to tailor the software according to their specific requirements.
Efficient Project Management: Many users praised the ease of creating projects, milestones, and assignments within FinancialForce PSA, which allows for efficient project management. The intuitive interface enables users to quickly set up and track project progress.
Comprehensive Reporting and Data Analysis: Reviewers highlighted the reporting capabilities of FinancialForce PSA as a valuable feature. The strong reporting function allows users to create custom reports and dashboards for tracking performance and conducting comprehensive data analysis. Several customers appreciated how this feature provided them with actionable insights into their business operations.
Excellent solution with high functional management capabilities and very easy features on customizing. Automation through FinancialForce PSA is helpful and very reliable system on project documentation. Through the platform we were able to save project cost and effective project resources planning, easy on scheduling and the progress reports preparation is excellent.
Pros
Multiple and easy to manage companies services.
Easy tools to use.
Navigation within the platform dashboard is very easy.
Cons
Not easy to monitor all the companies services progress.
Planning multiple projects is also not simple.
To manage reports from different platforms is challenging.
Likelihood to Recommend
Simplification of multiple operations within the business and easy scheduling and task management through FinancialForce PSA is effective and easy tracking multiple previous project activities is easy. Automation tools stability is good, and flexibility on services production and even the connection of customers with services providers is amazing and the development life cycle management is incredible.
Excellent manage capability with FinancialForce PSA is incredible and useful contact list management functions and very simple on task management. FinancialForce PSA interface setting was and the ability to manage data processing operations and generation of clean reports for our project processes and activities tracking features are very active and responsive easy tools.
Pros
Effective lead management solution.
Amazing data integration ability.
Easy to prepare reports.
Cons
Multiple data analytics is very tricky.
The ability to manage different services at once.
Configuration of features to new user.
Likelihood to Recommend
Powerful solution and excellent cost-effective solution with easy functional features and no serious training required to start the manipulation of the FinancialForce PSA tools. Reports are easily prepared and easy multiple data analytics production and the lead management and also project budgeting functionalities are excellent and very beneficial to the business growth.
Our organization uses PSA for project financial tracking and logging employees' work by the billable hour. We use it to track project performance against planned revenue and GM for individual projects. We have many project types, from fixed fee to time and materials. PSA has the ability to set up standard projects based on common contract types.
Pros
PSA is data rich. It captures all the data you would need in one form or fashion. If you know what you are looking for, you can find it somewhere. There is a strong reporting function that allows you to create any number of custom reports or dashboards for tracking performance.
The tool can scale fairly easily and can take on fair amounts of projects and data.
Cons
The user interface is generally poor. The tool is hard to navigate and it can be difficult to find something that should be sitting on the surface. It also takes way to many clicks to complete basic tasks. Using the tool can be quite an administrative task in and of itself.
Always double-check the math in PSA. One missed or incorrect checkbox somewhere and your calculations can be off. It can be frustrating because the math isn't surfaced, so you have to look closely to notice when PSA has done something unexpected. Sometimes the fix won't make sense and will require time spent with tech support to figure it out.
Assess the damage after each system update. System updates are great, but can often derail otherwise stable data and calculations. For instance, our last update shifted how our employee utilization rates are calculated to include data that hasn't been entered yet, resulting in lower numbers being reported. This means we have had to take the data outside the system and calculate on our own until the problem is solved.
Likelihood to Recommend
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.
FinancialForce is our resource management and time tracking software. We use it to resource all of our projects, track the time billed, and invoice our clients.
Pros
Makes managing resources in a large organization much easier.
Reporting and tracking of backlog, tasks and schedules.
Timecard entry and billing.
Cons
The page to choose resources for a project isn't intuitive.
Adoption can be difficult, mostly down to internal training.
Likelihood to Recommend
FinancialForce PSA is ideal for medium to large organizations that offer professional services. It allows for resource tracking, assignment, and billing.
FinancialForce is used by Appirio for logging all expense reports within the company. Compared to some of the other programs I've seen used for this business process across other companies, I think FinancialForce is one of the simplest and straightforward products for expense management. Through all of the expense reports I've filed, I always compiled them together fast and in a pain-free manner. I would highly recommend it for any other companies who want to make their employees happier, their data cleaner and their processes better. This product was used across the entire company.
Pros
Simplicity. I never felt like the system was too complicated to figure out, even as I was just starting out using it.
Efficient. I like how easy is it to get through the entire process and see all of the data in an easy to read manner. It's good for the company to be able to organize its expense data using the product.
Fast. I was able to complete my expense reports fast and pain-free.
Cons
The system can sometimes switch your currency without you intentionally inputting the command to do it. That should be fixed.
I don't believe there is a built-in functionality for combining receipts. That would be nice to have it, if it doesn't already exist.
Likelihood to Recommend
This is well suited for managing your company's process of gathering expense reports. You should then be able to see reports using Salesforce that give you more information about your expense reports as your employees generate more. It may not be well-suited for smaller companies, who may be able to get by with a simpler platform.
FinancialForce is used for half of our organization for time and expense entry, and is used heavily by our professional service and project management groups for managing and billing projects.
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.
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.
Likelihood to Recommend
If you need a project management tool that can create billing for you and has potential to take over your time and expense entry functions, FinancialForce PSA is for you.
VU
Verified User
Employee in Professional Services (501-1000 employees)
We use FF PSA to Manage our Professional Services projects, track time and create billing events for our invoicing. We have PSA seamlessly integrated with our Salesforce solution to ensure our quote to cash process is simple and efficient. PSA is native to the SF platform which allows us to utilize the reporting and list functionality to ensure each end user has quick access to reporting and list views that relate to their roles.
Pros
360 view of project management
Resource Management and Utilization
Managing Budgets vs Actuals
Easy time entry and tracking
Cons
Ability to add multiple project templates in one step
More "help" descriptions on fields
Likelihood to Recommend
FF PSA can be purchased as a "stand alone" force.com application or to be utilized with Salesforce (the platform). This gives companies the full quote to cash with project management life cycle. The application is extremely robust and this gives companies room to grow as they scale their business. PSA is perfect for companies who want to budget and forecast project and manage resources.
The professional services team uses FinancialForce PSA to track time, forecast time, manage projects, escalations, and maximize utilization. Sales and the Customer Success team has access to the projects to see how they are coming along.
Pros
PSA does a great job of making it easy to administer if you have a salesforce background.
It provides great visibility in to how consultants are spending their time.
Provides visibility to the entire org, not just services management.
Cons
It could do a better job of integrating the project tasks with the scheduled time in the future.
Likelihood to Recommend
If you have a mid-sized services team, a tool like this is a must to see positive margins. A larger team might find more administrative pains but they have very large customers who have been implemented successfully. If you have an SFDC background, this is the easiest solution by far.
VU
Verified User
Manager in Professional Services (201-500 employees)
We use FF PSA to help us better understand customer needs, how we fit them and the operational aspects of staffing the projects. We have 1000 users who also use Sales Cloud and Pardot and Job Science to provide us an end to end "lead to project" and "Candidate to Consultant" lifecycle in one mobile solution.
Pros
Mobile dashboards for staffing operations
Resource searching to pair demand from sales teams to consulting capacity from our capabilities
Collaboration between on the ground consultants and business developers looking for great stories
Cons
The lightning user experience is not ready for novice users as of Feb 2017
The modules are very integrated which is great, but we are still using Changepoint for project financials which makes breaking Fin Force into modules more challenging
Likelihood to Recommend
It's a great fit for B2B professional services firms who also use Salesforce. The pre-built integration between Sales objects and the PSA objects makes deployment very fast. We did 1000 users in less than 5 months.
It's not a great fit for clients without Salesforce or who are relying on other CRM systems because you need to create extra integration points between your customer, consultant and project systems.
FinancialForce is used to invoice all of our customers. I am actually the only person doing all the invoicing. We also use FinancialForce to process our accounts payable, which I also do. It's a great system because we are able to have our accounts payable and receivable in the same system. Our sales team uses PSA, which I am also trained to use.
Pros
Because I'm trained in AR, AP, (Financial Force) and PSA for Sales, it's awesome to be able to see the sale of the product, track the opportunity as it is closed, bill the costs of the project, process the invoice, and then post the payment when it comes to me--all on one system.
Cons
The only part of FinancialForce that is very frustrating, is that we are unable to edit an invoice after it has been posted. The invoice is permanent and any small error can't be fixed, which means I have to create another invoice. Because of this, we have multiple "discarded" invoices in the system--forever!
Likelihood to Recommend
I think the best part of FF and PSA is that I'm able to track a sale from point of sale, to cost of production, create an invoice, and post the payment when we receive it--all in the same system. The only thing that is irritating is that we are unable to edit a posted invoice to fix an error.
