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FinancialForce Professional Services Automation software is also 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 PSA works natively with Force.com, it utilizes the same data for sales, services and finance on one system.https://dudodiprj2sv7.cloudfront.net/product-logos/TV/VF/QMW124B4PE5I.pngFinancialForce.comPSA is data rich with a confusing user interface2019-01-31T00:28:45.978ZOur 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.,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.,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.,5,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.,BigTime IQ,Articulate Storyline, Smartsheet, Jira Service DeskVerified UserFinancialForce PSA for Resource Management2018-01-17T21:29:39.971ZFinancialForce 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.,Makes managing resources in a large organization much easier.
Reporting and tracking of backlog, tasks and schedules.
Timecard entry and billing.,The page to choose resources for a project isn't intuitive.
Adoption can be difficult, mostly down to internal training.,9,It replaced an homebuilt system, so it has decreased the amount of data entry and reduced errors.
Increased view into future company pipeline, backlog and planning.Chris GardnerFinancialForce - Great for all employees2017-02-28T21:24:12.074ZFinancialForce 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.,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.,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.,10,As an employee, it's taken something that is typically painful and time-consuming and made it more enjoyable and quick.,Salesforce.com, Google DriveAndrew MishlerMade Project Management easy for non PM's!2017-02-21T20:27:47.601ZWe 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.,360 view of project management
Resource Management and Utilization
Managing Budgets vs Actuals
Easy time entry and tracking,Ability to add multiple project templates in one step
More "help" descriptions on fields,9,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.,Tenrox Professional Services Automation, TaskRay and Trello,PandaDoc, Cirrus Insight, Slack,6,4,Project Management
Timecard Entry
Billing Events,Auto creation of Projects from Opportunities
Change management for our implementation projects,Integration with our accounting application to complete and automate quote to cash process,9,No,9,Yes,The PSA Support team members are always knowledgeable and go the extra mile to assist with issues. This is true whether you have purchased premier support or utilize standard support. On more than one occasion support has scheduled GTM's on short notice to quickly resolve an issue that has caused disruption to the work day.Machell EnkeFinancialForce PSA brings better project visibility2017-02-27T19:10:45.224ZFinancialForce 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.,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.,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.,8,Increase in efficiency with time card entry
Increased data visibilityVerified User
Unspecified
FinancialForce PSA
16 Ratings
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