Certinia PS CloudFormerly FinancialForce PS Cloud
Overview
What is Certinia PS Cloud?
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,…
Flexibility and Quality of Services Management and Automation Capability this Software is Perfect.
Best and reliable multiple professional services management system with very flexible features.
PSA is data rich with a confusing user interface
FinancialForce PSA for Resource Management
FinancialForce - Great for all employees
FinancialForce PSA brings better project visibility
Made Project Management easy for non PM's!
PSA all the way!
Financial Force PSA
Everything You Need in One Basket
FinancialForce PSA Project Management/Time and Expense Tracking
FinancialForce PSA - Is it right for you?
Still maturing PSA product. Resource management capabilities strong.
Awards
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Pricing
What is Certinia PS Cloud?
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…
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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What is Certinia PS Cloud?
Certinia PS Cloud Competitors
Certinia PS Cloud Technical Details
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Mobile Application | No |
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Frequently Asked Questions
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Reviews and Ratings
(27)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Certinia PS Cloud has proven to be a valuable tool for users looking to simplify and streamline their quote-to-cash process. By seamlessly integrating with Salesforce, users have quick access to tailored reporting and list views based on their role, allowing for efficient management of projects. Automation features within Certinia PS Cloud have been praised for their reliability in project documentation, leading to cost savings and effective resource planning. The software's user-friendly interface and responsive system, equipped with active tracking features and easy-to-use tools, have made it an excellent choice for contact list management functions and simple task management. Additionally, Certinia PS Cloud is utilized by professional service teams to manage all aspects of project scheduling, service delivery, and resource assignment. It also offers robust reporting capabilities for executive teams, assisting in milestone billing, time and expense tracking, and project performance evaluation against planned revenue. Overall, Certinia PS Cloud has become a go-to solution for professional service and project management groups when it comes to managing projects, billing clients, and accurately tracking time and expenses.
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.
Resource Planner: Difficult to Assign Resources to Multiple Projects Some users have found the resource planner in Certinia PS Cloud to be convoluted and challenging, particularly when it comes to assigning resources to multiple projects.
Limited Import Tool from MS Project Several project managers have expressed frustration with the one-way import tool from MS Project to Certinia PS Cloud. This limitation requires them to update project details in both systems, adding unnecessary duplication of effort.
Project Planner: Lack of Milestones Visibility The Project Planner tool in Certinia PS Cloud does not display milestones, making it difficult for users to track the completeness of their projects. This lack of visibility can hinder effective project management and progress monitoring.
Users commonly recommend the following:
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Clearly define the business case and expected outcomes upfront, working with experienced consultants to build out requirements and business processes. Consider the full tech stack and potential integrations with other cloud platforms. Utilize all available resources and experts to best utilize the tool.
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Start small and expand gradually. Emphasize the importance of internal Salesforce experts to support the implementation. Challenge existing operating processes and invest in the capabilities of FinancialForce PSA. Thoroughly test and encourage early user adoption for successful implementation.
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Research the product and choose functionality wisely. Engage an experienced implementation consultant and provide critical training for end users. Be willing to adapt internal processes to align with user stories in PSA. Ensure clear system setup options, review Salesforce Refresh, and installation details before implementing FinancialForce.
These recommendations reflect the need for careful planning, expertise, and leveraging available resources to successfully implement and maximize the benefits of FinancialForce PSA.
Attribute Ratings
Reviews
(1-3 of 3)Made Project Management easy for non PM's!
- 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
- 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.
- 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
FinancialForce PSA - Is it right for you?
- 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!
- Scheduling can be tricky. Assigning a resource to the Project is easy, but when viewing the Resource Planner, the resource shows as being scheduled from the Start to End of the Project. If a resource is working on many projects, then the resource planner becomes convoluted.
- Our Project Managers (PMs) use MS Project to maintain the Project Timelines. There is an import tool w/in PSA, but it is not a two-way feed. PSA only imports the project plan from MS Project. It does not update the Project Plan in MS Project, nor is the Project Plan exportable in PSA, once it has been imported. This causes our PMs to update the Project details and timeline in two systems.
- The Project Planner tool only shows Project Tasks, it does not show Milestones (which are what we use to track project completeness). We do not use Project Tasks because you cannot assign resources to the Tasks.
- There are some limitations to Reporting from FinancialForce PSA
- "Out of the box", FinancialForce PSA was an improvement over our previous project management system (Projector) due to it being cloud based. Our users could access it from anywhere with an internet connection. Our previous software required a LAN or a VPN connection to access.
- With much customization, system improvements, and training, we have seen a steady increase in user adoption and efficiency
- FinancialForce PSA is no long just a day to day system. It is now being included in our Strategic Planning
- After an Opportunity is Closed-Won, we create a new FinancialForce PSA Project.
- The Resource Manager will staff the Project with resources, initially, as well as add resources as needed after the Project is established.
- Our Project Accountants will generate billing events based on Milestone completion, which will create invoices to be sent to the Client.
- Using FinancialForce PSA, many customizations within FinancialForce PSA, and a third party reporting tool, we have created a Project Health Report which captures our top-10 key Project Metrics, and displays them graphically.
- We're currently working on new (customized) functionality to help us with capacity planning.
- We are constantly looking at new ways to help us better manage our resources.
- Creating New Projects
- Setting up Milestones on Projects
- Expense Reporting
- Time Reporting, especially if a resource is assigned to many projects or milestones on many projects.
- Resource Management
- Working with "managed" code or objects as an administrator can be difficult and frustrating, many times, leading to customizations.
Still maturing PSA product. Resource management capabilities strong.
- It integrates really well with Salesforce.com for front-end opportunity management. The transition from a booked deal to a project is a very smooth process
- The resource management function is visual and pretty efficient, better than other tools reviewed.
- Time tracking can be done on a smart phone which provides more options to enter time
- 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
- We used to do our resource management on a white board. This is far more efficient. We are leaps and bounds ahead of where we were operationally in running the business.
- The credibility of accounting data is far higher than in Open Air. Not all due to the product. When we implemented Financial Force, we used the transition to put in place change controls – much more rigor to support our public company reporting.
- Project management
- Change management – change order processing around products
- Project status/ reporting
- Resource management
- Time management – time tracking and making sure time is allocated to right project/ charge number
- Project accounting
- Vendor implemented
- Professional services company
- In-person training
- Non-Financial Force financial systems
- Project management tools