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Certinia PS Cloud

Certinia PS Cloud
Formerly 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,…

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Recent Reviews

TrustRadius Insights

Certinia PS Cloud has proven to be a valuable tool for users looking to simplify and streamline their quote-to-cash process. By seamlessly …
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PSA all the way!

9 out of 10
February 20, 2017
Incentivized
The professional services team uses FinancialForce PSA to track time, forecast time, manage projects, escalations, and maximize …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

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Product Details

What is Certinia PS Cloud?

Certinia PS Cloud (formerly FinancialForce 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.

Certinia PS Cloud Competitors

Certinia PS Cloud Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
Security

Frequently Asked Questions

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.

OpenAir PSA, Projector PSA, and Kantata PS Cloud are common alternatives for Certinia PS Cloud.

Reviewers rate Support Rating highest, with a score of 9.

The most common users of Certinia PS Cloud are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(27)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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:

  1. 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.

  2. 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.

  3. 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

(1-1 of 1)
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Score 7 out of 10
Vetted Review
Verified User
  • 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.
We would renew but have been acquired and our parent company will drive the decisions around PSA systems.
Prioritize your integration points as different vendors are going to offer stronger integrations in certain areas (Financials vs. CRM) The software is robust and flexible and supports multiple ways to get things done. Standardize on best practices for common processes, i.e., resource management. Pick your user champions to help guide the process and drive adoption
110
Professional services; business leaders, program/project managers. consultants
5
• 3 services ops people – in the system half time, but using as well as administering • Business analyst – minimal time • Programmer - 20% of time.
  • 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
OpenAir from NetSuite
We did look at other SaaS based systems but Salesforce integration was very important in our selection criteria.
  • Vendor implemented
  • Professional services company
Appirio (a professional services firm that developed the product before selling it to FinancialForce) did the implementation and did a good job.
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.
  • In-person training
It was fine.
work process or feature gaps
No
Has not been needed
Pure customer support is fine and we have not needed much of it that I am aware of.
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.
We have maybe had 1-2 outages over 3 years.
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).
It's native.
  • Non-Financial Force financial systems
  • Project management tools
i do not know.
Financial Force has been good to work with from a product/support/services perspective. I don't have insight on how Financial Force is to deal with at a business level.
We received very favorable terms because we were an early adopter. Our biggest concern was financial viability of Appirio and we researched/investigated that aspect of the transaction. Tips: - Ask for a renewal increase cap to protect yourself in long term - Ensure you have a very good, vetted concensus on how you want to operate your business and your priorities for a new PSA system - Ensure you have thought through and budgeted for change management to drive tool adoption
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