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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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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

(1-13 of 13)
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Peter Morgan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Multiple and easy to manage companies services.
  • Easy tools to use.
  • Navigation within the platform dashboard is very easy.
  • Not easy to monitor all the companies services progress.
  • Planning multiple projects is also not simple.
  • To manage reports from different platforms is challenging.
Bernado Carlos | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Effective lead management solution.
  • Amazing data integration ability.
  • Easy to prepare reports.
  • Multiple data analytics is very tricky.
  • The ability to manage different services at once.
  • Configuration of features to new user.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Chris Gardner | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Andrew Mishler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
February 20, 2017

PSA all the way!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • It could do a better job of integrating the project tasks with the scheduled time in the future.
February 17, 2017

Financial Force PSA

Mike Jortberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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
  • 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
Angel Rigsby | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • 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!
Luke Fitzwater | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • 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
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
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