Item: Certinia PS Cloud
Rating: 9
Author: Verified User

Overall Satisfaction with FinancialForce PSA

Use Cases and Deployment Scope

FinancialForce PSA plays is used by our Services Team to manage all aspects of projects scheduling and services delivery. This includes resource assignment, planning and scheduling. Once the project is active, PSA assists the services team in milestone billing, time and expense tracking. This final piece of the puzzle is reporting, our executive team has a large data collection to slice and dice.

Pros and Cons

Pros

Resource Planning
Time Tracking
Overall Project Managment

Cons

Expense module could be more robust.

Return on Investment

Resource Planning, in particular as it relates to the skills and billing rate of the resource
Time Tracking, accurate tracking of hours against a project.
Expense allocation. Accurate allocation of billable expenses.

Alternatives Considered

NetSuite OpenAir PSA

We were previously an OpenAir customer. The key reason for moving to FinancialForce PSA was the very tight integration with Salesforce.com. Salesforce.com is a core system at our company, the fact that FinancialForce PSA was built on the force.com platform made it very easy for us to integrate FinancialForce PSA with our other Salesforce.com applications.

Other Software Used

Salesforce.com, Microsoft Dynamics GP, Concur Travel and Expense

Likelihood to Recommend

FinancialForce PSA is well suited for any company that needs to actively manage service engagements and projects. One of the key benefits is that it can be used for a very small service engagement. e.g., a half day consulting request with a single resource or a very large project that spans several months many resources.

Certinia PS Cloud Feature Ratings

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FinancialForce PSA Project Management/Time and Expense Tracking