Made Project Management easy for non PM's!
February 21, 2017

Made Project Management easy for non PM's!

Machell Enke | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with FinancialForce PSA

We 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
  • 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.
FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must have. PSA met that requirement and much more.
FF PSA can be purchased as a "stand alone" force.com application or to be utilized with Salesforce (the platform). This gives companies the full quote to cash with project management life cycle. The application is extremely robust and this gives companies room to grow as they scale their business. PSA is perfect for companies who want to budget and forecast project and manage resources.

FinancialForce PSA Feature Ratings

Task Management
8
Resource Management
10
Gantt Charts
9
Scheduling
9
Workflow Automation
9
Team Collaboration
9
Support for Agile Methodology
9
Support for Waterfall Methodology
9
Document Management
8
Email integration
8
Mobile Access
9
Timesheet Tracking
9
Change request and Case Management
8
Budget and Expense Management
9
Quotes/estimates
8
Invoicing
8
Project & financial reporting
9
Integration with accounting software
8

Using FinancialForce PSA

6 - Project Managers, Consultants, Business Development and Managing Partners
4 - We currently have 4 Salesforce Sales Cloud Cert Admins who support our PSA solution. This is primarily due to the fact we are a Salesforce and FinancialForce Consulting partner so we have these folks on staff. A resource who is a super user of Salesforce would have the knowledge base to admin 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
Currently FF PSA is the only offering in the marketplace that meets or exceeds our Project and Resource Management needs and the pricing is within our budget requirements.

FinancialForce PSA Support

FF Support for PSA is great. The team is knowledgeable and responsive.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No - While having support respond to cases within 2 hours is awesome we have found that FF's Community and Xtra site provide most of the answers we need. We rely on support for issues that are application related or that require escalation due to project bugs.
Yes - We have reported several bugs and for each one a workaround was provided until the product development team resolved the issue. We were also updated on the progress of the fix and provided links for release updates to eventually fix the issue.
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.