Certinia Professional Services Cloud

Tremendous flexibility

Implemented it as a customer for a large consulting firm where it helped us to scale the business. Today I implement PSA for a living and I love the flexibility and integration capabilities.

Reaping benefits after (re) launch of the PSA

Our organization purchased PSA from FinancialForce several years ago. For the initial implementation, we used an implementation partner. After several months, we only were able to migrate some project types into PSA before we encountered blocking issues related to how the system has been implemented. Fast forward to 2020, when we started re-implementation of the PSA, this time partnering directly with the Vendor. It took us several months to re-architect the product and migrate several hundred projects into PSA. We noticed that once the projects, assignments and billing was migrated into PSA, business utilization and revenues materially increased. We recently added PSA Analytics, which enabled us to forecast revenue and report on other business metrics. We are currently working on enhancing and improving our processes while adding more project types into PSA.

So much better!!

This app has allowed us to scale as needed with tracking on fluctuating consulting/contracting project management tracking from Sale to Consultation. It has allowed us see exactly what our utilization is among our team and consultants in order to better utilize and plan out our projects. If you are thinking about PSA and it fits your organizations service, just do it! They have great customer service as well!

Awesome PSA

I was hesitant when first asked to evaluate FinancialForce. However, I'm glad we did. FinancialForce has really taken their time to listen and update their application to customer feedback and suggestions. Their entire team takes time to help when we have an issue and build a relationship with our team. If you're looking for a great PSA with great support, FinancialForce is it!

The best PM tool there is

As a PM tool, it is very comprehensive. It allows granting permissions to users on a very fine level. As a user of FF PSA, the user interface is very friendly and easy to use. Lastly, you can configure/customize it pretty much anyway you want. I think this is THE tool to have if you're managing projects.

Amazing Project Management and Reporting Solution

I would highly recommend PSA, it's a great system for managing projects allowing project managers to be more efficient and gain wholistic view from opportunities to completion of projects. It includes great resource source planning features which allows the company to plan ahead and manage resources efficiently. The ability to create multiple in-depth reports and dashboards has allowed us to be more organised and proactive with things we may not have been able to view before.

Unbeliable reporting capabilities

PSA has been the real game changer from a functional level in 2021. First time ever we can at our fingertips have real time information on costs, resources and revenue, that makes us more efficient and productive and ultimately serves the client better and gives them the best experience. The reporting capabilities has taken us to the next level, we can now forecast for the year ahead which has been one of the major positives. For me it allows us to strive to be cutting edge, ahead of the competition. PSA brings control and transparency for everyone, it brings visibility and helps the organisation provide a hybrid working environment as everyone knows what they have to do and what is happening across the projects and teams. Amazing product and highly recommended.

Taking Project Management to the next level

We have had PSA for almost 6 months now and the ability to transition from sales to delivery to give us those operational insights around costs, resources allocation, revenue, monitoring delivery and task, is invaluable with real time reporting. With FF PSA being on the Salesforce platform it gives us clear transparency from lead to Ledger. Having access to the PSA Community on the FF website is also really helpful with other users helping everyone else out (displaying that community spirit) and giving advice on best practice and solution sharing. However, like with most things in life, you get out what you put in. If you really invest the time and effort in using the platform, the benefits are there to realise.

Strong Partner and Product

FinancialForce has been a strong partner extending the Salesforce platform. If you are looking for an ERP and have Salesforce they should be on your list to evaluate. Their expertise in PSA, Billing and Financials makes them a top contender. They have contributed expanded success with many of my customers.

Great ERP for Salesforce-heavy Customers

As I've seen customers choose different ERP systems, FinancialForce has been the one that works best in tandem with Salesforce as it is built on the SSF platform! Clean integration, great for billing/finance and ERP needs.