Certinia PS Cloud Features
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Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Customer Information (7)
Customer Health Scores
As reported in 11 Certinia PS Cloud reviews. Provides users a customer-specific score to determine the overall satisfaction of each customer.
Customer Monitoring
Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team This feature was mentioned in 12 Certinia PS Cloud reviews.
Customer Profiles
Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. 13 reviewers of Certinia PS Cloud have provided feedback on this feature.
Playbooks
Based on 11 Certinia PS Cloud reviews. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments
As reported in 10 Certinia PS Cloud reviews. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.
Product Engagement
Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. 11 reviewers of Certinia PS Cloud have provided feedback on this feature.
Surveys
Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. This feature was mentioned in 11 Certinia PS Cloud reviews.
Predictions (4)
Churn Risk
Calculates the risk that your customers will not renew or continue using your product or service. This feature was mentioned in 11 Certinia PS Cloud reviews.
Upsell Opportunities
As reported in 12 Certinia PS Cloud reviews. Discovers and highlights factors that lead to upsell opportunities.
Custom Triggers
Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. 12 reviewers of Certinia PS Cloud have provided feedback on this feature.
Machine Learning
Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. This feature was mentioned in 11 Certinia PS Cloud reviews.
Platform (21)
Reporting & Dashboards
Based on 17 Certinia PS Cloud reviews. Access pre-built and custom reports and dashboards for viewing
API & Integrations
The number of sources from which the platform can pull customer data and how well those integrations are supported. 15 reviewers of Certinia PS Cloud have provided feedback on this feature.
Data Import & Export Tools
Ability to input, modify, and extract data from the application in bulk through a structured file. This feature was mentioned in 15 Certinia PS Cloud reviews.
Workflow Capability
Based on 14 Certinia PS Cloud reviews. Automates everday customer success functions for more efficient and effective day-to-day processes.
Notifications
Based on 16 Certinia PS Cloud reviews. Set alerts for customer actions in order to respond quickly and proactively.
Customization
As reported in 17 Certinia PS Cloud reviews. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Scalability
Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. This feature was mentioned in 15 Certinia PS Cloud reviews.
Data Security
The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. 15 reviewers of Certinia PS Cloud have provided feedback on this feature.
Performance & Reliability
Based on 15 Certinia PS Cloud reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
As reported in 17 Certinia PS Cloud reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 18 reviewers of Certinia PS Cloud have provided feedback on this feature.
Internationalization
Based on 14 Certinia PS Cloud reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 15 Certinia PS Cloud reviews.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 17 Certinia PS Cloud reviews.
User, Role, and Access Management
Based on 19 Certinia PS Cloud reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 19 reviewers of Certinia PS Cloud have provided feedback on this feature.
APIs
Based on 107 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 136 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile
Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access
Based on 63 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Ability to create and access tasks, transactions and reports while not connected to internet.
Planning (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 44 Certinia PS Cloud reviews.
Capacity
As reported in 47 Certinia PS Cloud reviews. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
As reported in 49 Certinia PS Cloud reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type. 39 reviewers of Certinia PS Cloud have provided feedback on this feature.
Forecasting
As reported in 44 Certinia PS Cloud reviews. Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling. This feature was mentioned in 26 Certinia PS Cloud reviews.
Accounting (23)
AP Automation
As reported in 19 Certinia PS Cloud reviews. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Based on 19 Certinia PS Cloud reviews. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record 19 reviewers of Certinia PS Cloud have provided feedback on this feature.
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios. 20 reviewers of Certinia PS Cloud have provided feedback on this feature.
Collections Automation
Based on 18 Certinia PS Cloud reviews. The system automates the dunning process to help drive collections
Financial Statements
As reported in 21 Certinia PS Cloud reviews. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. 21 reviewers of Certinia PS Cloud have provided feedback on this feature.
Journal Entries
Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. This feature was mentioned in 22 Certinia PS Cloud reviews.
Monitor Cash Positions
As reported in 17 Certinia PS Cloud reviews. Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
As reported in 16 Certinia PS Cloud reviews. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. 15 reviewers of Certinia PS Cloud have provided feedback on this feature.
Recognition Rules
As reported in 14 Certinia PS Cloud reviews. Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. This feature was mentioned in 17 Certinia PS Cloud reviews.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. 18 reviewers of Certinia PS Cloud have provided feedback on this feature.
Payments Scheduling
Ability to schedule payments at predefined dates and times This feature was mentioned in 15 Certinia PS Cloud reviews.
Payment Batches
Based on 15 Certinia PS Cloud reviews. Payments can be processed by batch without manual intervention
Payment Settlements
Based on 17 Certinia PS Cloud reviews. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers 15 reviewers of Certinia PS Cloud have provided feedback on this feature.
Revenue Recognition
Based on 108 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Based on 85 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
Based on 72 Certinia PS Cloud reviews. Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Based on 104 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Deliver features to track and manage costs and revenues by project.
Budget Tracking
Based on 120 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets.
Back Office (14)
Allocation
As reported in 16 Certinia PS Cloud reviews. Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register
Create a list of all the assets owed by a company. This feature was mentioned in 15 Certinia PS Cloud reviews.
Lean Management
As reported in 12 Certinia PS Cloud reviews. Include lean project management features and best practices.
Maintenance
Track maintenance operations for the products sold, such as calibration or preventive maintenance This feature was mentioned in 15 Certinia PS Cloud reviews.
Organization Management
As reported in 18 Certinia PS Cloud reviews. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Payroll
As reported in 13 Certinia PS Cloud reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals. 15 reviewers of Certinia PS Cloud have provided feedback on this feature.
Purchase Orders
Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process This feature was mentioned in 17 Certinia PS Cloud reviews.
Requisition
Based on 15 Certinia PS Cloud reviews. Define requisition rules for various types of procurement.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. This feature was mentioned in 17 Certinia PS Cloud reviews.
Sourcing
Based on 15 Certinia PS Cloud reviews. Identify and assess suppliers for different products and services.
Status
Monitor the status of multiple types of assets. This feature was mentioned in 14 Certinia PS Cloud reviews.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. 20 reviewers of Certinia PS Cloud have provided feedback on this feature.
Warranty Management
Based on 11 Certinia PS Cloud reviews. Maintain information on warranties for the products delivered and for their components
Front Office (16)
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received. This feature was mentioned in 11 Certinia PS Cloud reviews.
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. 11 reviewers of Certinia PS Cloud have provided feedback on this feature.
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included This feature was mentioned in 15 Certinia PS Cloud reviews.
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 19 Certinia PS Cloud reviews.
Customer Portal
Based on 14 Certinia PS Cloud reviews. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Field Service Booking
Allows clients to book jobs through the desktop page or within the app. 12 reviewers of Certinia PS Cloud have provided feedback on this feature.
Field Service Dispatch
Notifies field service workers of their upcoming assignments. This feature was mentioned in 12 Certinia PS Cloud reviews.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. This feature was mentioned in 14 Certinia PS Cloud reviews.
Product Catalog
Based on 12 Certinia PS Cloud reviews. Allows users to search, filter, sort and select items to be added to quote
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. 10 reviewers of Certinia PS Cloud have provided feedback on this feature.
Quote & Order Management
As reported in 13 Certinia PS Cloud reviews. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner. This feature was mentioned in 10 Certinia PS Cloud reviews.
Visual Configuration
Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 12 Certinia PS Cloud reviews.
Integration (3)
Breadth of Partner Applications
Based on 12 Certinia PS Cloud reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import and Export Tools
Based on 17 Certinia PS Cloud reviews. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 15 Certinia PS Cloud reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Logistics (10)
Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting
As reported in 10 Certinia PS Cloud reviews. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. This feature was mentioned in 10 Certinia PS Cloud reviews.
Inventory Reporting
Based on 10 Certinia PS Cloud reviews. Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Based on 10 Certinia PS Cloud reviews. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Create schedules for picking activities based on inventory availability.
Receiving
As reported in 10 Certinia PS Cloud reviews. Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Production (12)
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Calculate demand by consolidating data from multiple sources. 10 reviewers of Certinia PS Cloud have provided feedback on this feature.
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Manage Resources
Track resource availability for raw materials and production capacity. This feature was mentioned in 14 Certinia PS Cloud reviews.
MPS
Create and implement master production plans for multiple production lines and locations.
MRP
As reported in 10 Certinia PS Cloud reviews. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Based on 10 Certinia PS Cloud reviews. Generate production plans based on demand and resource availability.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Reporting & Analytics (3)
Custom Reporting
Based on 22 Certinia PS Cloud reviews. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 22 reviewers of Certinia PS Cloud have provided feedback on this feature.
Integration
As reported in 21 Certinia PS Cloud reviews. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Customer Management (4)
Customer Profiles
Based on 95 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications.
Sales
Based on 98 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Based on 74 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance
Client Portal
Based on 76 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (4)
Project Planning
Based on 142 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project
Project Tracking
Based on 149 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Based on 145 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Based on 154 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Portfolio Management (4)
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services. 75 reviewers of Certinia PS Cloud have provided feedback on this feature.
Portfolio Performance
Based on 74 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects. This feature was mentioned in 91 Certinia PS Cloud reviews.
Portfolio Mix
Based on 67 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals.
Analytics (3)
Forecasting
Based on 118 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Based on 147 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Based on 113 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management .
Administration (3)
Standard Integrations
Based on 109 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 131 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Based on 122 Certinia PS Cloud reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Generative AI (8)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Based on 21 Certinia PS Cloud reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 21 Certinia PS Cloud reviews.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Customer Success (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives
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