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Certinia PS Cloud Reviews & Product Details

PS Cloud keeps projects on time and profitable, customers happy, and reports up to date with this professional services solution on the Salesforce platform. Perfect Sales-Delivery Handoff Instantly translate opportunities into service engagements. Empower sales teams with real-time insights about project statuses, resource availability, and more. Connect sales and delivery, and everybody wins. Right Resource, Right Time Give resource managers the visibility they need by identifying the resource demand during the sale. Easily schedule the right people onto the right projects at the right time, and resolve staffing conflicts before they become problems. One Team, One Tool Companies with greater project visibility achieve higher win rates, utilization, and margins. With sales, delivery, and finance teams all using the same tool, you’ll get better visibility into pipeline, resource demand, and other critical project data. Billing & Revenue Recognition Extensible and configurable, our app manages multiple revenue streams so you can add new lines of business, move into new markets, and expand overseas while staying in complete control. Decisions Made with Certainty Automate and streamline processes across every aspect of your business from sales and delivery, to services billing and revenue management, and customer renewals. Track everything, including billing and expenses in multiple currencies, and automate compliance with new revenue recognition rules. Powerful Forecasting Optimize resource planning and project profitability with hyper-accurate forecasting and insight capabilities built-in. Get unmatched visibility into every dollar recognized and planned. Build staffing models geared to drive higher margins, quicker delivery, and better customer satisfaction. Reporting & Analytics Real-time dashboards and reports give you all the data you need, including actuals, expenses, assignments, milestones, resource requests, backlog, and more. Get complete visibility into the information you need to efficiently deliver on projects and accurately forecast future business.

Product Website

Seller

Certinia

Discussions

Certinia PS Cloud Community

Languages Supported

Danish, German, English, French, Hebrew, Italian, Japanese, Korean, Dutch, Norwegian, Spanish, Swedish, Chinese (Simplified)

Product Description

Certinia PS Cloud leverages Salesforce,built on Force.com. Manage people, customers, projects and financials in one integrated app.

Overview by

Sarah Johansen

Value at a Glance

Averages based on real user reviews.

Time to Implement

6 months

View More Pricing Information

Certinia PS Cloud Integrations

(8)

Verified by Certinia PS Cloud

Certinia PS Cloud Media

Certinia PS Cloud Demo - Right resource, right time

Connect sales and services for better resource management and customer outcomes

Certinia PS Cloud Demo - Simplify the most complex projects

Project planners support multiple work breakdown structures for easy tracking.

Certinia PS Cloud Demo - Powerful forecasting

Easily surface and manage KPIs e.g., revenue, profit targets. See everything across services delivery. Plan/predict with confidence.

Certinia PS Cloud Demo - Master capacity planning

Forecast, plan, and deliver the right resources.

Certinia PS Cloud Demo - Your business at your fingertips

Access key data and KPIs anytime, anywhere through an easy-to-mobile interface.

See what happens when you can manage your services, projects, financials, and customers all in one powerful app. A quick 2-minute demo on Certinia PS Cloud.

A quick 5-minute Product Tour on Certinia PS Cloud

See what happens when you enable more efficient staffing processes, eliminate project disconnects, and factor in skill development and staff engagement. A quick 2-minute demo on Certinia Advanced Resource Management.

See up close how to generate fast, accurate services estimates from a single source of truth. A quick 2-minute demo on Certinia Services Estimator.

Official Downloads

(3)

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Michael S.

Director of Salesforce Operations

Mid-Market (51-1000 emp.)

2/7/2022

"Professional Services Automation at it's Finest"

5/5

What do you like best about Certinia PS Cloud?

I love the ease of use for our Professional Services team. We have a very complex business process and PSA allowed us to consolidate 5 different systems for 5 different business units into one single source of truth for our PS teams. The system is highly configurable and allowed us to customize the platform to meet a variety of business needs. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Project creation using the ClickLink package has been spotty. While it works most of the time, there are some bugs and errors we cannot troubleshoot due to ambiguous error messages. It has been difficult for the FF team and us to resolve this issue which is still ongoing. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

I strongly recommend having an experience FF/PSA implementation consultant when rolling out PSA. Once the initial setup is complete and your teams are using the tool, maintenance and administration are relatively low but training is critical for the end users. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

With PSA for FF, we are able to have a single system for not only our Professional Services team for project management, time writing, forecasting etc. but we also use it for internal time writing for our R&D teams. We never got RevRec off the ground due to an internal limitation but we hope to one day re-visit that functionality. Review collected by and hosted on G2.com.

Suria Z.

Assistant Director

Enterprise (> 1000 emp.)

6/22/2022

"Product that is tailored based on customer's feedback"

4.5/5

What do you like best about Certinia PS Cloud?

FinancialForce PSA can capture the tasks needed to be performed by a persona on one page. A single page holds so much information without navigating to a different object! Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The current inability to extract planners to excel or the ability to report on the planner without taking a screenshot. Where there is a filter, there should also be the ability to save a user's combination so that they don't have to populate values onto the filter each time. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

Be vocal about the things that are meaningful to you. While FinancialForce may not have answers to everything, they certainly do try to make the platform better each time Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

Making resource management more intuitive/smart. Project managers are sometimes hesitant to use the resource/project planning tools directly within FinancialForce without manually planning them offline, either on Excel or another software. They feel that the existing tools within FinancialForce is limited or rigid. With a more intuitive staffing capability, this will encourage PMs to input data directly into FinancialForce. Review collected by and hosted on G2.com.

Verified User in Consulting

Mid-Market (51-1000 emp.)

7/29/2023

Business partner of the seller or seller's competitor, not included in G2 scores.

"Flexible and complete project management tool"

4.5/5

What do you like best about Certinia PS Cloud?

Its flexibility, friendly user interface and advanced reporting capabilities. Additionally PSA can be easily configured to meet unique business needs without having to use custom code, leveraging the Salesforce platform. More specifcally I'm a fan of the OOTB Utilization Calculations and work, resource & project planners. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

OOTB the product does not include features for sending Timecard entry reminders or expense entry reminders. Also the functionality to apply quality control on time entry (e.g. has everyone done 40 hrs this week?) could be improved. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

It allows the efficient utilization of human capital by providing project en resource management features, including forward looking KPIs such as utilization and billability. It helps project managers to stay within budget, but also to utilise capacity and budget fully. It gives business inside in capacity & backlog, helping business to run efficient operations. Review collected by and hosted on G2.com.

Anu M.

Enterprise (> 1000 emp.)

9/11/2023

"PS Cloud has great features for all the teams in Professional Services to manage their job"

4/5

What do you like best about Certinia PS Cloud?

1. Its very much configurable based on the Business needs.

2. Template features are great to create the project

3. New Lighining features for Apporval of timecard and expenses are great Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

1.Out to the box automation capabilities can be enhanced.

2. Logs of failure can be sometimes challenging to idenfity where exactly error is coming from Review collected by and hosted on G2.com.

Daniel C.

CIO

Mid-Market (51-1000 emp.)

11/17/2021

"Constantly Improving end-to-end Professional Services Management"

4.5/5

What do you like best about Certinia PS Cloud?

The system is well developed and caters to most use cases out of the box or is easily configurable to automate common business processes given the Salesforce platform. The product team is beginning to push the product into more interesting areas and is slowly but surely removing technical debt and outdated features. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The ability to access help and information can be limited, especially in Australia. You must rely on an implementation partner to get you up and running, and continue to support you as you use the system as it is very difficult to do so otherwise. The user interface can be confusing to end users and users must invest the time to learn the system and understand how it operates to be able to use it effectively. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

4/19/2023

"Great system - when you can dedicate time and resources to tailor it to your needs"

3.5/5

What do you like best about Certinia PS Cloud?

It easily integrates with Salesforce CRM data, and I can monitor the entire lifecycle of a customer and perform interventions as necessary. I've used project management platforms in the past that didn't have as seamless an intergration with data. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

You have to have team members in place who understand both systems' technical capabilities. There is little information about best practices for the system, and there is a reliance on crowdsourcing these answers in the community. However, that creates the same cycle of issues - knowing the platforms' technical capabilities means you can create a system that works for you; however, leading experts on the product would better voice what a best practice, preferably by industry, is. There's also not a lot of practice test material around the certification. If you take longer than 30 days to study for your certification exam, your sandbox account is shut down, and you have to rebuild. So it is best if you review all the material and then, 30 days before the exam test pilot the system, or spin off your own partial sandbox to have it available for a longer term. Review collected by and hosted on G2.com.

Jeff S.

Enterprise (> 1000 emp.)

2/3/2023

"SW Solutions Project Manager"

4/5

What do you like best about Certinia PS Cloud?

To me Financial Force PSA is very easy to use. I am able to navigate to the necessary fields used daily very easily. The ability to check budgets and create reports is seamless. Making updates to necessary assignments is very easy. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

On the home screen of Financial Force PSA I can only see 10 of my projects. These projects are the first 10 in alphabetical order, whether they are current or past projects. To only see active projects, I created a copy of my projects tab. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

Financial Force PSA is benefiting me by keeping reporting consistent on a week-to-week basis. When sending a weekly status report, I don't have to check the make sure format is staying the same. I am only having to update the objectives completed, planned, etc.

PSA also keeps it very easy to track resources, budgets and remaining hours on each project. Review collected by and hosted on G2.com.

Stacie S.

Project Manager

Mid-Market (51-1000 emp.)

1/24/2023

"Easily integrate with current usage to keep one database."

5/5

What do you like best about Certinia PS Cloud?

Easily create project templates and then integrate with the SF opportunities to create Read-only fields on the project. Ability to create approval workflows to bill through FinancialForce to Accounting. Easily integrated our own platform with SF using SF's technology and our APIs. With all of the data in one place, we can easily create reports to reconcile much faster. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The security model is overly complicated.

We were not able to purchase the right level of Support and when we did have issues, we could not get anyone to help us live. I did post in the Community, but to no avail. I finally figured it out myself--the year had changed and the appropriate calendars were not there. Very simple answer, but it took me longer to try to get Support than to keep at it until I figured it out.

Also, the feature to see the 'project plan' is great--it needs to be printable and downloadable and conversion-able to other formats. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

3/9/2022

"Making Professional Services adapt to Automation"

4.5/5

What do you like best about Certinia PS Cloud?

Maximum visibility over resource utilization. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Integration over other applications is still a challenge. Review collected by and hosted on G2.com.

Devin F.

Mid-Market (51-1000 emp.)

2/8/2023

"Financialforce PSA"

4.5/5

What do you like best about Certinia PS Cloud?

We used FF as our main CRM and also as a way to keep track of our internal communications with clients. I love how FF has a wide variety of ways to input and track clients. I also love how much customization is possible to meet our specific needs. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Because FF is based on the cloud, this causes problems sometimes with slow loading speeds and crashes for no real reason. It's not as stable as I would like. There are also some strange limitations like only being able to have one custom variable on a report. Review collected by and hosted on G2.com.